Podcasts about Paychex

A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray's latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex's new AI-powered advisor alerts.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Lori Flaherty and Bill Coller of Paychex about how the ERM Team serves as the "conscience" of Paychex and how it operates within the organization. Some of the topics include winning the RIMS ERM Global Award of Distinction in 2024, structured peer reviews, risk rotation, a strong culture of risk management, interviewing new team members, fostering curiosity, and preparing for mergers and acquisitions. They talk about having the ear of the executive team and promoting a culture of risk management for the entire organization. Listen for tips on presenting to an audience of ERM practitioners.   Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. I'm delighted to be joined by Lori Flaherty and Bill Coller of the ERM Team at Paychex. They won the RIMS Global ERM Award of Distinction in 2024. We're going to talk all about their risk and RM philosophies. But first… [:53] The next RIMS-CRMP-FED Exam Prep with AFERM will be held on December 3rd and 4th. The next RIMS-CRMP Exam Prep with PARIMA will be held on December 4th and 5th. These are virtual courses. [1:10] Links to these courses can be found through the Certifications page of RIMS.org and through this episode's show notes. [1:18] RIMS Virtual Workshops! On November 19th and 20th, Ken Baker will lead the two-day course, "Applying and Integrating ERM." [1:31] "Managing Data for ERM" will be led again by Pat Saporito. That session will start on December 11th. Registration closes on December 10th. RIMS members always enjoy deep discounts on the virtual workshops. [1:46] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:59] The RIMS ERM Conference 2025 will be on November 17th and 18th in Seattle, Washington. The agenda is live, and this is the last week to register so click the registration link in this episode's show notes or visit the events page on RIMS.org. [2:16] The RIMS-CRMP Exam Prep will be held on-site, on November 15th and 16th in Seattle. You can learn more by clicking the link in this episode's show notes. [2:29] On with the show! Our guests today are winners of the RIMS Global Award of Distinction in 2024. Bill Coller and Lori Flaherty are past presenters at the RIMS ERM Conference. [2:44] They let us into their thought process a little bit this year in the RIMS ERM Q&A Series, with an interview titled, "Risk Optimized Decision-Making at Paychex." We will expand on that dialog a bit here today on RIMScast, so Let's get to it! [3:03] Interview! Lori Flaherty and Bill Coller, welcome to RIMScast! [3:21] Lori and Bill were winners of the RIMS ERM Global Award of Distinction in 2024, in Boston. [3:42] ERM is a passion for Lori and Bill. Bill says, You have to love it to be in it as long as we've been in it. It's always something new every day. There's always some new challenge that we have to keep our eyes on. [4:07] Lori has been in risk management, in different roles, for a little over 25 years. She has been with Paychex for eight years, leading the ERM Team. [4:31] Bill has been in risk management for over 20 years. He has been in the ERM space for about four years. [4:53] Lori loves the diversity on her team. In an ERM program, you need a diverse team without groupthink. Bill and Lori are not the same at all, and they complement each other. Bill agrees. [5:42] Lori says the whole risk organization at Paychex has more than 800 people, some were added due to the recent acquisition of Paycor. The ERM Team has about 10 people. [6:21] Justin says listeners can learn about the contributions Lori and Bill made during a complex and time-consuming acquisition by checking out the ERM Q&A from 2025, "Risk Optimized Decision-Making at Paychex", by Russ Banham, in this episode's show notes. [6:52] In the interview, Paychex described ERM as acting like the company's conscience. Lori says ERM, a small but mighty team within a large risk organization, may seem challenging to have the ear of leadership, but they have a direct line. [7:25] One of the values as a risk organization, as well as a Paychex organization, is talking about integrity. Integrity is a key cornerstone of the team. The ERM Team remains independent. [7:38] Although the ERM Team reports to the risk organization, where the risk organization sits within the enterprise, this is part of what enables the ERM Team to remain independent. ERM is not transactional or client-facing. [7:55] The ERM Team has strong partnerships with the Enterprise Strategy Team and other key leaders across the enterprise. Leaders count on the ERM Team and reach out to them. Being independent allows the ERM Team to be the conscience of the company. [8:29] Bill says, The ERM Team has several different risk review programs. They always have an actionable remediation plan that comes out of any risk review. They are reporting and remediating any residual risk. [8:54] Before the completion of any program, the ERM Team gains commitment from the risk owner to own the remediation plan. That allows the ERM Team to continually follow up and make sure that the remediation plan is taking form and remediating the risk. [9:19] It's easy when they get that commitment before the end of the program. That sets the stage. Then they follow up. [9:36] Bill says he is going through the process now to hire a new team member. He is looking for someone who has ERM experience. That can be difficult to find. There are a lot of people out there with experience who love the job they have, stay, and continue to build their programs. [10:17] First is true ERM experience. Outside of that, someone with internal audit experience, with the ability to view risks from a data-based perspective, and identify what could happen and how often it could happen, the impact of it happening, and how to mitigate the risk. [10:47] With any interviewing, you have to get the best that you can through many different characteristics and experiences. [10:57] Lori adds, We want someone who complements the diversity and the team. You can teach methodologies, like COSO, internal audit, and business processes. It's hard to teach people to be curious and to think from a risk mindset. [11:36] Those are key skills, no matter the role; certainly for this role. For anyone joining the team, it's that mindset. You need to remain curious. Channel your inner toddler, asking the why. [11:59] Quick Break! The RIMS CRO Certificate Program in Advanced Enterprise Risk Management is our live virtual program led by the famous James Lam. Great news! A third cohort has been announced, from January through March 2026! [12:21] Registration closes January 5th. Enroll now. A link is in this episode's show notes. [12:29] Save the dates March 18th and 19th, 2026, for The RIMS Legislative Summit, which will be held in Washington, D.C. [12:37] Join us in Washington, D.C., for two days of Congressional Meetings, networking, and advocating on behalf of the risk management community. Visit RIMS.org/Advocacy for more information and updates and to register. [12:52] We've got more plugs later. Let's return to our interview with Bill Coller and Lori Flaherty of Paychex! [13:10] Does inquisitiveness enhance the risk culture? Lori says that staying curious is key, especially when looking at remediation, defining risks, thinking about scenarios, and what could go wrong. Being curious opens your mind up to what could be. [13:47] Bill says it's tough to measure a strong risk culture. Bill looks at interactions with key partners across the enterprise. ERM meets with folks across the enterprise very frequently in Key Partnership Meetings. [14:13] The key partners are engaged with ERM, and they're having productive conversations. A lot of the risk programs the ERM Team performs are at the request of those partners. That's one way to measure a strong risk culture: full engagement and asking ERM to perform risk reviews. [14:33] Lori and Bill accepted the award last year, with Frank Fiorille. Lori says Frank is the Chief Risk Officer. He is the VP of Risk for Paychex. Lori and Bill report directly to Frank. He is over all the other risk teams, also. [15:15] Lori and Bill were heavily involved with the Paycor acquisition. Their involvement in the acquisition was critical. If you're in ERM and you're not a part of the M&A process, you should definitely be. It's aligning the strategic objectives of your company. M&A strategy is part of that. [16:13] The ERM Team is involved in the due diligence and the whole process. It's a critical part of your ERM program. [16:31] Bill explains that Risk Rotation is an ERM program. They bring in people from outside of the risk management organization to spend a week with the ERM Team. Since COVID< they do a lot of it virtually. Each of the risk disciplines comes to present interactively to those people. [17:17] The ERM Team shares exactly what they are doing and puts the people through exercises. Bill has a risk scoring exercise. He asks them to bring some risks that they face in their roles. Bill talks about impact, likelihood, and control effectiveness, and makes a heatmap. [17:57] Frequently, after