Podcasts about smbs

Send us a textMake to Stock (MTS) manufacturers may span diverse industries, but their ERP needs often align around the essentials: accurate demand forecasting, efficient inventory management, and resilient supply chain operations. With production driven by forecasts rather than confirmed orders, the stakes for planning precision are high—making tools like MRP, S&OP, and warehouse logistics critical to profitability. In our 2025 ERP analysis, we zeroed in on platforms that go beyond basic functionality, identifying those with strategic investments in MTS-specific capabilities, robust communities, and agile technology stacks. Whether you're in food and beverage, automotive, or consumer goods, the systems highlighted here are designed not just to meet today's operational challenges, but to scale with the complex future of proactive manufacturing.In this episode, our host Sam Gupta discusses the top 10 make-to-stock manufacturing ERP systems in 2025. He also discusses several variables that influence the rankings of these make-to-stock manufacturing ERP systems. Finally, he shares the pros and cons of each make-to-stock manufacturing ERP system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen, where we explore the strategies helping Canadian businesses thrive in today's changing work landscape. Today, we're discussing the transformative power of hybrid work solutions and how flexible workspaces are benefiting small and medium-sized enterprises across Canada.Joining us is Terri Pozniak, Executive Vice President and Country Manager for International Workplace Group (IWG). She'll share insights into the benefits of hybrid work policies, IWG's growth in Canada since the pandemic, and why hybrid working is a smart business strategy for SMEs.Key Highlights:1. The Benefits of Hybrid Work Policies to Reduce Costs and Help SMEs Navigate Economic Pressures: Terri will explain how hybrid work policies help SMEs reduce costs and navigate economic pressures, and what are some of the key savings contributing to this impact on the bottom line.2. International Workplace Group's Growth in Canada Over the Past 5 Years: Terri will discuss how the pandemic impacted IWG's growth in Canada, leading to hybrid working becoming the default model, and the specific steps IWG has taken to meet the evolving demands of Canadian businesses.3. Why Hybrid Working Is a Smart Business Strategy for SMEs: Terri will explain why hybrid working is a smart business strategy for small and medium-sized businesses, and how it contributes to increasing professionalism, productivity, and agility in a competitive market.4. How Ricoh Helps SMBs Solve Challenges: Terri will share how IWG, through brands like Regus, Spaces, and HQ, is helping SMBs solve specific challenges, particularly in enabling effective collaboration between onsite and remote employees.5. IWG's Expansion Plans for Canada: Terri will outline IWG's expansion plans for Canada over the next two years to help more companies reduce overhead costs and cut reliance on long-term leases.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Bob Burke, Chief Information Security Officer at Beyond Identity, challenges the effectiveness of traditional multi-factor authentication (MFA) in the evolving landscape of cybersecurity. He argues that legacy MFA solutions, which often rely on out-of-band authorization methods like push notifications or one-time passwords, are no longer sufficient against the rising tide of sophisticated cyber threats. With the advent of services like phishing-as-a-service, attackers can easily bypass these outdated security measures, necessitating a shift towards phishing-resistant authentication methods. Burke emphasizes the need for organizations to adopt solutions that not only enhance security but also consider device posture and trustworthiness.Burke also critiques the current state of FIDO2 and passkeys, acknowledging their potential while highlighting their limitations, particularly in terms of device posture and user experience. He suggests that small to mid-sized businesses (SMBs) should prioritize phishing-resistant solutions that integrate both browser protection and device authentication. Furthermore, he raises concerns about the pricing models of many Software as a Service (SaaS) providers, which often place essential security features behind higher-tier subscriptions, effectively discouraging customers from adopting more secure practices.The conversation shifts to the endpoint detection and response (EDR) market, where Burke notes that while EDR solutions are still necessary, they are evolving into more comprehensive offerings like extended detection and response (XDR). He points out that many of these solutions are priced for enterprise-level organizations, leaving SMBs and mid-market companies struggling to find affordable options. Burke encourages these organizations to seek out solutions that fit their budget while still providing essential security capabilities.Finally, Burke shares insights from his experience with the FedRAMP certification process, emphasizing the importance of building internal security competencies and integrating security into product design from the outset. He advocates for a clear internal compliance program, such as NIST, to guide organizations in their security efforts. As the cybersecurity landscape continues to evolve, Burke warns that the tempo and scope of attacks are increasing, driven by advancements in AI, and urges organizations to reassess their security architectures to stay ahead of emerging threats.  All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Welcome to episode #992 of Six Pixels of Separation - The ThinkersOne Podcast. Dave Whorton has spent his career building, backing and reimagining companies, but not in the way Silicon Valley usually does it. As founder of Tugboat Institute and author of Another Way – Building Companies That Last…and Last…and Last (which he co-authored with Bo Burlingham), Dave champions a different breed of business: evergreen companies. These are organizations designed to last generations, rooted in purpose, resilience and profitability… not just hypergrowth and exit strategies. Before this pivot, Dave had a front-row seat to the “get-big-fast” movement as an associate partner at Kleiner Perkins, and he co-founded ventures like drugstore.com and Good Technology. But the treadmill of fast capital and faster exits didn't resonate. He stepped off and sought a more meaningful model, eventually codifying it into the 7 Ps of Evergreen: purpose, perseverance, people first, and more. In this conversation, Dave explores the cultural and economic consequences of chasing unicorns, and what's gained when we celebrate the quiet power of companies in the middle. Those not seeking fame or fortune but focused on sustainable impact. Dave talks about the role of introverted leadership, long-term planning, and what capitalism can look like when it's driven by values rather than valuations. If you've ever felt that the venture-backed startup narrative doesn't tell the whole story or if you're building something you want to last, this conversation might just give you language and hope. Enjoy the conversation… Running time: 1:00:43. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Six Pixels of Separation. Feel free to connect to me directly on Facebook here: Mitch Joel on Facebook. Check out ThinkersOne. or you can connect on LinkedIn. ...or on X. Here is my conversation with Dave Whorton. Another Way – Building Companies That Last…and Last…and Last. Tugboat Institute. Follow Dave on LinkedIn. Chapters: (00:00) - Introduction to Evergreen Companies. (02:47) - The Shift in Capitalism. (05:52) - The Spectrum of Capitalism. (08:55) - The Role of Venture Capital. (11:50) - Defining Scale in Business. (15:08) - The Importance of SMBs. (17:53) - The Seven Ps of Evergreen Companies. (21:13) - Revisiting Venture Capital Models. (23:54) - Celebrating Success and the Power Law. (31:40) - Reflecting on the Journey: The Value of the Middle. (33:14) - The Economic Landscape: Building Evergreen Companies. (34:38) - Historical Perspective: Resilience in Business. (38:15) - The Role of Evergreen Companies in a Changing Economy. (40:19) - Compensation and Value Distribution in Evergreen Companies. (42:29) - Resisting the Unicorn Mentality: A Different Path. (47:31) - From Manifesto to Strategy: The Evergreen Approach. (51:49) - The Culture of Evergreen Leadership: Introversion and Stewardship.

Are you a founder or CEO juggling growth ambitions with complex financial realities? Imagine having a strategic financial partner who truly "gets" your business.This week on "That Entrepreneur Show," we're excited to host Chris Ortega, CEO and Founder of Fresh FP&A. Chris is revolutionizing how small to medium-sized businesses (SMBs) approach finance, proving that a fresh perspective, paired with decades of global experience, can unlock serious growth.Chris isn't your typical suit-and-tie finance pro. With a background leading global financial strategy at companies like Emarsys (acquired by SAP), he's now dedicated to empowering SMBs from $1M to $70M in revenue. He believes in making finance accessible, understandable, and a powerful engine for your business, freeing you from stress and boosting profitability.In this episode, Chris reveals:How Fresh FP&A provides fractional CFO and advisory services to help SMBs navigate financial complexities, improve predictability, and achieve strategic growth.His "fresh view on finance" and what truly sets his approach apart from traditional accounting, offering comprehensive tactical and strategic guidance.Insights from his journey, from growing up on the west side of Indianapolis to leading financial integration during a major SAP acquisition.Practical advice on gaining financial clarity and confidence, allowing you to focus on leading your business to new heights.If you're an entrepreneur looking to demystify your finances, optimize your operations, and build a clearer path to sustainable growth, this episode with Chris Ortega is a must-listen.Click play now to learn how to transform your financial approach and gain the confidence to scale your business effectively.Support the showBe sure to subscribe to stay current with our episodes. Want the episode freebie or have a question for our guest or Vincent? Interested in becoming a guest or show partner? Email Danica at PodcastsByLanci@gmail.com.Show Partners:Coming Alive Podcast Production: www.comingalivepodcastproduction.comJohn Ford's Empathy Card Set and App: https://www.empathyset.com/ Music Credits: Copyright Free Music from Adventure by MusicbyAden.

