Set of measures for the systematic identification, analysis, assessment, monitoring and control of risks
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What happens when the mission changes, but the mindset stays the same?For Elizabeth Stephens, the lessons that carried her through military aviation also followed her into Microsoft, cybersecurity, AI, entrepreneurship, and her next chapter of public service. In this conversation from Advancing The Line, Zachary Broughton sits down with Marine veteran Elizabeth Stephens to talk about what military experience can really bring into life after service.Elizabeth shares her journey from the Naval Academy and Marine Corps aviation to working in cybersecurity and eventually managing major technology operations at Microsoft.But one idea keeps coming back throughout the conversation: veterans may not need to completely reinvent themselves when they leave the military.The ability to stay calm in chaos, manage risk, make decisions under pressure, adapt when plans change, and keep the mission moving can carry into business, technology, leadership, and entrepreneurship.Segments Discussed:03:24 Meet Elizabeth Stephens13:44 Why She Chose the Marine Corps15:34 How the Marine Corps Shaped Her Leadership19:02 Service, Mission, and Taking Care of Your People21:46 How Modern Warfare Is Changing22:45 Cybersecurity, Drones, and AI28:02 Life After the Military29:16 Finding a New Mission After Service30:25 Breaking Into Cybersecurity32:26 The Road to Microsoft34:39 Learning to Lead in Big Tech36:55 What Veterans Bring to the Civilian World37:47 Risk Management and Decision Making40:23 From Military Aviation to Microsoft41:39 The Veteran “Translation Gap”42:25 A Mission in Iraq That Tested Everything45:17 How Military Decision Making Translates to Corporate Leadership46:25 Why Veterans Still Need Community48:35 Finding the Next Mission49:28 Cybersecurity and the New Front Line51:40 Why ATL Vets Represents a New Mission52:26 Elizabeth's Decision to Enter Public Service53:24 Entrepreneurship, Cybersecurity, and Global Work59:48 Closing Conversation and Veteran CommunityIf you are a veteran building your next chapter, or a leader who wants to better understand what veterans bring to business and technology, watch the full conversation.Subscribe for more conversations from Advancing The Line and share this episode with someone looking for their next mission.
What You'll Learn in This Episode:In this episode, Catherine McDonald is joined by Dajana Achelpohl to explore the AI readiness gap. The difference between simply giving people access to AI and actually creating meaningful business value from it. They discuss why organizations can invest in AI tools, licenses, and pilot programs yet still struggle to see measurable results or sustained adoption.Dajana introduces a practical five-question framework organizations can use to assess their AI readiness: Why? How? Who? What if? Then what? The conversation begins with understanding why AI is being introduced and connecting it to real business priorities rather than adopting it simply because everyone else is.They also explore why organizations need to understand how work actually gets done before deciding where AI belongs. That means involving the people closest to the work, identifying bottlenecks and repetitive tasks, and integrating AI directly into workflows instead of treating it as another tool sitting alongside the work.The conversation then turns to the people side of AI adoption, including AI literacy, leadership modeling, ongoing coaching, and giving employees the time and skills they need to become comfortable with new tools. Dajana also explains the importance of preparing for AI mistakes through human oversight, strong data practices, clear governance, and practical AI-use policies.Finally, they discuss why AI adoption is not a one-and-done initiative. Organizations need to continuously learn, gather feedback, reinforce AI use through leadership, and determine what happens after pilot programs if they want AI adoption to stick.Key Takeaways:Having access to AI doesn't automatically create business valueStart with the business problem or opportunity—not the AI toolAI must be integrated into how work actually gets doneSuccessful AI adoption requires bringing people along, building AI literacy, and modeling its use through leadershipLinks:https://stephanieangelo.com/http://www.linkedin.com/in/stephanieangelosphrhttps://www.findleansolutions.com/summit-2026/https://www.findleansolutions.com/
Is “buying the dip” still a winning strategy when markets reach new highs? Matt Deaton and Damon Roberts discuss market corrections, election-year volatility, tactical investing approaches, and the importance of matching investment risk to your stage of life. They also explore how emotional decisions can impact retirement outcomes. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.
After years of strong market gains, why are so many retirees suddenly looking to take risk off the table? Raj Shah and Rick Borek discuss the shift in investor sentiment, the importance of balancing portfolios in a changing market, and strategies for creating reliable retirement income. The conversation explores risk management, Social Security concerns, customized financial planning, and why understanding expenses may be just as important as investment returns when building a retirement plan that aligns with long-term goals. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.See omnystudio.com/listener for privacy information.
The University of Idaho will host the annual meeting of a national group of dairy economists Sept. 23-24 in Twin Falls.
Send us Fan MailWhat happens when an architect designs a building for his old school friend, having no practical knowledge of what holds it up?In this story, a handshake deal and blind trust in a questionable engineer turn a promising office park, into a multi-million-dollar quagmire, showing every architect why even the friendliest clients can lead to the costliest claims.Connect with Pro-Demnity:Leave a Review Follow us on LinkedInAccess our Risk Education LibrarySpeak with a Risk Services Expert if you're an Ontario architect seeking guidance for a risk management issue.Thank you for listening.
In this podcast, Ricardo explores what makes people irreplaceable in an age of artificial intelligence. Rather than asking which tasks AI cannot perform, he suggests asking what AI does not have: desire, responsibility, and something at stake. AI can analyze risks, prepare schedules, summarize contracts, and recommend decisions, but it does not care whether a project succeeds or fails. People give projects purpose because they want outcomes and accept responsibility for the consequences. Drawing on his humanitarian work at the UN, Ricardo explains that legitimate decisions require someone willing to face the affected community afterward. He concludes that professionals become difficult to replace when they care, question incorrect recommendations, defend outcomes, and put their names and reputations behind those choices. Listen to the podcast to learn more!
Neste podcast, Ricardo explora o que torna as pessoas insubstituíveis na era da inteligência artificial. Em vez de perguntar quais tarefas a IA não consegue realizar, ele sugere questionar o que a IA não possui: desejo, responsabilidade e algo em jogo. A IA pode analisar riscos, elaborar cronogramas, resumir contratos e recomendar decisões, mas não se importa se um projeto terá sucesso ou fracassará. As pessoas conferem propósito aos projetos porque desejam resultados e assumem a responsabilidade pelas consequências. Com base em sua experiência humanitária na ONU, Ricardo explica que decisões legítimas exigem alguém disposto a enfrentar a comunidade afetada posteriormente. Ele conclui que os profissionais se tornam difíceis de substituir quando se importam, questionam recomendações incorretas, defendem resultados e assumem a responsabilidade por essas escolhas, colocando nelas seus nomes e reputações. Ouça o podcast para saber mais!
Risk Management Reality explains how leaders can identify organizational risk, evaluate probability and impact, build redundancy, and prevent known vulnerabilities from becoming expensive crises. Episode 824 gives leaders a practical way to think about risk management, preparedness, decision making, and organizational resilience.Host: Paul FalavolitoConnect with me on your favorite platform: Facebook, Twitter, Instagram, TikTok, LinkedIn, Substack, BlueSky, Threads, LinkTree, YouTubeView my website for free leadership resources and exclusive merchandise: www.paulfalavolito.comBooks by Paul FalavolitoThe 7 Minute Leadership® Handbook: bit.ly/48J8zFGThe Leadership Academy: https://bit.ly/4lnT1PfThe 7 Minute Leadership® Survival Guide: https://bit.ly/4ij0g8yThe Leader's Book of Secrets: http://bit.ly/4oeGzCIRed Key Leadership®: https://bit.ly/3SoKrpO
In this episode of our podcast, Fatigue Risk Management Committee Chair Captain Rob Bassett provides an update on fatigue calls and reporting, operational fatigue challenges, and the resources available to...
