Podcasts about Intuit

Kawhi Leonard is still that dude. Lucas, Shap, and Cole (@colehoops) talk about a great game, featuring Kawhi dropping a cool 39 points with clinching offensive and defensive plays. The guys talk medals, the rotation adjustments, what to expect going to LA, and hype now that LA has Home Court Advantage heading for their first game at the Intuit Dome.

Welcome to the Digi-Tools in Accrual World Podcast - your place for accounting tech news!   This episode is sponsored by FYI, the new practice management challenger, John and Ryan bravely soldier on without Indi to keep them in line.   They dive deep into Xero's new API-like MCPs, discuss the eye-watering $2.2 billion valuation of Penny Lane, and share updates from a huge week of product releases - from FreeAgent, Intuit TaxCalc Joiin, Workflow Max and Countingup.     00:00 Intro 02:49 App News   ~~~~~~~~~~~~~~~~~~~~~~ 02:52 Xero adds MCP server for smarter integrations 08:34 Pennylane doubles valuation to $2.2bn 11:27  FreeAgent rolls out CIS features for contractors 13:49   Intuit adds project tools to enterprise suite 16:39 TaxCalc bridges the MTD spreadsheet gap 25:32 Xero and Sumday partner on free carbon accounting tools 28:20  Countingup introduces new product features 30:55 WorkflowMax shares latest product updates 33:39 Joiin unveils new features in ‘Joiin Unwrapped' ~~~~~~~~~~~~~~~~~~~~~~~ 37:11 From Outsourced Finance Provider to Partner: Winning Against the In-House Trend: Xledger   47:29 Outro

The tools that could 10x your business growth are already at your fingertips—you just haven't explored them yet! Today, I am hosting my husband, Chris Winfield, who's gone deep down the AI rabbit hole, to share the latest tools and strategies that every entrepreneur needs to know.  From better content creation and client engagement to building smarter systems, we cover the exact ways AI can help you grow without burning out. We explore platforms like Claude, Grok, ChatGPT, and HoneyBook, an all-in-one business manager that's integrating AI in a way that saves time and streamlines operations. So, if you've been overwhelmed by AI or unsure where to start, this conversation will flip the switch. Join us and discover how to embrace the shift and make AI your most valuable team member. Want to see these tools in action? Be sure to join our upcoming free training with HoneyBook. "You don't need AI to get it perfect, and you don't want to just take the first output and go with it. You want to always review everything that AI is creating for you." ~ Chris Winfield In this Episode: - Meet Chris Winfield - Exploring initial AI tools and the introduction of ChatGPT - Mastering AI Tools and their impact on business  - Practical AI applications for entrepreneurs - How to create prompts and avatars for writing GPTs - Advanced AI tools and techniques for business - Future of AI and its implications - Why it is critical to explore AI tools daily - Conclusion and upcoming webinar with HoneyBook Join Our Free Webinar With HoneyBook: https://bit.ly/FreeWebinarWithHoneyBook  About Chris Winfield: Chris Winfield is a renowned entrepreneur, writer, and coach dedicated to helping individuals build authentic relationships to achieve their goals. As the founder of Super Connector Media, he emphasizes the power of genuine connections over traditional networking tactics. Chris has contributed to publications like Inc., Entrepreneur, Business Insider, and TIME, and has been featured in over 200 media outlets, including The Wall Street Journal, The New York Times, and NBC's Today Show. He has assisted clients from companies such as Disney, Virgin, and Intuit in leveraging media and influencer relationships to enhance credibility and drive profit. Website: https://www.chriswinfield.com/  Instagram: https://www.instagram.com/chriswinfield/  Facebook: https://www.facebook.com/thechriswinfield  LinkedIn: https://www.linkedin.com/in/chriswinfield/  Where to find me: IG: https://www.instagram.com/jen_gottlieb/    TikTok: https://www.tiktok.com/@jen_gottlieb     Facebook: https://www.facebook.com/Jenleahgottlieb    Website: https://jengottlieb.com/    My business: https://www.superconnectormedia.com/     YouTube: https://www.youtube.com/@jen_gottlieb

Doug C. Brown, CEO of CEO Sales Strategies, is a renowned Sales Revenue and Profit Growth Expert. He is the creator of a predictable, reliable, measurable, math-based model for sales revenue growth. Using this system, Doug helps businesses and independent business professionals dramatically increase their sales. Doug has served as the independent President of Sales and Training for Tony Robbins and Chet Holmes, achieving a 143% increase in close rates and a 4150% sales boost in six months. He has built over 35 businesses, generating over $900 million in sales for himself and his clients.His expertise has benefited companies like Intuit, CBS Television, Procter & Gamble, and thousands of other businesses. He has earned Top Sales Professional Awards and led high-performance teams.Doug's latest venture, Vibitno, is a revolutionary sales automation software designed to increase sales revenue by enhancing follow-up efficiency, boosting client retention, and increasing sales productivity.For four decades, Doug has shared his knowledge to help others achieve extraordinary sales growth through simple, effective steps.Connect with Doug here:https://www.linkedin.com/in/dougbrown123/https://www.facebook.com/profile.php?id=100076044798202&mibextid=LQQJ4dhttps://www.instagram.com/dougcbrown_https://ceosalesstrategies.com/Don't forget to register for our FREE "Scale Your Business Using LinkedIn" Workshop here:https://www.thetimetogrow.com/scale-your-business-blueprint-workshop-april2025

SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailored for construction businesses, and early implementations of AI for business insights. Hector also shares his thoughts on the future of IES pricing models and how AI might differentiate QuickBooks Online from Enterprise Suite offerings.{campaign_start}}(00:00) - Welcome and Introduction (00:44) - Overview of Intuit Enterprise Suite (01:05) - Defining Mid-Market and Enterprise Software (02:48) - Pricing and Client Quotes (06:43) - New Features in Intuit Enterprise Suite (07:55) - Multi-Entity Allocation Tool (16:18) - Consolidated Dashboards and Reports (23:49) - Forecast Reports and Project Budgets (37:23) - Cost to Complete Project Report (39:08) - AI Import for Project Budgets (41:36) - Task Management in Intuit (52:25) - Third-Party Integration Enhancements (54:37) - Speculations on Pricing Transparency (01:01:23) - Future of AI in QuickBooks (01:06:36) - Upcoming Events and Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comMarch 2025 IES Release Notes:https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/ies/ies-sales-marketing/March2025productreleaseoverview.pdfLinksHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Alicia's Payment Class http://royl.ws/QB-Payments-CourseChart of Accounts in QBO: http://royl.ws/QBOCOAReconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

The Trump administration has decided to terminate the IRS's Direct File program, according to a source familiar with the situation, putting an end to the free electronic filing system that congressional Republicans and the tax preparation industry have had in their crosshairs since its creation. Work on Direct File began during Joe Biden's presidency, bringing together some of the administration's top technical and product minds and tapping into funds from the Inflation Reduction Act. Providing all U.S. taxpayers with a free filing tool would have put the country in line with most developed nations. But despite what the IRS considered to be a successful launch last year, Direct File's future was murky after President Donald Trump's election and the administration's welcoming of Elon Musk's DOGE into the government tech world. The pending elimination of the free filing tool was celebrated Wednesday by the makers of TurboTax. Derrick Plummer, an Intuit spokesman, called Direct File “a solution in search of a problem, a drain on critical IRS resources and a waste of taxpayer dollars.” Consumer advocate groups panned the Trump administration's decision. Susan Harley, managing director of Public Citizen's Congress Watch division, said in a statement that scrapping Direct File “is almost literally taking money out of our pockets.” Dean Ball, a policy scholar with a focus on the intersection of history, political theory, policy and technology, is joining the Trump administration as a senior policy advisor on artificial intelligence and emerging technology, he announced Tuesday on the social media platform X. Ball said in his post of joining the Office of Science and Technology Policy: “It is a thrill and honor to serve my country in this role and work alongside the tremendous team [OSTP Director Michael Kratsios] has built.” He comes to OSTP from the Mercatus Center at George Mason University, where he has served as a research fellow for the past year. Ball is also the author of an AI-focused blog called Hyperdimensional, in which he has defended the AI Safety Institute and commented on the Trump administration's terminations of probationary employees, saying the move had unintended consequences. Ball also wrote recently that he is interested in AI being built at the same time that the Trump administration and Republicans “seek to advance theories of a ‘unitary executive' — the notion that the president exercises the powers granted to him by the Constitution and Congress absolutely.” The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook GroupQB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Greetings00:24 Overview of Today's Session01:22 Meet the Hosts03:11 Technical Announcements and Challenges05:15 QuickBooks Updates and Features05:57 Polling Question: QuickBooks Versions08:19 Client Access Roles in QuickBooks Online13:09 Migration from Tags to Custom Fields32:27 Introduction to Automatic Matching Transactions33:55 Concerns and Caveats of Auto Matching36:41 Payroll and Tax Payment Enhancements38:28 Intuit Enterprise Suite Updates43:22 QuickBooks Desktop Migration Options52:06 QuickBooks Payments and Revenue Share01:00:28 Handling Write-Offs in QuickBooks Online01:06:08 Conclusion and Upcoming Topics