Artificial intelligence (AI) is evolving beyond a mere tool to become the foundational operating system for modern businesses, particularly in the SMB and mid-market sectors. Anurag Agarwal, founder and chief global analyst at TechIsle, discusses the transformative potential of AI as an operating system (AIOS), which would integrate intelligent capabilities at the core of computing. This concept envisions a system that learns user behavior, anticipates needs, and automates tasks, blurring the lines between user intent and system action. However, Agarwal emphasizes that we are still in the early stages of this evolution, with AIOS being more of an aspirational goal than a current reality.The conversation also delves into the concept of agentic AI, which represents a shift from traditional robotic process automation (RPA) to more autonomous, judgment-driven automation. While many SMBs are exploring agentic AI for applications like customer service and IT operations, the adoption remains nascent. The research indicates that businesses are looking for solutions that can handle complex processes without human intervention, highlighting the need for operational autonomy. Agarwal points out that the challenges of integrating AI into existing workflows and ensuring accountability for AI-driven decisions are significant hurdles that need to be addressed.Security is another critical theme discussed, as AI presents both opportunities and risks. The podcast highlights the dual nature of AI as a "sword and a shield," where it can be used to enhance security measures but also introduces new attack vectors. Threats such as social engineering, data poisoning, and automated exploitation are becoming more prevalent, necessitating advanced security solutions. Agarwal mentions that while some vendors are making strides in AI-powered security, there is still a gap in readiness for SMBs and mid-market firms to effectively implement these solutions.Finally, the discussion touches on the importance of unified experience platforms (UXPs) that integrate customer and employee experiences. Agarwal explains that these platforms aim to streamline communication and enhance interactions across various touchpoints, ultimately driving operational efficiency and customer satisfaction. However, there is a notable gap in the readiness of the partner channel to implement these solutions effectively. The conversation concludes with a call for MSPs to focus on understanding customer needs and building their capabilities to bridge this gap, ensuring they can deliver the integrated solutions that businesses are increasingly seeking. All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Columbia University has recently suffered a significant data breach, compromising the personal information of 1.8 million individuals, including social security numbers and financial aid details. The hacker, motivated by political opposition to affirmative action policies, claims to have stolen 460 gigabytes of sensitive data. This incident is part of a troubling trend of politically motivated cyber attacks targeting higher education institutions, particularly following the Supreme Court's decision to bar affirmative action practices in 2023. The limited media coverage of this breach raises concerns about data security and the integrity of academic institutions.In a related development, malware detection has surged by 171% in the first quarter of 2025, according to a report from WatchGuard Technologies. This increase highlights the growing sophistication of cyber threats that are outpacing traditional defenses. The report indicates a staggering 712% rise in new malware threats on endpoints, with the LSASS dumper identified as a leading threat. This trend underscores the need for organizations, especially universities and small businesses, to recognize the escalating risks and adapt their security strategies accordingly.Huntress has announced a collaboration with Microsoft to enhance cybersecurity for businesses, integrating its enterprise-grade solutions with Microsoft environments. This partnership aims to provide essential protections for endpoints and identities, allowing organizations to respond more effectively to cyber threats. Meanwhile, Microsoft is discontinuing the use of its Authenticator app for password storage, prompting users to transition to alternative solutions. This shift emphasizes the need for users to rethink their credential management strategies in light of evolving security practices.The podcast also touches on the implications of recent incidents involving major IT service providers, such as Ingram Micro's ransomware attack, which has raised concerns about vendor trust and supply chain fragility. As vendors face scrutiny following security breaches, the erosion of trust in their products becomes a significant issue for managed service providers (MSPs). Additionally, the discussion includes emerging concepts in artificial intelligence, such as context engineering, and the growing prevalence of AI note-takers in meetings, which raises questions about the balance between technological efficiency and human interaction in the workplace. Four things to know today 00:00 Columbia Breach and Malware Surge Show Why Compliance Alone Fails in Today's Threat Landscape04:19 Huntress and Microsoft Join Forces to Bring Enterprise-Grade Security to SMBs and MSPs07:18 Palo Alto Networks Denies Involvement in Ingram Micro Ransomware Attack08:53 MCP's Universal Plugin Model Could Transform MSP Integration and Governance This is the Business of Tech.    Supported by: https://mspradio.com/engage/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen, where we explore the strategies and technologies that empower small and medium-sized enterprises to thrive in today's turbulent markets. Today, we focus on inventory management and its critical role in helping businesses navigate challenges like rising tariffs and disrupted supply chains.Joining us is Ben Hussey, Co-CEO of Katana, a cloud inventory management platform. We'll discuss how smart inventory management, data-driven forecasting, and technology can help SMBs optimize operations, maintain healthy cash flow, and meet evolving consumer demands. Let's dive in!Key Highlights:1. Navigating Tariff Turbulence: Ben will discuss the current challenges regarding unit costs and how tariffs are contributing to market chaos for SMBs, based on Katana's data showing dramatic surges.2. The Importance of Data-Driven Forecasting: Ben will explain how SMBs can leverage inventory management platforms to gain the data-driven insights needed to make crucial supply chain changes, optimize operations, and maintain healthy cash flow.3. How Katana Has Supported Customers During Market Fluctuation: Ben will share how Katana, as an inventory management platform, has specifically supported its customers during times of market fluctuation.4. Proactive Strategies for Turbulent Times: Ben will outline proactive strategies that Katana's customers are implementing within their inventory management that are proving to be effective in navigating turbulent times and mitigating the impact of tariffs.5. Katana's Holistic Optimization for SMBs and Future Growth: Ben will discuss how Katana helps SMBs holistically optimize their operations in the current climate and strategically prepare for future growth and success.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Sales Mastery in the Modern Era with Navid MomeniIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Navid Momeni, Founder and CEO of Sales Guru Global and author of How to Become a Sales Master. Navid dives into what sets top-performing sales professionals apart in today's market—emphasizing curiosity, empathy, and the relentless pursuit of growth. He shares how modern sales is about problem-finding over problem-solving, and why consistency, coachability, and a “growth mindset” are essential for success.Mastering Sales in Today's Evolving LandscapeNavid emphasizes that modern sales professionals excel through curiosity, in-depth research, and empathetic listening. Instead of pushing products, they act as trusted advisors who uncover client challenges and tailor meaningful solutions. These skills transform sales conversations into opportunities for connection, clarity, and trust-building.He also explains the importance of daily habits like tracking activity, refining objection handling, and practicing consistent follow-up. The concept of “clobbering”—relentless repetition and feedback—helps salespeople build muscle memory and improve performance over time. Navid stresses that coachability and consistency are key markers of lasting success.Lastly, Navid highlights the human side of selling—resilience, adaptability, and giving back. He believes sales mastery includes a responsibility to uplift others, which is why 100% of proceeds from his book are donated to charity. His holistic view of growth as both personal and professional sets a powerful standard for sales leaders today.About Navid Momeni:Navid Momeni is the Founder and CEO of Sales Guru Global and the author of How to Become a Sales Master. He brings over a decade of experience coaching sales teams and individuals to elevate their performance and mindset. Navid's training emphasizes skill development, resilience, and continuous learning.About Sales Guru Global:Sales Guru Global delivers customized sales training and consulting for startups, SMBs, and enterprise clients. The company offers go-to-market strategy support, sales team workshops, and 1:1 coaching programs to accelerate sales performance.Links Mentioned in this Episode:Navid Momeni on LinkedInSales Guru Global WebsiteKey Episode Highlights:Why curiosity and empathy are today's most valuable sales traitsHow to develop resilience and coachability in your sales careerWhat “clobbering” means and why it drives masteryThe importance of continuous skill upgrades and self-reflectionHow Navid's book contributes to global charitable causesConclusionJosh and Navid explore how mastering sales in today's world requires both strategic thinking and emotional intelligence. From diagnosing hidden challenges to building lasting client trust, Navid's approach equips listeners with actionable tactics and a mindset for growth.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestMore from UpMyInfluence:We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.Are

Most channel partners at this point have weaved some sort of cybersecurity offering into their portfolios. We caught up with Brian Kane, senior director, MSP and channel, Malwarebytes, to talk about threats to SMBs, AI horror stories, the role of regulatory compliance in today's channel, and more.