Jesse shares an exciting new career update. And to celebrate 150 episodes, we're doing a unique AMA episode. Looking for a financial planner? → PlanWithJesse.com First, Jesse shares an exciting new career update. He has joined a new financial planning firm - as an advisor and an owner. The new firm, Rialto, is focused on serving people JUST like those who read *The Best Interest* and listen to Personal Finance for Long-Term Investors. Justin Peters takes the microphone around and asks Jesse the questions listeners have been sending in for months—the ones that don't quite fit into a traditional personal finance show. From career changes and family life to engineering, hiking, favorite books, pizza toppings, and what's next for the podcast, you'll get to know the person behind Personal Finance for Long-Term Investors. Along the way, Jesse also shares lessons from leaving aerospace engineering to become a financial planner, why he chose advising over becoming a full-time content creator, how he thinks about risk in his own life, and why long-term thinking extends far beyond investing. Key Takeaways: • The biggest piece of financial advice he would give differently today. • Growing up in rural New York and why Rochester still feels like home. • How the University of Rochester shaped Jesse's confidence and career. • Why Jesse chose financial planning over becoming a full-time content creator. • Favorite travel destinations, books, movies, and hiking adventures. • A preview of a potential new podcast format featuring real listener financial case studies. Key Timestamps: (01:34) – Jesse's New Chapter (04:43) – Leading with Financial Planning (07:58) – Who Are Jesse's Ideal Clients? (10:29) – Celebrating 150 Episodes (12:23) – Who's on Your Team? (13:50) – What Are Jesse's Frivolous Purchases? (15:06) – When Will Jesse Be Financially Independent? (18:06) – What's the Worst Financial Advice Jesse's Given? (20:29) – Would Jesse Ever Leave Rochester? (22:35) – What's Jesse's Family Situation? (27:24) – University, Squash, and Effort (32:32) – Space Telescopes, Engineering, and Results (37:28) – Starting The Best Interest Blog and Becoming a Financial Planner (43:03) – Why Not Just Be a Content Creator? (45:33) – Making a Career Change (50:43) – Travel (53:14) – Books and Movies (56:55) – 46 Peaks (59:00) – Jesse's Pizza Philosophy (01:00:36) – What's Next for the Podcast? Key Topics Discussed:The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: Website: https://rialtowealth.com/ LinkedIn: https://www.linkedin.com/in/jesse-cramer-11b58155/ Mentions: Deep Work: Rules for Focused Success in a Distracted World by Cal Newport A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy by Burton G. Malkiel https://libbyapp.com/ https://www.harpercollins.com/blogs/authors/chris-crutcher https://bestinterest.blog/e123/ https://finconexpo.com/ More of The Best Interest:Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Need a financial planner? → PlanWithJesse.com The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
In this episode of the Legal Nurse Podcast, Pat Iyer welcomes Pauline Sanders, an experienced legal nurse consultant and risk management expert, who shares her extensive journey through healthcare, entrepreneurship, and legal consulting. With more than 30 years of experience, Pauline Sanders reveals how her roles in risk management and legal nurse consulting are not only complementary but often interchangeable, offering valuable perspectives for nurses looking to expand their career horizons. Listeners will hear Pauline Sanders recount her unique professional evolution, including the challenges and opportunities faced when rebuilding her consulting business after relocating from California to Georgia on the eve of the pandemic. She discusses the importance of networking, making in-person connections at attorney events, and the doors opened by joining local bar associations, even when most attorneys have never heard of legal nurse consultants. The discussion delves deeper into the realities of case screening, red flags in medical malpractice claims, and critical strategies for getting paid, including why every legal nurse consultant should insist on a retainer before reviewing records. Whether you're a seasoned consultant or starting out, Pauline Sanders's insights on growing and protecting your business in any environment are not to be missed. What You'll Learn in This Episode on The Overlap Between Risk Management and Legal Nurse Consulting Here are 5 discussion questions answered in the podcast: What specific writing skills are most critical for legal nurse consultants when preparing work for attorneys, and why? In what ways can publishing articles, book chapters, or blog posts increase visibility and authority for legal nurse consultants? What challenges did the introduction of nursing diagnosis in the 1980s present, and how did collaborative publication address them? How does consistency in formatting and terminology within reports influence an attorney's perception of a consultant's professionalism? What are the potential consequences for legal nurse consultants if they submit inaccurate or unclear work products to attorneys? Get the free transcripts and also learn about other ways to subscribe. Go to Legal Nurse Podcasts subscribe options by using this short link: http://LNC.tips/subscribepodcast. https://youtu.be/mm2QImrMdyA Your Presenter for The Overlap Between Risk Management and Legal Nurse Consulting Pat Iyer Pat Iyer is a seasoned legal nurse consultant and business coach, renowned for her expertise in guiding new legal nurse consultants to successfully break into the field. As the host of the Legal Nurse Podcast, Pat addresses critical challenges that legal nurse consultants face, such as difficulty in landing clients and a lack of response from attorneys. Through her insightful episodes, she emphasizes the importance of effectively communicating one's value to potential clients. With a wealth of experience, Pat has empowered countless consultants to overcome these hurdles and thrive in their careers. Connect with Pat Iyer by email at patiyer@legalnusebusiness.com Pauline Sanders Pauline is a nurse, parent, and traveler. Pauline has over 30 years of experience in Healthcare Management, which includes risk management and legal nurse consulting (LNC). She directed and managed risk management for several large healthcare organizations. She is an independent LNC. She is certified in both risk and legal nurse consulting. Pauline chaired, co-chaired, and participated in over 250 Root Cause Analysis (RCA) meetings. When she is not on this podcast, she is traveling somewhere... Connect with Pauline Sanders by website at www.elitecasemanagement.com
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Randal Funchess hares his unique approach to integrating risk management, international real estate, and family life to build a diversified and resilient investment portfolio. Discover how his holistic strategies and global ventures can inspire your real estate journey. In this episode, Randal Funchess shares his journey of balancing family, business growth, and community investment. He discusses strategies for market visibility, building a team, and leveraging AI for business insights, all while emphasizing the importance of core values and family first. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Innovation comes in many areas and compliance professionals need to not only be ready for it but embrace it. Join Tom Fox, the Voice of Compliance as he visits with top innovative minds, thinkers and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom visits with Bennett Borden, from Clarion AI Partners. Borden is a lawyer and data scientist whose career has long focused on the intersection of law, data, and technology, including AI governance, compliance, and the legal implications of generative AI. Drawing on experience from the CIA, big law, and his work leading AI-focused legal practices, he views generative AI as a disruptive force that is reshaping both legal services and business models. Borden argues that effective AI governance requires “governance engineering”; translating legal obligations into technical controls and measurable proof of compliance rather than treating compliance as a separate burden. He also encourages lawyers and organizations to embrace AI proactively, using it to build more efficient, future-ready practices while managing risk through practical, system-level safeguards. Key Highlights · AI-Driven Law Practice Beyond the Billable Hour · Compliance as guardrails for faster innovation · Gift, Travel, and Entertainment Sandbox Projects · Trust Built by Enterprise Licenses and Safeguards · Microsecond-by-Microsecond Compliance Proof for AI Governance Resources Bennett Borden on LinkedIn Clarion AI Partners Website Clarion AI Partners on LinkedIn Innovation in Compliance was recently honored as the Number 4 podcast in Risk Management by 1,000,000 Podcasts
The investing rules that helped grow your retirement savings may not be the same ones you need as retirement approaches. In this episode of Michigan’s Retirement Coach, Mike Douglas explains what should change, what should stay the same, and the common mistakes investors make when transitioning from accumulation to retirement income. He discusses diversification, risk management, portfolio rebalancing, inflation, and the impact of sequence of returns risk. Learn why balancing growth, income, and preservation becomes increasingly important in the years leading up to and through retirement. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.
