Podcasts about Intuit

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

"Maybe we will see the robots that we want in our lives in 2026. But be prepared: they will definitely be controlled by people in India with Xbox controllers." Robots, and IPOs, and AI, Oh My! Managing editor Sarah Rieger joins to ask the biggest tech questions of 2026, after evaluating which 2025 tech questions were definitively answered. Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts. -- The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work.

What happens when the founder of Mint.com takes on one of healthcare's most broken experiences—patient communication? In this episode of Bright Spots in Healthcare, Eric Glazer sits down with Aaron Patzer, Founder and CEO of Vital, to explore how simplicity, clarity, and human-centered design can drive real impact in healthcare. Drawing from his journey building Mint, Aaron shares why most healthcare technology misses the mark, how better communication improves outcomes and ROI, and what leaders must do to design experiences people actually use. The conversation goes deep on: Why simplifying complexity—not adding more tech—is the real innovation How better patient communication drives measurable ROI for hospitals What healthcare leaders can learn from consumer tech about trust, adoption, and engagement The leadership principles Aaron relies on when innovating inside highly regulated, slow-moving systems If you're a healthcare leader navigating digital transformation, AI investment decisions, or experience strategy, this episode offers clear thinking, hard-earned lessons, and proof that when you make it easier for people to understand what's happening, everything works better.   References: Book Reference - The Design of Everyday Things by Don Norman About Aaron: Aaron Patzer is a renowned entrepreneur, engineer, and innovator best known as the founder of Mint.com, the personal finance platform that revolutionized money management for millions of users. After launching Mint in 2007, Patzer led it to rapid success, growing the user base to over 25 million and overseeing its acquisition by Intuit in 2009. A passionate advocate for user-centered design and simplicity in complex systems, Patzer built Mint.com by combining his technical acumen with a deep understanding of user experience and behavioral finance. He holds degrees in Electrical Engineering, Computer Science, and a Master's from Princeton University. Following Mint, Patzer continued to push boundaries in tech and health innovation. He co-founded Vital, a healthcare startup focused on improving hospital emergency room, urgent care, and inpatient experiences using AI and design thinking. Ranked by KLAS as #1 in patient experience, Vital achieves concrete results: 30–50% fewer LWOBS/AMA, 10–15% higher NPS, stronger HCAHPS scores, reduced ED bounce- back, and 10% lower 30-day readmissions. Designed to integrate seamlessly with existing EHR systems, Vital provides a user-friendly interface that engages patients, resulting in 60%+ adoption rates, 5-10x higher than the competition. View our product overview. Partner with Bright Spots Ventures: If you are interested in speaking with the Bright Spots Ventures team to brainstorm how we can help you grow your business via content and relationships, email hkrish@brightspotsventures.com   About Bright Spots Ventures: Bright Spots Ventures is a healthcare strategy and engagement company that creates content, communities, and connections to accelerate innovation. We help healthcare leaders discover what's working, and how to scale it. By bringing together health plan, hospital, and solution leaders, we facilitate the exchange of ideas that lead to measurable impact. Through our podcast, executive councils, private events, and go-to-market strategy work, we surface and amplify the "bright spots" in healthcare—proven innovations others can learn from and replicate. At our core, we exist to create trusted relationships that make real progress possible. Visit our website at www.brightspotsinhealthcare.com. Visit our website:  www.brightspotsinhealthcare.com. Follow Bright Spots in Healthcare: https://www.linkedin.com/company/shared-purpose-connect/

In a recent Harvard Business Review article, Scott Cook, cofounder of Intuit, and Professor Nitin Noharia discussed how to enhance customer value. The article highlighted CEO of RELX, Erik Engstrom. Engstrom has been asking his team customer-obsessed questions for twenty years. Some of Engstrom's profound questions include: “How does the customer measure value? How do ... The post Profound Questions appeared first on Unconventional Business Network.

"2025 is the year that we committed to the bit, and all pretences went away." Special guest star Rob Kenedi (Decelerator) joins for The BetaKit Podcast's annual tradition: stuffing your holiday stocking with the biggest tech stories of 2025. Have a different take on tech this year? Let us know: podcast@betakit.com. Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts. -- The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work.

Rachel Gogel, an independent design executive and "devoted generalist," shares her journey from GQ and Facebook to creating her own fractional leadership consultancy. Operating at the intersection of brand, culture, and technology, she works with organizations like Airbnb and Intuit while teaching at California College of the Arts.Her career philosophy centers on designing your own path without permission—starting when she unexpectedly became a people manager at GQ in her early twenties. Rachel redefines success as a harmonious blend of consulting, mentoring, teaching, speaking, and advocacy—deliberately remaining small while creating meaningful impact. Drawing on experiences with chronic health conditions and loss, she advocates for conscious time design and questions the "FIRE" mentality, reminding us that time itself is a luxury we shouldn't take for granted.Key TakeawaysGeneralists belong in the creative landscape — The ability to adapt, work across mediums, and jump between projects at various altitudes represents uniquely human capabilities that AI cannot replicateConviction matters more than specialization — In rapidly changing creative industries, having strong principles and adaptability is more valuable than being pigeonholed into a single discipline or titleEmbrace discomfort as a catalyst for growth — The messiest moments and most uncomfortable situations often become the foundation for the greatest career breakthroughs and learning experiencesRelationships are your greatest asset — Every major opportunity comes through genuine connections built on generosity, empathy, and helping others succeed without expecting immediate returnsDesign your career without waiting for permission — You don't need validation from institutions or traditional career paths; you can package your unique skills and create your own professional identitySuccess doesn't require scaling up — Growth doesn't always mean expansion; you can be a successful solopreneur by remaining intentionally small and defining success on your own termsPractice conscious time design — Regularly audit where your time and energy go; ensure you're investing in work that aligns with your values, impact goals, and desired lifestyleRemember that time is a luxury — Don't defer meaningful work or authentic living to some distant future; be present and intentional with how you spend your finite time on this planetMoney and meaning don't have to be mutually exclusive — Challenge the false dichotomy between financial stability and creating meaningful work; both are possible with intentional career designShare knowledge and lift others up — Transparency about money, opportunities, and career paths creates community strength and often returns to benefit you in unexpected ways Daring Creativity. Daring Forever. Podcast with Radim Malinic daringcreativity.com | desk@daringcreativity.com Books by Radim Malinic Paperback and Kindle > https://amzn.to/4biTwFcFree audiobook (with Audible trial) > https://geni.us/free-audiobookBook bundles https://novemberuniverse.co.ukLux Coffee Co. https://luxcoffee.co.uk/ (Use: PODCAST for 15% off)November Universe https://novemberuniverse.co.uk (Use: PODCAST for 10% off)

Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to the Christmas Edition (00:59) - QuickBooks Online: New Features and Improvements (01:41) - Account and Settings Updates (02:47) - Banking Feed Enhancements (04:55) - QuickBooks Time Integration (07:04) - Sales Tax Center (17:05) - Modern Reports: New Features (21:03) - Backup and Restore Utility (23:44) - Payroll Agent and Time Tracking (26:25) - Upcoming Classes and Final Thoughts LINKSAlicia's QBO classes related to this episode:Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Sales Tax: http://royl.ws/SalesTax?affiliate=5393907QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907Alicia's Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907Alicia's Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907Rewind for backups: http://royl.ws/RewindAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode, we cover:✅ How Jeremiah went from bootstrapping websites during the dot-com boom to building a global cybersecurity business.✅ Why most cybercrime isn't about “hacking systems,” it's about hacking humans.✅ The emotional tricks scammers use, and how to spot them before you get duped.✅ Real-world stories of cybercrime that cost companies hundreds of thousands of dollars in seconds.✅ The single most important (and shockingly simple) thing you can do to protect yourself today. Jeremiah also shares powerful insights from his keynote, Confessions of a Hacker, including why it's often too late once the money is gone, and how you can take smart, preventative action without expensive software or technical know-how. 

Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/casRelay - http://accountingpodcast.promo/relayOnPay - http://accountingpodcast.promo/onpayChapters(00:47) - Jeffrey Epstein's CPA and Lawyer (03:10) - Wall Street Journal Article on Epstein's Associates (05:58) - Discussion on Epstein's Financial Operations (14:25) - Trump's Executive Order on Cannabis Businesses (18:16) - Tax Implications for Gambling and Prediction Markets (20:47) - IRS Criminal Investigations Unit Record Year (25:13) - Lawyer Sues IRS to Recognize Dog as Dependent (28:09) - Trump's New US Tech Force (29:27) - Trump's Hiring Plans and Tech Startups (30:22) - Startup Fraud in Tax Accounting (34:23) - Intuit and Circle Partnership (36:38) - AI and Stablecoin Payments (44:16) - AI's Impact on Accounting Jobs (51:24) - AI-Powered Fraud in Finance (55:59) - Closing Remarks and Announcements  Show NotesThe CPA and the Lawyer Who Served Jeffrey Epstein—and Control His Fortune and Secrets https://www.wsj.com/articles/the-cpa-and-the-lawyer-who-served-jeffrey-epstein-and-control-his-fortune-and-secretsTaking a gamble on prediction market taxation https://www.accountingtoday.com/news/taking-a-gamble-on-prediction-market-taxationLawyer sues IRS to recognize pets as dependents https://www.accountingtoday.com/news/lawyer-sues-irs-to-recognize-pets-as-dependentsSEC Charges Shiloh Luckey https://www.sec.gov/enforcement-litigation/litigation-releases/lr-26424The FBI is investigating a startup founder accused of using VC money to pay for her house and a Caribbean wedding https://techstartups.com/2025/12/16/the-fbi-is-investigating-a-startup-founder-accused-of-spending-5-5-million-in-vc-funding-on-a-house-and-caribbean-wedding/Intuit taps Circle's USDC to add stablecoin payments across TurboTax and QuickBooks https://www.theblock.co/post/383184/intuit-circle-usdc-stablecoin-payments-turbotax-quickbooksIntuit and Circle Partner to Unlock the Future of Money Movement with Stablecoins https://investors.intuit.com/news-events/press-releases/detail/1292/intuit-and-circle-partner-to-unlock-the-future-of-money-movement-with-stablecoinsAI Is Reshaping Accounting Jobs by Doing the "Boring" Stuff https://www.gsb.stanford.edu/insights/ai-reshaping-accounting-jobs-doing-boring-stuffHuman + AI in Accounting: Early Evidence from the Field https://www.gsb.stanford.edu/faculty-research/working-papers/human-ai-accounting-early-evidence-fieldIRS-CI issues fiscal year 2025 annual report showcasing banner investigative results https://www.irs.gov/newsroom/irs-ci-issues-fiscal-year-2025-annual-report-showcasing-banner-investigative-resultsIRS Criminal Investigation uncovers $10.6B in financial crimes https://www.accountingtoday.com/news/irs-criminal-investigation-uncovers-10-6b-in-financial-crimesDext warns businesses over losses from ChatGPT-style financial advice https://fintech.global/2025/12/18/dext-warns-businesses-over-losses-from-chatgpt-style-financial-advice/ChatGPT tax advice already costing UK firms, say accountants https://itbrief.co.uk/story/chatgpt-tax-advice-already-costing-uk-firms-say-accountantsTrump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects https://www.cnbc.com/2025/12/15/trump-ai-tech-force-amazon-apple.htmlOPM Launches US Tech Force to Implement President Trump's Vision for Technology Leadershiphttps://www.opm.gov/news/news-releases/opm-launches-us-tech-force-to-implement-president-trumps-vision-for-technology-leadership/Double Raises $6.5 Million Series A from Album Ventures, Jack Altman, and Y Combinator to Double Accountants' Productivity https://www.businesswire.com/news/home/20251210027851/en/Double-Raises-$6.5-Million-Series-A-from-Album-Ventures-Jack-Altman-and-Y-Combinator-to-Double-Accountants-ProductivityZoho announces enterprise billing, spend management products https://www.accountingtoday.com/news/zoho-announces-enterprise-billing-spend-management-productsZoho Announces Zoho Spend and Zoho Billing Enterprise Edition https://www.businesswire.com/news/home/20251218170986/en/Zoho-Announces-Zoho-Spend-and-Zoho-Billing-Enterprise-Edition-Offering-Large-Businesses-Greater-Control-and-Flexibility-Over-Billing-Operations-and-Company-Spend-as-They-ScaleAI giving scammers new tricks, enhancing old ones https://www.accountingtoday.com/news/ai-giving-scammers-new-tricks-enhancing-old-onesFrom secure to spooked: White-collar workers face rising job fears https://www.businessreport.com/article/from-secure-to-spooked-white-collar-workers-face-rising-job-fears

"Can you imagine a quarter—25 percent—of Canada isn't sure if they'll be employed next year? That is a wild statistic." Kevin Kliman, president of Canadian business at Employment Hero, joins to explain why Canada's workforce is underemployed and anxious about 2026. He also shares data indicating things are particularly bad for Gen Z, before offering tips on how they can make their mark in the modern workforce—with AI. Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts. -- The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work.

In this episode of Digi-Tools in Accrual World, we break down a massive fortnight of news in the accounting tech ecosystem. From leadership changes at the top of the UK's biggest platforms to the "unbundling" of SaaS pricing, we analyse the strategic moves that will define 2026. The Big Xero Shift: The team reacts to the continued fallout from Xero's new API pricing model and the news that Alex von Schirmeister is stepping down to join Nomentia. We discuss whether Xero is moving away from "inclusivity" as it pivots toward profitability.   The AI Reality Check: Despite the hype, recent data shows a decline in active generative AI usage in the workplace. We explore why Microsoft Copilot is struggling to gain traction and why "Ask Digits" represents the future of AI as a primary software interface.   Acquisitions & Payments: We look at the strategic implications of Mollie acquiring GoCardless for £1.1bn and how Intuit is tightening its grip on the UK market with the official launch of QuickBooks Payments.   Strategic Pricing: Finally, we analyse Unleashed Software's move to "unbundle" its pricing. Is functionality-driven pricing the new standard for SaaS?   Episode Timestamps 00:00 Welcome To Digi-Tools in Accrual World App News 03:08 Ecosystem Friction: Developers React to Xero's API Pricing Model 10:42 Leadership Change: Alex von Schirmeister Steps Down at Xero 17:56 Xero Update: MTD Support for Multiple Businesses 19:02 M&A Alert: GoCardless Acquired by Payments Giant Mollie 23:33 Why Microsoft is Struggling with AI Agent Traction 32:33 The AI Dip: Workplace Surveys Show Usage Decline 35:58 App Spotlight: Digits Unveils "Ask Digits" AI Interface 38:06 QuickBooks Payments Officially Launches in the UK 40:06 Intuit's "Agentic" Capabilities for QuickBooks & MailChimp 43:52 Briefcase Platform: Absorbing Complex Tax Codes via AI 46:07 SaaS Strategy: Unleashed Unbundles Pricing & Inventory Features 49:53 Like, Subscribe and Join Us! Keywords / Hashtags: #AccountingTech #Xero #Intuit #QuickBooks #GoCardless #Mollie #SaaSStrategy #AI #GenerativeAI #FinTech #Unleashed #SaaSActivation #ChannelStrategy

