Podcasts about Risk management

The decision to leave a successful corporate position and start a company requires more than just identifying a market opportunity. For Shankar Somasundaram, it required witnessing firsthand how traditional cybersecurity approaches consistently failed in the environments that matter most to society: hospitals, manufacturing plants, power facilities, and critical infrastructure.Somasundaram's path to founding Asimily began with diverse technical experience spanning telecommunications and early machine learning development. This foundation proved essential when he transitioned to cybersecurity, eventually building and growing the IoT security division at a major enterprise security company.During his corporate tenure, Somasundaram gained direct exposure to security challenges across healthcare systems, industrial facilities, utilities, manufacturing plants, and oil and gas operations. Each vertical revealed the same fundamental problem: existing security solutions were designed for traditional IT environments where confidentiality and integrity took precedence, but operational technology environments operated under entirely different rules.The mismatch became clear through everyday operational realities. Hospital ultrasound machines couldn't be taken offline during procedures for security updates. Manufacturing production lines couldn't be rebooted for patches without scheduling expensive downtime. Power plant control systems required continuous availability to serve communities. These environments prioritized operational continuity above traditional security controls.Beyond technical challenges, Somasundaram observed a persistent communication gap between security and operations teams. IT security professionals spoke in terms of vulnerabilities and patch management. Operations teams focused on uptime, safety protocols, and production schedules. Neither group had effective frameworks for translating their concerns into language the other could understand and act upon.This divide created frustration for Chief Security Officers who understood risks existed but lacked clear paths to mitigation that wouldn't disrupt critical business operations. Organizations could identify thousands of vulnerabilities across their operational technology environments, but struggled to prioritize which issues actually posed meaningful risks given their specific operational contexts.Somasundaram recognized an opportunity to approach this problem differently. Rather than building another vulnerability scanner or forcing operational environments to conform to IT security models, he envisioned a platform that would provide contextual risk analysis and actionable mitigation strategies tailored to operational requirements.The decision to leave corporate security and start Asimily wasn't impulsive. Somasundaram had previous entrepreneurial experience and understood the startup process. He waited for the right convergence of market need, personal readiness, and strategic opportunity. When corporate priorities shifted through acquisitions, the conditions aligned for his departure.Asimily's founding mission centered on bridging the gap between operational technology and information technology teams. The company wouldn't just build another security tool; it would create a translation layer enabling different organizational departments to collaborate effectively on risk reduction.This approach required understanding multiple stakeholder perspectives within client organizations. Sometimes the primary user would be a Chief Information Security Officer. Other times, it might be a manufacturing operations head managing production floors, or a clinical operations director in healthcare. The platform needed to serve all these perspectives while maintaining technical depth.Somasundaram's product engineering background informed this multi-stakeholder approach. His experience with complex system integration—from telecommunications infrastructure to machine learning algorithms—provided insight into how security platforms could integrate with existing IT infrastructure while addressing operational technology requirements.The vision extended beyond traditional vulnerability management to comprehensive risk analysis considering operational context, business impact, and regulatory requirements. Rather than treating all vulnerabilities equally, Asimily would analyze each device within its specific environment and use case, providing organizations with actionable intelligence for informed decision-making.Somasundaram's entrepreneurial journey illustrates how diverse technical experience, industry knowledge, and strategic timing converge to address complex market problems. His transition from corporate executive to startup founder demonstrates how deep industry exposure can reveal opportunities to solve problems that established players might overlook or underestimate.Today, as healthcare systems, manufacturing facilities, and critical infrastructure become increasingly connected, the vision Somasundaram brought to Asimily's founding has proven both timely and necessary. The company's development reflects not just market demand, but the value of approaching familiar problems from fresh perspectives informed by real operational experience.Learn more about Asimily: itspm.ag/asimily-104921Note: This story contains promotional content. Learn more.Guest: Shankar Somasundaram, CEO & Founder, Asimily  | On LinkedIn: https://www.linkedin.com/in/shankar-somasundaram-a7315b/Company Directory: https://www.itspmagazine.com/directory/asimilyResourcesLearn more about ITSPmagazine Brand Story Podcasts: https://www.itspmagazine.com/purchase-programsNewsletter Archive: https://www.linkedin.com/newsletters/tune-into-the-latest-podcasts-7109347022809309184/Business Newsletter Signup: https://www.itspmagazine.com/itspmagazine-business-updates-sign-upAre you interested in telling your story?https://www.itspmagazine.com/telling-your-story Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why bother with risk management when you can just deal with problems as they happen? In this episode, Kim and Kate dig into the heart of that question—and the answer might just save your future self a world of pain. You'll hear: Hard-hitting stats: 1 in 6 projects go 200% over budget (Harvard Business Review), 17% of major IT projects threaten company survival (McKinsey), and why 69% of projects don't succeed. Firefighting vs. fire prevention: why controlled burns (boring, thankless prep) prevent disasters while the “heroes” just put out fires. ROI of risk management: the surprising 20:1 return on time spent planning versus cleaning up issues later. Language hacks: how swapping “risks” for “obstacles” (credit to Dr. Josh Ramirez) can get your team—and executives—on board. Practical techniques: from whiteboarding failure points to slicing your project into risk categories, simple ways to start risk management without drowning in templates. Whether you're a seasoned PM or just tired of project disasters, this episode shows why risk management isn't about doom and gloom—it's about giving future you a fighting chance. JOIN THE HAPPY HOUR! Get access to all podcasts, PDU certificates, bonus content, exclusive member Q&A webinars and more from our membership! https://pmhappyhour.com/membership

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 Fox visits with Corinna Hagen, a podcaster, author, business leader, and coach. Corinna shares insights about her transition from management consulting to founding her own coaching business, with a focus on leadership transformation and executive communication. She discusses the launch of her book ‘High-Stakes Communication Mastery for Leaders' and her new podcast ‘the/SHIFT for Leaders.' The conversation delves into effective communication strategies, building trust within teams, and the importance of self-awareness. Corinna emphasizes clarity in leadership and provides practical advice, including her ‘five by five' reflection method to improve self-awareness and leadership effectiveness. Key highlights: Leadership and Compliance Effective Communication and Trust Building Navigating Conversations on Difficult Topics Addressing Diverse Audiences Digital Leadership and Talent Acquisition Strengthening Compliance Communications  Resources: Corinna Hagen on LinkedIn Zaradigm High-Stakes Communication Mastery for Leaders on Amazon.com Tom Fox Instagram Facebook YouTube Twitter LinkedIn Check out my latest book, Upping Your Game-How Compliance and Risk Management Move to 2023 and Beyond, available from Amazon.com. Innovation in Compliance was recently honored as the number 4 podcast in Risk Management by 1,000,000 Podcasts.