In this episode, Ricardo warns that artificial intelligence is often approved as a project cost, but after implementation, it becomes an ongoing operational expense. Unlike traditional licenses, its cost varies according to consumption: the greater the adoption, the higher the bill. He also highlights frequently ignored expenses such as data preparation, systems integration, human review, price changes, model replacement, and new testing. Ricardo recommends presenting recurring costs per unit, projecting growth scenarios, identifying who will assume the expense after the project ends, and proactively assessing exit costs. For him, advancing with AI is essential, but it requires financial discipline. Without knowing the cost, the responsible party, and the value generated, there is no complete and sustainable business case. Listen to the podcast to learn more!
Neste episódio, Ricardo alerta que a inteligência artificial costuma ser aprovada como custo de projeto, mas, após a implantação, transforma-se em despesa operacional contínua. Diferentemente das licenças tradicionais, seu custo varia conforme o consumo: quanto maior a adoção, maior a fatura. Ele destaca também despesas frequentemente ignoradas, como preparação de dados, integração de sistemas, revisão humana, alterações de preços, substituição de modelos e novos testes. Ricardo recomenda apresentar custos recorrentes por unidade, projetar cenários de crescimento, identificar quem assumirá a despesa após o encerramento do projeto e avaliar antecipadamente os custos de saída. Para ele, avançar com IA é essencial, mas exige disciplina financeira. Sem conhecer custo, responsável e valor gerado, não existe caso de negócio completo e sustentável. Ouça o podcast para saber mais!
Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we recap what behavioral health practice owners should know from day one of the HIPAA Security Conference. We discuss: The timeline for proposed Security Rule changes What practices must have documented in writing according to the current Security Rule Encryption being reasonable and appropriate in almost every practice environment Expanding risk analysis enforcement initiative to include risk management Why risk analyses are foundational, and what they have to include that a gap analysis doesn't Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources HIPAA Risk Analysis & Risk Mitigation Planning Service for Mental Health Practices — Care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis performed by a PCT consultant using a tool built specifically for mental health practices, along with a mitigation checklist to help you reduce identified risks. PCT's Comprehensive HIPAA Security Compliance Program bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms and logs for documenting the implementation and maintenance of Policies & Procedures Device & Workspace Security Suites Direct support and consultation from the PCT team and therapist-attorney Eric Ström, JD, PhD, LMHC HIPAA Risk Analysis & Risk Mitigation Planning service and tool HIPAA Security & Privacy Ethics training Episode 618: HIPAA Security Rule Update—What We Know, What We Don't, and What You Should Do Right Now — Our previous update on the proposed HIPAA Security Rule changes, the regulatory uncertainty surrounding them, and why practices should continue strengthening their security under the current rule while the rulemaking process unfolds. Group Practice Care Premium — Includes weekly live and recorded Group Practice Office Hours, including a monthly session with therapist and attorney Eric Ström, JD, PhD, LMHC; the Device Security Suite; the Remote Workspace Security Suite; and additional direct support and consultation resources. Resources HIPAA Security Rule Notice of Proposed Rulemaking Fact Sheet — The Office for Civil Rights' summary of the proposed Security Rule modifications, including greater specificity for Risk Analysis, written documentation requirements, defined compliance intervals, and proposed changes to "addressable" implementation specifications. Unified Agenda Entry for the HIPAA Security Rule — The current federal regulatory agenda lists the rulemaking as a long-term action with final action anticipated in July 2027. This is a planning estimate rather than a legal deadline or guaranteed publication date. HHS OCR Guidance on Risk Analysis — Official guidance explaining the required scope and elements of a HIPAA Security Risk Analysis, why "addressable" does not mean optional, and how Risk Analysis provides the foundation for an organization's risk-management decisions. HHS OCR Security Rule Guidance Materials — A collection of official Security Rule resources, including OCR presentations on Risk Management and Recognized Security Practices, educational papers, and links to relevant NIST publications.
This episode examines how the US Treasury thinks about financial crime, sanctions, fraud and protecting the integrity of the financial system. Financial crime, sanctions and illicit finance have become central to national security and economic security. But how can governments and the private sector ensure that the response is effective, risk-based and focused on outcomes? In this opening episode of the new season of the Suspicious Transaction Report, Tom Keatinge is joined by Jonathan Burke, Assistant Secretary for Terrorist Financing and Financial Crimes at the US Treasury Department. Drawing on his experience in both government and financial services, Jonathan discusses why the financial crime agenda must move from compliance to risk management, and why effectiveness should not be confused with simply adding more rules or easing pressure on the system. The conversation explores fraud as a growing financial and national security threat, the role of technology and data in identifying illicit finance networks, and the challenge of modernising frameworks such as the Bank Secrecy Act for a changed financial system. They also examine the Treasury's wider toolkit – including sanctions, Section 311 actions, enforcement and information-sharing – and why success should be measured not by the number of actions taken, but by whether financial threats are disrupted and the integrity of the system is protected.
In this episode of AML Conversations, Brad Breslin, President and General Manager, Compliance Solutions at AML RightSource, sits down with Jeff Schlanger, former Manhattan prosecutor, institutional reformer, and author of "Doing Right: From Prosecutor to Reformer — A Journey Through Crime, Corruption, Complacency, and Change." Jeff's career spans four decades on the front lines of accountability. He prosecuted the Westies and helped build the case against John Gotti. He served as the federal monitor overseeing the LAPD consent decree after the Rampart scandal. He later became the NYPD's first Deputy Commissioner for Risk Management, and he founded IntegrAssure to bring collaborative oversight to police departments nationwide, including the Aurora, Colorado consent decree. The conversation explores what happens when institutions designed to do good drift off course, and what it takes to bring them back. Jeff shares the moment he discovered the FBI withheld knowledge of jury tampering during the Gotti trial, why he published his NYPD resignation letter, and how the Mickey Featherstone case taught him that doing right often means acting against your own interests. For financial crime compliance and risk professionals, the lessons translate directly. Jeff draws the line from police reform to the HSBC monitorship, where he and Brad worked together, showing that the methodology of oversight, accountability, and continuous improvement is the same whether the rulebook is an LAPD procedures manual or the FFIEC guidelines. Link to Jeff's book: https://doingright.integrassure.com/doing-right-homepage.html
Today’s guest is Sidney Abbott. She is the Head of Risk Management and DIrector of [...] The post AGRIBUSINESS REPORT PODCAST – Sidney Abbott appeared first on .