a Risk Rotation, some will ask to participate in a future Risk Review. [19:02] Lori shares tips for presenting at a RIMS conference. Knowing your material and being passionate about the topic are important. A presenter should know the audience. You are the audience. What would you want to know? [19:24] When Lori goes to a session, she wants to know how to practically apply what this means. She wants some takeaways. She wants to know how the presenter is doing it, what's working, and what's not working. Keeping that in mind is super helpful. [19:42] When Lori has presented, she tells them, This is what's worked at Paychex. She can see the audience becoming much more engaged, even in the questions afterward. They're super interested in what worked. [20:30] Justin recalls how Lori was at the 2021 New York ERM Conference and how engaged she was in asking questions of that year's award winners, and what they had to do to win. [21:02] One Final Break! As many of you know, the RIMS ERM Conference 2025 will be held on November 17th and 18th in Seattle, Washington. We recently had ERM Conference Keynote Speaker Dan Chuparkoff on the show. [21:20] He is back, just to deliver a quick message about what you can expect from his keynote about "AI and the Future of Risk." Dan, welcome back to RIMScast! [21:30] Dan says, Greetings, RIMS members and the global risk community! I'm Dan Chuparkoff, AI expert and the CEO of Reinvention Labs. I'm delighted to be your opening keynote on November 17th, at the RIMS ERM Conference 2025 in Seattle, Washington. [21:45] Artificial Intelligence is fueling the next era of work, productivity, and innovation. There are challenges in navigating anything new. This is especially true for risk management, as enterprises adapt to shifting global policies, economic swings, and a new generation of talent. [22:03] We'll have a realistic discussion about the challenges of preparing for the future of AI. To learn more about my keynote, "AI and the Future of Risk Management," and how AI will impact Enterprise Risk Management for you, listen to my episode of RIMScast at RIMS.org/Dan. [22:22] Be sure to register for the RIMS ERM Conference 2025, in Seattle, Washington, on November 17th and 18th, by visiting the Events page on RIMS.org. I look forward to seeing you all there. [22:33] Justin thanks Dan and looks forward to seeing him again on November 17th and hearing all about the future of AI and risk management! [22:41] Let's Return to Our Interview with 2024 RIMS Global ERM Award of Distinction Winners, Lori Flaherty and Bill Coller of Paychex! [22:57] Bill presented at the New York ERM Conference 2021, before he joined the ERM Team. Presenting is a great experience. Knowing your audience is a big part of it. He especially appreciates the questions from the audience. It's wonderful to have an engaged audience. [23:34] If you haven't presented in the past, Bill recommends it. It's a great experience. You just have to know your stuff before you get up there. Feel confident about it. [23:47] Justin advises, Definitely don't wing it! [24:01] Bill is a RIMS-CRMP holder. He has held the designation for about two years. He attended a virtual program to prepare for the test, and it was very beneficial. He had talked with people before and after they certified, who fully recommended it. That prompted him to certify. [24:59] Bill has been in risk management for a long time. It wasn't an easy certification, but he had a good basis to go from. He had to put the time in preparing for it. It felt great to pass. [25:45] Bill also took the James Lam course for CROs. He was in the first cohort. It was a great experience. Learning directly from James is incredible, hearing some of his stories from over the years, and being in a class with other risk professionals, and hearing their stories. [27:17] Lori says that AI is definitely on the Emerging Risk Register at Paychex. It has a very high velocity. The ERM Team has done a number of scenario analyses on the AI side through the years. They just completed another one. [27:36] In addition to AI, there are other emerging risks. Quarterly, the ERM Team issues a Key Risk Profile that highlights the emerging risks on the radar. They plot out all the risks they are monitoring. [28:00] On the radar currently are macroeconomic and geopolitical risks. They are looking at scenarios and repivoting after the election on November 4th. They spent a tremendous amount of time on the geopolitical risk and related macroeconomic impact. It's not going away soon. [28:34] AI is at the forefront. They just had a meeting, going through a scenario analysis on AI impacts. [28:45] Paychex is also leveraging AI. They have a number of tools they are using to build those scenarios. They are looking at controls around the governance structure for AI. It's a disruptor that has a lot of benefits. Disruption can be a great thing! [29:42] Justin asks what mindset they would need for another acquisition of the size of Paycor. Lori says, Stay curious and be involved early. From an ERM perspective, any merger or acquisition is triggered by the strategic objectives of the company.  [30:07] Understand what the goal is. How does this fit into the strategic objectives of the company? Keep your eye on the ball. Often, the other folks in the organization are focused on the details of how to integrate and how to get the deal done. [30:23] It's up to us, as ERM professionals, to keep our eye on the ball. Is this fitting within our risk appetite? Keep your eye on strategic objectives and big-picture risks. [30:36] Bill says curiosity is the biggest characteristic to look for in new team members. Asking questions about why things are happening and why certain things are not happening. And the drive to insert yourself where you need to be to make sure that you're involved and engaged. [31:23] Justin says you've given us a lot to think about, with the ERM Conference coming up on November 17th and 18th. [31:34] The Q&A about Paychex's big win last year is in this interview's show notes. Justin says, It's been a pleasure getting to know you both over the last few years. I look forward to seeing you at another RIMS event. Congratulations again on winning the ERM Award of Distinction. [32:06] Lori says the award is prominently displayed, with a light on it, in the Paychex front lobby. Justin asks for a photo of it displayed to show that it is held in high regard. He says, You both did great. I really appreciate your time. [32:40] Special thanks to Bill Coller and Lori Flaherty of Paychex for joining us today here on RIMScast. A link to their special ERM Q&A Series article, "Risk Optimized Decision-Making at Paychex", is available in this episode's show notes. [33:00] Be sure to look for an upcoming installment of the RIMS-CRMP Stories Series, with Bill Coller, since he is a RIMS-CRMP holder. Congratulations again to them for winning the RIMS ERM Global Award of Distinction in 2024. [33:17] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [33:46] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [34:04] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [34:22] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [34:38] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [34:53] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [35:04] Practice good risk management, stay safe, and thank you again for your continuous support!   Links: RIMS ERM Conference 2025 — Nov. 17‒18 | Register Now Pre-ERM Conference RIMS-CRMP-Prep | Onsite in Seattle, November 15‒16, 2025 RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 RIMS-Certified Risk Management Professional (RIMS-CRMP) The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS Now RIMS ERM Q&A Interview with Bill Coller and Lori Flaherty (2025) "RIMS Honors Three Organizations with the 2024 Enterprise Risk Management Global Award of Distinction" Upcoming RIMS Webinars: RIMS.org/Webinars   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP-FED Exam Prep with AFERM Virtual Workshop — December 3‒4 RIMS-CRMP Exam Prep with PARIMA — December 4‒5, 2025 Full RIMS-CRMP Prep Course Schedule "Applying and Integrating ERM" | Nov 19‒20, 2025 | April 4, 2026 "Leveraging Data and Analytics for Continuous Risk Management (Part I)" | Dec 4. See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes about ERM: "AI and the Future of Risk with Dan Chuparkoff" (RIMS ERM Conference Keynote) "Energizing ERM with Kellee Ann Richards-St. Clair" "Talking ERM: From Geopolitical Whiplash to Leadership Buy-In" with Chrystina Howard of Hub "Shawn Punancy of Delta Flies High With ERM" "Tom Brandt on Growing Your Career and Organization with ERM" "James Lam on ERM, Strategy, and the Modern CRO" "ERM, Retail, and Risk with Jeff Strege" "Bigger Risks with the Texas State Office of Risk Management | Sponsored By Hillwood""ERMotivation with Carrie Frandsen, RIMS-CRMP" "Live from the ERM Conference 2024 in Boston!" "Risk Quantification Through Value-Based Frameworks"   Sponsored RIMScast Episodes: "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant (New!) "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Lori Flaherty, Paychex Bill Coller, Paychex   Production and engineering provided by Podfly.  

