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In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Anthropics Charme-Offensive, AMDs zweischneidigen Meta-Deal und den ersten Paypal-Bieter. Außerdem geht es um Thomson Reuters, FactSet, Salesforce, DocuSign, Intuit, Workday, Nvidia, HP, Fresenius Medical Care, MTU Aero Engines, VW, BMW, Xtrackers CSI300 Swap ETF (WKN: DBX0M2), HSBC Hang Seng Tech UCITS ETF (WKN: A2QHV0), Deka MSCI China (WKN: ETFL32), iShares China Large Cap UCITS ETF (WKN: A0DK6Z), Invesco MSCI China Technology All Shares Stock Connect UCITS ETF (WKN: A3CMY8), UBS Solactive China Technology UCITS ETF (WKN: A2QJ9G), Kweichow Moutai, Invesco S&P 500 ETF (WKN: A1CYW7), UBS Core MSCI World (WKN: A2PK5J), Xtrackers Dax (WKN: DBX1DA), Amundi Core Stoxx Europe 600 (WKN: LYX0Q0), SPDR MSCI All Country World (WKN: A1JJTC) Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In this episode of Clarity, Thomson Reuters' Bryce Engelland and Karen Lobdell break down the Supreme Court's landmark ruling striking down IEEPA tariffs, exploring what it means for the $175 billion in tariffs already collected and what possible alternative trade tools the Trump administration may deploy next.
As Bob continues his LawNext on Location series – all recorded live in the San Francisco area at locations of each guest's choosing – he sits down with Pablo Arredondo at his home in Tiburon, a quaint Marin County town with a history stretching from Mexican land grants to naval outposts to a southern railway terminus. From Pablo's home office, the view looks out over Richardson Bay towards Sausalito and, if you look carefully, the Golden Gate Bridge can be seen in the distance. It is a setting that is entirely fitting for a conversation with someone who helped shape one of the more remarkable journeys in the annals of legal technology. Pablo was cofounder of Casetext, the once-scrappy startup that spent a decade iterating, pivoting and persisting before striking gold with CoCounsel, the first GPT-4-powered AI legal assistant, unveiled on the nationally televised Morning Joe show on March 1, 2023. Just four months later, Thomson Reuters acquired Casetext for $650 million in cash. Now, 2.5 years later, Pablo recently left TR, where he is, as he puts it, building a Lego Death Star with his daughter and finally paying attention to his well-being after 16 years of nonstop pursuit. In this wide-ranging conversation, Pablo reflects on the long road to CoCounsel – from a failed crowdsourcing experiment to CARA's brief analysis tool to the pivotal moment when Casetext signed a $20,000 innovation license with OpenAI and got early access to GPT-4, 10 weeks before ChatGPT's public launch. He describes the surreal experience of those first 48 hours after CoCounsel's debut, when he and cofounder Jake Heller identified 74 distinct legal use cases the tool could handle – any one of which, he says, "would have been a company in the old world." Pablo and Bob also dig into the bigger questions surrounding legal AI, including whether the field is advancing as fast as he expected; what the foundation models from Anthropic, OpenAI and Google mean for legal-specific AI companies such as Harvey; and why he believes reasoning models and agentic AI represent the next genuinely profound leap beyond GPT-4. Pablo also candidly reflects on the TR acquisition and his work while at TR, and he offers hints on what may lie ahead for him – at least once that Death Star model is done. It is a conversation that is part memoir, part technology seminar and part meditation on what it means to have built something that changed a profession – and his life – all recorded with a sweeping, albeit cloudy, view of the majesty of San Francisco Bay. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Legalweek, March 9-12, North Javits Center, New York City. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
This episode of Digi-Tools in Accrual World features Ryan Pearcy and Indi Tatla alongside guest Lara Manton to discuss the latest shifts in accounting tech news and fintech news. The team examines the stability of AI-first platforms following reports that Genesis has encountered financial difficulties and Botkeeper has closed its doors. The conversation highlights a divide in the market: while some bookkeeping automation tools struggle, Field Guide has raised $75 million to target complex audit and advisory workflows for major firms. The panel also weighs in on the "AI disruption anxiety" felt across the sector after Anthropic released new legal AI tools, affecting the share prices of incumbents like Sage and Thomson Reuters. Further topics include: Pilot's unveiling of an "autonomous AI accountant" and the validity of its ten-year data claims. Simpro Group's acquisition of Delight to bolster its trade-focused operating platform. The departure of Buddy's CEO and the future of standalone payroll software. A landmark Upper Tribunal ruling involving HMRC that suggests baldness could be considered a disability for VAT purposes. Episode Sponsor This episode is proudly sponsored by Advancetrack, the market leader in delivering high-quality offshore outsourcing solutions combined with cutting-edge technology for accountancy practices. Sponsor Link: https://www.advancetrack.com/ 0:00 Intro - welcome to Digi-Tools in Accrual World 07:54 AI agent Jenesys seeks new ownership 12:36 Botkeeper announces the closure of its platform to its community of users 16:18 Goldman Sachs backs Fieldguide with significant funding 21:28 Anthropic legal tool impacts data service providers 27:35 Pilot launches AI accountant to automate the entire bookkeeping process 34:12 Simpro Group expands its field service reach with the acquisition of Delight 36:36 Founder David Seisun announces his departure as CEO of Buddy after seven years 41:02 Expend introduces automatic document matching and updates reimbursement fees for 2026 42:44 Court rules that hair loss treatments can be zero-rated for VAT purposes
The annual tradition continues!David Kim (
