Podcasts about human judgment

The decisions leaders must make about AI today go far beyond what platforms to invest in: AI is changing organizational culture and leadership for good. In episode 1 of a special four-part series on how AI is changing leadership, we look at how the technology is changing how people interact at work, the new culture it is creating, and how leaders can get smart about talent management and strategy in this rapidly advancing world. Paula Goldman, Salesforce's chief ethical and humane use officer, argues there's currently a big opportunity to redesign work around the complementary strengths of humans and AI. She explains how AI could reshape entry-level jobs and the development of future leaders, why companies need to rethink internal mobility and talent development, and how executives can prepare their organizations for an AI-powered workforce without sacrificing accountability, creativity, or trust. Goldman is the author of Manage the Machine: How to Harness Human-AI Collaboration at Work. Plus: • Why “human in the loop” is an outdated model for managing AI—and what it means to put humans “at the helm.” • How leaders can determine which tasks to delegate to AI and where human judgment matters most • Why treating AI primarily as a cost-cutting tool could mean missing its bigger potential • How companies can redesign jobs and develop talent as AI takes over more routine tasks • Why leaders need to think differently about entry-level hiring and the development of future executives • How organizations can use AI to improve management, internal mobility, and employee development

Sep 14, 2026 – Is AI helping you invest smarter or steering you toward the same crowded trades? In this Lifetime Planning episode, Nick Kile and Brendan McMurtrie explore the opportunities and pitfalls of AI-driven investing, from hidden portfolio concentration...

Paul Lee, co-founder and CEO of Patlytics, joins Greg Lambert to explain how an AI platform built specifically for intellectual property work is changing the patent lifecycle. Patlytics supports workflows spanning patent drafting, prior art analysis, office action responses, portfolio management, litigation readiness, and claim-chart preparation. Lee reports that the company now works with roughly 55 percent of the Am Law 100 and hundreds of corporations across technology, biotechnology, pharmaceuticals, and other patent-intensive industries.Lee traces Patlytics' origins to his experience as a venture capitalist and more than 100 conversations with patent attorneys. Those interviews exposed a practice filled with expensive, labor-intensive processes, from drafting detailed patent specifications to constructing claim charts for litigation. His interest also grew from the Apple and Samsung patent battles, the IP expenses faced by venture-backed companies, and conversations with Patlytics co-founder Arthur Jen and former Latham & Watkins patent litigator Bob Steinberg.The conversation turns to Patlytics' work involving USPTO patent examiners and the broader effect of placing AI on both sides of the examination process. While confidentiality limits the details Lee discusses, he identifies quality and the examination backlog as two areas where specialized technology offers meaningful assistance. He also contrasts Patlytics with broad legal AI platforms such as Harvey and Legora, arguing that patent professionals need tools designed for the precision, technical detail, and specialized workflows of IP practice.Human judgment stays central to Lee's vision. Patent attorneys still own the work product, approve key decisions, and remain responsible when an AI-generated analysis falls short. At the same time, client expectations continue to rise. Clients want faster work, higher quality, and lower costs, while law firms need sustainable margins. Lee sees flat-fee arrangements and more predictable workflows as one route toward sharing the “AI dividend” between clients and their outside counsel. In-house teams also gain more capacity for infringement analysis, patent-portfolio reviews during M&A, cross-licensing strategy, and litigation preparation.Looking ahead, Lee describes a striking change in attitude among patent professionals, from widespread skepticism a year ago to broad optimism today. His crystal-ball concern is less about whether lawyers will adopt AI and more about whether its economics will hold together. As free experimentation gives way to consumption-based pricing, firms will need to measure the value of each workflow and avoid spending $50,000 in AI costs on a $5,000 matter. Token maxing had its moment. ROI gets the next meeting invitation.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠Substack⁠[Special Thanks to ⁠⁠Legal Technology Hub⁠⁠ for their sponsoring this episode.]Email: geekinreviewpodcast@gmail.comMusic: Jerry David DeCicca Transcript

This episode of Do Good to Lead Well opens with a thought-provoking challenge to the familiar refrain, “Let's be more data-driven.” Instead, Sebastian Wernicke, a top TED speaker and globally recognized thought leader, shares the importance of being “data-inspired.” Our discussion focuses on the premise that lasting transformation requires more than dashboards and metrics. We explore the subtle yet crucial difference between optimizing the present and reimagining the future, using data as a catalyst.Listeners will discover why assumptions about objectivity and quick fixes with more data often backfire and how the real edge comes from leaders willing to be curious, challenge their own thinking, and foster environments where their employees can do the same. Key takeaways include actionable methods for reframing challenges, leveraging the “five whys,” and ensuring AI supports, rather than supplants, human judgment.Tune in for an essential guide to leading well in a landscape where data is plentiful, but wisdom and culture are what set winners apart.What You'll Learn- Data-driven versus data-inspired? A key difference for transformational change.- Myth busting: Is data objective? Does ‘data speak for itself?”- Mindset shifts for better decisions.- Why psychological safety matters!- The importance of a “culture first, tech second” mentality.- Embracing human judgment in the AI era.- Dealing with data skeptics.- The (not-so) secret sauce: Data AND culture. Podcast Timestamps(00:00) - The Origin Story of "Data Inspired" (03:14) – What is the Difference between Data-Driven vs. Data-Inspired?(07:21) - The Myth of Data Objectivity(10:26) - Mindset Shifts for Effective Data Use(15:40) - Cultivating Curiosity and the Power of Questions(19:20) - Psychological Safety as the Bedrock of Data Inspiration(22:58) - Culture First, Tools Second: Building Data-Inspired Organizations(25:24) - Leadership Qualities for Data-Inspired Environments(31:09) - Managing Data Quality and Volume(36:57) - The Human Side of AI and Data-Inspired Judgment(42:08) - Overcoming Resistance to Data and Organizational Change(44:43) - Closing ReflectionsKEYWORDSPositive Leadership, AI, Artificial Intelligence, AI Transformation, People-First Leadership, AI Adoption, Transformational Change, Data-Driven, Data-Inspired, Organizational Culture, Psychological Safety, Curiosity, Decision-Making, Data Myths, Data Quality, Machine Learning, AI Strategy, Data Strategy, Business Transformation, Cultural Change, Big Data, Teamwork, Empathy, Storytelling with Data, Overcoming Resistance, Innovation, Problem-Solving, Root Cause Analysis, Five Whys Technique, Human Judgment, Data-Fatigue, Purpose-Driven, CEO Success

What does it take to move from giving employees AI tools to rebuilding how an organization gets work done? In this episode of Tech Talks Daily, I speak with Oren Levitzky, VP of R&D at Fiverr. Oren has spent ten years at the company, progressing from backend engineer through a series of leadership roles before taking responsibility for Fiverr's AI program. That experience gives him a valuable view of AI adoption from inside a global technology marketplace. He has watched engineering teams move from using ChatGPT as a conversational assistant to GitHub Copilot for code completion, Cursor for context-aware development, and an internal agent ecosystem containing Fiverr's code, data, and organizational knowledge. Oren explains that adding AI to an existing workflow produced useful gains, but it did not completely change how people worked. Becoming AI native required Fiverr to create a dedicated team of engineers, designers, and product managers responsible for building agents around company context and helping employees adopt new working practices. Fiverr reports that this approach has made some development work three to five times faster. Repetitive coding and design tasks can be passed to agents, allowing employees to concentrate on decisions, validation, and accountability. However, Oren is clear that manual code review remains necessary when AI-generated changes could introduce bugs or destructive operations. We also discuss what AI fluency means for hiring. Fiverr has redesigned parts of its engineering recruitment process so candidates can use their preferred AI tools to build an application during the interview. Oren says around 80 percent of the assessment focuses on how candidates work with AI, communicate instructions, make decisions, verify changes, and demonstrate that they understand the resulting code. This creates opportunities for people who can combine technical knowledge with AI fluency, but it also introduces a serious learning problem. Junior engineers may produce work at a speed previously associated with experienced developers without acquiring the knowledge needed to spot errors or question poor recommendations. Oren argues that regular workshops, practical education, self-directed learning, and continued hands-on work are needed to prevent that loss of understanding. His advice applies to leaders too. Remaining close to the work makes it easier to recognize where AI succeeds, where it struggles, and what employees need from management. Beyond Fiverr's internal engineering teams, we consider how AI is affecting the global freelance workforce. Businesses increasingly want people who can take an AI-generated draft and turn it into secure, accountable, production-ready work. Oren points to AI video production as one example where independent creators can produce work that previously required a larger studio, while retaining the judgment and creativity customers value. For leaders hoping to make agentic AI part of daily operations, Oren recommends dedicated resources, structured education, employees who constantly seek better ways to work, and clear measurement. Releasing another tool will achieve little when habits, incentives, and expectations remain unchanged. As employers place greater value on people who can direct, question, and verify AI, how should we prepare today's workforce without weakening the knowledge tomorrow's experts will need? Listen to the episode and share your thoughts with me.

This week on The Audit Podcast, Rania Bijlani, Founder & CEO of RB Advisory & Consultancy, joins the show to discuss how internal audit leaders can prepare for the future of the profession, embrace AI without losing human judgment, and build stronger partnerships across the organization. Rania explains why auditors need to move beyond simply using AI tools and start thinking about how they can audit AI, govern its use, and become part of the strategic conversation around AI. She breaks down the three biggest risks she sees for auditors: failing to learn AI, using it only superficially, and becoming overly reliant on it. She also explains why discernment and judgment will become even more important as AI takes on more of the work. Rania also shares her approach to helping internal audit teams become AI-ready, emphasizing that training alone isn't enough. Teams need a strategy, an actionable plan, and implementation support to turn what they learn into meaningful change. The conversation then shifts to one of Rania's biggest areas of expertise: building trust, influence, and real partnerships within the organization. She breaks down the foundation of trust, why credibility and shared purpose matter, and how auditors can move beyond policing the business to becoming true partners. Finally, Rania shares the biggest lesson she's learned from hosting her own podcast, Impact Legacy with Rania: across industries and leadership roles, it is the human skills — authenticity, self-belief, strategic thinking, emotional intelligence, and relationship-building — that truly make leaders stand out. Check out Rania's podcast - Impact Legacy with Rania    04:35 Will Auditors Survive AI? 07:02 The Three Biggest AI Risks for Auditors 08:00 Why Auditors Need Discernment, Not Just Judgment 09:24 Why Human Connection Still Matters 14:20 How Internal Audit Leaders Can Prepare for the Future 16:34 Why AI Training Alone Isn't Enough 18:04 How to Build Real Partnerships Within the Organization 19:38 The Foundation of Trust 21:16 Why Relationships Are Built Over Time 22:38 How Trust Builds Influence and Impact 24:12 Lessons From Hosting Impact Legacy 25:03 What Business Leaders Really Care About 26:06 Why Human Skills Make Leaders Stand Out 27:28 Rania's Advice for the Future of Internal Audit   Be sure to connect with Rania Bijlani on LinkedIn and check out RB Advisory & Consultancy for more resources on internal audit, risk, governance, leadership, and AI readiness.   Be sure to connect with Trent Russell on LinkedIn and check out Green Skies Analytics for more resources on audit analytics and AI. Also, be sure to follow us on our social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and check out the full video interview on The Audit Podcast YouTube channel. This podcast is brought to you by Green Skies Analytics, the services firm that helps internal audit teams make analytics actually work. Whether your audit team needs help with an analytics or AI strategy, methodology, governance, literacy, or anything else related to audit analytics, visit Green Skies Analytics to learn more and schedule a call.