  LiquidTrust: A New Era of Cross-Border Payment Protection for Small Business w/ Saujin Yi - AZ TRT S06 EP11 (273) 6-29-2025       What We Learned This Week ·         SMBs Face Major Risk in Cross-Border Payments Small businesses are exposed to significant risk when dealing with international suppliers, lacking the same protections that consumers receive. ·         Traditional Bank Wires Are Outdated for Global SMB Transactions Bank wires, SWIFT networks, and intermediary banks remain the default but are slow, costly, and offer limited recourse if something goes wrong. ·         Digitized Escrow Can Level the Playing Field A modernized escrow system, like Liquid Trust, can serve as a trusted middle layer in transactions, enabling secure, conditional fund releases. ·         Banks Are Adopting Fintech Tools for SMB Clients Liquid Trust is expanding by partnering with banks, offering them technology to better serve small businesses with secure payment processing. ·         A Major Gap Exists for SMB Payment Protections There's a growing opportunity to provide insurance-style protections, dispute resolution, and cash flow tools for smaller, international transactions.   Guest: Saujin Yi, Founder - LiquidTrust LKIN: https://www.linkedin.com/in/saujin/ Tech entrepreneur, investor, and advisor focused on fintech, future of work, and backing women/minorities. Personal mission is to create a #newplayingfield. Saujin Yi has been talking to founders and bankers who are watching a payment crisis unfold in real time— small business owners wiring full payments to overseas suppliers, only to have their goods withheld or renegotiated because tariffs shifted mid-transaction. These aren't hypothetical's. Inventory is being held hostage, and most of these businesses have no recourse. Saujin is the founder of LiquidTrust, a fintech platform helping SMBs protect themselves. She talks about: ·  The tariff whiplash hitting cross-border supply chains ·  Why small businesses are exposed to all the payment risk ·  How new tools like LiquidTrust's Micro Escrow Pay are helping level the playing field With LiquidTrust, small businesses can wire to 175 countries with built-in counterparty verification, or opt for a holding account that only releases funds when terms are met. It's a timely conversation and offering that I think SMBs would benefit from learning about.   https://www.linkedin.com/company/liquidtrust/ https://www.liquidtrust.io/ 43% of US SMBs make global payments but 75% are unsatisfied with their current options. LiquidTrust is an innovative global pay solution tailored for the needs of small- and medium-sized businesses that also safeguards their transactions from fraud and loss. We offer 2 global payment methods: 1) Direct Pay - Fast global payments to 175 countries within 1-2 days. Safer than traditional wires, with counterparty verification for enhanced security. 2) Pay by Trust ("micro-escrows") - Escrow-like protection against fraud and loss. Offers peace of mind without complexity and high costs of traditional escrows.  Of the $6.9T US import/export payment volume, 2/3 goes unprotected because current payment protection products like letters of credit are too complex and expensive. 9 out of 10 SMB owners constantly worry about fraud and loss because non-payment or non-delivery would be devastating to business survival. We partner with banks to make our self-serve, white-label solution available to their current and potential customers and capture the $9B+ revenue opportunity and related deposits. LiquidTrust builds on the foundation established by Liquid (est. 2019), evolving to meet new opportunities.     Notes: Segment 1: Solving Cross-Border Payment Risk for SMBs In early 2025, small businesses began feeling the pressure of rising tariffs and payment complications with overseas vendors. For many SMBs, cross-border transactions are a daily reality—but the tools available to them haven't kept pace with the global nature of modern commerce. The Traditional Payment Model Historically, payments to overseas partners have relied on the banking system as the intermediary. This means: ·         Transactions typically occur via international wire transfers. ·         These wires use the SWIFT network, involving multiple intermediate banks. ·         Funds are converted between currencies, often with unpredictable fees or delays. While this may work for large enterprises, small businesses often bear more risk in these transactions, lacking sufficient tools for protection or recourse. Many SMBs today operate a “borderless” business model—based in the U.S. but with 50% or more of their partnerships overseas. The Need for Simplicity and Trust Small businesses need a solution that is: ·         Reliable for both sides of the transaction ·         Simple to use without requiring financial expertise ·         Built on trust, with built-in mechanisms to reduce risk Liquid Trust introduces a new payment model for SMBs—simplifying cross-border payments through a system built around "micro escrow."   Segment 2: Micro Escrow: Modern Protection for Small Deals Much like real estate uses escrow accounts to protect both buyers and sellers, Liquid Trust applies the same principle to small business payments. Traditionally, escrow has only been available for large deals. Liquid Trust brings this to small transactions by digitizing the process. Here's how it works: ·         A buyer can invite and verify a vendor into the platform. ·         Funds are held in escrow, not released until pre-set conditions are met. ·         A built-in dispute resolution and arbitration system ensures fairness. ·         The process is as simple as a "Buy Now, Pay Later" model. This transforms the transaction dynamics. Instead of the buyer taking on 100% of the risk with a wire or upfront deposit, both parties share risk more equitably—improving trust, satisfaction, and cash flow for SMBs. The Bigger Problem: Why Change the System? In the traditional system, there are “winners” and “losers”: ·         Winners: Vendors who receive payment up front with little risk. ·         Losers: Buyers who send money and hope everything works out. But smart SMBs realize that keeping vendors happy is also good business. Building long-term trust and smoother cash flow on both sides of a deal can elevate all partners. There's a clear gap in the market: SMBs have no access to tools like consumer credit protections, and banks often don't want to get involved in smaller payments like a $20,000 invoice. It's not profitable for them. Liquid Trust fills this gap.   Segment 3: Bank Partnerships: Scaling Trust and Access Initially, Liquid Trust served SMBs directly. But a strategic pivot is now enabling banks, attorneys, and accountants to offer Liquid Trust's technology to their small business clients. Why banks? ·         They are already trusted advisors for SMBs. ·         They need better digital tools to serve modern business clients. ·         They lack solutions for smaller, international transactions. With this new model, banks integrate Liquid Trust into their ecosystem, giving small businesses access to tools they never had before: protections, conditional payments, and streamlined digital processing. The Vision Behind Liquid Trust Liquid Trust was founded by an engineer with a background in finance and technology startups. Originally designed as an accounts payable solution, the platform pivoted after identifying massive friction and risk in global SMB payments. Key insights: ·         SMBs struggle with payment protections across borders. ·         Legal recourse is impractical—lawsuits are expensive and hard to enforce internationally. ·         Many vendors are in regions where you simply can't “go knock on the door.” Liquid Trust, now evolving under the name Escrow Pay, has raised a seed round and is expanding into: ·         Financial institutions and banks ·         Online marketplaces ·         Business-to-business platforms The future of SMB payments lies in trust, transparency, and built-in protections—all delivered through easy-to-use financial technology.     Biotech Shows: https://brt-show.libsyn.com/category/Biotech-Life+Sciences-Science   AZ Tech Council Shows:  https://brt-show.libsyn.com/size/5/?search=az+tech+council *Includes Best of AZ Tech Council show from 2/12/2023   Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science  Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech   ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT      Thanks for Listening. Please Subscribe to the AZ TRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/     Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

In this special bonus episode brought to you in partnership with Mastercard, Suneera Madhani explores one of the biggest opportunities in fintech today: open banking. If you're a fintech founder building tools for small businesses, this episode is packed with insights to help you create more impactful, data-driven solutions. With over 33 million SMBs in the U.S. powering nearly half the workforce, the demand for modern financial tools is only growing. Inside the episode: The real reason small businesses struggle with cash flow—and how fintech can help A breakdown of what open banking is and why it matters right now Five powerful ways to leverage open banking APIs—from payments and lending to fraud prevention and financial visibility How to get started: choosing the right partners, using AI for better insights, and staying up-to-date on compliance needs This conversation is especially for founders building the next generation of fintech products that support small business success. This episode is sponsored by Mastercard. #MastercardAmbassador Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us a textIn this wide-ranging episode of Joey Pinz Discipline Conversations, cybersecurity leader Joe Saunders of Check Point shares his journey—from Cuban cigars to global IT strategy. Recorded live at Pax8 Beyond 2025, this conversation blends personal passions with serious insights on cybersecurity, leadership, and AI.Joe kicks things off with a deep appreciation for cigars, explaining how a Cuban cigar gifted at a Pax8 event sparked his fascination. From flavor profiles to Connecticut Maduro wrappers, Joe uses the cigar world as a metaphor for personalization and nuance—something he also values in business relationships.The conversation shifts to Check Point's major Infinity Platform launch, a consolidated suite of AI-powered security tools designed to better serve MSPs and SMBs. Joe highlights the importance of MSP-focused features like multi-tenancy, API integrations, and compliance frameworks (SOC, ISO), all tailored for modern partner operations.He also reflects on the role of discipline and self-awareness in his own growth, echoing Joey's own health journey. Joe closes by inviting MSPs to visit the Check Point booth, try the platform with free licenses, and embrace AI-driven security innovation. 

Send us a textThe enterprise tech space is buzzing with momentum as AI-driven innovation, strategic acquisitions, and infrastructure investments redefine the competitive landscape. From Qbiq's $16M raise to automate architectural design to Vasco's funding to optimize startup revenue trajectories with AI, it's clear that intelligent automation is no longer a luxury—it's a necessity. Meanwhile, power-hungry data centers brace for demand to double in the next five years, prompting infrastructure giants like Lenovo and IBM to expand their capabilities through high-stakes acquisitions. CDP consolidation gains pace with Rokt's mParticle deal, while ServiceNow and Vercel are sharpening their edge in AI and open source, respectively. Even the cloud world isn't sitting still, with Render securing $80M to simplify deployment. And amidst it all, industry drama unfolds as Salesforce's Marc Benioff openly critiques Microsoft Copilot, reminding us that even in AI, not all copilots fly smoothly.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

AI Software Systems offers specialized AI business consulting for SMBs, helping companies integrate automation, strategy, and AI tools to boost growth, efficiency, and competitiveness in 2025. AI Software Systems City: Austin Address: Falcon Head Blvd Website: https://aisoftwaresystems.com/

