Podcasts about Intuit

Alicia sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Podcast Welcome Guest Intro (00:45) - Off Brand QBO Shirt Story (01:36) - How We Met At Connect (04:24) - TWN Origins And Auditions (07:05) - TWN Disbanding Impact (09:03) - Layoffs And Career Shifts (12:43) - Product Design Mistakes (15:25) - AI Bottlenecks And Decisions (17:39) - Community Collaboration Shift (22:13) - Canada Vs US Accounting (24:29) - Canadian Community Leaders (25:21) - Inclusive Culture And Travel Plans (26:16) - Training Tour Across Canada (27:03) - Advice For Industry Change (28:48) - Getting On The AI Train (31:16) - Tech That Fades Into Background (32:21) - AI Apps And Workflow Value (35:25) - Making Tax Digital Future (40:05) - Life Updates And Where To Connect (43:36) - QuickBooks Hands On Training Pitch (45:24) - Final Thanks And Wrap Up LINKSReach out to Alison at https://www.linkedin.com/in/alisonball/Listen to our episode about Intuit layoffs: uqb.show/146July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Get ready for the beat to drop, when Sam Gordashko joins us to talk about her love of DJing. She traces her journey from recording mixtapes off the radio as a kid to spinning sets at Burning Man. She shares how she learned to embrace imperfection as a recovering perfectionist, breaks down her systematic approach to navigating 50,000 tracks, and explains how DJing puts her into a flow state of constant, calculated risk-taking. Sam also offers practical advice for anyone curious about trying DJing themselves.Guest BioSam Gordashko (she/her) is a freelance design systems pro with a design tokens obsession based out of Toronto, and she's on a mission to make complex tech feel human. Over the years, Sam has worked with big names like Getty Images, Shutterstock and Intuit, plus plenty of scrappy startups figuring it all out, with most of her career spent as a "Design Team of One" at various tech innovation startups. You might know her as Samantha Gordashko or Sam I am Designs, the public speaker, host of design systems events, and educational content creator focused on design tokens, design-to-development processes, and systems thinking. She's got a knack for turning intimidating technology into approachable, actionable workflows and has built a reputation in the design systems community for making people laugh while sharing her future-friendly design pro tips, real-world workflows, epic fails, and radical honesty about what not to do.LinksSam's website: https://samiam.design/Sam's set, Promise Cherry Beach, June 12, 2022: https://soundcloud.com/ilovepromise/aubade-promise-cherry-beach-june-12-2022Sam's set, Solar Seance, Club Rapture: https://soundcloud.com/aubade_samiam/ssraptureCreditsCover design by Raquel Breternitz.

On this episode of the Woodard Report podcast, Joe speaks with Jan Haugo about how accounting firms can move beyond experimenting with AI and begin using it to transform workflows, increase profitability, and create more capacity for strategic advisory services. Jan shares practical approaches for overcoming security concerns and uncertainty, including her "pain, problem, prompt" method, while emphasizing the importance of firmwide training, strong governance, and leadership-driven adoption. They also explore how AI can help accountants become more thoughtful, empathetic advisors by freeing them to focus on the goals and challenges that matter most to their clients. About Jan Haugo Jan Haugo Vuicich is the founder of SmartAccountant.AI, an AI training and implementation company built for accounting professionals, by someone who spent years doing the actual work. She was named to MSN's Top 10 AI Leaders to Follow in 2026 and co-authored Intuit's AI Certification curriculum. Before any of that, she was running a small accounting practice, finishing her degree over a decade as a single mom, and logging 70+ hour weeks. That history is what makes her training different. She is not teaching from the outside. She built her frameworks from inside the same workflows her clients are trying to fix. Through SmartAccountant.AI, Jan runs the SMART Method Bootcamp, a foundational AI training program that has seen 100% adoption among participants, along with done-with-you training and direct AI implementation for firms ready to make real operational changes. She works with solo practitioners through mid-size accounting firms across the country, and the work is the same regardless of firm size: help owners and their teams reclaim their time, price their services at the level the work actually deserves, and build practices that hold up outside of tax season too. Learn more about SmartAccountant.AI Connect with Jan on LinkedIn Thank you to our show sponsor, Rightworks! For more information about RightWorks, please visit Rightworks.com.  Learn more about the show and our sponsors at Woodard.com/podcast

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/  

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. I'll be covering the topic on: Private Equity vs Venture Capital, Term Sheets, & Life Regrets and more. Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks: 0:25 Welcome to the 369th Weekly Live Webcast of July 2, 2026! 0:57 Should prospective investors sign NDAs for my startup? How to review a term sheet? 4:03 Is SpaceX still overvalued? Will Elon be able to put people on Mars? 5:21 How to train your biceps and triceps? Will kids have more or less toys in the future? 8:22 What would make you leave America? How to fix the United Kingdom? What business would you start if you had to start over? 12:54 How to invest in private equity? Is Oracle too big to fail? Thoughts on MicroStrategy? What is the future of Intuit and SAP? 18:50 Biggest regret in your life? How do you stay humble? Do you have a funnel strategy for marketing? What is some of the best love and money advice? 25:46 How long will Mamdani last? Have you ever hated someone? Should I get into private equity or venture capital after having startup experience? Do you like the idea of tokenization for real estate? Do you worry about the US debt level? 33:12 Where can I find your finance courses? Will Samsung ever not be the largest company in Korea? Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

This isn't your typical webinar, it's an open floor.Each session is driven by what's happening right now in the Facebook group, plus any QuickBooks or Intuit updates worth your attention.We'll keep it loose, practical, and interactive:Answering real questions from real usersBreaking down QB changes (only if they matter)Giving you clarity you can actually useShow up with questions. Leave with answers.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPHGet QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswersWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/ 

Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program's transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn't make it into last week's episode.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot(00:00) - Welcome Back Catch Up (01:15) - ProPartner Paradox Setup (05:24) - Why The Name Change (08:43) - Pricing Shock Story (15:26) - Partner Means Affiliate (22:10) - Badges Vs Benefits (25:45) - Directory Leads Changes (27:32) - Spam Kills Lead Form (29:15) - Directory Future Changes (31:06) - Tier Requirements Debate (33:50) - Better Client Matching (34:57) - Fall Points Preview (35:45) - Certification Season Timing (38:17) - New Tier Benefits (41:50) - Expanded Support Hours (44:36) - Closing Thanks Intuit (46:25) - CAS Academy Update (50:18) - Alicia Fall Training Plans (51:31) - Final Wrap Up LINKSNew QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907CAS Academy https://goakadian.com/cas-academyWe 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

AI is rapidly changing how organizations serve customers, but the most important business decisions still require human judgment. In this episode, Dean Newlund and Ty Givens explore the evolving relationship between automation, customer experience, and leadership.   In this episode, Dean Newlund and Ty Givens discuss: The evolving relationship between technology and customer experience How organizations are adapting to rapid changes in AI Challenges and opportunities emerging in today's workforce The realities behind automation, efficiency, and business performance Skills and mindsets that remain valuable in a changing environment   Key Takeaways: AI works best when it handles routine questions quickly while still providing clear paths to human support when customers need it. Customer experience remains a competitive advantage, and companies that ignore the human side of service risk damaging loyalty and trust. The role of customer service professionals is evolving from handling transactions to managing, training, and improving AI-driven systems. Many organizations may be moving too quickly with AI implementation, often attempting to automate complex processes before the technology is ready. As automation expands, critical thinking, judgment, empathy, and complex problem-solving become even more valuable human skills.   "Happy employees create happy customers, and the opposite of that is also true.” — Ty Givens   About Ty Givens: Ty Givens is the Founder and CEO of CX Collective and CX Collective Advantage, bringing over 25 years of hands-on experience helping companies transform chaotic customer support teams into strategic growth engines. She has optimized operations and driven customer retention for major brands like Thrive Market, ShoeDazzle, See's Candies, and Intuit. People often call her the most relatable voice in CX because she's lived the work and knows what it feels like to inherit big expectations with limited support. Known for blending operational rigor with a human touch, Ty equips leaders with practical playbooks, automation strategies, and process improvements to scale customer experience effectively.   Connect with Ty Givens:   Website: https://www.cxcollective.com LinkedIn: https://www.linkedin.com/in/tybryantgivens/ Instagram: https://www.instagram.com/itstygivens/       See Dean's TedTalk “Why Business Needs Intuition” here: https://www.youtube.com/watch?v=EEq9IYvgV7I Connect with Dean:YouTube: https://www.youtube.com/channel/UCgqRK8GC8jBIFYPmECUCMkwWebsite: https://www.mfileadership.com/The Mission Statement E-Newsletter: https://www.mfileadership.com/blog/LinkedIn: https://www.linkedin.com/in/deannewlund/X (Twitter): https://twitter.com/deannewlundFacebook: https://www.facebook.com/MissionFacilitators/Email: dean.newlund@mfileadership.comPhone: 1-800-926-7370 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Are fake AI receipts becoming the next big headache for finance teams? Blake Oliver and David Leary unpack the surge in AI-generated expense fraud, why tax pros are rapidly adopting AI research tools, and how firms are using AI to automate month-end close and revenue recognition. They also cover NASBA's response to criticism, Intuit's renewed focus on accountants, and the implications of private equity and a shifting work culture for the future of accounting firms.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayChapters(00:00) - AI Tax Research Surge (00:23) - Show Intro and Lead Story (02:11) - AI Receipt Fraud Explodes (04:42) - Fraud Types and Detection (06:32) - Vibe Coding Goes Mainstream (10:19) - Claude for Rev Rec Workpapers (11:48) - NASBA Letter Follow Up (17:38) - Earmark CPE and New Audit Show (20:08) - Intuit Courts Accountants (23:04) - AI in Tax and IRS Guidance (28:45) - Hourly Billing Debate (29:10) - Disclosing AI Use (29:36) - NASBA Free Speech Question (31:34) - Customer Focus vs Regulation (35:52) - AI Close Tools Meridian (37:38) - DIY Agents for Accounting (39:20) - Claude Builds Rev Rec (44:46) - Eide Bailly Takes PE (48:06) - Big Firms Losing Control (53:01) - PE Meets Culture Shift (53:55) - Wrap Up CPE and Pricing  Show NotesUse of AI receipts in expense fraud soarshttps://www.accountingtoday.com/news/use-of-ai-receipts-in-expense-fraud-soarsThe future of the ecosystem: Is everyone a developer now?https://devblog.xero.com/the-future-of-the-ecosystem-is-everyone-a-developer-now-f3899ddf0b24Blue J and CPA.com Survey Finds AI Adoption Among Tax Firms Has Nearly Doubled in One Yearhttps://www.cpa.com/news/blue-j-and-cpacom-survey-finds-ai-adoption-among-tax-firms-has-nearly-doubled-one-yearIRS rolls out introductory AI guidelines for tax practitionershttps://www.accountingtoday.com/news/irs-rolls-out-introductory-ai-guidelines-for-tax-practitionersIRS electronic tax advisory committee recommends AI and preparer safeguardshttps://www.accountingtoday.com/news/irs-electronic-tax-advisory-committee-recommends-ai-and-preparer-safeguardsThe end of hourly billing Ignition's 2025 benchmark signals pricing shift for firmshttps://www.ignitionapp.com/news/the-end-of-hourly-billing-ignitions-2025-benchmark-signals-pricing-shift-for-firmsIntuit CEO to accountants You are the customer not a channelhttps://www.accountingtoday.com/news/intuit-ceo-to-accountants-you-are-the-customer-not-a-channelPilot Launches Meridian The AI Platform That Fully Closes the Books for Accounting Firmshttps://www.globenewswire.com/news-release/2026/06/16/3312500/0/en/pilot-launches-meridian-the-ai-platform-that-fully-closes-the-books-for-accounting-firms.htmlKinter.ai Launches Agentic AI Accountants to Automate The Financial Closehttps://www.prnewswire.com/news-releases/kinterai-launches-agentic-ai-accountants-to-automate-the-financial-close-302807330.htmlEide Bailly Advances Growth Strategy and Client Service Commitment Through Investment from Reverence Capital Partnershttps://www.eidebailly.com/insights/firm-news/2026/reverence-capital-partners-investmentWith 1.8 Billion Dollar Deal Eide Bailly Set for Explosive Growthhttps://cpatrendlines.com/2026/06/25/with-1-8-billion-deal-eide-bailly-set-for-explosive-growth/Losing Control The Erosion of Disciplinary and Pastoral Power in Accounting Firmshttps://onlinelibrary.wiley.com/doi/10.1111/1911-3846.70028Need 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:

In this talk, Aleksandr Kim, Senior Data Scientist at Intuit, shares his expertise in building AI-powered features in production from fine-tuning BERT models in cyber security to engineering scalable data verification platforms. We explore the reality of moving beyond messy research code to build observable, cost-effective AI agents and automated pipelines.You'll learn about:- Translating traditional machine learning metrics into actionable business outcomes- Validating large language model behavior through robust evaluation and alignment techniques- Pivoting from a generic chatbot project to high-value Slack automation workflows- Structuring outputs and guided reasoning layers to eliminate trivial AI summaries- Defining the overlapping skills between AI engineers, data scientists, and full-stack software engineers- Implementing multi-LLM routing logic and token caching to minimize enterprise API expenses- Identifying critical data infrastructure bottlenecks to determine when to pivot or drop an AI pilotTIMECODES:00:00 AI Engineering Production and Scalability06:12 Intuit Ecosystem and QuickBooks Products12:17 Aligning ML Metrics with Business Outcomes18:52 AI Engineers Conducting Customer Interviews25:13 Structured Output and Guided Reasoning31:13 Defining AI Engineering vs Software Engineering37:20 Cost Optimization and Multi LLM Routing43:26 UI Trends and Token Management in Industry49:33 Future Career Trends in AI Engineering55:46 Data Infrastructure Bottlenecks and ML FailuresThis session is designed for mid-to-senior level Data Scientists, Machine Learning Engineers, and Software Engineers who want to develop a highly practical, production-first approach to generative AI. It is especially useful for technology leads focused on reducing token overhead and building self-correcting agentic systems.Connect with Aleksandr- Website - https://alexkimds.github.io/- Linkedin - https://www.linkedin.com/in/aleksandrkim/

All Home Care Matters and our host, Lance A. Slatton were honored to welcome Peter Ross as guest to the show.   About Peter Ross, Co-Founder & CEO of Senior Helpers®:   Peter Ross is the CEO and Co-Founder of Senior Helpers®, a leading national provider of in-home senior care, a role he has held since 2006. He is also the CEO and Founder of Town Square Franchising, launched in 2018, which focuses on innovative adult day services and supportive care experiences for older adults and families.   Peter has been a longtime leader in the home care and healthcare industries, having served on the Board of Directors for the Home Care Association of America from 2008 through 2021, including as Board President from 2013 to 2020. He is a current CEO Member of the Healthcare Leadership Council in Washington, D.C., and previously served as CEO and Co-Founder of Doctors Express Urgent Care. His broader leadership background includes executive roles with ADP, Ernst & Young, and Intuit, as well as board service with the New England Conservatory of Music and From the Top.   About Senior Helpers®:   Senior Helpers® is the nation's premier provider of in-home, non-medical senior care services, offering specialized support for individuals living with Alzheimer's disease, dementia, Parkinson's disease, and other conditions, as well as personal care and companion care for those who need assistance with daily activities. Their services are flexible and completely customizable, allowing each personalized care plan to combine different aspects of their care offerings based on the individual needs of each client.   When a family first contacts a Senior Helpers office, the process begins with a complimentary initial assessment in the client's home to better understand their needs and develop an individualized care plan. When needed, a qualified staff member, social worker, or registered nurse may conduct a more detailed assessment, depending on state regulations, to further guide the care plan. This assessment is then used in the caregiver matching process to help select the most appropriate caregiver for each client.   Senior Helpers® also elevates its care through three key programs: the proprietary LIFE Profile assessment tool, the Senior Gems® program, and the Senior Helpers Center of Excellence training spaces. LIFE Profile is a research-based technology tool that uses data to help identify a client's risk of hospitalization. Senior Gems® provides effective strategies for supporting and caring for loved ones from normal aging through late-stage dementia, focusing on what is precious and unique about each senior at every stage.   The Senior Helpers® Center of Excellence is a training space designed to simulate a client's home, allowing caregivers to learn in a real-world environment and demonstrate their ability to provide the highest quality care in the home setting.

In today's revisit to episode 342 of Daily Influence, Gregg-Brooke Koleno talked with Regina Verdico, a certified yoga instructor, meditation teacher, and Intuit mentor, about the powerful intersection of wellness, conscious leadership, and business. Regina shares her inspiring journey from 20 years in marketing and corporate America to building a fulfilling life centered around mindfulness, creativity, and community connection. Tune in as Regina discusses the importance of conscious leadership, non-judgment, and the practice of active listening in creating meaningful relationships. She offers valuable insights on self-care, staying grounded during challenging times, and fostering authentic connections. Discover how she empowers individuals and organizations to thrive through a blend of spirituality, leadership, and practical business strategies. Whether you're looking to make an impact in your personal or professional life, this episode will leave you motivated to embrace kindness, openness, and intentional action. Don't miss Regina's actionable advice on building connections, practicing mindfulness, and finding peace in the journey of life and leadership. Contact Regina: https://www.linkedin.com/in/regina-verdico-05155b15/