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Wolters Kluwer galt über Jahre als Musterbeispiel für ein defensives Software-Geschäft: hohe Margen, wiederkehrende Umsätze, starke Marktstellung in Recht, Steuern, Gesundheit und Finanzberichterstattung. Ein Unternehmen, dem der Markt Stabilität und Planbarkeit zugeschrieben hat – und genau dafür bereit war, eine hohe Bewertung zu zahlen. Doch diese Gewissheit ist ins Wanken geraten. Der Aktienkurs hat sich innerhalb kurzer Zeit halbiert. Nicht wegen schwacher Zahlen. Umsatz, Gewinn und Marge entwickeln sich weiterhin solide. Sondern wegen einer grundlegenden Frage, die Investoren zunehmend umtreibt: Wie widerstandsfähig ist dieses Geschäftsmodell in einer Welt, in der künstliche Intelligenz Wissen, Software und Prozesse neu definiert? Diese Analyse geht der Neubewertung auf den Grund. Sie ordnet ein, warum der Markt plötzlich an den bisherigen Burggräben zweifelt, welche Rolle KI-Anbieter wie Anthropic oder OpenAI spielen und weshalb nicht nur Wolters Kluwer, sondern der gesamte Software-Sektor unter Druck geraten ist. Es geht um Lizenzmodelle, Abosicherheit, Wechselkosten, und um die Frage, ob das einst als besonders sicher geltende Erlösmodell tatsächlich noch diese Sicherheit bietet. Gleichzeitig zeigt der Blick auf Fundamentaldaten, Bilanz, Bewertung und Chart ein widersprüchliches Bild: operative Stärke trifft auf strategische Unsicherheit. Unterbewertung trifft auf Vertrauensverlust. Langfristige Qualität auf einen tiefgreifenden strukturellen Umbruch. Wir ordnen ein, warum Wolters Kluwer heute ganz anders bewertet wird als noch vor kurzer Zeit, und was das über die Zukunft von Software-Unternehmen im KI-Zeitalter verrät. Inhaltsverzeichnis00:00 Intro00:53 Langfristiger Chart: Wolters Kluwer02:50 Wolters Kluwer vs. S&P 500 vs. AEX Index vs. Software-ETF03:45 Wolters Kluwer vs. Microsoft vs. SAP vs. Thomson Reuters vs. RELX Group04:30 Geschäftsmodell von Wolters Kluwer06:41 Aktuelle Problematik durch KI09:28 Veränderung am Markt: KI Lösungen für spezialisierte Bereiche13:44 Burggraben15:54 Wachstumsausblick Global Tax Management Software16:46 Inhaberschaft18:58 Umsatz- & Margen vs. Video aus 202520:11 Umsatz nach Segmenten & Regionen21:30 Gewinn, Cashflows & Dividenden vs. Video aus 202523:13 Bilanzüberblick24:09 Übernahmen von Libra & Brightflag25:07 Kennzahlen (KGV) vs. Wettbewerber26:46 Dividenden-Rendite27:29 Bewertung: Wolters Kluwer vs. Video aus 202529:20 Chartanalyse: Wolters Kluwer vs. Video aus 202530:14 Ist die Wolters Kluwer Aktie derzeit ein Kauf?32:27 Disclaimer & Danke fürs Einschalten!
Episode Sponsor - Think AI innovation is complicated or expensive? Think again. With Airia, you can explore the easiest, fastest way to innovate with AI technology—no matter your skill level. Build smarter AI-driven solutions in minutes on a secure, budget-friendly platform. Start for free at airia.com.The "Social Permission" Crisis: Microsoft's CEO warned that AI must prove its utility quickly. If the industry fails to deliver meaningful results, it risks losing the "social permission" to consume the massive amounts of electricity required to power these models.Legal Tech Bloodbath: A new Claude plugin for legal compliance triggered a massive sell-off in legacy legal stocks. Industry titans like RELX (LexisNexis) and Thomson Reuters saw double-digit drops as investors fear AI will cannibalize business models built on expensive subscriptions and billable hours.The "SaaS is Dead" Sentiment: The episode explores whether we are witnessing the end of traditional Software-as-a-Service. As AI begins to automate complex workflows natively, the market is repricing the value of established software companies that may no longer be necessary.User Pushback and Privacy: Mozilla is introducing a "master switch" in Firefox settings that allows users to disable all generative AI features at once. This highlights a growing segment of the market that remains skeptical or resistant to forced AI integration.Performance Inconsistency: While AI is "crushing it" in coding and data review, it remains "sloppy" in the arts and unproven in sales. Specifically, industry insiders note that AI SDR agents have yet to prove they can consistently book high-quality, real-world sales calls.Commercial - https://x.com/tomwarren/status/2019039874771550516
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Canadian media is calling out companies with ties to ICE, but can it make a difference? Thomson Reuters, Hootsuite, Roschel, and the Jim Pattison Group are among a group of Canadian companies facing criticism for their connection with ICE. Media coverage, petitions, and protests have compelled some of these companies to cut ties with ICE. Canadian politicians are joining in to voice their outrage over what's happening in Minnesota, but what sort of meaningful impact can we actually have? Host: Jesse Brown Credits: James Nicholson (Producer), Kattie Laur (Associate Producer and Fact Checking), Caleb Thompson (Mixing and Mastering), max collins (Director of Audio), Jesse Brown (Editor)Guest: Harrison Lowman Further reading: Canadian Companies Must Cut Ties with ICE, Say Protesters | The Tyee Vancouver social-media company Hootsuite looking to work with ICE to ‘build trust' - The Globe and Mail ICE ordering fleet of 20 armoured vehicles from Brampton, Ont., firm | CBC News Canada's Stantec and U.S. partner had multimillion-dollar contracts to inspect ICE detention facilities - The Logic This App Lets ICE Track Vehicles and Owners Across the Country - 404 Media Jim Pattison won't sell U.S. warehouse proposed as new ICE facility | CBC NewsCanada must admit that Trump's America is not a ‘safe' place for refugees - The Globe and MailIt is the right time – socially and economically – to scale back extended health benefits for refugees - The Globe and MailWhy is the Carney government rolling out the red carpet for Chinese propaganda media? - Harrison Lowman [X/Twitter]150,000 rally in downtown Toronto in solidarity with Iranian protesters | CBC News Sponsors: Fizz: Visit fizz.ca and activate a first plan using the referral code CAN25 to get 25$ off and 10GB of free data.MUBI: To stream great cinema at home, you can try MUBI free for 30 days at mubi.com/canadaland.BetterHelp: Visit BetterHelp.com/canadaland today to get 10% off your first month.Douglas: Douglas is giving our listeners a FREE Sleep Bundle with each mattress purchase. Get the sheets, pillows, mattress and pillow protectors FREE with your Douglas purchase today. Visit douglas.ca/canadaland to claim this offer.If you value this podcast, Support us! You'll get premium access to all our shows ad free, including early releases and bonus content. You'll also get our exclusive newsletter, discounts on merch at our store, tickets to our live and virtual events, and more than anything, you'll be a part of the solution to Canada's journalism crisis, you'll be keeping our work free and accessible to everybody. Hosted on Acast. See acast.com/privacy for more information.