In this episode of Tank Talks, we dive into one of the most significant shifts happening in tech right now: the rise of AI agents.Our guest, Adam Coccari, has a front-row seat to the AI transformation as the Managing Director of HubSpot Ventures. But what makes Adam's story so compelling is how it began, not in boardrooms, but in a classroom, teaching 4th-grade math. From building an educational gaming app with no tech background to helping launch Microsoft's venture fund, Adam's journey is anything but typical.We explore why agentic AI is reshaping how work gets done, which sectors are already feeling the shift, and how founders can build winning SaaS companies without bloated teams or massive rounds. Adam breaks down what separates lasting startups from hype-fueled flashes and shares tactical advice for early-stage founders navigating the AI-powered future of business.From Teacher to Tech: Adam's Unusual Path to Venture (00:01:54)* Why building a math app for kids led Adam into tech* Lessons from the classroom that still shape his leadership today* How “Math Evolve” became a top-ranked game and what went wrongCloud, AI & Lessons from Microsoft (00:09:07)* What Adam learned working on Azure before it was cool* How B2B sales, marketing ops, and funnels really work* The early power of machine learning in enterprise use casesInside Corporate VC and the M12 Playbook (00:11:59)* What most corporate venture arms get wrong* Why being “just strategic” isn't enough anymore* How M12's independent structure helped them win dealsWhy Agentic AI Is Having Its Moment (00:21:46)* What makes AI agents different from traditional automation* Why back-office work is ground zero for agentic disruption* Real examples in bookkeeping, AR, customer service, and moreBuilding AI SaaS in 2025: What Founders Need to Know (00:24:31)* The rise of vertical SaaS powered by AI* What “experimental ARR” means and how to see through it* Why speed, execution, and domain knowledge beat scaleHow Startups Should Think About Go-To-Market (00:27:10)* Why PLG-first startups may scale to enterprise better than top-down players* What metrics actually matter in early-stage AI SaaS* Why a 3-person team can now do what used to take 30What Investors Are Looking For Now (00:34:08)* What Adam really looks for in AI founders* How he spots resilience, vision, and product intuition early* Why founder-market fit is more important than everPartnering, Platforms & Navigating Corp Dev (00:41:28)* The truth about working with big platforms as a startup* How to think about M&A as a long-term signal, not a strategy* Why transparency and trust still matter in the AI eraThis isn't just another AI hype episode. It's a real look into how work, software, and venture are changing fast. As AI rapidly reshapes how businesses operate, startups and incumbents alike stand at a crossroads: adapt or fall behind. Adam Coccari makes it clear: Agentic AI isn't on the horizon; it's already here, transforming how teams handle back-office tasks, optimize workflows, and scale faster with less. The question is: will companies embrace AI as a force multiplier, or get left behind in an era where agents don't just assist, they execute?About Adam CoccariAdam Coccari is the Managing Director of HubSpot Ventures, where he leads investments in early-stage SaaS and AI startups. He was previously a founding member of Microsoft's M12 venture arm and led venture efforts at Intuit. Adam began his career as a math and technology teacher, where he created the hit educational app Math Evolve, featured globally by Apple.Today, he focuses on backing bold founders building AI-native applications, with a special eye on agentic workflows, vertical SaaS, and B2B automation. His mix of product intuition, startup empathy, and platform strategy makes him one of the most thoughtful voices at the intersection of SaaS and AI.Connect with Adam Coccari: https://www.linkedin.com/in/adam-coccari-9932a134Visit the HubSpot website: https://www.hubspot.com/venturesConnect with Matt Cohen: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to the Show (00:35) - QuickBooks Online's Chart of Accounts Evolution (02:18) - Reactions to the New Chart of Accounts (04:01) - Renaming Classic Categories (07:33) - GAAP and Custom Chart of Accounts (12:14) - Detail Types and Tax Preparation (17:33) - Managing Opening Balance Equity (21:51) - Undeposited Funds Workflow (25:20) - Reconciliation Discrepancy (27:47) - QuickBooks Online Adjustments (30:32) - The Importance of Numbering Systems (33:59) - Reclassify Tool and Modern Categories (37:21) - Meals and Entertainment Changes (38:52) - Merchant Services and Modern Expenses (43:47) - Final Thoughts and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comAlicia's classes:Chart of Accounts in QBO: http://royl.ws/QBOCOAReconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOCredit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cardsVeronica's class:QBO Paid Diagnostic Review System: http://bit.ly/5mb_diagnostic

Send us a textWhen a medical misdiagnosis shattered Erin Brown's trust in the system she had worked in for 25 years, it sparked an unexpected spiritual awakening. A former nurse and medical instructor, Erin's journey from science to spirituality began with meditation—and led her to powerful visions and a new path as an energy alchemist. In this inspiring conversation, Erin shares how she bridges the worlds of medicine and mysticism, explaining the Schumann Resonance and how Earth's electromagnetic frequencies impact our bodies, moods, and creativity. Erin breaks down how energy patterns mirror emotional cycles, and how tuning into these natural rhythms can support our healing and growth. We also explore timeline shifts, quantum jumps, and the deeper meaning of ascension—not as escape, but as an evolving consciousness. Whether you're grounded in science or drawn to spirit, Erin's insights offer a grounded, transformative lens for navigating life with more awareness.To learn more about Erin or to book a session with her:Visit: www.consciouslyerin.comFollow her on TikTokClairvoyaging is now a fiscally sponsored project of Fractured Atlas, a 501(c)(3) charity, so any donations are now tax deductible. If you'd like to support our projects that aim to foster understanding for diverse spiritual belief systems, visit www.clairvoyaging.com/support. She Leads with CAREShe Leads with CARE is a limited podcast series hosted by actor and producer Bellamy...Listen on: Apple Podcasts SpotifySupport the show-- DONATE to the Clairvoyaging Documentary (it's tax-deductible!)-- SUBSCRIBE in your preferred podcast app! -- Follow @clairvoyagingpodcast on Instagram.-- Send us an email: clairvoyagingpodcast@gmail.com-- Become a Clairvoyager on Patreon and get access to exclusive extras!

Send us a textPresented in partnership with NexusPoint Feeling overwhelmed in your business? If you're stuck in a loop of constant tasks and firefighting, you're operating—not owning. The solution isn't more hours, it's smarter systems and empowered delegation.That's where NexusPoint comes in. With over a decade of entrepreneurial experience, they help founders streamline operations and integrate global talent—so you can lead like a CEO, not just survive like an operator.Exclusive for The Renaissance Podcast listeners: NexusPoint is waiving their $500 recruiting fee. 

Here's what to expect on the podcast:Sharissa's journey from tech leadership to coaching.Understanding and identifying burnout.How introverts can thrive in leadership without changing who they are.Balancing work and self-care.Practical tips for introverts to lead with confidence and authenticity.And much more! About Sharissa:Sharissa Sebastian Deppen is the CEO of Leadership Mastery Alliance; a company specializing in supporting introverted servant leaders who are women in corporate leadership. She's a leadership and executive coach with an MBA, MSc in Technology Leadership, and her PCC Certification from the International Coaching Federation (ICF), as well as a Myers Briggs Certified Practitioner. She has 15+ years of corporate leadership experience, in addition to coaching several Fortune 100 leaders and executives.She's also a TEDx speaker and TEDx speaker coach, an award-winning international keynote speaker, a writer for Forbes and the Huffington Post, a member of Forbes Coaches Council, a Professor at Southeastern University, and an advisory board member at the University of South Florida.Her many years of experience include helping leaders draw on their God-given strengths and abilities, see their value, and be able to bring out the best in themselves and others, all while having fun, being fulfilled and not burning out! She's able to masterfully help them navigate their blind spots while thriving in their zone of genius to take their career and leadership to a level that has a significant impact on themselves, their teams and their organization.Her clients include leaders and executives at companies such as LinkedIn, Facebook, Google, Amazon, Twitter, Microsoft, Harpo Studios, Bank of America, CNN, The United Nations, Intuit, SalesForce, BP, Fedex, Comcast, Deloitte, Accenture, Keurig Dr. Pepper, Victoria's Secret, Warner Brothers Studios, US Bank, Coinbase, Ameriprise Financial, Nestle, Virgin, Mars, Slack, Space Force, among others. Connect with Sharissa Sebastian Deppen!Website: https://www.leadershipmasteryalliance.com/Email: info@leadershipmasteryalliance.comLinkedIn: https://www.linkedin.com/in/sharissasebastian/----- If you're struggling, consider therapy with our sponsor, BetterHelp.Visit https://betterhelp.com/candicesnyder for a 10% discount on your first month of therapy.*This is a paid promotionIf you are in the United States and in crisis or any other person may be in danger -Suicide & Crisis Lifeline Dial 988----- Connect with Candice Snyder!Website: https://www.podpage.com/passion-purpose-and-possibilities-1/Facebook: https://www.facebook.com/candicebsnyder?_rdrPassion, Purpose, and Possibilities Community Group: https://www.facebook.com/groups/passionpurposeandpossibilitiescommunity/Instagram: https://www.instagram.com/passionpurposepossibilities/LinkedIn: https://www.linkedin.com/in/candicesnyder/Shop For A Cause With Gifts That Give Back to Nonprofits: https://thekindnesscause.com/Fall In Love With Artists And Experience Joy And Calm: https://www.youtube.com/@movenartrelaxation

Got a team member who keeps missing deadlines and making mistakes? Dealing with a colleague who seems annoyed by anything that comes out of your mouth?Last month, I did 3 speaking gigs back-to-back with different audiences:A C-Suite Retreat in Laguna Beach (fancy, right?)A session with the West Valley Warner Chamber of Commerce on teamwork cause the teamwork makes the dream works!)A private retreat at Lido House in Newport Beach for API government affairs execs from Intuit, Coca-Cola, Turo, Edison, Health Net, Kaiser Permanente, and East West Bank (yes, that's a lot of power in 1 room!)And guess what? No matter the industry or leadership level, the same question kept coming up:How do I communicate with people who just don't think like me?Like a marketing exec who pulled me aside and said:“How do I talk to accounting people? I'm flowery, and they're...not.”If you're working hard and ever struggled to getting your message across, and making sure something gets done catch this 18-minute episode, we break it down: Why talking to different personality types is like practicing a sport (or scrolling TikTok—consistency is key!)How a team dashboard can keep everyone on the same page (aka fewer “per my last email” moments)How AI can help you edit emails, texts, and messages so your message comes across to the other person based on their communication style and goalsResources Mentioned:More info on Conscious ConversationsEpisode 47. Scripts & Strategies for Boundaries and Negotiation for WOC Leaders with Accion Opportunity Fund (52 mins) Apple | SpotifyEpisode 99: How to Develop Executive Presence & Own the Room You're In (My Talk from NextUp Summit) (1 hour) Apple | SpotifyWhere We Can Connect:Schedule a Business & Career Review call with me to see if it's a good fit to work together: elainelou.com/callCheck out our 314 client reviewsFollow the Podcast on AppleFollow the Podcast on SpotifyFollow Elaine on Instagram: @elainelou_Connect with Elaine on LinkedIn: Elaine Lou CartasCheck out our other podcasts for Women of Color

