Podcasts about sharefile

Synopsis Épisode d'été chargé, avec Patrick, Francis, Steve et Richer. On ouvre fort : un système de gestion de l'eau d'une ville québécoise a été piraté par un groupe russophone, une information confirmée dans le rapport annuel du Centre de la sécurité des télécommunications. Quelle ville? On ne le sait toujours pas. Et pendant ce temps, les municipalités n'ont ni le budget ni le monde pour se défendre. On parle aussi du CST qui a mené des cyberopérations offensives ayant dérangé des réseaux criminels, de l'Environmental Protection Agency américaine qui a créé une section dédiée à la cybersécurité de l'approvisionnement en eau — pendant qu'Ottawa et Québec regardent ailleurs — et du site web d'une usine de traitement d'eau retiré en panique après notre dernier épisode. Ensuite, gros morceau : les bornes de recharge Flo du Circuit électrique, leur interface web exposée, leurs cartes d'accès, et ce qui arrive quand un chercheur qui divulgue devient l'ennemi à abattre plutôt qu'un allié. On finit avec l'avis conjoint sur le durcissement des routeurs exposés à Internet, la cyber-hygiène IoT à la maison, un négociateur de rançongiciels qui travaillait en fait pour les attaquants, et une discussion franche sur le burn-out en cybersécurité. On dit « 0x296 » à l'audio, mais il s'agit bien de l'épisode 0x297. On a perdu le compte

"Context Bombing" flips the script on prompt injections Pentagon suspends CMMC Phase II requirements Old tech, new problems Get the show notes here: https://cisoseries.com/the-department-of-know-cmmc-suspended-sharefile-shutdown-context-bombing-strikes-back/  This week's Department of Know is hosted by Rich Stroffolino, with guests Tom Hollingsworth, networking technology advisor, Futurum Group, and Mark Eggleston, former CISO, CSC. Missed the live show? Check it out on YouTube. The Department of Know is live every Friday at 4:00 p.m. ET. Join us each week by registering for the open discussion at CISOSeries.com. Huge thanks to our sponsor, ThreatLocker Every security leader is being asked the same question right now: How do we enable innovation without creating unnecessary risk? That's the challenge behind cloud adoption. Behind AI. Behind automation. And behind every major technology decision. ThreatLocker helps organizations take a Zero Trust approach to that challenge—giving them greater control over what can execute, what can access their environment, and what users and applications are allowed to do. That's why ThreatLocker is proud to support Cyber Security Headlines.  Because security works best when innovation and control move together.

Microsoft Patch Tuesday July 2026 - The AI Acopolypse is Here https://isc.sans.edu/diary/Microsoft%20Patch%20Tuesday%20July%202026%20-%20The%20AI%20Acopolypse%20is%20Here%20/33154 LegacyHive : Windows user profile service arbitrary hive load elevation of privileges vulnerability https://git.projectnightcrawler.dev/NightmareEclipse/LegacyHive Progress confirms ShareFile zero-day flaw behind Storage Zone shutdown https://www.bleepingcomputer.com/news/security/progress-confirms-sharefile-zero-day-flaw-behind-storage-zone-shutdown/ xAI/Grok Exfiltrating Data and Secrets https://cereblab.com My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich

ShareFile emergency explained, a year of Salesforce breaches examined, healthcare cybersecurity in critical condition and click fix goes number one for malware.  David Shipley covers Progress Software's emergency ShareFile shutdown, now tied to a previously unknown high-severity path traversal flaw in Storage Zone Controller 5.x/6.x with patches available (5.12.5 and 6.0.2) and no evidence of prior exploitation. Microsoft's analysis of a year of ShinyHunters activity compromising corporate Salesforce environments by abusing trust via OAuth (IT-support phone cons, vendor token theft such as Salesloft/Drift, and misconfigured guest access), prompting new monitoring tooling. A Fortified Health Security report finding healthcare fixed only 6% of identified risks in H1 2026 amid surging vulnerabilities, third-party risk, and weak identity hygiene. ReversingLabs and ReliaQuest research showing ClickFix social-engineering is now a leading malware delivery method; and Telstra's nationwide outage traced to an obsolete time server hit by a GPS rollover bug, disrupting Triple Zero calls and prompting Senate scrutiny. 00:00 Sponsor NordLayer 00:37 Headlines Overview 01:06 ShareFile Patch Explained 03:25 Salesforce OAuth Break Ins 06:01 Hospitals Drowning in Risks 08:24 ClickFix Malware Surge 11:13 Telstra Time Server Outage 12:32 Wrap Up and Sign Off