Why your best team only gets noticed when everything breaks — that's the maintenance leadership trap Frank Hess and Tim Staton dig into in this episode. Together, they break down why most organizations only pay attention to maintenance teams when something fails — and why that reactive culture is a leadership failure, not a technical one.   You'll discover: Why "access to data doesn't mean you have the knowledge" Why maintenance is a long-term leadership initiative, not a two-year budget game Why value-creating teams beat cost-cutters — and how downtime and safety risk hit profit and reputation Why AI can surface insights but can't replace human judgment   Frank Hess co-founded T.A. Cook, an asset performance management consultancy later acquired by Accenture, where he led intelligent asset management globally. He's now Chairman of Vysr Performance Intelligence and author of "The Decision," a novel on the origins of operations-centered maintenance, with 30+ years advising capital-intensive industries.   Why Your Best Team Only Gets Noticed When Everything Breaks Frank argues most plants only notice maintenance "when something breaks, right? Then everyone is in trouble." Tim connects this to leadership: teams deserve real leadership everywhere, not just the boardroom. They cover redundancy ("if you have one of something, you have none of something") and planning for "software has always failure" — reliability is a leadership discipline before it's technical.   Maintenance as Value Creation, Not a Cost Block Frank makes the financial case: "reusing it and enlarging the lifecycle time of an equipment is way more profitable... than investing every three or five years in new equipment." High-performing teams avoid the profit losses of unplanned downtime and mitigate safety risks that protect stock price and reputation — yet maintenance is too often "seen as a cost block instead of a value creator," keeping organizations stuck in reactive mode. Maintenance is invisible when it's working — it's the bedrock of operational stability, from utilities to refineries.   Data Without Knowledge, and the Complexity of Decision-Making "Just because you have access to data doesn't mean you have the knowledge." Frank contrasts his early career in East Germany, where scarcity forced creative, manual repairs, with the modern approach favoring replacement over repair — introducing "black box" automation where software failures are harder to diagnose than mechanical ones. Tim and Frank flag a dangerous trend: treating maintenance as a two-year budget game leads to poor long-term asset management, and argue for empowering technicians to decide based on value, not cost-cutting.   Human Judgment and Technology Frank is clear that AI and digital tools surface useful insights but can't replace human intuition and responsibility. Leaders must build environments where technology supports judgment instead of replacing it — people still evaluate recommendations and prioritize safety and long-term reliability over quick fixes. Perfect for plant managers, operations and reliability leaders, maintenance engineers, and any executive who wants to understand why equipment health is a leadership issue, not just technical. Subscribe to Tim Stating the Obvious for more interviews with executives and leaders turning hard-won experience into practical, everyday leadership lessons.   Connect with Frank Hess: LinkedIn: https://www.linkedin.com/in/frank-uwe-hess Book "The Decision" (get it on Amazon): https://www.amazon.com/dp/B0H2QWP25D Vysr Performance Intelligence: https://vysr.io   Connect With Tim: Website: https://timstatingtheobvious.com Professional Reading List: https://timstatingtheobvious.com/products Facebook: https://www.facebook.com/timstatingtheobvious YouTube: https://www.youtube.com/channel/UCHfDcITKUdniO8R3RP0lvdw Instagram: @TimStating TikTok: @timstatingtheobvious LinkedIn: https://www.linkedin.com/in/tim-staton-04b41a271/ SKOOL Community: https://www.skool.com/timstatingtheobvious-9537/about

After helping lead AI adoption at Moderna, Brice Chalamel has a new goal at OpenAI: help create 1,000 AI adoption success stories across large organizations. Brice takes Henrik and Jeremy inside how work happens at OpenAI, where Slack has largely replaced internal email, agents help process information and draft responses, and some workflows are already moving agent to agent. But as AI takes on more responsibility, Brice argues that trust can't be mandated. It has to be earned. The conversation goes beyond tools into what it actually takes to lead people through change. Brice explains why, in a ten-step journey, nine steps may only be halfway, why our existing mental models shape how we respond to AI, and why leaders need to listen before trying to change someone's mind. They also explore Brice's idea that AI could move us from “knowledge workers” to “intelligence workers,” a personal story about his mother using ChatGPT while caring for his father with Alzheimer's, and why the benefits of AI need to extend beyond the people already living in abundance.Key Takeaways Trust in AI has to be earned As agents take on more responsibility, people need experience with them before they're willing to hand over judgment and communication. AI adoption is a mind game and a heart game Successful change depends not just on what people know about AI, but on what they believe, fear, and care about. Nine steps can be only halfway there The final stage of transformation is often where the hardest work begins and assumptions need to be questioned. We're moving from knowledge workers to intelligence workers As AI handles more information processing, human value shifts toward judgment, perspective, influence, and decision-making. Listen before you think Changing minds starts with understanding the experiences and mental models behind someone's point of view, not simply making a better argument. Brice's LinkedIn: linkedin.com/in/bricechallamel/ Website: powerofwhy.ai 00:00 Intro: From Knowledge Worker to Intelligence Worker00:30 Meet Brice Chalamel01:18 From Moderna to OpenAI04:50 The Mission: 1,000 AI Success Stories07:45 How Work Happens at OpenAI08:59 When Agents Talk to Agents10:56 Trust Has to Be Earned15:22 Brice's Principles for Change16:45 Nine Steps Is Halfway There25:21 The Mind Game30:24 Why Leaders Resist AI35:28 The Human Side of AI37:37 When ChatGPT Became a Lifeline41:56 From Knowledge Worker to Intelligence Worker43:37 Agency in the AI Era46:31 Who Gets to Benefit From AI?51:39 What Our Fear of AI Reveals56:18 Listen Before You Think01:03:07 The Debrief

Featuring Andrew Razumovsky, co-founder of CANDA Solutions, this episode of *Growth Think Tank* explores what it takes to scale a company, develop leaders, and build an organization that can operate beyond the founders. Founded in 2008, CANDA Solutions has grown into an Inc. 5000 Rank No. 538 (2026) company serving federal government needs in vetting, adjudication, and investigations management. Andrew shares lessons from CANDA's growth journey, including bringing in outside coaching to sharpen strategy, establish metrics, and strengthen leadership. He also discusses using AI to analyze data while keeping human judgment at the center and empowering teams to solve problems independently. Episode Highlights & Time Stamps 0:03 Founder Growth Challenge 4:06 Building Kenda Solutions 5:01 AI and Human Judgment 7:58 Early Growth and Founder Dependence 10:19 Learning to Ask for Help 14:02 Growing Leaders Internally 18:08 Starfish Leadership Model 21:15 Advice for Scaling Founders

AI is transforming healthcare, but in behavioral health, how do we make sure technology doesn't come at the expense of human connection? In this episode, Rebecca Ragland, Clinical Global Account Executive at Multi-Health Systems, explores how scientifically validated assessments and emerging technologies can improve behavioral healthcare while preserving the human element. She discusses the growing role of AI in clinical workflows and why clinicians must remain central to decision-making, particularly as technology advances faster than organizations can adapt. Rebecca also explains how trusted, structured data can serve as a guardrail for responsible innovation, helping organizations improve consistency and expand access without sacrificing human judgment and connection. Tune in for a thought-provoking conversation on how AI and technology can expand access to behavioral healthcare while keeping human connection, clinical judgment, and trust at the center. Resources: Connect with and follow Rebecca Ragland on LinkedIn. Learn more about Multi-Health Systems on their LinkedIn and visit their website.

Hiring managers are struggling to find the talent they need, while job seekers face one of the toughest markets in recent memory. Jonas Prising, Chair and CEO of ManpowerGroup, explains what is driving these pressures—from the economic cycle and geopolitical shifts to major demographic changes. He also examines AI's growing role in hiring and recruiting. While technology can make the process faster, it does not necessarily make it more accurate. For Prising, human judgment remains essential to recognizing potential, assessing fit and making better hiring decisions. How cyclical economic shifts, not structural AI-driven changes, are shaping employer confidence How big demographic shifts could push employers to tap underutilized parts of the global workforce How AI can increase speed of hiring but not always its accuracy How Manpower uses AI in hiring and recruiting and what leaders can learn Prising also discusses ManpowerGroup's recent research on employment trends, the early boss that changed how he leads and his take on whether big predictions for the future will become a reality.   Subscribe to Meet The Leader for more conversations on AI, hiring, leadership and the future of work. About this episode: ManpowerGroup Manpower: https://www.manpowergroup.com/en  Report: Great Talent Shortage: https://www.manpowergroup.com/de/news-releases/news/global-talent-shortage-reaches-turning-point-as-ai-skills-claim-top-spot Report: Q3 2026 ManpowerGroup Employment Outlook Survey: https://www.manpowergroup.com/en/insights/report/q3-2026-manpowergroup-employment-outlook-survey  Book recommendation - True North by Bill George: https://billgeorge.org/book/true-north/  World Economic Forum: Report: Chief People Officer Outlook report: https://www.weforum.org/publications/chief-people-officers-outlook-may-2026/    Related episodes: AI and Jobs series: AI and Jobs Series: Upskilling's 'Messy Middle' and Fixing the Skills Mismatch Listen here - Spotify:  https://tinyurl.com/2vddb3k3 Read here - Transcript:  https://tinyurl.com/2fnuacsz    AI and Jobs Series: What one company stopped doing - an HR exec shares lessons shaping the future of work Read here - transcript: https://tinyurl.com/49xjtnyj  Listen here - Spotify: https://tinyurl.com/27fjhud8 AI 'workslop' is a leadership problem. Here's how to fix it Read here - transcript: https://tinyurl.com/2mxkzwc3  Listen here - Spotify: https://tinyurl.com/4evh8yk6  Watch here - Youtube: https://www.youtube.com/watch?v=zTAbIqqAf4Y  How to Lead People Through AI Change: Questions to Ask from a Transformation Expert Read here - transcript: https://tinyurl.com/ykk9r7hb Listen here - Spotify: https://tinyurl.com/yc2azrwv Watch here - Youtube: https://tinyurl.com/yyv24pvd  