A former competitive gamer, Mario Dimitroff from Bulgaria got his start on a local trading floor before discovering that the U.S. premarket session best fit his skills. Now trading for a living and doing nothing else, his news-driven, event-based scalping focuses on low-liquidity movers. Leveraging gaming-honed speed and pattern recognition, he quickly decides whether to ride momentum or fade to mean, enters/exits fast, sizes within liquidity, and sustains his edge by cutting losers quickly, avoiding drawdowns, and stacking small consistent wins. In this episode, you'll hear how Mario turned his competitive gaming instincts into an all-in commitment to the markets and full-time trading career. Links + Resources: Mario's YouTube Channel:  The Wall Street Cat - YouTube Sponsors of this episode of the Chat With Traders Podcast: Trade The Pool:  http://www.tradethepool.com TastyTrade:  http://tastytrade.com/podcasts Time Stamps: Please note: Exact times will vary depending on current ads. 01:30 Introduction and background 03:50 Early Experiences and Learning from Failure 07:38 Return to Trading During COVID-19 08:38 Working on a Trading Floor 10:51 Trading Strategies and Market Insights 11:14 Imposter Syndrome and Mental Challenges in Trading 14:57 Career Decisions and Trading Philosophy 18:49 Finding Trading Edge and Style 20:39 Scalping and Pre-Market Trading 21:40 Meme Stocks and Market Euphoria 24:07 Navigating Market Downturns 25:49 Understanding Euphoria and Market Psychology 43:54 Avoiding Drawdowns and Maintaining Profitability 45:48 Scalping Strategies and Risk Management 51:56 Biggest challenges as a trader 59:15 How to reach Mario 59:30 Chat With Tessa 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

Connect with Mark:https://smkcap.com/https://www.linkedin.com/in/mark-khuri-7543821/ Click to Access the Southwest Airlines 100,000 Point OfferEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Healthcare compliance just shifted fundamentally.Traditional whistleblowers who needed inside access are being replaced by artificial intelligence (AI)-powered relators who mine public datasets and flag statistical anomalies that could signal fraud.The U.S. Department of Justice (DOJ) logged 979 qui tam cases in 2024, many of which were reportedly triggered by mathematical outliers, rather than insider tips. Government agencies, such as the Centers for Medicare & Medicaid Services (CMS), have already recovered $820 million using algorithmic detection.During the next live edition of Monitor Mondays, senior healthcare analyst Frank Cohen will reveal a possible solution for hospitals, health systems, and physician practices.The weekly broadcast will also include these instantly recognizable features:• Monday Rounds: Ronald Hirsch, MD, vice president of R1 RCM, will be making his Monday Rounds.• The RAC Report: Healthcare attorney Knicole Emanuel, partner at the law firm of Nelson Mullins, will report the latest news about auditors.• Risky Business: Healthcare attorney David Glaser, shareholder in the law offices of Fredrikson & Byron, will join the broadcast with his trademark segment.• Legislative Update: Adam Brenman, senior government affairs analyst for Zelis, will report on the news happening at the intersection of healthcare and congressional action.

In this week's episode, Ricardo questions whether artificial intelligence (AI) actually reduces project risks or creates new ones. While it helps predict delays, identify flaws, and minimize errors, AI can create invisible risks, such as data bias, which distorts results, and "blind trust," when professionals accept predictions without critical analysis. Another risk is technological dependence: if the tool fails or disappears, the project could stall. There are also ethical and legal questions about who is responsible for AI's misguided decisions. Vargas emphasizes that AI is neither a villain nor an absolute solution. It should be seen as an ally, but always with human oversight, contingency plans, and clear accountability from managers. Listen to the podcast to learn more!

No episódio desta semana, Ricardo questiona se a inteligência artificial (IA) realmente reduz riscos em projetos ou se também cria novos. Embora ajude a prever atrasos, identificar falhas e minimizar erros, a IA pode gerar riscos invisíveis, como viés nos dados, que distorce resultados, e a “confiança cega”, quando profissionais aceitam previsões sem análise crítica. Outro risco é a dependência tecnológica: se a ferramenta falhar ou desaparecer, o projeto pode parar. Há ainda questões éticas e legais sobre quem responde por decisões equivocadas da IA. Vargas reforça que a IA não é vilã nem solução absoluta. Ela deve ser vista como aliada, mas sempre com supervisão humana, planos de contingência e responsabilidade clara dos gestores. Escute o podcast para saber mais!

Dive into Episode #153 of the Psych Health and Safety USA Podcast, featuring host Dr. I. David Daniels, PhD, CSD, VPS, and special guest Lawanda Hall, a risk and insurance professional, about the importance of understanding and managing risk of all kinds as a strategy for overall organizational effectiveness and sustainability. While many risk management programs and professionals focus on the risks that affect the organization, they can at times underestimate and under-focus on risks that impact the human beings in the organization. When most people hear the word “risk,” they tend to think of physical hazards like chemicals, flammable materials, slippery floors, faulty wiring, or heavy machinery. Interestingly, some people don't have a fundamental understanding of what risk is. Without this understanding, it is challenging to manage any risk, whether it be physical or psychosocial. Ms. Hall believes that it is essential to focus on all aspects of risk, including those that involve the people in the organization, if for no other reason than the organization can not exist without people.

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The One Big Beautiful Bill Act (OBBBA) made changes to the Federal Crop Insurance Act. On August 20, 2025, RMA announced immediate implementation of certain sections of this legislation, including premium discount increases for certain federal products including ECO, SCO, and MCO, changes to the Beginning Farmer & Rancher (BFR) program, and more.Join Dave DeCapp and Ken Ripley as they discuss what agents and insureds need to know about these changes and updates to FSA and farm safety programs, including ECAP and SDRP.