Today’s headline news for Canadian IT solution providers: Microsoft July 2026 Patch Tuesday fixes 570 flaws, 3 zero-days: Microsoft released its July 2026 Patch Tuesday update addressing 570 vulnerabilities including 3 zero-days, according to BleepingComputer. The zero-day status means MSPs should prioritize these patches immediately for client environments. With 570 total fixes to stage, test, and deploy, Canadian partners managing regulated clients in healthcare, finance, and provincial government face a compressed vulnerability response window this week. Citrix Platform Flex opens a new services opportunity: Citrix is introducing Platform Flex, a persona-based pricing model that gives partners room to build consulting, workforce assessment, and migration services around how customers actually use the platform. According to ChannelE2E, the shift lets partners attach higher-margin services to each deployment by right-sizing workloads to user personas. The new model is particularly relevant in the Canadian mid-market, where virtual desktop and app delivery standardization has been strong but differentiation has been thin. AI compliance is becoming an operational blind spot for MSPs: AI compliance should not be treated as a policy exercise that happens once and then sits on a shelf. According to Terry Irons on ChannelE2E, the value for MSPs is operationalizing compliance around AI data handling, model access, and prompt logging. Canadian MSPs already navigating Law 25 and PIPEDA amendments will recognize the pattern: the regulation exists, but the recurring revenue opportunity lies in helping customers stay inside the lines as the technology changes. CMMC third-party audits paused but the opportunity isn’t: The Department of Defense has pressed pause on third-party audits for the Cybersecurity Maturity Model Certification, but the compliance requirements themselves remain in place for defense contractors. According to ChannelE2E, that gap creates an opening for MSPs and MSSPs to expand compliance services. Canadian partners serving cross-border contractors or aerospace supply chain clients should expect renewed advisory conversations. Progress confirms ShareFile zero-day behind Storage Zone shutdown: Progress confirmed a ShareFile zero-day flaw was behind the Storage Zone shutdown, BleepingComputer reports. Partners managing client file-sharing infrastructure should assess exposure and confirm whether affected Storage Zone configurations are in their environments. MSSP Alert Top 250 application opens for 2026: The MSSP Alert Top 250 MSSP list application process is open for 2026. ChannelE2E offers guidance on what judges look for and which mistakes could hurt a ranking. Changes in the Channel tracks leadership moves for July 6-10: ChannelE2E tracked leadership changes and shakeups across the channel for the week of July 6-10. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Wednesday, July 15, and here’s what’s happening in the channel today. Microsoft released its July 2026 Patch Tuesday update addressing 570 vulnerabilities across the portfolio, including 3 zero-days. According to BleepingComputer, the zero-day patches should be prioritized immediately for client environments. The scale of the release means MSPs need to stage patch deployment carefully. With 570 fixes to validate and deploy, technicians are managing a large surface area without disrupting business operations. Canadian partners managing regulated clients in healthcare, finance, and provincial government should expect compressed vulnerability response windows this week. Law 25, PIPEDA, and sector-specific frameworks all embed expectations around timely critical patch management, and a July drop of this magnitude tests those service level commitments. Microsoft is positioning the release as part of its regular cycle, but the zero-day status means this is not a routine Tuesday. Partners should be communicating with clients now about maintenance windows and priority sequencing for on-premises and hybrid infrastructure. Citrix is introducing Platform Flex, a persona-based pricing model that moves away from one-size-fits-all licensing and gives partners room to build consulting, workforce assessment, and migration services around how customers actually use the platform. According to ChannelE2E, the shift lets partners attach higher-margin services to each deployment by right-sizing workloads to user personas rather than simply renewing seat counts. The new model is particularly relevant in the Canadian mid-market, where virtual desktop and app delivery standardization has been strong but differentiation has been thin. Platform Flex creates a natural entry point for partners to conduct usage assessments, recommend persona transitions, and bundle ongoing optimization services. It also gives partners a way to defend margins against pure license resale by making the consulting layer part of the renewal conversation. Citrix is positioning Platform Flex as a way to reduce customer shelfware, but the partner angle is that it turns every renewal cycle into a services engagement. AI compliance should not be treated as a policy exercise that happens once and then sits on a shelf. According to Terry Irons on ChannelE2E, the value for MSPs is operationalizing compliance around AI data handling, model access, and prompt logging. As customers deploy more AI tools, the governance gap between experimentation and controlled scale is widening, and MSPs that treat AI governance as a document creation exercise risk missing the continuous monitoring requirement. Canadian MSPs already navigating Law 25 and PIPEDA amendments will recognize the pattern: the regulation exists, but the recurring revenue opportunity lies in helping customers stay inside the lines as the technology changes. The piece suggests that MSPs who build AI compliance into their existing security operations center workflows, rather than treating it as a separate consulting project, will capture more of that spend. The shift from one-time policy to ongoing operational control is the same transition the channel has already made with security, and AI is now following that path. In Brief – CMMC third-party audits are paused but the channel opportunity isn’t. Progress confirms a ShareFile zero-day flaw behind the Storage Zone shutdown. MSSP Alert Top 250 application opens for 2026 ranking. Changes in the Channel tracks leadership moves for the week of July 6-10. Full details and links in the show notes or the blog post. Later today on In The Channel, we close out our HPE Discover 2026 coverage with vice president of North America channel and partner ecosystem Jeremiah Jenson, talking about the 30-day quote validity, Canadian partner influence, and the push for data center networking growth. And if you haven’t heard it yet, yesterday’s episode featured Curtis Dery from Xerox IT Solutions on HPE financing, GreenLake wins, and why AI is a digital goldmine for the channel. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Referências do EpisódioSonicWall SMA1000 Series Appliances Affected By Multiple VulnerabilitiesTwo SonicWall SMA 1000 Zero-Days Exploited, One Could Enable Admin CommandsMicrosoft July 2026 Security UpdatesSAP Security Patch Day - July 2026Progress confirms ShareFile zero-day flaw behind Storage Zone shutdownRoteiro e apresentação: Carlos CabralEdição de áudio: Paulo Arruzzo Narração de encerramento: Bianca Garcia