Farooq Ashraf Awan, who is visiting from Pakistan to Australia, has been an umpire in Pakistan for the past 35 years, including almost twenty years as an umpire at the district level in Pakistan. In a conversation with SBS Urdu, he talks about his long journey in cricket. He shares the challenges and responsibilities of umpiring and highlights the importance of human judgment, especially with new technology changing the game. Listen to Farooq Ashraf Awan discuss his experiences, insights, and passion for cricket in this podcast. - پاکستان سے آسٹریلیا کا دورہ کرنے والے فاروق اشرف اعوان پاکستان میں گذشتہ 35 سال سے ایمائرنگ کے شعبے سے وابستہ ہیں جبکہ تقریبا 20 سال سے ضلعی سطح پر ایمپائرنگ کے فرائض انجام دے رہے ہیں ۔ ایس بی ایس اردو سے ان کی خصوصی گفتگو سنئے اس پوڈکاسٹ میںExplore more ways to listen to the Urdu program here: Listen to SBS Urdu. Install our mobile app “SBS Audio” on Apple (iPhone) or Android devices: SBS Audio App. Download on Apple App Store, Download on Google Play. Follow us on social media: SBS Urdu on Facebook and on SBS Urdu on Instagram. - ______________ہر بدھ اور جمعہ کا پورا پروگرام اس لنک پرسنئے , اردو پرگرام سننے کے دیگر طریقے SBS Audio کے نام سے موجود ہماری موبائیل ایپ ایپل (آئی فون) یا اینڈرائیڈ , ڈیوائیسزپرانسٹال کیجئے۔ پوڈکاسٹ سننے کے لئے نیچے دئے اپنے پسندیدہ پوڈ کاسٹ پلیٹ فارم کا انتخاب کیجئے:  Spotify Podcast , Apple Podcasts

The following article of the Tech industry is: 'How AI Revolutionizes Strategic Decision-Making, Human Judgment' by Victor Moctezuma, CEO, iLab. 

(0:00) About the Boardroom Governance Summit (Aug 26-27, 2026)  (0:43) Intro (2:08) About the podcast sponsor: The American College of Governance Counsel. (2:54) Start of interview.  (3:56) Origin Story of Shannon Nash (7:00) Her pivot from Law to Finance (9:15) Her operating and finance career  (12:55) Her experience in tech (subscription businesses) and current COO and CFO role at Vibrant Planet (15:50) Her first board (UserTesting) and subsequent board career (Netscout, SoFi, Lazy Dog Restaurants, Silicon Valley Community Foundation)  (22:04) Cybersecurity Meets AI (28:47) Where are the Humans? The next wave in the agentic era (31:44) Regulated Boards and Risk (36:25) Private Board Experience (VC and PE).  (41:13) About Alpha AI, focusing on AI Governance (43:53) On her podcast No Boxes, Just Verses (46:45) Her obsession with the Acquired podcast (47:41) Her mentors (49:40) Quotes that she thinks of often or lives her life by. (51:06) An unusual habit or an absurd thing that she loves. Beat Shazam show (52:15) The living person she most admires. Shannon Nash is a qualified financial expert, attorney, and CPA with over 30 years at the intersection of technology, finance, and governance. She serves as a board member in both public and private companies. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

When a brand says it "used AI," that could mean anything from a tool speeding up a human's first draft to a system generating and shipping work on its own — and almost all of the real risk lives in the difference. So as AI moves deeper into creative work, which decisions are you certain still belong to a human?Real agility here isn't being quick with the latest tools. It's moving fast without losing the through-line that makes a brand recognizable — the ability to know exactly where human judgment stays non-negotiable.Today we're recording live at Ai4 2026 in Las Vegas at the Venetian, and we're going to talk about:- Drawing a clear line between where AI sharpens creative work and where it introduces unacceptable brand risk.- A practical look at how AI was used in a national campaign to improve the creative process, not just automate it.- The strategic shift as consumers move from traditional search engines to AI-powered platforms for discovery and research.To help me dig into this, I'd like to welcome Taryn Crouthers, CEO at Big Spaceship.About Taryn CrouthersTaryn Crouthers is the CEO of Big Spaceship, MSQ Partners' award-winning creative agency. A passionate leader, Taryn has spent her decades-long career inspiring teams to create work that moves both people and business. Her work spans advertising, media, entertainment, and the distribution and commercialisation that scale them. She is the former President of social-first global media company ATTN:, where she helped lead the company from pre-revenue through its $100M acquisition.Along the way, she earned recognition including Campaign's Inspiring Women (2026), 40 Over 40 (2025), Ad Age Leading Women (2024), Cynopsis' Corporate Visionary, and Top Women in Digital.An entrepreneur at heart and a nationally recognised voice on the future of creativity and AI integration, Taryn brings a founder's mindset to scaling creative businesses and developing new revenue models. She has served on juries for Cannes Young Lions, The One Show, ADC, Webby Awards, and other prestigious industry competitions. She serves on the Advisory Board of Miami Ad School and is an active investor in emerging creative and technology-driven companies.She is also a co-founder of the Women in AI Summit for the Creative Community and launched the Women in AI Creative Cohort, which selects 15 top global executives for a six-month AI mentorship program.Taryn Crouthers on LinkedIn---------- Resources ---------- Big SpaceshipThe Agile Brand podcast is brought to you by TEKsystems.We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit!Chaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Start building your own apps with Replit and get $20 off.Enjoyed the show? Tell us more at and give us a rating so others can find the show.Connect with Greg on LinkedInDon't miss a thing: get the latest episodes, sign up for our newsletter and more.Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology.The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. Hosted on Acast. See acast.com/privacy for more information.

When a brand says it "used AI," that could mean anything from a tool speeding up a human's first draft to a system generating and shipping work on its own — and almost all of the real risk lives in the difference. So as AI moves deeper into creative work, which decisions are you certain still belong to a human?Real agility here isn't being quick with the latest tools. It's moving fast without losing the through-line that makes a brand recognizable — the ability to know exactly where human judgment stays non-negotiable.Today we're recording live at Ai4 2026 in Las Vegas at the Venetian, and we're going to talk about:- Drawing a clear line between where AI sharpens creative work and where it introduces unacceptable brand risk.- A practical look at how AI was used in a national campaign to improve the creative process, not just automate it.- The strategic shift as consumers move from traditional search engines to AI-powered platforms for discovery and research.To help me dig into this, I'd like to welcome Taryn Crouthers, CEO at Big Spaceship.About Taryn CrouthersTaryn Crouthers is the CEO of Big Spaceship, MSQ Partners' award-winning creative agency. A passionate leader, Taryn has spent her decades-long career inspiring teams to create work that moves both people and business. Her work spans advertising, media, entertainment, and the distribution and commercialisation that scale them. She is the former President of social-first global media company ATTN:, where she helped lead the company from pre-revenue through its $100M acquisition.Along the way, she earned recognition including Campaign's Inspiring Women (2026), 40 Over 40 (2025), Ad Age Leading Women (2024), Cynopsis' Corporate Visionary, and Top Women in Digital.An entrepreneur at heart and a nationally recognised voice on the future of creativity and AI integration, Taryn brings a founder's mindset to scaling creative businesses and developing new revenue models. She has served on juries for Cannes Young Lions, The One Show, ADC, Webby Awards, and other prestigious industry competitions. She serves on the Advisory Board of Miami Ad School and is an active investor in emerging creative and technology-driven companies.She is also a co-founder of the Women in AI Summit for the Creative Community and launched the Women in AI Creative Cohort, which selects 15 top global executives for a six-month AI mentorship program.Taryn Crouthers on LinkedIn---------- Resources ---------- Big SpaceshipThe Agile Brand podcast is brought to you by TEKsystems.We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit!Chaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Start building your own apps with Replit and get $20 off.Enjoyed the show? Tell us more at and give us a rating so others can find the show.Connect with Greg on LinkedInDon't miss a thing: get the latest episodes, sign up for our newsletter and more.Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology.The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the WLEI Podcast, we speak with Jim Morgan and Sebastian Fixson about organizational implications for product development and what building your team's product development capabilities looks like in the age of AI. Morgan is the author of Designing the Future and has spent over 30 years in industry as a product development leader including serving as a global engineering director at Ford Motor Company during the product-led revitalization under CEO Alan Mulally. Sebastian Fixson is Founding Faculty Director of the DBA Program and Professor of Innovation & Design at Babson College and author of The Innovation Navigator: Transforming Your Organization in the Era of AI. The conversation explores:  What people-first leadership means in practice Why particular structures, processes, and practices are needed in product development to help people do their best work The trade-offs inherent in functional and product organizations The organizational and product development implications of new technologies including generative AI How today's entrepreneurs are thinking about product development and how to invest in developing the next generation of developers

AI can crunch a portfolio, harvest losses, and explain an investment concept in seconds. But can it stop a nervous investor from selling at exactly the wrong moment—or understand the life behind the spreadsheet?Tom and Don test the robot-advisor promise, even asking ChatGPT to weigh in. The verdict is a useful division of labor: let technology handle repeatable mechanics, while human judgment, fiduciary responsibility, and behavior coaching remain hard to automate.Then the questions get wonderfully strange: whether a 0.70% advisory fee earns its keep, how a concentrated tech fund hides risk behind a huge return, whether a $100 million Bitcoin Roth story adds up, and how to invest an inherited account.00:00 Are AI advisors coming for financial planners?03:06 ChatGPT offers its own cautious verdict04:14 Where automation helps—and where humans matter09:36 What investors should ask their advisory firms12:10 Is a 0.70% advisor fee earning its keep?16:50 The concentrated tech fund with a dazzling record21:12 A purported $100 million Bitcoin Roth25:22 Building an inherited-account portfolioQuestions? Comments? Click!