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über den Absturz von PayPal, den neuen Makel des MSCI World und Konkurrenz-Druck für Zalando. Außerdem geht es um Berkshire Hathaway, Amazon, Daimler Truck, AMD, Nvidia, HP Inc., Novo Nordisk, Palantir, Thomson Reuters, Verisk, Shopify, Microsoft, PepsiCo, Merck & Company, Pfizer, Critical Metals Corp, USA Rare Earth MP Materials, United States Antimony, NioCorp Developments, General Motors, Stellantis, Boeing, Corning, GE Vernova, Alphabet, VanEck Vectors Rare Earth/Strategic Metals ETF (WKN: A3CRL9), PLS Group, Albemarle, Lithium Americas, Wisdom Tree Strategic Metals and Rare Earth Miners ETF (WKN: A3EKKT), Sigma Lithium, Lynas Rare Earth, iShares Core MSCI World (WKN: A0RPWH), Xtrackers SLI ETF (WKN: DBX1AA), Novartis, Roche, Xtrackers MSCI Singapore (WKN: DBX0KG), DBS Group, Oversea-Chinese Banking, Sea, Amundi MSCI Nordic ETF (WKN: A2H569), Novo Nordisk und Spotify. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos PayPal stürzt ab und feuert CEO. Novo Nordisk stürzt ab und wächst nicht mehr. Wolters Kluwer und Thomson Reuters stürzen ab wegen KI. US-Pharma war gemischt. AMD hat Zahlen. Amundi hat Rekord. Zalando hat Angst vor TikTok und Siemens Energy investiert. Bank-Aktien laufen seit einiger Zeit gut. Vor allem deutsche und US-Banken werden immer wieder genannt. Die britische HSBC (WKN: 923893) fliegt öfters unter dem Radar. Nicht bei uns. Grupa Pracuj (WKN: A3C8LG) ist die Nummer-1-Jobbörse in Polen und will Europas führende Personalplattform werden. Dafür setzt sie auch auf die Ukraine. Das ist Chance und Risiko zugleich. Diesen Podcast vom 04.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
En el Radar Empresarial de esta jornada ponemos el foco en las consecuencias que está teniendo la última innovación de Anthropic sobre los mercados financieros. Las Bolsas han vuelto a mostrar nerviosismo ante el avance de la inteligencia artificial tras la presentación de una nueva herramienta de la compañía. Se trata de un plugin creado para su agente Claude Cowork, capaz de analizar documentos legales, revisar contratos y ordenar archivos de manera automática. El lanzamiento de esta aplicación elevó el miedo entre los inversores, especialmente en las valoraciones de las empresas dedicadas al software jurídico. El mercado teme que muchas de ellas queden rezagadas frente a una solución más eficiente y completa. El impacto fue inmediato y severo, con fuertes caídas en compañías del sector como Wolters Kluwer, LegalZoom.com y Thomson Reuters, que registraron desplomes de dos dígitos. El nerviosismo no se limitó a estas firmas y terminó extendiéndose al conjunto del sector tecnológico. La oleada de ventas borró alrededor de 285.000 millones de dólares en capitalización y la cesta de empresas de software elaborada por Goldman Sachs retrocedió un 6%. También sufrieron las gestoras que han financiado a estas compañías, con descensos destacados en Blue Owl Capital, Apollo y Blackstone. La preocupación surge porque la herramienta de Anthropic realiza funciones similares a las del software legal tradicional, pero con mayor velocidad, autonomía y profundidad. Automatiza tareas complejas, organiza archivos sin intervención humana y no requiere configuraciones técnicas avanzadas. Esto amenaza modelos de negocio muy especializados y reaviva el debate sobre despidos. Pese a ello, su CEO, Dario Amodei, defiende que la automatización no implica necesariamente recortes masivos. Además, la empresa planea permitir ventas internas de acciones y prepara una futura salida a Bolsa tras contratar a un bufete especializado y estudiar un acuerdo valorado en cientos de millones de dólares según fuentes financieras internacionales que siguen de cerca el crecimiento acelerado de la firma.
In Episode 293 of The Rainmaking Podcast (Legal Series), Scott Love interviews Jay McAllister, founder of Paragon Tech, on how law firms can improve case management from matter opening through conclusion. Jay's core insight: most firms use only 10–20% of their case management platform's functionality (across tools like Clio, Smokeball, and Centerbase), leaving major efficiency gains “on the table.” He explains that many firms switch platforms reactively—because a system gets sunset (he cites Thomson Reuters exiting its Firm Central case-management product) or because they're attracted to a shiny feature—without first diagnosing the firm's true operational bottleneck. Jay argues that the right approach is constraint-first: assemble a cross-functional steering committee, identify the firm's biggest constraints, and then select/implement tech to solve those specific problems—rather than forcing the firm to conform to software. He highlights the upside of a “matter-centric” system: tighter time capture (citing research suggesting non-contemporaneous billing can cost roughly an hour per week), reduced friction through a single source of truth for documents and communications, improved client experience through a more choreographed process, and higher staff satisfaction. They also discuss change management—getting buy-in early by involving stakeholders—and the importance of surfacing KPIs automatically, including consultation show rates, retention/close rates, utilization, realization, and collections. Jay closes with three actions: (1) define the limiting constraint and success criteria before making any major change (including AI), (2) use a structured selection framework (he mentions a 53-criteria guide), and (3) get educated and leverage peer communities to avoid reinventing the wheel. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/yx1wN4G3cSk ----------------------------------------
Max went from a YC rejection to building a $1.8B company in less than two years. His company, Legora, is the fastest YC-backed company to become a unicorn in history. His path to insane growth was not standard: after raising a massive Series A, Max told his board he was pausing all new sales for six months to rebuild the product infrastructure.In this episode, Max breaks down the "burn the boats" mentality that drove their growth, the specific demo tactics that convert 55% of prospects, and how to build an engineering culture that ships fast enough to beat incumbents like Thomson Reuters.Why You Should ListenWhy he shut down sales for 6 months immediately after raising $35M.How a single live demo stunt at a conference generated 150 qualified leads.The aggressive pitch strategy that turned a YC rejection into an acceptance.How to close a $10M round with Benchmark after a single meeting.Why you should encourage your enterprise clients to run bake-offs.Keywordsstartup podcast, startup podcast for founders, product market fit, AI legal tech, Y Combinator, hypergrowth, enterprise sales, Benchmark Capital, fundraising strategy, rapid scaling00:00:00 Intro00:06:51 Getting Rejected by Y Combinator00:15:37 Living on 50k Euros with Design Partners00:30:19 The Live Demo That Booked 150 Meetings00:34:06 Raising $10M from Benchmark in 30 Minutes00:35:13 Shutting Down Sales After Raising Series A00:46:36 How to Win 85 Percent of Competitive Deals00:50:05 The Moment of True Product Market FitSend me a message to let me know what you think!