Send us a textStartups and scaleups often sprint toward innovation, laser-focused on building game-changing products—but in the rush, many forget that visibility is just as critical as viability. While founders perfect their pitch decks and chase product-market fit, they often underestimate the power of analyst firms. These aren't just report writers—they're strategic allies offering market intelligence, competitive benchmarking, and credibility boosts that can shape investor confidence and buyer trust. Yet, too many treat analyst engagement like that unused gym membership—clearly valuable, rarely prioritized. In truth, tapping into analyst networks can be the growth lever that helps a brilliant product avoid fading into obscurity.In this episode, Sam Gupta engages in a LinkedIn live session with Chris Holscher, Holscher.one in a live LinkedIn session as they discuss Chris' research on the value analyst firms bring to the table for startups.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Small businesses are increasingly recognizing the need for digital maturity and the potential benefits of artificial intelligence (AI) to enhance operational efficiency. A recent report from the National Federation of Independent Business reveals that while a significant majority of small business owners have websites, only a small fraction accept online payments. This gap highlights a pressing need for integrated e-commerce solutions that not only enable payment processing but also align with the workflows of small and medium-sized businesses (SMBs). The report indicates that many SMBs are eager to adopt technology that addresses specific pain points, with a notable percentage already utilizing AI for communication and marketing tasks.The concept of agentic AI presents a substantial growth opportunity within the technology sector, particularly for partners over the next few years. However, the adoption of agentic AI varies significantly across different market segments, with large enterprises focusing on building ecosystems around major platforms, while SMBs are more likely to adopt AI through software-as-a-service solutions. Despite the potential, a report from Gartner warns that a significant percentage of agentic AI projects may fail due to factors such as rising costs and immature use cases. This underscores the importance of informed decision-making and practical applications of AI technology.Regulatory changes are also shaping the landscape for businesses, particularly concerning data privacy and governance. Creative Commons has launched an initiative called CC Signals to create a framework for sharing datasets in the age of AI, addressing concerns about data accessibility and ethical practices. Meanwhile, a recent Supreme Court ruling in the U.S. mandates age verification for websites with sexual content, raising alarms about internet privacy and the potential risks to personal data security. These developments signal a shift in the regulatory environment, emphasizing the need for businesses to prioritize compliance and data governance as core components of their operations.In the realm of technology solutions, several companies are introducing AI-powered tools aimed at improving IT support workflows and cybersecurity measures. TeamViewer has launched TeamViewer Intelligence, which enhances remote support capabilities, while Hornet Security has introduced AI Cyber Assistant tools to bolster security for SMBs. Additionally, acquisitions such as Grammarly's purchase of SuperHuman and Comet Backup's acquisition by WebPros reflect strategic moves to enhance service offerings and integrate communication tools. As the market evolves, IT service providers must leverage these advancements to create higher-margin service offerings and ensure they remain competitive in an increasingly AI-driven landscape.  Four things to know today  00:00 SMBs Want Efficiency: AI Uptake Grows Yet Few Accept Payments Online05:37 Creative Commons Moves to Safeguard Data Commons in the AI Age08:01 TeamViewer, Addigy, and Calyptix Roll Out MSP-Centric AI and Cloud Solutions11:29 Grammarly, WebPros, and LevelBlue Deals Show Strategic Consolidation Across Tech Sectors  This is the Business of Tech.     Supported by:  https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

In this episode of Robots and Red Tape, host Nick Schutt chats with Peter Dudka, Founder and CEO of Dual Logic, about AI adoption for small and midsize businesses (SMBs). From edtech product leadership to launching an AI consulting firm for SaaS, nonprofits, and professional services, Peter shares insights on overcoming barriers and leveraging AI effectively.The conversation covers:From Edtech to AI: Peter's journey from early ChatGPT experiments to founding Dual Logic.SMB AI Challenges: Why SMBs lag in AI adoption and how to bridge the gap.AI Strengths and Limits: LLMs excel at content creation and summarization but struggle with complex reasoning.Interoperability Trend: Connecting AI to tools like HubSpot streamlines workflows.Compliance and Literacy: Navigating data privacy and boosting AI literacy to combat risks like misinformation.AI-Ready Culture: Identifying champions and aligning AI with organizational values.Advice for Leaders: Start small with tools like Copilot to drive innovation.Peter emphasizes thoughtful AI integration to enhance productivity while preserving human connection. Tune in for practical tips to help SMBs thrive in the AI era.To learn more about Dual Logic: https://www.linkedin.com/company/duallogic/

Deal 1 - SBA Pre-Qualified: 12-Year-Old SaaS Payment Platform | $186K MRR | Owner Works Minimal Hours https://quietlight.com/listings/16590131/   Deal 2 - High-Growth Travel Brand | $40M+ Sales | Patented Products https://www.bizbuysell.com/business-opportunity/high-growth-travel-brand-40m-sales-patented-products/2372419/   Deal 3 - Multiple Rev Streams - E-commerce, Local, National Service - Rugs! https://www.bizbuysell.com/business-opportunity/multiple-rev-streams-e-commerce-local-national-service-rugs/2292694/     SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo.Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   YouTube - Need more hands-on videos? - https://www.youtube.com/@letsbuyabusiness

Send us a textMake-to-Order (MTO) industries operate on the principle that production begins only after a confirmed customer order, demanding ERP systems that can gracefully handle variability, non-standard workflows, and high-precision job tracking. From custom fabrication to complex project-based builds, the ERP platforms featured in our list have been evaluated not just for baseline functionality, but for their ability to support the real-world intricacies of MTO environments—whether it's managing inventory for non-stocked items or enabling hybrid models like engineer-to-order. While the list is designed to be broadly applicable across diverse MTO scenarios, companies in niche sectors may still need a tailored evaluation. To guide those deeper assessments, we've factored in each vendor's strategic acquisitions, roadmap direction, and community support, along with their traction and growth in MTO-heavy industries—so you're not just choosing a system that fits today, but one that evolves with your business tomorrow.In this episode, our host Sam Gupta discusses the top 10 make-to-order manufacturing ERP systems in 2025. He also discusses several variables that influence the rankings of these make-to-order manufacturing ERP systems. Finally, he shares the pros and cons of each make-to-order manufacturing ERP system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

MediaRise explains how small New York businesses can build trust and drive long-term traffic through consistent, targeted content—without needing large in-house teams. Go to https://mediarise.clientcabin.com/app/info for more information. MediaRise City: Bronx Address: 5680 Broadway Website: https://mediarise.clientcabin.com/ Email: skeeteadvisorygroup@gmail.com

Understanding Entrepreneurship, and Innovation with Branden Doyle Founder and CEO of Violett Sponsors The Jason Cavness experience is brought to you by Breeze Docs. Request for Proposals AKA RFPs, can be very challenging for Small & Medium-sized Businesses. Breeze Docs, the RFP response platform of choice for SMBs across North America, uses AI to help companies quickly complete RFPs, security questionnaires, and other important business documents. If you'd like to start winning more RFPs and reduce completion times by up to 80 percent, visit breezedocs.ai to book a demo.  By mentioning the Jason Cavness Experience, you will qualify for a free upgrade from Breeze Solo to Breeze AI+ valued at $6,000. Follow the Breeze at www.breezedocs.ai Sign up for free upgrade here https://www.breezedocs.ai/rfp-response-software-jason-caveness Branden's Bio Branden Doyle is the Founder and CEO of Violett, an air health technology company founded in 2020 and with products in market since 2023. Violett is the global leader in eliminating viruses and other pollutants from the air, helping hundreds of nursing homes, schools and workplaces keep their people safe and healthy. Starting with a launch of the Violett M portable product, Violett is now launching solutions in the built-environment and collaborating with strategic partners to gain sales and manufacturing scale. Violett has also developed the ability to detect and differentiate between different pathogens and pollutants in the air, and is working to develop and commercialize this technology with a university partner. Branden is the father of 2 young children, resides in Gig Harbor, and spends available time focused on fitness through weightlifting, running, cycling, and SUPing.  We talk about the following and other items The World of Standup Paddleboarding Powerlifting vs. Regular Lifting Balancing Fitness and Life The Importance of Proper Form Nuclear Engineering Career Insights Nuclear Safety and Security Innovations in Nuclear Technology Entrepreneurship and Innovation The Birth of Violett Challenges and Adaptations in a Post-COVID World Validating Product Requirements Defining Innovation Creativity in Engineering Balancing Speed and Caution Redefining Success The Importance of Mentorship Ethics in Engineering Productivity Hacks Taking the First Step Pride in Personal Achievements Proving Product Effectiveness Navigating Market Entry The Value of Patents Target Markets and Partnerships Balancing Tech and Marketing Maintaining Quality Control Personal Well-being and Productivity Parenting and Entrepreneurship Unique Technology and Air Quality Innovative Air Quality Technology Real-Time Air Quality Database Ionization and Spectroscopy Explained Challenges in Air Quality Monitoring Daily Productivity Tips Balancing Partnerships and Profits Mental Health for Founders Fundraising Challenges in Seattle The Future of Technology and AI The Importance of Clean Air Branden's Social Media LinkedIn: https://www.linkedin.com/in/brandendoyle/ Company Website: https://www.violettuv.com/ Branden's Advice "You've got to just get out there and try. I've met so many people with great ideas who never take that first step. So put yourself out into the world and talk to people, test your ideas, and build something you're genuinely passionate about. That first step matters more than you think."