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Albert Lee, FP&A leader, AI finance coach, and corporate trainer, to explore how artificial intelligence is transforming the finance profession. Albert shares practical insights from implementing AI in corporate finance, coaching CFOs, and training finance teams on responsible AI adoption.Albert Lee is an FP&A leader, AI finance coach, and corporate trainer with over 13 years of experience helping finance teams embrace AI and automation. He has led FP&A functions across multinational organizations, including Merlin Entertainments and The Cookware Company, driving forecasting, profitability modeling, and process improvements across APAC. Today, Albert coaches CFOs and finance leaders through the AI Finance Club while delivering AI training for global organizations and professional finance communities.Expect to Learn:Why AI should be your finance copilotHow to build trusted AI workflowsWhen to use AI vs. Power QueryBest practices for secure AI adoptionKey skills for the future of FP&AHere are a few relevant quotes from the episode:"A strong analyst using AI becomes much stronger. A weak analyst using AI simply makes mistakes faster." - Albert Lee"The best FP&A professionals don't just explain the numbers, they explain what they mean and what should happen next." – Albert LeeAlbert Lee shares practical insights on using AI to enhance FP&A without sacrificing governance, accuracy, or human judgment. He reminds finance professionals that while AI can dramatically improve productivity, true business value comes from combining the right technology with strong data practices, critical thinking, and trusted business partnerships.Follow Albert:Website - https://axiomfpa.com/LinkedIn - https://www.linkedin.com/in/albert-lee-fcpa-869478118/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] – Trailer[02:14] – Meet Albert Lee[03:34] – Why Copilot?[05:27] – AI Automation Journey[09:47] – AI Training & Coaching[19:51] – AI Challenges[23:50] – AI Workflows[28:18] – AI Governance[31:23] – AI's Strengths & Limits[39:40] – Career Advice & Wrap-up

Find out more about Bruce Tracey's General Managers Program: https://ecornell.short.gy/fKKWmj Howard's Gift book: https://ecornell.short.gy/1OLdog Artificial intelligence is no longer just a tool; it's starting to resemble an entirely new species. This raises a fundamental question: What remains distinctly human? In this Keynote, Bruce Tracey, Professor of Management at Cornell's Nolan School of Hotel Administration, and Eric Sinoway '96, CEO of Pravi, introduce Hospitality FluencyTM as a universal language of human interaction. When technology takes over more of the work, the differentiator becomes how we listen, respond, and connect. Professor Tracey and Mr. Sinoway bring this concept to life with vivid examples of when people, processes, and technology succeed or fail. The session challenges leaders to determine what can be delegated to AI and what must remain the province of human judgment. What You'll Learn How to leverage AI's scalable intelligence while ensuring judgment, strategic decisions, and accountability remain human responsibilities How to apply the Humans Still Matter® operating lens to decide what to delegate to AI, what to monitor, and what must stay under human control How the loss of critical skills like listening, empathy, and presence in an AI‑enabled world undermines competitive advantage How Hospitality FluencyTM works as a measurable, teachable “language” of human interaction and why many organizations underinvest in it How to spot Service Winners and WhiffsTM in real time and what they reveal about breakdowns among people, process, and technology Follow eCornell on YouTube, Facebook, Instagram, LinkedIn, TikTok, and X.

Most companies are rushing to layer AI onto customer operations without fixing what sits underneath. Deb Ashton of Certinia says that's the wrong order. When sales, delivery, finance, and customer success work from separate systems with different views of the same customer, AI doesn't close those gaps; it amplifies them. Clients feel the disconnect as friction: repeating themselves across departments, getting inconsistent answers, and slowly losing trust. What You Will Learn Why adding AI to customer support fails when your sales, finance, and delivery systems do not share customer data, and what customers experience when they do not The three layers of trust that determine whether clients renew, and which one AI cannot replace Where AI actually protects revenue in your business versus where it erodes customer relationships The difference between "human in the loop" and "human on the loop," and when to use each one with AI workflows Why metrics like NPS and renewal rates hide the real problem with your AI implementation until the customer has already left How to identify which administrative work should be automated and which customer-facing decisions need human judgment before execution What to do when your customer success manager cannot answer basic questions about a contract, and why that moment determines whether you keep or lose the customer This episode is brought to you in partnership with Certinia. Certinia is a professional services platform built natively on Salesforce that connects the full services lifecycle — sales, delivery, financials, forecasting, staffing, and project management — on a single data layer, so every team works from the same view of the customer, and AI can act with certainty. Learn more at Certinia.com. Subscribe to DoingCXRight.com newsletter for more actionable strategies to boost business results the right way.

Predictions about artificial intelligence often focus on job losses and shrinking demand for lawyers. Filevine CEO and co-founder Ryan Anderson and product manager John Rizner offer a sharply different forecast. Drawing on the Jevons paradox, they argue greater efficiency will make legal services accessible to more people, encourage deeper legal research, and create work once excluded by cost. AI might reduce the effort required for individual tasks while expanding the overall volume and ambition of legal representation.The shift holds major implications for the access-to-justice gap. Faster drafting, research, and document review would allow lawyers to serve more clients without sacrificing professional judgment. Anderson expects family law, immigration, bankruptcy, criminal defense, and employment litigation to experience some of the earliest growth. Motions, witnesses, and legal theories once abandoned over expense become economically viable, although courts face their own capacity crisis as more disputes and arguments enter the system.Rizner explains how Filevine's legal AI platform, Lois, applies machine learning to one of legal research's oldest problems: traditional citators often return different results. Lois combines citation graphs with semantic analysis to locate opinions discussing related legal doctrines even when no direct citation connects the cases. A panel of models then evaluates potential conflicts and produces a structured memo. The goal is richer legal analysis focused on the precise holding or proposition a lawyer needs, rather than a simple flag attached to an entire opinion.Accuracy still demands disciplined human review. Filevine organizes citation verification into three levels: confirming the cited case exists, determining whether the case supports the claimed proposition, and checking whether the authority is still good law. The conversation also examines Rizner's research into how different large language models approach efficient breach of contract. OpenAI, Google, and Anthropic models produced dramatically different recommendations, revealing embedded legal and economic preferences beneath seemingly neutral answers.The guests also explore how AI changes legal drafting, law firm economics, and the billable hour. Filevine's acquisition of Pincites, now Lois for Word, reflects Microsoft Word's continuing role as the shared language of legal documents, redlines, formatting, and negotiations. Efficiency does not automatically eliminate hourly billing. Lawyers might instead use saved time to produce more thoroughly researched arguments, stronger contracts, and work product approaching senior-level depth. Firms still need incentives rewarding efficiency rather than treating faster work as lost revenue.Looking ahead, Anderson and Rizner predict a proliferation of frontier and open-source models tailored to firms, individual lawyers, and specific client relationships. Legal teams will increasingly pair proprietary knowledge with selected models to produce highly specialized analysis. Yet model choice introduces jurisprudential bias, accuracy risks, and serious training concerns for junior lawyers. AI expands the range of available options, while experienced legal judgment decides which arguments deserve trust, which sources require verification, and which advice should reach the client.John Rizner Slides Filevine Primary Presentation - 2026Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠Substack⁠[Special Thanks to ⁠⁠Legal Technology Hub⁠⁠ for their sponsoring this episode.]⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript:

What happens when the brightest minds in legal, technology, and innovation come together to shape the future of our profession? Welcome to the Legally Speaking Podcast Legal Tech Talk 2026 miniseries. As the UK's number one legal podcast and show ranked in the top 1% of podcasts globally, we're delighted to be returning as the official media partner for Legal Tech Talk for the third time. Having supported this event since the beginning. We've witnessed firsthand how it has become Europe's largest legal technology conference, bringing together the people, ideas, and innovations transforming the legal industry. Across this special series, we'll be speaking with some of the world's leading legal professionals, founders, technologists, change makers to explore what's next for law. Because our mission remains the same. Inspiring legal minds, transforming legal futures. Let's get into it. We get to meet James Smither in this minisode. James is the global head of risk management at Freshfields. In the conversation, he comes across as thoughtful and practical, with a strong focus on how legal careers are changing and how firms should adapt. He's especially interested in measuring value, dealing with the impact of AI on judgment and basic skills, and making sure people around the table are aligned. He also points people to LinkedIn for more updates. So why should you be listening in? You can hear Rob and James discussing:- AI Transformation Being Unavoidable- Insight From Data Being Valuable- Intellectual Independence Matters Most- Emotional Intelligence Drives Leadership- Resilience: Organisational, Not Individual.Connect with James Smither here - https://uk.linkedin.com/in/jamessmither

Episode 183: David Dean & his book, An Inbox Between Us: AI is not here to replace human judgment. It is here to make the absence of judgment visible.ABOUT DAVIDDavid Dean is an author, speaker, and business AI realist who explores how artificial intelligence reshapes work, judgment, and accountability in organizations. Rather than focusing on AI capabilities, he examines the human elements that remain essential: how people navigate uncertainty, where accountability lies when AI assists decisions, and what holds organizations together when technology accelerates faster than clarity. His philosophy is grounded in a simple truth: AI doesn't understand confidence, risk, or consequence—people do, and that's why they still matter. CONVERSATION HIGHLIGHTS• David shares his personal journey from tech curiosity sparked by his father to becoming an AI architect and behavioral thinker• The concept of the "behavioral record" within organizations and how AI uncovers these hidden dynamics• The role of self-awareness and organizational proximity in successful AI adoption• How AI acts as a mirror, revealing organizational culture and behaviors• The importance of authenticity and leadership grounded in integrity amidst AI-driven change• The influence of storytelling, organizational myths, and the unwritten contracts on workplace dynamicsThe MAIN QUESTION for you that comes out of my conversation with David is, Before worrying about AI's role in your work, how might you have forgotten and taken for granted all that goes into your work and organization? FIND DAVID• LinkedIn: https://www.linkedin.com/in/davidchristopherdean/• Website: https://www.davidchristopherdean.comLinkedIn - Full Podcast Article: CHAPTERS00:00 - The Book Leads Podcast - David Dean00:48- Introduction & Bio01:34 - Who are you today? Can you provide more information about your work?04:18 - How did your path into your career look like, and what did it look like up until now?:45:27 - What do you consider your superpower?48:26 - What does leadership mean to you?50:30 - Can you introduce us to the book we're discussing?58:25 - Can you provide a general overview of the book?01:05:32 - What's changed in you in the process of writing this book?01:09:00 - What's next for your writing?01:10:33 - What book has inspired you?01:14:01 - What are you up to these days? (A way for guests to share and market their projects and work.)This series has become my Masterclass In Humanity. I'd love for you to join me and see what you take away from these conversations.Learn more about The Book Leads and listen to past episodes:Watch on YouTubeListen on SpotifyListen on Apple PodcastsRead About The Book Leads – Blog PostFor more great content, check out the catalog for my newsletter Last Week's Leadership Lessons, if you haven't already!