The U.S. and its allies warn of Russian cyber threats targeting critical infrastructure as Europe rolls out new sanctions. Apple sues OpenAI over alleged trade secret theft. Progress investigates a potential ShareFile security incident, Zimbra patches a critical flaw, and researchers uncover the new CrashStealer macOS malware. Plus, the EPA tests water utility resilience, scammers clone trusted news sites, and our Monday business briefing. Our guest is Brandon Karpf, from NTT, discussing the 11th Japan-U.S. Cyber Dialogue. Californians smash that delete button. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Brandon Karpf, friend of the show discussing the 11th Japan-U.S. Cyber Dialogue. Selected Reading US and allies warn of Russian critical infrastructure attacks (Bleeping Computer) EU sanctions Russian GRU military hackers over cyberattacks (Bleeping Computer) OpenAI Hardware Biz Built with Apple Secrets, Apple Says (Gov Infosecurity) Progress Software Warns of External Security Threat to ShareFile (Infosecurity Magazine) Zimbra Patches Critical Code Execution Vulnerability (SecurityWeek) When Hackers Cut the Internet, Will the Water Still Flow? (BankInfo Security) ‘A very good clone': news stories faked to lure victims to scam investment sites (The Guardian) CrashStealer: C++ macOS infostealer posing as crash reporter (Jamf) Business Briefing for 07.08.26  (N2K Pro Business Briefing) 322,000 Californians sign up to have data brokers delete their personal information (Mercury News) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Progress Sharefile Emergency Shutdown Notice https://status.sharefile.com https://www.reddit.com/r/sysadmin/comments/1usohco/psa_shutdown_your_sharefile_storage_zone/ https://www.bleepingcomputer.com/news/security/progress-urges-sharefile-customers-to-shut-down-servers-over-credible-threat/ U-Boot Vulnerabilities https://www.binarly.io/blog/unfit-to-boot-breaking-u-boots-fit-signature-verification Nightmare Eclipse Releases Next Microsoft Defender Exploit https://blog.projectnightcrawler.dev/posts/2026-07-09-some-interesting-findings-in-windows-defender/ Cisco Increases Patch Cadence https://blogs.cisco.com/security/strengthening-the-foundation-a-predictable-customer-focused-response-to-ai-accelerated-vulnerability-discovery My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich

ShareFile shutdown order, a double-agent ransomware negotiator sentenced, and vishing crews raid SharePoint   Progress Software ordered customers running ShareFile Storage Zone Controllers to shut down the Windows servers immediately amid a credible external threat, offering no CVE, threat details, or restoration timeline while noting cloud-only customers aren't affected.   Former ransomware negotiator Angelo Martino was sentenced to 70 months for feeding BlackCat operators victims' negotiating positions and insurance limits, taking a cut of payments, and helping deploy BlackCat against additional U.S. companies; $10 million has been seized and restitution is set for Sept. 17.   Dutch police say a phone call kickstarted the Odido breach affecting 6.2 million customers and may release the suspected hacker's recorded voice if he doesn't surrender.   ReliaQuest profiled "Helix," an extortion crew using vishing and Microsoft device-code logins to steal SharePoint data via session tokens; defenses include disabling device-code auth and restricting SharePoint.   Assurance America disclosed a breach impacting 6.99 million people, including leaked driver's license data. 00:00 NordLayer Sponsor Message 00:37 Today's Cyber Headlines 01:08 ShareFile Shutdown Alert 03:39 Ransomware Double Agent Sentenced 05:13 Odido Breach Voice Threat 06:24 Helix Vishing SharePoint Extortion 08:00 Assurance America License Leak 08:57 Wrap Up and Conference Note 09:25 NordLayer Sponsor Reminder

Windows backdoor stuffs multiple wipers and ransomware code into a single package NSA brings back Tailored Access Operations name for elite hacking unit Progress urges ShareFile customers to shut down storage zone controllers  Show notes: https://cisoseries.com/cybersecurity-news-multifunction-windows-backdoor-nsa-revives-tao-urgent-sharefile-warning/ Huge thanks to our sponsor, ThreatLocker Every security leader is being asked the same question right now: How do we enable innovation without creating unnecessary risk? That's the challenge behind cloud adoption. Behind AI. Behind automation. And behind every major technology decision. ThreatLocker helps organizations take a Zero Trust approach to that challenge—giving them greater control over what can execute, what can access their environment, and what users and applications are allowed to do. That's why ThreatLocker is proud to support Cyber Security Headlines. Because security works best when innovation and control move together.

Referências do EpisódioWEBINAR: A CONFIANÇA COMO PORTA DE ENTRADA DO ATACANTEProgress Told ShareFile Customers to Pull the Plug on Their Servers. Here's What We Know.Unfit to Boot: Breaking U-Boot's FIT Signature VerificationCritical Zimbra Flaw Could Let Crafted Emails Run Malicious Code in User SessionsOne Target, Two Flags | Rival Espionage Actors Converge On Pakistani Law EnforcementRoteiro e apresentação: Carlos CabralEdição de áudio: Paulo Arruzzo Narração de encerramento: Bianca Garcia