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den Circle-Schock, die Abivax-Erleichterung und Ernüchterndes von Nike. Außerdem geht es um Siemens Energy, Citigroup, Siemens, Bank of America, Abivax, SMA Solar, Jefferies, Circle, Visa, BlackRock, Alphabet, Coinbase, Cognizant, Intuit, Charter Communications, Boston Scientific, Oracle, Trimble, Leidos, UBS, OHB, iShares MSCI World Momentum Factor Advanced ETF (WKN: A3CUJS), iShares Edge MSCI World Quality Factor ETF (WKN: A12ATE), Vanguard FTSE All-World High Dividend Yield ETF (WKN: A1T8FV), iShares Edge MSCI World Minimum Volatility ETF (WKN: A1J781). Und hier der Podcast-Link zur Cash-Burners Lilium-Story: https://open.spotify.com/episode/0aFq46uMdsSDB7gRA1IXri?si=E66fBk32QEKoKAmgQRSp4g&nd=1&dlsi=e4be74d32e4148ff 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Ahikam Kaufman spent most of his career in the Bay Area. After becoming a CPA, he started his career as CFO at a startup company. Over time, he has been giving multiple opportunities to not only serve finance, but serve business roles as well - which prepared him for his own entrepreneurial path. IE starting 3 companies and exiting one to Intuit. Outside of tech, he enjoys traveling the world, spending time with his family, and hiking. But, he notes that the demands of being a business owner limits the amount of time he spends in these things.Ahikam started to think about how automation can positively impact financial operations, specifically around managing data in the office of the CFO. After the first AI models were released, he got excited, realizing that these models would continue to get better and better, alongside operating with agency.This is the creation story of Safebooks.SponsorsUnblockedTECH DomainsMezmoBraingrid.aiLinkshttps://safebooks.ai/https://www.linkedin.com/in/ahikam-kaufman-688310/Our Sponsors:* Check out Cash App and use my code CASHAPP10 for a great deal: https://cash.app* Check out Plaud AI and use my code CODESTORY for a great deal: https://plaud.aiAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Can AI really clean up messy bookkeeping—and what happens when firms trust it too much? Blake and David break down KPMG's error-filled AI report, the Pentagon's new “Agentic Auditor,” and State Farm's move to tie agent pay to AI. Blake also shares how he used Claude to complete two years of write-up work in hours, with practical lessons on where AI helps, where it fails, and why human review still matters.SponsorsCanopy - http://accountingpodcast.promo/canopyThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayChapters(00:00) - TAP 493 (02:20) - KPMG AI Report Scandal (04:01) - GPTZero Findings Breakdown (05:16) - Hallucinated Case Studies (07:18) - Pentagon Turns to AI Audits (08:33) - Microsoft Copilot Cowork Launch (10:09) - Claude Cowork Write Up Win (15:22) - Recon Fixes and Loan Discovery (20:48) - Future of Agentic Accounting (24:06) - Livestream Q and A TaxGPT (27:01) - AI Review and Human Loop (28:38) - QuickBooks AI Gripe Vibe Coding (31:15) - OnPay Payroll Pitch (32:10) - CPA Fees Rising (33:58) - State Farm AI Agents (37:09) - SpaceX IPO Accounting (39:31) - Musk Disclosure Shift (41:02) - Quarterly Reporting Debate (46:31) - Celebrity Accountant Fraud (50:52) - KPMG Summer Perk Cut (52:24) - Intuit Humanizing AI (55:22) - IRS Data Shared With ICE (57:56) - CPE And Farewell  Show NotesChasing the Hallucinations: KPMG's AI-Powered Attempt at "Redefining Excellence"https://gptzero.me/news/investigations-kpmg/KPMG's AI report becomes an accidental demo of AI hallucinationshttps://www.theregister.com/ai-and-ml/2026/06/12/kpmgs-ai-report-turns-into-a-demo-of-ai-hallucinations/5255029Pentagon turns to AI in push for clean financial audit by 2028https://www.stripes.com/theaters/us/2026-06-11/pentagon-audit-ai-contract-21941885.htmlCopilot Cowork is now generally availablehttps://www.microsoft.com/en-us/microsoft-365/blog/2026/06/16/copilot-cowork-is-now-generally-available/Tax Prep Billing Rates Lift Busy Season 2026https://cpatrendlines.com/2026/04/14/tax-prep-emerges-from-busy-season-2026-as-the-new-engine-for-billing-rates/State Farm overhauls agent contracts, mandates AI usehttps://finance.yahoo.com/technology/ai/articles/state-farm-overhauls-agent-contracts-115756712.htmlSpaceX CFO Bret Johnsen quietly engineered its historic IPO and became an overnight billionairehttps://fortune.com/2026/06/13/spacex-cfo-bret-johnsen-overnight-billionaire-ipo/SpaceX CFO Bret Johnsen joins billionaire ranks after $75B IPO: Trial Balancehttps://www.cfo.com/news/spacex-cfo-bret-johnsen-joins-billionaire-ranks-after-ipo-trial-balance/822848/Investors oppose semiannual reporting, says pollhttps://www.accountingtoday.com/news/investors-oppose-semiannual-reporting-says-pollCFA Institute Investor Perspectives: Quarterly Reporting 2026https://rpc.cfainstitute.org/sites/default/files/docs/research-reports/investor-perspectives-quarterly-reporting-2026.pdfThe Global Freelancer Pay Gap Reporthttps://www.remitly.com/us/en/landing/global-freelancer-pay-gapNick Cannon's Business Accountant Allegedly Embezzles $2 Million, Flees U.S.https://www.tmz.com/2026/05/08/nick-cannon-business-manager-embezzled-millions/KPMG scraps summer early Friday finish for staffhttps://www.cityam.com/kpmg-scraps-summer-early-friday-finish-for-staff/Intuit hires Mother to humanize the QuickBooks maker's AI pitchhttps://adage.com/agencies/accounts-in-review/aa-intuit-hires-mother-as-creative-strategy-partner/After issuing more than $20 billion in tariff refunds, the Trump administration is now pursuing legal action to bring the process to a standstillhttps://fortune.com/2026/06/01/trump-administration-plan-appeal-illegal-ieepa-tariff-universal-refunds/IRS gave 47,000 taxpayers' addresses to ICEhttps://www.accountingtoday.com/news/irs-gave-47-000-taxpayers-addresses-to-iceNeed 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 o...

Intuit's Q3 fiscal 2026 earnings call was packed with numbers, and with her co-hosts sitting this one out, Alicia goes through them one by one to explain what each actually signals for bookkeepers, accountants, and QuickBooks users. She breaks down the strength of QuickBooks Online and mid-market growth, the slowdown in Desktop and Mailchimp, AI already running at scale, the shift toward assisted tax, and what the August pricing and packaging changes mean for your clients. She also steps off-script to share why she thinks Intuit raised prices before users were ready, and previews the deeper episodes coming on pricing and the ProPartner program.Sponsors:Aqqrue - http://uqb.promo/aqqrueSTR Search - http://uqb.promo/str(00:00) - Welcome and Setup (01:25) - How to Read Earnings (02:49) - Companywide Results (05:09) - QuickBooks Segment Growth (08:15) - QBO Plans and Pricing (09:33) - Services Payments Payroll (12:14) - Desktop and Migration (13:18) - Mid Market Enterprise Push (15:02) - Mailchimp Reality Check (16:53) - AI at Scale (17:40) - August Pricing Shakeup (23:07) - Accountants as Customers (24:51) - Workforce Cuts and Margins (26:41) - TurboTax Trends (30:43) - Credit Karma Monetization (34:13) - Pro Tax and Wrap Up (35:58) - Training Course and Goodbye LINKSJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia's book on Amazon: http://royl.ws/conversion-bookWe 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

What if the reason your best ideas keep falling flat has nothing to do with the quality of the idea?In this episode, Michael Reddington sits down with John Bates, a globally recognized leadership and executive communications coach who has worked with organizations including NASA, Intuit, and Johnson and Johnson. John has delivered multiple TED Talks, coached executives and leaders on every continent, and built a career around one core conviction: communication is not logical. It is biological.This conversation will fundamentally change how you think about every high-stakes conversation you walk into. John breaks down why the ancient part of your brain makes decisions before your logical brain even gets a vote, why trying to establish your credibility usually destroys it, and why the most powerful thing a speaker can do is stop talking about themselves.John unpacks the neuroscience behind why people say yes, yes, yes and then no, how to build emotional credibility before you say a single persuasive word, and the difference between vulnerability that connects and vulnerability that costs you. If you lead people, sell ideas, or speak in front of any audience at all, this episode will give you a new framework for what it actually means to land your message where it counts.What You'll Learn in This EpisodeWhy communication is biological and why logic alone will almost never win a high-stakes conversationHow the paleomammalian brain makes decisions before the logical brain even registers themWhy the yes, yes, yes, no pattern in sales and negotiations is not a lie but a missing emotional connectionWhat emotional credibility is, why it needs to come first, and how to establish it fastHow insightful vulnerability builds trust faster than any credential or accomplishmentWhy your credibility is already established before you walk into the room and trying to prove it only hurts youThe difference between curating for your audience versus dumping everything you know on themWhy saying "I told you so" is proof you failed to communicate, not proof you were rightHow to reframe public speaking anxiety by shifting your attention from yourself to the people you are servingWhy the best ideas, candidates, and products often lose because communication broke down, not because they were wrongChapters(00:00) Why Communication Is Biological, Not Logical(04:24) How the Paleomammalian Brain Makes Decisions Before You Do(08:08) The Yes Yes Yes No Problem and What It Really Means(13:25) What Emotional Credibility Is and Why It Has to Come First(16:59) Origin Stories and the Power of Insightful Vulnerability(22:06) "Don't Insult the Listening" and the Lesson of Trusting Your Audience(26:56) Why Communication Is a Function of Leadership(28:33) Taking Responsibility for What People Hear, Not Just What You Say(33:05) How to Make the Complicated Simple by Curating, Not Dumping(41:37) How to Beat Public Speaking Anxiety by Serving Instead of PerformingAbout the GuestJohn Bates is an executive leadership communications coach, keynote speaker, and entrepreneur who has spent over 15 years helping leaders, teams, and organizations communicate in ways that actually move people. His clients include NASA, Intuit, Johnson and Johnson, Boston Scientific, and Accenture. He has delivered multiple TED Talks, been featured in media around the world, and built a global practice around the idea that great communication is not about saying the right things. It is about making sure the right things land. John coaches one on one, works with small and large teams, and produces free training content through his newsletter and website.Links and ResourcesJohnBates.com - https://www.johnbates.comExecutiveSpeakingSuccess.com - https://www.executivespeakingsuccess.comJohn Bates | LinkedIn - https://www.linkedin.com/in/johnbatesSponsor Links:InQuasive: http://www.inquasive.com/Humintell: Body Language - Reading People - HumintellEnter Code INQUASIVE25 for 25% discount on your online training purchase.International Association of Interviewers: Home (certifiedinterviewer.com)Podcast Production Services by EveryWord Media