What does it mean to govern a decision model instead of a roadmap? In this episode of the CPO Rising Series hosted by Products That Count Resident CPO Jay Patel, Rakuten Rewards CPO Nilesh Khandelwal will be speaking on how AI is shifting the product leader's job from execution management to decision architecture. He also shares his three-bucket prioritization framework, the concept of "glues" as a retention lever, and why saying no to guaranteed revenue is sometimes the most strategic move a CPO can make.

Artificial intelligence is everywhere. The question is no longer whether AI will change work. The question is whether humans will continue to think critically while using it. In this episode, Dr. Wayne Pernell sits down with Sameer Ranjan, CTO and Director of Data Science at Catenate, to discuss how AI can be used to enhance human potential rather than replace human judgment. Sameer shares how his company helps organizations identify talent, improve workforce mobility, reduce turnover, and create measurable learning outcomes. Together they explore behavioral economics, Ikigai, career transitions, critical thinking, creativity, and the growing importance of curiosity in an AI-driven world. They also discuss: Human-centered AI• Workforce intelligence• Career transitions and upskilling• Learning and development measurement• Emotional intelligence and data• Curiosity as a leadership advantage• Critical thinking in the age of AI• The future of work and talent development If you're a leader, educator, founder, HR executive, or simply curious about how humans and AI can work together more effectively, this conversation is for you. Sameer Ranjan's LinkedIn: linkedin.com/in/sameerranjan009 Hosted by Dr. Wayne Pernell.

In this episode, MichaelAaron and Richard explore the intersection of artificial intelligence and behavioral science. They discuss why AI amplifies good and bad thinking alike, how overreliance can weaken judgment, why creativity risks becoming more uniform, and how understanding human behavior remains a critical advantage in the age of AI.

What does it really take to keep ethics at the forefront as AI changes the game in accounting? In this episode, Tala Khalifeh, Chief of Staff at STAXX and a leader for IMA Shared Interest Groups, joins Adam Larson for an honest, insightful chat about her journey from internal audit to championing ethics in finance. Listen as Tala shares real stories about walking away from unethical workplaces, why human judgment still matters in the age of advanced AI, and how accountants can build trust in financial outputs. Perfect for anyone in accounting or finance curious about where technology and integrity meet, this episode will leave you with practical ideas and a fresh perspective on the future of your work.

Nobel laureate, best-selling author, and groundbreaking psychologist Daniel Kahneman is also a friend and former business partner of Steve's. In discussing Danny's new book Noise: A Flaw in Human Judgment, the two spar over inconsistencies in criminal sentencing and Danny tells Steve that “Your attitude is unusual” — no surprise there. This episode originally aired on May 14th, 2021. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

See what the team at The Successful Bookkeeper has on right now → AI is moving fast, and the bookkeeping profession is squarely in its path — but not in the way most people fear. In this episode, Michael Palmer sits down with AI strategist and educator Benjamin Tasker to talk about what the shift actually looks like on the ground, which skills will separate bookkeepers who thrive from those who stall, and how to start building your own AI system without a data science degree. Chapters [00:00] Welcome and Ben's Background [03:15] From Data Science to AI Education [08:00] AI's Real Impact on Bookkeeping [12:00] Human Judgment as the Key Check [15:30] Skills That Separate Thriving Bookkeepers [21:00] Data, Systems, and AI Strategy [25:00] Opportunities to Move Up the Value Chain [29:00] First Steps for Integrating AI [32:00] Client Expectations and Transparency [35:00] Fear, Mindset, and Where to Find Ben AI Will Elevate Bookkeeping, Not Replace It Ben is direct about the headline fear: bookkeepers are not going away. "AI will help elevate what a bookkeeper does," he says. The repetitive work — transaction coding, receipt capture, anomaly detection, drafting reports — gets absorbed by AI, which frees up the bookkeeper to move from data entry to data judgment. Think less time in the books and more time coaching clients on their financial pain points. AICPA and Intuit both point in the same direction: the future of the role looks a lot more like analytics and advisory than data input. The Two Skill Lanes Every Bookkeeper Should Know Ben references the World Economic Forum's skills taxonomy, which divides skills into two tracks. AI skills — analytical thinking, systems thinking, coding — pay a premium today, but AI will eventually encroach on those. Human skills — communication, empathy, leadership — are undervalued right now but will command a premium as AI can only mimic, never genuinely replace, them. "AI can put on a facade of empathy and compassion, but it really can't have it because it's robotic." For bookkeepers, the practical focus areas are AI supervision (checking outputs rigorously), advisory thinking, digital and data fluency, and transparent client communication. The Human in the Loop Is Not Optional Ben's background in healthcare data — building algorithms to predict sepsis risk from bedside monitors — gives him a sharp view on why human validation matters. A small data error that goes unchecked can cascade into a much larger problem. "A mistake, especially for a small business owner, could cost tens of thousands of dollars." Bookkeepers already understand this: the work is either right or it isn't. That precision mindset is exactly what responsible AI use demands, and it is a genuine competitive advantage for practitioners who carry it into their AI workflows. Data Is the Oil — Build a System, Not Just a Stack of Tools One of Ben's clearest points: buying an AI tool is not an AI strategy. The framework he outlines is straightforward — start with your data (client records, call transcripts, templates, Google Sheets), run it through a system you build and control, apply AI to it, then validate and iterate. "Just because you buy an AI tool doesn't mean you have an AI strategy or even an AI business." He encourages bookkeepers to build their own processing systems rather than relying entirely on third-party integrations that can change without warning. Start small — something as simple as having AI draft follow-up emails from call transcripts is a low-risk, high-value first step. Practical First Steps and Client Communication For bookkeepers ready to start, Ben's advice is to pick a low-stakes problem, solve it, and let that build confidence. Use AI to profile prospective clients from call transcripts, automate follow-up reminders, or create a client-facing dashboard from existing data. On the client side, transparency is non-negotiable: communicate that you are using AI, explain how it benefits them, and teach them how to give better inputs so they get better outputs. "By providing inputs and encouraging your customers to use AI to show them the benefits of it, they're going to become less resistant over time." That kind of teaching deepens the client relationship well beyond what traditional bookkeeping alone can offer. Links Mentioned Ben Tasker AI: bentaskerai.com Ben Tasker on LinkedIn World Economic Forum Skills Taxonomy (AI skills and human skills tracks) The Successful Bookkeeper Pure Bookkeeping About the Guest Benjamin Tasker is an AI strategist, educator, and speaker with over 10 years of experience in data science and artificial intelligence. His background spans healthcare predictive analytics, higher education, and enterprise AI strategy. Today he helps entrepreneurs and large organizations build the skills and systems they need to navigate the AI revolution. You can find his prompting frameworks, podcast appearances, and upcoming events at bentaskerai.com. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

AI can accelerate answers. But what happens when it weakens the development of judgment, critical thinking, and human connection? Jennifer May explores the growing pressure facing middle managers, the risks organizations face when relationship-building and professional development fall away, and why ethical culture depends on much more than policies and compliance training. Drawing on nearly 30 years in ethics and compliance leadership, Jennifer shares why she believes compliance is fundamentally a relationship business and how organizations can move from being the “office of no” to becoming strategic partners in building a healthy culture. Jennifer also shares a powerful story from her university compliance work that shaped her “yes and” philosophy, revealing how trust, collaboration, and creative problem-solving can help organizations navigate difficult tensions without losing sight of innovation or integrity. This conversation is a timely exploration of leadership, accountability, AI, and the human skills organizations cannot afford to lose. Jennifer founded May Solutions Group to help companies make ethics practical, human, and actionable. She helps organizations build systems that people actually trust by replacing complexity with clarity and making ethical decision-making easier in day-to-day work. You'll discover:Why AI may weaken judgment development The growing squeeze on middle managers Why compliance is a relationship business How ethical cultures are strengthened over time The “yes and” mindset that builds trustConnect with on Social MediaLinkedIn Website May Consulting GroupCheck out all the episodesLeave a review on Apple PodcastsConnect with Meredith on LinkedIn

Everyone is chasing AI software, but the biggest opportunity may actually be services. In this video, Eric explains why top investors are betting on services-as-software, how AI is reshaping agency and consulting business models, and why the future belongs to companies that sell outcomes instead of labor. He breaks down managed growth loops, AI-powered operating systems, and the new organizational structures that will separate winners from everyone else. If you're building an agency, consulting firm, service business, or AI startup, this video will change how you think about growth, valuation, and the next decade of opportunity. Chapters (00:00) Why Services Beat SaaS (01:13) The $1 Software vs $6 Services Opportunity (02:52) Why Managed Growth Loops Matter (04:49) Agents, Loops, and Human Judgment (06:43) How Single Brain Powers AI Service Businesses (07:22) The Services-as-Software Manifesto (08:41) The New AI-Native Org Chart (10:13) Building Outcome-Based Offers (11:13) Final Thoughts