    In this episode, Daniel looks at the question ‘Do we schedule it or intuit it?’ as far as what to do next in our healing businesses. From a best-selling book series, Daniel has co-authored the book, Wake Up Live The Life You Love – Living In Abundance, which featured internationally renowned legends including Anthony Robbins, Dr. Wayne Dyer, and Dr. Michael Beckwith. Daniel is the creator of the Your Sacred Purpose that is unleashing the hidden greatest potential within world-changing empaths, healers, and spiritual entrepreneurs by loving all of themselves including their full power, their greatest gifts, their truest purpose, and the ability to deepen the awakening of consciousness on the planet while enjoying profound money success. For More Information ★ If you enjoyed the show, please leave us a five star iTunes review. Visit Spiritual Rockstar Podcast at https://yoursacredpurpose.com/ for more information!★ I encourage you to join our Rock Your Sacred Purpose Community on Facebook.★ Would you like to Meditate and Make Monday? Grab your FREE Meditate and Make Money meditation today! https://tinyurl.com/YourSacredPurpose Show Notes ★ 1:29 – When we get down to it what is the answer? What is the best approach? ★ 7:23 – What have I found that I’ve landed with as a joyful and most productive way to handle these things? ★ 11:52 – What we want to do instead is, allow ourselves to take the time to deeply download things. ★ 17:57 – You have to keep training your focus, you need to keep working upon your consciousness. ★ 30:38 – If you’re looking for more success, you’re looking to get a nice level of business success, this has been a successful approach for me. ★ 39:08 – What are the top 1-2 or 3 things you are going to take action on from what I shared today?    Listen to the Show The post 478: Daniel Hanneman – Scheduling It or Intuit Your Next Steps? appeared first on Your Sacred Purpose.

SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKSMentions in episode:  Alicia's Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390  DanIntuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Senior executives are often told to focus on big-picture strategy while delegating the specifics of execution. But, according to Scott Cook, cofounder and former CEO of Intuit, smart leaders also spend time on the details of how the organization gets work done at every level, including the front lines. Working with Harvard Business School professor Nitin Nohria, he studied companies from Toyota to Amazon to better understand why hands-on leadership, from the CEO down, works and how to do it without micromanaging. They are coauthors of the HBR article "The Surprising Success of Hands-On Leaders."

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management BusinessName: Bill HarrisTitle: Founder, CEOBill's Book: https://a.co/d/aILiU0uCompany Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine. Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas, and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more. About Bill Harris: Bill Harris is the Founder and CEO of Evergreen Wealth, a digital Registered Investment Advisor (RIA) delivering hyper-personalized, tax-optimized Dynamic Portfolios™ for high-earning professionals and affluent families, particularly those in high-tax states, helping them build long-term, generational wealth. A fintech pioneer with over three decades of leadership at the intersection of finance and technology, Bill has founded and led multiple companies that have become household names, reshaping how people manage, protect, and grow their money. Before founding Evergreen Wealth, he was the former CEO of PayPal, guiding the company through its launch and early growth; the former CEO of Intuit, where he oversaw the expansion of TurboTax, Quicken, and QuickBooks; and the founder of Personal Capital, which scaled to $23 billion in assets before its $1 billion acquisition by Empower Retirement.Beyond Evergreen Wealth, Bill has launched and scaled several other companies, including MyVest, PassMark Security, IronKey, and One Finance (acquired by Walmart in 2022). He has also served on the boards of Macromedia, SuccessFactors, Care.com, Yodlee, GoDaddy, Avalara and Business.com. Bill is the author of Investment Tax Guide: How to Slash Your Taxes, which emphasizes after-tax returns as the most critical measure of investment success, a principle that underpins Evergreen Wealth's approach to Dynamic Portfolios. Bill holds an MBA from Harvard Business School and a BA from Middlebury College.

Together, leaders at LinkedIn, Intuit, Square, and Workday explore how AI is transforming marketing, products, and business models.FOLLOW US! Find us on LinkedIn & Instagram

"It seems irrational, and irrational behaviour is where drama lives, it's where comedy lives. It's where all the fun is." A communications tycoon built an empire turning airwaves into cash. Now, his son, long dismissed by his father, is fighting for control of the family business. Meanwhile, one shrewd public servant is determined to derail the company's billion-dollar takeover. Is this a plot point from season three of Succession? No! It's a Canadian story… and it's all true—mostly. Award-winning playwright Michael Healey joins to discuss Rogers v. Rogers, his new play based on the Alexandra Posadzki book of the same name.   Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts. -- The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work. Related links: Purchase tickets to see Rogers v. Rogers. Exploring the city Google couldn't buy Canadians want competition. Our Competition Commissioner needs better tools to fight for it. Inside Anthony Lacavera's fight for Freedom Mobile Jesse Wente wants Canada to "tax the hell" out of Big Tech, but he's open to cutting deals

Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:20) - Conference Recap and Key Questions (01:07) - Personal Reflections and Gratitude (02:15) - Addressing Criticism and Misconceptions (04:58) - Feedback from the Community (05:38) - AI and Future Features (09:21) - Concerns About Software Stability (11:00) - Call for Stability and Consistency (12:38) - Viral Facebook Rant (24:14) - ProAdvisors' Plea to Intuit (29:19) - Positive Feedback and Gratitude (32:52) - Upcoming Classes and Conclusion Alicia's upcoming classes: Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of the TriMetric Roadmap Podcast, Scott and Jeff sit down with Mahesh M. Thakur, CEO of Decisive AI, to discuss how business owners can move from AI hype to AI results. Mahesh—one of the world's few Master Certified Stakeholder-Centered Coaches (MCC) and a former executive at Microsoft, Amazon, Intuit, and GoDaddy—shares how leaders can align their teams on a “True North,” integrate AI intelligently, and transform culture, execution, and bottom-line growth. You'll hear how 92% of AI investments currently fail, what separates the 8% that succeed, and how smaller companies can use AI to level the playing field with billion-dollar enterprises. ---- About Mahesh M. Thakur Mahesh M. Thakur is the Founder and CEO of Decisive AI, where he helps CEOs and leadership teams align on their True North and turn AI into ROI™. A former executive at Microsoft, Amazon, Intuit, and GoDaddy, Mahesh is among the world's top 0.1% of Master Certified Stakeholder-Centered Coaches (MCC). He's advised leaders at JPMorgan Chase, Meta, Google, Walmart, PayPal, and John Deere, helping them achieve measurable transformations—from doubling growth rates to cutting decision cycles by 40%. Connect: LinkedIn | Instagram | X (Twitter) ---- 1. What does “AI to ROI” mean? AI to ROI™ is Mahesh's framework for turning artificial intelligence investments into tangible business outcomes—revenue growth, cost savings, and cultural transformation. It blends technology strategy with human alignment. 2. Why do 90% of AI projects fail? Most fail because they lack a clear framework, leadership alignment, or measurable objectives. Companies often jump in due to FOMO, invest heavily, and never achieve integration or adoption that creates ROI. 3. Who should be investing in AI? Every business—from tech firms to law practices to construction companies—can benefit from AI. It's no longer limited to Big Tech; mid-market companies ($10M–$100M) can now compete on equal footing using accessible tools. 4. What is a “Test + Learn™” culture? It's a structured approach that allows organizations to experiment rapidly, measure outcomes, and scale only what works—turning innovation into a repeatable discipline. 5. How can small and mid-sized companies use AI effectively? Start by identifying one or two workflows where automation saves time or improves customer outcomes. Build simple pilots, collect data, and align leadership around shared metrics before scaling. 6. What is the “True North” concept in leadership? True North represents the organization's unifying direction—its mission, values, and goals. Mahesh helps CEOs and teams align on this so that AI and strategy serve the same purpose. 7. How does AI connect to leadership and faith? Mahesh believes great leaders must balance faith and data. Without alignment, AI becomes fear-driven. True mastery integrates wisdom, courage, and belief that technology should serve humanity, not replace it. 8. What's next for Decisive AI and Business Freedom Advisors? Scott and Mahesh announced upcoming collaborations to help business owners design both a Business Roadmap and an AI Roadmap for 2026. Follow BusinessFreedomAdvisors.com for updates. ----- Links & Resources Watch Full Episode on Fathom Connect with Mahesh on LinkedIn Learn More About Business Freedom Advisors Follow Scott Landis on LinkedIn Subscribe to the TriMetric Roadmap Podcast

Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia. Today is Tuesday, December 9, 2025. #1 – From WSAZ-TV - Marshall provides update for major new development Marshall University's "IDEA District" — formerly the Innovation District — is getting new momentum: a recently-presented plan includes buildings for firms like Intuit and Foundever, a planned hotel, an Advanced Manufacturing Center, and a new Welding & Robotics Training Center. Officials say the development aims to bring high-paying jobs to students and help keep graduates in Huntington, fulfilling the district's motto: "impossible doesn't exist anymore."  Read more: https://www.wsaz.com/2025/12/04/marshall-provides-update-major-new-development/ #2 – From WV SBDC - WV SBDC business coaches now cybersecurity certified All 17 of the West Virginia Small Business Development Center's business coaches recently completed the "North Star Cybersecurity Certification," equipping them to advise small businesses across the state on phishing, password security, malware, data privacy, and other cyber-risks. That means entrepreneurs statewide can tap no-cost coaching that now includes cybersecurity — a growing concern as small businesses face frequent attacks.  Read more: https://wvsbdc.com/all-west-virginia-small-business-development-center-business-coaches-now-cybersecurity-certified/ #3 – From SOUTHSIDE DAILY - List reveals 5 best places to stay in WV for nature lovers A new travel listing highlights five top-notch stays across the Mountain State — from mountaintop resorts and forested cabins to cozy small-town lodgings — that combine easy access to trails, rivers, and scenic landscapes. Featured stays include Canaan Valley Resort State Park, Blackwater Falls State Park, The Greenbrier, the area around Seneca Rocks, and Berkeley Springs — offering travelers a range from rugged-outdoors to resort-style comfort. Read more: https://southsidedaily.com/places-to-stay-in-west-virginia/ 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.

Are accountants no longer “professionals”? We unpack the DOE proposal that could slash grad loan limits—and what AICPA/NASBA plans to do about it. Plus: Deloitte's AI-made citations, EY's audit turnaround, PwC's end‑to‑end AI audit ambitions, and OpenAI's circular investment into accounting rollups. We also cover Xero's new auto‑reconcile, Intuit's small‑biz data ad play, and two practical wins: Google's shared inboxes and unexpected networking tactics for landing that first job.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casACFE - http://accountingpodcast.promo/acfeOnPay - http://accountingpodcast.promo/onpayChapters(00:00) - Introduction and Podcast Overview (00:44) - Headline: Accountants No Longer Professionals? (02:18) - Department of Education's Proposal and Reactions (03:50) - Implications for Accounting Students and Professionals (09:28) - Deloitte's AI Work Swap Controversy (12:46) - EY's Audit Quality Improvements (20:56) - Economic Update: Tariffs and Job Market (34:02) - Circular AI Investments: A Closer Look (36:31) - AI Tools for Accountants: New Features (39:32) - Xero's New Pricing and AI Policies (49:13) - PWC's AI-Driven Audit Automation (52:39) - Google Workspace Shared Inboxes (55:49) - Dissolution of the Department of Government Efficiency (56:47) - Career Networking Tips for Accountants (01:01:16) - Outsourcing Talent: A Global Perspective  Show NotesDepartment of Education Accounting Professional Degree Classificationhttps://www.newsweek.com/full-list-degrees-professional-trump-administration-11085695 Accountants Inexplicably Deemed "Not Professional" Under OBBBA Student Loan Rules https://www.goingconcern.com/accountants-inexplicably-deemed-not-professional-under-obba-student-loan-rules/ Department of Education Unclassifies Accounting as a Professional Degree https://www.cpapracticeadvisor.com/2025/11/24/department-of-education-unclassifies-accounting-as-a-professional-degree/173875/ Deloitte allegedly cited AI-generated research in a million-dollar report for a Canadian provincial government https://fortune.com/2025/11/25/deloitte-caught-fabricated-ai-generated-research-million-dollar-report-canada-government/ Major N.L. healthcare report contains errors likely generated by A.I. https://theindependent.ca/news/lji/major-n-l-healthcare-report-contains-errors-likely-generated-by-a-i/ N.L. asks Deloitte to carry out review after 'incorrect' citations found in $1.6M provincial health planhttps://www.cbc.ca/news/canada/newfoundland-labrador/nl-deloitte-citations-9.6990216 OpenAI's investment into Thrive Holdings is its latest circular deal https://techcrunch.com/2025/12/01/openais-investment-into-thrive-holdings-is-its-latest-circular-deal/ Thrive-backed accounting firm Crete to spend $500 million in AI roll-up https://finance.yahoo.com/news/thrive-backed-accounting-firm-crete-130200467.html Crete PA plans $500 million spend to buy and upgrade accounting firms with AI https://www.accountingtoday.com/news/crete-pa-plans-500-million-spend-to-buy-and-upgrade-firms-with-ai OpenAI takes an ownership stake in Thrive Holdings to accelerate enterprise AI adoption https://openai.com/index/thrive-holdings/ Trump Tariffs: The Economic Impact of the Trump Trade War https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/ IEEPA Tariffs Are Down from April Threatshttps://taxfoundation.org/blog/ieepa-tariffs-rates-down-april-threats/Intuit SMB MediaLabs Audiences Now Available on The Trade Desk Platform https://investors.intuit.com/news-events/press-releases/detail/1288/intuit-smb-medialabs-audiences-now-available-on-the-trade-desk-platform-connecting-advertisers-with-small-and-mid-market-businesses Intuit SMB MediaLabs | Advertising Networkhttps://medialabs.intuit.com/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/AppleP...

Welcome to The Luminary Podcast with your host Annie Perry, multi-dimensional psychic channel, Akashic Records guide, and intuitive tarot reader. In this powerful Prosperity Tarot Reading, Annie opens a portal into the energetic codes of wealth manifestation, money boundaries, and the legacy you are destined to create.This episode channels a high-frequency transmission designed to help you rewrite your abundance blueprint, call in aligned prosperity, and fortify the energetic boundaries that allow money to flow effortlessly without draining your soul.