In this episode of Manufacturing Hub Podcast, hosts Vladimir Romanov and Dave Griffith sit down with Gavin Dilworth to explore the evolving world of ICS and OT cybersecurity. This is a topic that impacts every sector of manufacturing and critical infrastructure, yet many organizations still struggle with where to start, how to assess risk, and how to balance IT and OT responsibilities.Gavin brings decades of experience in automation engineering and cybersecurity, having worked across energy, oil and gas, water, and manufacturing. He shares his unique journey from being an operator and control systems engineer to becoming a specialist in OT cybersecurity. The conversation spans a wide range of issues, from asset inventory and managed switches to people, process, and technology frameworks that help organizations take the first step toward maturity.We discuss why IT and OT teams often clash and what it takes to bridge the gap. Gavin explains the realities of budgets, the challenges of compliance, and why self-reporting frameworks often fail to reflect true maturity. He also highlights the role of legislation in Europe, rising insurance premiums, and how cybersecurity assessments can influence financial and strategic decisions at the executive level.The episode provides clear insights into best practices such as building a proper asset inventory, structuring security awareness training for OT teams, and applying a risk-based approach to patch management. Gavin also outlines the importance of functional safety, process hazard analysis, and the role of frameworks like ISA/IEC 62443. For engineers, leaders, and decision makers, this conversation makes it clear that cybersecurity is not just a technology problem but a people and process challenge that requires long term discipline and investment.If you want to understand what real world OT cybersecurity looks like, what mistakes to avoid, and how to set a path toward resilience, this episode is packed with valuable takeaways.Timestamps 00:00 Introduction and upcoming ICC event 02:20 Gavin's career journey from operator to cybersecurity expert 06:00 What ICS and OT cybersecurity really mean 09:00 Managed switches, firewalls, and securing industrial devices 11:00 The importance of people, process, and technology in security programs 13:30 Asset inventories and the first practical steps in cybersecurity 17:00 Insurance, legislation, and financial implications of OT risk 23:00 The problem with self reporting and maturity frameworks 27:00 Risk based patching strategies and CVE management 31:00 Physical keys, tokens, and access control challenges 37:00 IT versus OT ownership of cybersecurity 45:00 Certifications, training, and resources for professionals 53:00 Unified Namespace and cybersecurity considerations 58:00 Predictions for the next five years in OT cybersecurity 01:02:00 Career advice for engineers and cybersecurity professionalsReferences mentioned in this episode Industrial Network Security, Eric D. Knapp (Third Edition): https://www.isa.org/products/industrial-network-security-third-edition Security PHA Review: https://www.isa.org/products/security-pha-review-for-consequence-based-cyberse Managing Cybersecurity in the Process Industries, ISA: https://www.isa.org/products/managing-cybersecurity-in-the-process-indust Industrial Cybersecurity: Efficiently secure critical infrastructure systems, Steve Mustard: https://www.isa.org/products/industrial-cybersecurity-efficiently-secure-criti Assessment Plus: https://assessmentplus.co.nz Ignition 8.3 by Inductive Automation: https://inductiveautomation.comAbout the hosts Vladimir Romanov is an electrical engineer and MBA with over a decade of experience in manufacturing and industrial automation. He has worked with Procter and Gamble, Kraft Heinz, Post Holdings, and now leads Joltek, a consulting and integration firm focused on digital transformation and modern manufacturing systems.Dave Griffith is an experienced systems integrator, consultant, and advisor in the industrial automation space. He has worked with manufacturers across multiple sectors, helping organizations align technology with business strategy.About the guest Gavin Dilworth is the founder of Assessment Plus, based in New Zealand. With a background spanning automation, controls, and cybersecurity, he helps organizations design architectures, implement policies, and build resilience in OT environments. He also mentors professionals looking to enter or advance in the ICS cybersecurity field. Connect with him here: https://www.linkedin.com/in/gavin-dilworth/

Discover how India is redefining global treasury strategy. TMI's Eleanor Hill speaks with HSBC's Aditya Lakhanpal and Mohit Agarwal to share essential insights for treasurers navigating rapid change in one of the world's fastest-growing markets. From UPI's instant payments and the digital rupee to GIFT City's rise and ESG integration, this episode explores the opportunities and challenges reshaping cash, liquidity, and risk management.

Have you ever wondered why some companies thrive while others, with seemingly great products, collapse? The answer often lies in an unseen force: corporate governance. In this episode of Corporate Finance Explained on FinPod, we go beyond compliance checklists to explore how the delicate balance between a company's board, executives, and shareholders is the true engine of its financial health or its ultimate demise.We'll use compelling real-world case studies to show you what happens when governance fails (and when it works spectacularly well). This episode is a must-watch for any finance professional looking to understand the forces that truly drive a company's financial success.This episode covers:What is Corporate Governance? We demystify this critical framework, explaining its role as the "operating system" for a company's financial decision-making, from risk management to capital allocation.When Governance Fails: We analyze the devastating consequences of governance failures at Enron, Theranos, and WeWork, revealing how a lack of transparency, expertise, and oversight can destroy billions in value.When Governance Works: We look at inspiring examples of good governance in action, showing how companies like Unilever and Microsoft used a strong framework to foster resilience, innovation, and long-term value creation.Your Role in Governance: We provide five actionable best practices for finance professionals to become central players in strengthening their company's financial integrity and strategic clarity.This is a comprehensive guide to understanding the invisible hand that guides a company's financial future.

In this episode of the Real Estate Pro Show, host Erika interviews Matt Zonies, CEO of Bluestone Loans, discussing his journey in the lending space, the unique aspects of his business, and the challenges and strategies involved in private lending. Matt shares insights on emerging trends, memorable deals, and the importance of communication in borrower relationships, as well as future plans for product expansion.   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   —--------------------

In this episode of Security Matters, host David Puner speaks with Andy Parsons, CyberArk's Director of EMEA Financial Services and Insurance, whose career spans from the British Army to CISO and CTO roles in global financial institutions. Andy shares hard-earned lessons on leadership, risk management, and the evolving cybersecurity landscape in banking—from insider threats to machine identity governance and the rise of agentic AI.Discover why “you can't secure what you can't see,” how manual processes fail at scale, and why treating machine identities as “first-class citizens” is no longer optional. Andy also explores the privileged access paradox, dynamic access management, and how AI is reshaping compliance, trading, and operational resilience.Whether you're a security leader, technologist, or financial executive, this episode offers strategic insights and practical steps to future-proof your organization in an era of accelerating digital risk.