Sure, you own index funds. But 99% of portfolios have a "shade of gray" that's more active than we realize. This episode dives into the "shades of gray" in passive investing and how they affect our portfolios and benchmarks. Looking for a financial planner? → PlanWithJesse.com Jesse explores an important distinction that many investors overlook: owning passive funds does not necessarily mean you have a passive portfolio. He explains why passive investing remains a strong strategy, using research on the small number of stocks responsible for most market returns, the drag created by active-management fees, and the difficulty of separating investment skill from luck. From there, Jesse examines how allocation choices—such as favoring U.S. stocks, concentrating in technology, or tilting toward small-cap and value stocks—represent active decisions even when implemented entirely with index or rules-based funds. He then connects those decisions to benchmarking, explaining why investors need relevant benchmarks that reflect their portfolio's asset classes, geography, risk, and intended strategy. Ultimately, Jesse argues that investors should understand where their portfolios deviate from the broader market and use thoughtful benchmarks to determine whether those choices are delivering the results and risks they intended. Key Takeaways: • Beating the market is possible, but the odds are not 50/50. Stock returns are highly skewed, with a relatively small percentage of companies responsible for much of the market's long-term performance. • Diversification increases the odds of owning the market's relatively few major winners. Trying to identify those winners beforehand creates a difficult stock-picking problem. • Investment success can be difficult to distinguish from luck. Even when someone beats the market, determining whether that performance resulted from repeatable skill is challenging. • Nearly every investor has some degree of active allocation. A theoretically pure passive portfolio would hold the global investable universe according to its market weights, something that is difficult to replicate completely. • Deviating from global market weights is not inherently wrong. The important issue is understanding where and why your portfolio deviates rather than making those bets unknowingly. • The right benchmark should resemble the investment being evaluated. Asset class, geography, risk level, and the investment's intended purpose all matter when selecting a benchmark. Key Timestamps: (2:22) – You Can Beat the Market, But... (5:12) – Stock Performance Is Skewed (7:44) – Fees Make Beating the Market Harder (9:00) – Luck or Skill? (Usually Luck) (11:43) – Not All Funds Are Created Equal (14:23) – Consider the Allocation (19:48) – Are You a True Passive Investor? (22:55) – Risk Is Fungible (23:39) – You Probably Have Active Allocation (25:15) – What Is Investment Benchmarking? (29:30) – Absolute Investing Benchmarks (35:20) – The Benchmark You Should Use (38:40) – Conclusion Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: https://bestinterest.blog/fewer-needles-bigger-haystack/ https://bestinterest.blog/the-needle-in-the-haystack/ More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Need a financial planner? → PlanWithJesse.com The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
In this episode of the Finovate podcast, host Greg sits down with Luca Terragni, Chief Revenue Officer and co-founder of Prestatech, a finalist in the Risk Management category for the 2026 Finovate Awards. Luca shares his fascinating journey from traditional investment management in New York and London to launching PrestaCap, an alternative lending platform in Europe in 2016. What started as a direct lending business using their own balance sheet evolved into a powerful technology solution when Luca and his team discovered that traditional financial data points weren't sufficient for accurately assessing SMB creditworthiness. Their breakthrough came from analyzing real-time bank account transaction data, which provided a much clearer picture of a business's current financial health compared to backward-looking financial statements and credit bureau reports.The conversation delves into how Prestatech transformed from being a lender competing with banks to becoming their technology partner. After successfully exiting PrestaCap to a private equity fund in 2020, Luca and his co-founder realized their bank account data analytics technology could serve a much larger purpose. Rather than lending to a few hundred businesses annually with their own capital, they could empower banks to make better lending decisions for millions of businesses. The technology focuses on monitoring loan book health by processing SMB bank account transactions on a regular basis, identifying distress signals much earlier than they would appear in traditional credit bureau reports—a capability that's particularly valuable for regional and community banks sitting on vast, underutilized bank account data lakes.Now expanding into the U.S. market, Prestatech is bringing its battle-tested European technology to address the acute challenges American financial institutions face in the current tightening credit cycle. Luca explains that their cash flow analytics layer helps banks identify creditworthy businesses that might otherwise be filtered out by traditional underwriting methods, especially newer or "thinner-filed" companies that lack extensive credit histories but demonstrate strong real-time financial performance. With their technology already regulated and audited by the European Central Bank, Prestatech is positioning itself as a trusted partner for U.S. banks looking to enhance their risk management capabilities through smarter use of bank account transaction data.More info:Prestatech: https://www.prestatech.com; https://www.linkedin.com/company/goprestatech/Luca Terragni: https://www.linkedin.com/in/terragni/Greg Palmer: https://www.linkedin.com/in/gregbpalmer/Finovate: https://www.finovate.com; https://www.linkedin.com/company/finovate-conference-series/Finovate Awards: https://informaconnect.com/finovate-industry-awards/#Finovate #FinovateAwards #fintech #financialinstitutions #finalist #smb #risk #riskmanagement #modernization #technology #strategy #fintechstrategy #personalization #data #transactiondata #digitaladoption #podcast #fintechpodcast #financialservices #innovation #digitraltransformation #fintech #finserv
Insurers are exploring AI-specific loss prevention services, but the wide variety of AI applications makes it difficult to identify solutions that work consistently across businesses. Check out this … Read More » The post How Insurers Are Expanding Risk Management for AI appeared first on Insurance Journal TV.
Insurers are exploring AI-specific loss prevention services, but the wide variety of AI applications makes it difficult to identify solutions that work consistently across businesses. Check out this … Read More » The post How Insurers Are Expanding Risk Management for AI appeared first on Insurance Journal TV.
David Rosenberg believes investors are overlooking a growing disconnect between market optimism and the underlying economy. In this conversation with Maggie Lake, Rosenberg explains how he is positioning for a more fragile economic backdrop — including exposure to equities, bonds and hard assets — and why he currently sees opportunity at the front end of the Treasury curve. He also takes direct aim at the AI boom, arguing that the biggest risk may not be the technology itself, but investor behavior surrounding it. Rosenberg points to surging margin debt, historically low cash levels, extreme equity exposure and elevated valuations as signs that the market is displaying familiar bubble characteristics. He also breaks down why the recent rise in Treasury yields may be more about uncertainty and real rates than inflation expectations alone, and why he still believes the next major shift could come from the labor market. Looking toward the fourth quarter, Rosenberg says repeated negative payroll prints and a rising unemployment rate could force investors — and the Fed — to shift their focus away from inflation and back toward recession risk. Could the market narrative flip faster than investors expect?
Innovation comes in many areas, and compliance professionals need to not only be ready for it but also embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom visits with Paul F. Welter, co-founder at Bayshore AI. Welter is a German-qualified lawyer whose path into legal innovation began with an early background in software engineering, giving him a rare combination of legal and technical expertise. That experience led him to study how legal reasoning could be automated at Stanford Law School's Codex, and later to co-found Bayshore AI to build LLM-based tools for in-house legal and compliance teams. He believes AI can help scale legal and compliance support because demand far exceeds human capacity, but he expects adoption to happen gradually through copilots, policy chatbots, and targeted workflow automation rather than a sudden transformation. At the same time, he stresses that regulated companies need systems that are transparent, auditable, and able to show how decisions are made, with human oversight remaining essential for higher-risk matters and regulator-facing accountability. Key highlights: AI Legal Reasoning for Embedded Compliance Workflows Auditable Legal Decision Logic from Conventional Programs Customer-Specific Policy Logic with Deterministic Compliance Logic translated into code for reviewable decisions Full-time employee days of manual compliance checks AI copilots, compliance workflows, and decision trails Resources: Paul Welter on LinkedIn Bayshore Website Bayshore on LinkedIn Innovation in Compliance was recently honored as the Number 4 podcast in Risk Management by 1,000,000 Podcasts
Stronger commodity prices may be creating opportunities for farmers, but fertilizer and energy costs continue to add uncertainty to farm margins. In this episode of FMH InsureCast, StoneX Vice President of Fertilizer Josh Linville joins FMH's Dave DeCapp and Ken Ripley to discuss what's driving fertilizer markets, how global supply conditions are affecting input prices, and what farmers may want to consider as they plan ahead.They cover:• What global fertilizer markets could mean for input costs• Why producers might consider layering fertilizer purchases • How commodity prices and input costs factor into margin coverage• Margin Coverage Option (MCO) and Margin Protection considerations• What producers should discuss with their crop insurance agents before the September 30 deadlineWith crop prices, fertilizer costs, and global markets all moving at once, understanding how these factors work together can help producers make more informed risk management decisions.MCO and Margin Protection have a September 30 deadline for the upcoming crop year. Talk with your crop insurance agent about your operation, expected county yields, and whether margin-based coverage may fit your risk management plan.Subscribe to FMH InsureCast for more crop insurance and agriculture industry insights for farmers and crop insurance agents.#CropInsurance #Agriculture #Farming #FertilizerPrices #FarmMargins #RiskManagement #MCO #MarginProtection
Navigating over 150 local, state, and federal regulations while handling FTC advertising scrutiny, pay plan disputes, and rising dealership fraud requires more than standard legal advice — it requires real operational insight. In this episode of VADA Live Lisa Olivieri, Attorney and Chief Operating Officer at Davis, Agnor, Rapaport & Skalny, shares how dealers can strengthen compliance and protect their bottom line. Drawing on her background managing legal strategy and operations for one of the nation's top automotive groups, Lisa breaks down practical ways to structure transparent pay plans, prevent consumer protection disputes, and manage technology vendor risks. In this episode: The Regulatory Reality — Why managing 150+ laws governing sales and service requires deep operational understanding rather than traditional legal theory. FTC Scrutiny & Online Sales — How interstate commerce and third-party digital channels create legal exposure under legacy advertising laws. Eliminating Pay Plan Lawsuits — Why employee confusion over DMS cost calculations and pack fees drives litigation, and how back-office transparency fixes it. Consumer Protection & Risk Reduction — How standardized, clear buying processes prevent customer disputes before they escalate. Fraud & Theft Prevention — Practical ID verification techniques, paystub audits, and why local police relationships are vital when recovering stolen inventory. Tech & Vendor Security — Why GLBA privacy compliance makes vendor contract scrutiny a top priority for modern dealerships.