Peter Apps is a British global affairs and defence commentator, journalist, and author best known for his work as a Reuters global defence columnist and commentator on international security, geopolitics, and conflict. He writes a regular bi-weekly column for Thomson Reuters, focusing on national security, geopolitical tensions, defence policy, and the evolving nature of conflict around the world. Apps has authored several books, including Deterring Armageddon: A Biography of NATO, and his upcoming work The Next World War explores the emerging era of great-power conflict, with significant attention to the war in Ukraine and its implications for global security. ----------LINKS:https://pete-apps.com/https://x.com/PeteAppshttps://www.linkedin.com/in/peterapps/https://tedxlondon.com/speaker/peter-apps/----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2026 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur first live events this year in Lviv and Kyiv were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. We may add more venues to the program, depending on the success of the fundraising campaign. https://buymeacoffee.com/siliconcurtain/extrasWe need to scale up our support for Ukraine, and these events are designed to have a major impact. Your support in making it happen is greatly appreciated. All events will be recorded professionally and published for free on the Silicon Curtain channel. Where possible, we will also live-stream events.https://buymeacoffee.com/siliconcurtain/extras----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------DESCRIPTION: The Next World War: A Deep Dive with Peter AppsIn this episode, Peter Apps, a British global affairs and defense commentator, journalist, and author, discusses his latest book, 'The Next World War,' which explores the emerging era of great power conflict with a focus on the war in Ukraine and its global implications. Apps talks about the evolving nature of international security, geopolitical tensions, and defense policies. He also delves into the similarities and differences between potential future conflicts and past world wars, the role of major global powers like China and Russia, and the challenges of maintaining global peace. The conversation touches upon the significant impact of the Ukraine war, the strategic importance of deterrence, and the potential for upcoming conflicts in various global hotspots.----------TRUSTED CHARITIES ON THE GROUND:Save Ukrainehttps://www.saveukraineua.org/Superhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.org----------
The latest Cambridge Tech Podcast episode is an absolute masterclass in startup strategy, investment psychology, and navigating the cutthroat world of AI talent. Host James Parton and Faye Holland sit down with Alexander Kardos-Nyheim, whose journey from teenage legal warrior to founding an AI company acquired by Thomson Reuters in just two years, is nothing short of remarkable.This episode cuts through the noise of startup hype and delivers genuine, battle-tested insights. Whether you're wrestling with talent acquisition, navigating investor conversations, or trying to build defensible technology in the AI space, Alex's story offers a masterclass in strategic thinking.Episode Highlights:
On the 3rd season premiere of Clarity on Tech, we look at how tax & accounting firms are getting some good news as they enter tax season: AI-driven automation is here. TRI's Zach Warren talks with Dwight Crow, VP of Tax AI at Thomson Reuters, about where AI fits into the tax workflow and the differences in applying AI in tax compared to other industries, and we also take a sneak peek into the tax tech of the future.
AI won't replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters' Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.Chapters(02:49) - Technology Expectations of New Accountants (03:38) - The Shift from Desktop to Cloud-Based Tax Software (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Technology (05:55) - Automation and AI in Tax Workflow (10:58) - The Role of SurePrep in Data Entry Automation (18:34) - Advisory Services and Ready to Advise (24:53) - AI in Onboarding and Knowledge Transfer (25:35) - Empowering Junior Associates with AI (26:41) - AI in Education and Talent Attraction (30:40) - AI's Role in Tax and Accounting (33:58) - The Future of AI in Tax Preparation (41:59) - AI-Driven Advisory Services (47:41) - Practical Steps for Tax Firms to Embrace AI Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsElizabeth Beastromhttps://www.linkedin.com/in/elizabeth-beastrom/Kirat Sekhonhttps://www.linkedin.com/in/kirat-sekhon-2172022/Learn more about Thomson Reutershttp://thomsonreuters.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
In our latest Clarity podcast, we look at a fundamental question raised by the recent 2026 Report on the State of the US Legal Market: Does the legal market's exceptional 2025 performance represent a new equilibrium, or the crest before a rapid realignment? Thomson Reuters Institute's Mike Abbott discusses the future of legal business with Raghu Ramanathan, President, Legal Professionals at Thomson Reuters.