What do Spotify, Google Meet, and your expense report tool have in common? They could all delight your users—if you design for more than just function. In this episode, Dr. Nesrine Changuel breaks down the emotional motivators that transform average products into unforgettable ones. Overview What separates a good product from a great one? According to Dr. Nesrine Changuel, it's not just meeting functional needs—it's creating emotional delight. In this episode of the Agile Mentors Podcast, Brian Milner sits down with Nesrine, a former product leader at Google, Spotify, and Microsoft, to explore how emotional connection is the secret sauce behind the world’s most beloved products. They dive into Nesrine’s “Delight Framework,” reveal how seemingly mundane tools (like time-tracking software or toothbrush apps!) can create joy, and explain why delight isn’t a nice-to-have—it’s a competitive edge. Whether you're a product owner, product manager, or just want to build better user experiences, this episode will change how you think about your backlog forever. References and resources mentioned in the show: Dr. Nesrine Changuel Product Delight by Dr. Nesrine Changuel Blog: What is a Product? by Mike Cohn #116: Turning Weird User Actions into Big Wins with Gojko Adzic #124: How to Avoid Common Product Team Pitfalls with David Pereira Join the Agile Mentors Community Subscribe to the Agile Mentors Podcast Want to get involved? This show is designed for you, and we’d love your input. Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one. Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com This episode’s presenters are: Brian Milner is SVP of coaching and training at Mountain Goat Software. He's passionate about making a difference in people's day-to-day work, influenced by his own experience of transitioning to Scrum and seeing improvements in work/life balance, honesty, respect, and the quality of work. Dr. Nesrine Changuel is a product coach, advisor, and speaker with over a decade of senior product management experience at Google, Spotify, and Microsoft, where she led major consumer products like Chrome, Meet, Spotify, and Skype. She holds a Master’s in Electrical Engineering and a PhD in Media Processing and Telecommunications and is based in Paris. Auto-generated Transcript: Brian Milner (00:00) Welcome back Agile Mentors. We're back for another episode of the Agile Mentors podcast. I'm with you as always Brian Milner and today I have a very special guest with me. I have Dr. Nesrine Changuel with me. Welcome in Nesrine. Nesrine (00:14) Hi, Brian. Thanks for having me. Brian Milner (00:16) I'm very excited to have Nesreen with us. I think this is going to be a really, really great episode for all of you product owners out there or product specialists, anybody who works in the product area. I think you're going to find this really interesting and you're going to want to bookmark this one. Maybe even come back to this a little bit. Nesreen is a coach, a speaker, particularly in the product area. She has previously worked at Google. She's worked at Spotify, at Microsoft, so no stranger to large enterprise, very high profile products that she's worked on in the past. She has a book coming out in May, so look for this book. It's called Product Delight. And that's really what we're going to be focusing on here is the concept of eliciting or generating kind of an emotional response to our product. I guess I'll start by, did you stumble upon this? What drew your interest to people's emotional response to products? Nesrine (01:19) Yes, so maybe I can share the story how I came to this topic and how I became so vocal about it. So in addition to being a product manager and leader over the last decade, I was always and I always enjoyed being a speaker. So I always wanted to go on stage and share insight. This is probably coming from my research background, because when I used to be a researcher, I traveled the world to go and present my research work and When I became a product manager, I kept this habit with me. So I always been on stage and I spoke about different topics like product discovery, product operation, different topics. Until one day I got reached out by a conference organizer and he said, Hey, Nisri, we want you on stage, but we have an idea for a topic for you. I'm not that used. Usually I come up with idea myself, but I said, okay, what do want me to talk about? And he said, Hey, Nusreen, you have been working for Spotify, for Microsoft, for Google Chrome and Google Meet, and we all admire those products and we consider them very successful products. What if you come and tell us what's the common thing that probably is there any common thing that made those products successful? Being an insider, being within those company, could you share with us something that you consider in common between those products? To be honest with you, I found it challenging at the same time interesting as an exercise. I was not, by the way, able at that time to answer the question, what's in common? So I sat down and I did the exercise myself and I started to think what was really in common? What made Skype Skype? What made Spotify Spotify and those Google products so successful? And I came to the following conclusion. I found that what made those products so successful is that they don't only solve for functional needs, but they also solve for emotional needs. So when we use a particular product, we use it for a certain functional need, but we also use it for an emotional need. And without even knowing that I have been doing it for more than 12 years, I came to the conclusion that, my God, during all those years, I have been focusing so much into users need from both angle, functional and emotional. So I came on stage and I spoke about that topic and from that day, I started to give it a name. I'm calling it emotional connection. I'm calling it product delight. And I'm here to share more about it as well. Brian Milner (03:50) That's awesome, yeah. I mean, I think we do hear a lot and we focus a lot on that functional kind of need, the way you differentiate there. think that's a good differentiation, functional and emotional kind of needs or motivators there. yeah, I mean, I've always heard, know, kind of that kind of general product advice is, you know, find the things that... people really, really have as huge needs, the things they would pay someone to do for them. And that's the key to success is finding those huge needs. But we're actually going beyond that to say, yeah, those are important. It's not to say that we should skip that, but it's when there's the emotional connection to a feature or to something that we do that really the light bulb kind of comes on for our customers. Is that kind of what your research is leading to? Nesrine (04:40) you're getting it right. Don't get me wrong. Of course you have to honor the functional needs and serve the functional feature, but the delight or the emotional connection happens when you go beyond exactly how you said it. Let me explain. If you serve only functional needs, you know what you get? You get satisfied users because they are asking for something and they are satisfied about what they are receiving. Now, Brian Milner (04:41) Okay, okay. Haha. Nesrine (05:05) If you surprise them by going beyond, by anticipating their need, by exceeding their expectation, you're not only satisfying them, you're surprising them in a positive way and delight is the combination of surprise and joy. Actually, the theoretical definition of delight is a combination of two emotions, surprise and joy. So going beyond, anticipate need and exceed expectation. is what we should aim for in addition to the functional needs. Brian Milner (05:35) That's awesome. Yeah, I use this example sometimes in, we use this example in the agile world to talk about, you know, the part of the agile manifesto that says customer collaboration over contract negotiation. And, you know, there's an example I use from my past where I used to work at a company that was very contract driven. And, you know, the thing that I always used to kind of take away from that was the very best we could ever do or hope to do. was to meet our customers' expectations. We could never, ever exceed it because we were only doing exactly what they told us to do. So I think this is a really important distinction here to make that just meeting the customer's needs, just meeting the minimal customer satisfaction bar, that's not going to keep you with loyal customers. That's not going to have repeat customers, or they're not going to tell their friends about, you know. That product did exactly what I hoped it would do. But it didn't really surprise me. It didn't really go beyond that. I know you talked about, because I've read your blog and a little bit of the discussion about this. So I know you talk about in the blog kind of the connection to Kano analysis. And I've always thought that's a really great way to try to determine things to target and go after. So talk to us a little bit about that, about Kano analysis and kind of what that uncovers and how that connects to what your research has shown. Nesrine (06:51) Yes. I love Kano by the way. I, I mean, that's one of the framework I have been considering throughout most of my product career. But this framework comes with a limitation and let me explain. So first of all, for those who are not very familiar with Kano, Kano is a visualization or categorization, let's call it. It's a categorization framework that allows to categorize features among different categories. One of them is must have. So these are the things that absolutely have to be in the product. Other that are performances, which are the more you have, the more satisfied users are, the less they less satisfied they are. And of course there are the delighters and delighters are those feature that when they are in the product, users are surprisingly happy. And when they are not, are not even the satisfaction is not even impacted. So the limitation of Kano is that it doesn't tell you how to achieve delight. Let me explain. I think we live in a world that everyone agree that we should delight our users. I mean, this, this concept is now globalized and everyone is talking about delighting users. The issue is that we don't know how to delight them. So we know category, there's a category that called delight, but we don't know how to. So the, the framework that I'm introducing and I'm calling it the delight framework is the framework that allows to first identify. So it's usually, represented into three steps. The first step is to start by identifying the emotional and functional motivators. So let me give you an example. I've been working at Spotify for about four years and as a Spotify user, imagine yourself, you are a Spotify user. You do have, of course, functional motivators. What could be the functional motivators? Listening to music, listening to podcasts, maybe listening to an audiobook. So all those are functional motivators. Now, what could be the emotional motivators as a Spotify user? It could be feeling less lonely. It could be feeling more productive because when you're working you need to listen to something. It could be about changing your mood. It could be about feeling connected. So all those are emotional motivators that drive users to use a product like Spotify. So what I encourage every product manager or every product team to do at first is to dig into identifying, of course, the functional need. And everyone is good, by the way, in identifying the functional needs. But also, while doing that exercise, pay attention to what could be the emotional motivators. So that's step number one is about listing the functional and the emotional motivators. Once you have those, Now we get to the second part of the framework, which is look at your backlog. And I guess you have a very busy backlog and take those features one by one and see for this particular feature, which motivator am I solving for among the functional ones and among the emotional ones as well. So the delight grid, for example, is a visualization tool that I came and created in order to allow product teams to visualize their backlog and see how many of my features are only solving for functional motivators. In that case, we call that category low delight. How many of my features are only solving for emotional motivators? These are very rare, but the best example I would call is, for example, I'm having an Apple watch and one month ago it was New Year Eve and at midnight I get fireworks popping out of my Brian Milner (10:35) Ha Nesrine (10:36) Apple watch and it was a happy new year there's nothing functional in there but it's all about creating some smile I call this surface delight and then how many of your features are solving for both functional and emotional motivators and I call this deep delight so maybe I deviated a bit from your question compared to canoe but it's actually about adding this dimension of connecting features to the real motivators of the users. Brian Milner (11:07) No, maybe a little bit, but you connected it to where we end up going anyway. So I think that's a great connection there. And by the way, for anyone listening, we'll link to all of this so that you can find this and follow up. But I like that differentiation between surface delight and deep delight. I know some of the examples that I've heard used kind of frequently in looking at Kano analysis and kind of trying to find those delighters. And that is kind of the area that it specifies there in Canoe, right? You're trying to find those things that are not expected, but when people find that they're there, they like that it's there, but they don't expect it's there. So if it's not there, there's no negative response that it's not there, but there's a positive response if it's there because they like seeing it. And my boss, Mike Cohn, tells this story about this Nesrine (11:59) Yes. Brian Milner (12:03) There's a hotel in California that became famous because at the pool, they have a phone that's by the pool that's the Popsicle Hotline. And you can pick up the phone and you can order a Popsicle to be brought to the pool. And it's the kind of thing where you're not going to go search for a hotel. Does this hotel have a Popsicle Hotline? I'm only going to stay at hotels with Popsicle Hotlines. It's not that kind of a normal feature. It's a delight feature because when you see it and you find out it's there, it's like, that's really cool. And it can be the kind of thing that says, yeah, I want to search that hotel out again next time I'm in this area because I really thought that was a nice little attention to detail and it was fun. But I think what I'm hearing from you is that might be more of what we would classify as a surface delight. It's not really meeting a deep need. Nesrine (12:35) Yes. Brian Milner (12:56) But it's fun, it's exciting, it's not expected, but it doesn't really cross that threshold into, but it also meets kind of functional delights. Is that kind of what you're saying there? Okay. Okay. Nesrine (13:08) Yes, actually I heard about that hotel story just to tell you how much viral it went. It came to me. So actually you get it correct that I consider that as surface delight and I have nothing against by the way, surface delight. You can add surface delight. The issue is you can end up doing only surface delight and that's not enough. So the idea is to do a combination and I do have two stories to share with you just to compliment on this hotel story. One is personal and one is professional. Brian Milner (13:21) Yeah. Okay. Nesrine (13:37) The personal one just happened to me a month ago. I went to Sweden and I went to Stockholm. That's where I worked for eight years. And I went there for business and I decided to meet some friends and some ex-colleagues. So we all gathered and went to a restaurant, a very nice restaurant in Sweden. And came the time where we had to say goodbye and to pay. And I guess you can feel it immediately when it's about paying and we are a large group and you start to get that anxiety about who's paying what and what did I order? What did I drink? What? I mean, I honestly hate that moment, especially in a large group where you don't necessarily have a lot of affinity with us. Like, should we split in 10? Should we pay each one paying its piece anyway? So that was a moment of frustration, of anxiety. Brian Milner (14:09) right. Yeah. Nesrine (14:28) And I loved how the restaurant solved it for it. You know how they solve for it? I mean, maybe it exists in the U.S., but for me, that's something I never seen before. The waiter came with a QR code on a piece of paper and you scan the QR code. And when you scan your QR code, you get the list of items that got purchased by the table. And all you have is to pick, and that happens automatically real time. Everyone is picking at the same time. You pick the things from the list and you pay. for the things that you order. You can even tip on the bottom. You can give feedback. Everything happened on that QR code. And you can guess how much that anxiety could be removed. So that's the personal story I wanted to share. The second story, which is more professional, I want to share how we try to improve experience at Google Chrome. So I've been the product manager at Google Chrome. Brian Milner (15:13) Yeah. Nesrine (15:25) And we started from the observation that people do have plenty of open tabs. I guess you are one of them, especially on mobile. Like on mobile, you go and check how many open tabs you do have on Chrome and you realize that they are have, we realized at least out of numbers, out of data that people do have plenty of open tabs. So it started as Brian Milner (15:32) You Nesrine (15:47) technical issue. Of course, the more tab you have, the heavier the app is, the slower the app could be, et cetera. So we wanted to reduce the number of unnecessary open tabs in Chrome. So we interviewed users and we started to check with them, why do they even leave their tabs open? So some of them leave tabs because they consider them as a reminder. I mean, if tab is open, it means that you need to finish a task there. Some people really leave tabs just for ignorance. mean, they moved from a tab to another and they completely forget about them. Actually, we realized that the fact of leaving tab open, the reason for leaving tab could be completely different from a person to another. And the other interesting observation, and when I say identify emotional motivators, you will realize that people feel a bit ashamed when they show to us that they do have plenty of open tabs. Some of them would say, sorry, I usually don't even have so many open tabs. It's only now. And I'm like, it's okay. But the point is, if you have this mindset of trying to track the emotional insight from your users, you will take note. And the note was anxiety, feeling ashamed, blah, blah, blah, blah, blah. And that was in introduction for in... Brian Milner (16:42) You Yeah, right. Nesrine (17:04) improving the tab management experience later on in Chrome. Brian Milner (17:07) That's actually a really good parallel, though. I think that's a good example because it reminds me, too, even going back, I remember one of the things, and I'm going way back here, but I remember one of the things about Gmail that was kind of a selling point initially was the concept there of you don't have to worry about maintaining an inbox. keep all your mails and search. And you can search through your mails and find whatever it is. And I remember prior to that, most people would use something like Outlook or something like that to have their mail, there was always this constant struggle of, I've got to keep it down. I've got to delete things. I've got to categorize things. And Google had this different approach of, don't worry about it. Just leave it. And that's a good, I think, example as well of kind of that emotional response of, Nesrine (17:48) Yes. Brian Milner (17:56) Gosh, I'm kind of anxious. I feel bad that my inbox is so big. And I know that's bad, but Google comes along and says, don't worry about it. You're not bad. It's OK. Yeah. Nesrine (18:05) Yeah, yeah. And by the way, I think Gmail is filled with plenty of deep delight features. One of them I can quickly highlight is, you know, when you send an email, we're saying attached file and the file is not there. And when you try to hit send, you get that pop up like a be careful or like a mind, there is no attached file inside. These are for me like very attached to the fact that You don't want to feel ashamed. You don't want to look stupid later on saying, Hey, sorry, I forgot the file. Here's the file. That's, that's a great example. And the other example that come to mind again in Gmail, you know, that smart compose when you're trying to answer an email and you can just hit tab, tab, tab to complete the sentence. I mean, the functional need is to write an email. The emotional need is to get it in a relaxed way. And the combination would allow for something like. Brian Milner (18:49) Yeah. Nesrine (19:00) Smart Compose. Brian Milner (19:01) That's awesome. Yeah, so I guess that leads to the question though, when we're talking about something like Spotify, mean, music intrinsically is emotional anyway, right? It's something that you have an emotional connection to and you feel a certain way when you hear music. But if my product is a, I don't know, expense reporting software, right? Nesrine (19:23) Mm-hmm. Brian Milner (19:25) I can just hear people out there kind of asking, know, and kind of thinking to themselves, yeah, but my product, right, my product is not that kind of, it doesn't elicit that kind of emotional response in people the same way music would. So does this apply to me as well? So how would you answer those people who feel like my products might be a little bit more bland or boring and don't really intrinsically have an emotional connection to them? Nesrine (19:47) Mm-hmm. So my answer is that if your product is boring, then it's even more priority now to focus on emotional connection. But let me elaborate. So that's one of the reflections that came to my mind while writing the book. So while writing the book, I wanted the book to be a storytelling book. So I was writing a lot of my stories, stories from Skype at the time, Spotify and all the Google product. But at some point I said, hey, hey, Nisreen, you need to get more insight from other people and other experiences. So I get to interview product leaders from completely different industries and completely different domain. I interviewed leaders from B2B like Atlassian or Intuit and so many other companies that I don't have so much insight from. I even interviewed people from hardware, like I interviewed someone from Dyson and I was, hey, what makes Dyson so emotionally attractive for me? Cause I love my Dyson vacuum cleaner. But let me get to your point because when I interviewed someone from Intuit, that person told me something super interesting. She told me that at some point she was working at a tool called Tsheet. And Tsheet is a tool that allows you to enter your time report. There is nothing more boring than that. I think I'm picking the one that you're looking for here because it's, it's as a user. The only reason I would use this tool is to report my time so I can get paid. Brian Milner (21:06) Hmm. Right. Yeah. Nesrine (21:19) There is nothing exciting, nothing emotional. And what I got out of that product leader who used to be the head of product at the time, she told me that they were completely aware about the fact that the product is not that attractive. And instead of living with that observation, they did all what they could do to make it even more attractive. So they added some fun. They made the messaging less aggressive and less about enter your time. report but rather into more playful and even the images are more playful. When you press the enter time report you get the congratulation and some confetti if needed. So they explicitly turned and that's a strategy. They turned that boring moment into something even more attractive and they had to do that otherwise the experience will keep on becoming more more boring and the perception of users toward the product will be even less, more and more gray, I would say. Brian Milner (22:22) Yeah, yeah, just that little dopamine kind of kick, right? Just that little bit of chemical reaction in your brain can make a huge difference. That's awesome. That's a great story and a great answer to that question. So I'm curious, we're talking about trying to find these things and trying to see, your matrix here, it thinks about the emotional motivators, the functional motivators, and trying to find those things that kind of cross both planes. Nesrine (22:24) Yep. Brian Milner (22:52) How do you verify at the end? Because if you're lining your features up and think, I think this solves this emotional thing. I think this solves this functional thing. Is there a way to follow up to ensure that it actually is doing that? How do you follow up to make sure it's really doing what you thought it would do? Nesrine (23:09) Yes, so let's imagine you did the exercise well, you filled in the delight grade and you observed that you do have plenty of low delights, which is most of the cases by the way. The very first thing I recommend is to see opportunities for moving or transforming these features into deep delight. And in the book, for example, I talk about the nine delighters. Nine delighters are ways that could be sometimes cheap even to introduce. in order to make those low delight features into more deep delight. This could be, for example, through personalization. We love when the features are personalized, and that's one of the reasons, for example, why Spotify is so successful, is through features like Discover Weekly or RAPT or these kinds of super personalization related features. It could be through seasonality. That's, for me, the cheapest and the most delightful feature you can or aspect of feature you can add to your product. So for example, when I worked at Google Meet, I've been working at the background replace features. So we have been, of course, introducing static image. We have been introducing video backgrounds as well. But from time to time, we always use seasonality to introduce what we call seasonal background. So when it's Easter, we introduce Easter background. When it's Christmas, we introduce Christmas background. Guess what? Even like for Olympic game, we introduce Olympic game background. When it's the Earth Day, we introduced Earth Day background. So there is always an opportunity to introduce some seasonality to the product. And guess what? We relate to those, especially if the product is global. We relate like last, when was it? Like last Wednesday. It was the new year, the Chinese new year. And I was checking when is exactly the exact date for the new year, the Chinese new day. And I put that and you know what happened in Chrome? It got these dragons and those like the celebration within the product, like within Chrome. These of course are surface delight, but you know what? Why not? You see? So there are some tools. Some of them are not that... Brian Milner (25:17) Right. Nesrine (25:22) expensive to introduce to the product. Some would require a bit more thoughtful and thought into it, but there are ways that I detail in the book in order to introduce more delight. And then if you want to validate through metrics, and I guess that's your question where it's heading to, then the good news, and that's something that I discovered recently because there's been a study that was conducted by McKinsey. And you know what they studied? They studied the impact of emotional connection on product adoption. So they actually studied over, I don't know how many industries die, like tourism, IT, energy, whatever. And they interviewed more than 100,000 users or whatever. So the conclusion that they found out of that very interesting study is that emotionally connected users will get you more twice as more revenue, twice as more referral, and twice as more retention compared to satisfied users. I'm not talking about the non-satisfied. So if you take two groups of users, those that you satisfy their needs and those that you go beyond and they are emotionally connected, those that are emotionally connected get you twice revenue, referral and retention. Brian Milner (26:19) Hmm. Nesrine (26:43) So this is just to highlight that for people who say, no, but this is the cherry on the top. This is just like the extra. It's not the extra, it's the way to stand out. I don't know any company that is standing out nowadays without investing into emotional connection, none. Brian Milner (26:54) Yeah. That's a really good point. Yeah, I mean, the example that comes to my mind when you talked about seasonality and other things like that, know, I love my, you know, they're not a sponsor, Oral-B toothbrush, you know, the electronic toothbrush, and you know, there's an app with it and it keeps track of, you know, did you get all the areas of your teeth and did you hold it there long enough and... One of the things I always love about it is when it gets to December, the opening screen when you open up the app starts having snowfall. It's kind of a funny little emotional response, but you look at that and you think, that's cool. Yeah, it is kind of that season where now it's time to get ready for Christmas and it's that special. It's only this month that it's going to be like that. It's going to go away at the end of the month. Nesrine (27:45) Yes. Brian Milner (27:49) feel little sad when it's gone, it's back to normal. But it's such a silly little thing. Does that make any difference in really brushing my teeth at all? Does it change how well I brush my Not really. It's just a fun little thing that when it pops up there. And think how little that took from someone to do that. It's a little animation that they just pop up on a loading screen. But that little tiny bit, think, again, maybe a little bit surface. Nesrine (28:10) Yes. Brian Milner (28:16) but it takes something that would have been routine. It takes something that would have been kind of boring otherwise, and it just added a little bit of fun to it, you know? And I think you're right, that emotional connection is really, really important in situations like that, yeah. Nesrine (28:21) Yes. Yes. Yes, yeah. And the thing that I'm very vocal about nowadays is the fact that this emotional connection is actually not a new topic. It's something that has been extremely popular among marketers. For example, if you think about the best marketing campaign, they are all very emotional. The most successful marketing campaign are. If you think about designers, there are plenty of resources about emotional design. There is a great book by Don Norman. It was called emotional design. Aaron Walter as well wrote something called Designing for Emotion. But you know, the problem is that among engineers and among product manager, we don't talk that much about that. And you know what happened when we are not informed about this topic? There is a gap between the language of marketers, designers, and the engineers and product manager. And that gap doesn't allow things to succeed. I'm trying to educate the engineers and the product world towards this well-known domain outside of the product in order to have this consistency and start making real impactful products. Brian Milner (29:40) Yeah, yeah, this is such a really deep topic and it just encourages me, think, even more to recommend the book there. It's not out yet, time of this recording it's not out, but it's going to be in May of 2025. That's when this book is coming out. And I know it's gonna have a lot of really good information in it. Again, the book is gonna be called Product Delight. by Nesrine Changuel, Dr. Nesrine Changuel. I should make sure I say that. But I really appreciate you coming on because this is fascinating stuff. And I think the product managers, the product owners that are listening here are going to find this really fascinating. So I appreciate you sharing your time and your insights with us, Nesrine. Nesrine (30:26) Thank you, it's my pleasure. I love talking about this topic. Brian Milner (30:29) Ha

Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia.   Today is Wednesday, April 2, 2025  Beckley's Future Forward Summit focuses on boosting the region's economy…Marshall's new partnership with Intuit is expected to generate 250 new jobs…and career opportunities abound for engineers in #YesWV…on today's daily304.   #1 – From WV EXECUTIVE – Save the date! The Future Forward Summit and Expo is set for April 22-23 at the Beckley Raleigh County Convention Center. The event will focus on four crucial pillars for the region: housing, downtown development, small business growth and the economic outlook.  The New River Gorge Regional Development Authority and Beckley Raleigh County Chamber of Commerce have recruited expert speakers to lead discussions on each topic and to seek recommendations for improvements in each area. Tickets are available on the BRCCC website. Read more: https://wvexecutive.com/future-forward-summit-to-focus-on-four-crucial-pillars-for-region/   #2 – From METRO NEWS –  Marshall University and Intuit have announced a partnership to advance education and drive economic growth in West Virginia. The partnership has three main focuses:  Expanding the tech talent pipeline between Marshall and Intuit Creating Intuit's Prosperity Hub/Internship  Helping integrate financial education for college and high school students. The Prosperity Hub will be located in Marshall's $250 million Innovation District, home of the Brad D. Smith Center for Business and Innovation and future home of the upcoming Cybersecurity Center. The hub is expected to help generate 250 jobs. Read more: https://wvmetronews.com/2025/03/25/marshall-university-announces-partnership-with-intuit/   #3 – From JOBCASE – Are you an engineer looking for exciting opportunities in diverse industries? West Virginia's #YesWV initiative is buzzing with job openings for engineers across multiple sectors.  A wide variety of industries are thriving in the Mountain State and are actively hiring in fields that include aerospace, automotive, chemicals, and biotech manufacturing.  Join a vibrant community of innovators and who are driving forward the future of engineering across diverse industries. Visit Jobcase today to explore job opportunities! Read more: https://www.jobcase.com/articles/yes-wv-engineering   Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo.  That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.