Dr. Dirk Willer is a Managing Director and Global Head of Macro and Asset Allocation at Citi Research in New York. Prior to this role, Dirk headed global Emerging Market Strategy, where he and his teams were consistently ranked in the top three in the institutional investor surveys. Previously, Dirk worked at Omega Advisors and RHG Capital as a global macro strategist and portfolio manager, and at Swiss Bank as a fixed income strategist for Russia and Eastern Europe. Dirk holds a PhD and MSc in Economics from the London School of Economics. Dirk is also the author of an influential book on how to trade emerging market fixed income, published by Wiley in 2020, and of a book on global macro trading, released in 2026. In this podcast, we discuss: Unlearning the QE Reflex Trading "Close to the Fire" The Nearest Neighbour Regime Framework PMIs vs. "Noisy" Indicators Yield Curve Inversions and Fed Lags The "GMO" Bubble Methodology Credit as the Equity Canary The Four-Indicator Dollar Model Fading Geopolitical Shocks The Role of Human Judgment in AI 

In this episode of Treasury Leaders, Host Philip Costa Hibberd, Founder of Automation Boutique, talks with Mariam (Petrosyan) Halfhide, Principal Consultant, Data & AI Strategy at Xebia, to explore how AI strategy, data governance, and organisational readiness are reshaping the future of finance and treasury.Mariam shares practical insights on why many organisations struggle to move beyond AI experimentation, the importance of building strong data foundations, and how finance leaders can bridge the gap between technology and business decision-making. She also discusses the growing role of AI in forecasting, operational efficiency, and strategic planning, while highlighting why human judgment and communication remain essential.Whether you're a treasury professional, finance leader, or simply interested in AI transformation, this episode offers valuable lessons on how businesses can adopt AI more effectively and create long-term value.What You'll Learn in This Episode:AI Strategy & Business Alignment: Why successful AI adoption starts with understanding business problems, not just implementing technology.Data Foundations Matter: How poor data quality and fragmented systems limit the effectiveness of AI initiatives.The Human Side of AI: Why communication, collaboration, and organisational readiness are critical for successful transformation.AI in Finance & Treasury: How AI can support forecasting, analytics, automation, and decision-making across finance functions.From Experimentation to Execution: Why many companies remain stuck in pilot phases and what is needed to scale AI successfully.Episode Breakdown with Timestamps:[00:00] – Introduction[01:40] – Mariam's Background in Data & AI Strategy[04:15] – Why AI Adoption Often Fails in Organisations[08:22] – The Importance of Data Quality and Governance[12:35] – Aligning AI with Business Objectives[17:10] – AI Use Cases in Finance and Treasury[22:48] – Moving Beyond AI Experimentation[27:55] – Organisational Readiness and Change Management[32:20] – Human Judgment vs AI Decision-Making[36:45] – The Future of AI in Treasury and Finance[40:10] – Final Advice for Finance LeadersFollow Our Guest: LinkedIn: https://www.linkedin.com/in/mpetrosyan/Xebia: https://www.linkedin.com/company/xebia/Follow Treasury Leaders:Website: https://corporate-treasury-101.com/LinkedIn: https://www.linkedin.com/company/treasury-leaders/Follow Our Hosts:Hussam Ali on LinkedIn: https://www.linkedin.com/in/hussam-r-ali/Guillaume Jouvencel on LinkedIn: https://www.linkedin.com/in/guillaume-jouvencel/Jan-Willem Attevelt on LinkedIn: https://www.linkedin.com/in/attevelt/Philip Costa Hibberd on LinkedIn: https://www.linkedin.com/in/philip-costa-hibberd/GHA Marketing Website: https://ghapodcast.com/Automation Boutique Website: https://automationboutique.com/ -----------------------------------------------------------------------Get $100 off any AFP product, including their CTP Exam Prep Platform, using our discount code! Find this and More on our partner's pagehttps://corporate-treasury-101.com/partners-page/

This latest PRmoment podcast with Grayling's Tom Symondson explores AI integration in public relations.Tom simplifies the process into 3 themes:AI Integration and StrategyAgencies will implement AI by prioritizing internal efficiency and service innovation. Implementation success requires depth over breadth to maximize impact.Human Augmentation and RisksAI should serve as an augmentation tool to support experts rather than replacing critical thinking. Teams must guard against efficiency-focused work becoming low quality.Operationalizing AI ImplementationAgencies should decentralize AI expertise by embedding champions within teams instead of separate hubs. Prioritizing repetitive tasks allows firms to scale high-value client services.If you want to learn more about how the future of PR will be impacted by AI, don't miss PRmoment's PR Masterclass: AI in PR.DetailsIntroduction and Optimistic Outlook on AI in PR: Ben Smith welcomed Tom Symondson, who co-leads Accordience's AI team, to discuss the impact of AI on the PR agency model.Tom Symondson expressed extreme optimism about AI's impact, asserting that core PR skills like relationships, experience, creativity, bravery, and judgment are irreplaceable. They suggested that AI will automate tasks that are not highly valued by clients or consultants, such as general research and formatting of monitoring reports, allowing consultants to focus on high-value analysis and strategic input.Emerging Opportunities and UK Investment: Tom Symondson identified that AI will generate new mandates, clients, and revenue streams, particularly around technology-focused businesses, crises, and regulation issues stemming from AI. They expressed optimism about the UK industry's potential benefit from significant investments in large language models (LLMs) by companies like Anthropic and OpenAI in London and the UK. Three Approaches for AI Implementation in PR: Agencies are anticipated to approach AI integration in three primary ways: improving internal efficiency, changing how client work is currently delivered, and creating entirely new tools and service lines that become new revenue streams. The internal efficiency focus involves automating or augmenting repeatable, client-invisible backend functions such as transcribing meetings, building action lists, and reporting processes. Tom Symondson noted that businesses should focus on depth over breadth, selecting one area for the biggest impact before moving on to the next.Understanding AI Augmentation: AI augmentation, distinct from replacement, refers to the technology supporting human experts rather than substituting them, particularly because much of the PR industry's work requires nuance. Tom Symondson gave the example of using an enterprise LLM system for new business research, where the tool supports initial framing but does not replace the consultant's own deep research process. They emphasized that the challenge for agencies is mapping out where this augmentation will have the greatest impact and providing training to take advantage of the tools.Obstacles to Successfully Embedding AI: The three main obstacles to integrating AI into an organization are cost, data and readiness risk, and time. Cost arises because enterprise-level access to AI tools is often high, and data readiness requires extensive security and system sign-off. Tom Symondson identified time as the biggest obstacle, as consultants need more time to experiment with different prompts and processes to understand the full range of AI's impact on their work.The Risk of Efficiency Over Effectiveness: Ben Smith cautioned that the "race to efficiency" can be a "race to the bottom" if not carefully managed. Tom Symondson agreed, noting the risk that increased automation could lead to less expert consultants if technology performs more research than people. The opportunity lies in using the time saved by AI to allow consultants to specialize further, for example, spending more time networking, attending events, or researching clients.The Role of Human Judgment and Criticality: Ben Smith highlighted the necessity of retaining a critical mind because LLMs, while able to generate answers quickly, still produce errors.Tom Symondson added that LLMs are excellent with structured data; therefore, agencies must connect their LLMs to accurate data tools, in addition to training colleagues on drafting effective prompts and knowing when to use the technology. They cited the doubling of AI's ability to complete long tasks every seven months, projecting that in 14 months, AI could complete a 40-hour human task.Importance of Openness and Ownership in AI Use: Tom Symondson stressed the need for consultants and agencies to use AI appropriately, ensuring it augments and supports work, rather than replacing critical thinking. A crucial element is fostering a culture of transparency where people are open about how they used AI for research, including what worked well, what struggled, and what human work was needed to finalize the product. This transparency ensures that people maintain ownership of the work product, balancing efficiency with quality.Innovation and Use Case Clarity: Ben Smith noted increased innovation in PR firms over the last 18 months, which Tom Symondson attributed to the significantly reduced ease and cost of experimentation, allowing someone to build a Minimum Viable Product (MVP) in a weekend. However, Tom Symondson suggested that there might be less innovation this year as the industry moves toward a "substance phase," focusing on embedding existing AI use cases across the organization.Creative Quality and the Need for Uniquely Human Work: Tom Symondson identified the risk of "AI slop" or ideas that look and feel similar due to over-reliance on AI-generated content (e.g., AI writing, image, or PowerPoint generation). Great creative agencies will continue to succeed because their ideas are expected to feel "uniquely human" and grounded in culture, emotional intelligence (EQ), and personality.Operationalizing AI Implementation Across Agencies: Recognizing that time is a major barrier for busy teams, Tom Symondson emphasized the McKinsey principle that depth is more critical than breadth when implementing AI.Identifying and Managing Repetitive Tasks: In the internal productivity bucket, agencies focus on automating repeatable tasks, such as templating monitoring reports from spreadsheets into client emails, which Tom Symondson estimated could number in the thousands.Structure for AI Implementation and Expert Teams: The practical implementation of AI is highly decentralized, residing within the agencies themselves. Instead of a separate AI hub, teams have AI champions who are client-facing staff who integrate AI into their normal day jobs. Tom Symondson stressed the importance of having people work on AI who are connected to the day-to-day client work.The Opportunity for PR Compared to Other Marcom Sectors: Tom Symondson suggested that because PR is less structured and repeatable than sectors like production or media buying, the impact of AI is different, offering more opportunity for PR. AI will improve PR's ability to measure and articulate the value of its work by making it easier to structure and analyze diverse data sources. The discussion concluded that in the long term, AI will not replace talent, but rather reduce the fee earned from less-valued tasks, while increasing revenue from high-value services that require judgment, advice, and impactful results.