Sandy Wright, Head of Devices at Scarlet, the first notified body built specifically around software as a medical device. A former doctor who moved from clinical practice into digital health. Sandy now sits on the assessment side of the table, reviewing the very submissions most manufacturers dread putting together.In this episode, we start with the question that trips up so many companies. What actually turns a piece of software into a medical device and why is the wellness boundary still so blurry that entire businesses are straddling the divide without realising it. Sandy shares some of the more unusual examples out there, including AI ambient scribes and augmented reality tools that let surgeons revisit patient scans mid-operation.We then go inside Scarlet itself. Sandy explains why they see themselves as a technology company first and a notified body second, how a combination of expertise, redesigned process and their own internal tooling means customers are not sitting at the back of a queue for months and what genuinely drives faster conformity assessment.The most valuable part for anyone in this space is Sandy's breakdown of where nonconformities actually come from. Clinical evaluation, post-market clinical follow up treated as an afterthought, incomplete software requirements and risk analyses that are too narrow. We also cover the EU AI Act and how it may or may not intersect with MDR, what makes a genuinely good PCCP and Sandy's parting advice on the underrated power of narrative in a regulatory submission.Timestamps[00:01:00] What Actually Turns Software Into a Medical Device[00:03:39] AI Scribes and AR Headsets: SaMD You Might Not Expect[00:06:10] Why Scarlet Sees Itself as a Technology Company First[00:08:43] How Scarlet Cut Assessment Timelines Without Cutting Corners[00:12:12] Clinical Evaluation: The Most Common Source of Findings[00:13:18] Why Post-Market Clinical Follow Up Is Treated as an Afterthought[00:16:20] Risk Management and Why a Narrow Lens Causes Problems[00:16:55] The EU AI Act and How It May Intersect With MDR[00:19:56] From Foundation Doctor to Babylon Health and Beyond[00:22:42] What Separates a Good PCCP From a Box-Ticking OneConnect with Sandy - https://www.linkedin.com/in/wrightsandy/Learn more about Scarlet - https://www.scarlet.cc/Get in touch with Karandeep Badwal - https://www.linkedin.com/in/karandeepbadwal/ Follow Karandeep on YouTube - https://www.youtube.com/@KarandeepBadwalMedical device training courses delivered by Karandeep through Bywater - https://www.bywater.co.uk/
In this episode, Ricardo warns about the risk of resuming January's projects at midyear. According to him, the context has changed: budgets, suppliers, technology, markets, regulations, and priorities may now be different. Before following the original plan, he recommends three actions: recalculate the project using current information, assess external changes, and reevaluate the portfolio, prioritizing what truly matters. Ricardo emphasizes that replanning does not represent failure; instead, it shows awareness of the transformations that have occurred. He suggests setting aside two hours, gathering people who understand the project's reality, and asking whether it would still be approved today with the same structure, scope, team, and cost. This reflection reveals whether the project will meet the organization's needs in December. Listen to the podcast to learn more!
Neste episódio, Ricardo alerta para o risco de retomar, no segundo semestre, os projetos planejados em janeiro. Segundo ele, o cenário mudou: orçamento, fornecedores, tecnologia, mercado, regulamentações e prioridades podem ser diferentes. Por isso, antes de seguir o plano original, recomenda três ações: recalcular o projeto com base nas informações atuais, analisar as mudanças externas e reavaliar o portfólio, priorizando o que importa. Ricardo destaca que replanejar não representa fracasso, mas demonstra atenção às transformações ocorridas. Ele sugere reservar duas horas, reunir pessoas que conheçam a realidade do projeto e questionar se ele seria aprovado hoje com o mesmo formato, escopo, equipe e custo. A reflexão permite verificar se o projeto ainda atenderá às necessidades da organização em dezembro. Ouça o podcast para saber mais
Send us Fan MailRobert States is Vice President of Technical Services at Cormica Medical Device & Pharmaceutical Testing, where he supports clients across medical device, pharmaceutical, and combination product testing. His work spans development strategy, risk management, testing strategy, process development, supply chain optimization, and regulatory-minded technical problem solving. Cormica's announcement of his appointment highlighted his role in strengthening global technical services across UK, US, and EU laboratories. Before joining Cormica, Rob spent more than 20 years at Stress Engineering Services, where he held leadership roles across medical device and pharma, consumer products, strategic client engagement, and consulting. Stress Engineering's medical and pharmaceutical practice focuses on product design, analysis, testing, failure analysis, material science, packaging, manufacturing support, reliability, and regulatory-grade engineering solutions—areas that align closely with Rob's career-long focus on helping organizations solve difficult technical and business problems. Rob's technical foundation is in plastics engineering, supported by an MBA from Ashland University and a BS in Plastics Engineering from Penn State. Over his career, he has worked across companies including Procter & Gamble, Newell Brands, Stress Engineering Services, Accelitek, and now Cormica. His experience gives him a rare perspective that bridges hands-on engineering, product development, failure remediation, consulting, business strategy, and executive-level technical leadership. A central theme of this conversation is how engineers can thrive in corporate R&D environments. Rob wants to explore the intersection of budgeting, project success, layoffs, and business performance—and how engineers can use that understanding to make better decisions, protect their careers, and create more value for their organizations. Rather than treating corporate realities as distractions from engineering, Rob sees them as forces engineers can learn to understand and navigate. LINKS: Robert States LinkedIn: https://www.linkedin.com/in/plasticpro/ Cormica Website: https://www.cormica.com/Aaron Moncur, host PDX 2026 is October 20-21 in Phoenix, AZ. Learn more and register at https://pdexpo.engineer/ Subscribe to the show to get notified so you don't miss new episodes every Friday.The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment like cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us at www.teampipeline.usWatch the show on YouTube: www.youtube.com/@TeamPipelineus
Send us Fan MailWhat happens when prison doesn't stop the fraud?In Fraud in the Office S3 E16: Behind Bars, Matthew and NOT Mark unpack the remarkable case of Jean Joseph and Janalie Bingham, a Florida couple behind a $50 million investment fraud scheme. Investors were told their money was backed by a real estate portfolio worth as much as $450 million, but prosecutors say millions instead went toward speculative stock trading, personal expenses, and payments to earlier investors.The twist? Joseph continued directing the scheme while already serving federal prison time for an unrelated wire fraud conviction.We explore how trust, false representations, weak oversight, and Ponzi-style payments kept the money flowing, and ask the obvious FITO question: If being behind bars can't stop a fraudster, what controls will?Support the showFind us on all streaming platforms! Check out our sponsor 1Trooper on LinkedIn @1TrooperAnd don't forget to subscribe!