Ep #274: The Career Reinvention Blueprint with Sarah KimEver feel like your expertise is boxing you in? Like you've built a reputation around a certain skill set… but now it's starting to feel like it's placing a limit on where you can go in your career? Maybe you're the kind of leader who refuses to stay in one lane. Or maybe you want to shake things up - but you're not sure how to do it without leaving your current organization behind. If that's you, this episode of Women Changing Leadership with Stacy Mayer is a must-listen. I sat down with Sarah Kim, Chief Customer Success Officer at Intuit, who's spent nearly 20 years growing her career within the same company - without getting stuck in one identity. She's held leadership roles in marketing, data and analytics, operations, and now customer success. And she did it by reinventing herself, leaning into her strengths, and asking for what she wanted. In this conversation, Sarah and I unpack how she navigated a nonlinear path to the executive suite, the power of self-advocacy to get what you want (especially when you're not the “obvious” choice), and why your current job title doesn't have to limit where you go next.Unlock the missing piece in your leadership development. Take the quiz: www.ReadytoBePromoted.com

Champions: It's a corporate buzzword ... and it is a crucial element for anyone hoping to develop a culture of continuous improvement.  3M, Pixar and Intuit all have lessons for us to learn about how to--and how NOT to--engage champions for your initiatives. Are you punishing your champions?  Interested in coaching or training on these topics for you or your team? We'd love to hear from you! Email Mike and Mark.

Brett Coin is the Chief Transformation Officer at Findem, an AI first, workflow automation platform for sourcing, CRM and analytics. Prior to Findem, Brett spent 20+ years in TA as a practitioner in sourcer, recruiter, manager and leadership roles for global companies such as Okta, Intuit and Cisco. Brett is originally from New Jersey, but has been a long-time Californian and currently resides in the SF Bay Area with his wife and two kids. Recorded live at Transform 2025 in Las Vegas, Adam and Brett dig into: - Brett's journey from practitioner to leadership. - The source of hire data as a proactive, conscious strategy to increase recruiter productivity while decreasing costs. - Talent pool management as a short and long-term lever to increase candidate NPS, diversity of slate while decreasing time to hire - AI's impact to consolidate workflows and deliver total cost of ownership through tech stack consolidation Connect with Brett: https://www.linkedin.com/in/brettcoin/ Learn more: http://findem.ai/transform-2025 Live from Transform 2025, we're bringing you an exclusive podcast series packed with insights from some of the brightest minds in hiring, talent strategy, and workforce transformation! In this series, we've got incredible guests from Okta, Tubi, Edelman, Greenhouse, Findem, and more, sharing how top organizations are rethinking hiring, culture, and talent acquisition in today's fast-changing world. Greenhouse combines a structured, data-driven hiring approach with AI-embedded workflows that empower recruiters to focus on strategic, high-impact work. From sourcing top talent to personalizing the candidate experience, Greenhouse streamlines and optimizes the entire hiring process. This ensures that every hire is the right hire—eliminating bias, creating fairness, and helping teams make smarter, faster decisions. Over 7,500 companies, including HubSpot, Duolingo, and J.D. Power, trust Greenhouse to build better teams and turn talent into a strategic advantage. Want to learn how today's top companies are winning the talent game? Tune in now and visit Greenhouse.com to transform the way you hire. Thanks for listening. Please follow us on Instagram @NHPTalent and X @AdamJPosner. Visit www.thePOZcast.com for all episodes

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In this episode of The Digital Executive podcast, Dr. Oliver Degnan, a pioneering technology executive and leadership coach, discusses his extensive experience in AI and healthcare innovation. With leadership roles at IBM Watson Health, Intuit, and major healthcare organizations, Dr. Degnan shares how AI is revolutionizing patient care, operational efficiency, and physician burnout prevention. He emphasizes the importance of designing AI solutions that integrate seamlessly into healthcare workflows, acting as supportive companions rather than intrusive tools. His insights highlight how AI-driven diagnostics, predictive analytics, and automation are transforming both the patient and provider experience.Dr. Degnan also delves into leadership challenges faced by tech executives transitioning from hands-on roles to strategic decision-making. He stresses the need for balancing innovation with stability, developing strong communication skills, and prioritizing human-centric technology solutions. By fostering a leadership approach that prioritizes real-world problem-solving over mere technological capability, he helps organizations achieve sustainable progress. For a deeper dive into his insights, tune in to the full podcast episode.