Welcome to another episode of Forcepoint's "To the Point Cybersecurity" podcast. This week, Rachael Lyon and Jonathan Knepher continue their deep-dive conversation with Monzy Merza, exploring the transformative impact of AI in security operations centers (SoCs) and the evolving landscape of cyber threats and defense. In this episode, Monzy Merza shares candid insights into building trust and confidence in AI tools, managing the surge in AI-generated data and requirements, and the crucial role of human judgment amid technological advancements. The discussion covers everything from the realities of AI-generated errors to the challenges and opportunities for defenders as attackers adopt agent-driven threats. For CISOs and SOC managers facing the daunting task of AI transformation, Monzy Merza offers practical strategies, hard-earned lessons from the front lines, and a glimpse into future-proofing your security teams. Tune in to hear what practitioners are really experiencing in the trenches and what key questions every leader should be asking in the race to integrate AI securely and effectively. For links and resources discussed in this episode, please visit our show notes at https://www.forcepoint.com/govpodcast/e380

What does it take to bring artificial intelligence into state child welfare systems? How do you modernize legacy systems…without losing the human judgment at the heart of child welfare? And what happens when you combine data, product thinking, and human-centered design to rethink how government delivers services? Join host Michael J. Keegan and his guest Steven Hintze, Chief Data and Product Officer at the Arizona Department of Child Safety. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Summary In this episode of Frontline Innovators, Nancy Green shares expert insights on AI governance, organizational change, and effective technology adoption strategies. Discover how trust, communication, and tailored engagement are key to successful AI implementation in large enterprises. Key topics - Difference between utilization and adoption of technology - Building trust during change initiatives - Effective communication strategies for large-scale change - Role of frontline leadership in AI implementation - Measuring trust and engagement at scale - Handling resistance and skepticism towards AI - Designing scalable training and enablement programs - The importance of governance and responsibility in AI projects Chapters 00:00 Introduction to AI Governance and Change Management 04:08 Utilization vs. Adoption of Technology 07:19 The Importance of Trust in Change Management 10:00 Building Trust Through Communication 11:53 Engaging Frontline Leadership 14:59 Identifying Change Champions 18:14 Understanding Resistance to Change 20:50 Addressing Anxiety Around Change 23:35 Honesty in Communication During Change 26:29 Incentives and Performance Metrics 28:23 Motivation and Technology Adoption 32:23 Personalization in Change Management 34:26 Supporting Technologically Reluctant Workers 36:20 Minimum Viable Proficiency in Training 37:56 Bite-Sized Learning and Agile Development 40:04 User Involvement in Development 45:06 Addressing AI Concerns and User Fears 48:48 Evolving Job Roles in the Age of AI 52:15 Human Judgment in AI Utilization 56:00 Governance and Responsibility in AI Projects Resources Gretchen Rubin's Four Tendencies - https://www.amazon.com/dp/B00K4X7Q4QAI Governance Frameworks - https://www.oecd.org/going-digital/ai/ai-governance/ Guest links LinkedIn - https://www.linkedin.com/in/nancygreen Website - https://nancygreen.com  

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper speak with Ali Hussain, CEO and co-founder of Tabs, an AI-powered platform revolutionizing the revenue process for finance teams. Ali discusses how the traditional ERP systems have left revenue management behind, and how Tabs is changing the game by automating the full contract-to-cash cycle. He shares his insights on the complexity of revenue management, AI's role in financial systems, and why understanding the data context is key to success in AI-powered finance tools.Ali Hussain is the CEO and co-founder of Tabs, where he leads the development of AI-native solutions designed to automate the billing, collections, and revenue recognition process. With a background spanning product leadership at Google, strategy consulting at BCG, and public policy, Ali is at the forefront of the next wave of finance technology.In this episode, you will discover:How AI is transforming revenue management in financeThe importance of data context in AI-powered toolsWhy traditional finance systems fail to address modern revenue modelsHow Tabs automates billing, collections, and revenue recognitionAli Hussain shared invaluable insights into the future of finance, highlighting how AI is revolutionizing revenue management and financial operations. While AI brings immense potential for automation, human judgment remains crucial in making strategic decisions. Follow Ali:Website: https://www.tabs.comLinkedin: https://www.linkedin.com/in/ali-hussain786/ YouTube: https://www.youtube.com/@tabsplatform 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:[00:00] – Trailer[03:00] – Legacy Finance Systems[06:15] – Revenue Management Gaps[09:00] – How Tabs Transforms Finance[12:00] – AI in Billing & Rev Rec[15:30] – Clean Data Importance[19:00] – AI vs Human Judgment[22:30] – The Future of AI[25:00] – Complex Revenue Models[29:00] – AI Challenges in Finance[34:00] – Closing Thoughts on AI

Dan Wald, cofounder and chief AI officer at Sciemo, joins The Tech Trek for a sharp conversation about what AI can and cannot do inside real business workflows.The big question: can AI move beyond quick answers and actually support the messy, context heavy work that still lives in Excel, data teams, and functional expertise?Dan breaks down why consumer style AI has trained people to expect instant answers, why that creates risk inside companies, and why the next wave of AI products needs more than a chat box. It needs context, transparency, guardrails, and humans who understand the work well enough to challenge the output.The conversation also gets into AI agents, coding, entry level talent, narrow workflow specific AI, and why replacing judgment is a much harder problem than replacing repetitive tasks.Key takeaways• AI tools are only useful when they understand the context behind the question, not just the wording of the prompt.• Excel remains powerful because users can see the data, change assumptions, and understand the logic. AI products need to earn that same level of trust.• The best AI workflows are not black boxes. They let users inspect assumptions, challenge outputs, and adjust the answer.• Agents can speed up work, but they still need human judgment, especially when the task requires strategy, constraints, or domain expertise.• AI may change entry level work, but companies still need people who can think critically, solve new problems, and understand why the output is right or wrong.Timestamped highlights00:40 Dan explains how Sciemo helps consumer brands unify messy data and apply AI to inventory, pricing, assortment, and promotion decisions.02:30 Why the single prompt experience has changed what people expect from AI, and why that expectation can break down inside the workplace.04:19 How purpose built AI differs from general AI, especially when the workflow requires context, guardrails, and a clear goal.07:41 Why Excel is still hard to replace, and what AI systems need to learn from the control and transparency users already expect.12:57 Dan compares AI agents to unlimited interns, useful for many tasks, but still limited without expert direction.21:57 The slap chop analogy, and why faster tools do not automatically make someone better at the underlying craft.31:15 Why predictions about technology and work are so hard to get right, even when productivity clearly improves.A line that stuck“Used properly, they're great. Used poorly, it's a very new technology. There will be more mistakes than there are winners.”Practical points worth taking• Do not treat a confident AI answer as a complete answer.• Build AI around real workflows, not generic prompts.• Keep humans close to the assumptions, especially when the decision has business impact.• Use AI to move faster, but make sure someone still understands the logic behind the work.Listen nextFollow The Tech Trek for more conversations with founders, operators, and technical leaders building through the next wave of AI, data, and product change.

All of us are biased. We have individual biases, momentary biases, morning biases and evening biases. Our institutions are biased. Our constitutions are biased. So what to do about it? IDEAS producer Tom Howell explores the art of naming your most important biases — and deciding which to keep, as he continues his investigation into what the field of ‘bias studies' has to offer us. *This episode is part two of a three-part series exploring the meaning of 'bias.' It originally aired on Feb. 3, 2022.Guests in this episode:Olivier Sibony is the author of Noise: A Flaw in Human Judgment and You're About to Make a Terrible Mistake.Jessica Nordell is the author of The End of Bias: A Beginning.Jimmy Calanchini is assistant professor of psychology at University of California, Riverside.Jack Nagler was the ombudsman at the Canadian Broadcasting Corporation.

FP&A & AI Software Showcase: Explore Leading ToolsFP&A leaders are embracing AI, and we're here to help. On May 21st, I'll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una- AI. Join us for live demos, insights, and no sales pressure.Register today: www.thefpandaguy.com/fpa-software-showcaseOnto this weeks episodeIn this episode of FP&A Unlocked, Paul Barnhurst speaks with Carolina Lago, founder of Tactic Financial, about the impact of AI on financial planning and analysis (FP&A). Carolina shares her extensive experience in the industry, discusses the power of AI in transforming finance workflows, and explains how AI is amplifying the work of finance professionals rather than replacing them. She delves into her use of AI agents, like Claude, as thinking partners in her work, and gives practical advice for finance teams on leveraging AI for strategic decision-making.Carolina Lago is the founder of Tactic Financial, where she helps FP&A professionals integrate AI into their workflows through hands-on training and practical tools. With over 20 years of experience in financial planning, analysis, and modeling across multiple industries and continents, she brings a unique perspective on how technology can amplify (not replace) the work of finance teams. Expect to Learn:The evolving role of FP&A as a bridge between strategy and operationsHow AI can reduce manual tasks and enhance strategic thinkingThe importance of understanding workflows and processes in FP&A Carolina's approach to using AI as a "thinking partner" to amplify human skillsHere are a few relevant quotes from the episode:"AI is not going to replace humans; it's going to improve how we work and give us more time for strategic decision-making." - Carolina Lago"The differentiator for companies will be how they use AI to complement human intelligence, not replace it." - Carolina LagoCarolina explains that AI is not here to replace humans but to enhance their capabilities and free up time for strategic decision-making. She also emphasizes that understanding workflows and the human factor will be key in effectively integrating AI into finance roles. Follow Carolina:This week's Guest Carolina has launched a hands-on program for FP&A professionals who want to move from manual processes to AI-powered workflows. Learn to use Claude for FP&A:Course:https://hub.tacticfinancial.com/accelerator?utm_source=fpaguy&utm_medium=referral&utm_campaign=acceleratorLinkedIn: https://www.linkedin.com/in/s-carolinalago/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[02:50] – FP&A : Strategy & Operations[06:43] – AI in Reducing Manual Tasks[10:52] – Transforming Finance with AI[14:26] – Learning AI & Human Judgment[19:37] – AI in Finance: Real Applications[25:57] – The Future of AI in FP&A [33:12] – Elevating FP&A with AI[39:45] – Adopting AI in FP&A [45:30] – AI for Better Decision-Making[50:15] – Getting Started with AI[54:05] – Final Thoughts on AI & Collaboration