"It used to be that Silicon Valley was the kind of Mecca of the entrepreneur. What's happening is everyone has got the tools that used to be crowded in there. Now what we need to do is get the capital." Minister Evan Solomon sits down with C100 Executive Director Michael Buhr to discuss the country's future in AI and the feds' commitments to innovation. Recorded live on the BetaKit Keynote Stage at SAAS NORTH. The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work. Related links: What's in #Budget2025 for Canadian tech? Canadian tech sees #Budget2025 as "about-face" from last government's stance on business Is SaaS dead? Tech leaders debate whether it's time for requiem or rebirth

This week, Jason is joined by Executive Vice President and General Manager at Intuit's Consumer Group, Mark Notarainni! Mark leads customer success and expert platforms for products like Credit Karma and TurboTax. Mark's story is a powerful example of long-term career growth and leadership evolution from his early days managing teams and customer experience to now overseeing global strategy at one of the world's leading financial technology companies. His career is built on a people-first leadership, what it takes to thrive inside a major organization, and the lessons he's learned about mentorship, career resilience, and defining success.  Mark opens up about his very first job at Baskin Robbins in high school and how those early lessons stuck with him throughout his career. He reflects on the pivotal decision that reshaped his professional path, the power of intellectual curiosity, and how he learned to stop being intimidated by others—remembering that everyone is “just people.” Mark walks through what a typical day looks like for him at Intuit, why staying close to the technology is essential, and how generative AI is transforming the way Intuit's Consumer Platform serves customers with speed, personalization, and scale. He touches on what causes him anxiety, the strict prioritization system he uses to manage his time, and why taxes represent the largest paycheck moment for many Americans. Mark also breaks down how Intuit's suite of companies helps consumers make smarter decisions around debt, tax returns, and the blend of human expertise and AI. He shares how customer-centricity guides every product improvement, where he recommends people begin their financial journey, and wraps with rapid-fire personal finance questions. Mark reveals all this and so much more in another episode you can't afford to miss! Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guest: Mark Notarainni + https://www.intuit.com/ - includingCreditKarma.com and TurboTax.com, both of which are ready to help you make smart money moves ahead of tax season.  Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group  All Access: Free 30-Day Trial  Trading Secrets Steals & Deals!

Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:37) - ProAdvisor Community News (01:15) - AI Innovations and Bank Feed Updates (02:46) - Intuit Accountant Suite (09:08) - ProAdvisor Program Evolution (10:03) - New Resources and Tools      LINKSIntuit's Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_linkIn the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharingAlicia's upcoming classes: QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode with Thom Shea, we cover:What makes someone truly “unbreakable”How to survive the worst day of your life, and what happens if you don't give upWhy “just doing the basics” is often the most advanced move you can makeHis life-saving experience during a firefight in Afghanistan that earned him the Silver StarThe Rule of Three; how simplifying complexity transforms business, health, and leadershipWhether you're leading a team or leading your own life, Thom shares insights that will challenge and empower you to show up—again and again—no matter what.

How fast will AI reshape marketing operations—and can leaders afford to sit on the sidelines? Host Clark Newby sits down with Tom Grubb, sales and marketing enablement consultant and former exec at Marketo and Intuit, to break it all down.In this episode of Tomorrow's Best Practices, Clark and Tom unpack what's happening right now in marketing operations and go-to-market strategy as AI moves from theory to daily practice. Fresh off MarketingPalooza, Tom shares what he heard from marketing ops leaders on the ground—from AI agents that can execute Marketo tasks to teams building their own custom agents for analytics and operations.They explore the real tension leaders face today: innovation versus risk. How much control is enough before trusting automation? When does playing it safe actually become the bigger risk? And what happens when your competitors move faster than your internal processes can keep up?-----CONNECT with us at:Website: https://leadtail.com/Leadtail TV: https://www.leadtailtv.com/LinkedIn: https://www.linkedin.com/company/lead...Twitter: https://twitter.com/leadtailFacebook: https://www.facebook.com/Leadtail/Instagram: https://www.instagram.com/leadtail/----0:00 – The Risk vs Reward of Adopting New Technology 1:03 – Welcome to Tomorrow's Best Practices + Guest Introduction 3:09 – Cutting Through Chaos With Data and Alignment 3:57 – MarketingPalooza Takeaways and the AI Pulse Check 7:33 – Where AI Is Showing Up in Marketing Ops Right Now 8:31 – AI Agents, Automation, and Building Your Own Tools 13:08 – Trust, Hallucinations, and When Automation Becomes Risky 17:09 – Marketing, Measurement, and Board-Level Expectations 22:44 – Defining What Marketing Success Really Means 29:37 – Life Outside Work and a Book for Boards and Marketers #b2bmarketing #b2b

During the chaos of the holiday season, is it possible for small retailers to turn their fragmented customer data into a perfectly timed, personalized marketing, or are they destined to just add to the noise? Agility requires not just collecting customer data from every channel, but having the insight and tools to act on it in the moments that matter most. It's the ability to translate a customer signal into a relevant experience, instantly.Today, we're going to talk about how small and mid-sized retailers can punch above their weight during the critical holiday season. We'll explore the challenge of turning fragmented customer data from online browsing, email clicks, and even in-store visits into a cohesive strategy that drives precision-targeted campaigns, creates loyal customers, and, most importantly, delivers measurable ROI in a complex, multi-channel world. To help me discuss this topic, I'd like to welcome, Diana Williams, VP of Product Management at Intuit Mailchimp. About Diana Williams Diana Williams is VP of Product Management at Intuit Mailchimp. She is a dynamic leader who excels at turning concepts into revenue-generating products in fast-paced environments. Her experience includes launching e-commerce and business platforms, with expertise in product strategy and accelerating high-quality product execution. Previously, she held leadership roles at technology startups and companies like Meta and eBay. She resides in the Bay Area. Diana Williams on LinkedIn: https://www.linkedin.com/in/dianalwilliams/ Resources Intuit Mailchimp: https://www.mailchimp.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Award-winning author and business executive Margaret Heffernan has written extensively about uncertainty. Her book Uncharted: How to map the future became an instant bestseller and featured on Bloomberg's Best Books of 2021 list. Her most recent book Embracing Uncertainty: How writers, musicians and artists thrive in an unpredictable world outlines how creatives use ambiguity to stimulate innovation and novel ideas. In this episode, Jen, Dom and Cat chat with Margaret to her views on the power of conversation. In ambiguous and chaotic work landscapes, convening group discussions to hear diverse perspectives and harness collective intelligence is a new leadership meta-skill.   About Margaret Heffernan Dr. Margaret Heffernan produced programmes for the BBC for 13 years.  She then moved to the US where she spearheaded multimedia productions for Intuit, The Learning Company and Standard&Poors. She was Chief Executive of InfoMation Corporation, ZineZone Corporation and then iCast Corporation, was named one of the “Top 25” by Streaming Media magazine and one of the “Top 100 Media Executives” by The Hollywood Reporter.  The author of six books, Margaret's third book, Willful Blindness : Why We Ignore the Obvious at our Peril was  named one of the most important business books of the decade by the Financial Times. In 2015, she was awarded the Transmission Prize for  A Bigger Prize: Why Competition isn't Everything and How We Do Better, described as “meticulously researched…engagingly written…universally relevant and hard to fault.” Her TED talks have been seen by over 13 million people and in 2015 TED published Beyond Measure: The Big Impact of Small Changes. In 2020, she published Uncharted: How to map the future, which quickly became a bestseller and was nominated for the Financial Times Best Business Book award, was one of Bloomberg's Best Books of 2021 and was chosen as the “Medium Best of the Best” business book. 2025 saw the publication of Embracing Uncertainty: How Writers, Musicians and Artists Thrive in an Unpredictable World, described as ‘a timely, insightful book….Heffernan highlights what it takes to excel in turbulent times.' In 2024, she was inducted into the  Thinkers50 Hall of Fame, in recognition of her lasting impact on management thinking.  She is a Professor of Practice at the University of Bath, Lead Faculty for the Forward Institute's Responsible Leadership Programme and, through Merryck & Co., mentors CEOs and senior executives of major global organizations. She chairs the board of DACS and is a parish councillor.   Find Margaret on LinkedIn: https://www.linkedin.com/in/margaret-heffernan-ab5205/ Margaret's website:                   https://www.mheffernan.com/ Margaret on Substack:             https://heffernanm.substack.com/ Margaret's TED talks: https://www.ted.com/talks/margaret_heffernan_the_human_skills_we_need_in_an_unpredictable_world https://www.ted.com/talks/margaret_heffernan_the_dangers_of_willful_blindness