1026: What if your company's data could become a public good and a competitive moat? Beaumont Vance, SVP of Data and AI at Paychex, shares how his team transforms payroll and HR data into real-time economic insight, powering everything from AI copilots to U.S. government response efforts. With 1 in 11 U.S. workers on the platform and 39 million client interactions annually, Paychex treats data as infrastructure.

The economy has its cheerleaders and detractors, but one thing that is keeping it propped up is the small businesses of America. The Paychex Small Business Employment Watch shows that despite the hourly earnings growth coming in below 3% for 11 straight months, it has stayed consistent at about 2.7%. This is based on real payroll numbers, and with government job numbers not based on that – and missing last week because of the shutdown – it's important to have reliable job and wage data. Gene Marks shares a new way to measure income data, plus he discusses how data doesn't reflect AI taking people's jobs in America as of yet. Listen to the podcast. Additional Resources Check out how Paychex helps businesses DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

In this episode of THRIVE, Gene Marks sits down with Jason Rose, Senior Vice President of Digital Sales and Marketing at Paychex, to unpack what really drives marketing success. From his unlikely start as a CPA to leading marketing at publicly traded companies, Jason shares insights on building brands that turn customers into evangelists. Discover why “ruthless consistency” beats flashy campaigns, how AI-powered search is improving lead quality, and the one question Jason asks to measure marketing success (hint: it's not about metrics). Whether you're a solo entrepreneur crafting your first Google ad or a seasoned business owner building a marketing department, Jason delivers practical advice you can implement immediately. Year-end is just around corner! Get your payroll in order with this checklist: https://bit.ly/4nzDFb5 Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics Topics include: 00:00 – Episode preview and introduction 01:57 – Jason's career journey from CPA to marketer 05:00 – Marketing strategy and data complexity 07:33 – Companies doing marketing right  10:27 – Beyond leads: Building your brand 13:33 – Why everyone is in marketing 15:37 – Scaling your marketing: Messaging and content strategy 19:15 – SEO in the AI era 24:17 – Paid advertising for small businesses 27:35 - Hiring marketing talent 29:55 - Evaluating marketing performance 32:36 - The future of marketing with AI 35:42 - Marketing as a service organization 37:17 - Jason's dream business 38:03 - Wrap up and thank you DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

The economy looks to have taken a turn in the right direction with Gross Domestic Product showing growth in the second quarter, while consumer spending also increased again. Gene Marks says this is a positive step, but he also warns businesses about relying on statistics that keep getting revised. And speaking of reliability, a major bank reported that nearly one-quarter of businesses are in survival mode and the U.S. Chamber of Commerce reports that 76% of businesses surveyed are comfortable with their cash flow. One thing is for sure, the labor market is softening and if businesses are thinking about recruiting, then TikTok videos might be the way to get the good word out. Listen to the podcast.  Additional Resources Check out how Paychex helps businesses DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.  

Henrik Møller, Managing Director und Rico Wiese, Mergers & Acquisition bei Paychex Europe, sind in dieser SAATKORN Podcast Episode zu Gast.

What is needed for a payroll company to make the Inc. 5000 list and do it four years in a row?In this episode, Matt Vaadi sits down with Chris Caputo, CEO of Zuma Payroll, to uncover the strategies that helped his company earn a spot on the Inc. 5000 list four years running. From carving out a niche in construction and union payroll to going head-to-head with industry giants, Chris shares the mindset and tactics behind Zuma's rapid growth.

Gene Marks sits down with Senior Benefits Manager at Paychex, Tami Tillery, to answer the top questions from a recent webinar on the evolving landscape of employee benefits. They discuss how businesses, particularly in rural and underserved areas, can creatively manage healthcare costs while providing robust employee benefits. A major focus is on leveraging technology and innovative solutions such as telehealth, mobile health units, and AI to enhance employee well-being in a cost-effective manner. Whether you're a small business or a large enterprise, understanding how to effectively manage benefits and costs is crucial. Watch the on-demand webinar, Sustainable Benefit Strategies for Every Business Stage, at: https://bit.ly/4mt98uO Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics Topics include: 00:00: Episode preview 00:41: Overview of the "Sustainable Benefit Strategies" webinar 01:28: Rising healthcare costs insights 02:27: Strategies for rural employers 05:19: Healthcare costs and age groups 07:10: How to pick insurance plan designs from different carriers 10:21: Feasibility and advice for small businesses to offer group insurance 14:33: Getting the right benefits support 20:25: Strategies for rural employers balancing costs and quality 23:50: Predictions on future benefits trends 30:17: Wrap up and thank you DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

The Crisis Killing Service Organizations - And How to Save Them Rotary clubs, Lions International, Chambers of Commerce, and countless other service organizations are dying. Membership is aging out, younger generations aren't joining, and traditional models that worked for decades are failing spectacularly. In this eye-opening episode of Rooted in Revenue, host Susan Finch and guest Miguel de Jesus tackle this crisis head-on. Miguel, a seasoned executive who went from East Harlem public housing to building $2B in revenue at Paychex, brings decades of organizational leadership experience. Susan, running a nonprofit in Oregon while watching service organizations struggle, offers frontline perspective on what's not working. Together, they dissect why Monday noon meetings don't attract busy professionals anymore, how ego-driven leadership kills organizations just like it kills companies, and why value propositions matter more than tradition. But this isn't just about problems - it's about solutions. Discover how to reach students before they graduate, why "actionists beat activists" with younger generations, and how organizations can adapt their models without losing their mission. Whether you're leading a Rotary club, Chamber of Commerce, or any community organization, this conversation offers a roadmap for survival and growth. The future of community service depends on leaders willing to evolve. Are you ready to adapt?   6 Key Points Traditional Models Failing - Monday noon meetings and old networking styles are driving away modern professionals and younger generations Value Proposition Crisis - Service organizations can't answer "what's in it for me?" beyond giving opportunities that don't resonate with everyone Student Engagement Opportunity - Reaching college and high school students creates future members but requires new approaches and connections Actionists Over Activists - Younger generations want hands-on, tangible impact projects rather than traditional meeting-heavy service models Leadership Adaptation Required - Organizations need strategic thinking, not just tactical fixes, to survive the membership crisis Community Connection Missing - Modern mobility and lack of traditional community structures require intentional relationship-building approaches   Miguel de Jesús: Miguel de Jesús transformed from growing up in East Harlem public housing to becoming a powerhouse business executive. His strong family foundation and early discipline through music and sports provided the launching pad for extraordinary career success. After attending Long Island University and Columbia's MBA program, Miguel joined Xerox and rapidly advanced through executive roles. At Paychex, he helped grow the company from $40 million to over $2 billion in revenue while leading 1,500+ team members. Today, Miguel is a sought-after business coach, keynote speaker, and trainer specializing in emotional intelligence and AI-influenced business practices. He serves military special operations personnel transitioning to civilian careers through the Honor Foundation and recently completed five years as Director of Business Development at Cal State University San Marcos. His core values—compassion, competence, achievement, and helping others—drive everything he does as he teaches leaders how to lead with both humility and results.

This week's headline reads like a financial horror story — and unfortunately, it's a true one.

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan a fondo los reportes financieros más recientes de tres gigantes del mercado: Paychex, Micron Technology y Walgreens Boots Alliance. El episodio arranca con un repaso al desempeño de Micron y su revolucionaria memoria HBM, explicando de manera sencilla cómo funciona esta tecnología, por qué es clave en la era de la inteligencia artificial y cómo está impulsando el crecimiento de la compañía.  Luego, el foco se traslada a Paychex tras su adquisición de Paycor, destacando las sinergias, la estrategia de integración y la reacción de los analistas. Finalmente, se aborda el caso de Walgreens, una empresa que atraviesa un proceso de privatización y reestructuración, enfrentando desafíos en ventas y márgenes, y cuya historia refleja la transformación del sector retail en Estados Unidos. A lo largo del episodio,  Andre y Eugenio aportan datos curiosos, contexto histórico y opiniones relevantes para entender no solo los números, sino también las historias y tendencias que están moviendo el mercado en estos días.

APAC stocks traded stronger following the firm lead from Wall Street, with gains capped as traders were cautious amid the fragility of the Israel-Iran ceasefire.Geopolitical newsflow was relatively light in APAC hours, with no hostile incidents seen between Israel and Iran; “There have been no [US] sanctions lifted on Iran,” said Fox Business' Lawrence, in reference to President Trump's post suggesting China could continue to buy oil from Iran.Fed Chair Powell said they would expect to see meaningful inflation effects from tariffs in June, July, and August. He added that if those effects failed to materialise, it could lead to an earlier rate cut.BoJ board member Tamura said that if upward price risks heightened, the BoJ could face a situation where it would need to raise rates decisively, even if uncertainty remained high, adding that he does not see 0.5% as a barrier for BoJ rate hikes.Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.Looking ahead, highlights include US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli, Pill, Greene; Fed's Powell; US President Trump, Supply from Italy, UK, US, and Earnings from General Mills, Paychex, Micron, Babcock.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.European bourses are mixed in quiet newsflow whilst US futures hold around the unchanged mark.USD looks to claw back recent losses. EUR/USD pulls back from multi-year high.USTs await Powell part 2 and details from the NATO summit; Bunds are pressured and currently towards session lows.Crude bid but still at the trough of recent parameters, metals marginally firmer.Looking ahead, US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli; Fed's Powell; US President Trump, Supply from the US, and Earnings from General Mills, Paychex, Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Celso Otero, gestor de fondos de Renta 4, analiza la situación de las compañías Fedex, General Mills, Paychex, Micron Technology y Lockheed Martin.