In this compelling episode of SADA's Cloud and Clear podcast, we go "Beyond the Benchmark" with Joseph Menti, Senior Director of DevOps, Security, and IT Operations at DroneDeploy. Join host John Giglio, SADA's Director of Cloud Security, as we explore DroneDeploy's sophisticated and proactive approach to cloud security. DroneDeploy is a leader in reality capture, providing "superpowers" to industries like construction, agriculture, and solar with accurate mapping and analysis. Discover the unique security challenges of handling vast amounts of sensitive imagery and 3D model data. Joseph shares how DroneDeploy navigated their transition from co-located data centers to a predominantly Google Cloud Platform (GCP) environment, highlighting the immense capabilities of cloud tools for physical data security, access management, anomaly detection, and more. Learn about DroneDeploy's philosophy of "punching above their weight" – maximizing a small team's effectiveness through strategic technology adoption, like Security Command Center for asset inventory, and implementing Infrastructure as Code. The discussion also emphasizes the critical value of third-party security assessments, which provide unbiased validation, identify "unknown unknowns," and help prioritize the security roadmap. Joseph explains how a strong security program acts as a powerful business enabler, building customer trust and helping to secure deals. Finally, get insights into emerging threats, including the impact of AI on cyberattacks, and why user awareness training remains the highest ROI security measure. Key Takeaways: Cloud-Native Security Strategies: Harnessing GCP tools for automated security and efficient operations. Maximizing Resources: How to achieve robust security with a lean team through smart automation and strategic tools. The Power of External Validation: Why third-party security assessments are crucial for a world-class security framework. Security as a Business Enabler: Transforming security from a cost center into a competitive advantage. Battling Emerging Threats: Understanding AI's role in cyberattacks and the paramount importance of continuous security awareness training. Tune in to gain practical advice and inspiration for your cloud transformation journey! Connect with SADA & DroneDeploy: Learn more about SADA: https://sada.com/cloud-and-clear/  Explore DroneDeploy: https://www.dronedeploy.com/  Check out the DroneDeploy Horizons event in October: https://www.dronedeploy.com/horizons Read our DroneDeploy case study: https://sada.com/customer-story/dronedeploy-goes-the-extra-mile-for-enterprise-grade-security-with-google-cloud-and-sada  Subscribe to Cloud and Clear:

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Richard Smith, an insurance expert specializing in risk management for real estate investors. Richard shares his journey into the insurance industry, emphasizing the importance of specialization and understanding insurance contracts. He discusses the challenges faced in the insurance world, particularly during hurricane season, and highlights the need for investors to be proactive in protecting their assets. Richard also offers valuable advice on building relationships and networking, as well as insights on the importance of continuous learning for business success.   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   —--------------------

In this episode, we demystify the often misunderstood world of surveillance in financial services with Emily Wright, a leading expert in compliance and risk management. Emily breaks down the complexities of employee surveillance, highlighting its real value beyond mere compliance theater. She emphasizes the critical role of human behavior in shaping effective risk management strategies. Join us as we explore how understanding these dynamics can transform your organization's approach to surveillance and foster a culture of integrity and accountability. SHOW NOTES01:25 Career Journey 08:18 Behind the Screens Book 11:43 Obstacles for Trade Surveillance 14:11 Changes for Comms Surveillance 17:35 Technology & AI Influences 22:42 Do the 3 Lines of Defense Hold?

Send us a textBonus episode #96: This episode delivers a concise, actionable guide to the three most crucial learning priorities for finance leaders in the coming year: 1) using artificial intelligence to elevate your analysis, 2) performing a sensitivity analysis to make better strategic decision, and 3) applying financial risk management.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com.Support the show

Ready to take your data analysis skills to the next level? In this episode of What's New at CFI, we chat with subject matter expert Joseph Yeates about his newest course, Data Analysis in Python. This course is the perfect follow-up to our "Getting Started with Python" series and is designed for anyone, especially Excel users and BI professionals, looking to apply Python to real-world datasets.Joseph explains why Python is an essential skill for finance professionals today, covering its ability to handle large datasets and its new native integration with Excel.This episode coversThe Data Analysis Workflow: An overview of the entire process, from importing and cleaning data to analyzing and visualizing results.Bridging Excel and Python: How this course uses familiar tabular data structures to help you transition from spreadsheets to programming.Real-World Application: A personal story about using Python to build a predictive model for retail deposits, highlighting how powerful even small scripts can be.Overcoming the Intimidation: The encouraging message that you don't need a computer science background to master Python.If you're ready to go beyond the basics and start doing real data analysis with Python, this is your next step.

In this episode, Bill Moore, Compeer Financial's Chief Risk Officer, discusses the current state of the farm economy, emphasizing the importance of risk management. He highlights high production costs, volatile markets, and the need for farmers to plan ahead for 2026. Bill suggests crop rotation adjustments, marketing plans, and leveraging tools like crop insurance and scenario analysis to manage risks. Learn more about the impact of trade policies and the importance of a comprehensive farm bill. Listen to Compeer's Economic Minute for clear, practical insights on the ag economy and the economic forces shaping your farm's future.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scott Trench once felt limited in a corporate job, questioning whether financial freedom before retirement was even possible. Afraid of wasting decades climbing the corporate ladder for incremental raises at the cost of his freedom, he embraced frugality, disciplined saving, and smart investing. By the age of 27, he had achieved financial independence. In this episode, Scott shares his Financial Independence, Retire Early (FIRE) journey and actionable strategies for building wealth early, empowering you to reach financial freedom long before retirement. In this episode, Hala and Scott will discuss: (00:00) Introduction (02:23) From Early Career to BiggerPockets CEO (08:47) Scrappy Lessons and Startup Growth Hacks (13:51) Scaling BiggerPockets: Strategy and Growth (19:18) How BiggerPockets Makes Money (26:42) Stepping Down as CEO to Become a Full-Time Creator (30:14) The FIRE Movement and Its Evolving Models (39:47) Frugal Living, Wealth Building, and Saving Hacks (45:51) Smart Real Estate Strategies for Beginners (57:59) Different Paths to Financial Independence Scott Trench is a real estate investor and former CEO of BiggerPockets, the world's largest community for real estate investors. He co-hosts the BiggerPockets Money podcast, sharing insights on personal finance and wealth building. Scott is the bestselling author of Set for Life and a leading voice in the FIRE (Financial Independence, Retire Early) movement, promoting strategies for financial planning, investment, and early retirement. Sponsored By: Airbnb - Find yourself a cohost at airbnb.com/host  Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting  Open Phone - Get 20% off your first 6 months at OpenPhone.com/profiting.  DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting  SKIMS - Shop SKIMS Fits Everybody collection at SKIMS.com  Policy Genius - Secure your family's future with Policygenius. Head to policygenius.com/profiting  Masterclass - Get an additional 15% off any annual membership at https://masterclass.com/profiting  BitDefender - Save 30% on your subscription at bitdefender.com/profiting  Resources Mentioned: Scott's Book, Set For Life: bit.ly/SetforLife  Scott's Instagram: instagram.com/scott_trench  Scott's Podcast, BiggerPockets Money: bit.ly/BPMP-apple  Scott's YouTube, BiggerPockets Money: bit.ly/BPM-YouTube  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Stock Market, Scalability, Risk Management, Business Coaching, Finance Podcast.