Industrial Talk is talking to Angeley Mullins, Founder and CEO at Aetheris Ventures about "Blistering pace of Technology and Industrial Impact". Overview The conversation highlights the importance of the Barcelona Cyber Security Congress from November 3-5, 2023, and features an interview with Angeley Mullins, a seasoned tech professional from Berlin. Angeley discusses her extensive experience scaling companies, including Amazon, GoDaddy, and Intuit, and emphasizes the critical role of AI in transforming industries. She warns of potential AI-related risks, such as the AI bubble and the AI apocalypse, and stresses the need for leaders to balance AI tools with critical thinking and human interaction. The discussion also touches on the future of education and the importance of maintaining social connections in a technologically advanced world. Outline Barcelona Cyber Security Congress Announcement Scott introduces the Barcelona Cyber Security Congress, emphasizing its importance for cybersecurity professionals.The event is scheduled for November 3-5 in Barcelona, with networking opportunities and expert discussions.Scott mentions their own participation and encourages listeners to mark their calendars.The event is promoted on Industrial Talk, where Speaker 1 will be broadcasting and discussing cybersecurity. Introduction to Industrial Talk Podcast Scott reiterates the podcast's mission to celebrate industry professionals and their contributions.The conversation with Angeley Mullins from Germany is introduced, focusing on technology and its applications in industry.Scott expresses excitement about the fast-paced changes in the industry and the importance of storytelling. Angeley Mullins' Background and Expertise Scott introduces Angeley Mullins, detailing her experience in scaling tech companies and her current role as CEO of Aetheris Ventures.Angeley shares her background, including her work with Amazon, GoDaddy, and Intuit, and her various leadership roles.The discussion touches on the challenges and strategies of scaling companies, from early-stage startups to growth-stage companies.Angeley explains the importance of finding product-market fit and scaling it effectively. Scaling Companies and Cultural Differences Angeley discusses the different stages of scaling companies, from early-stage growth to IPOs.She shares her experience at Amazon, where they scaled a division from zero to $1 billion in 18 months.The conversation highlights cultural differences between the U.S. and Germany in handling failures and risks.Angeley emphasizes the importance of learning from failures and adapting quickly, using examples from the tech industry. The Role of AI in Industry Angeley and Scott discuss the impact of AI on various industries, including healthcare and transportation.They explore the potential of AI to change the way people live and work, as well as the risks of an AI bubble.The conversation touches on the ethical considerations of AI, including the potential for an AI apocalypse.Angeley shares her thoughts on the future of work and the importance of human interaction in a world dominated by AI. The Impact of AI on Human Interaction Angeley and Scott discuss the potential for AI to replace human jobs and the importance of human connection.They explore the concept of human authenticity becoming a luxury in a world dominated by AI.The conversation highlights the need for critical thinking and the challenges of relying too heavily on AI tools.Angeley emphasizes the importance of leaders developing strategies that integrate AI with human expertise. The Future of Education and AI Angeley discusses the future of education, predicting a shift towards more personalized and democratized learning.She highlights the importance of critical thinking and the need to rethink traditional education models.The conversation touches on the role of AI in making education more accessible and efficient.Angeley emphasizes the need for diversity in AI councils and the importance of collecting knowledge from different generations. The Importance of Leadership and Team Building Angeley and Scott discuss the role of leaders in selecting the right tech stacks and developing effective teams.They highlight the importance of critical thinking and the need for leaders to focus on strategy rather than just tools.The conversation touches on the challenges of building cohesive teams and the importance of hiring individuals with the right heart and passion.Angeley emphasizes the need for leaders to balance AI tools with human expertise and critical thinking. The Role of AI in Enhancing Human Potential Angeley and Scott discuss the potential of AI to enhance human potential and improve quality of life.They explore the concept of living longer and healthier lives, thanks to advancements in technology.The conversation highlights the importance of maintaining social connections and the challenges of AI in creating a disconnected society.Angeley emphasizes the need for a balanced approach to AI, integrating it with human values and social connections. Conclusion and Contact Information Angeley shares her contact information, including her LinkedIn profile, Instagram, Substack, and website.Scott encourages listeners to reach out to Angeley and engage with her on various platforms.The conversation wraps up with a discussion on the importance of storytelling and the need for a platform to tell the story of industry.Scott emphasizes the need for leaders to communicate their stories effectively and inspire the next generation of industry professionals. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! ANGELEY MULLINS' CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/angeleymullins/ Company LinkedIn: https://www.linkedin.com/company/aetherisventures/ Company Website: https://angeleymullins.org/ PODCAST VIDEO: https://youtu.be/yiDf0XA6i3s THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions:  https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book

In this episode of B2B Vault: The Biz To Biz Podcast, host Allen Kopelman sits down with Jaki Kackert, a seasoned marketing consultant with experience working for industry leaders, including Disney, Fiserv, and Intuit.Jackie shares her journey through fintech and payments marketing while discussing how marketing has evolved from traditional advertising to today's AI-driven digital landscape. The conversation explores the power of storytelling, personal branding, customer engagement, and why businesses must adapt to changing technology without losing the human connection.You'll also learn practical marketing strategies for small businesses, how AI can enhance productivity, and why consistency in communication is key to customer retention and long-term growth.Key Topics: ✅ Marketing strategies for small businesses ✅ AI's role in modern marketing ✅ Personal branding and LinkedIn growth ✅ Customer retention and engagement ✅ Fintech and payments industry trends ✅ Building trust through storytelling ✅ Marketing tools every business should considerPowered by Nationwide Payment Systems.

Alicia runs through the latest round of Intuit announcements, including invoice deposits, garnishment tracking in Payroll, batch bill pay for up to 50 payments at once, and a redesigned review-and-pay screen that now shows clients every open invoice. She also gets a little cynical about Intuit's growing push to surface its own experts inside QuickBooks, where clients can connect directly with Intuit for setup, bookkeeping, and tax help. It wraps with a hands-on look at the new CAS revenue calculator at firmofthefuture.com and what it reveals about firm benchmarks and advisory pricing.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Welcome and Overview (00:29) - Better Together Tour (01:48) - Accountant Suite Training (03:14) - Modern Reports Update (04:21) - Invoice Deposits Changes (06:24) - Customer Payment Portal (08:02) - Payroll Garnishment Tracking (09:47) - Batch Bill Pay Upgrade (10:15) - Intuit Experts Pushback (13:19) - Cash Flow Tools Coming (14:28) - CAS Revenue Calculator (24:51) - Hands On Training Class (28:17) - Wrap Up and Goodbye LINKSFirmofthefuture.comAlicia's book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Diane King Hall discusses this morning's top moving stocks, starting with Accenture (ACN) opening at a nine-year low after earnings. She also points at Kroger (KR) falling to a 52-week low after missing multiple earnings metrics, and Intuit's (INTU) downgrade and price target cut by Stifel that cratered shares this morning.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

So you've seen the headlines: AI is coming for bookkeeping, tax prep, and data entry. The accountants who thrive won't be the ones doing that work faster. They'll be the ones doing work AI can't touch.With cannabis newly rescheduled to Schedule III and tens of thousands of new companies coming over the next 12–18 months, there's never been a better window to build an AI-proof CFO practice.In this video, Andrew Hunzicker, CPA and founder of DOPE CFO, covers:- Why PwC, Intuit, and Goldman Sachs are racing to automate audit, bookkeeping, and tax... and what that means for your income- The one type of industry that's genuinely AI-proof, plus the simple test to spot it- The higher-level services clients gladly pay $10–20K/month for (it's not bookkeeping or tax)- The "number two" positioning that makes you indispensable to any CEOThe accountants who move first on this will own the next decade. Ready to build an AI-proof CFO practice?

Zipline Roundtable episode: Building Real-Time ML Systems with Zipline + ChrononJoin the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletterMLOps GPU Guide: https://go.mlops.community/gpuguideBig shout-out to ZiplineAI for the collaboration!// AbstractReal-time ML use cases like personalization and risk decisioning come with a unique set of challenges: serving fresh feature values at low latency for inference, generating temporally consistent backfills for training, and building complex chains of on-demand, batch, and streaming transformations. In this roundtable, practitioners from Intuit, CreditKarma, Depop, and OpenAI share how they use Zipline and the OSS Chronon project to solve these challenges and deploy real-time ML use cases in production.// BioGerman KrikorianGerman is a Software Engineer on the Feature Platform team at Credit Karma. Since joining the company during the early development of its recommendation system, they have played a key role in building and scaling the platform over the years. Their work focuses on feature pipelines and the feature store, which serves as critical infrastructure supporting numerous teams and business verticals across the organization.Ben MagyarBen is an engineer at Depop working on ML and data systems. Before Depop, he worked on Search at Etsy. Most of his work is around the infrastructure and operational problems that come with running ML systems at scale.Raj KatakamRaj architects ML Infrastructure at Credit Karma (Intuit). He holds a Master's in Software Engineering from Carnegie Mellon and a B.Tech in EECE from IIT Kharagpur. His interests include ML Infrastructure, Distributed Systems, Real-Time Data Processing, and Generative AI. His current focus is on providing feature engineering platforms, production GenAI infrastructure, vector databases, ML model serving, and MLOps pipelines for fraud detection, personalized recommendations, financial insights, and model explainability.Mick JermsurawongLed Flyte ML training/experimentation at Stripe, and now led Chronon for ML features at OpenAIHosted by Demetrios// Related LinksWebsite: https://zipline.ai/https://chronon.ai/~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with German on LinkedIn: /e2zdkwh8cxghydg/Connect with Raj on LinkedIn: /rajkiran2190Connect with Mick on LinkedIn:/mick-jermsurawong/

20260616 RS Vendor Check-in - QuickBooks and Coffee Originally Broadcasted June 16, 2026, on ACB Media 6 Our two speakers were Adam Malmberg, Channel Business Manager, Away from Home, and Fredricks Scott from QuickBooks at Intuit. Away from Home has the number one Fair Trade and Organic coffee brand in the United States. Fredricks told more about QuickBooks which is the most used bookkeeping software used by business owners. Sponsored by: Randolph Sheppard Vendors of America subscribe to our announce list Contact The Facilitator

Did the SpaceX IPO live up to the hype? We're breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit. 00:41 Show Intro And Agenda 04:20 Market Vibes Check In 05:35 Dividend Portfolio Surprise 10:09 Chat Soccer Detour 12:37 Extra Time Debate 18:34 SpaceX IPO Reactions 20:52 Valuation And Competition Risks 26:53 One Year Price Bet Setup 27:32 SpaceX Valuation Debate 28:04 Livestream Banter Fixes 30:04 Portfolio Contest Update 33:40 Lessons From Bad Picks 39:55 Trade Desk Reality Check 47:50 Intuit Versus Adobe 51:15 Oracle AI Risk Talk 54:33 QuantumScape Milestones 58:17 SpaceX IPO Trap Wrap Companies mentioned: ADBE, GLW, GOOG, INTU, KNSL, LEN, MELI, META, MSFT, NOW, NVDA, ORCL, PYPL, QS, RKLB, TSLA, TSM, TTD Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of skucast, Kara Parkinson, commonsku's SVP of Marketing and a veteran of Apple, Intuit, Nestlé, and PepsiCo, shares the creative brief she's drafting for merch buyers, the difference between category thinking and context thinking, and what makes a distributor pitch land with a CMO.