What if the key to sustainable business growth isn't just about generating new leads, but about truly understanding and retaining your existing customers? Are you aware of the invisible forces sabotaging your efforts to create a loyal customer base—and, more importantly, what you can do to fix them? In my latest episode of the Delighted Customers podcast, I sit down with Roger Nicholas, co-author of The CX Lighthouse and a seasoned business growth leader who brings over 25 years of experience in revenue training, business operations, and CX execution. Roger breaks down the real reasons small to medium-sized businesses (SMBs) struggle with customer retention and reveals why traditional customer experience (CX) strategies are often missing the mark. He shows how using behavioral science and practical frameworks can help you identify your leadership blind spots, better understand your team and customers, and create CX strategies that actually move the needle. You should listen to Roger because he's not only walked the walk, driving growth for SMBs and enterprises alike, but he's also created a practical, actionable playbook tailored to businesses that don't have the massive resources of the Fortune 500. Together with his co-author, he demystifies CX, making it accessible—and adaptable—so listeners (whether startup founders or established leaders) can create systems that delight, differentiate, and drive referrals. If you want the blueprint for scaling your business through customer experience, Roger's insights are simply essential. Here are three thought-provoking questions Roger answers on this episode: What are the most common (and costly) leadership blind spots that undermine customer experience, and how can you spot them in yourself? Why is adapting (not just adopting) best-in-class CX strategies crucial for SMBs, and how do you tailor them to fit your unique customer needs and operational realities? How can businesses shift from reactive churn management to proactive customer retention—and what's the ROI boost you can expect from that shift? Don't miss this powerful conversation! Listen to the episode and subscribe to the Delighted Customers podcast on Apple Podcasts and Spotify, and find us on all your favorite podcast platforms. Meet Roger Nicholas Roger Nicholas is a business growth leader with over 25 years of expertise in revenue training, CX execution, and operations across diverse industries. As the co-author of The CX Lighthouse: Navigating Business Growth with Customer Experience, Roger is on a mission to help small and medium-sized business owners unlock the ROI of customer-centric strategies tailored to their size and market—not just enterprise models. An inductee of the Cigna New Tau Entrepreneurial Honor Society and a Howard University graduate, Roger has held key leadership positions, including work with WMATA (Washington Metro). His approach combines the latest in behavioral science with hands-on business development, delivering actionable strategies for lasting growth and customer loyalty. Connect with Roger Nicholas on LinkedIn. Show Notes & Resources The CX Lighthouse: Navigating Business Growth with Customer Experience on Amazon https://thecxlighthouse.com CX Lighthouse 10 Day Challenge: Identify alignment between your business and customer expectations: https://qrcd.org/8vxM   Leadership Blind Spots Assessment — “Leadership EKG” tool based on behavioral science https://qrcd.org/8vxL Listen, subscribe, and elevate your CX game today!

With zero-click searches now dominating Google results, SMBs are shifting from traditional SEO to content marketing strategies. In this episode, let's talk about what led to this dramatic shift.Insight provided by https://cobaltkeys.com/ Cobalt Keys LLC City: Las Vegas Address: 220 Emerald Vista Way #670, Website: https://cobaltkeys.com/

Send us a textSmall businesses are under cyber siege—yet few are fully protected. In this compelling conversation from IT Nation Secure 2025, Joey Pinz sits down with Sarvesh Rao, the founder of Marma Security, to explore a massive untapped opportunity for Managed Service Providers (MSPs).

Send us a textERP implementation has come a long way from the days of consultant armies and 15-to-1 service ratios—today, it's more about smart AI-human collaboration than brute-force deployment. As Jon Reed points out in his cloud ERP article, the real transformation isn't in the flashy go-live moment, but in the gradual, AI-assisted journey to measurable value—timelines that tend to shift depending on which vendor's pitch you're hearing. In this episode, Sam Gupta joins Jon in a live LinkedIn session to unpack that journey, exploring how modern, AI-ready ERPs subtly steer vendors, customers, and system integrators toward success—minus the traditional chaos, and without relying on ChatGPT to tell the story.In this episode, Sam Gupta engages in a LinkedIn live session with Jon Reed, Diginomica in a live LinkedIn session as they take another look at the article and rewrite the script from the AI lenses (without using ChatGPT).Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

For small manufacturers, having a clear understanding of what's happening on the shop floor is paramount to meeting production goals. Efficient production reporting is an essential aspect of manufacturing, ensuring a clear view of operations. You can learn more in this episode or read about it on our blog For more information about MRPeasy software, visit our website: mrpeasy.com

In this episode, Stephan reconnects with Stephen Cole to discuss the evolving landscape of Bitcoin, particularly focusing on the rise of Bitcoin treasury companies and the launch of Castle, a new venture aimed at automating Bitcoin treasury management for small and medium businesses. They explore the implications of Bitcoin adoption for small businesses, the importance of hard tech, and the potential for Bitcoin to serve as a foundational asset for future innovations. The conversation emphasizes the need for businesses to adapt to sound money principles and the role of technology in facilitating this transition.Takeaways

Navigating the Evolving Landscape of Cybersecurity and AI: In-Depth Insights from Rick JordanIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Rick Jordan, speaker, coach, and Founder & CEO of ReachOut Technology. Rick unpacks the rapidly changing worlds of cybersecurity and artificial intelligence, and how business leaders can stay proactive in protecting their organizations. With practical advice, personal stories, and big-picture strategy, Rick shares what it really takes to succeed—and stay secure—in a digital-first world.Exploring the Human and Technical Sides of CybersecurityThe conversation begins on a personal note as Rick shares how technology, particularly gaming, creates meaningful connections with his daughter. Josh adds how gaming fosters deeper bonds in his own family, highlighting the positive impact of shared digital experiences. This sets the stage for the bigger conversation—how the human element influences technology, cybersecurity, and communication.Rick explains how ReachOut Technology addresses cybersecurity for small and mid-sized businesses by offering enterprise-level solutions through a clear and trusted brand. He shares his unique growth-by-acquisition strategy, integrating smaller IT service providers to create a unified, scalable, and culturally aligned company. He also outlines how his team helps SMBs implement practical steps like MFA, employee security training, and credit freezes to reduce risks from modern cyber threats.A consistent theme throughout the episode is the power of communication—whether between parents and kids or tech leaders and their teams. Rick emphasizes that cybersecurity is as much about people as it is about technology. His mission is to equip leaders with both the technical knowledge and communication skills needed to safeguard their organizations in an AI-driven world.About Rick Jordan:Rick Jordan is a nationally recognized speaker, coach, and cybersecurity expert. As the CEO of ReachOut Technology, Rick is committed to simplifying cybersecurity for SMBs and helping leaders take practical steps to protect their teams. He's also a media personality and author, using his platform to educate and inspire through books, interviews, and keynotes.About ReachOut Technology:ReachOut Technology is a managed IT and cybersecurity company that provides enterprise-level protection and support to small and mid-sized businesses. Through a unique acquisition strategy and customer-focused approach, ReachOut is creating a household name in the fragmented IT space.Links Mentioned in this Episode:Rick Jordan's WebsiteRick Jordan on LinkedInReachOut Technology WebsiteEpisode Highlights:The personal and professional ways technology fosters connectionHow ReachOut Technology is scaling through strategic acquisitionsThe biggest cybersecurity threats and why phishing remains a top concernWhy MFA and security awareness training are no longer optionalThe importance of communication in driving cultural change around cybersecurityConclusionJosh and Rick's conversation bridges the gap between technology and human behavior. From protecting digital assets to creating stronger family connections, Rick emphasizes the need for both technical tools and empathetic...

Send us a textBlending IT Service Management (ITSM) with Customer Experience (CX) might raise eyebrows—kind of like pineapple on pizza—but for some businesses, it's the perfect combo. In industries where support teams double as customer-facing heroes, separating internal service workflows from external customer engagement creates more chaos than clarity. That's where platforms like Freshsales come into play, aiming to bridge that gap by unifying data, aligning teams, and simplifying service delivery. But as the lines blur between ITSM and CX, the real question becomes: can Freshsales truly deliver on both fronts—and how does it compare to rivals who specialize in just one side of the equation?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Freshsales' capabilities. We covered many grounds, including where Freshsales might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Freshsales.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Tomer London is the co-founder and Chief Product Officer at Gusto, the payroll and people platform used by over 400,000 businesses. He grew up helping run his dad's clothing store in Israel — an experience that sparked his mission to build better tools for small business owners. After moving to the US for a PhD at Stanford, he met his co-founders and started Gusto. In today's episode, we discuss: Reinventing payroll without any prior experience Why you should hire for humility, not just talent Gusto's scrappy customer research: cold calling from a walk-in closet Why founders should embrace customer rejection Why “emotional urgency” matters more than polite feedback The weekly co-founder ritual that built trust How Gusto expanded from payroll to a multi-product platform Building products customers actually love And so much more Referenced: ADP Eddie Kim Gusto Intuit Josh Reeves Paychex Steve Jobs' “Secrets to Life” clip Steve Jobs' Stanford Commencement Speech Wells Fargo Y Combinator Where to find Tomer: LinkedIn Twitter/X Where to find Brett: LinkedIn Twitter/X Where to find First Round Capital: Website First Round Review Twitter/X YouTube This podcast on all platforms Timestamps: (00:00) How a childhood around SMBs shaped Tomer's founder mindset (03:24) The three things that led to the creation of Gusto (07:17) Hiring for humility, not just talent (09:28) The tug-of-war test for product-market fit (11:58) Why founders should actively seek rejection (15:34) Gusto's scrappy customer research: cold calling from a walk-in closet (17:45) Betting on SMBs – and ignoring investor advice (20:44) “It's not an MVP, it's something that wows people” (24:09) Serving SMBs vs. startups (28:36) How to find the right co-founders (31:09) The weekly co-founder ritual that built trust (35:02) Reinventing payroll without any prior experience (38:49) Gusto's “start small” GTM playbook (42:16) The big opportunity Gusto wishes they tackled sooner (43:58) How switching costs became Gusto's moat (47:25) The two lucky breaks that gave Gusto an edge (51:56) What Tomer learned about customers from his dad's clothing store

What if you could leverage AI and automation to transform your small business without breaking the bank? In this episode of Small Business Black Holes, host Alan Pentz sits down with Alex Heublein, Chief Innovation Officer at Netsurit, to explore how SMBs can harness enterprise-level technology solutions at accessible price points. They dive deep into practical AI applications, emerging cybersecurity challenges, and the future of business automation. Whether you're struggling with operational efficiency or looking to gain a competitive edge, this conversation offers actionable insights on implementing AI solutions that deliver real ROI. Tune in to discover how voice-enabled AI assistants and automated workflows are revolutionizing small business operations!