www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/ | WFC Classic: Capital Rules and Risk Management for Credit Unions
In this episode of URMIA Matters, host Caitlin Cai sits down with Ashley Caldwell of Gannon University and former student intern Tomoki Kouchi to explore the impact of URMIA's Be the Change Student Internship program. Together, they share how the program created a meaningful, 13-week risk management internship with funding from URMIA's Be the Change Internship program. They discuss how that allowed Tomo to help develop a campus risk assessment tool and business continuity planning resources. Listeners will gain insight into the benefits of hosting a student intern, and why investing in the next generation of risk management professionals benefits both students and higher education institutions alike. We'll talk about how the internship application works, what the expectations are, what Tomoki and Ashley's experience was like, and what's happened since the internship ended.Show NotesURMIA ScholarshipsURMIA's Be the Change Scholarship – Student InternshipGuests Ashley Caldwell, Assistant to the Vice President for Finance and Campus Operations and Risk Management and Insurance Coordinator - Gannon UniversityTomoki Kouchi, Student/Former Intern – Gannon UniversityGuest HostCaitlin Cai, Risk and Insurance Program Manager - University of Tennessee System Connect with URMIA & URMIA with your network-Share /Tag in Social Media @urmianetwork-Not a member? Join ->www.urmia.org/join-Email | contactus@urmia.org Give URMIA Matters a boost:-Give the podcast a 5 star rating-Share the podcast - click that button!-Follow on your podcast platform - don't miss an episode!Thanks for listening to URMIA Matters!
The bipartisan 2016 Frank R. Lautenberg Chemical Safety for the 21st Century Act (Lautenberg) Amendments enacted extensive changes to the 1976 Toxic Substances Control Act (TSCA) that many hoped would set the law on a new course, address its widely recognized challenges, and accelerate U.S. Environmental Protection Agency (EPA) actions to address public health threats. Since then, four administrations have put their mark on implementation of the amended law. The past ten years have seemed like a roller coaster of competing legal interpretations of some of the Lautenberg Amendments' most significant provisions, scientific debate and analyses, rulemakings, delays in meeting TSCA deadlines, and major milestones. To celebrate Lautenberg's ten-year anniversary, the Environmental Law Institute, the George Washington University Milken Institute School of Public Health, and B&C convened an all-day conference: TSCA Reform -- Ten Years Later. The podcast you are about to hear is the panel discussion on risk management. This panel focuses on the past, present, and future of risk management under TSCA. With all five final risk management rules in litigation, a debate is underway over whether these rules go too far or not far enough and how much risk reduction we can expect in future rules. The panel also explores what can be learned to date from the pending cases and speculate on how the courts and EPA may reshape future TSCA Section 6 rulemakings. The panel will address recurring policy and legal issues, such as the role of Section 6 in assuring workplace protection and addressing environmental releases from facilities, as well as how EPA can keep pace with TSCA's statutory deadlines for proposed and final rules. ALL MATERIALS IN THIS PODCAST ARE PROVIDED SOLELY FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES. THE MATERIALS ARE NOT INTENDED TO CONSTITUTE LEGAL ADVICE OR THE PROVISION OF LEGAL SERVICES. ALL LEGAL QUESTIONS SHOULD BE ANSWERED DIRECTLY BY A LICENSED ATTORNEY PRACTICING IN THE APPLICABLE AREA OF LAW. ©2026 Bergeson & Campbell, P.C. All Rights Reserved
In episode 267, Coffey talks with Catherine Clifton about AI-generated employee grievances, another lawsuit arising from a DEI training program, a Walgreens race and age discrimination case, and a Reddit scenario involving FMLA leave and workplace gossip. They discuss the rise of AI-generated employee grievances citing nonexistent laws and containing factual errors, and how employers should respond to them the same way they'd respond to any poorly written complaint; AI use by medical providers in ADA accommodation responses — including providers drawing conclusions that are legally the employer's to make; the danger of employees using AI to build one-sided cases that start with a conclusion rather than an objective analysis of facts; an EEOC lawsuit against Washington University in St. Louis arising from a DEI training that racially segregated participants over an employee's explicit objection, followed by elimination of her position after she filed an EEOC charge; the structural problems with demographic-based separation in DEI programming and the assumption that shared identity equals shared experience; the Walgreens case and the legal standard for comparators in race and age discrimination claims — including similar job, same decision-maker, comparable conduct, and disparate treatment; how summary judgment works and why consistent policy enforcement across all employees is the strongest defense against comparator arguments; the risk of employees not knowing what disciplinary action others have received, and how that gap fuels gossip and unfounded discrimination claims; and a Reddit scenario involving a coworker complaining about an FMLA-protected employee, a supervisor who deflects with "HR is aware," and how HR should respond to protect privacy while addressing cultural warning signs. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP267 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Catherine has more than 20 years of experience specializing in employment law in Texas. She worked with multiple local governmental entities as an employment law attorney and also served as a legal advisor for public safety. She spent several years as an administrative services director, where she was responsible for Human Resources, Risk Management, and Payroll. She has advised clients on recruitment, selection, discipline, wage and hour, policies, and grievance matters, including federal and state laws related to labor and employment. Catherine also has experience with general municipal law, utility matters, public information, open meetings, and general governance matters. Catherine is a graduate of Southwestern University, obtained her JD from Texas Tech University. She is certified as a Senior Professional in Human Resources (SPHR). She joined Ross | Gannaway | Clifton, PLLC in 2022. Catherine can be reached at: https://www.gannawayclifton.law/ https://www.linkedin.com/company/rossgannawayclifton/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for all stakeholders. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 30 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Apply a consistent, policy-grounded response protocol to AI-generated employee grievances — including clarifying conversations, documentation, and using complaints as opportunities to identify real underlying issues. Identify the legal elements of a valid comparator in a discrimination claim and explain why consistent enforcement of discipline across all employees is the most effective defense. Recognize the supervisor behaviors that signal cultural and legal risk — including deflecting accountability to HR and failing to redirect inappropriate peer complaints — and describe how HR can address them.
Charles Noonan is an International Specialized Law Enforcement Contract Trainer and Instructor and the Head of Narcotics Training at The SoRite Company. On this episode of The Voices of Risk Management podcast, he highlights SoRite's fentanyl neutralizing drugs and shares insights into fatal fentanyl exposure, emerging needs for increased awareness and training to protect the public at large and mitigate exposure whenever possible. Key Takeaways: Charles's role at SoRite Company. Utilizing fentanyl neutralizing drugs. Inadvertent exposures to fentanyl. Key points in Charles's career journey. What does a drug lab look like? Insights into the only safe way to take drugs. Collecting evidence and cleaning up the aftermath. Emerging needs for awareness and training. Liability and exposure considerations. Managing drug suppliers at the US borders. Mentioned in This Episode: Charles Noonan Tweetables: "There are good things being done right now to bring drug overdoses and deaths down." "A fatal dose of fentanyl can fit on the tip of a pencil." "Anywhere that there is potential exposure, there could be potential liability."