Intuit just cut 17% of its workforce, roughly 3,000 employees, and Alicia is joined by Dan DeLong and Matthew "Spot" Fulton to unpack what actually happened and why it isn't the AI story everyone assumed. Drawing on Dan's 18 years inside the company, they break down the real drivers behind the cuts, the unusually generous severance packages, the closing of the Reno and Woodland Hills offices, and the three big bets shaping Intuit's future. They also dig into the uncertain fate of MailChimp and what the mid-market pivot signals for ProAdvisors and the QuickBooks community.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Intuit Layoffs Overview (01:57) - Why Layoffs Happen (03:01) - Dan Layoff Story (04:58) - Restructure Not AI (06:23) - Details and Office Closures (09:42) - India and Global Impact (11:50) - Culture and Job Mobility (14:15) - Severance and Support (20:47) - Layoffs and Career Growth (24:42) - Letter Management Layers (29:03) - Customer Support Outsourcing (32:10) - Strategic Hubs and Remote Work (36:09) - TurboTax Credit Karma Merge (37:04) - Restructuring Around Customers (38:09) - Three Big Bets Explained (38:46) - AI Native Done For You (39:49) - Center Of Money Push (41:56) - Mid Market Expansion (43:22) - MailChimp Cuts And Risks (47:10) - Divestiture Rumors And AI (52:36) - SMB Churn And Competition (54:42) - Closing Thoughts And Thanks (55:41) - What's New With Hosts (56:16) - Scaling New Heights Plans (58:25) - Alicia Events And Training (01:01:35) - Awards And Final Wrap LINKSIntuit Account login episode: uqb.show/81 Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRpSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

On this episode of the Woodard Report podcast, Heather and Joe talk about major developments shaping the accounting profession, including Intuit's dramatic stock decline, workforce layoffs tied to AI adoption, and the launch of ChatGPT Finance. They also explore how artificial intelligence is rapidly transforming professional services, emphasizing the need for accountants to embrace change by leaning into human-centered skills like judgment, relationships, and advisory work. Along the way, they share productivity strategies, discuss the dangers of "not us" thinking around AI disruption, and spotlight a successful bookkeeping professional building a high-value, relationship-driven practice. Current events — Intuit's Stock Plunge and other troubles Ted Callahan, former head of accountant channel at Intuit, is now deputy CTO at Sage TV/Movie quote of the week — The Incredibles Project Hail Mary Excellent Thing We Learned — The rule of three Not-Us Thinking Member spotlight — Michael McClellan of Aurora Bookkeeping & Consulting The Woodard Report article of the week — Lock It Down, Write It Down (Intuit Security for Firms) Thank you to our show sponsor, Digits! Digits is the world's first agentic general ledger. It is accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping in month end, shifting your team from data entry to review and advisory. Visit Digits.com to get started today. Learn more about the show and our sponsors at Woodard.com/podcast

In this episode, Donna and Tom sit down with Jennifer Becka, Global Sourcing Leader at Intuit and a supply chain innovator with over 15 years of global sourcing experience across manufacturing, healthcare, and technology. Jennifer shares insights from her diverse career journey, from managing the world's largest powered industrial fleet at Amazon to leading procurement transformation at GE, Cleveland Clinic, and Diebold, and now driving AI-powered sourcing at Intuit. Jennifer explores the critical distinction between resilient and anti-fragile supply chains, explaining how organizations can build systems that don't just withstand stress but actually improve because of it. She discusses the evolution of value creation from physical goods to digital services, strategies for earning executive buy-in through stakeholder collaboration, and her groundbreaking end-of-life fleet initiative at Amazon that optimized total cost of ownership. Takeaways: The difference between resilient and anti-fragile supply chains How value definition evolves across physical goods, healthcare services, and digital platforms Strategies for stakeholder engagement and earning executive buy-in Lifecycle management and total cost of ownership optimization Jennifer's career philosophy: building systems strong enough to improve under stress Stay connected with CSCR on LinkedIn (Center for Supply Chain Research) and Instagram (@pennstatesupplychain), and be sure to follow us on Spotify, Apple Podcasts, or wherever you are tuning into Unpacked: Insights hosted by the Penn State Smeal Center for Supply Chain Research™. Thank you for joining us!  Visit our website: https://www.smeal.psu.edu/cscr  Guest Bio: Jennifer F. Becka leads Accelerating Functions and Services Sourcing at Intuit. With over 15 years of global sourcing leadership, Jennifer has built and transformed procurement functions across manufacturing, healthcare, and technology—including leadership roles at GE, Diebold, Cleveland Clinic, and Amazon, where she directed global categories spanning the world's largest powered industrial fleet and critical digital security and marketing services. Known for building high-performing teams and driving enterprise transformation, Jennifer brings a rare combination of operational rigor, strategic vision, and technical fluency—including a Lean Six Sigma Black Belt, and certifications with ASCM and AI for Business Strategy. Jennifer is a member of the Penn State Smeal Executive DBA Cohort of 2029, where her research explores the governance of agentic AI in cognitive supply chains. She is based in San Diego, California.

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

In honor of Pride Month, the OneHaas Alumni Podcast is pleased to welcome Lucas Chagas Vital to the show. Lucas is a graduate of the full-time MBA program and a principal in corporate strategy and development for Intuit. For Lucas, growing up gay in Sao Paolo, Brazil wasn't always easy. He knew he was gay from a young age, but between attending conservative catholic schools and starting his career in the conservative banking world of Brazil from over a decade ago, he worried he wouldn't be accepted if he came out at work. So he set out to find a more welcoming and accepting culture for LGBTQ people, and found one at Berkeley Haas. On this episode, Lucas joins host Sean Li to talk about his childhood in Sao Paolo, his fulfilling experience with Q@Haas as co-president, and how he's continued that advocacy work since then through inclusion programs at Intuit and other workplaces. *OneHaas Alumni Podcast is a production of Haas School of Business and is produced by University FM.*Episode Quotes:On his decision to leave Brazil for the U.S.  ”So I was not out in the work place. I grew up attending a Catholic school and a Catholic university. And even though I was out earlier than many back then, because I came out in junior high school, I was gay-bashed with my two lesbians friends, so there were a lot of stories of coming out and being back in the closet and getting discriminated against and working through that. And when I learned more about the difference of the reality here, at least 10 years ago, that was one of the things that motivated me a lot, right?”On the work that still needs to be done for LGBTQ rights ”Our rights should never be taken for granted, right? Because the LGBTQ+ rights and any other minority rights, they can be lost at any time… Definitely as a cisgender gay man, I acknowledge the better privilege that we have when we compare with the transgender population, right? They are in the front. They are the ones who have so much more attacks and hate and we're hearing more and more right now. So how can we be an ally for that?”On celebrating Pride“ Thinking about the Pride month ahead of us, I feel that Pride Month, it's not only for fun and parties. I think Pride Month, it's how we got here, right? …I remember when I got here in the US and I was so excited with all the Pride initiatives, and I used to hear a lot of complaints of people saying, "Oh, but there is so much corporate all around."And I said, "Yeah, but the first Prides, most of the early Prides actually that I went to in Brazil, we didn't have any corporate support, and we did not have that much visibility. We didn't have that much support, and we had to hide a lot" So there are positive things that we can think about how far we got here”On his time with Q@Haas“ I spent most of my time at Haas, apart from recruiting, at Q@Haas. So we had a very active group of people…So we organized many events…one event was called Not Your Gay Best Friend, to help break all the stereotypes of just being “the gay best friend”, which for me was very interesting as well because it was also a very American culture thing to learn.And then of course, the Coming Out Week, which was a big event. The Coming Out Monologues was actually my first time telling my coming out story to a big audience, and in English.”Show Links:LinkedIn ProfileQ@Haas

Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnrLINKSIntuit's In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharingRightTool: RightTool.app, use code ROYALWISE for 20% offBooks Close episode: uqb.show/130Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Rising costs. Less time. More pressure to move faster and smarter. I'm joined by Daymond John of Shark Tank to break down how entrepreneurs are actually using AI in a practical way—cutting down on manual work, gaining real-time insight, and simplifying how they operate. Because right now, growth isn't about doing more—it's about doing it smarter. We also talk about why time is your most valuable asset, how real-time data is changing decision-making, and how platforms like Intuit Enterprise Suite are helping business owners stay ahead. Follow Daymond John:@sharktankabc@thesharkgroup @fubu

Goldman Sachs issued a downgrade for Intuit (INTU) after shares experienced a sharp sell-off following earnings. Charles Schwab's Kevin Horner talks about how the recent downtrend offers an argument that the stock hit a new bottom. He compares Intuit's short-term trading action with long-term trends.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

What's the hidden tax your organization pays every time a creative asset moves from a design tool to a marketing platform, and how can you shorten the time to gain important insights about how your campaigns perform?Agility requires more than just speed. It demands that we eliminate the friction between our systems and processes so teams can move from concept to customer with minimal translation errors and maximum impact. It also means that we need to find the best ways to understand campaign performance without requiring everyone in marketing to be a data scientist.We're going to discuss:- the persistent gap between creative design and marketing execution- the value that AI-based capabilities can add to the understanding of analytics and performanceTo help me discuss this topic, I'd like to welcome Ose Amiegheme, Head of Email Product at Intuit Mailchimp. About Ose Amiegheme Ose Amiegheme is a product leader building the future of creation and growth tools.Today, he leads product for Intuit Mailchimp's Email and omnichannel campaigns creation experiences, shaping how small businesses create content, launch campaigns, and grow across channels.Previously, he led advertising products at TikTok supporting multi-billion-dollar revenue businesses and helped launch products spanning GenAI creative tooling, campaign optimization, and advertiser control systems.Before TikTok, Ose spent four years at Adobe helping build Adobe Express, where he worked across editor experiences, AI-assisted creation, and products used by millions of creators globally. His career has followed a consistent theme of building products that empower creators and marketers to tell their story in a way that feels genuine but also standout.Outside of work, Ose is a huge soccer fan and he is excited for the upcoming soccer World Cup. Ose Amiegheme on LinkedIn: https://www.linkedin.com/in/ose-amiegheme/ / https://www.linkedin.com/in/jeremyejones/ ---------- Resources ---------- Intuit Mailchimp: https://mailchimp.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fDon't miss We Make Future - the International Festival of Innovation in AI, Tech, and Digital Marketing, June 24-26 in Bologna. Learn more: https://aglbrnd.co/r/c80991afff416bb2The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 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://aglbrnd.co/r/35ded3ccfb6716ba Check 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 Hosted on Acast. See acast.com/privacy for more information.