Defining the Skills that Matter in the Age of AIHosts: Steve Boese and Trish SteedGuest: Caitlin MacGregor, CEO, Plum SummaryIn this episode of At Work in America, Steve Boese and Trish Steed engage with Caitlin McGregor, CEO of Plum, to discuss the innovative approach of Plum in assessing durable skills and the impact of AI on the workforce. They explore how organizations can better match employees to roles that suit their strengths and the importance of shifting towards skills-based hiring in a rapidly changing job market. Chapters00:00 Introduction to Plum and Its Vision03:31 Understanding Durable Skills and Their Importance07:49 Enhancing Productivity Through Skill Matching12:07 AI's Impact on Career Paths and Entry-Level Jobs16:28 The Role of AI in Transforming Work Dynamics 21:11 Common Language for Skills and Self-Awareness26:48. Skills-Based Hiring and a New Approach to Talent Management Create your own Plum Profile HEREThank you for your continued support of the show and subscribe wherever you get your podcasts! The HR Happy Hour Network is sponsored by Workhuman.HR is about to change for good with the power of Human Intelligence.By combining AI and the rich data of Workhuman's #1 rated employee recognition platform, Human Intelligence answers HR's most demanding needs……unlocking insights and capabilities that redefine talent management, cultural transformation, and employee engagement — ultimately elevating performance and, above all, people.The future of HR has arrived. Will you – and your company – be a part of it?Learn about Human Intelligence at Workhuman.com and join their force for good. This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes.Are you ready to crush the year ahead? The 2025 Priorities for Business Leaders Report from our friends at Paychex is here, and it's packed with insights from 600 companies on how to drive growth and get ahead.This isn't your average data dump — it includes actionable strategies on everything from attracting new hires to improving employee retention, managing HR compliance, and leveraging technology to stay competitive. If you want to stay ahead of the curve and tackle 2025 with confidence, download the report today at paychex.com/awia.It's free, it's insightful, and it might just give you the edge you need.

You may remember that we talked about the Great Resignation a little while back on Do You Really Know. The trend saw millions of workers across the US quit their jobs in 2021 and 2022 in particular, with a similar pattern being seen in other Western countries too. Well it might have seemed like a great idea at the time for a lot of those resignees, but it hasn't been all rosy for some of them since. A 2023 survey by American HR solutions provider Paychex suggested that as many as 80% of workers who quit during the Great Resignation already regretted their decision to do so. There's always a good reason for having left a job though, isn't there? Surely, it's better to leave the past in the past?! Is the boomeranging trend really that common? What do employers stand to gain from taking back boomerang employees? In under 3 minutes, we answer your questions! To listen to the last episodes, you can click here: What is auto-brewery syndrome? What are five foods that make us happy? What is the Queer movement? A podcast written and realised by Joseph Chance. First Broadcast: 21/6/2024 Learn more about your ad choices. Visit megaphone.fm/adchoices

“It wouldn't surprise me. No, it would be exciting.”That was Adam Ante's initial response when asked if five years from now, he could imagine himself still in the C-suite—but not as a CFO. The comment seemed to linger in the air, hinting at a deeper current in his career journey. Ante, who had led Paycor through an IPO, a pandemic, and most recently, a $4.1 billion sale to Paychex, wasn't just closing out a CFO chapter—he may have been opening something entirely new.While he later softened the sentiment, suggesting he might be surprised if he moved beyond finance, his earlier candor revealed a finance leader attuned to operations—and perhaps transformation.Years earlier, Ante had flown weekly to Colorado, struggling to integrate a newly acquired company. “I felt like I was failing,” he tells us. The lesson was hard-won: strategy and spreadsheets are meaningless unless you can move people with them. That shift—from financial executor to business operator—has defined his trajectory ever since.His strategic mindset matured further with Extreme Ownership, a book he credits with changing how he approached leadership, cross-functional collaboration, and results.Now, as the dust settles on Paycor's acquisition, Ante's priorities have shifted once again—to preserving what works, aligning teams, and honoring the customer experience.

The outlook from the Federal Reserve is that everything is on target, so they aren't budging interest rates. Not great news, according to Gene Marks, for small business trying to secure cheaper funding, but at least they feel the economic outlook is good. Over at the EEOC, executive orders from the new administration have businesses scrambling around DEI activities. Plus, Paychex releases a report on small business sentiment around AI, finding 72% have a good attitude toward its use. And any excuse you are using to get out of work might have been used 3,200 years ago. Listen to podcast for more details. AI for Small Businesses: Impact and Sentiment - https://bit.ly/4liZCuz DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

How will the latest executive orders affect your business? Tune into this episode of THRIVE, where Gene chats with Sarah Faye Pierce, Head of Government Relations at Paychex. Sarah breaks down what executive orders are, how they influence regulations, and what they could mean for small and mid-sized businesses like yours. From tariffs to DEI, they cover critical updates to help you stay informed and compliant. You'll also learn practical tips for advocating for your business, connecting with policymakers, and navigating uncertain times with trusted resources. For more insights on how the new administration's policies may impact your business, register for our First 100 Days webinar: https://bit.ly/3FEWlVU Topics include: 00:00 – Episode preview and welcome 01:13 – Sarah explains her role advocating for small businesses 03:21 – What is a federal executive order? 04:40 – Who needs to follow executive orders? Understanding the reach 06:53 – DEI and executive orders: What private businesses need to know  11:43 – Small business implications of tariffs and trade policies 13:42 – Planning ahead for potential tariffs 15:18 – Executive orders impacting immigration and regulation changes  17:47 – Where business owners can turn for guidance on executive orders 19:43 – Advocacy tips for small businesses 21:07 – Wrap up and thank you DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

The Pursuit of Humanity: AI and People Creating Truly Diverse WorkplacesHosts: Steve Boese and Trish SteedGuest: Torin Ellis, Advisor, Consultant, Coach, & Speaker SummaryIn this episode, Steve Boese and Trish Steed welcome Torin Ellis to discuss the critical topics of diversity, equity, and inclusion (DEI) in the workplace. They explore the importance of trust, the role of artificial intelligence in reducing bias, and the need for HR professionals to take action in fostering an inclusive environment. Torin emphasizes that DEI is not just a program but a fundamental effort that requires commitment from all levels of an organization. The conversation also touches on the challenges faced by HR leaders and the hope for progress in creating a more equitable workplace.Chapters00:00 Diversity, Equity, and Inclusion: The Acronym Debate08:15 Trust in the Workplace: Building Blocks of Humanity11:30 The Role of AI in Reducing Bias17:28 The Importance of Inclusion for Everyone20:35 Taking Action: Practical Steps for HR Leaders26:32 Hope and Progress in Diversity Efforts29:32 Conclusion and Future DirectionsThank you for your continued support of the show and subscribe wherever you get your podcasts! The HR Happy Hour Network is sponsored by Workhuman.HR is about to change for good with the power of Human Intelligence.By combining AI and the rich data of Workhuman's #1 rated employee recognition platform, Human Intelligence answers HR's most demanding needs……unlocking insights and capabilities that redefine talent management, cultural transformation, and employee engagement — ultimately elevating performance and, above all, people.The future of HR has arrived. Will you – and your company – be a part of it?Learn about Human Intelligence at Workhuman.com and join their force for good. This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes.Are you ready to crush the year ahead? The 2025 Priorities for Business Leaders Report from our friends at Paychex is here, and it's packed with insights from 600 companies on how to drive growth and get ahead.This isn't your average data dump — it includes actionable strategies on everything from attracting new hires to improving employee retention, managing HR compliance, and leveraging technology to stay competitive. If you want to stay ahead of the curve and tackle 2025 with confidence, download the report today at paychex.com/awia.It's free, it's insightful, and it might just give you the edge you need.