Is your contact center ready to become a profit center? Agility requires not just adopting new technologies like AI, but also fundamentally rethinking how we structure our teams, measure success, and interact with customers. It demands a willingness to experiment, learn, and adapt quickly in a constantly evolving landscape. Today, we're going to talk about how artificial intelligence is revolutionizing the contact center, transforming it from a cost center into a driver of customer loyalty and revenue growth. To help me discuss this topic, I'd like to welcome Chang Chang, Senior Director, Product, Cloud CX Solutions at Cisco's Webex Customer Experience Solutions. About Chang Chang Chang Chang, Senior Director, Product, Cloud CX Solutions, Cisco's Webex Customer Experience Solutions.  Chang is a senior director of product management in the Webex Customer Experience Solutions business at Cisco. With over 14 years of product leadership experience, Chang has held key roles at Intuit and Mighty Audio (an early-stage startup), as well as a management consultant at PwC. Chang holds an MBA from UCLA Anderson. Chang Chang on LinkedIn: https://www.linkedin.com/in/changjonathanj/ Resources Cisco's Webex Customer Experience Solutions: https://www.webex.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

"The technology is there, and everyone loves cool technology, but it doesn't need to be a party trick. It needs to be something that's driving a meaningful business outcome, so pick your challenging problems."  OpenText's Shannon Bell (EVP, Chief Digital Officer & Chief Information Officer) explains how she rolled out AI systematically at one of Canada's largest tech companies. As OpenText embraces human and digital resource management, has it found a return on its investment? Let's dig in. Recorded live on the BetaKit Keynote Stage at SAAS NORTH. The BetaKit Podcast is presented by Uber Canada.  Uber Canada is helping to reduce drunk driving and make it safer to get around according to 87% of Canadian riders. Alcohol remains a factor in a quarter of crash fatalities on public roadways in Canada - and Uber Canada is working with MADD Canada (Mothers Against Drunk Driving) to bring that number to zero. With over 100,000 designated drivers on the road, Uber plays a vital role in this fight.  See how the impact is real.  -- The BetaKit Podcast is also presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work.

On this episode of the Woodard Report podcast, Joe and Heather talk about major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically to a changing profession. Current events — Intuit Accounting Suite launch Intuit opening a total of 600 on premises locations throughout the U.S. TV/Movie quote of the week — How to Train Your Dragon IT chapter 2 Excellent things we learned — These 14 colleges offer bachelor's degrees in AI—including one Ivy League school Notion Member spotlight — Auburndale Bookkeeping The Woodard Report article of the week — Setting Up a Business for Spouses: Steps to Take Thank you to our show sponsor, Brex! Brex accounting partners close clients books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast

Queridos Curiosinautas, hoy tenemos un episodio ENORME

Today on our show:Walmart Plans a CEO TransitionCommerce Operations Foundation Critical to Our Common Agentic FutureIntuit's Announcement Makes it Clear: OpenAI Coming for Operating SystemsWalmart Earnings Call Important for Everyone to Understand- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Rithum.https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

"In the beginning, we were like, 'this must be a scam' because with the way things move in Waterloo and Toronto, it seemed way too fast." A chance pitch competition connection took Colare co-founder Nain Abdi from Waterloo to Silicon Valley. He explains what pulled his company south, why his peers are eager to make a similar leap, and what (if anything) could convince him to return to Canada. The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work. Related Links: Canadian tech looks to poach H-1B visa castaways as its own "ambitious founders" flee Socratica's IRL revolution is powered by the love of making Why Canada doesn't buy Canadian tech Canadian tech leaders tell the next generation to learn to say "no" at Homecoming

In this episode, Jamie and Jaeden discuss Intuit's significant $100 million deal with OpenAI, exploring the implications for financial software and AI integration. They delve into the impact of AI on tools like QuickBooks and TurboTax, the evolution of email marketing solutions like MailChimp, and the security concerns surrounding the use of AI in handling sensitive financial data. The conversation highlights the potential benefits and risks of AI in business, particularly in the context of taxation and financial management.Our Skool Community: https://www.skool.com/aihustleGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