Jeremy Segal, Executive Vice President of Corporate Development, Progress (NASDAQ: PRGS) Buyers who mistake a high LOI bid for a winning strategy are easy prey for sellers who know the growth equity playbook. Jeremy Segal's position: precision at the LOI stage is a stronger differentiator than price. Jeremy Segal is EVP of Corporate Development at Progress (NASDAQ: PRGS), a publicly traded software company that has nearly doubled revenue through M&A, from under $400 million to nearly $1 billion. He has closed roughly 50 acquisitions across his career at Progress, LogMeIn, and Akamai. How do you build a cost-optimization model before LOI for lines you know you can execute? How do you win a competitive process against PE without the highest headline number? When a seller restricts access during the announce-to-close window, how do you decide whether to escalate or walk? And how do you handle a workforce that expected an IPO and got an acquisition instead? Jeremy answers each one. What You'll Learn Building a pre-LOI cost optimization model on what you can actually execute How to use existing infrastructure to outbid PE on price Escalating diligence friction before it kills a deal Why a no-retrade commitment builds trust with sellers Structuring retention pools when a target's IPO falls through What target profile actually fits a disciplined buyer Why private valuations haven't caught up to public markets If you're building deal models before LOI and want a framework for translating those assumptions into an operational plan you can actually execute, DealPilot, powered by M&A Science, has Buyer-Led M&A™ frameworks to help you close the gap between what you modeled and what you deliver. ____________________ This episode of M&A Science is presented by DealRoom. DealRoom just launched the only MCP server built for Buyer-Led M&A™ — so your AI and your deal data finally work together. Connect Claude, ChatGPT, or Copilot directly to DealRoom and let your AI read your pipeline, analyze due diligence documents, and automatically write findings back.  See for yourself: dealroom.net/mcp ____________________ Episode Chapters [00:00] Intro [05:07] Why M&A has to be the growth engine [07:36] Deal cadence and financial discipline [09:42] Pipeline strategy and the five-year roadmap [12:46] How the synergy model works before LOI [17:15] The no-retrade commitment [17:48] Chef: beating PE on a competitive deal [24:56] ShareFile: carve-out from Cloud Software Group [28:07] What to look for in a carve-out diligence [33:48] MarkLogic: when the seller restricts access [38:48] When seller motivation becomes an orange flag [40:09] What counts as a material change warranting a retrade [41:12] How public market cycles affect the deal pipeline [48:09] Advice for a first-time acquirer [49:46] The craziest thing in M&A [53:02] Early Warning Signs in Diligence

  Why do small business leaders keep buying more software yet still feel like they are drowning in logins, dashboards, and unfinished work? In this episode of Tech Talks Daily, I sit down with Jesse Lipson, founder and CEO of Levitate, to unpack a frustration I hear from business owners almost daily. After years of being pitched yet another tool, many leaders now spend hours each week troubleshooting software instead of serving customers. Jesse brings a grounded perspective shaped by decades of building SaaS companies, including bootstrapping ShareFile before its acquisition by Citrix, and what stood out to me immediately was how clearly he articulates where the current software model has broken down for small businesses. We talk about why adding more apps has not translated into better outcomes, especially for teams without dedicated specialists in marketing, finance, or sales. Jesse explains how traditional software often solves only part of the problem, leaving owners to become accidental experts in accounting, marketing strategy, or customer communications just to make the tools usable. From there, our conversation shifts toward what he believes will actually matter as AI adoption matures. Rather than chasing full automation or shiny new dashboards, Jesse argues that the real opportunity lies in blending intelligence with human guidance, allowing AI to work quietly behind the scenes while people remain the face of authentic relationships. A big part of our discussion centers on trust and connection in an AI-saturated world. Jesse shares why customers have become incredibly good at spotting automated communication and why relationship-based businesses cannot afford to lose the human element. We explore how AI can act as a second brain, helping business owners remember details, follow up at the right moments, and show up more thoughtfully, without crossing the line into impersonal automation that turns customers away. His examples, from marketing emails to customer support, make it clear that technology should support better relationships rather than replace them. We also look ahead to what small businesses should realistically focus on as AI evolves. Jesse offers practical guidance on getting started, from everyday use of conversational AI, to building internal documentation that allows systems to work more effectively, and eventually moving toward agent-based workflows that can take on real operational tasks. Throughout the conversation, he keeps returning to the same idea, that AI works best when it helps people become the kind of business leaders they already want to be, more present, more consistent, and more human. If you are a founder, operator, or small business leader feeling overwhelmed by tools that promise productivity but deliver friction, this episode offers a refreshing reset. As AI becomes more capable and more embedded in daily work, the real question is not how many systems you deploy, but whether they help you build stronger, more genuine relationships, so how are you choosing to use AI to support the human side of your business rather than bury it? Useful Links Connect with Jesse Lipson Connect with Jesse on X Learn more about Levitate    

Everyone's chasing AI. Meanwhile, most organizations are wasting 25-30% of their software budget on tools nobody uses.In this episode, we meet James Malek, Senior VP of IT Infrastructure at Lexitas, who inherited chaos—45 acquisitions in five years, no structured IT department, and a hodgepodge of contracts everywhere. Instead of chasing the next shiny thing, James took a different approach: foundation first.What his team discovered when they finally got visibility into their software estate—including 300 employees using ChatGPT at a legal services company handling sensitive data—changed everything.In this episode, you'll learn:• Why software waste persists despite decades of awareness—and what actually fixes it• How one company consolidated seven separate ShareFile contracts into one• The shadow AI problem hiding in your organization right now• Why you can't do it all yourself—and what to do insteadFeaturing:• James Malek, Senior VP of IT Infrastructure, Lexitas• Elizabeth D'Amico, Manager, SAM Programs & Enablement, Softchoice• Josh Brewer, Account Executive, SoftchoiceThe Catalyst by Softchoice is the podcast dedicated to exploring the intersection of humans and technology.