Is AI about to break the billable hour? Blake and David unpack what they heard at a major AI tax summit, where new tools promise to prepare complex returns in minutes instead of hours. They also debate Intuit's stock slide, Trump's extraordinary IRS settlement, and what shrinking oversight at the PCAOB could mean. You'll hear where AI is already changing accounting—and where humans still matter most.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayMaxima. AI - http://accountingpodcast.promo/maximaChapters(00:00) - TAP 489 (02:24) - Blackor AI Tax Summit (03:14) - AI Agents Disrupt Tax (07:16) - Billable Hour Pressure (09:00) - Advisory Future Forecast (10:14) - Intuit Stock Shock (12:29) - TurboTax vs Tax Pros (17:31) - Intuit Layoffs Strategy (20:04) - Trump IRS Settlement (24:59) - PCAOB SEC Shakeup (27:33) - OnPay Payroll Pitch (28:42) - IRS Mystery Payments (30:48) - Busy Season Burnout (33:35) - California SaaS Tax Plan (34:54) - Big Four AI Hallucinations (36:48) - Are Consultants Replaceable (40:03) - AI Job Loss Chart (43:50) - Maxima Close Automation (45:12) - Musk Tax Return Training (46:03) - SpaceX IPO Breakdown (50:11) - CPE and Listener Q&A (52:51) - Wrap Up and Shoutouts  Show NotesIntuit Lays Off 3,000 Employees Amid AI Pushhttps://officechai.com/ai/intuit-lays-off-3000-employees-amid-ai-push/U.S. Government Agrees to Drop Tax Claims Against Trump in Broadening of IRS Settlementhttps://www.npr.org/2026/05/19/g-s1-122938/irs-trump-settlement-tax-returns-auditDOJ Settlement 'Forever' Bars IRS Trump Audits, Sparks Backlashhttps://tax.thomsonreuters.com/news/doj-settlement-forever-bars-irs-trump-audits-sparks-backlash/U.S. Audit Watchdog Should Rescind Its Independence Rules, SEC Official Sayshttps://www.securitiesdocket.com/2026/05/08/u-s-audit-watchdog-should-rescind-its-independence-rules-sec-official-says-wsj/The SEC's New SOX Group – Potential Impacts for Audit Firms, Their Professionals, and Future PCAOB Enforcementhttps://www.kslaw.com/news-and-insights/the-secs-new-sox-group-potential-impacts-for-audit-firms-their-professionals-and-future-pcaob-enforcementIRS to Develop System to Track Missing Payments, TIGTA Sayshttps://www.thetaxadviser.com/news/2026/may/irs-to-develop-system-to-track-missing-payments-tigta-says/78% of Tax Pros Say Tax Season Negatively Impacts Personal and Professional Lifehttps://www.cpapracticeadvisor.com/2026/05/26/78-of-tax-pros-say-that-tax-season-negatively-impacts-personal-professional-life/183912/California Proposes Tax on All Digital Software Saleshttps://www.techtimes.com/articles/316734/20260516/californias-725-saas-tax-would-hit-every-business-running-microsoft-salesforce-workday.htmEY Gets Busted and Yeets Cybersecurity Report Littered With AI Hallucinationshttps://www.goingconcern.com/ey-gets-busted-and-yeets-cybersecurity-report-littered-with-ai-hallucinations/Investigation: Hallucinations in Ernst & Young Report on Loyalty Fraudhttps://gptzero.me/investigations/eyIs AI Putting Graduates Out of Work Already?https://www.economist.com/finance-and-economics/2025/03/27/is-ai-putting-graduates-out-of-work-alreadyMusk's xAI Fails to Pay Staff $420 for Giving Tax Returns to Grokhttps://www.bloomberg.com/news/articles/2026-05-18/musk-s-xai-promised-staff-420-for-their-tax-returns-hasn-t-paidSpaceX Files for IPOhttps://spacenews.com/spacex-files-for-ipo/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:

Is AI really the next Google—or are investors repeating the last tech bubble? Blake and David dig into OpenAI's legal win, the accounting mechanics behind soaring AI valuations, and why cloud credits and paper gains may be inflating the market. They also explore what could make AI tools actually sticky for businesses, from workflow automation to personal finance and small-business use cases, and what all of this means for accountants.SponsorsDigits - http://accountingpodcast.promo/digitsR.E. Cost Seg - http://accountingpodcast.promo/recostsegOnPay - http://accountingpodcast.promo/onpay Maxima.AI - http://accountingpodcast.promo/maximaChapters(00:00) - TAP 488 (00:22) - Cash Flow Forecast Debate (00:29) - Road Show Updates (00:56) - Conference Rebrand News (01:31) - Nasdaq AI Summit Preview (04:29) - Livestream Check In (05:14) - Musk vs OpenAI Ruling (07:25) - AI Bubble Warning Signs (10:47) - Roundtrip Accounting Explained (15:38) - Paper Profits Hit Big Tech (18:28) - Do AI Giants Have Moats (27:15) - ChatGPT Personal Finance Push (30:54) - Agentic App Platforms (31:44) - Query Volume As Moat (33:00) - Claude Small Business Suite (35:20) - Cash Flow Forecast Debate (37:02) - AI Tax Workbook Example (41:03) - Personal Finance Is A Hobby (44:14) - Synthetic And Bench Lessons (47:16) - Why GLs Still Matter (50:43) - Klarna Rehires Humans (52:45) - Token Prices Will Rise (54:07) - Wrap Up And Next Time  Show NotesJury Dismisses Elon Musk's Lawsuit Against OpenAI Over Statute of Limitationshttps://www.technologyreview.com/2026/05/18/1137488/elon-musk-suit-openai-verdict/OpenAI Closes $122 Billion Funding Round, Largest in Silicon Valley Historyhttps://siliconangle.com/2026/03/31/openai-just-closed-record-breaking-122b-funding-round-brings-value-852b/Alphabet and Amazon Stakes in Anthropic Boost Profits by Billionshttps://www.bloomberg.com/news/articles/2025-10-31/alphabet-amazon-stakes-in-anthropic-boost-profit-by-billionsHalf of Google's and Amazon's 'Blowout AI Profits' Came From a Stake in Anthropichttps://fortune.com/2026/04/30/google-amazon-ai-profits-anthropic-stake-bubble-earnings-2026/What Microsoft's 10-Q Says About OpenAIhttps://om.co/2026/05/01/what-microsofts-10-q-says-about-openai/OpenAI Launches ChatGPT for Personal Finance, Will Let You Connect Bank Accountshttps://techcrunch.com/2026/05/15/openai-launches-chatgpt-for-personal-finance-will-let-you-connect-bank-accounts/Introducing Claude for Small Businesshttps://www.anthropic.com/news/claude-for-small-businessSasha Orloff (Puzzle) LinkedIn Post: Klarna, AI Agent Costs, and Accounting Quality Riskhttps://www.linkedin.com/in/sashaorloffKlarna Reverses Course on AI Customer Support, Resumes Human Hiringhttps://www.customerexperiencedive.com/news/klarna-reinvests-human-talent-customer-service-AI-chatbot/747586/Khosla Ventures Is Betting $10M on Ian Crosby, Whose Last Startup Bench Implodedhttps://techcrunch.com/2026/05/14/khosla-ventures-is-betting-10m-on-ian-crosby-whose-last-startup-bench-imploded/How Intuit Plans to Ride Out the 'SaaS-pocalypse' (CFO Brew Interview with CTO Alex Balazs)https://www.cfobrew.com/stories/2026/04/14/intuit-cto-alex-balazs-saas-pocalypseNeed 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/OvercastClassifieds REFRAME 2026 - http://accountingpodcast.promo/reframe2026Flowglad - https://cal.com/team/flowglad/flowgladWant 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 liste...