For the last episode of 2025, get to know Abrigo's CTO, Ravi Nemalikanti, as he talks about his AI philosophy at Amazon's AWS Re:Invent conference. Listen in to learn about the metrics Abrigo considers when making decisions about machine learning in its solutions, ensuring that those decisions support community banks and credit unions. About the guest: Ravi Nemalikanti is Abrigo's Chief Product and Technology Officer and is responsible for leading technology strategy and determining product and development priorities to drive innovation and increase the company's competitive advantage. Ravi is the Winner of the 2024 Haas Technology Leadership Awardee for North America by Carlyle, an award given to celebrate an exceptional technology leader. Before joining Abrigo in 2022, Ravi was the CTO of Digital Banking at NCR Corp., where he led the organization's digital-first banking technology roadmap. Earlier, he held leadership roles in Tax and accounting, Global Trade, and Risk Management during 14 years at Thomson Reuters. Ravi holds a bachelor's degree in engineering from Andhra University in Andhra Pradesh, India, and an MBA from the University of Chicago's Booth School of Business.Helpful links: AI Hub - AbrigoWebinar: AI strategy for banking: Unlock the most value - Abrigo
Anthropic's Tobias Harrison Noonan shares the enterprise AI playbook: why coding leads to broader AI adoption, practical tips for getting started, and why you shouldn't wait for perfection.Topics Include:Tobias from Anthropic's Applied AI team discusses enterprise AI adoption trends and insights.Anthropic founded four years ago balancing AI safety mission with world's most intelligent models.Remarkable velocity: Claude 3.7 and Claude Code both shipped just in 2025 alone.Three-layer partnership: foundation models, enterprise capabilities, and end-user platforms like Claude Code.Anthropic leads in agentic coding for eighteen months, now number one enterprise AI market share.Claude Opus 4.5 launched last week, again tops software engineering benchmark for complex tasks.Claude Code enables thirty-hour autonomous coding sessions, ships features five times faster than before.Next frontier expands beyond coding into data-heavy knowledge work like financial and legal analysis.AI adoption maturity curve: employee workflows, internal processes, core products, then AI-native products.Thomson Reuters started with Claude Code for development team doing code modernization and refactoring.They expanded to Claude.ai for sales, marketing, and finance teams after seeing tangible ROI.Built Claude into core products including co-counsel legal platform and fraud prevention systems strategically.Today Thomson Reuters has eight different product lines powered by Claude across their portfolio.AWS partnership offers safe, secure, scalable deployment from POC to production in existing environments.Don't wait for perfection: AI today is dumbest it'll ever be, start prototyping now.Participants:Tobias Harrison-Noonan: Member of Technical Staff, AnthropicSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/
My guest today, Vera Cherepanova, shares the importance of being ethical at work and how we can leverage our values to create safer work environments.In my discussion with Vera, we chatted about:Why ethics is so important to Vera, and how she got into her line of work.The definition of ethical leadership.How ethics and compliance support the growth of an organization.How we can hold true to our values as working women when working in male-dominated industries.How we can advance from leadership to a seat on a company's board.And more. Here's more about Vera:Vera is the Executive Director of a non-profit, Boards of the Future™, a Chartered Accountant, and an award-winning Ethics and Compliance expert who writes and speaks about business ethics, governance, risk, and workplace culture.She is the author of Corporate Compliance Program, the first-ever book on compliance in the Russian language, and a co-author of The Transnationalization of Anti-Corruption Law, as well as hundreds of articles on all aspects of ethics, risk, compliance, and governance. Her insights have been featured in the Financial Times, Wall Street Journal, Law360, CityAM, and Thomson Reuters. Vera serves as a corporate director and ethics advisor for market-leading corporations and international not-for-profits. Before we begin, if the Brave Women at Work Podcast has helped you personally or professionally, please share it with a friend, colleague, or family member. And your ratings and reviews help the show continue to gain traction and grow. Thank you again!
Interview recorded - 10th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Daniel Lacalle. On this episode I have the pleasure of welcoming on Daniel Lacalle. Daniel is a PhD Economist and Fund Manager.During our conversation we spoke about his outlook on the economy, major drivers of weak economy, Europe vs China, whether the economy can be resolved, outlook for 2026 and more. I hope you enjoy!0:00 - Introduction1:45 - Global economy outlook3:53 - Major driver of weak economy7:36 - Institution issues10:19 - Europe vs China centralised economy16:51 - Intellectual trends23:14 - Can economy be resolved?25:34 - Outlook for 2026?31:11 - One message to takeaway?Daniel Lacalle has a PhD in Economy and is a fund manager. He holds the CIIA financial analyst title, with a post graduate degree in IESE and a master's degree in economic investigation (UCV).On January 30th, Mr. Lacalle was mentioned in the US House of Representatives by Congressman Mr. Joe Wilson from South Carolina, citing his article Do Not Forget About Cuba.Mr. Lacalle has presented and given keynote speeches at the most prestigious forums globally, including the Federal Reserve in Houston, the Heritage Foundation in Washington, London School of Economics, Funds Society Forum in Miami, World Economic Forum, Forecast Summit in Peru, Mining Show in Dubai, Our Crowd in Jerusalem, Nordea Investor Summit in Oslo, and many others.Mr Lacalle has more than 24 years of experience in the energy and finance sectors, including experience in North Africa, Latin America and the Middle East. He is currently a fund manager overseeing equities, bonds and commodities. He was voted Top 3 Generalist and Number 1 Pan-European Buyside Individual in Oil & Gas in Thomson Reuters' Extel Survey in 2011, the leading survey among companies and financial institutions.Daniel Lacalle - Website - https://www.dlacalle.com/en/YouTube - @DanielLacalleOfficial X - https://x.com/dlacalle_IAWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
Ever since cryptocurrency made its debut, many have repeatedly questioned its validity. Is it legal tender? A scam? Well, in today's digital ether, both exist en masse, and lawyers need to understand how to recognize the real thing and how it fits into our current legal framework. Rocky Dhir welcomes Nelson Ebaugh to chat about his article in the Texas Bar Journal, Texas Cryptocurrency Jurisprudence. Nelson Ebaugh is an attorney in Houston. He has an LL.M. in securities and financial regulation and is certified in criminal appellate law by the Texas Board of Legal Specialization. Special thanks to our sponsors Thomson Reuters and State Bar of Texas.