DEI Strategy and Leadership Accountability for a Changing WorkplaceHosts: Steve Boese and Trish SteedGuest: Dr. Christie Smith, Advisor, Founder of The Humanity Studio, Author of the USA Today Best Seller Essential, and Speaker SummaryIn this episode, Steve and Trish speak with Dr. Christie Smith to explore the evolution of DEI in the workplace, the challenges leaders face in implementing these initiatives, and the economic implications of employee engagement and inclusion. Christie shares her insights from her extensive experience at Apple and Accenture, emphasizing the importance of creating a culture of belonging and the need for leaders to adapt to the changing expectations of a diverse workforce. The conversation also touches on the societal pressures companies face today and the role of social media in holding organizations accountable for their commitments to DEI. Chapters00:00 Introduction to DEI and Leadership Challenges08:26 The Importance of Diversity in Product Development11:15 Understanding DEI: Diversity, Equity, Inclusion, and Belonging17:33 Navigating Leadership in a Disruptive Environment23:22 The Future of Corporate Responsibility and Activism 32:27 Navigating DEI Challenges41:36. Economic Imperatives of Employee EngagementThank you for your continued support of the show and subscribe wherever you get your podcasts!The HR Happy Hour Network is sponsored by Workhuman.HR is about to change for good with the power of Human Intelligence.By combining AI and the rich data of Workhuman's #1 rated employee recognition platform, Human Intelligence answers HR's most demanding needs……unlocking insights and capabilities that redefine talent management, cultural transformation, and employee engagement — ultimately elevating performance and, above all, people.The future of HR has arrived. Will you – and your company – be a part of it?Learn about Human Intelligence at Workhuman.com and join their force for good.This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes.Are you ready to crush the year ahead? The 2025 Priorities for Business Leaders Report from our friends at Paychex is here, and it's packed with insights from 600 companies on how to drive growth and get ahead.This isn't your average data dump — it includes actionable strategies on everything from attracting new hires to improving employee retention, managing HR compliance, and leveraging technology to stay competitive. If you want to stay ahead of the curve and tackle 2025 with confidence, download the report today at paychex.com/awia.It's free, it's insightful, and it might just give you the edge you need.

On this episode Joe speaks with Gene Marks about how the DOGE initiative is shaking up government spending and prompting a reexamination of fiscal policies that impact the accounting profession and small businesses. Gene breaks down the effects of IRS layoffs and ERC uncertainties offering strategic insights for navigating these turbulent economic shifts. About Gene Marks A past columnist for both The New York Times and The Washington Post, Gene now writes regularly for The Hill, The Philadelphia Inquirer, Forbes, Entrepreneur Magazine, The Washington Times, and The Guardian.  Gene has written 5 books on business management, specifically geared towards small and medium sized companies. His most recent is Want More Cash?: 100+ Ideas And Strategies For Increasing Your Company's Cash Flow This Year. Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses.  Gene also hosts a very popular podcast with Paychex. To listen to the latest episodes, visit www.paychex.com/podcasts Resources mentioned during the show Gene Marks' consolidated website The World Trade Center Association Walter Isaacson's biography on Elon Musk Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast

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

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

Protecting our Children: What You Need to KnowHosts: Steve Boese and Trish SteedGuest: Gavin Portnoy, Vice President of NCMEC's Strategic Advancement & Partnerships Division SummaryIn this episode, Steve and Trish discuss the critical work of the National Center for Missing and Exploited Children (NCMEC) with Gavin Portnoy. They explore the organization's mission to protect children from online exploitation, the importance of parental awareness, and the resources available for prevention. The conversation highlights the evolving dangers children face in the digital age, the role of technology in child safety, and the need for community engagement and legislative support to combat these issues effectively. Chapters00:00 Introduction to NCMEC05:17 Importance of Online Safety for Children07:53 Preventative Measures Against Online Exploitation13:40 Resources for Parents and Caregivers19:12 The Role of Technology in Child Safety 24:42 How Organizations can Support the CauseThank you for your continued support of the show and subscribe wherever you get your podcasts!The HR Happy Hour Network is sponsored by Workhuman.HR is about to change for good with the power of Human Intelligence.By combining AI and the rich data of Workhuman's #1 rated employee recognition platform, Human Intelligence answers HR's most demanding needs……unlocking insights and capabilities that redefine talent management, cultural transformation, and employee engagement — ultimately elevating performance and, above all, people.The future of HR has arrived. Will you – and your company – be a part of it?Learn about Human Intelligence at Workhuman.com and join their force for good.This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes.Are you ready to crush the year ahead? The 2025 Priorities for Business Leaders Report from our friends at Paychex is here, and it's packed with insights from 600 companies on how to drive growth and get ahead.This isn't your average data dump — it includes actionable strategies on everything from attracting new hires to improving employee retention, managing HR compliance, and leveraging technology to stay competitive. If you want to stay ahead of the curve and tackle 2025 with confidence, download the report today at paychex.com/awia.It's free, it's insightful, and it might just give you the edge you need.

In this compelling episode, Mike O'Neill and Steve Stookey explore the evolution of corporate training, with Mike drawing from his extensive HR background to highlight how tracking compliance has transformed through modern learning management systems.Steve Stookey, co-founder of CypherWorx and former Paychex training leader, reveals how organizations are revolutionizing their training programs through strategic online learning solutions. With 23 years of experience developing training for one of America's top 100 training organizations, Steve shares powerful insights into creating engaging, effective digital learning experiences that drive real business results.In this enlightening conversation with Mike O'Neill, Steve breaks down how the YMCA of Rochester transformed their three-day in-person onboarding into a streamlined half-day program, dramatically reducing costs while improving training effectiveness. He explains how modern learning management systems integrate seamlessly with existing HR platforms to automatically assign, track, and measure training impact across organizations.Key Insights to Look Out For:• How blending online and in-person training creates more engaging learning experiences that boost knowledge retention by up to six times• The critical elements that make online training stick - from micro-learning segments to interactive elements that appeal to different learning styles• Why measuring training ROI through detailed efficacy studies helps secure executive buy-in and drives organizational transformationWhether you're looking to reduce training costs, improve employee retention, or create a stronger learning culture in your organization, this episode provides actionable strategies you can implement immediately. Listen now to learn how leading companies are leveraging modern training solutions to develop their teams more effectively while saving significant time and money.Find all the show notes and links here: https://www.unstuck.show/206

Join this episode to hear what Grinds #BADIeDaddy's Gears – Some must-hear advice and a breakdown of the 5 Pillars of Modern Payroll and thePayroll Profession Confidence Index being run by the one and only Pete Tiliakos

Is your business capitalizing on SECURE 2.0? On this episode of THRIVE, Gene sits down with Zachary Keep, Manager of Risk Compliance at Paychex, to unpack the game-changing potential of SECURE 2.0. From tax credits that make setting up a 401(k) basically free to the introduction of auto-enrollment, this legislation is transforming how small businesses attract and retain employees. Zach breaks down how these key provisions can make a lasting difference for your employees — and your bottom line.   Topics include: 00:00 – Episode preview and welcome 01:12 – What is SECURE Act 2.0? 02:45 – SECURE 2.0 incentives for employers 03:12 – Tax credits for new retirement plans 05:22 – Matching contribution incentive structure 06:42 – New auto-enrollment rules 07:58 – Automatic escalation explained 09:31 – Rothification of catch-up contributions 11:51 – State mandated retirement plans 14:21 – SECURE 2.0 key takeaways 15:14 – Wrap up and thank you   12 retirement trends you need to know for 2025: https://bit.ly/3WVT3DD   More regulatory changes every business should prepare for this year: https://bit.ly/4gfFWE6   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

In this episode of the Latinx Business Show, host Randy Gomez interviews Sharlene Dominguez, a senior business consultant at Paychex. They discuss the importance of payroll compliance, the role of business consultants in supporting small businesses, and the unique challenges faced by Latino business owners. Sharlene shares insights on choosing the right payroll provider, the significance of customer service, and the need for compliance in payroll processing. The conversation also touches on year-end considerations for business owners and the differentiation between payroll and HR services. If you wish to contact Sharlene you can email her at ⁠sdominguez@paychex.com#Payroll #First-TimeEmployers #BusinessConsulting #TaxCompliance #PayrolServices #CustomerSupport #DigitalPayroll #SmallBusiness #LatinxCommunity #Efficiency #Business #Payroll #LatinoMarket #Communication #Compliance #HR #Resources #Education #Year-EndPlanning #Retirement

Modern Leadership: Lessons from The Leader-Shift PlaybookHosts: Steve Boese and Trish SteedGuest: Phil Wilson, CEO of LRI Consulting Services, Inc. and Founder of Approachable Leadership SummaryIn this episode of the At Work in America podcast, hosts Steve and Trish chat with Phil Wilson, a leadership expert and author, to explore the nuances of effective leadership. They discuss the significance of vulnerability in leadership, the concept of the 'hero assumption,' and actionable strategies for leaders to foster better connections with their teams. Phil shares insights from his new book, 'The Leader-Shift Playbook,' highlighting practical exercises that can transform leadership styles and improve workplace culture. Chapters00:00 Introduction to Leadership Conversations04:08 Phil Wilson's Leadership Journey07:27 Leadership and Workplace Relationships10:40 Vulnerability in Leadership16:49 Empowering Team Members 22:00 Believing in your Team24:05 Organizational Support for Leaders28:54 Actionable Leadership ExercisesThank you for your continued support of the show and subscribe wherever you get your podcasts!The HR Happy Hour Network is sponsored by Workhuman.HR is about to change for good with the power of Human Intelligence.By combining AI and the rich data of Workhuman's #1 rated employee recognition platform, Human Intelligence answers HR's most demanding needs……unlocking insights and capabilities that redefine talent management, cultural transformation, and employee engagement — ultimately elevating performance and, above all, people.The future of HR has arrived. Will you – and your company – be a part of it?Learn about Human Intelligence at Workhuman.com and join their force for good.This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes.Are you ready to crush the year ahead? The 2025 Priorities for Business Leaders Report from our friends at Paychex is here, and it's packed with insights from 600 companies on how to drive growth and get ahead.This isn't your average data dump — it includes actionable strategies on everything from attracting new hires to improving employee retention, managing HR compliance, and leveraging technology to stay competitive. If you want to stay ahead of the curve and tackle 2025 with confidence, download the report today at paychex.com/awia.It's free, it's insightful, and it might just give you the edge you need.