ESG StuffBP removes chairman Albert Manifold over governance issues 9The board said the decision was unanimous. In a statement, Amanda Blanc, BP's senior independent director, described the board as having been caught off guard by what it found: "The board has been surprised and disappointed to learn of governance oversight and conduct issues it deems unacceptable and has taken decisive action."The company did not elaborate on the specific nature of the concerns.Ian Tyler has been named interim chair, BP said, with the board set to begin a formal process to identify a permanent successor: "The Board and leadership team have deep conviction in the strategic direction we have laid out, and the company is moving at pace to deliver it."Manifold took up the chairmanship just last October. At last month's annual general meeting, just 81.8% of shareholders backed his electionAmong the most consequential decisions of Manifold's short tenure: pushing out former CEO Murray Auchincloss and overseeing the selection of Meg O'Neill to succeed him — a hire that marked the first time BP had recruited an external CEO and the first time a woman had led one of the oil industry's largest players.Tulsi Gabbard Exit Marks Fourth Woman to Leave Trump Cabinet 0Apology TourBank boss sorry after describing workers as 'lower value human capital' 7Standard Chartered CEO Bill Winters triggered a massive PR firestorm by describing the bank's plan to replace back-office staff with automation as replacing "lower-value human capital" with financial investmentStandard Chartered is cutting roughly 7,800 jobs—representing about 15% of its global back-office corporate support roles—over the next four years to make room for AIAfter internal anger and blistering public criticism, Winters posted a formal apology for his "choice of words." However, he initially fueled the fire by attaching the full interview transcript to justify his broader context, drawing further criticism for being defensiveIn his first attempt to quiet the storm, Winters leaned heavily into the corporate strategy rather than apologizing for the specific phrasing: "I said that lower-value roles are more vulnerable to automation, and that we have a responsibility to help colleagues move into higher-value roles. That is what a responsible employer should do. We will continue to speak honestly about the impact of technological change, and we will continue to act responsibly in helping our people to adapt and succeed."After a barrage of negative comments on his first post, Winters returned to LinkedIn later that day to offer an explicit apology for his phrasing: "I have received a lot of support for the messages in my previous post but still get questions about my choice of words, which I know has caused upset to some colleagues. For that I am sorry.""I think the transcript makes it clear that I value our colleagues – all of them – most highly and that we are totally committed to helping them to cope with the accelerating pace of change in our industry."JPMorgan's Jamie Dimon says bank chief's viral AI comment was 'inartful' Dimon downplayed the viral backlash against Standard Chartered CEO Bill Winters—who drew fire for saying his bank would replace "lower-value human capital" with technology—calling it an "inartful" slip-of-the-tongue from a friend.Neopbabies and Dropout babiesJames Murdoch to acquire New York Magazine and Vox Media Podcast Network -1Bolt CEO says he let go of his entire HR team for creating problems that didn't exist: ‘Those problems disappeared when I let them go' 6Bolt CEO Ryan Breslow justified firing his entire Human Resources department by claiming they actively manufactured internal frictionThe aggressive purge follows a brutal 97% collapse in Bolt's valuation—crashing from an $11 billion peak in 2022 down to $300 millionTraditional HR has been entirely swapped for a skeletal "people operations" team, shifting the focus away from employee complaints and internal processes toward basic compliance training and empowering managers to make split-second decisionsAlongside gutting HR, Breslow rolled back employee-friendly benefits like four-day workweeks and unlimited PTO, claiming a culture of complacency had taken over and that 99% of his legacy workforce was simply unwilling to work hardRyan dropped out of Stanford in 2014 to launch BoltThe Middle School Boy Man Babies Rule the WorldMan Drives Cybertruck Into Lake to Test Elon Musk's “Boat” Claims, and It Went About as Well as You'd Guess -10"The passengers abandoned the vehicle and the driver was arrested."Tesla CEO Elon Musk:randomly tweeted that the vehicle would function as a rudimentary flotation device.“It will even float for a while.”“[The vehicle would be able to] traverse at least 100m [330 feet] of water as a boat.”“Cybertruck will be waterproof enough to serve briefly as a boat, so it can cross rivers, lakes and even seas that aren't too choppy.”Jeff Bezos urges US government to stop taxing 50% of America — and claims doubling his taxes won't help ‘that teacher in Queens' 400Jeff Bezos backs Mamdani's tax on luxury second homes, but says Ken Griffin isn't the villainJeff Bezos on Zohran Mamdani's big mistake: ‘When you don't know how to solve a problem, create a villain, blame them'Jeff Bezos says there is ‘no truth' to the ‘buy borrow die' tax strategyBillionaires Openly Use It: Oracle co-founder Larry Ellison has historically pledged over $30 billion worth of his Oracle stock as collateral for personal bank loans. Elon Musk has similarly pledged tens of billions of dollars in Tesla shares to secure lines of credit over the yearsHe said he was "skeptical that that's a true loophole," but added, "If it is, and we can fix it, then we should. I don't think such a loophole should exist."Jeff Bezos Praises Trump's Second Term as ‘More Mature' Jeff Bezos Says AI Will 'Elevate' Workers — Despite Amazon's 30,000 Job Cuts Amid $100 Billion AI PushElon Musk compares his company's work to that of Jesus 0In an interview on Monday, the billionaire said his Neuralink brain-implant company is progressing in its development of ‘Jesus-like technologies'Although brain-computer interface (BCI) as a concept has been around since at least the 1970s, the push to commercialize the technology is more recent. According to data from market-intelligence firm Tracxn, more than 130 BCI startups have been launched since 2016.Why Is Mark Zuckerberg Taunting His Employees Before Firing Them? 20Back in April, Meta announced it was laying off 10 percent of its workforce, or around some 7,800 workers. Unlike traditional layoffs, which are enacted relatively quickly, Meta gave its employees a nearly month-long warning period without announcing who exactly would be headed for the unemployment line.In newly leaked audio from an all-hands meeting at Meta, released by More Perfect Union, the Meta CEO seems to actually be taunting the thousands of workers who were about to be let go by pointing to how the company was harvesting employee data to train its in-house AI models ahead of the massive layoffs.“So we're in a phase where basically the AI models learn from heaving real, from watching really smart people do things. And if you're trying to get it to be able to be able to do certain capabilities, having [AI] be able to observe really smart people doing those things is, is very important.”Going on, Zuckerberg explained that it was better to train AI on soon-to-be-former Meta employees, rather than “contract companies.”“In general, the average intelligence of the people who are at this company is significantly higher than the average set of people that you can get to do tasks if you're working through… contractors,” Zuckerberg stammered. “So if we're trying to teach the models coding, for example, then having people internally, um, build tools that, or, or solve tasks that, um, that help teach the model how to code, we think is going to dramatically increase our models coding ability faster than what others in the industry have the capability to do.”Intuit to Cut 17% of Staff, Invest in ‘Big Bets' 3The restructuring cost is estimated at about $300 million to $340 millionAbout 3,100 employees: and invest the savings in “big bets” as it makes artificial intelligence a centerpiece of its business.Woke WarsTexas AG Sues ISS Over ESG Considerations 0Texas AG Ken Paxton (in a senate race) is suing ISS for allegedly “misleading” customers by pushing “radical political agendas” through its proxy adviceNotably, ISS has attempted to obstruct ExxonMobil's planned reincorporation from New Jersey to Texas“ISS has enormous influence over how billions of dollars are invested and managed across this country, and they have abused that influence in order to push woke ideology”Iowa AG Brenna Bird sues ISS, says advice risks retirement savingsIowa Attorney General Brenna Bird is suing the world's largest proxy-advice firm for abusing its influence and threatening Iowans' retirement savings by "lying" to investors.Stakeholders Rule!Wells Fargo must pay $100M to help homebuyers after discrimination lawsuit — 51 cities are eligible 7The settlement, which was recently approved by a federal judge in California, comes after four years of legal disputes involving Wells Fargo shareholders, former employees and job applicants who accused the bank of systemic problems in both lending and hiring practices.While Wells Fargo denied wrongdoing, the company agreed to the deal to avoid prolonged litigation and mounting legal costs.The case centered on allegations that Wells Fargo's board failed to maintain adequate oversight of the bank's mortgage lending operations, exposing the company to regulatory scrutiny and accusations of discriminatory practices.According to reporting from Realtor.com, plaintiffs accused the bank of “widespread and systematic discrimination in lending” and cited concerns over lending algorithms and refinancing approval patterns.The lawsuit stated that Wells Fargo was allegedly the only major lender in 2020 to reject more refinancing applications from Black homeowners than it approved.Airbus, Air France Hit With Manslaughter Charges Over Pilot Training Failures in Deadly 2009 Flight 447 Crash 1A Paris appeals court delivered a dramatic verdict in one of the longest-running and most complex legal sagas in aviation history. The court overturned a 2023 acquittal and found both Airbus and Air France guilty of corporate manslaughter for the tragic 2009 crash of Flight AF447.The ruling marks a massive victory for the victims' families after a 17-year legal battle. A lower court had previously cleared the European planemaker and the French airline in 2023, ruling that while errors were made, a direct causal link to the crash couldn't be proven. The appeals court completely rejected that logic, declaring the companies "solely and entirely responsible" for the disaster.Ride-Share Drivers in Massachusetts Formally Unionize 100The App Drivers Union said it was the first organization in the country to be formally certified to represent drivers for apps such as Uber and Lyft.In a news release, the organization, the App Drivers Union, said it would represent nearly 70,000 workers in Massachusetts who now have the power to collectively bargain.MATTA very special “who do we blame for SpaceX IPO governance” gameFirst, some S-1 highlights:“Starlink internet is what's being used to pay for humanity getting to Mars.” - MuskTranslation: We don't care much about Starlink, it's just paying our AI billsHe's not kidding: $3.2bn revenue for Starlink, net income of $1.2m$0.6bn revenue for rocket ship, net income of -$0.6bn$0.8bn revenue for AI, net income of -$2.5bnThis isn't a space company - it's classic Musk - you buy the vision (“To build the systems and technologies necessary to make life multiplanetary, to understand the true nature of the universe, and to extend the light of consciousness to the stars.”), but what you're really buying is an internet company that spends all its money on AI and does some rockets on the sideLet someone else invent the car (Tesla) and make them sexy with “big visions” for “humanity”Let someone else invent the rockets, build new ones using someone else's moneyLet someone else invent the satellites, put a whole bunch in space (and buy more satellites from someone else)Musk initially took the role of “Chief Engineer”, but every engineering task seems to have been the other employees - he supplied the moneyShoehorned AI into space exploration because…?Grok is designed as a truth-seeking AI model, built on our founder Elon Musk's mission to enable humanity to understand the universe. We believe that accomplishing this mission requires a truth-seeking approach to AI. We define truth seeking as the active, relentless pursuit of what is objectively true about reality, and grounded in evidence, logic, empirical data, and first principles thinking.AI's ability to revolutionize human potential is directly dependent on meeting exponentially increasing resource demands.We now must go to space to get more resources for AI so we can get to spaceNow the governance who do you blame gameMusk will get:85% voting power (dual class, he owns 94% of Class B 10 vote shares and 12% of Class A shares)The ability to nominate and vote exclusively on >50% of the boardA board which currently includes..TWO execs - Gwynne Shotwell (President) and Musk (three titles)Tesla mafia: Ira Ehreinpreis, Tesla board sycophant, director at the Boring Company and xAI, and longtime Musk hanger on, added Feb 2026Antonio Gracias, ex Tesla director who was explicitly called out in the Tornetta decision as corrupted, cross party transactions with Musk, on boards of Neuralink and Boring Company, added Oct 2010TWO VC bros from DFJ - Randy Glein (SpaceX board observer for 16 years, directors since Feb 2026) and Steve Jurvestson (former Tesla director, director since March 2009) who was ousted from the VC firm with his name on it for sexual harassmentPaypal mafia:Luke Nosek, co founder of PayPal, one of the founders of Founders Fund with Thiel and Ken Howery, invested in DeepMind, director since July 2008Donald Harrison - managed Google purchase of DeepMind, relationship with Nosek, director since Feb 2015Director relationship tenures to Musk: Shotwell: 24 yearsEhreinpreis: 21 yearsGracias: 21 yearsJurvetson: 17 yearsGlein: 16 yearsNosek: 26 yearsHarrison: 11 years (+1 if Nosek/Deepmind connection counts)Texas jurisdiction exclusively (judge shopped) - 3% to sue them, mandatory arbitration, anti-takeover statutes, special meetings ONLY CALLED BY MUSK (no one less than 50% of stock can call a meeting or vote)No written consent - no prior noticeAdvance notice bylaws for the zero shareholder proposals allowedFull omission of board liability - including a provision that automatically allows whatever the conflicts of interest they want with directorsWHO (WHEN) DO YOU BLAME?The US GovernmentDepartment of Energy - in 2010, the DoE gave Tesla a $465m loan, which basically paid for the Model S and helped it buy a factory 6 months before it went public - Musk has said Tesla would not have survived without the loanNevada - in 2014, Nevada gave Musk $1.3bn to build a factory, the most everNASA - spent more than $15bn over years on SpaceX and programs with themThe IRS/Congress - the EV tax credit for $7,500 single handedly pushed Tesla from losing money in 2020 to making money (they effectively got $1.6bn from the US government in 2020), and showing its first profit, which sparked the memefest during COVID and made Musk the richest man on earth - Musk then went on and called for an end to the tax credit since his “competitors” needed it more than Tesla. Tesla made ~$11bn from tax credits aloneThe DoD - started paying SpaceX in 2003 for concept work - and even when the rockets didn't work, the DoD and NASA awarded the company massive contracts anywayJeff Bezos said in 2016 that, “Elon's real superpower is getting government money.”FOMOSpaceX LOSES MONEY - it does not make moneyIf it were a satellite internet company - and NOT THE FIRST - the first was HughesNet in 1996, and Viasat offered it in 2012 - it would make money ($1.2m in income!)Instead, investors are valuing SpaceX as THE LARGEST IPO IN THE HISTORY OF EVER despite the fact that they are burning money on AI, and arguably the worst AIIncluding spending the most on R&D, marketing, and acquisition of Cursor to make up for the fact that Grok suckedIn exchange for FOMO, investors have ENTIRELY GIVEN UP THEIR RIGHTSIt is 100% a private companyTornettaIf Tornetta hadn't sued for Musk's pay, would SpaceX be structured this way?The banks underwriting the dealWho AGREED TO BUY GROK as a term of getting the underwriting, because everyone bends the knee to moneyThe boardI guess