Happy Administrative Professionals Week! On today's episode of REACH, we're joined by Monique Helstrom, former Executive Assistant, Producer, and “Chief of” to Simon Sinek, author of Start with Why. Often described as the “HOW Girl to the WHY Guy,” Monique spent nearly a decade helping build and scale one of the most influential leadership brands in the world, giving her a front-row seat to high-level leadership, communication, and partnership. Now a keynote speaker and coach, Monique shares practical guidance for Executive Assistants on leading up, communicating with clarity, and stepping into their roles with confidence. We also explore how EAs can embrace AI as a powerful tool to stay relevant and enhance their impact. This episode is packed with actionable insights on communication, connection, and evolving as a strategic partner in today's workplace. Resources & Offers: Podcast Listener Offer Get $100 off The AI-Powered Assistant course. Learn how to think with AI so you can produce stronger work, faster, and position yourself as a strategic partner. https://www.moniquehelstrom.com/ai-powered-assistant Use code: reachpodcast April Coaching Offer Special Administrative Professionals Month pricing on coaching sessions focused on confidence, communication, career direction, and strategic partnership skills. Book a Discovery Call: https://api.leadconnectorhq.com/widget/bookings/discoverycallwithmonique Double Course Bundle (April Only) Get The AI-Powered Assistant and Introduction to Effective Communication together to build both technical skills and communication clarity. Explore the bundle: https://moniquehelstrom.thinkific.com/bundles/administrative-professionals-month-2026 About Monique Monique Helstrom is a recruiter, coach, and speaker specializing in the executive–assistant partnership. A former Executive Assistant to Simon Sinek, she now helps executives hire and work effectively with high-level assistants and supports assistants in building strategic, future-proof careers. Website: www.MoniqueHelstrom.com Instagram: https://www.instagram.com/moniquejhelstrom/ LinkedIn: https://www.linkedin.com/in/moniquehelstrom/ YouTube: https://www.youtube.com/channel/UCrz2UEjZterB-2AdKZuAYxQ Facebook: https://www.facebook.com/MoniqueJHelstrom

On this episode of the Woodard Report podcast, Heather and Joe talk about the rapid evolution of AI, highlighting new developments like Xero's partnership with Anthropic and the growing role of AI agents in business operations. They explore how AI is shifting from simple assistance to performing complex tasks, while emphasizing the continued need for human oversight, judgment, and ethical responsibility. The conversation also balances excitement with caution, urging professionals to adopt AI strategically while staying informed about its risks and limitations. Current events — Xero and Anthropic Team Up on AI for Small Businesses Microsoft Released a Report titled "2025: The Year the Frontier Firm is Born" TV/Movie quote of the week — The Good Place The PITT Excellent things we learned — Use artifacts to visualize and create AI apps without ever writing a line of code A World Without Work by Dr. Daniel Susskind Member spotlight — Karem Ospino of Ospino Consulting The Woodard Report article of the week — What Accounting Websites Get Wrong + What Pros Recommend Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at Woodard.com/podcast

We are delighted to welcome Ashleigh Cook, the Chief Marketing Officer of RainFocus, as today's guest. In this episode, Ashleigh focuses on strategy, data, AI, and the aspects of events that must change. Stay tuned to learn how, with the right strategy and data foundation, events can truly become impactful drivers of business growth. Ashleigh's Journey Ashleigh began her career in the research and advisory space at companies such as Gartner and Forrester, where she managed marketing programs and consistently tracked events that drove the strongest growth. She joined RainFocus in 2020, during the pandemic, inspired by its focus on data and personalization. There, she saw firsthand how virtual events expanded reach and accessibility, and how hybrid experiences strengthened engagement. Today, she collaborates with leading brands to develop event strategies that enhance business outcomes. Events Ashleigh believes that events are one of the most effective ways to bring teams together around the customer experience. They help attract new customers, deepen relationships, and build loyalty. She points out that conversion rates from events are consistently strong, making them a powerful channel when used intentionally. Formatting Events The format of an event should always reflect its goal—virtual works well for reaching wider audiences and delivering content at scale. In-person is more impactful for connection and relationship-building. Hybrid offers flexibility, while roadshows are becoming more common to meet audiences where they are. Clear Intent A key message from Ashleigh is to avoid running events just because they happen each year. She encourages organizations to be clear about what they are trying to achieve, and then design the event around that goal. Beyond Attendance Ashleigh explains that event registrations and attendance only tell part of the story. What really matters is how people engage at events, the sessions they attend, who they meet, and how actively they participate throughout the event. Data Ashleigh emphasizes the importance of event data after the event ends. Teams should focus on follow-up, understanding attendee interests, and tracking how those interactions turn into opportunities, accelerated deals, and long-term relationships. Data Strategy Data should be intentional. Instead of simply collecting information habitually, organizations should consider how they will use it across the entire customer journey, from registration to post-event engagement. Personalization With the right data, events can become far more personalized. Attendees can be guided toward sessions, content, and experiences that match their interests, making their time more valuable and increasing engagement. AI AI helps teams save time and work more efficiently. It supports recommendations, workflows, and analyzing feedback, allowing teams to focus less on logistics and more on creating better experiences. The Human Element While AI is powerful, Ashleigh is clear that it cannot replace human connection. The real value of events lies in relationship building, trust, and in-person interactions. An Ongoing Journey Ashleigh encourages people to think beyond one single event. Events should connect to a broader journey, where each interaction builds on the last and helps teams engage more meaningfully over time. Events Are Growing More organizations are investing in events because they offer a real connection in an increasingly digital world. Events cut through the noise and create lasting impact. Learning and Staying Relevant Keeping up with new tools and trends does not have to be overwhelming. Ashleigh recommends learning from peers, joining professional communities, and experimenting with new technologies to build confidence and improve results. Authenticity Matters Authenticity matters. As more content becomes automated, people are becoming more adept at spotting what feels real. Lasting connections and strong brands come from genuine, human interaction. BIO: Ashleigh Cook, Chief Marketing Officer at RainFocus Ashleigh is an accomplished marketing executive with deep expertise in sales, marketing, and product best practices and technology. She is driven by a passion for helping high-growth companies establish and scale marketing functions to deliver an exceptional customer experience that aligns with rapidly changing expectations and technology advancements. Before RainFocus, Ashleigh led marketing teams spanning GTM strategy, demand generation, ABM, client marketing, and operations at SiriusDecisions and Forrester. Ashleigh holds her BSBA in Marketing from the University of Richmond. Outside of work, she enjoys spending time with family, golfing with her husband, being active with her dog, and traveling. Connect with Eric Rozenberg LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Connect with Ashleigh Cook On LinkedIn RainFocus  

Paul Sill uses data and predictive analytics to help retailers, restaurants, and other brick-and-mortar businesses make site selection decisions. Paul explains the critical difference between correlation and causation in retail data, explaining that misreading data can lead to costly mistakes. He also discusses how new data sources like social media behavior and mobile foot traffic are shaping modern site selection, why AI still can't replace human judgment in real estate modeling, and the importance of validating instincts with data. Paul, who also teaches at DePaul University, emphasizes that good analytics are about mitigating risk, not providing easy answers. Paul Sill is Managing Director and Head of the Visionary Insights Group at JLL, James Cook is the Director of Retail Research in the Americas for JLL.  Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  YouTube: http://everythingweknow.show/ Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.    

Host Anca Platon Trifan records a live Events Demystified panel with Niesa Silzer (Details Convention & Event Management), Epiphany Bourque (TK Events), and Dustin Westling (OneWest Event Design & Production) on human-first systems and leadership in event work.

As AI accelerates, many leadership conversations focus on tools, efficiency, and productivity. This episode of Partnering Leadership takes a different approach. Host Mahan Tavakoli is joined by Andrea Iorio, a global AI thought leader, former senior executive at Tinder and L'Oréal, and the author of Between You and AI.Andrea brings a rare combination of global operating experience, deep technology fluency, and philosophical clarity to the conversation. Rather than asking how leaders can use AI better, he challenges a more uncomfortable question: what still belongs uniquely to human leadership when machines increasingly outperform us at speed, scale, and analysis.Throughout the discussion, Andrea and Mahan explore why AI is not “coming for jobs,” but for tasks, and how that distinction changes the leadership equation. They examine the risks leaders face when productivity gains mask a deeper erosion of judgment, accountability, and strategic clarity. The conversation surfaces how easy it is for leaders to outsource responsibility to systems that feel objective, confident, and precise.The episode also confronts the hidden consequences of hyper-optimization. While AI can dramatically increase control and efficiency, Andrea argues that leaders must decide where judgment, agency, and human responsibility still matter most. From decision-making and talent development to trust, empathy, and innovation, the discussion highlights the leadership work that cannot be automated without cost.This is a thoughtful, grounded conversation for leaders who sense that AI is reshaping not just work, but the very nature of leadership itself—and who want to stay accountable, relevant, and human in the process.Actionable TakeawaysYou'll learn why AI is changing leadership less by replacing people and more by redefining which tasks still require human judgment.Hear how relying on AI for productivity can quietly reduce differentiation when everyone has access to the same tools.Discover why leadership accountability cannot be delegated, even when decisions are automated.You'll hear how past success can become a liability when leaders stop questioning assumptions that once worked.Learn why AI literacy is not technical mastery, but understanding where data, questions, and outputs can mislead.Hear how hyper-optimization can narrow what organizations notice and weaken learning over time.Understand why the “human-in-the-loop” is about responsibility, not distrust of technology.Explore how leaders can use time saved through automation to strengthen judgment rather than accelerate busywork.Learn what thriving organizations do differently as they design hybrid teams of humans and intelligent systems.Connect with Andrea IorioAndrea Iorio WebsiteAndrea Iorio LinkedInBetween You and AI: Unlock the Power of Human Skills to Thrive in an AI-Driven WorldConnect with Mahan Tavakoli: Mahan Tavakoli Website Mahan Tavakoli on LinkedIn Partnering Leadership Website

In this Ask Me Anything episode, Ryan Michler and Kipp Sorensen answer powerful questions from the Iron Council on leadership, fatherhood, faith, discipline, and personal responsibility. They explore how to eliminate noise and live an integrated life, coach teenage boys through cultural conflict, raise resilient children, and avoid bureaucratic leadership traps. The conversation also confronts modern church culture, challenges the pursuit of comfort over growth, and defines what it truly means to be present as a father - even when work demands time away. SHOW HIGHLIGHTS 00:00 - Episode Introduction 03:50 - Signal vs Noise and Life Integration 14:27 - Coaching Teens Through Cultural Conflict 22:52 - Leadership Systems vs Human Judgment 34:41 - Faith, Masculinity, and the Modern Church 47:29 - Helping Kids Find Their Passion 52:31 - Defining Presence as a Working Father 56:19 - Men's Forge Event Announcement Battle Planners: Pick yours up today! Order Ryan's new book, The Masculinity Manifesto. For more information on the Iron Council brotherhood. Want maximum health, wealth, relationships, and abundance in your life? Sign up for our free course, 30 Days to Battle Ready