Yogesh Gupta, CEO of Progress Software (PRGS), joins to discuss the company's latest quarter. The AI software infrastructure company is up over 11% in Wednesday trading. Their acquisition of ShareFile last year helped boost their top-line growth, driving the company to its best-ever year. Yogesh explains how their use of AI is keeping expenses in check while serving clients. “We see [AI integration] as a virtuous cycle,” he says. However, he also talks about some of the downsides of Ai limitations. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of Cybersecurity Today, host Jim Love discusses the latest in cybersecurity threats including the rapidly growing Kim Wolf botnet affecting millions of devices, the rising threats to file-sharing environments, and the intersection of cybercrime with physical supply chains. He also covers an audacious hacktivist takedown of white supremacist websites. Tune in to learn about the evolving landscape of cybersecurity and practical measures you can take to protect your systems. Thank you to our sponsor Meter for supporting this podcast. Cybersecurity Today would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/cst 00:00 Introduction and Sponsor Message 00:21 Kim Wolf Botnet: A Growing Threat 04:07 Mitigation Strategies for Kim Wolf 05:22 Corporate Data Breaches: Zestix and ShareFile 07:48 Cyber-Enabled Cargo Theft: The Lobster Heist 09:44 Hacktivism: Root Takes Down White Supremacist Sites 11:46 Conclusion and Contact Information

In this episode of The Digital Executive, host Brian Thomas sits down with Jesse Lipson, founder and CEO of Levitate, a relationship marketing platform helping small businesses build genuine, human connections at scale. A seasoned entrepreneur, Jesse previously founded ShareFile, growing it to millions of users before its acquisition by Citrix, and has since become a key leader in North Carolina's tech ecosystem.Jesse shares the inspiration behind Levitate—observing firsthand how traditional CRMs and marketing automation tools fall short for relationship-driven businesses. Instead of mass-blast, transactional communication, he saw a need for a platform built around authentic, personal outreach—the kind that drives referrals, trust, and long-term loyalty.He discusses Levitate's recent expansion into healthcare, where providers face unique challenges: limited staff, increasing competition, and the delicate balance between efficiency and personalized patient communication. Jesse explains how Levitate's software-plus-services model helps practices stay top-of-mind with patients, maintain a strong online presence, and offload time-consuming content creation so practitioners can focus on care.Looking ahead, Jesse explores how AI will shape the future of relationship-driven software. Rather than replacing personal connection, he believes AI should enhance it—helping professionals remember meaningful details, reach out at the right moments, and scale genuine communication without losing the human touch.If you liked what you heard today, please leave us a review - Apple or Spotify.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Yogesh Gupta, CEO of Progress Software (PRGS), tells the enterprise software company's story. He says Progress has almost 200K customers and talks about their recent quarterly earnings beat. He also shares details about the “mission critical” services Progress provides to its customers and their recent acquisition of ShareFile for $875 million. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Join Bob Knakel and Michael Bull, CCIM as they discuss commercial and multifamily market expectations for 2025. Discussions include transaction volume, office trends, plus historically proven buyer and seller strategies. ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

Broker and host Michael Bull shares his top ten strategies for business and personal success.   ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

Tune in to hear forecasts for 2025, including transaction volume interest rates, inflation, and lender expectations related to new financing and loan maturity resolutions. Tim Bodner with PwC and Michael Bull, CCIM with Bull Realty, discuss expectations for various sectors including data centers, healthcare, retail, and office.    ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

On today's LawNext: we hand over the podcast to NotebookLM to discuss the state of law practice management technology.  If you haven't heard of NotebookLM, it is a generative AI tool from Google that turns your documents into engaging audio discussions. Its output sounds a whole lot like, well, a podcast, with two hosts chatting it up about your documents.  To quote Google's own description, “With one click, two AI hosts start up a lively “deep dive” discussion based on your sources. They summarize your material, make connections between topics, and banter back and forth.” So we decided to give it a try. Back in September, LawNext host Bob Ambrogi wrote a four-part series on his LawSites blog called, “The Shrinking Ownership of Law Practice Management Technology.” It was a deep dive into how ownership of law practice management software for solo and small law firms has been consolidated under just six major ownership groups.  We loaded the four parts of that series into NotebookLM and asked it to generate its audio overview. What you'll hear today is the discussion it generated, followed by Bob's thoughts on what it produced. The NotebookLM audio is about 15 minutes long, and Bob's comments will come after that plays.  It is important to keep in mind that the audio generated by NotebookLM is not simply a summary. The two speakers do summarize key points from Bob's articles, but they also add interpretations and perspectives that are nowhere to be found in the original source material.  Here are the articles on which the audio is based: The shrinking ownership of law practice management technology (Part 1 of 4): A Market Dominated by Just Six Ownership Groups.  The shrinking ownership of law practice management technology (Part 2 of 4): A Scorecard of Who Owns What. The shrinking ownership of law practice management technology (Part 3 of 4): Future Development and Market Opportunities. The shrinking ownership of law practice management technology (Part 4 of 4): Wrapping It All Up.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Littler, local everywhere.  Steno, reliable court reporting with a revolutionary approach ShareFile, Securely send, store, and share files – plus discover document workflows designed to improve your client experience.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Watch two experienced real estate attorneys battle through key aspects of a commercial lease negotiation in front of a live audience receiving CE credit. This segment features Chris Troutman with Alston & Bird and Meghan Gordon with Arnall Golden Gregory LLP, and is moderated by show host and broker Michael Bull, CCIM.  ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