In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre.  YouTube Video Links: S&P 500 Concentration  Five Minute Money Newsletter Free Sign Up   ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — S&P 500 Concentration a Risk? (20:40)  — Adobe Report Tease (23:18)  — Intuit Earnings Review (36:12)  — CSU Earnings and AGM (44:34)  — Why AI is a Beneficiary for Axon (49:17)  — Mercado Libre Earnings Takeaways and Risks (56:38)  — Sea Limited Earnings Takeaways and Risks -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

How much business are you losing simply because you're not staying in consistent contact with your audience? Most companies don't have a sales problem—they have a follow-up problem. And follow-up isn't about chasing people…it's about staying top of mind with value, relevance, and consistency. That's why my interview with Smita Wadhawan, CMO of Constant Contact, on the THINK Business – What Are You Good At? series hit on a hard truth—consistency is the new marketing advantage. Here are 5 takeaways that stood out: ✅ Mindshare → Market Share People can't buy from you if they forget you exist. Marketing isn't optional—it's oxygen. ✅ Consistency builds trust Trust isn't built in a moment—it's built in the follow-up moments people rarely do. ✅ Simple wins Customers don't want clever. They want clear. They want fast. They want relevant. ✅ Start now—then scale Stop overthinking platforms, funnels, or brand perfection. Start small. Ship. Learn. Improve. ✅ AI is here to help, not replace Use AI to automate repetitive work—so you can stay human where it matters most.   Smita Wadhawan Verma Global Chief Marketing Officer | Top 50 CMO | PayPal | Intuit | GoDaddy | Visa | SaaS | HealthTech | FinTech Award-winning Chief Marketing Officer with experience at GoDaddy, PayPal, Intuit, VISA, and SimplePractice — across SMB/consumer, SaaS, HealthTech, and FinTech. Global teams and global leadership at EcoVadis. Scaled and led businesses from a mid-size company to a $32B established brand, with budgets up to $175M. Expertise in growth marketing, product marketing, B2B and B2C marketing, lifecycle marketing, PR and comms. Smita has built and led teams of 150+ people in highly matrixed, cross-functional organizations across the US, Europe, Africa, Japan and India. She has partnered with top agencies like Koto, Instrument, Razorfish, TBWA, Highwire PR — and managed award-winning internal creative teams. Under Smita's leadership, her teams have won Digiday Awards and several Webby Award nominations. Smita is well known as a culture champion and recognized as a highly influential and inclusive C-Suite leader who can inspire teams to deliver outstanding results. Recognized as a 2024 Top 50 CMO in the US. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience Website: https://jondwoskin.comLinkedIn: https://www.linkedin.com/in/jondwoskin Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jeff Gunsberg:Website: https://title-connect.com Connect with Smita Wadhawan:LinkedIn: https://www.linkedin.com/in/smitawadhawan/ *E - explicit language may be used in this podcast.

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. The anchors broke down what's in SpaceX's IPO filing: Elon Musk's company setting the stage for a historic public debut. Walmart shares down sharply on weaker-than-expected guidance — the retail behemoth citing the impact of high gasoline prices on customers. Toll Brothers Executive Chairman Doug Yearley joined the program at Post 9 to discuss the state of the housing market one day after the homebuilder's shares rallied on earnings. Also in focus: Intuit tumbles, the "Trump effect" on surging quantum computing stocks. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode features a large news slate: Nvidia reports record quarter amid booming AI chip demand, OpenAI could file for its IPO before the week is out, Intuit cuts global workforce by 17% in AI restructuring. Roundtable: how to pull from accounts when retired to minimize taxes https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Nvidia's quarterly results due out after Wednesday's close of trading. The anchors reacted to highlights from Andrew Ross Sorkin's wide-ranging CNBC Exclusive interview with Jeff Bezos at Blue Origin Rocket Park. Retail and the consumer in focus: Target, Lowe's and TJX all posting better-than-expected quarterly results. See how one of the three companies saw its stock take a hit in reaction to earnings call comments. Also in focus: The 30-year yield hovering around 2007 highs, Intuit layoffs, software vs. chips, what Anthropic CEO Dario Amodei told Oprah Winfrey about the AI buildout race, Toll Brothers shares jump on the homebuilders' earnings.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us Fan MailThis episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now.Whether you're just starting out and trying to figure out where to even begin with automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying under the radar on reasonable salary, and what to do when a competitor is trying to tank your reputation online.In this episode you'll hear:The very first thing I recommend automating in your bookkeeping practiceHow to confidently ask a prospective client for access to their booksQBO Payroll versus GustoHow to advise S-Corp clients on taking a reasonable salaryResources mentioned in this episode:Elevate: https://www.ambitiousbookkeeper.com/elevateThe Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaEmailing List: ambitiousbookkeeper.com/subscribeDubsado (free audio series): https://www.ambitiousbookkeeper.com/dubsadoDubsado (affiliate link): https://www.dubsado.com/?c=shoupcpaDubsado Decoded: https://kendracourtney.com/dubsado-decoded/Breakthrough by Workflow Queen: https://serenashoup.krtra.com/t/IKUxtNZoz7lFYouTube: "Is It Time to Move My Clients to Xero?"Xero Partner Program (affiliate link): https://xeroamericas.partnerlinks.io/79afz10exu7dGusto (affiliate link): https://gusto.com/partners/i/serena591Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow me on YouTube: https://www.youtube.com/@ambitiousbookkeeperConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>

What happens when speed and trust collide in fintech? In this episode of Product Talk, hosted by CentralSquare Technologies CPO Denise Hemke, Intuit Director of Product Rosa Gonzalez Welton speaks on how AI is transforming product development inside one of the most high stakes software environments in the world. When you are shipping into payroll, tax, and workforce management, moving fast is only half the equation. Rosa breaks down how Intuit is putting rapid prototyping tools in everyone's hands, raising decision velocity, and still protecting reliability through risk rubrics and controlled rollouts.

Ever worried you're missing your shot at breakthrough growth because your leadership team is stuck in old patterns?This episode is a raw look inside the mind of Sheldon Cummings, former Chief Operating Officer at Mailchimp and current President and General Manager at Smarsh, who's steered brands across continents and navigated acquisition into one of the world's most powerful tech companies. Cameron Herold digs deep into resilience, ruthless prioritization, and the magic of connecting culture to results, all delivered with a straight-shooter's clarity. If you're tired of shallow “success stories” and want the playbook for leading teams through uncertain times, this is your urgent reality check.Don't wait for your competitors to outpace you. Listen now! The invisible skills (and mistakes) revealed here will save you from costly setbacks, wasted energy, and slow, silent failure. These exclusive insights aren't recycled elsewhere. Your team (and your sanity) can't afford to miss this.Timestamped Highlights[00:00] – The one moment that reset Sheldon Cummings's entire career path… and how he engineered opportunity from chaos06:42 – How a bold toolkit-first mindset kept propelling him up—across continents, industries, and uncertain times11:07 – “Can you run a business you don't ‘make'?” The surprising truth from global CPG frontlines17:05 – The #1 underdog advantage in modern marketing—why Mailchimp doubled down on it during COVID18:36 – What nobody tells you about integrating remote teams after a billion-dollar acquisition22:58 – Ruthless prioritization in product roadmap: When discipline trumps ideas (and keeps customers loyal)24:41 – Find the real numbers that matter: How top execs slice through data noise (and ignore 9,000 distractions)35:40 – How to unfreeze middle management and create instant buy-in during relentless changeAbout the GuestSheldon Cummings is the former Chief Operating Officer for Mailchimp. Before stepping into his leadership role at Mailchimp, he had a dual role as a VP Intuit Sales in addition to serving as Intuit's Chief Diversity, Equity, and Inclusion Officer (CDEIO). Since joining Intuit in 2017, Sheldon has led a number of leadership positions across Intuit's Sales, Marketing, Global Partnerships, and Global Operations teams. Prior to Intuit Sheldon has had a number of roles across industries and countries, including leading a European business for 6 years headquartered in Zurich, Switzerland. Sheldon, a native of New York City, graduated with a BA from Wesleyan University, and received his MBA from Northwestern University's Kellogg School of Management with concentrations in Finance, Marketing, and Strategy. He is currently the President and General Manager of Smarsh.