What happens when a company puts Bitcoin on its balance sheet?In this episode of Corporate Finance Explained, we unpack how Bitcoin and other digital assets are changing corporate treasury strategy, accounting, and risk management, and why companies like Tesla, Strategy, and GameStop have taken dramatically different approaches. For corporate finance teams, holding Bitcoin is much more complicated than simply betting on its price. Companies have to consider liquidity, volatility, funding, custody, counterparty risk, and a major shift in how digital assets flow through financial statements.
An "Ask Me Anything" episode including questions like: Effective tax rates or marginal tax rates…which one matters? I'm at my retirement number, but this stock market is too crazy…should I adjust my portfolio? What about flexible spending rules in retirement? Which are good, which aren't, and how to use them in practice. Looking for a financial planner? → PlanWithJesse.com Jesse answers three listener questions about retirement planning and investing. He explains the difference between marginal and effective tax rates when making decisions about Roth conversions, traditional retirement contributions, and other tax-planning strategies. He then discusses how investors approaching financial independence should think about market valuations, the CAPE ratio, and portfolio allocation, emphasizing that changes should be driven by financial plans and cash flow needs rather than market predictions. Finally, Jesse explores dynamic withdrawal strategies in retirement, comparing guardrails, discretionary spending frameworks, and ratcheting techniques while offering practical guidance for creating flexible spending rules that balance long-term sustainability with real-life uncertainty. Key Takeaways: • Effective tax rates describe your average tax burden, while marginal rates determine the cost or savings of your next financial decision. • Large Roth conversions may span multiple tax brackets, requiring a blended analysis of marginal rates rather than relying on an effective tax rate. • High market valuations and CAPE ratios have historically been associated with lower future returns, but they are not reliable market-timing tools. • Today's technology-driven economy may justify higher valuation levels than previous generations experienced, making historical comparisons imperfect. • Dynamic withdrawal strategies allow retirees to adjust spending based on portfolio performance rather than relying on fixed withdrawal amounts. • A successful retirement spending strategy combines disciplined planning with the flexibility to adapt as life and markets inevitably change. Key Timestamps: (01:31) – Q1: Should I Look at Marginal or Effective Tax Rates in Retirement? (10:07) – Q2: Making Asset Allocation Adjustments (16:29) – CAPE vs. Returns (22:36) – Q3: Dynamic Spending in Retirement (24:43) – Essential vs. Lifestyle Spending (28:07) – The Ratcheting Technique (31:16) – Five Steps for a Dynamic Withdrawal Strategy Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Need a financial planner? → PlanWithJesse.com The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you ready? For this episode of 3:12? HRP's Jessica Reece joins host Tom Simmons to talk National Preparedness Month, the time of year when we all make sure our homes and businesses are ready for potential disasters, both natural and manmade. We'll share the best practices for preparedness from the perspective of a Corporate Health and Safety Officer. In the play hard segment, we'll talk about our own disaster experiences. A reminder that our Play Hard segment is also available in video form! Watch that on our YouTube Channel. Make sure you subscribe, give us a review & check us out on social media!YouTubeLinkedInInstagramTwitterFacebookWebsite
Jeff Weniger, chief investment strategist of Corgi Invest, talks about his firm's buffer ETFs and ways they aim to limit downside risks amid volatile market swings. He discusses the Corgi 0-3 Month T-Bill ETF (CGOV) and the Corgi Magnificent Seven ETF (CMAG).
In this episode, Ricardo explains that modern projects depend heavily on external suppliers, contractors, partners, and AI vendors whose teams do not report directly to the project manager. He argues that leading these people has become a core project management skill. He emphasizes that contracts and service-level agreements define obligations and penalties but do not create trust, commitment, or guarantee success. Ricardo also warns that supplier risk should be treated as a major project risk. He recommends involving partners in planning, explaining the project's purpose, addressing problems early, and speaking directly with leaders who can reallocate resources. Finally, he encourages managers to identify their three most critical external organizations and build genuine relationships with their senior decision-makers. Listen to the podcast to learn more!
What happens when the physician you hired to become a future partner turns into someone you need to let go? In this episode, hosts Brad and Michael share the story of a plastic surgeon who hired an associate physician with the goal of eventually making him a partner. Instead, he was forced to confront a hard reality: the physician was not producing, not fitting into the culture, and costing the practice money. Tune in to learn how tools like employment agreements, termination provisions, and separation agreements can help practices navigate physician departures. Discover strategies to reduce risk, control costs, and create a smooth transition that protects your practice, your team, and your bottom line. Chapters00:00 Intro00:40 Banter05:48 Story24:08 Access+24:50 Legal Takeaways29:31 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
Rich Cooper, Global Head of Market Transformation at Fusion Risk Management, they provide an enterprise resilience platform used by most of the large carriers and much of the financial services industry. We discuss their newest Enterprise Resilience Report.Download the Enterprise Resilience Report: https://www.fusionrm.com/whitepapers/the-enterprise-resilience-report/?utm_source=profiles-in-risk&utm_medium=referral&utm_campaign=dprRich Cooper: https://www.linkedin.com/in/richard-cooper-a2782b/Fusion Risk Management: https://www.fusionrm.com/
Most farmers spend countless hours trying to grow another five bushels per acre. Mike Rolfsen and Jeff Kazin believe there may be an even bigger opportunity waiting after harvest. The Agris Academy co-founders return to Farm4Profit to explain why merchandising—not market prediction—is where many producers leave money on the table. Drawing on decades of experience trading commodities and managing physical grain businesses at Cargill, they explain how successful grain companies approach risk, logistics, negotiations, and marketing far differently than most farms. One of the biggest themes throughout the conversation is that grain marketing isn't about predicting prices—it's about managing risk. Mike and Jeff explain why commercial grain companies hedge rather than speculate, and why farmers should think more like professional risk managers than market forecasters. Instead of trying to outguess the futures market, producers should focus on the controllable parts of merchandising that consistently add value year after year. The discussion also explores what life inside one of the world's largest grain companies actually looks like. While many people imagine traders constantly buying and selling futures contracts, Mike and Jeff explain that most of their time was spent optimizing logistics, transportation, physical grain movement, basis opportunities, and operational details that collectively create significant value. They then introduce Agris Academy, the education platform they founded to teach farmers the merchandising skills they believe are missing from traditional agricultural education. Unlike brokerage firms or advisory services, Agris Academy focuses entirely on helping producers understand grain marketing mechanics, negotiation strategies, basis, carry, storage economics, and risk management principles that can be applied to any farming operation. Throughout the episode they discuss: Why hedging should never be confused with speculation. The psychology behind futures markets. How margin calls actually work. Why documenting marketing decisions improves long-term discipline. Why every farm's marketing plan should match its own financial situation instead of following someone else's advice. One of the biggest takeaways is their concept of creating a "knowledge asset." While farms continually invest in land, machinery, and buildings, Mike and Jeff argue that merchandising education creates an asset that can benefit multiple generations. Once the skills are learned, they become part of the operation's long-term competitive advantage and can be passed down just like any physical asset. The conversation also dives into one of agriculture's biggest capital decisions: grain storage. Mike and Jeff explain why the economics of permanent grain bins have changed dramatically, why many large farms are now using grain bags as flexible storage, and how understanding carry, basis, and storage costs often matters more than simply adding more bins. They also discuss treating on-farm storage like a commercial elevator instead of simply holding grain until later in the year. Another important topic is cost of production. While understanding production costs remains critical for managing the farm business, Mike and Jeff explain why the futures market doesn't care what any individual producer's breakeven happens to be. Instead, successful marketers focus on managing risk, understanding merchandising opportunities, and maximizing basis and carry opportunities available in their local markets. The episode also covers: Negotiation strategies farmers can immediately apply. Why every marketing plan should be documented. Learning to think like an elevator. Separating farm performance from speculative trading. Why women often excel at grain merchandising. Building marketing confidence through repetition and small steps instead of large speculative bets. To wrap things up, Mike and Jeff share several entertaining stories from their international trading careers—including stolen vegetable oil, disappearing sugar shipments, homemade liquor in Eastern Europe, and why, after working around the globe, they still believe the United States remains one of the best places in the world to farm. If you've ever wondered how professional grain merchandisers think—or how to make more money without growing more bushels—this episode delivers practical insights you can begin applying immediately. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hello, Voices of the Bench community. This is Casey Baldwin with Ivoclar. If you've been curious about fast-firing zirconia to improve efficiency but aren't convinced it can deliver predictable, high-quality results, I'd encourage you to connect with us. Our new IPS emax Zirconia, offers multiple fast-fire protocols designed to help you save valuable production time while maintaining consistent outcomes. Time is money in every lab. Don't wait. Reach out today and discover how IPS emax Zirconia can help streamline your workflow. As full-arch dentistry continues to grow, so do the demands on today's dental laboratories. That's why Knight Dental recently launched SimplyARCH Studio, a dedicated production environment built exclusively for full-arch restorations. To support this specialized workflow, Knight invested in an XTCERA milling system and carefully evaluated multiple CAM software solutions before choosing hyperDENT. The decision came down to exceptional milling quality, minimal hand finishing, and impressive production efficiency. But what truly set hyperDENT apart was the implementation process. From the very beginning, the team provided more than software training—they shared the knowledge and experience needed to build an optimized workflow for complex full-arch cases. With proven expertise in advanced milling strategies and laboratory production, hyperDENT helped ensure SimplyARCH Studio was designed for long-term success from day one. Join us at the Race For the Future 12 to raise money for the Foundation For Dental Laborary Technology. September 27th in Valley View, Texas! https://dentallabfoundation.org/news-events/race-for-the-future/ Shawn Nowak from Nowak Dental Supplies joins Elvis and Barb to talk all things NOLA LabFest October 15-17th, including the welcome addition to the speaker lineup: martial arts instructor and business coach Jude Grayson. After Jude's keynote at last year's LabFest, the response was strong enough to bring him back for another keynote and a breakout session. The conversation starts with the obvious question: what the heck does a karate instructor know about the dental laboratory industry? As Jude explains, quite a bit. Having practiced martial arts since he was five years old and built a career around teaching, competition, entrepreneurship, and business coaching, Jude draws a surprising number of parallels between martial arts and business. He talks about discipline, competition, confidence, risk, and his “five-year-old board break moment”—the idea that sometimes the ability to succeed is already inside us, and the right coach simply helps unlock it. He also explains how those lessons translate into working with business owners and helping them recognize opportunities they may not see themselves. The conversation then turns toward one of the biggest challenges facing dental laboratories today: knowing when it's time to pivot. With technology, AI, 3D printing, changing doctor workflows, and the evolving DSO landscape continuing to reshape the industry, Jude's NOLA LabFest keynote will focus on how business owners can recognize when change is necessary, decide when to act, and understand the risks that come with being an early adopter. He also shares some great perspective on failure, competition, and why making a bad business decision doesn't necessarily mean you've lost—the real loss comes when you stop competing altogether. Shawn also gives us a look at what else is happening at NOLA LabFest, including education on AI, social media marketing, employee culture, DSOs, and other topics affecting dental laboratories right now. And, of course, there's plenty of the NOLA LabFest fun mixed in, from the masquerade party and distillery tour to the return of Family Feud. It's a conversation about business, leadership, taking risks, and finding ways to keep dental laboratories moving forward—and it all starts with a karate instructor walking into a dental show.Special Guests: Jude Grayson and Shawn Nowak.
Peter Brandt entered the commodity trading business in 1976 with ContiCommodity Services, survived years of market shifts, and turned a passion for price action into a legendary career spanning over 50 years as one of the world's premier classical chartists.After starting with Conti handling large institutional accounts like Campbell Soup Company and Homestake Mining, Peter went on to found Factor Trading Co., Inc. (now Factor LLC) in 1980 to trade proprietary capital. Author of the classic Diary of a Professional Commodity Trader and featured in Jack Schwager's Unknown Market Wizards, Peter has spent over five decades navigating inflationary booms, market crashes, and the transition from open-outcry pits to electronic markets. Today, his edge is built on process, discipline, and classical charting principles that have stood the test of time.In this conversation, Peter pulls back the curtain on his five-decade journey, sharing the specific principles that have allowed him to navigate the markets for half a century. He breaks down why high win rates are a myth, how he caps risk at 60–70 basis points per trade, and how he transitioned from searching for quick wins to building a career as a master craftsman in speculation. In this episode, we explore:• Peter Brandt's 50+ year journey from advertising to commodity pits and Factor Trading• Why high win rates are a myth and how the 80/20 Pareto Principle applies to trading profits• How Peter limits risk to 60–70 basis points per trade and why he never pyramids positions• Why he shuns indicators and diagonal trend lines in favor of horizontal classical patterns• Why the real edge comes from risk management and emotional control, not chart patterns• Peter's advice for the next generation on craft, capital preservation, and longevity About Peter Brandt:Peter L. Brandt entered the commodity trading business in 1976 with ContiCommodity Services, a division of Continental Grain Company. In 1980, he founded Factor Trading Co., Inc. (now Factor LLC), trading proprietary capital across forex, futures, fixed income, and equity markets. Over his career, he has managed trading activities for major institutional clients, including Commodities Corporation of Princeton, NJ.Peter is the author of Trading Commodity Futures with Classical Chart Patterns (1990) and Diary of a Professional Commodity Trader (2011), which held Amazon's #1 trading rank for 27 weeks. Featured in Jack Schwager's Unknown Market Wizards and named among the 30 most influential people in finance by Barry Ritholtz in 2011, Peter is widely recognized as one of the world's foremost authorities on classical chart analysis. Links + Resources:X (Twitter): https://x.com/PeterLBrandtWebsite: https://www.peterlbrandt.com/ Sponsor of Chat With Traders Podcast:Trade The Pool: http://www.tradethepool.com Time Stamps:Please note: Exact times will vary depending on current ads. 00:00 How a 50-Year Veteran Thinks About Risk Management05:42 Wanting a Career from Trading09:42 Taking 5 Years to Be Profitable15:20 Don't Quit Your Day Job to Trade Until You Have a Proven Track Record22:30 Cut Losses Short and Let My Winning Trades Run27:00 Understand the Risk and the Probability31:00 20% of My Trades Account for at Least 80% of My Total Profits36:08 Sizing Is Really Important and It Is the Reason Why a Lot of Novices Blow Out43:00 Removing Yourself from the Equation48:30 I Don't Believe in Optimization Where You Have a Set of Rules52:50 I Like Horizontal and Continuation Patterns54:38 I Don't Believe in Indicators Because They're Just Derivatives of Price1:00:00 Technical Analysis: Charts Resonated with Who I Am1:03:20 The Time Frame I Trade1:07:00 How Important It Is to Identify How You Trade1:09:15 Having a Mentor1:14:50 What Are You Most Proud of in Your Career01:20:09 I Enter Every Trade Assuming It's Going to Be a Loser01:26:05 Become a Craftsman of Trading01:33:48 You Can't Go Broke Taking Small Profits, But You Will Go Broke Taking Large Losses01:35:40 Peter's Takeaway He Leaves to the Next Generation of Traders01:36:14 Where Can Traders Find You Trading Disclaimer:Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
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