We open by tracking our video money and mocking the chef who quit Elon's "epic" bacon diner, before diving into the IN THE NEWS segment where plummeting crypto and Nvidia stocks confirm everything is a sham; we cover Bezos's new $6.2 billion AI flop, a sleeping Tesla Robotaxi driver, and why OpenAI's new school tools are a Recipe for Idiocracy with students who can't read; in MEDIA CANDY, we tear apart Disney's lazy Moana remake; THE DARK SIDE WITH DAVE we discuss Zork going open source and why movies just don't feel real anymore before CLOSING SHOUT-OUTS where we are mourning Mani from the Stone Roses, and wishing Bjork a very metal 60th.We start with a FOLLOW UP on our channel's performance, wading through the garbage pile of Monetization questions and Stats, including the scourge of Shorts—because apparently, that's what we do now. Speaking of people running from trouble, former Treasury Secretary Larry Summers is ditching his OpenAI board seat after a fresh batch of cringey Jeffrey Epstein emails surfaced. Meanwhile, the financial world is having a meltdown: Nvidia's Stock is Falling Again after its earnings report, exposing the fact that almost Yet Another Study Shows That Most Companies Aren't Making Any Money Off AI, and Bitcoin is Getting Absolutely Crushed Right Now, which we happily remind you will Trigger the Next Financial Crisis. Don't worry, Jeff Bezos will head a new engineering-focused AI startup because the world clearly needs more tech billionaires throwing money at things they don't understand, while Apple is reportedly getting ready to replace Tim Cook.The tech-bro corruption parade continues as a former DOJ official points out that Trump's Crypto Pardon of the Binance co-founder is exactly what it looks like, and Elon's pet AI, Grok Insists That Elon Musk Is More Physically Fit Than LeBron James and better at everything else, proving the bot has been sampling its boss's Adderall. Even though ChatGPT Achieves a New Level of Intelligence by finally letting you disable its em-dash addiction, companies like Intuit are integrating its tax and accounting products with ChatGPT—because who doesn't want an AI-powered tax audit? This all dovetails nicely with the news that OpenAI is launching ChatGPT for Teachers' right as students' math skills hit a low, leading to a literal Recipe for Idiocracy where elite college students Can't Read Books. The whole thing is broken, including Tesla's so-called Robotaxi, where a Passenger Alarmed When Tesla Robotaxi “Safety” Driver Falls Completely Asleep at the Wheel. On a lighter note, we check out the new trailers for The Witcher S4, Frankenstein, and Project Hail Mary in MEDIA CANDY, and tear apart the absolutely unnecessary live-action Moana teaser, before mentioning the biggest drama launch on Apple TV, Pluribus.Next up is THE DARK SIDE WITH DAVE, where our tireless security guru Dave Bittner throws in some random facts, like Microsoft making Zork I, II, and III open source and videos on why the iOS Keyboard is Broken and Why Movies Just Don't Feel "Real” Anymore, and we discuss Thanksgiving plans. Finally, in CLOSING SHOUT-OUTS, we end with a shout-out to our generous PATREON supporters and PAYPAL/STRIPE donors, mourn the passing of Stone Roses and Primal Scream bassist Mani, and wish the incomparable Bjork a milestone 60th birthday.Watch on YouTube: https://youtu.be/tWM83ra7Qp8Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/723FOLLOW UPTesla Diner Chef and Co-Operator Quits to Open a Jewish DeliLarry Summers leaves OpenAI board, Harvard instructor role as scrutiny over Epstein emails intensifiesIN THE NEWSOops! Nvidia's Stock Is Falling Again After Its “Blowout” Earnings ReportBitcoin Is Getting Absolutely Crushed Right NowHow Crypto Could Trigger the Next Financial CrisisJeff Bezos will head a new engineering-focused AI startup called Project PrometheusYet Another Study Shows That Most Companies Aren't Making Any Money Off AIPassenger Alarmed When Tesla Robotaxi “Safety” Driver Falls Completely Asleep at the WheelMeta wins antitrust trial as judge denies that it's a monopolyApple is reportedly getting ready to replace Tim Cook as early as next yearFormer DOJ Official: Trump's Crypto Pardon Is Unprecedented CorruptionChatGPT Achieves a New Level of Intelligence: Not Using the Em DashGrok Insists That Elon Musk Is More Physically Fit Than LeBron James11 Things Grok Says Elon Musk Does Better Than AnyoneIntuit is integrating its tax and accounting products with ChatGPTOpenAI Introduces ‘ChatGPT for Teachers' to Further Destroy the Minds of Our Youth‘A Recipe for Idiocracy'The Elite College Students Who Can't Read BooksPornhub Begs Tech Giants to Verify User Ages on Their Device: ReportLondon thieves gave stolen phones back when they weren't iPhonesMEDIA CANDYThe Witcher S4FrankensteinPluribus is Apple TV's biggest drama series launch everSquid Game: The Challenge Season 2Mr. ScorseseThe American RevolutionMoana | Official TeaserProject Hail Mary | Official Trailer 2Goo Goo Dolls: NPR Tiny Desk ConcertTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingRIHC: Disney's Legacy, with Bob IgerMicrosoft makes Zork I, II, and III open source under MIT LicenseIt's Not Just You - The iOS Keyboard is BrokenWhy Movies Just Don't Feel "Real" AnymoreThe greatest space battle in Cinema history, and my personal favorite VFX shot. @ 7:07CLOSING SHOUT-OUTSStone Roses and Primal Scream bassist Mani dies at 63See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den Gemini3-Effekt, den großen Umzug von Walmart und Europas besten Aktienmarkt. Außerdem geht es um AMD, Nvidia, Intel, Micron, Nokia, Siemens Energy, Gap, Intuit, PKO Bank, Orlen, Pekao, mBank, ING Bank Slaski, CD Project, Expat Poland WIG20 (WKN: A2JAHA), Amundi MSCI Eastern Europe Ex Russia (WKN: LYX043), PZU, Santander Bank Polska. Gratis-Zugang und Anmeldung zur Masterclass mit dem Eckert https://form.jotform.com/Product_Unit/masterclass-boersenweisheiten Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Google has launched its latest AI model, Gemini 3, which is designed to enhance multimodal processing capabilities by simultaneously handling text, images, and audio. This model, particularly the Gemini 3 Pro version, aims to improve the accuracy and reasoning capabilities of AI systems, positioning Google to compete more effectively with OpenAI in the consumer AI market. The introduction of Gemini 3 Pro is part of a broader trend where companies are increasingly integrating AI into their existing workflows, as seen with Intuit's incorporation of ChatGPT into its financial services, which seeks to streamline tax and accounting processes for users.OpenAI has also made strides with the release of Codex MAX, an upgraded version of its programming-focused AI model that reportedly executes coding tasks 27-42% faster than its predecessor while using 30% fewer tokens. This enhancement is expected to improve coding efficiency and cybersecurity by enabling long-horizon reasoning, which is essential for identifying vulnerabilities in code. Additionally, PIA has launched an Automation Hub, a marketplace for managed service providers (MSPs) to access pre-built automations, signaling a shift towards purchasing rather than developing custom solutions.The episode also discusses the evolving regulatory landscape in Europe, where proposed changes to the General Data Protection Regulation (GDPR) and AI laws aim to simplify compliance requirements. These changes could create ambiguity regarding the use of personal data for AI training, raising concerns about potential liabilities for businesses. The simplification of cookie consent policies is another significant development, which may shift responsibility to businesses for compliance with user preferences.For MSPs and IT service leaders, these developments underscore the importance of staying informed about AI advancements and regulatory changes. As AI becomes more integrated into business operations, the ability to evaluate and govern these technologies will be crucial. MSPs must navigate the complexities of compliance and operational efficiency while ensuring that clients are prepared for the implications of AI adoption, particularly in light of the ongoing challenges related to AI's performance in tasks such as mathematical calculations. Four things to know today 00:00 New AI Models, Embedded Integrations, and Automation Marketplaces Signal the Next Shift in How MSPs Evaluate and Govern AI Tools05:42 Europe Softens Privacy and AI Regulations as Cookie Rules Shift and High-Risk AI Deadlines Are Delayed08:51 AI Adoption Rises but Value Lags: Workforce Gaps, Model Failures, and Overhyped Expectations Confront IT Teams14:05 Huntress Expands Into Identity Security as N-able Adds CMMC Controls, Signaling New Expectations for MSP Discipline This is the Business of Tech.     Supported by:  https://try.auvik.com/dave-switchhttps://scalepad.com/dave/

We bring you all the action from a wild day in the markets. After Nvidia's strong earnings, shares were up 5% in early trading. But by midday, Nvidia was in the red, dragging the rest of the market with it. Paul Hickey of Bespoke and Schwab Asset Management's Omar Aguilar break down the market action. Earnings from Gap, Ross Stores, and Intuit set the tone for retail and software. New T-Mobile CEO Srini Gopalan on the sector's growing competition. Tony Wang of T. Rowe Price joins to look at tech's midday selloff and Nvidia. The nuclear-AI trade unwind with Fermi CEO Toby Neugebauer.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It has returned … and so have we! More than just a legal event, the General Counsel Conference East empowers today's legal leaders for growth, innovation, and excellence. Designed specifically for general counsel, legal executives, and industry professionals, the GCC East is the premier gathering that offers unique opportunities for learning, networking, and professional development.  With a description like that, combined with the fact that we've been there since year one of our launch, how could Legal Speak not be there doing live episodes.  This year, the conference moved to the beautiful Midtown Hilton in New York, a place we're quite familiar with, as it's been home to Legal Week for decades. In this episode, host Patrick Smith sat down with Stephanie Cherny, Director and Deputy General Counsel of M&A and Corporate Governance, Legal Solutions and Strategy at Intuit.   Host: Patrick Smith Guest: Stephanie Cherny Producer: Charles Garnar

We get into interesting topics like:Why communicating with human beings isn't logical—it's biologicalWhat Navy SEALs, elite surgeons, and business leaders all get wrong about stress and recoveryThe surprising ways trauma shows up in leadership, relationships, and performanceAnd the decisive importance of celebration in reprogramming the nervous systemWhether you're a high-performing executive or just someone looking to be free of your invisible walls, Tara's insight is not to be missed.