In this conversation, Steve Olson shares his extensive experience in the real estate industry, discussing his journey from entering the market in 2007 to focusing on new construction and development. He emphasizes the importance of understanding risk in real estate investments, particularly in new construction, and highlights the advantages of investing in fourplexes as a strategic entry point for new investors. The discussion also covers the evolving landscape of real estate investing and offers advice for aspiring investors looking to navigate this complex field.   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   —--------------------

In this episode of Beer and Money, Ryan Burklo discusses the financial risks that arise once individuals surpass the seven-figure mark in assets. He emphasizes that contrary to popular belief, reaching this milestone does not simplify financial management; rather, it introduces new complexities and risks. The conversation highlights three main issues: the shift in control from savings to investments, the feeling of being stuck in wealth accumulation, and the dangers of concentrated holdings in investments. Burklo stresses the importance of having a coordinated financial strategy to navigate these challenges effectively. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Many Americans believe reaching seven figures makes finances easier. Significant risks can arise after surpassing seven figures. Investment growth often outpaces savings after reaching seven figures. Feeling stuck is common when trying to accumulate more wealth. Concentrated holdings can lead to substantial financial losses. A coordinated financial strategy is essential for wealth management. It's crucial to understand the risks associated with investments. Professional guidance can help navigate complex financial decisions. Wealth preservation is as important as wealth accumulation. Having a plan is vital to mitigate risks. Chapters 00:00 Understanding Financial Risks Beyond Seven Figures 03:11 Investment Growth vs. Savings Control 05:53 Feeling Stuck: The Challenge of Wealth Accumulation 08:48 Concentration Risk and Wealth Preservation

Consider this a wake-up call.As artificial intelligence (AI) quietly becomes part of the audit trail, healthcare leaders must ask a new question: who's reviewing the reviewers?During the next live edition of the venerable Monitor Mondays broadcast, contributing editor Sharon Easterling will break down why auditing AI tools are no longer a tech issue – they're a documentation integrity and compliance priority.Although this is an important topic for all healthcare professionals, register now to learn why it's particularly relevant for those in compliance and revenue integrity.The weekly broadcast will also include these instantly recognizable features:• Monday Rounds: Ronald Hirsch, MD, vice president of R1 RCM, will be making his Monday Rounds.• The RAC Report: Healthcare attorney Knicole Emanuel, partner at the law firm of Nelson Mullins, will report the latest news about auditors.• Risky Business: Healthcare attorney David Glaser, shareholder in the law offices of Fredrikson & Byron, will join the broadcast with his trademark segment.• Legislative Update: Cate Brantley, senior government affairs analyst for Zelis, will report on the news happening at the intersection of healthcare and congressional action.

In this episode of the Project Chatter podcast, hosts Val and Dale engage with Riccardo Cosentino to explore the unique aspects of the REM project in Canada, a public-private partnership (PPP) model that has garnered attention for its innovative funding and governance structure. Riccardo shares insights into the project's background, the role of the Quebec pension fund as a project sponsor, and the implications of risk management and return calculations. The conversation delves into the importance of early stakeholder involvement, the challenges of public opinion, and the potential for replicating this model in other sectors. Throughout the discussion, the significance of governance, long-term perspectives, and the necessary skill sets for project professionals are emphasized, providing valuable takeaways for listeners interested in infrastructure projects and PPPs.TakeawaysThe REM project is a unique public-private partnership model.Risk management is crucial in financing infrastructure projects.The obligation to repay investments can shift from taxpayers to private entities.Calculating returns involves considering ridership and land value capture.Contingency planning is integrated into the rate of return.Early involvement of stakeholders leads to better project outcomes.Governance structures can significantly impact project success.Long-term perspectives are essential for managing infrastructure investments.Curiosity and risk-taking are important traits for project professionals.The REM model could be applied to other sectors beyond transportation.Chapters00:00 Introduction and Guest Background03:24 Understanding Public-Private Partnerships (PPPs)06:11 The REM Project Overview08:56 Funding and Risk Management in the REM Project11:55 Calculating Returns and Land Value Capture14:33 Governance and Project Delivery17:21 Long-Term Perspectives and Lifecycle Management22:47 Changing Dynamics in Project Management24:35 Governance and Change Management in Projects26:38 Replicating Successful Project Models29:08 Applying the Model Beyond Rail Projects31:07 Reporting Mechanisms and Governance Structures33:55 Skill Sets for Successful Project Delivery35:39 Advice for Aspiring Project Professionals37:27 Resilience in Today's Project Challenges39:40 Future of the CDPQ Model and Its Replicability

In this week's episode, Ricardo explains the "broken windows" theory, which originated in criminology, and how it applies to project management. The central idea is that minor signs of disorder, when ignored, lead to bigger problems. In projects, accepting delays or failures without correction sends the message that quality and discipline are unimportant, opening the door to widespread carelessness. Therefore, it's crucial to quickly correct violations, maintain organized processes, and set an example of consistency and accountability. It's not about micromanaging, but about demonstrating that attention to detail protects the project. Often, it's not major disasters that destroy it, but the accumulation of minor oversights that undermine trust and results. Listen to the podcast to learn more!