Send us a textSelecting the right ERP system for the food and beverage (F&B) industry demands more than a surface-level comparison—it requires a deep dive into the unique operational and regulatory challenges that shape each business model within this sector. From raw ingredient sourcing to last-mile delivery, F&B companies must navigate strict traceability requirements, evolving compliance mandates, and complex transaction flows that vary widely across producers, manufacturers, and distributors. Our 2025 list of top F&B ERP systems reflects this diversity, spotlighting vendors not just for their market presence, but for their proven ability to address real-world F&B scenarios—like catch weight tracking, shelf-life optimization, and route accounting. With criteria ranging from product-market fit to innovation in sustainability and automation, each system featured here has shown a commitment to evolving alongside the intricate demands of this industry, helping businesses future-proof their operations without compromising on functional depth.In this episode, our host, Sam Gupta, discusses the top 10 food & beverage ERP systems in 2025. He also discusses several variables that influence the rankings of these food & beverage ERP systems. Finally, he shares the pros and cons of each food & beverage ERP system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

New is always better, right? In this episode, Ian is joined Dave Soscia, Vice President of Cisco Product Management and Business Development at D&H Distributing to talk about his perspective on Cisco's new partner program and how partners can optimize their profile before the launch date. Dave digs into how distribution can help partners with business analysis, practice consultations and even building and executing a business plan. The channel is changing, and partners are the ones who will continue to drive that change. Learn more about Cisco's solutions for SMBs: https://www.cisco.com/site/us/en/solutions/small-business/index.html Learn about D&H's partner offerings: https://www.dandh.com/v4/view?pageReq=focusedlanding&focus=SPAS1&int_cid=NS-NAV&utm_campaign=ASCII

In this episode, Denise Leonhard, CEO of Early Warning (the company behind Zelle), joins us to discuss her journey from American Express and PayPal to leading one of the largest real-time payment networks in the US. Denise shares how Zelle became a $1 trillion powerhouse, what makes it different from other P2P networks, and how it's expanding into small business payments. We dive into Zelle's unique bank-owned structure, the challenges of fraud, and the roadmap for growth—including new tools for SMBs and disbursement payments. Denise also offers candid insights on building teams, product innovation, and the future of real-time payments.Denise Leonhard: https://www.linkedin.com/in/denise-leonhard-4b93918/00:00:00 - Why Zelle's Office is Always Full in SF00:01:34 - Denise's Journey: From Venmo Rival to Zelle CEO00:02:57 - Early Wallets at Amex and PayPal's Public Era00:05:05 - Leading Venmo and Taking a Break00:05:36 - Meeting Early Warning: The Banks Behind Zelle00:06:20 - How Zelle Was Born and Grew to $1 Trillion00:07:09 - Early Warning's Mission: Fighting Fraud00:08:17 - Small Business Stories and Financial Inclusion00:09:02 - What Makes Zelle Different from Venmo?00:10:12 - Real-Time Money: Stories of Instant Relief00:11:20 - Zelle's Biggest Days: Rent, Payday, and SMB Growth00:12:14 - How SMBs and Consumers Use Zelle Differently00:13:30 - Can Non-Bank Apps Join the Zelle Network?00:14:55 - Zelle's Roadmap: SMB Tools, Tags, and QR Codes00:16:01 - Disbursements: The Hidden Power of Zelle00:17:43 - Tackling Fraud: Tech, Product, and Education00:19:24 - Who Owns Fraud? Banks, Consumers, and Liability00:20:53 - How Zelle's Settlement Infrastructure Works00:21:25 - Product Roadmap: Network Growth and SMB Focus00:23:01 - Building the Team: Product, Ops, and Fraud00:24:16 - Strengthening Bank Relationships for Expansion00:25:13 - Why Zelle Builds Fraud Tools In-House00:25:19 - Hiring Across New York, SF, and Scottsdale00:26:31 - Celebrating $2 Trillion and Planning the Next Trillion00:26:41 - Advice for Fintech Founders and Operators___Connect with Rex on social media:LinkedIn: https://www.linkedin.com/in/rexsalisbury/Twitter: https://twitter.com/rexsalisburyTikTok: https://www.tiktok.com/@rex.salisburyInstagram: https://www.instagram.com/rexsalisbury/

Scaling with Heart: Francisca [Kika] Escobar Bascur Escobar on 2X/3X Growth, Shopify, and the Power of Connection Sponsors The Jason Cavness experience is brought to you by Breeze Docs.  Request for Proposals AKA RFPs, can be very challenging for Small & Medium-sized Businesses. Breeze Docs, the RFP response platform of choice for SMBs across North America, uses AI to help companies quickly complete RFPs, security questionnaires, and other important business documents.  If you'd like to start winning more RFPs and reduce completion times by up to 80 percent, visit breezedocs.ai to book a demo.  By mentioning the Jason Cavness Experience, you will qualify for a free upgrade from Breeze Solo to Breeze AI+ valued at $6,000. Follow the Breeze at www.breezedocs.ai Sign up for free upgrade here https://www.breezedocs.ai/rfp-response-software-jason-caveness CavnessHR: Seattle's Got Tech on Wednesday, July 30 at Seattle Chamber of Commerce.  RSVP: https://lu.ma/v8ihldrg  Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms Kika's Bio  Kika helps businesses sell more and scale smarter. Founder of The Kickass Company and Sell With Kika, she's trained over 250,000 people and is one of the top voices in eCommerce across Latin America. Kika is a leading voice in eCommerce and Business throughout Latin America. She's the Co-Founder of TheKickass Company, a strategic business partner for brands that want to build or create an eCommerce business that actually works (not just in theory). Through this work, she has helped dozens of companies expand their footprint, grow their sales, and scale smarter both in local and international markets. She's also the founder of Sell With Kika, her U.S.-based consulting brand focused on eCommerce strategy, business development, and connecting U.S. companies with Latin America's growing market. In addition to this, she also co-founded Loadingplay, a tech company that automates the omnichannel experience, and led the creation of MDA (Market Development Associate) an initiative built in collaboration with Shopify to develop and strengthen the local eCommerce ecosystem in Chile, with more than 3.000 people participation in over 26 in person events. A Business Engineer with over 19 years of experience in commercial strategy and sales, Kika has advised hundreds of businesses and trained more than 250,000 people through workshops, masterclasses, and public programs. She also teaches eCommerce at the MBA Tech Program at Universidad Andrés Bello (UNAB) and at eClass, where she helps professionals and business owners take their digital strategies to the next level. She believes that when a business knows “How to Sell”, everyone wins because selling more creates opportunity, jobs, and momentum. Her approach is simple and powerful: know your customer deeply, show your product as the solution they're already searching for, and make it easy for them to buy from you. Kika is a TEDx speaker, author of the handbook “How to Build an eCommerce” for the Santiago Chamber of Commerce, and a frequent speaker at top industry events like eCommerce Day, Fashion Online, and Digitaliza tu Pyme.  Who is Kika Escobar Her latest recognitions include being named “Genia del Año en eCommerce 2023” and receiving the “Emprendedora de Impacto” award from UDD in 2024, acknowledgments that reflect her impact, passion, and leadership in shaping the future of eCommerce across the region. We talk about the following and other items Kika's Passion for Sports and Travel The Kickass Company: Building Shopify Websites Choosing the Right Sales Channels Key Performance Indicators (KPIs) in E-commerce The Art of Selling Knowing Your Customer Public Speaking Tips and Overcoming Fear MCing the Korean Startup Group Event Exploring Business Opportunities in Seattle AI in E-commerce Personalization Advice for Aspiring Entrepreneurs Emerge Lab Women's Initiatives Chilean Culture and Misconceptions Favorite Places in Chile Chilean Startups and Entrepreneurs VC and Investment Landscape in Chile Business Advice for US Companies in Chile E-commerce Trends in Latin America Balancing a Busy Schedule Dealing with Entrepreneurial Highs and Lows Social Media Strategy Future Plans and Goals  Kika's Social Media LinkedIn: https://www.linkedin.com/in/mar%C3%ADa-francisca-escobar-bascur/ TikTok: https://www.tiktok.com/@kikaescobarbascur The KickAss Website: https://thekickass.cl/ Instagram: https://www.instagram.com/kikaescobarbascur/ Company Instagram: https://www.instagram.com/thekickass_co/ Kika's Advice “Screw it, let's do it. Take action instead of overthinking. Ask, “What's the worst that can happen?” and plan how you'd handle that outcome. Shift from Gap to Gain (Dan Sullivan's The Gap and the Gain): Gap: Comparing yourself to an ideal keeps happiness out of reach. Gain: Measuring progress against where you started builds confidence. Daily Gain habit: End each day by writing three wins big or small (e.g., waking up early, finishing laundry). Gratitude rewires your brain to spot opportunities, not deficits.  See life as a bowl of opportunities. Treat every success or setback as a chance to learn and grow. Mindset is a personal choice, open to everyone no matter their starting point.