"If you don't drive, you will be driven," says Natasha Madan, the head of marketing at Intuit Credit Karma. "You have to play offense, you cannot be playing defense." That leadership philosophy has helped Natasha navigate from marketing candy brands at Nestlé to building Prime's brand strategy at Amazon, and now helping millions of people make financial progress. She believes marketers struggle to connect brand marketing with growth marketing, creating a gap that limits their impact. Today on Building Better CMOs, she and Marketing + Media Alliance CEO Greg Stuart discuss why marketing needs to bridge brand and performance, how understanding consumer psychology drives breakthrough creative, and why leadership means making tough decisions people may not initially like. They also explore the deep relationship people have with money, the power of AI-driven personalization, and why clarity is kindness in both parenting and managing teams. Full transcript This episode was produced and edited by Eric Johnson from LightningPod Follow Building Better CMOs in your podcast app⁠⁠⁠ Rate and review the podcast Natasha's LinkedIn Greg's LinkedIn

In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit's new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They're starting with AI — and they trust the answer.We cover:Why the compliance-first model is getting compressedHow AI has become the new referral sourceWhy advisory is not just for high-net-worth clientsThe human moat: what AI can't replaceThe Four Pillars of Trust in the AI eraHow narrative, positioning, and visibility determine who AI recommendsThis is not the end of the profession — it's the end of the old profession. Advisory-first firms will become the obvious choice. Here's how to thrive.

Plus: OpenAI and Intuit strike a multiyear partnership. And Lambda raises over $1.5 billion in its latest funding round. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textIn this episode of Navigating the Customer Experience, we sit down with Ty Givens, the dynamic Founder and CEO of CX Collective, a consultancy known for building customer experience programs that scale while still feeling human. With a career that began at just 18 years old, Ty walks us through her remarkable journey from her first customer service desk at Office Depot to leading global teams and eventually launching her own company nine years ago.Ty shares how an early promotion into workforce management shaped her analytical mindset and laid the foundation for her future leadership roles. After years of being called in to “fix” support operations, she recognized that real transformation requires more than one person—it requires systems, collaboration, and a dedicated team. That realization became the catalyst for starting CX Collective.One of her greatest rewards today is witnessing the tangible results of her team's work—whether it's improving a help center's searchability or strengthening an AI knowledge base. Ty describes herself as results-driven and energized by project-based outcomes that create long-term value for clients.Ty also opens up about the emotional challenges of leading support teams. Early leadership training at Intuit, combined with her MBA in Organizational Leadership, helped her develop a grounded approach centered on emotional intelligence, inquiry, and humility. Recognizing her strengths as an operator rather than a novice-leader coach, she began developing CX playbooks—practical guides that help leaders navigate common challenges, from time management to launching AI programs. These playbooks have become both her most essential tool and a source of self-reflection.Ty talks about the importance of community, staying curious about industry trends, and the advantage of having worked inside many different organizations. She also shares the fiction authors who shaped her love for storytelling—Eric Jerome Dickey and Carl Weber—and why their writing continues to resonate.We also explore what Ty is most excited about these days: celebrating her niece's freshman year at Tuskegee University and being stretched professionally as she leans into marketing her playbooks to a broader audience—an entirely new frontier after years of organic, word-of-mouth growth.Ty closes the conversation with two powerful affirmations from her grandparents that guide her through adversity: “You can do anything you put your mind to,” and “Lace up your bootstraps.” These messages remind her to stay grounded, confident, and ready to face whatever comes.Connect with us on X @navigatingcx and join our private Facebook community, Navigating the Customer Experience.

Is private equity eroding the soul of the accounting profession? Blake and David unpack NASBA's PE task force, the BDO–First Brands meltdown, and why ‘appearance of independence' matters. They also break down the end of IRS Direct File, Intuit's TurboTax stores, the Supreme Court's skepticism of Trump tariffs, and a new IRS notices law. Plus: AI agents that fall for scams. Learn what these shifts mean for firms, auditors, and your clients this tax season.SponsorsRelay - http://accountingpodcast.promo/relay Cloud Accountant Staffing - http://accountingpodcast.promo/casBILL - http://accountingpodcast.promo/billChapters(00:00) - Welcome to The Accounting Podcast (01:16) - Viral Tweet and Personal Anecdotes (01:53) - Interview with Furloughed IRS Lawyer (05:45) - Government Shutdown Economic Impact (10:11) - Intuit's New Retail Stores and IRS Direct File Shutdown (14:30) - IRS Leadership and Controversies (17:28) - Trump's Pardons and IRS Math and Taxpayer Help Act (24:53) - Supreme Court Hearing on Tariffs (31:17) - Major Authority and the Power of the Purse (32:03) - AI Agents Falling for Scams (35:32) - NASBA's Private Equity Task Force White Paper (37:02) - Concerns Over Auditor Independence (49:10) - BDO and First Brands Scandal (01:02:35) - Wrap up and Final Thoughts  Show NotesLongest Shutdown in History Costs U.S. Economy About $15 Billion Each Week https://www.cpapracticeadvisor.com/2025/11/05/longest-shutdown-in-history-costs-u-s-economy-about-15-billion-each-week/172368/IRS tells states Direct File 'will not be available' in 2026 https://federalnewsnetwork.com/it-modernization/2025/11/irs-direct-file-will-not-be-available-in-2026-agency-tells-states/Intuit to open 20 brick-and-mortar TurboTax stores+officeshttps://www.accountingtoday.com/news/intuit-to-open-20-brick-and-mortar-turbotax-stores-officesSocial Security, IRS Leader Bisignano Panned After Fiserv Stock Tanks https://401kspecialistmag.com/social-security-irs-leader-bisignano-panned-after-fiserv-stock-tanks/Trump Tariffs Face Supreme Court Challenge From Chicago Toymaker https://www.bloomberg.com/news/features/2025-11-02/trump-tariffs-face-supreme-court-challenge-from-chicago-toymakerSupreme Court justices appear skeptical that Trump tariffs are legal https://www.cnbc.com/2025/11/05/supreme-court-trump-trade-tarrifs-vos.htmlAICPA Applauds the Passage of the IRS Math and Taxpayer Help Act https://www.aicpa-cima.com/news/article/aicpa-applauds-the-passage-of-the-irs-math-and-taxpayer-help-actFirst Brands founder accused of looting company https://fortune.com/2025/11/05/first-brands-bankruptcy-founder-allegations-patrick-james/Are Alternative Practice Structures in Private Equity Considerations and Questions for Boards of Accountancy (NASBA White Paper) https://nasba.orgMicrosoft Gave AI Agents Fake Money to Buy Things Online. They Spent It All on Scams https://decrypt.co/347709/microsoft-ai-agents-fake-money-buy-online-they-spent-scamsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBILL - http://accountingpodcast.promo/billChapters(00:00) - Introduction and Guest Welcome (00:56) - Intuit Connect Conference Overview (01:32) - Changes in QuickBooks and Intuit's Strategy (02:03) - AI Integration in QuickBooks (05:26) - The New Customer Hub and MailChimp Integration (06:54) - Concerns About AI and QuickBooks Ecosystem (12:10) - ProAdvisors' Role in the AI Era (19:44) - Addressing Reporting and Automation Issues (27:43) - The Future of QuickBooks Online Accountant (28:21) - New Features and Paid Tiers (29:24) - Intuit Accountant Suite Overview (30:40) - Core and Accelerate Versions (30:54) - Client Management and Dashboards (33:22) - Practice Management Tools (34:01) - Intuit's Market Strategy (38:04) - ProAdvisor and QuickBooks Live (40:31) - Quicken's Comeback (43:34) - AI and Automation in Accounting (53:52) - Intuit's Future Plans and Innovations (56:44) - Conclusion and CPE Information  Show NotesComing soon!Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!https://uqb.show/subscribeConnect with Alicia Katz Pollock!https://www.linkedin.com/in/aliciakatzpollock/https://royalwise.com/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page