In The Digital Executive podcast, Dr. Oliver Degnan, a pioneering technology executive and leadership coach, discusses his extensive experience in AI and healthcare innovation. With leadership roles at IBM Watson Health, Intuit, and major healthcare organizations, Dr. Degnan shares how AI is revolutionizing patient care, operational efficiency, and physician burnout prevention. He emphasizes the importance of designing AI solutions that integrate seamlessly into healthcare workflows, acting as supportive companions rather than intrusive tools. His insights highlight how AI-driven diagnostics, predictive analytics, and automation are transforming both the patient and provider experience. Dr. Degnan also delves into leadership challenges faced by tech executives transitioning from hands-on roles to strategic decision-making. He stresses the need for balancing innovation with stability, developing strong communication skills, and prioritizing human-centric technology solutions. By fostering a leadership approach that prioritizes real-world problem-solving over mere technological capability, he helps organizations achieve sustainable progress. For a deeper dive into his insights, tune in to the full podcast episode.

Chris Andrew, Co founder and CEO of Scrunch AI, joins the show to talk aboutThe evolution of search and consumer shift toward finding answers with AI.Building a marketing platform for an AI first customer journey.The opportunity for AI and Scrunch to audit search and help brands manage their identities in the era of AI.Reflecting on Chris leaving Intuit to work for Clara Shih at Hearsay, and what Chris learned from Clara as employee #3 at Hearsay that made him a better entrepreneur. A wild car ride with Gary Vee when Gary first launched Wine Library TV, and pitching Gary Vee a cooking show.

The Clippers beat the best team in the NBA with Kawhi looking like his old self, should the league be worried? Adam and Will talk an electric night at Intuit and the game against the Grizzlies

In this episode of HR Like a Boss, John chats with Tom McCarty, CEO of OrgChart, to discuss the power of HR data and analytics in driving business success. Tom shares insights on the importance of visualizing organizational structures, leveraging HR technology, and using data to lead strategic conversations rather than getting lost in numbers. He highlights the value of curiosity, communication, and asking the right questions to maximize the potential of a company's most valuable asset: its people. Tune in to discover how HR can move beyond administration to become a data-driven strategic force in business.ABOUT TOM MCCARTYTom McCarty is a seasoned sales and operations executive with over 20 years of experience in transforming businesses and optimizing sales and operational efficiency. He currently serves as the CEO of OrgChart, LLC, a position he has held since November 2021. Under his leadership, OrgChart has successfully expanded its reach, streamlined operations, and achieved significant growth in a competitive market. Before joining OrgChart, McCarty held executive roles at several high-growth SaaS companies, including Intuit, Pipedrive, Chatlingual, and Xero, where he played critical roles in building and scaling those businesses. McCarty's career was shaped by his 13 years at Dell Technologies, where he progressively took on more complex and high-impact roles. Throughout his tenure with Dell, his leadership was instrumental in driving growth across multiple regions and functions, navigating large-scale operational changes, enhancing cross-functional collaboration, and optimizing strategic initiatives across the business. McCarty's expertise spans across sales leadership, global operations, and strategic growth initiatives. He is known for his ability to lead large teams, drive efficiency, and deliver exceptional results, all while cultivating a culture of collaboration and performance excellence. He lives in Denver, CO with his wife, two boys, and their dog. In his spare time, McCarty is a dedicated father who enjoys attending his boys' cross-country races, taking family vacations, and exploring the outdoors.

Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert. He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, Inc. 500 to 5000 companies, and thousands of other businesses and entrepreneurs. As an independent division head, Doug created, trained, and presented high-impact, results-oriented web seminars for prospects of Tony Robbins and Chet Holmes. Doug increased their division sales by 864% and close rate by 62% in just six months. Today, he helps companies and individuals increase their sales by incorporating sales revenue and profit growth strategies through the Top 1% Academy, Sales Revenue, and Profit Growth Masterminds. For more information, visit https://ceosalesstrategies.com.

Looking to boost your sales revenue? Check out these effective sales approaches that really work and start seeing results.Doug C. Brown is the CEO of CEO Sales Strategies and a renowned expert in sales revenue and profit growth. As the creator of a predictable, reliable, and measurable math-based model for sales revenue growth, Doug empowers businesses and independent sellers to significantly increase their sales revenue and commissions through a mathematically reliable, predictable, and measurable system.Doug served twelve years in the military before transitioning to a successful career in sales. He worked as the independent President of Sales and Training for Tony Robbins and Chet Holmes. In this role, he achieved remarkable results, increasing the close rate of sales presenter teams by 143% and boosting sales for a product line by an astounding 4150% within just six months. These achievements stemmed from his ability to identify and address gaps in the sales process.With extensive experience, Doug has founded or built over 35 businesses, collectively generating over $960 million in sales for himself and his clients. His expertise has benefitted diverse companies, including Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, Inc. 500 to 5000 companies, and thousands of other businesses and entrepreneurs.Throughout his career, Doug has earned Top Sales Professional Awards for his outstanding sales performance. He has also led client award-winning teams and pioneered profitable development programs for various companies. Doug C. Brown is a dynamic strategist specializing in creating reliable, predictable, and measurable systems that drive revenue, profit, and growth. In addition to his work, Doug developed and launched Vibitno, a revolutionary sales automation software designed to supercharge sales efforts. Vibitno's powerful platform automates and personalizes meaningful follow-up processes, captures lost sales, boosts client retention, and amplifies sales productivity. The software tracks daily sales metrics and provides comprehensive reporting to optimize the process of doubling sales.With four decades of experience mastering business principles and self-development, Doug is committed to sharing his expertise to help others. Through his teaching and training, he guides businesses and independent sellers to profitably acquire clients by following simple, effective steps that lead to reliable, predictable, and measurable results, including doubling sales. Contact Information:Website: https://ceosalesstrategies.com/ Email: doug@ceosalesstrategies.com LinkedIN: https://www.linkedin.com/in/dougbrown123/ Gift: https://ceosalesstrategies.com/checklist Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.

Molly Ruland stops by to explain how she started a branded podcast that brought in so many clients from season one that she had to pause it. For Molly, it is all about starting and building relationships with her guests. By conducting targeted outreach, she added 500 marketing people to her LinkedIn network, improving the relevance of her feed.When it comes to SEO, AI is interesting, but she advises against using "podcast lingo" and emojis in podcast show notes and metadata. Instead, she recommends focusing on using relevant keywords. We should be advising AI to use relevant keywords in our descriptions and have it use the AIDA approach.Takeaways: Molly Ruland emphasizes that authentic podcasting is about being yourself and not just a sales pitch. Building relationships through your podcast can lead to business opportunities without being pushy about it. SEO isn't just a buzzword; optimizing your podcast content can help increase its visibility and attract the right audience. Don't just focus on the numbers; create meaningful connections with your guests and audience. Because of My Podcast: Ralph Estep JrRalph has been an accountant for 30 years. Because of his podcast, Intuit approached him to share and teach about the experience of moving from local copies of their software (Quickbooks and others) to the web-based version. Check out Ralph's show at www.askralphpodcast.comLinks referenced in this episode:schoolofpodcasting.comaskralphpodcast.comheartcastmedia.comCamp Content ShowTom Petty and Axl RoseMentioned in this episode:I'd Love To Meet You - Here is Where I Will BeI will be manning the Podpage booth at Podcast Movement in Chicago and Dallas. For more information go to www.schoolofpodcasting.com/where If you would like to me speak at your even (on or offline) go to www.schoolofpodcasitng.com/contactWhere Will I Be?Starting a podcast can be daunting. Fear of failure, uncertainty about where to begin, and doubts about your abilities can hold you back. But what if you had a guide? The School of Podcasting is here to help you confidently launch, grow, and monetize your podcast. With over 20 years of experience and tons of successful podcasts launched, I'll walk you through every step. From planning to promotion, you're never alone." Learn at your own pace with video courses, join a supportive community, and get unlimited coaching. Say goodbye to fear and hello to success." Start your podcasting journey today with the School of Podcasting. Join now and take the first step towards turning your passion into a reality. Visit SchoolOfPodcasting.com to get started. No fear, just success.School of Podcasting2025 Audience SurveyQuestion of the Month: Let's Talk AIForm a listener, are you using AI, if so what tools, what do you create, and do you spend more time tweaking the results that it would be quicker to just do it yourself?

Guest: Ben Chestnut, Former CEO and Co-Founder of MailchimpIf you find yourself selling your startup, then Mailchimp co-founder Ben Chestnut has some important advice for you: Get a dog. When Intuit bought Mailchimp in 2021 for $12 billion, the company asked Ben if he wanted to stay on as CEO, but he chose to “walk off into the sunset” and let the new owners take over. After that, he estimates it took 6 to 12 months before he stopped checking his email, social media, and calendar with the same level of stress a CEO might have. Adopting a dog, he discovered, forces you to “get OK with the voices in your head."“After the acquisition, that's all I do, I walk the dog,” Ben says. “And the dog was good therapy ... No judgments from a dog.”Chapters:(01:09) - Growing slow (03:06) - The long journey (07:48) - Is money a burden? (09:35) - Building globally in Atlanta (11:22) - Ben's upbringing (12:59) - The first 10 years (17:58) - Scaling to one billion emails (19:22) - Freemium (23:32) - No equity (26:00) - Deciding to sell (33:55) - “I'm a sunset guy” (35:29) - Stress and support (37:25) - Time with the parents (39:07) - Get a dog (42:24) - The voices in your head (46:03) - Serial and “Mailkimp” (53:00) - Hiring interviews (57:14) - Fitness routines (59:27) - Lights off (01:01:46) - AI & reinvention (01:06:30) - The worst days (01:09:15) - What “grit” means to Ben Mentioned in this episode: Intuit, Wolt, DoorDash, LinkedIn, Dan Kurzius, Salesforce, ExactTarget, Pardot, Constant Contact, Rackspace, Free by Chris Anderson, Wired Magazine, Charles Hudson, the Freemium Summit, Drew Houston, Dropbox, Evernote, Phil Libin, TechCrunch, Brian Kane, Catalyst Partners, Georgia Pacific, Scott Cook, Bing Gordon, Vinay Hiremath, Loom, Joe Thomas, Caltrain, Flickr, Saturday Night Live, Droga5, Cannes Film Festival, Strava, Twitter, LinkedIn, Nvidia, Glean, Rubrik, Amazon AWS, and Mechnical Turk.Links:Connect with BenLinkedInConnect with JoubinTwitterLinkedInEmail: grit@kleinerperkins.com Learn more about Kleiner Perkins

In this episode of the TestGuild Automation Podcast, host Joe Colantonio chats with machine learning engineer Lakshmithejaswi Narasannagari, who boasts over fourteen years of experience working with tech giants like Intuit, Incom, and Poshmark. Check out App Automate: https://testguild.me/appautomate2 Lakshmi delves into her fascinating career journey from Oracle developer to transitioning into machine learning operations and test automation. The conversation covers best practices for ML pipelines, testing at scale, and how to integrate testing effectively in the AI ML space. Lakshmi shares insights on understanding machine learning models, navigating various roles within AI and machine learning, and setting up guardrails to ensure model performance and accuracy. Please tune in to gain valuable knowledge from Lakshmi's expertise and learn how to approach testing in our AI-driven world.

Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account management etiquette when transitioning between bookkeepers.SponsorsSettle - https://uqb.promo/settle(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:26) - Managing Your Intuit Account: Getting Started (06:25) - Sign-In and Security Features (13:27) - Profile and Business Information (15:40) - Data and Privacy Controls (18:47) - Products, Billing, and Payment Methods (21:08) - Document Management in QuickBooks (23:52) - Navigating Intuit Accounts (28:57) - QuickBooks Payments Portal Insights (31:43) - Ensuring Access and Security in QuickBooks (35:40) - Understanding the Role of Primary Admin (43:43) - Wrap Up and What's Coming Up (44:27) - Upcoming Classes and Final Thoughts Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comAlicia's Upcoming Classes: QBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingReconciling in QBO on March 18: http://royl.ws/Reconciling-In-QBO Dan's Links:Dan's Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLoginsQB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Visit our Substack for bonus content and more: https://designbetterpodcast.com/p/kristen-berman Many of the most successful products launched in Silicon Valley lean heavily on behavioral design to increase engagement. Former Design Better guest Nir Eyal talks about this in his books Hooked and Indistractable, and today we have another expert in this field, Kristen Berman, who co-founded Irrational Labs with professor and researcher Dan Ariely in 2013. We chat with Kristen about how to design products that change behavior, and also about the darker side of behavioral design, which in extreme cases can create addictive products. We also learn how Kristen uses behavioral science on herself, to achieve goals and encourage positive habits. Bio Kristen Berman is a leading figure in applied behavioral economics and behavioral product design. In 2013, she co-founded Irrational Labs with Dan Ariely, collaborating with major organizations such as Google, PayPal, Facebook, and Netflix to enhance user health, wealth, and happiness. She was also on the founding team of the behavioral economics group at Google, a collective that supported over 26 teams within the company, and hosted the global behavioral change conference StartupOnomics. In addition, Kristen co-founded the Common Cents Lab at Duke University, where her leadership guided over 50 experiments aimed at improving the financial well-being of tens of thousands of low- to middle-income Americans. Her expertise has been featured in outlets like The Stanford Social Innovation Review, TechCrunch, and Scientific American. As a co-author of the workbooks series Hacking Human Nature for Good alongside Dan Ariely, Kristen has provided practical guidance on changing behavior that is widely used by prominent companies—Google, Intuit, Netflix, Fidelity, and Lending Club among them—for their business strategies and product design. *** Premium Episodes on Design Better This is a premium episode on Design Better. We release two premium episodes per month, along with two free episodes for everyone. Premium subscribers also get access to the documentary Design Disruptors and our growing library of books, as well as our monthly AMAs with former guests, ad-free episodes, discounts and early access to workshops, and our monthly newsletter The Brief that compiles salient insights, quotes, readings, and creative processes uncovered in the show. Upgrade to paid *** Visiting the links below is one of the best ways to support our show: Masterclass: MasterClass is the only streaming platform where you can learn and grow with over 200+ of the world's best. People like Steph Curry, Paul Krugman, Malcolm Gladwell, Dianne Von Furstenberg, Margaret Atwood, Lavar Burton and so many more inspiring thinkers share their wisdom in a format that is easy to follow and can be streamed anywhere on a smartphone, computer, smart TV, or even in audio mode. MasterClass always has great offers during the holidays, sometimes up to as much as 50% off. Head over to http://masterclass.com/designbetter for the current offer. To get $100 towards your first bed purchase, go to http://thuma.co/designbetter. *** If you're interested in sponsoring the show, please contact us at: sponsors@thecuriositydepartment.com If you'd like to submit a guest idea, please contact us at: contact@thecuriositydepartment.com

Silicon Valley's culture and the rapid rise of AI are reshaping leadership and business landscapes. In this episode of Seek Go Create, we welcome back Silicon Valley veteran, Netflix cofounder, and executive coach Jim Cook. With over thirty years of experience, Jim dives into the seismic shifts over the past five years, discussing the implications of AI, the evolution of leadership, and his insights on the intersection of technology and human curiosity. Whether you're a tech enthusiast, a leader seeking inspiration, or someone curious about the future of work, this conversation is a must-listen."Maturity isn't an age—it's the ability to take risks, stay curious, and not worry about what others think." - Jim Cook Access all show and episode resources HEREAbout Our Guest:Jim Cook is a seasoned Silicon Valley veteran and co-founder of Netflix, known for his strategic acumen in bridging the gap between vision and execution in tech startups. With over thirty years of experience, Jim has demonstrated exceptional leadership as a founder, CEO of BenchBoard Executive Coaching, and director of the Alliance of CEOs. His extensive background includes pivotal roles at Intuit, Mozilla Firefox, and other renowned organizations, making him a well-respected figure in tech leadership and innovation. Jim continues to share his wealth of knowledge through coaching, helping to mold the next generation of leaders. Reasons to Listen: Insights from a Silicon Valley Veteran: Discover the unique perspectives of Jim Cook, Netflix cofounder, as he shares lessons from over 30 years in tech and leadership innovation, with a special focus on the evolution of AI and its impact on the industry.Navigating Crisis and Opportunity: Learn how the dynamic landscape of Silicon Valley adapted during major events like COVID-19 and how it continues to innovate in response to global challenges, providing valuable lessons in resilience and adaptability.The Future of Leadership and Technology: Engage with the forward-thinking discussion on the integration of AI in business and government, and explore how curiosity, risk-taking, and maturity are crucial for future leaders in an ever-evolving digital world.Episode Resources & Action Steps:Resources Mentioned:Cook's PlayBooks on Substack: Jim Cook writes a series on leadership and scaling operations. A specific series mentioned is "Leading with Powerful Questions." This is a great resource for those interested in leadership development and effective questioning techniques.Jim Cook on Seek Go Create - Episode from January 27, 2020.Deep Research and Operator by OpenAI: These are AI tools mentioned by Jim Cook that can aid in research and automation tasks. They offer functionalities like conducting deep research on topics and automating repetitive browser tasks, which can significantly increase productivity.Action Steps:Stay Curious and Ask Questions: Jim Cook emphasizes the importance of curiosity and asking questions in both personal and professional growth. Listeners are encouraged to cultivate a mindset of curiosity and engage in continuous learning.Explore AI Tools: Experiment with AI tools like Deep Research and Operator to see how they can enhance productivity and efficiency in daily tasks or professional workflows....

Arash Markazi and Grant Mona talk about Kawhi Leonard's buzzer beater to beat the Kings in a crucial game at Intuit Dome. Then, the Rams sign Davante Adams to a 2 year deal. Lastly, we hear from multiple Clipper players in the locker room postgame after the win against the Kings. Produced by: Grant Mona

Send us a textMiguel Armaza interviews Ryan Graciano, Co-Founder and Chief Product Officer of Credit Karma, one of the most successful fintech companies serving over 130 million customers. Credit Karma was bought by Intuit for $7.1bn in 2020, marking one of fintech's largest acquisitions ever. Ryan began his journey as CTO after a brief stint at IBM and helped build Credit Karma from the ground up since 2007.In this episode, we discuss:Key technical decisions that shaped Credit Karma's successRyan's vision for the future of AI in personal financeLessons from raising capital and building the company during the global financial crisisHow to create excitement and drive organizational transformation... and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join 70,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

What happens when the biggest VCs, LPs, and founders cram into one basketball stadium? Deals get made, gossip flies, and Dave and Brit Morin find themselves in a very questionable hotel situation. Reporting live from LA, they break down everything happening at Upfront Summit—or at least, everything they overheard by the coffee station.On deck this episode:• is Bezos finally embracing his role as a media mogul?• Meta's $200B spend vs. Grok's lightning-fast scale• what really went down in Silicon Valley?All that, plus Dave's latest case for why everyone should quit social media, in this Episode #88 of More or Less.We're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: ⁠https://x.com/lessin⁠2) Dave Morin: ⁠https://x.com/davemorin⁠3) Jessica Lessin: ⁠https://x.com/Jessicalessin⁠4) Brit Morin: ⁠https://x.com/brit⁠00:00 Intro01:13 Live from the Upfront Summit03:04 Intuit and taxes06:37 Bezo's media shift12:26 Blantant bias and framing18:53 Meme coins are fascinating25:39 Make Instagram great again32:44 Big Tech and Trump34:19 Google search traffic is down36:35 AI segment: Grok45:08 The AI markets meme narrative55:40 Time Women of the Year Gala59:04 Outro

Alicia and Spot dive into the latest features announced in Intuit's latest In the Know webinar, including the new revenue share program for QuickBooks Payments that offers accountants 20% of net revenue for three years. They explore significant updates to QuickBooks Online Payroll, including direct deposit reversals and consolidated payroll reporting. The duo also breaks down the powerful dimension features in Intuit Enterprise Suite, explaining how these advanced classification tools allow for sophisticated multi-dimensional reporting and analysis.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:24) - QuickBooks Payments and Revenue Share Program (09:44) - QuickBooks Live Expert Cleanup (13:29) - Direct Deposit Reversals in Payroll (21:46) - New Payroll Report Features (22:27) - Consolidated Payroll Reports (23:30) - QuickBooks Online Payroll Limitations (26:10) - Understanding Dimensions in IES (28:35) - Practical Applications of Dimensions (31:11) - Future Developments for Dimensions (33:52) - IES Reporting Enhancements (35:40) - Closing Remarks and Upcoming Events Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks for this episode:https://www.firmofthefuture.com/QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveQB PowerHour: https://www.qbpowerhour.com/QBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingQBO Payroll: http://royl.ws/QBO-PayrollQuickBooks Time: http://royl.ws/qbtimePayroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfectionhttps://youtube.com/parkwayincSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Episode 249FACULTY: Shane Mason, CPA/CFPCLASS: #ShoperationsJoin us in this Shoperations episode as we learn from Shane Mason of Brooklyn FI and his venture into software. Shane shares insights into the company's growth, handling rapid expansion, and the importance of predicting the future over dwelling on the past. Discover how Brooklyn FI is navigating industry shifts, introducing new partners, and staying ahead with innovative solutions like Gemifi. Perfect for students and professionals eager to learn about financial planning, startup struggles, and the evolving landscape of tech-driven advisory services.