Ever since cryptocurrency made its debut, many have repeatedly questioned its validity. Is it legal tender? A scam? Well, in today's digital ether, both exist en masse, and lawyers need to understand how to recognize the real thing and how it fits into our current legal framework. Rocky Dhir welcomes Nelson Ebaugh to chat about his article in the Texas Bar Journal, Texas Cryptocurrency Jurisprudence. Nelson Ebaugh is an attorney in Houston. He has an LL.M. in securities and financial regulation and is certified in criminal appellate law by the Texas Board of Legal Specialization. Special thanks to our sponsors Thomson Reuters and State Bar of Texas. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on The Geek in Review, we bring together a trio of Canadian legends from the legal web to celebrate the 20th anniversary of the Canadian Law Blog Awards, better known as the Clawbies. Steve Matthews of STEM Legal and Slaw.ca, Sarah Sutherland of Parallax Information Consulting and former president and CEO of CanLII, and legal market analyst and Substack author, Jordan Furlong join us to talk about how legal publishing has changed over two decades and where it heads next. Along the way, we share a little host pride, since 3 Geeks and a Law Blog picked up a Friend of the North Clawbies back in 2011. Canada remembers, even if the trophy cabinet looks a little full on our side of the border.We start with Steve's long-running mantra: do not build your professional home on rented land. For years he pushed lawyers toward blogs and owned domains, warning that social platforms could change rules overnight or simply fall apart. That warning came into sharp focus as Twitter morphed into X and law Twitter scattered toward BlueSky, Mastodon, Threads and other venues. Jordan talks about deleting years of tweets rather than leaving a personal archive tied to a platform he no longer trusts, then describes how his own publishing shifted from long-form blogging at Law21 to a Substack newsletter model that feels more like a curated living room of engaged readers than a noisy town square.From there, Sarah introduces one of our favorite phrases in the episode, “law's eternal September,” where a constant wave of new technology, including generative AI, keeps the justice system and the information world in permanent transition. We explore how legal publishers now balance automation and human judgment, with AI helping on classification, annotations, and summaries, while editors and authors still play a central role in verification and context. We share our own experience with AI-assisted prep for the show, and how a human guest had to correct outdated biographical details. That leads to a broader point about the need for trusted, non-AI sources that give researchers, lawyers, and readers a place to check facts and assumptions before sharing work with clients or the public.Jordan, Steve, and Sarah then turn to the Clawbies themselves and the theme they have set for the upcoming awards year: “the year of the truth teller.” In an era of disinformation, sloppy AI content, and reputation-damaging LinkedIn posts, lawyers and legal professionals gain real value by standing out as accurate, consistent voices who care about community as much as client work. Steve explains how the Clawbies now cover blogs, newsletters, podcasts, Tik Toks, and other formats, while still focusing on authenticity and public legal education. We also learn about the “humble Canadian rule,” where nominators highlight one to three other voices, while the organizers quietly take a closer look at the nominator's own work in the background. The mission stays the same: surface new voices, new formats, and generous contributors who strengthen public conversation.We close with a look ahead. Steve predicts more structured, list-driven use of newer platforms like BlueSky for targeted conversations, while Sarah points to growing centralization as giants such as Thomson Reuters, LexisNexis, and Clio blend publishing and practice software. Jordan sees a fractured present, with silos and distrust, but also anticipates a future pull toward recombination, where readers gravitate to sources and bundles that feel trustworthy again. Through it all, the three guests encourage anyone interested in writing, podcasting, or other media to choose a format that fits personal strengths, commit to thoughtful output, and focus on truth-telling over pure marketing.[Special Thanks to Legal Technology Hub for their sponsoring this episode.] Email: geekinreviewpodcast@gmail.comMusic: Jerry David DeCicca
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Today's episode features Bim Dave, CEO of Helm360, a global leader in legal technology transformation. Bim has spent more than 25 years helping law firms modernize their finance systems, compliance workflows, and risk management infrastructure. We explore his journey, the future of legal tech, and the innovation roadmap behind Helm360's rapid growth.Bim shares how he went from a family-run newsagent business in the UK to leading global teams at Thomson Reuters, and now shaping the next chapter of Helm360. He also breaks down the major pressures facing law firms today, from legacy systems to compliance demands to the shift toward AI powered workflows.Whether you are in tech, legal, consulting, or leadership, Bim's insights on transformation, customer trust, and scaling people-focused organizations are loaded with lessons you can use immediately.⸻Guest LinksHelm360 Websitehttps://helm360.com/Bim Dave on LinkedInhttps://www.linkedin.com/in/bimaldave/The Legal Helm Podcasthttps://helm360.com/the-legal-helm-podcast/⸻Connect With Our GuestLearn more about Helm360's legal tech solutions, cloud transformations, compliance systems, and AI readiness:https://helm360.com/Connect with Bim on LinkedIn:https://www.linkedin.com/in/bimaldave/⸻
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.At MaysGroup Advisors, Edwin's mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.Learn more: https://maysgroupadvisors.com/The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ - MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances. With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.At MaysGroup Advisors, Edwin's mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.Learn more: https://maysgroupadvisors.com/The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-sequence-of-returns-risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – Maysgroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.At MaysGroup Advisors, Edwin's mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.Learn more: https://maysgroupadvisors.com/The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-longevity-risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – Maysgroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.At MaysGroup Advisors, Edwin's mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.Learn more: https://maysgroupadvisors.com/The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-longevity-risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.At MaysGroup Advisors, Edwin's mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.Learn more: https://maysgroupadvisors.com/The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ - MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances. With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.At MaysGroup Advisors, Edwin's mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.Learn more: https://maysgroupadvisors.com/The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-sequence-of-returns-risk
Today's episode is my discussion with Chris Maguire, Head of Product and Industry for Corporates at Thomson Reuters. Previously, he served as the General Manager of Corporate Risk, where he was responsible for managing U.S. sales, client management, and revenue for corporate CLEAR, Court Express, and other risk offerings. Before this role, Chris was the General Manager of Corporate Legal Software, Risk, and Compliance. Chris joined Thomson Reuters in 2005. From 2012 through 2017, he was the Global Head of Strategy for Thomson Reuters Legal. During 2016 and 2017, he also represented the Legal business at the Enterprise Centre in Zug, Switzerland.With this experience behind him, Chris generously shares his experiences in everything from acquisitions to compliance, from legal content & software right through to tax needs and of course, the famous Reuters news service.This is a broad ranging discussion and well worth the investment of your time!Send us a textContact ABM Risk Partnership to optimise your risk management approach: email us: info@abmrisk.com.au Tweet us at @4RiskCme Visit our LinkedIn page https://www.linkedin.com/company/18394064/admin/ Thanks for listening to the show and please keep your guest suggestions coming!