Dollars and Sense in the WorkplaceHosts: Steve Boese and Trish SteedGuest: Ilyce Glink, Founder & CEO of Best Money Moves SummaryIn this episode, Steve and Trish discuss the importance of financial wellness in the workplace with Ilyce Glink from Best Money Moves. They explore how financial stress impacts employee mental health and productivity, the evolution of financial wellness tools, and the role of employers in providing financial education to their employees. They highlight the need for personalized financial solutions and the integration of AI in financial wellness programs, as well as the importance of privacy and security in handling financial information. Chapters00:00 Introduction to Financial Wellness03:00 The Evolution of Financial Wellness Tools05:56 Understanding Financial Stress and Its Impact12:02 Generational Perspectives on Financial Wellness14:56 The Connection Between Financial and Mental Health18:00 Privacy and Security in Financial Wellness24:01 The Importance of Holistic Financial Support26:56 Future Trends in Financial WellnessThank you for your continued support of the show and subscribe wherever you get your podcasts!This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes. Here's a stat for you: 85% of businesses are expecting higher revenue this year, but many are still worried about economic uncertainty, talent shortages, and rising costs. Sound familiar? That's why you need to check out the results of the sixth annual Priorities for Business Leaders survey from our friends at Paychex. They've surveyed companies just like yours to uncover the top challenges and strategies driving business success in 2025 — from streamlining HR tasks to setting employees up for growth. Curious? Head to paychex.com/awiato read the full report. Don't just guess your priorities — know them.

Taxes are changing — what does that mean for your business? On this week's episode of Paychex THRIVE, Gene Marks chats with Stephen Dombroski, Senior Compliance Manager at Paychex, to break down the critical tax changes coming as the Tax Cuts and Jobs Act approaches its expiration. From bonus depreciation to the Section 199A deduction (and everything in between), Stephen shares what these changes might mean for your business, your employees, and even your personal finances. Whether you're planning capital investments, thinking about R&D credits, or just trying to stay ahead of tax changes, this episode is packed with expert advice to help you prepare.   Topics include: 00:00 – Episode preview and welcome 01:03 – Discussion on Tax Cuts and Jobs Act (TCJA) 02:20 – Provisions of TCJA 04:42 – Impact of fluctuating TCJA depreciation policies 06:35 – Potential bipartisan tax deal and its outcomes 08:29 – Individual income tax changes 10:36 – Future tax changes and employer considerations 12:37 – Employee Retention Credit discussion 14:18 – Implications of possible changes to estates taxes and the Work Opportunity Tax Credit 15:34 – Advice on preparing for tax changes 17:39 – Wrap up and thank you   14 ways to save on small business taxes in 2025: https://bit.ly/3CoMNgy   Regulatory changes every business should know and prepare for this year: https://bit.ly/4gfFWE6   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

At Work in America - Embracing Flexibility and Remote Work: Lessons from the Real Estate IndustryHosts: Steve Boese and Trish SteedGuest: Tanya Reu-Narvaez, Chief People Officer, Anywhere Real Estate Inc. SummaryIn the 17th season of the At Work in America podcast, Steve Boese and Trish Steed learn more about the real estate industry with Tanya Reu-Narvaez, Chief People Officer at Anywhere Real Estate. They highlight the industry's high turnover, the importance of a growth mindset for real estate agents, and the shift towards remote and flexible work post-pandemic. They also emphasize the need for human-centric leadership, transparency, and leveraging technology like Gen AI to enhance productivity and employee engagement. The conversation also touches on the future of work, including the importance of automation, skill shifts, and the global workforce. Chapters01:12. Paychex Acquisition and Economic Concerns03:51 Real Estate Industry Overview16:23 Remote Work and Flexibility in the Real Estate Industry20:27 Leadership and Connection in a Remote Environment34:31 Future Trends and Opportunities in HR Thank you for your continued support of the show and subscribe wherever you get your podcasts!This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes. Here's a stat for you: 85% of businesses are expecting higher revenue this year, but many are still worried about economic uncertainty, talent shortages, and rising costs. Sound familiar? That's why you need to check out the results of the sixth annual Priorities for Business Leaders survey from our friends at Paychex. They've surveyed companies just like yours to uncover the top challenges and strategies driving business success in 2025 — from streamlining HR tasks to setting employees up for growth. Curious? Head to paychex.com/awiato read the full report. Don't just guess your priorities — know them.

At Work in America - Happy New Year 2025!Hosts: Steve Boese and Trish SteedSummaryIn this episode, Steve Boese and Trish Steed kick off 2025 by reflecting on the Rose Parade, discussing personal best days, and exploring the Pantone Color of the Year, Mocha Moose. They discuss the 2025 Trends Report, highlighting key themes such as caregiving, technology, and workplace dynamics. The conversation wraps up with aspirations for the new year, emphasizing the importance of empathy and creative approaches to personal growth.Chapters00:00 Welcome to 2025: A New Year Begins06:22 Best Day Ever: Personal Reflections12:26 Color of the Year: Mocha Moose and Trends18:27 2025 Trends Report: Insights and Predictions24:24 Words for the Year: Aspirations and GoalsThank you for your continued support of the show and subscribe wherever you get your podcasts!This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes. Here's a stat for you: 85% of businesses are expecting higher revenue this year, but many are still worried about economic uncertainty, talent shortages, and rising costs. Sound familiar? That's why you need to check out the results of the sixth annual Priorities for Business Leaders survey from our friends at Paychex. They've surveyed companies just like yours to uncover the top challenges and strategies driving business success in 2025 — from streamlining HR tasks to setting employees up for growth. Curious? Head to paychex.com/awia to read the full report. Don't just guess your priorities — know them.

What's the secret to making AI work for your business? According to Beaumont Vance, Senior Vice President of Data, Analytics, & AI at Paychex, it all starts with one crucial element: high-quality data.  On this week's episode, Beaumont joins Gene to explore the incredible potential of AI for small and medium-sized businesses. From understanding the critical role of clean data to the innovative ways businesses can use AI to transform recruiting and decision making, Beaumont breaks it all down.     Topics include: 00:00 – Episode preview and welcome 01:07 – Introduction of guest Beaumont Vance and explanation of role 02:27 – The critical role of quality data for AI success 05:04 – What's next for AI at Paychex? 06:51 – AI transformer models explained 09:12 – How small businesses can compete using AI tools  13:07 – Reinventing recruiting with AI 17:48 – Practical advice for leveraging AI tools  20:17 – The challenges of bad data 23:57 – The rising importance of voice-to-text technology 26:33 – Where should businesses start with AI? 27:42 – Balancing automation with human touch in customer service 33:35 – Privacy concerns with AI data 36:45 – Key questions to assess the quality of AI providers  39:28 – Wrap up and thank you   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