You cannot have innovation without adoption. That was a theme I heard repeatedly when I attended the Knowledge Management & Innovation for Legal conference in New York City in October. Our guest today, Paul Henry, would take that a step further and say you do not really have adoption without engagement.  Henry is the founder and CEO of NGAGE Intelligence, a platform that provides law firms with highly granular and comprehensive behavioral analytics to help them understand whether, how and by whom their communication, collaboration and AI tools are being used.   NGAGE was founded on the notion of employee engagement and how analytics can be used to measure and improve it. At the conference, LawNext host Bob Ambrogi sat down with Henry to learn more about Ngage and how the analytics it provides can drive adoption, engagement and governance.  A note that this was recorded live at the conference, as the morning keynote speech was being piped throughout the conference area, so I apologize for the background noise.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Littler, local everywhere.  Steno, reliable court reporting with a revolutionary approach Sharefile, Securely send, store, and share files – plus discover document workflows designed to improve your client experience.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

How do international investors view investing in U.S. real estate? Have their plans adjusted for election results and possible tariffs? What do they think about U.S. housing, migration, and inflation? Join broker Michael Bull, CCIM as he interviews AFIRE CEO Gunnar Branson about the results of their Fall/Winter 2024 Pulse Report.  Read the AFIRE Pulse Report ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

Everlaw for Good is a program run by the e-discovery company Everlaw, through which it makes its software available at no cost to legal aid organizations, nonprofit organizations, and investigative journalists.  One beneficiary of that program is the Center for Justice and Accountability, a human rights nonprofit that works to seek justice on behalf of victims of atrocity crimes, including torture, genocide, and war crimes. At the recent Everlaw Summit, the CJA's work using the Everlaw platform was honored with the Everlaw for Good award.  LawNext host Bob Ambrogi was at the summit, which was held in San Francisco in October, and he had the opportunity to sit down to record this conversation with two of the CJA's lawyers, along with the director of the Everlaw for Good program. Today's guests are: Claret Vargas, senior staff attorney at CJA.  Daniel McLaughlin, senior staff attorney at CJA. Joanne Sprague, director of Everlaw for Good.  They discuss the Everlaw for Good program and the specific impact it has had on CJA's work.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Littler, local everywhere.  Steno, reliable court reporting with a revolutionary approach Sharefile, Securely send, store, and share files – plus discover document workflows designed to improve your client experience.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Looking for a thought partner? How about content or reports? Maybe images and video? Rod Santomassimo with the Massimo Group joins broker Michael Bull to share AI resources, processes, winning strategies, and mistakes to avoid. ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Could shopping malls be making a comeback? Caroline Wu with Placer.AI joins show host Michael Bull to share the latest trends on mall traffic, and how retailers and property owners are generating new experiences to boost customers.  ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show    

How might the election results impact gas prices, inflation, banks, and commercial real estate. Join BGO Chief Economist Ryan Severino and Bull Realty CEO Michael Bull as they discuss how the election results could impact business decisions, property values, and transaction volume. ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

This years theme for the PwC - ULI Emerging Trends report? "The Time Has Come". Tune in to hear the highlights with Andrew Alperstein with PwC and Michael Bull with Bull Realty. Topics include top markets, sector trends, and opportunities for industry participants. Emerging Trends in Real Estate 2025 ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Will positive industrial performance continue? What should we expect for the Federal Reserve's next meeting on interest rates? What are the trends for new supply and transaction volume? Join Ermengarde Jabir with Moody's Analytics and host Michael Bull with Bull Realty to discuss the industrial market and expectations moving forward. ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Joe Sarachek, Founding Principal with The Sarachek Law Firm, joins Michael Bull, CCIM to discuss fundamentals and strategies for investing in distressed real estate properties. ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Join First American Economist Xander Snyder and Michael Bull, CCIM as they discuss the latest on retail property performance, cap rates, and expectations moving forward.  ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Join guest John D'Angelo, Real Estate Solutions Leader with Deloitte, and Michael Bull, CCIM as they discuss highlights from Deloitte's 2025 Commercial Real Estate Outlook. The annual survey compiles the sentiments, concerns, and plans moving forward for commercial real estate participants worldwide. Topics include allocations, interest rate expectations, transaction volume expectations, market concerns and opportunities.  Read the report: Deloitte's 2025 Commercial Real Estate Outlook   ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

In an industry where security, efficiency, and client relationships are paramount, having an integrated and democratized document and information management platform is more important than ever. In this episode of Banking Transformed, we explore the evolving landscape of document and information management in financial services with Matt Geiger from Sharefile. We discuss critical challenges banks and credit unions face and how innovative solutions can address these issues head-on. Matt also touches on the future of financial document management, including the role of AI and machine learning in creating more personalized, secure, and efficient systems. This episode of Banking Transformed Solutions is sponsored by Sharefile ShareFile helps professionals deliver modernized client experiences with collaboration and workflow technology that is highly secure, easy to use, and customizable to fit their organization's unique needs. Designed with highly regulated industries in mind, ShareFile offers secure, digital technology to simplify workflows and improve collaboration. ShareFile works with your existing technologies and gives you added visibility, speed, and efficiency, without sacrificing security. Visit sharefile.com

Anthony DellaPelle with the Counselors of Real Estate joins Michael Bull to discuss their 13th annual Top Ten Issues Affecting Real Estate report. These issues are identified through broad polling, discussion, and debate among their 1,000 credentialed advisors. Topics include loan maturities, AI, and the effect of elections on commercial real estate. 2024-25 Top Ten Issues Affecting Real Estate® ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Ryan Meliker, President and Co-Founder of LARC (Lodging Analytics Research and Consulting) joins Michael Bull, CCIM to share his insights on the hotel and hospitality real estate market. Discussions include the latest hotel performance, transactions, new supply, valuations, and the impact of rates and the election. ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Carl Whitaker, Director of Research and Analysis with RealPage, joins Michael Bull, CCIM to discuss the multifamily commercial real estate market. Discussions include occupancy, performance and rent growth, and apartment markets that are defying expectations.  Brought to you by: ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