Zach sits down with Stef Macini, executive leader at Intuit to talk about her journey at Intuit and why their Toronto office is a premier place for the workforce of the future.

Vital Knowledge's Adam Crisafulli breaks down the market action. We dive into key earnings from Caesars, Intuit, Workday, and First Solar. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on tariffs and the Nippon/US Steel deal while Intuit COE Sasan Goodarzi talks tax season and AI. Melius Research's Ben Reitzes on what to expect from Nvidia as DeepSeek's progress rattles AI investors. Wedbush's Nick Setyan joins to analyze Cava's results.

In business, every decision you make can change the trajectory of your company - so it’s important to be as informed as possible. The intel you collect as you learn and grow is vital to informing how and why you run your business in the future. On this episode, hosts Jannese and Austin share their own experiences with using data to inform the paths they carve forward as they sit down with Brandon Littleton who started Bag Lady’s Fry Joint with his brother. The two started their business from scratch, with just a family recipe and an idea. Join us as Brandon explains how hard lessons - and hard data - inform the decisions they’ve made so you can do the same with your own findings. Learn more about how QuickBooks can help you grow your business: Quickbooks.com Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Kevin Busque is the co-founder and CEO of Guideline, a 401(k) management company revolutionizing the retirement space for small and medium-sized businesses. Prior to Guideline, Kevin co-founded Taskrabbit, where he encountered firsthand the complexity and low participation rates of traditional 401(k) plans—largely due to confusing fee structures. After launching Guideline to address those problems head-on, the company has seen remarkable growth, hitting $120 million in ARR by June 2024. In this conversation, Kevin shares pivotal moments that shaped Guideline's trajectory, including a strategic partnership with Gusto. He also explains how his “Do the hard thing first” mindset helped the team build an industry-leading platform and disrupt an entrenched market. – Referenced: ADP: https://www.adp.com/ Aydin Senkut: https://www.linkedin.com/in/aydins/ CalSavers: https://www.calsavers.com/ DoorDash: https://www.doordash.com/ Fidelity: https://www.fidelity.com/ Guideline: https://www.guideline.com/ Gusto: https://gusto.com/ Intuit: https://www.intuit.com/ Jeremy Caballero: https://www.linkedin.com/in/jeremycaballero/ John Zimmer: https://www.linkedin.com/in/johnzimmer11/ Josh Reeves: https://www.linkedin.com/in/joshuareeves/ Mike Nelson: https://www.linkedin.com/in/mnelsonio/ Leah Solivan: https://www.linkedin.com/in/leahsolivan/ Paychex: https://www.paychex.com/ Plaid: https://plaid.com/ Taskrabbit: https://www.taskrabbit.com/ Tomer London: https://www.linkedin.com/in/tomerlondon/ – Where to find Kevin: LinkedIn: https://www.linkedin.com/in/kevinbusque/ – Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson – Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast – Timestamps: (00:00) Teaser: “I don't believe in stealth mode” (02:51) Inspiration behind Guideline (07:56) Lessons from a year's research before Guideline (10:44) Identifying market pull for Guideline (14:28) What Kevin learnt before shipping their first product (19:10) How Guideline set their fees up (27:51) The surprising range of Guideline's early customers (31:48) Kevin's insights from the Gusto integration (39:48) Guideline's first year (44:44) Working with Plaid as Guideline's first customer (53:28) Guideline's auto-enrollment feature (57:53) Lucky 8: Kevin's unexpected pricing strategy (62:04) Franchise opportunities (64:49) Kevin's reflections on Taskrabbit (71:36) Will Guideline ever go multi-product? (72:37) Kevin's take on product-market fit (73:30) Guideline's compounding advantage (78:51) The challenges faced by introverted leaders

Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platform. Get an insider's perspective on Intuit's five strategic bets and how they're reshaping the landscape for accountants and small businesses alike.(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:40) - Intuit's Annual Stockholder Meeting Insights (03:29) - Intuit's AI-Driven Strategy (07:59) - QuickBooks Live and Expert Connections (12:23) - Growth and Financial Metrics (17:20) - QuickBooks Online Payroll and Ecosystem (23:20) - Intuit's Cross-Platform Strategy (24:40) - The Future of Mint and Data Acquisition (30:47) - CEO Compensation and Company Growth (34:35) - Upcoming Courses and Community Resources (37:50) - Closing Remarks and Next Steps Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks for this episode:Intuit Stockholder PresentationIntuit Webcast LinkParkway's QuickBooks Online Payroll Tutorial: https://swiy.co/uqap227QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveQB PowerHour: https://www.qbpowerhour.com/QBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingQBO Payroll: http://royl.ws/QBO-PayrollQuickBooks Time: http://royl.ws/qbtimePayroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfectionhttps://youtube.com/parkwayincSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Episode 248FACULTY: Jason Ackerman, CPA aka J-Rabbit aka the Accounting High Lunch LadyCLASS: #ShoperationsIn this episode, Jason Ackerman, CPA, co-founder of WealthRabbit, discusses the importance of accountants providing advisory services and setting up retirement plans for clients. Ackerman explains the challenges and opportunities in offering simple IRAs, SEPs, and other retirement plans, and emphasizes the need for accountants to evolve from mere compliance work to value-driven services. The conversation delves into the development of WealthRabbit, the integration with payroll systems, and the importance of customer service in both accounting and software businesses.

Tania Mercado

Episode 247FACULTY: Principal Ron BakerCLASS: #TheGuideIn this episode, Scott is in the office again with Accounting High Principal Ron Baker to discuss the future of accounting and the shift towards the transformation economy. Ron outlines the evolution of economic eras and how firms can position themselves to offer superior value by focusing on transformations rather than just services. They also touch on examples from various industries, and discuss the potential of subscription models.

Simmi Singh grew up in Australia, when her parents migrated from India. She studied law and finance at university, and then went into investment banking during some tumultuous times. Eventually, she got interested in tech, and worked for teams at Intuit, Saavn, and Spotify, during the times of the Anchor acquisition and launching features around video podcasts. Outside of tech, she is married with 2 kids. She loves to travel, watch movies, and to do craft projects, as building is a key theme in her life.While Simmi was at Spotify, a prior colleague of hers approached her about a product he was building. When she heard the details of what was being built, she felt that it was the culmination of all of our professional experiences and she had to jump on board.This is the creation story of Hook Music.SponsorsRapyd CloudSpeakeasyQA WolfSnapTradeLinkshttps://hookmusic.com/https://www.linkedin.com/in/singhsimmi/xm8sx2wkyp5nXfzsoxe4kfznK2u7w3Zxlvt92fgbOur Sponsors:* Check out Kinsta: https://kinsta.com* Check out Vanta: https://vanta.com/CODESTORYSupport this podcast at — https://redcircle.com/code-story/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

What does it take to solve a "boring" but critical problem, and how can product leaders find passion in the details? In this podcast hosted by iDonate VP of Product Nacho Andrade, Intuit Director of Product Rosa Welton will be speaking on how she embraces the complexity of small business payroll. Tune in to hear Rosa's insights on building empathy, driving meaningful outcomes, and leading through uncertainty.

Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.(00:00) - Welcome to the Unofficial QuickBooks Accountants podcast (00:39) - Congratulations to OnPay (03:25) - Tags Discontinued (05:00) - QuickBooks Solopreneur Updates (06:48) - Migration from QuickBooks Desktop to Online (10:19) - QuickBooks Live Expert Cleanup (16:58) - QuickBooks Customer Hub Powered by Mailchimp (19:16) - New Recurring Payments Feature (24:11) - Outro and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comLinks Mentioned in this episode:January's Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/Trump's Inauguration's Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242Alicia's classes:Year-end Cleanup and Tax Prep: http://royl.ws/yearend Converting from QBDT to QBO: http://royl.ws/QBDT2QBOIntro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-businessSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today I had the pleasure of speaking with Brian Ascher, a veteran venture capitalist at Venrock, a firm with a storied history dating back to 1969 as part of the Rockefeller family office. Brian, with nearly 30 years in the industry, shared his journey from product management at Intuit to becoming a key partner at Venrock. We dove into the firm's evolution, investment strategies, and decision-making processes, highlighting how Venrock maintains its edge as it evolves.About Brian Ascher:Brian Ascher is a Partner at Venrock where he focuses on early-stage investments in enterprise software, SaaS, and consumer internet companies. With a deep passion for partnering with visionary founders, Brian is known for helping businesses scale through strategic growth, operational insights, and innovation.Since joining Venrock in 1998, Brian has played a pivotal role in numerous successful investments, including Vocera, 6sense, Personal Capital, and Inrix. His expertise spans go-to-market strategies, product positioning, and building high-performing teams.Topics in this conversation include:* Brian's Career Journey (1:34)* The Evolution of Venture Capital (6:25)* Venrock's Decision-Making Model (10:09)* Balancing Investment Decisions and Team Dynamics (14:42)* Empowered Accountability in Deal Decisions (20:44)* Cultural Norms in Venture Capital (22:38)* Investment Strategy and Risk Management (25:12)* Portfolio Construction and Returns (30:22)* Opportunity Funds vs. Core Funds (33:01)* Adapting to AI's Impact on Investment (36:15)* Advice for Aspiring VCs (41:28)* Final Thoughts and Takeaways (43:48)I'd love to know what you took away from this conversation with Brian Ascher.Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com