The job report was good, but why is that bad? Before we go into why the good report was bad, let's talk about some of the data. The expected number of payrolls was 155,000, which came in well above that at 256,000 jobs for the month of December and also increased from November when it was 212,000 jobs. This high increase in payrolls caused unemployment to drop to 4.1% and came along with an increase in average hourly earnings of 0.3% for December. Over the last 12 months average hourly earnings have increased 3.9%, which is a decent number, but just under the expected growth in average hourly earnings. Job Growth was seen in healthcare with an increase of 46,0000 jobs. That was followed by leisure and hospitality which saw an increase of 43,000 jobs and government jobs, which includes Federal, state and local jobs were up 33,000. Because it was a holiday season there was an increase in retail jobs of 43,000 after the loss of 29,000 jobs in November. There are always revisions to the previous two months, but there was not much change here as October saw an increase of 7000 jobs and the November report was actually cut by 15,000 jobs which produced a total decline of only 8000 jobs for the past two months. Because the job report was so good compared to expectations, this put fear in the stock market and bond market that there may not be any interest rate cuts until the fall of this year. This also led to concerns that we could maybe see more inflation going forward. Maybe that makes sense for traders to sell, but investors should want a strong economy. That means your businesses will sell more goods and services and increase their profits. Interest sensitive equities like real estate were hit pretty hard with a good job report and banks also had a little trouble digesting the good report and declined as well. For investors I think this is a good report because it shows strength in the economy and based on the recent job openings from the JOLTS report, I think 2025 will be a good investment year for investors in fairly valued equities, but you will see a lot of scary volatility, which smart investors should use as a buying opportunity.   Job openings report sends the market lower! The JOLTs report, which stands for Job Openings and Labor Turnover Survey showed an impressive increase in job openings in the month of November to 8.096 million. This easily topped the estimate of 7.65 million and October's reading of 7.839 million, which was revised upward from the initial number of 7.744 million. While this points to a labor market that has continued to remain strong, there were some indications of softening. On a year-over-year basis, job openings fell by 833,000 and the quits rate moved from 2.1% in October to 1.9% in November. This indicates workers are less confident in finding another job if they quit their current one, which should put less pressure on wage inflation. The resiliency in the labor market is concerning for those that are looking for more rate cuts as a strong labor market allows the Fed to be patient and wait for inflation to cool further. The news paired with a December US services sector report that showed faster-than-expected growth and higher prices paid caused the ten-year Treasury to climb to around 4.7%. This spooked many speculative areas of the market including technology and cryptocurrencies.   Apple Intelligence, maybe not so intelligent? Apple's AI system, also known as Apple Intelligence, has been having some issues and has been spreading fake news. One of the AI features for iPhones summarizes users' notifications, but some of the news stories it has been summarizing has been completely inaccurate. It recently attempted to summarize a BBC News notification that falsely claimed British darts player Luke Littler had won the championship. Unfortunately, this came a day before the actual tournament's final, which Littler did end up winning. Maybe Apple Intelligence is so good it can predict the future? This was not the only false story though as Apple Intelligence has now wrongly claimed that Tennis star Rafael Nadal had come out as gay, Luigi Mangione, the man arrested following the murder of UnitedHealthcare CEO Brian Thompson, had shot himself, and that Israeli Prime Minister Benjamin Netanyahu had been arrested. The BBC in particular has been trying for a month to get Apple to fix the problem. In response, Apple apparently told the BBC it's working on an update that would add clarification that shows when Apple Intelligence is responsible for the text displayed in the notifications. This compares to the current situation where generated news notifications show up as coming directly from the source. To me this doesn't sound like a good solution as it doesn't solve the problem and most people likely wouldn't read past the headline anyway. This could still make the news organizations look bad, which I'm sure they are trying to avoid. Personally, I'm still not seeing the need to upgrade to the new iPhone, especially if these new AI features don't provide any value. From an investment standpoint, as you likely know we still believe Apple is extremely expensive trading at nearly 30x future earnings and would not recommend the stock at this time.   The tariffs are coming, who could get hurt? The retail industry will take a big hit on profits. It is estimated that about 23% of durable consumer goods like refrigerators, washers and dryers are connected to imported goods. About 19% of non-durable goods such as diapers, clothing, shoes and towels have some sort of dependency on imported products. These could be slightly higher because the only data available was from the Federal Reserve Bank of San Francisco that came out in a 2019 study. You may think that technology and the Mag Seven will be immune from the hit to profits, but even they could face problems. Nvidia has a 76% gross margin so they should be able to absorb most, if not all of any tariffs that come their way. Apple has half the gross profit margin of Nvidia at 37% and most of their products are built in China, which could be a huge dilemma for Apple. It is no guarantee but last time around the CEO of Apple, Tim Cook, was able to get an exemption on their products. Will that happen in 2025? That's the big question. If they don't get the exemption, their stock could take a massive hit that could be more than Apple investors have seen in a while. If you're an Apple investor, you may want to use the sophisticated investing technique of crossing your fingers and anything else you're able to cross as well and hope for the best. With the other Mag Seven such as Microsoft, Alphabet, Amazon and Meta, their products are safe but keep in mind that combined they spent roughly $200 billion in capital expenditures in the most recent quarter and about 60% was on imported equipment. The other industry that could take a big hit would be carmakers, such as Ford, General Motors and Stellantis and we could see hits to the operating profits anywhere from 20 to 30%. The big fear here is the estimate is between 50 to 70% of parts for the popular cars sold in the U.S. come from Canada or Mexico. Experts estimate that the consumers will see about a 6% increase in the price of new cars sold here in the US. I can't even imagine what the increase on the price of a car will be if it's a full import like a Porsche, Maserati or Ferrari. The good news is that the economy in the US is far stronger than Europe, China and Mexico, so we can weather the storm and be in a better negotiating position than those countries. With that said, I do believe we will go through some pain before things get better. I also believe if you have equities with high valuations in your portfolio that are affected by the tariffs, they could take a much larger hit than your low valuation companies that pay dividends.   Changes to Catch-Up Contributions Every year the contribution limits for retirement accounts increase.  This year is a little different because one of the provisions from the Secure Act 2.0 is now active.  If you are under the age of 50, your contribution limit for an employer sponsored retirement plan like a 401(k) is now $23,500, an increase of $500 from 2024.  If you will be 50 or older by the end of the year, you may make an additional catch-up contribution of $7,500 which means your total contribution limit is now $31,000.  However, starting in 2025 thanks to the Secure Act 2.0, if you are between the ages of 60 and 63, you may make a catch-up contribution of $11,250 rather than $7,500, meaning your total contribution limit is $34,750.  This age range is based on how old you will be at the end of the year, so if you are turning 60 this year, you are eligible to contribute the entire $34,750.  However, if you are currently 63 but will be turning 64 this year, you may only contribute $31,000.  If you are wanting to max out your retirement plan, make any necessary adjustments to your payroll contributions now so you don't have to scramble at the end of the year.  This addition catch-up contribution was implemented to help older workers prepare for retirement, but I don't see how this will make much of a difference for anyone.  It increases the contribution limit by $3,750 for 4 years, which is a total of $15,000.  An extra $15,000 is not going to make or break anyone's retirement, especially considering we already the option of funding non-retirement investment accounts after maxing out retirement accounts.   Companies Discussed: Expand Energy Corporation (EXE), Paychex, Inc. (PAYX), Cintas Corporation (CTAS) & United States Steel Corporation (X)

The Shred is a weekly roundup of who's raised funds, who's getting acquired and who's on the move in the world of recruitment. The Shred is brought to you today by Jobcase.

On this special ‘HR Tech Marketplace Quick Take' episode, Pete and Julie discuss the recent announcement by Paychex to acquire HCM technology provider and competitor Paycor for $4.1B. They discuss the acquisition by the numbers, sharing insights on what it means for the new couple, what Paycor brings and why it makes sense for Paychex, how the marriage impacts the broader marketplace and the Paychex GTM. Plus, tips for buy-side leaders and organizations considering or already a customer of Paycor. Paychex Press Release on its acquisition of Paycor: https://www.paychex.com/newsroom/news-releases/paychex-enters-agreement-to-acquire-paycor Connect with the show: WRKDefined: https://wrkdefined.com/podcast/hr-payroll-20 LinkedIn: http://linkedin.com/company/hr-payroll-2-0 X: @HRPayroll2_0 @PeteTiliakos @JulieFer_HR

New formed EOR company Employer.com has acquired small business accounting platform Bench. https://hrtechfeed.com/employer-com-acquires-bench-accounting/ Humareso, a global leader in human resources consulting and talent development solutions, is thrilled to announce its acquisition of Rhabit Analytics, a cutting-edge provider of employee performance and engagement analytics. This strategic acquisition underscores Humareso's commitment to delivering data-driven, innovative solutions that empower organizations to unlock the full potential of their workforce. https://hrtechfeed.com/humareso-acquires-rhabit-analytics/ Paychex, Inc.  an industry-leading human capital management (HCM) company delivering a full suite of technology and advisory solutions in human resources, employee benefit solutions, insurance, and payroll today announced it has entered into a definitive agreement to acquire Paycor HCM, a leading provider of HCM, payroll and talent software in an all-cash transaction for $22.50 per share, representing an enterprise value of approximately $4.1 billion. Both are publicly traded companies on the Nasdaq. https://hrtechfeed.com/its-official-paychex-enters-into-definitive-agreement-to-acquire-paycor/ Joe shaker from shaker recruitment marketing announced this week that they entered into an exclusive agreement with JobAdX, a job distribution tool managed by a team of exceptionally smart people who share our values of client service, partnership, and doing what's right.  https://hrtechfeed.com/shaker-acquires-jobadx/  