In this episode, Thomas finally finds the person he's been searching for: Mike Fouts, Chief Business Officer at ShareFile, who speaks to how AI and data are revolutionizing the sales function in technology companies. Mike shares his hands-on experience leading a digital-first, data-driven transformation at ShareFile, including detailing how AI is being used to predict renewals, drive customer engagement, and reshape the traditional go-to-market model.From verticalizing sales strategies to automating customer interactions and leveraging data to predict churn and expansion opportunities, Mike explains how the integration of AI is making sales teams smarter and more efficient. With insights on evolving sales roles, data modeling, and the future of B2B transactions, this episode is packed with actionable takeaways for revenue leaders looking to stay ahead in a rapidly changing market.Listen in to learn how your company can embrace AI and data to innovate its sales strategy and drive revenue growth!

While some office properties are suffering, others continue to perform quite well. CoStar's National Director of Office Analytics Phil Mobley joins office investment sales broker Michael Bull to uncover opportunities in the U.S. market. Discussions include the timing for expected office demand to improve, markets that are performing well, and office property valuations.  ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com CREi Summit 2024 - CRE Digital Marketing & Social Media Conference in Atlanta, GA September 11-13: https://creisummit.com/ CCIM + C5 Summit 2024 - CRE Conference Covering Every Area of the Industry in Hollywood, FL September 17-19: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Handling and sharing sensitive documents is a daily part of commercial real estate, and cyberattacks by criminals looking to access that information are becoming more common. John Jaramillo and Suresh Bhagchandani with ShareFile join broker Michael Bull, CCIM to discuss solutions for keeping sensitive information secure for commercial real estate participants.  ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com CREi Summit 2024 - CRE Digital Marketing & Social Media Conference in Atlanta, GA September 11-13: https://creisummit.com/ CCIM + C5 Summit 2024 - CRE Conference Covering Every Area of the Industry in Hollywood, FL September 17-19: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Brian Bailey, Commercial Real Estate Expert with the Federal Reserve Bank of Atlanta joins broker Michael Bull, CCIM to discuss the economy, appraisals, loan maturities, underwriting, and strategies for borrowers and lenders.  ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com CREi Summit 2024 - CRE Digital Marketing & Social Media Conference in Atlanta, GA September 11-13: https://creisummit.com/ CCIM + C5 Summit 2024 - CRE Conference Covering Every Area of the Industry in Hollywood, FL September 17-19: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

The 2024 Democrat platform calls for the repeal of section 1031. The plan references it as a loophole for wealthy investors. However, it's been around for 100 years because it actually adds to the tax base, jobs, housing, neighborhoods, farming and the economy. Every four years we must remind our senators, congressmen and the president of the math. Dan Wagner with Inland Real Estate Group joins Michael Bull, CCIM to discuss the 1031 exchange, benefits for communities, businesses, and property owners, and how you can contact your legislators to preserve like-kind exchanges on the tax code.  Additionally visit 1031.org for more information.  ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com CREi Summit 2024 - CRE Digital Marketing & Social Media Conference in Atlanta, GA September 11-13: https://creisummit.com/ CCIM + C5 Summit 2024 - CRE Conference Covering Every Area of the Industry in Hollywood, FL September 17-19: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

MSCI Real Assets Chief Economist Jim Costello joins Michael Bull, CCIM to share highlights from their U.S. Distress Tracker. Discussions include levels of distress in various sectors, markets, and lenders types. ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com CREi Summit 2024 - CRE Digital Marketing & Social Media Conference in Atlanta, GA September 11-13: https://creisummit.com/ CCIM + C5 Summit 2024 - CRE Conference Covering Every Area of the Industry in Hollywood, FL September 17-19: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Deena Zimmerman joins Michael Bull to discuss the C5 + CCIM Summit in Hollywood, Florida, September 17-19th. Discussions include guest speakers, panels and breakout sessions, and benefits of attending for commercial real estate professionals. Find out more at https://c5summit.realestate ShareFile - Secure, digital solutions to simplify workflows and improve collaboration. https://ShareFile.com CREi Summit 2024 - CRE Digital Marketing & Social Media Conference in Atlanta, GA September 11-13: https://creisummit.com/ CCIM + C5 Summit 2024 - CRE Conference Covering Every Area of the Industry in Hollywood, FL September 17-19: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

CrowdStrike outage, Outlook cleanup tips, ShareFile error, TreeSize, PowerShell script, Google-Fu