Greenly is transforming how businesses approach carbon management, evolving from a consumer app to a comprehensive B2B platform that serves over 3,000 corporate customers. With $78 million in funding, the company has positioned itself at the forefront of the carbon accounting market by making sustainability tracking accessible and automated for mid-market companies. In this episode of Category Visionaries, we sat down with Alexis Normand, CEO and Co-Founder of Greenly, to explore the company's remarkable journey from multiple pivots to becoming a leader in carbon management software. Topics Discussed: Greenly's evolution from a consumer carbon tracking app to B2B carbon management platform The strategic pivots that led to finding product-market fit in corporate carbon accounting How regulatory pressure and supply chain demands are driving market adoption The company's approach to building a beautiful, educational brand in a complex technical space Scaling from zero to 3,000 customers through direct acquisition and growth tactics The differences between European and US markets for sustainability software Moving upmarket from SMB to mid-market to improve retention metrics GTM Lessons For B2B Founders: Embrace rapid experimentation without killing past initiatives: Alexis didn't immediately abandon previous products when exploring new directions. Instead of completely shutting down the consumer app and banking API, Greenly ran multiple experiments simultaneously. This approach allowed them to maintain revenue streams while testing new markets. The key insight is that early-stage founders should add new experiments rather than kill existing ones, only sunsetting products once new initiatives prove more viable. Leverage market timing and external pressure: Greenly's success wasn't just about building great software—it was about timing their entry when external forces were creating demand. The trickle-down effect of large enterprises requiring carbon data from suppliers created natural buying pressure. As Alexis explained, "When companies start to pledge a real decarbonization pathway, they're asking their suppliers to track their footprint too." B2B founders should identify similar cascading market dynamics where regulatory or business pressures create natural demand for their solutions. Start with underserved segments to build product depth: Rather than targeting large enterprises with existing solutions, Greenly focused on SMBs and mid-market companies who couldn't afford expensive consultants. This strategy allowed them to serve 3,000 customers and encounter "all the corner cases," building a more robust product. While VCs initially questioned the SMB approach, this volume taught them which customers had staying power versus those who only needed periodic compliance help. Make complex topics accessible through brand and education: Greenly's consumer heritage influenced their B2B approach, focusing on education and simplification rather than assuming buyer expertise. Their core value of "making people smarter about climate" translated into clear explanations of concepts like Scope 1, 2, and 3 emissions. As Alexis noted, "Explaining rather complex things simply is actually harder than you think." B2B founders in technical categories should prioritize education and clarity over industry jargon. Follow the economics to find your true market: Greenly's multiple pivots weren't random—they followed customer willingness to pay and market size potential. When the consumer app reached 40,000 users, they calculated the banking API market at $50-100 million total addressable market. Corporate carbon accounting offered significantly larger opportunity. B2B founders should consistently evaluate whether their current path leads to venture-scale outcomes and pivot based on economic realities, not just product traction.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM     

The podcast discusses the evolving landscape of cybersecurity for small and mid-market businesses, emphasizing the dual threats posed by advanced artificial intelligence tools and a resurgence of ransomware attacks. As cybercriminals leverage AI for sophisticated phishing and impersonation tactics, traditional security measures are becoming obsolete. Organizations are urged to adopt enterprise-grade solutions, such as unified security platforms and zero-trust frameworks, to protect their operations. The introduction of secure browser technologies is highlighted as a critical step in enhancing defenses against the 95% of security incidents linked to browser vulnerabilities.A significant decline in the number of active Windows PCs, with 400 million devices disappearing in three years, indicates a shift in consumer behavior towards mobile devices and tablets. This trend reflects a broader change in endpoint strategy, as the traditional perimeter dissolves and the focus shifts from device management to user and data control across platforms. The implications of the upcoming end of support for Windows 10 in October 2025 may further influence this trend, as users may opt not to invest in new devices.The podcast also covers Microsoft's new security measures aimed at preventing incidents similar to the CrowdStrike meltdown, which caused extensive damages. The company plans to move third-party security drivers out of the Windows kernel to enhance reliability and reduce risks. Additionally, Microsoft is offering extended security updates for Windows 10 users, allowing them to continue receiving support even after the end of support date. This initiative reflects a commitment to improving system stability and addressing vulnerabilities.Finally, the discussion touches on the broader implications of AI in various sectors, including its impact on the workforce and democratic processes. The podcast highlights concerns about AI's role in elections and education, as well as the ethical challenges arising from its use. The conversation emphasizes the need for businesses to manage the complexities of AI, including compliance and creativity loss, while pushing back against inflated vendor claims. This approach will help build trust and ensure that organizations can navigate the rapidly changing digital landscape effectively. Three things to know today 00:00 400 Million Missing PCs Mark the End of the Endpoint Era—MSPs Must Evolve or Fade06:04 From Kernel Changes to Cyber Insurance: Why Structural Resilience Now Defines MSP Value10:23 From Productivity to Manipulation: The Expanding and Uneven Impact of AI Across Sectors This is the Business of Tech.    Supported by: https://timezest.com/mspradio/https://www.huntress.com/mspradio/  All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

In this episode of Pitch Cafe, we sit down with Jeel Patel, a young and ambitious entrepreneur who, just 1.5 years out of college, is already working on his third startup, FieldCamp. His latest venture is building the first fully AI-powered software for SMBs, tapping into a $3 billion market that even VCs struggle to understand. But what makes jeel confident in his success? It's not just the idea—it's his deep industry knowledge, his experienced team, and his ability to leverage real connections with SMBs. Tune in to hear jeel's insights on AI, startup challenges, and why this time, he's betting big! ------------------------------------------------------------------------------ ✨ ABOUT ME ✨ Hello, my name is Vidyangi (Vida) Patil. I am a mindset coach, author, and speaker. Five years ago when I started understanding success hacks for individuals, startups, and larger organizations little did I know I would end up working with mentors hail from Silicon Valley at Stanford University, MIT Media Lab, Singularity University, and incubators and accelerators. All the way from guiding AI/ML startup founders in winning pitch competitions, and bagging investor appointments to helping youth entrepreneurs and women land their dream job or promotion, I plan to spill the beans of wisdom to launch you higher wherever you are in your life. I have successfully coached communities in social impact initiatives during COVID. Every week you will see new videos from me on career, personal growth, and technology trends to onboard your rocket ship to success!

Send us a textIn a world where every software platform claims to do marketing automation, the line between true orchestration and glorified batch-and-blast gets blurry fast. Enterprise marketers, in particular, need more than bolt-on features—they need a unified engine that can keep cross-channel journeys seamless, scalable, and, ideally, sanity-preserving. That's where Marketo Engage, now under the Adobe Experience Cloud umbrella, steps in with its deep event management capabilities, brand governance tools, and robust automation muscle. But with great power comes a learning curve—and often a hefty price tag. So the real question isn't just what Marketo can do, but how it performs in the wild compared to other heavyweight contenders in the marketing tech arena.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Marketo's capabilities. We covered many grounds, including where Marketo might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Marketo.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Embedded finance offers a chance for fintech firms, vertical SaaS companies, and marketplaces to drive revenue growth and build a sticky offering.  Always strapped for cash and with their owners juggling multiple responsibilities at once, small businesses increasingly adopt vertical SaaS platforms to run their operations, the demand for integrated banking, payments, and lending solutions continues to accelerate.   For firms that can successfully navigate this landscape, embedded finance offers a powerful pathway to differentiation in an increasingly competitive market while addressing the critical financial needs that traditional institutions have struggled to meet effectively. On the show today, I am joined by three leaders in the space sharing insights into what it takes to succeed: Yoseph West, Co-founder and CEO of Relay which is a digital business banking platform serving SMBs, Sol Lax, CEO of Revenued, a leader in revenued-based financing and  Caleb Avery, founder and CEO of Tilled, a modern embedded payments provider for software companies Tune in to hear us plot the market shift from embedded payments to lending, underwriting challenges for thin-file customers, and strategic partnership models that create comprehensive solutions for small businesses.  In this episode we will examine two case studies: how  Relay and Tilled are implementing embedded lending in their platforms through their work Revenued and sketch out a plan for fintechs that want to mature their embedded finance offerings to offer sophisticated products like lending and working capital to their SMB customers. If you're a platform serving SMBs, embedded lending isn't just a feature – it's a way to make your product indispensable.  As customers look for financial solutions that meet them where they are, platforms that deliver seamless, flexible capital access will win. This episode is a must-listen for any SaaS, fintech, or ma

Research recently published by Workday found that 65% of small business leaders in the UK and Ireland have already started using Artificial Intelligence, unlocking more than 850 extra hours per year. With AI giving small and medium sized businesses a much-needed productivity boost, are we on the cusp of creating a more competitive business landscape, where size is no longer a barrier to success? Join Ben Carter, Workday's VP of Emerging Enterprises, as he explores this topic with Andrew Sandiford and Richard Copthorne from Bishop Fleming. They also dive into the detail behind the recent UK budget and what it means for small businesses, as well as Andrew and Richard's experience leading a fast-growing UK accountancy firm.