US equity futures are slightly firmer, following Friday's gains. European markets are trading higher. Asian equities ended mixed as optimism in South Korea and Taiwan tech sectors was offset by losses in Japan and China. Focus this week shifts to key US economic updates and policy signals. Markets will also monitor the 119th Congress for any developments on fiscal policy and Trump 2.0 legislative priorities. Other themes include positioning tailwinds, seasonal strength, and ongoing concerns about China's economic outlook and tariff risks. Treasury supply and macro surprise momentum will also be closely watched as the week unfolds.Companies Mentioned: Paycor HCM, Paychex, Smart Share Global, Colombier Acquisition Corp. II

Creating Stronger Communities through Faith-based LeadershipHosts: Steve Boese & Trish SteedGuest: Dave Schunk, President & CEO of Volunteers of America ColoradoSummary Today, Steve and Trish met with Dave Schunk from Volunteers of America Colorado about faith-based leadership in the modern workplace.* Career transition from private sector to nonprofit* Career development, relationships, and financial management* Serving the homeless and food insecure in Colorado, with a focus on VOA's ministry and culture* Senior programs, including handyman and meals delivery* Importance of volunteering and giving back to your community Thank you for your continued support of the show and subscribe wherever you get your podcasts! This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes. As we wrap up 2024, don't you just love the feeling of checking off those pesky year-end tasks? That's where the 2024 Year-End Payroll Checklist from Paychex comes in! Whether it's important reporting deadlines, necessary tax forms, or compensation updates, it's packed with all the essentials to help you breeze through those year-end must-dos. Download your free checklist today at paychex.com/awia.

Creating Stronger Communities through Faith-based Leadership Hosts: Steve Boese & Trish Steed Guest: Dave Schunk, President & CEO of Volunteers of America Colorado Today, Steve and Trish met with Dave Schunk from Volunteers of America Colorado about faith-based leadership in the modern workplace. * Career transition from private sector to nonprofit * Career development, relationships, and financial management * Serving the homeless and food insecure in Colorado, with a focus on VOA's ministry and culture * Senior programs, including handyman and meals delivery * Importance of volunteering and giving back to your community Thank you for your continued support of the show and subscribe wherever you get your podcasts! This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes. As we wrap up 2024, don't you just love the feeling of checking off those pesky year-end tasks? That's where the 2024 Year-End Payroll Checklist from Paychex comes in! Whether it's important reporting deadlines, necessary tax forms, or compensation updates, it's packed with all the essentials to help you breeze through those year-end must-dos. Download your free checklist today at paychex.com/awia.

As the new Director of Compliance at Paychex, Kelee Delaney oversees a team of experts who monitor the laws and regulations at the federal, state, and local level to provide support to teams within the organization, as well as its nearly 740,000 clients. With the elections over, Kelee talks with host Gene Marks on Paychex THRIVE, a Business Podcast, about changes that might be coming in 2025 with a new administration regarding potential compliance requirements for taxes, retirement, paid family leave, the overtime rule and other wage and hour issues, and artificial intelligence. Watch or listen to the podcast.     Topics Include: 00:00:00: Episode Preview 00:01:20: Introduction of guest Kelee Delaney 00:03:07: Overview of Tax Cuts and Jobs Act (TCJA) 00:06:44: Potential legislative changes and impact on tax strategy 00:10:01: Overview of SECURE 2.0 and retirement incentives 00:12:07: Saver's Credit and Saver's Match details 00:14:11: Impact of SECURE 2.0 on employers and employees 00:15:35: State-level retirement plan mandates 00:16:42: Mandatory paid time off regulations 00:18:57: Overview of overtime rules and recent changes 00:24:42: Impact of Supreme Court ruling on agency regulations 00:27:25: Developing AI policies for business 00:29:56: EEOC's role in addressing AI bias 00:34:00: Wrap-up and thank you   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Advancing Women's Rights in the Workplace Hosts: Steve Boese & Trish Steed Guests: Catherine Crider & Jack Tuckner In our latest episode, Trish and Steve discussed women's rights, particularly around menopause and employment discrimination with guests, Jack Tuckner and Catherine Crider. They highlighted the legal protections for women experiencing perimenopause and menopause symptoms under the ADA and emphasized the need for employers to create supportive environments and for women to seek accommodations if their symptoms affect major life activities. The conversation also touched on the Menopause Workers Fairness Act, proposed to extend similar protections to menopause as the Pregnant Workers Fairness Act does for pregnancy - and more! Thank you for joining the show today!  Remember to subscribe wherever you get your podcasts! This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes. As we wrap up 2024, don't you just love the feeling of checking off those pesky year-end tasks? That's where the 2024 Year-End Payroll Checklist from Paychex comes in! Whether it's important reporting deadlines, necessary tax forms, or compensation updates, it's packed with all the essentials to help you breeze through those year-end must-dos. Download your free checklist today at paychex.com/awia.

The ROI of Kindness in the Workplace Hosts: Steve Boese & Trish Steed Guest: Tara May, CEO of Aspiritech In our latest episode, Trish and Steve sat down with Tara May, CEO of Aspiritech, a nonprofit with 95% autistic employees, to discuss neurodiversity and the ROI of kindness. Tara shared her journey into neurodiversity after her son's autism diagnosis and spoke about the importance of creating supportive work environments for neurodivergent individuals. We covered multiple practical steps for inclusivity, such as adjusting office environments and communication styles. We also learned more about Aspiritech's services, including software testing and creative services, and encourage businesses of all sizes to embrace neurodiversity for better organizational success. Thank you for joining the show today!  Remember to subscribe wherever you get your podcasts! This episode of At Work in America is sponsored by Paychex, one of the leading providers of HR, payroll, retirement, and insurance solutions for businesses of all sizes. Listeners, it's that time of year — when businesses begin wrapping up 2024 and gearing up for 2025. Worry not, though! Our friends at Paychex have crafted an amazing Year-End Compliance Guide that can be used as your year-end roadmap. Whether it's taxes, benefits, or staffing, it's packed with tips and checklists that will keep you ahead of deadlines and help you avoid pesky penalties. Trust me, you don't want to start the new year without it. Head over to paychex.com/awia and grab your free copy today.

In the aftermath of a heated election, managing politics in the workplace is more important than ever. On this episode of Paychex THRIVE, Gene is joined by Paychex Talent Enablement Partners Alisha Moberly and Lisa Reyes to share practical ways to manage political discussions and potential conflicts at work. Learn about different tolerance approaches for political expression, the importance of establishing clear policies, and how to equip leadership to handle these challenges. Plus, hear what a new administration could mean for your business.   For more in-depth information on managing politics in the workplace, check out Alisha's and Lisa's on-demand webinar: https://bit.ly/3CwGqHv   Topics include: 00:00 – Episode preview and welcome 00:38 – Introduction of guests Alicia Moberly and Lisa Reyes 01:08 – Explanation of what Talent Enablement Partners 01:57 – Specific services provided to support Paychex customers 02:55 – Start of discussion about navigating politics in the workplace 04:31 – Encouraging post-election workplace civility 06:49 – Differences between employer's political stance and tolerance in the workplace 08:06 – Approaches for political tolerance in the workplace 10:37 – Perspectives on employers taking a political stance 12:28 – Establishing and enforcing political tolerance policies 18:45 – Managing and mitigating conflicts related to politics 20:10 – Importance of leadership training 21:20 – Managing political differences with customers 23:06 – New administration's impact on employers 26:09 – Upcoming regulatory changes 27:14 – Wrap up and thank you   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?   (00:45) Asit Sharma and Jason Moser discuss: The dock workers strike, its daily cost, and the industries it could impact most. Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition.  Fresh earnings from: Nike, Paychex, and McCormick. (19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we're airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow.  (35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation. Stocks discussed: NKE, PAYX, MCK, PEP, JOBY Motley Fool Epic members can access the full conversation with David: Here on the TMF site (login required) On Spotify here after linking their accounts  Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl Engineers: Rick Engdahl, Austin Morgan  Learn more about your ad choices. Visit megaphone.fm/adchoices

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