No episódio desta semana, Ricardo explica a teoria das “janelas quebradas”, originada na criminologia, e como ela se aplica ao gerenciamento de projetos. A ideia central é que pequenos sinais de desordem, quando ignorados, levam a problemas maiores. Em projetos, aceitar atrasos ou falhas sem correção transmite a mensagem de que qualidade e disciplina não são importantes, abrindo espaço para descuido generalizado. Por isso, é fundamental corrigir rapidamente violações, manter processos organizados e dar exemplo de consistência e responsabilidade. Não se trata de microgerenciar, mas de mostrar que atenção aos detalhes protege o projeto. Muitas vezes não são grandes desastres que o destroem, mas o acúmulo de pequenas negligências que comprometem a confiança e os resultados. Escute o podcast para saber mais!

In this episode of the Real Estate Pros Podcast, host Pedro Pereira interviews Kevin Jimeno, a seasoned real estate investor with extensive experience navigating market shifts. Kevin shares insights on how to adapt to changing economic conditions, the importance of risk management, and the value of building strong relationships in the industry. He discusses the impact of AI on the economy and the challenges facing the middle class, while also highlighting the opportunities that arise during market downturns. Listeners will gain valuable knowledge on investment strategies, networking, and the future of real estate.   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   —--------------------

Mike Tannenbaum is the Founder and Managing Partner of Key Strategies, a boutique recruitment firm that specializes in providing world-class insurance and risk management talent to Fortune 500, insurance brokerage, carrier, and consulting firms across the U.S. With over 30 years of experience in this niche market, Mike has built a best-in-class network of corporate risk managers, insurance brokers, underwriters, claims and safety directors, RIMS account managers, and risk consultants at all levels. In this live from RIMS 2024 episode, Mike answers the top questions about recruiting in the insurance industry, from how often is acceptable to switch positions, what the total compensation package looks like, and whether the non-compete agreement is still an issue in the industry.   Key Takeaways: ● Mike shares the work that he does at Key Strategies and his podcast Should I Stay or Should I Go? ● Mike's path to becoming a career risk management recruiter started at a beach club. ● As a recruiter, Mike builds relationships with both candidates and companies. ● The importance and challenge of confidentiality in risk management recruiting. ● Why should you have conversations with a recruiter if you're not interested in changing jobs? ● Connecting candidates and employers in a pre-LinkedIn world. ● The evolving work of Key Strategies utilized LinkedIn as an effective tool. ● Addressing the talent shortage and inflation in the insurance industry. ● It's not only about salary — the importance of considering the total compensation package and the career opportunities. ● What is the acceptable timing to transition from one position to another? ● Is the non-compete agreement no longer an issue in the insurance industry? ● The most meaningful advice that Mike has learned in his career.   Mentioned in This Episode: Mike on LinkedIn Key Strategies   Tweetables:   “A good risk manager really needs to understand their company and how they operate in every little detail to be able to provide the right insurance and advice.”   “There's nothing wrong with being open to having those introductory conversations with a recruiter.”   “LinkedIn has presented some great challenges and some great opportunities in recruiting.”   “If you want people to believe in the mission, you have to sell them on the mission.”   “If you have your superstar employees, or anyone that you really value, you have to give them a reason to want to stay.”  

In this episode of Financial Pizza, host Steve Sedahl discusses various financial topics including the impact of AI on the market, the importance of behavioral finance in decision-making, strategies for minimizing investment risk, innovative life insurance options for retirement, and a cautionary tale about brokers behaving badly. The conversation features insights from several financial advisors and highlights the need for informed financial decisions in a rapidly changing landscape. Visit Financial Pizza to learn more. See omnystudio.com/listener for privacy information.

This episode features a conversation with Kate Castells, a risk management nurse at Copic, who talks about remote patient monitoring (RPM) wearables. They discuss the evolution and range of RPMs, from FDA-approved medical devices to consumer smart watches, with a focus on the clinical value of data collected and what can be used in medical decision-making. In addition, they look at the risks of using consumer device data, the importance of staff and patient education, and the potential benefits that may support care for certain patients. Feedback or episode ideas email the show at wnlpodcast@copic.comDisclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient's specific condition.

Timestamps00:00 Welcome & Introduction02:35 Karsten's Journey into Fire Protection07:26 Why Recurring Revenue Matters09:32 Turning Installs into Service Contracts11:13 Customer Service as a Growth Driver13:09 AHJ Compliance Platforms & Industry Shifts14:28 Navigating Local Jurisdiction Challenges18:18 Risk Management and System Types19:33 Karsten's Favorite Systems to Work On24:45 Suppression Systems & Market Competition26:19 Restaurant Stories from the Field28:15 Embracing Technology and AI in Fire Protection33:02 Private Equity & The Industry's Future34:48 ACE Fire's Online Presence35:41 Closing Takeaways

Join Dave and Farmers Mutual Hail crop insurance experts as they discuss the new federal product for 2026, Margin Coverage Option (MCO). MCO is an MPCI endorsement that combines the simplicity of the popular Enhanced Coverage Option (ECO) with the unique capability to insure against reduced margins. With a September 30 Sales Closing Date, be sure to learn about the product now and if it's right for your farm operation.

Extreme heat, characterized by sustained periods of unusually high temperatures, poses significant health, economic, and social challenges globally, impacting people, infrastructure, and businesses worldwide. To effectively mitigate the risks associated with extreme heat, organizations must be proactive in how they prepare for, adapt to, and manage current and future heat-related challenges. In this episode of Risk in Context, Marsh's Jack Watt, Marsh McLennan's Swenja Surminski, Mercer's Tracy Watts, and Rachael Barza from the European Bank for Reconstruction and Development discuss some of the challenges associated with extreme heat, as well as risk adaptation and explore management strategies that organizations should consider. You can access a transcript of the episode here. Read our report, Turning down the heat. For more insights and insurance and risk management solutions, follow Marsh on LinkedIn and X and visit marsh.com.