Rob Thompson left a lucrative tech career to buy a small mountain resort in the middle of nowhere. The nearest town has 300 people and his resort has 10 hotel rooms, 12 cabins, and 12 train cars you can stay in.   We dive into… - All types of entrepreneurship that opened doors - Making Huge life Decisions and moving to a town of 300 people - Rethinking his Corporate Career - How he found the resort - Day 1 through 30 in running the resort Don't miss this episode. :)   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies.Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   YouTube - Need more hands-on videos? - https://www.youtube.com/@letsbuyabusiness

Send us a textThe tech landscape is rapidly evolving as major players and emerging startups alike double down on AI-driven innovation and infrastructure transformation. Qlik's acquisition of Upsolver enhances real-time data ingestion for Apache Iceberg, while Epicor's new Prism Vertical AI Agents are reimagining how frontline workers interact with enterprise intelligence. In parallel, Apple's entry into a consortium focused on next-gen AI data centers highlights growing urgency around power and scalability, especially as experts predict data center energy demands will double within five years. Meanwhile, strategic moves like SAP's quantum computing ambitions, IBM's acquisition of AST to deepen Oracle capabilities, and startups like ThoughtSpot, Qbiq, and Vasco advancing AI-powered solutions for analytics, design, and revenue planning underscore a new era of intelligent, responsive enterprise tech.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Send us a textWhat if the very thing you think is helping your business grow is actually holding it back? In this episode, I sit down with David Dial to uncover the surprising truth about control—and why real leaders must break free from it in order to scale. For digital agency owners striving to build a sustainable, high-performing business, this conversation reveals that scaling doesn't come from doing more—it comes from leading differently.We dig into the leadership bottlenecks that silently stall growth: emotional reactivity, fear-based decision-making, and the inability to develop internal talent. If your team can't move without you, this episode challenges the way you lead and offers a practical path toward scalable, self-managing teams. For agency owners stuck in the weeds and craving real momentum—this is the shift you've been avoiding, but can't afford to ignore.Books Mentioned: As a Man Thinketh by James AllenPlaying to Win by Larry WilsonConnect with David Dial:David is launching a new group coaching program to help emerging leaders in established SMBs unleash their team's passion and performance, turning daily challenges into lasting success and well-being. Connect with him on LinkedIn to learn more and join early.

Gartner predicts that by 2027, artificial intelligence (AI) will be responsible for half of all business decisions, either through full automation or partial augmentation. This shift is driven by the increasing pressure on technology companies to deliver returns on their AI investments, with small and mid-sized businesses (SMBs) rapidly adopting these tools. However, a significant skills gap remains, as 95% of SMBs report needing more training to effectively utilize AI. The report emphasizes the importance of human oversight to ensure data quality and governance, suggesting that companies prioritizing AI literacy training could see revenue increases of up to 20%.Despite the enthusiasm for AI, a study from Stanford University reveals that professionals prefer using AI for automating mundane tasks rather than more complex responsibilities. The research indicates a strong desire for human control in the workplace, highlighting a disconnect between the tasks companies assign to AI and what workers actually want to automate. This gap presents an opportunity for managed service providers (MSPs) to bridge the divide by focusing on human-centered workflow design and aligning AI deployment with employee expectations.In the realm of productivity tools, OpenAI and Anthropic are making strides with new integrations that enhance user interaction with AI. OpenAI is testing a feature that allows users to analyze emails and manage schedules through ChatGPT, while Anthropic's CLAWD code has improved its toolchain for developers. These advancements signify a shift in how end users will expect to interact with their tools, pushing providers to adapt their roles from managing infrastructure to managing intelligence and intent.Broadcom's recent changes to VMware's licensing model have raised concerns among smaller customers, with reports of cost increases significantly impacting their budgets. While Broadcom claims that many of its top customers are adopting the VMware Cloud Foundation, the dissatisfaction among smaller clients indicates a need for IT providers to offer migration services and alternative solutions. The current landscape presents a critical moment for providers to assist clients in navigating these changes, ensuring they find resilient and appropriately priced platforms that meet their needs. Four things to know today 00:00 From Hype to Help: AI Decision-Making Surges, But Poor Guidance Risks Undermining Gains05:23 OpenAI and Anthropic Expand AI Agents Into Daily Workflow—IT Providers Must Now Govern Behavior, Not Just Systems07:44 Efficiency Is the New MSP Battleground: Martello and WatchGuard Highlight Operational ROI10:35 Broadcom's VMware Pivot Forces MSPs to Choose Sides: Enterprise Loyalty or SMB Exodus This is the Business of Tech.    Supported by: https://www.huntress.com/mspradio/https://getflexpoint.com/msp-radio/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Simon De Baene is the visionary Co-founder and CEO of Workleap, a leading software company that makes work simpler for more than 20,000 companies in over 100 countries. Top 3 Value Bombs 1. Simplicity scales - companies that focus on fewer, purpose-built tools run leaner, faster, and smarter. 2. Most HR tools promise value but are underutilized and overpaid for - consolidation is key. 3. Business leaders need to stop chasing tech and start leading with intentionality and discipline. One simple employee experience platform to boost engagement, drive performance, and develop your people. Check out Simon's Website - WorkLeap Sponsors Franocity - Franocity has helped hundreds of people leave unfulfilling jobs and invest in recession-resilient businesses through franchising. Visit Franocity.com to book a free consultation and start your franchising journey with expert guidance. ZipRecruiter - See why 4 out of 5 employers who post on ZipRecruiter get a quality candidate within the first day. Just go to this exclusive web address to try ZipRecruiter for free. ZipRecruiter.com/fire. NetSuite - NetSuite, by Oracle, is your AI powered business management suite, trusted by over 41,000 businesses. Download the free e-book, Navigating Global Trade - 3 Insights for Leaders at NetSuite.com/fire.  

Send us a textEvaluating ERP systems through the lens of service-centric versus product-centric industries is essential, as service-based businesses face a unique set of challenges that demand greater flexibility and configurability. Unlike their product-focused counterparts that rely on standardized inventory and supply chain modules, service organizations often operate with complex, non-linear processes that require adaptable ERP frameworks, especially in areas like project billing, workforce scheduling, and contract management. This distinction has spurred the development of modular ERP architectures tailored to the diverse workflows within service verticals, from consulting and legal services to facilities management. As we explore leading ERP vendors, we'll assess how well each system aligns with the specific needs of these businesses, paying close attention to ecosystem strength, customization capabilities, and long-term vision.In this episode, our host, Sam Gupta, discusses the top 10 ERP systems for service-centric industries in 2025. He also discusses several variables that influence the rankings of these ERP systems for service-centric industries. Finally, he shares the pros and cons of each ERP system for service-centric industries.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Cody Brown CEO Security Research Group Sponsors The Jason Cavness experience is brought to you by Breeze Docs. Request for Proposals AKA RFPs, can be very challenging for Small & Medium-sized Businesses. Breeze Docs, the RFP response platform of choice for SMBs across North America, uses AI to help companies quickly complete RFPs, security questionnaires, and other important business documents. If you'd like to start winning more RFPs and reduce completion times by up to 80 percent, visit breezedocs.ai to book a demo.  By mentioning the Jason Cavness Experience, you will qualify for a free upgrade from Breeze Solo to Breeze AI+ valued at $6,000.  Follow the Breeze at www.breezedocs.ai Sign up for free upgrade here https://www.breezedocs.ai/rfp-response-software-jason-caveness CavnessHR: Seattle's Got Tech Sign up to demo your tech and win prizes for being the best tech  https://docs.google.com/forms/d/e/1FAIpQLSdBV98Am90oAoP08vWaS870Uk7Zp7WVDCwF6PALwlJf5NgmWw/viewform?usp=header Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms  Cody's Bio Cody Brown is a cybersecurity leader with over a decade of experience delivering strategic solutions for enterprise security, offensive cyber operations, and compliance. A former Navy CTN and DoD security expert, he has led national-scale projects for agencies like U.S. Cyber Command and the Army Research Lab. Cody is the CEO of Security Research Group, specializing in military-grade cybersecurity solutions. He holds a Master of Information Technology from Virginia Tech and a B.S. in Cyber Operations from Dakota State.  We talk about the following and other items Cody's Hobbies and Interests Understanding Cybersecurity Individual and Business Cybersecurity Threats Detecting and Responding to Hacks Ransomware and Extortion Tactics Common Cybersecurity Misconceptions Hacking Methods and Social Engineering Dark Web and Internet Infrastructure VPNs and Internet Privacy Starting a Cybersecurity Company Military Grade Cybersecurity Government vs. Private Sector Cybersecurity US Cybersecurity Ranking AI in Cybersecurity: Hype or Reality? Explaining Cybersecurity to Non-Techies P roudest Achievements and Business Challenges Advice for Aspiring Cybersecurity Professionals Career Paths in Cybersecurity Hiring and Vetting Cybersecurity Talent Private Sector's Role in National Cybersecurity Trends and Threats in Cybersecurity Importance of Multi-Factor Authentication Password Managers: Are They Worth It? Cybersecurity Myths and Realities Ethics in Cybersecurity Starting and Running a Cybersecurity Business Networking and Business Growth Balancing Technical Skills and Customer Service Personal Hobbies and Background Founding and Naming the Company Customer Recommendations and Implementation When to Prioritize Cybersecurity Employee Recruitment and Retention Navy Experience and Education Daily Prioritization and Work-Life Balance Early Interest in Technology and Career Path Future of Cybersecurity AI Platforms and Data Security Government Contracts and Bidding Process Evolution of Cybersecurity Company Focus and Insider Threats Cody's Social Media https://securityresearch.us/ https://www.linkedin.com/company/srg-sec/  https://www.linkedin.com/in/cody-ross-brown/  Cody's Advice   I'll just emphasize it the last time, if you don't have multifactor authentication enabled on your accounts, definitely just go and do that right now.