About Harpaul Sambhi:Harpaul Sambhi is a serial entrepreneur and the founder of Magical, where he's building Agentic AI for healthcare to transform how people and systems interact in one of the world's most vital industries. Based in the San Francisco Bay Area, Harpaul combines a deep technical background with a passion for human-centered innovation. Before founding Magical in 2020, he built and sold Careerify to LinkedIn, where he later led product initiatives within LinkedIn Talent Solutions and Microsoft, helping shape the future of talent acquisition and HR technology.Alongside building companies, Harpaul has served as Entrepreneur in Residence at Bain Capital Ventures, Advisor at On Deck, and a Limited Partner in leading VC funds, including Bain Capital Ventures, iNovia Capital, and OnDeck. Earlier in his career, he authored Social HR (published by Thomson-Reuters) and lectured at the Schulich Executive Education Centre on innovation, technology, and the evolving workplace.At his core, Harpaul is guided by simple principles—striving to be a good human and a dedicated father, husband, son, brother, and friend—while working with great people to build great products that make a difference. A graduate of the University of Waterloo with a degree in electrical engineering, he continues to live by curiosity, humility, and the drive to create technology that serves people, not the other way around.About Doug Hires:Douglas Hires is a seasoned healthcare executive, consultant, and entrepreneur with over 35 years of leadership experience across the healthcare and information technology sectors. Based in Dallas, Texas, Douglas has built a distinguished career driving operational excellence, business transformation, and financial performance for some of the nation's leading healthcare organizations. His expertise spans providers, payers, government, and life sciences, and his track record includes accelerating growth, restructuring operations, and guiding organizations through strategic reinvention.Currently, Douglas serves as Executive Advisor at Magical, Managing Partner at JD Hires Advisory Group, and Founder & President of New World Wine Designs, where he combines his business acumen with his passion for fine wine and craftsmanship through bespoke wine cellar design and building. He also advises healthcare and sales organizations through roles with Healthcare IT Leaders and SalesSparx LLC, lending his strategic insight to help teams scale with precision and purpose.Previously, Douglas held multiple senior leadership roles at Optum, including Chief Operating Officer for OptumInsight Provider and COO of the Hospital Services Division, overseeing end-to-end revenue cycle operations for Dignity Health's 36 hospitals. His earlier career includes executive roles at Santa Rosa Consulting, 3M Health Information Systems, SoftMed Systems, and First Consulting Group, where he earned recognition as a respected thought leader and sought-after industry speaker.Things You'll Learn:Agentic AI surpasses automation by reasoning, adapting, and executing end-to-end workflows, thereby freeing healthcare workers from repetitive tasks.Healthcare organizations are already seeing results, such as doubling prior authorization volume while cutting staff needs and decision times in half.The shift from RPA to agentic AI mirrors the evolution from MapQuest to autonomous vehicles, smarter, smoother, and self-correcting.Successful AI adoption requires attention to change management and staff reallocation, not just technology deployment.Evaluating AI vendors using six key pillars (reasoning, adaptability, interoperability, agility, scalability, and fault tolerance) helps cut through the hype and identify real solutions.Resources:Connect with and follow Harpaul Sambhi on LinkedIn.Connect with and follow Doug Hires on LinkedIn.Follow Magical on LinkedIn.Visit Magical's website.
November 13, 2025 ~ Dave Shepardson, correspondent at Thomson Reuters, joins Chris and Lloyd to discuss U.S. flight cancellations falling sharply over the last day as air traffic control absences shrank as the House votes to end a record-setting government shutdown. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
For episode 624 of the BlockHash Podcast, host Brandon Zemp is joined by Kelsey Nicol, Director of Corporate Legal for Thomson Reuters.Thomson Reuters (TSX/NDAQ: TRI) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. ⏳ Timestamps: (0:00) Introduction(1:02) Who is Kelsey Nicol?(2:07) Thomson Reuters at Money20/20(2:56) How to manage compliance globally(4:10) Reuters investing $200M in AI(5:49) Agentic AI use-cases(7:48) Solutions for small businesses(9:07) Future of Compliance(10:25) Thomson Reuters roadmap for 2026(11:26) Thomas Reuters website & socials
In this episode of Tank Talks, host Matt Cohen is joined by John Ruffolo for an in-depth discussion on the latest business innovation news, cutting-edge tech developments, and disruptive market shifts that are shaping the global innovation economy. From game-changing legal tech acquisitions to the next big wave in quantum computing, the two break down the trends transforming Canadian fintech and the rise of stablecoin regulation. They also dive deep into AI advancements, big tech strategies, and the future of payments, offering fresh insights and actionable takeaways.Clio's Billion-Dollar Acquisition & Vertical Expansion in Legal Tech (01:38)In a major legal tech acquisition, Clio secures a $5 billion valuation following its acquisition of vLex, expanding its role as a dominant player in the legal technology sector. Matt and John discuss how this deal positions Clio alongside industry giants like Thomson Reuters and LexisNexis and explore the risks and rewards of a vertical integration strategy.Toronto's Quantum Tech Breakthrough: SPAC Merger with Crane Harbor (05:11)Toronto-based Xanadu Quantum Technologies makes headlines with its SPAC merger with Crane Harbor Acquisition Corp., paving the way for the first-ever Canadian quantum tech debut on the TSX and NASDAQ. John shares exclusive insights into the company's growth trajectory and how the merger will impact the quantum computing industry.Elon Musk's Trillion-Dollar CEO Package: Will He Become the First Trillionaire? (09:05)Matt and John dive into the details of Elon Musk's massive CEO package, designed to potentially turn him into the first trillionaire. They analyze the massive financial goals Musk must achieve and the broader economic impact this deal could have on industries like electric vehicles, space tech, and AI innovation.Google and Apple's AI Partnership: What Does It Mean for Siri? (12:21)A landmark deal between Google and Apple will see Google's Gemini AI powering Siri's next-generation intelligence. Matt and John discuss the implications of this collaboration for artificial intelligence, cloud computing, and the future of voice assistants in the consumer tech market.Robinhood's New AI Fund: The Risks of Retail Investor FOMO (15:14)In a bold move, Robinhood announces plans to give retail investors access to private AI companies. While this could open up private equity investments to the masses, Matt and John debate the risks of retail investor FOMO and the potential impact of AI investment bubbles on individual portfolios.Visa & Mastercard Lowering Interchange Fees: The Impact on Credit Card Rewards (16:39)In a significant shift, Visa and Mastercard are negotiating a deal to lower interchange fees, a change that could fundamentally alter the credit card rewards system. John explains the long-term effects on merchant relationships, consumer rewards, and the potential disruption of traditional payment systems as blockchain technologies emerge.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
John Barucci joins the show to break down his real-life data breach. John thought he had all the right safeguards in place: cyber insurance, firewalls, security training, and a written information security plan. But a single click on what appeared to be a Social Security Administration email led to bad actors accessing nine client files, altering returns, and changing bank account information in just 38 minutes.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Introduction and Greetings (00:56) - Current Events and Government Shutdown (01:56) - PTIN Renewal and Security Measures (02:59) - Introducing John Bucci's Story (04:34) - John Bucci's Cybersecurity Breach Experience (06:18) - Detailed Chronology of the Breach (18:38) - Immediate Actions Taken Post-Breach (22:14) - IRS and Software Company Responses (27:02) - Client Communication and Further Steps (30:34) - The Weight of Responsibility in Tax Practice (31:22) - The Importance of Having a Plan (32:28) - Immediate Actions Post-Breach (32:53) - Involvement of Thomson Reuters and Stopping the Breach (34:21) - Forensic Investigation and Legal Steps (35:48) - Cyber Insurance and Its Benefits (37:50) - IRS Practitioner Relief Program (43:27) - Final Reflections and Lessons Learned (50:02) - Conclusion and Final Thoughts Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with John: https://www.linkedin.com/in/johnbarucciConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