Ever wonder how giants like Apple and Toyota fund their massive operations? The secret isn't just in their sales, it's in their corporate credit ratings.In this episode of FinPod, we go beyond the technical details to explain what these ratings from agencies like S&P and Moody's actually mean and why they are one of the most powerful and often hidden levers in the financial world. We'll show you how a company's credit rating directly impacts its ability to borrow, expand, and compete.This episode covers:The Spectrum of Credit: We break down the difference between the desirable investment grade and the riskier speculative junk status.The Financial Superpower: How top-tier ratings give companies like Apple and Toyota access to extremely low borrowing costs, fueling strategic moves like share buybacks.The Cost of a Downgrade: The severe financial consequences a company like Ford faces when it loses its investment grade rating, including higher interest costs and restricted access to capital.The Comeback Story: The incredible turnaround of Netflix, which went from speculative grade to investment grade by refocusing on profitability and financial fundamentals.Why It Matters: We explain how these ratings aren't just for "finance nerds" but have real-world consequences, affecting everything from R&D funding to hiring.Whether you're a student, a finance professional, or just curious about how the economy works, this episode will give you a clear understanding of the financial gravity that shapes corporate success and failure.

Today, Jesse goes solo for a candid episode unpacking the most common mistakes and misconceptions he sees in personal finance, from the temptation to “rip off the bandaid” with Roth conversions to the behavioral traps of availability bias and flawed math around investment returns. He breaks down a real listener case study to show why paying millions in unnecessary taxes up front rarely makes sense, and explains why geometric averages—not arithmetic ones—are the only way to understand long-term investment performance. Jesse also tackles the question of whether hiring a financial planner still matters in an age of index funds, outlining how professional guidance can protect investors from costly behavioral mistakes and add value through tax strategies, estate planning, and disciplined execution. He goes behind the curtain on why most planners don't offer hourly services, compares business models in the industry, and underscores that even high earners can't outgrow poor spending habits. Finally, Jesse calls out the dangers of internet financial advice and reminds listeners that true financial success comes from avoiding pitfalls, questioning easy narratives, and building steady, intentional plans for the long run. Key Takeaways: • Availability bias influences investors—we tend to make decisions based on the most recent or vivid information, not on comprehensive analysis. • Neighbors' choices aren't financial advice—copying friends or coworkers' strategies can be dangerous without context. • The arithmetic average is misleading in investing—it ignores compounding and makes returns look better than they are. Geometric averages (compound returns) are the correct measure—they show the real growth rate of investments over time. • Financial advisors provide behavioral coaching and planning, not just advice. • You can't out-compound bad spending—even large salaries can't overcome low savings rates. • Internet financial advice is the wild west—anonymous content often lacks accountability or accuracy. Key Timestamps: (00:00) – Common Financial Planning Mistakes (08:08) – Availability Bias (11:42) – Arithmetic vs. Geometric Averages in Investing (21:48) – The Value of Financial Planners Beyond Index Funds (35:44) – Understanding RIA Regulations and Hourly Planning (41:22) – The Benefits of AUM Fee Model (46:45) – The Importance of Spending Plans (58:38) – Navigating Internet Financial Advice 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: The Dalbar Study: https://www.evaluatorfunds.com/jp-morgan-the-case-for-always-staying-invested/ More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ 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 Ontic's Connected Intelligence Podcast, Jake Williams and Robin Miller share how their Navy backgrounds shaped the founding of Fortified Risk Group and their unique approach to integrating digital and physical security. They discuss the evolution of corporate security, from intelligence-driven threat assessments to proactive risk mitigation strategies tailored for today's dynamic threat landscape. Listen in for insights into leadership, preparedness, and the importance of upstream thinking in safeguarding organizations and executives. You'll learn:How Jake and Robin reverse-engineer military strategies into practical corporate security measures that protect clients across industriesWhy integrating digital intelligence with physical protection is critical for closing security gaps and staying ahead of emerging threatsLeadership lessons from Navy SEAL experience, including the importance of people-first decision-making and practicing proactive, high-stress scenario planningIf you're enjoying this episode, please take a moment to rate and review the show.

Join guest host Michelle Smith, URMIA's Executive Director, as she interviews Liebe Meier Swain from Cornell University and Phillip Arrington from HUB International, who discuss how access to healthcare, especially mental health services, is linked to higher graduation rates. They highlight legislative changes, including Medicaid cuts and Affordable Care Act revisions, which may disproportionately affect vulnerable student populations, particularly those in rural areas and on Medicaid. They emphasize the need for campus-wide collaboration, proactive planning, and financial literacy to support students amid rising healthcare costs and shifting policies. Explore the evolving landscape of student health insurance and its critical role in student success in this episode of URMIA Matters.  Show NotesACHA - American College Health AssociationThe JED FoundationUS GAO Report: Students' Health Coverage Rates Have Improved, but Barriers to Coverage Remain for SomeAmerican Council on Education Healthcare Issue Landing PageAAU, Associations Raise Concerns on Proposed Medicaid CutsGuests Liebe Meier Swain, Director, Student Health Plan - Cornell University  Phillip Arrington, Vice President, Campus Health Solutions and SHIP Segment Leader - Hub InternationalGuest Host Michelle Smith, Executive Director - URMIA 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!

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 Fox visits with Lori Crooks, a seasoned professional in the field of cybersecurity and audit assessments, to discuss the evolution of auditing practices from physical infrastructure to cloud and AI.   Lori shares insights from her extensive career, highlighting key federal compliance frameworks like NIST 800-53, FedRAMP, and NIST 800-171. Lori stresses the importance of proactive compliance strategies and scalable GRC programs. As AI integration accelerates, she also touches on the challenges of adjusting compliance frameworks to keep pace with technological advancements, and the necessity of fostering collaboration within organizations to meet regulatory requirements effectively.  Key Highlights  Federal Auditing Frameworks Proactive Compliance Strategies Scalable GRC Programs AI and Compliance Landscape Future of Auditing in the Age of AI  Resources Lori Crooks on Linkedin Cadra  Tom Fox Instagram Facebook YouTube Twitter LinkedIn Check out my latest book Upping Your Game-How Compliance and Risk Management Move to 2023 and Beyond, available from Amazon.com.  Innovation in Compliance was recently honored as the number 4 podcast in Risk Management by 1,000,000 Podcasts.