How can you protect your data and personal information from IRS scammers and criminals? Everyone is afraid of being audited by the IRS. Maybe you're scared you may have filed your taxes incorrectly. Criminals take advantage of that fear to perpetuate their scams. But there are some simple things you can do to avoid falling victim to these scams. I'll share 7 tips you can use to protect yourself from IRS scammers in this episode!  You will want to hear this episode if you are interested in... [1:15] Sign up for the Retirement Readiness Review! [2:42] Tip #1: The IRS only reaches out through the mail [4:43] Tip #2: Be suspicious of emails from the “IRS” [6:26] Tip #3: Don't send checks through the mail [7:44] Tip #4: Protect your personally identifiable information (PII) [8:49] Tip #5: Pay your bills electronically when possible [9:15] Tip #6: Request direct deposit for paychecks [10:14] Tip #7: Set up two-factor authentication What you need to know about the IRS Did you know that the IRS doesn't make phone calls or leave voicemail messages? They won't send a text or contact you on social media. They don't use email either. If the IRS has a problem with you, they'll send you a letter.  So if you get a phone call saying someone is from the IRS and they need more information from you, hang up, and block their phone number (and report it as spam).  These scammers threaten people, saying they'll lose their immigration status, driver's license, business license, or they'll call law enforcement to arrest them. Don't fall victim to these threats.  If you do receive a letter from the IRS, don't panic. The majority of the time it's a simple fix that your CPA or financial advisor can help you navigate. It may be as simple as a missing 1099.  Be suspicious of emails from the “IRS” Anytime you get an email from someone unfamiliar, hover over the address of the email to see who it's from. You'll see mistakes in the email addresses (often misspellings) from scammers. Make sure you never click on any links in an email before you know it's from someone or a business you trust.  If you click on one of these links, you're allowing the scammer into your computer or phone. They can install spyware or hijack your files. They'll lock your files and demand a ransom to get them back. 10 years ago, this happened to me.  Protect your personally identifiable information (PII) PII is your social security number, DOV, driver's license, bank account information, etc. Don't email anything that contains your PII—even if it's to someone you know and trust. If your email is ever hacked, the hackers can access this information and use it to open accounts in your name. Most financial firms offer upload options such as Box or ShareFile.  One of the best things you can do to protect your information is to set up two-factor authentication whenever you can. Two-factor authentication requires that you offer two ways of proving that it's you logging in. You may need to provide a username, password, and PIN. You can use an authenticator app that provides a PIN that resets every 30 seconds. Or, you can have a pin texted to you. If a scammer can steal your username and password, they probably can't breach the two-factor authentication.  Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel ShareFile Box USPS Informed Delivery Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan

InfoTrack may be one of the fastest growing yet least known legal technology companies in the United States. You may know it more through its brands, including ServeNow for finding process servers, One Legal for California court filing, LawToolBox for court calendaring, and the Legal Talk Network group of legal podcasts.  Our guest today, Ed Watts, CEO of InfoTrack in the U.S., says the company is on a mission to innovate and even revolutionize litigation services and the litigation workflow. Already, its products are used every day by lawyers throughout the United States to file court cases, track court dockets, search court records, and arrange service of process, and it integrates with most major law practice management platforms. InfoTrack in the U.S. actually grew out of a company founded in Australia in 2012, when it was spun out of the LEAP law practice management platform. InfoTrack expanded first to the U.K. and then in 2016 to the U.S.  Since coming to this country, it has expanded both organically and through acquisitions, including in 2020, when it acquired two legal tech companies, LawToolBox, the court calendaring company, and One Legal, a California provider of litigation support services such as court filing, service of process, and document retrieval, and in 2021, when it acquired Lawgical, the parent company of ServeNow, Serve Manager, and the Legal Talk Network.  Watts has been with the company since before it spun out from LEAP, and says he was employee number one when it expanded to the U.S. He and host Bob Ambrogi talk about the company's history, where it is today, and its plans for future growth.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Sharefile for Legal: Securely send, store, and share files – plus discover document workflows designed to improve your client experience   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

The arrival of 2024 brought a new reporting requirement for more than 32 million smaller companies in the United States. The new requirement, which came about as part of the federal Corporate Transparency Act of 2021, means that many companies will now have to report information about their beneficial owners — the individuals who ultimately control the company. With new requirements for companies to collect, document and submit previously unreported information – and with many companies confused about what the law means for them -- legal tech companies are stepping up to help, with new products specifically designed to facilitate understanding and compliance.  One company that is taking the lead on this is Wolters Kluwer. It has launched a beneficial ownership platform for legal, compliance and accounting professionals, and enhanced its Legisway platform for corporate legal departments with new beneficial ownership functionality.  On today's episode, we'll dig into this new law and its requirements, and hear about how technology is helping companies comply. To do that, host Bob Ambrogi is joined by three executives from Wolters Kluwer: Ross Aronowitz, vice president, law firm segment leader, at CT Corporation. Ken Crutchfield, vice president and general manager of legal markets at Wolters Kluwer Legal & Regulatory US. Cathy Rowe, senior vice president and segment leader, U.S. professional market tax and accounting North America.  One further note: Last week, after we recorded this conversation, a federal court in Alabama ruled that the Corporate Transparency Act is unconstitutional. The ruling is limited to the two plaintiffs who filed the suit, and the federal government said it will file an appeal. Meanwhile, it is expected that the government will continue to enforce these new beneficial ownership rules.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Sharefile for Legal: Securely send, store, and share files – plus discover document workflows designed to improve your client experience   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Zack talks with ShareFile's Laura Kaminski about the challenges of document management in law firms. Listen and learn how cloud-based technologies can provide more secure and user-friendly solutions for attorneys and their clients.  Check out ShareFile for Legal  Five Challenges Shaping the New Legal Paradigm   Streamline your document-related workflows with ShareFile for Legal    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free!  About ShareFile  ShareFile, a business unit of Cloud Software Group, helps you deliver a modern client experience with collaboration and workflow technology that is secure, easy to use, and made to fit your organization. Designed with highly regulated industries in mind, ShareFile offers a secure, digital solution to simplify workflows and improve collaboration. ShareFile works with your existing technologies and gives you added visibility, speed, and efficiency without having to sacrifice security. www.sharefile.com