In this conversation, Eric and Andy discuss the complexities and challenges faced in construction projects, particularly focusing on risk management, equipment delays, and unexpected complications. They share insights from a recent project involving HVAC equipment replacement and the impact of supply chain issues on timelines and costs. The discussion emphasizes the importance of assessing risks and planning for unforeseen circumstances in the construction industry.Send us a textSend us your feedback or topic ideas over on our social channels!Eric Aune @mechanicalhub Andy Mickelson @mick_plumbNewsletter sign up: https://bit.ly/MH_email

Learn how Saul is able to find over $50,000 a month in profitable Amazon to Amazon Flips.♻️ Learn More About Amazon to Amazon Flips Here - https://www.oachallenge.com/az-az-flips-challenge/➕ Join OAC+ - The premier community for Amazon sellers looking to grow their business and become better business owners: https://www.oachallenge.com/plus

(0:00) Intro(1:26) About the podcast sponsor: The American College of Governance Counsel(2:13) Start of interview(2:53) Teresa's origin story(4:30) Her career path at Deloitte (37-year career)(7:40) Transition to Board Service(8:37) Joining the board of ServiceNow(10:57) Joining the board of Warby Parker and understanding Public Benefit Corporations (PBCs)(14:48) Joining the boards of Snowflake and Docusign(15:38) Insights on Audit Committees (*reference to E179 with Jack Lazar)(17:10) Evolving Responsibilities of Audit Committees(21:40) The Climate and ESG Discussion(24:15) Boardroom Diversity Trends(26:13) The Rise of AI in Business(30:18) Navigating Geopolitical Changes(33:36) Handling Crisis Situations (her experience with whistleblower case and special committee with outside counsel investigation)(37:28) Engaging with Activist Investors(38:40) Founder Mentality vs. Governance *Reference to VC-Board Academy (on October 28, 2025 in NYC)(42:10) The Future of Private vs. Public Companies (impact of IPOs) *Mention of CaaStle fraud case.(45:57) The Impact of AI on Human Capital(48:29) Work from Home Dynamics(50:05) Book that has greatly influenced her life: Outlive, by Peter Attia (2022)(50:50) Her mentors. Rich Fineberg(51:51) Quotes that she thinks of often or lives his life by.(52:24) An unusual habit or an absurd thing that she loves.(53:11) The living person she most admires.Teresa Briggs serves on the boards of DocuSign, ServiceNow, Snowflake and Warby Parker. She is a member of the audit committee for each company and is the audit committee chair of ServiceNow, DocuSign, and Warby Parker. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Soliman Abbas's journey into investment banking is a masterclass in persistence and proactive learning. In this episode of Member Spotlight, the recent University of Bristol graduate and newly minted FMVA holder shares his inspiring story, from being an international student at 17 to landing his dream job.Soliman's story is proof that an intentional mindset and dedication to skill-building can change your entire career trajectory.In this episode, you'll learn:The crucial steps Soliman took to secure three internships before his second year of university.How he navigated the intense graduate job market, viewing every rejection not as a failure, but as a "redirection" and a valuable learning opportunity.Why an interviewer's recommendation for the FMVA certification was a "game changer" that bridged the gap between academic theory and practical, real-world finance.His secret to a strong work ethic, inspired by football superstars like Mo Salah, and his focus on consistency and mental strength.The reality of working in investment banking and why soft skills like communication and building trust are just as critical as financial modeling.This episode is a must-watch for anyone on the fence about their next career move or looking for the motivation to take their skills to the next level.

Welcome to another episode of Insurance Shoptalk, where host Eric Stein provides P&C agents with industry updates and in-depth information about new tools and programs they can use to improve their business! In this episode, Eric chats with guest John Tillery, one of the founder's of Whiteboard Risk, a commercial property and casualty agency located in Southern California and operating in all states. In this episode, Eric and John take a deep-dive into Whiteboard Risk's subscription risk management services, including its unique programs and many benefits, including higher commissions, contingency bonuses, and reduced Workers' Compensation claims and premiums. To learn more about Whiteboard Risk and their subscription risk management services, please visit https://www.whiteboardrisk.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the three most common portfolio mistakes they encounter with clients. They emphasize the importance of understanding asset classes, avoiding over-concentration in US large stocks, and ensuring proper diversification to mitigate risks. The conversation highlights the significance of a balanced investment strategy and the need for clients to be aware of their portfolio's composition and associated risks. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Clients often over-concentrate their investments in US large stocks. Many investors are unaware of the overlap in their mutual funds. Diversification is essential to manage risk effectively. Understanding asset classes can lead to better investment decisions. Investing should not be based solely on past performance. Proper portfolio construction can enhance returns without increasing risk. Clients often do not realize the risks associated with their portfolios. The S&P 500 is heavily influenced by a few large tech companies. Investors should look forward, not just at past performance. A balanced portfolio is crucial for long-term success. Chapters 00:00 Introduction to Common Portfolio Mistakes 02:19 Understanding Asset Classes and Concentration 09:55 The Dangers of Overlap in Investments 11:43 The Importance of Diversification 19:59 Navigating Market Volatility and Black Swan Events  

In this solo episode, Deb Coviello, the Drop-in CEO, shares a heartfelt reflection on the importance of pausing and reassessing your leadership journey. Deb opens up about her own experiences, the challenges leaders face, and the critical need to invest in yourself, stick to your strategy, and avoid burnout. Tune in for actionable insights and stories that will help you lead with intention and leave a lasting legacy. Episode Highlights 6:30 - Defining Planetary LeadershipDeb introduces the concept of planetary leadership and explains the risks of waiting for the "planets to align" before taking action. 11:20 - Real-World Example: Delayed Risk MitigationA story from Deb’s career highlights the consequences of delayed decision-making and the importance of addressing risks early. 15:40 - Building a Culture of Proactive LeadershipDeb offers actionable advice for leaders to foster environments where risk identification is celebrated and team input is valued. For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.

Online funding prop firms have captured the attention of traders in recent years. In this episode, the CEO of Trade The Pool, Michael Katz, joins the podcast to answer key questions and offer perspective from inside one of the leading firms. The conversation explores how these firms operate, what they mean for traders, and the common debates surrounding them.  The goal is not promotion of prop firms, but to pull back the curtain and provide a clearer understanding of the role prop firms play in today's trading landscape.   Links + Resources:  ●     Trade The Pool:  http://www.tradethepool.com   Sponsors of Chat With Traders Podcast: ●      Trade The Pool:  http://www.tradethepool.com ●       Plus500:  Try futures trading with Plus500 >> Start with a FREE demo or claim a bonus up to $200 with an open account 

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