November 6, 2025 ~ David Shepardson, covers transportation, autos and aviations for Thomson Reuters discusses teh FAA saying they will reduce air traffic by 10% by Friday if shutdown isn't over. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In the United States, over 90% of civil legal needs go unrepresented – a staggering justice gap that leaves millions of people facing eviction, domestic violence, wrongful conviction and other urgent legal crises without access to an attorney. For these individuals, the difference between getting legal help or going without can literally be the difference between safety and harm, between keeping a home and losing everything. One year ago, Thomson Reuters launched its AI for Justice program to help address this crisis by providing legal aid organizations with access to CoCounsel, its professional-grade AI legal assistant, along with specialized training and support. The results have been significant: attorneys are saving up to 15 hours per week, organizations are serving as many as 50% more clients daily, and urgent case materials are being prepared up to 75% faster. But more importantly, these efficiency gains are translating into real-world impact – domestic violence victims receiving protection orders more quickly, wrongfully evicted tenants getting back into their homes before their possessions are destroyed, and innocent people in prison having their exoneration petitions filed years sooner. In this episode of LawNext, host Bob Ambrogi talks with two people at the forefront of this initiative: Laura Safdie is head of innovation for legal at Thomson Reuters and has been championing access to justice through technology since her days at Casetext, where she was a cofounder. Pablo Ramirez is executive director of the Legal Aid Society of San Bernardino, a small organization of 45 staff members serving over 9,000 people a year in one of California's largest counties. Together, they share powerful stories of how AI is enabling legal aid lawyers to be more efficient and more effective in doing what they came to this work to do – fighting for their clients. They discuss the three pillars of the AI for Justice program – access, support and scale – and how Thomson Reuters is working to create a blueprint that can be replicated across the legal aid community. They also tackle the challenges that remain, from overcoming fear and skepticism about AI to reaching a highly disaggregated network of small, resource-strapped organizations. And they explore the bigger question: Can AI actually help close the justice gap, or are we just nibbling at the edges of an ever-growing problem? Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Eve, taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Send us a textKen Crutchfield works with Wolters Kluwer, where he focuses on legal research products that help professionals find and understand laws and regulations. He has spent more than four decades in and around the legal, tax, and accounting industries. Over the years, he has held senior roles at Bloomberg Tax Technology, Thomson Reuters, and LexisNexis. He began his career listening to lawyer support calls in the early days of legal research services and went on to bridge the gap between technical teams and the business side of legal and tax solutions. In this conversation, Ken shares how technology has transformed the legal profession, from early word processing machines to today's AI tools. He also talks about the challenges of access to justice, the importance of balancing legal risk with practical advice, and how lawyers can adapt to new ways of working. Tune in to hear how decades of experience in legal technology shape Ken's views on the future of law, and learn why he believes AI will bring new opportunities for lawyers to deliver better and more efficient service to their clients.Wolters Kluwerhttps://www.wolterskluwer.com Ken Crutchfield https://www.kencrutchfield.com/ Louis Goodman www.louisgoodman.comhttps://www.lovethylawyer.com/510.582.9090Music: Joel Katz, Seaside Recording, MauiTech: Bryan Matheson, Skyline Studios, OaklandAudiograms: Paul Robert louis@lovethylawyer.com
This episode is sponsored by AGNTCY. Unlock agents at scale with an open Internet of Agents. Visit https://agntcy.org/ and add your support. Joel Hron, Chief Technology Officer at Thomson Reuters, joins Eye on AI to unpack the future of agentic systems and what it takes to build them responsibly at enterprise scale. We dive into the shift from prompt-based AI to true agentic workflows capable of planning, reasoning, and executing complex tasks. Joel breaks down how Thomson Reuters is deploying generative AI across law, tax, risk, and compliance, while keeping human experts in the loop to ensure trust and accuracy in high-stakes domains. Topics include: - What separates agentic AI from simple prompt-based tools - How “agency dials” (autonomy, tools, memory) change system behavior - Infrastructure and architecture required for multi-agent collaboration - Why human verification and user experience design are essential for trust - The future of coding, engineering skills, and AI adoption inside enterprises If you want to understand how a 170-year-old company is reinventing itself with AI — and what's next for agentic systems in business and knowledge work — this conversation is a must-listen. Stay Updated: Craig Smith on X:https://x.com/craigssEye on A.I. on X: https://x.com/EyeOn_AI
Watch the YouTube version of this episode HEREAre you a business owner looking for tips for success? In this episode of The Guild Live Show, Tyson delivers a concise yet insightful discussion on negotiation tactics, ChatGPT usage trends, and the realities behind AI research tools. Tyson critically examines bold claims about Thomson Reuters' AI system, shares practical lessons for startups, and reflects on the importance of empathy in online interactions following a recent tragedy. Tyson shares some effective negotiation strategies for lawyers. Being a successful negotiator involves spending a lot of time on anticipated areas of agreement. This means focusing on where you align with a client. It also involves planning more efficiently as opposed to the amount of time. Planning efficiently makes all the difference when you are in the negotiation phase of a deal. If you sit down and think through how you want the negotiation to go and have everything outlined for the discussion, it can really play out in your favour.Tyson provides some common mistakes made by startups that can actually lead to their downfall. One of the common mistakes is only hiring people based on experience. Because startups are so new, it needs the right people with the mindset to scale the business to where it needs to be. Experience won't matter if they do not fit with the vision of the business. Another mistake is wearing too many hats as the owner. Though a startup can be small, wearing too many hats can lead to burnout and not putting the right energy into the right areas because you are spread too thin. Ensure to hire who is needed so you can focus on running the business. Listen in to learn more!1:07 Discussion of effective negotiation strategies5:41 OpenAI data on ChatGPT's most common uses.8:08 Thomson Reuters' AI that reduces research time12:24 Common mistakes that kill startupsTune in to today's episode and checkout the full show notes here.
Join us for a compelling conversation on leading through change with Karen Stroup, Chief Digital Officer at WEX. In this episode of The Data Chief, Karen shares her insights on navigating the complexities of AI adoption. She discusses why focusing on the customer problem is more important than simply applying new technology, how to build trust by accounting for the "human side" of data, and why her team uses a "two-way door decision" to combat the rapid pace of tech change. Discover her "hot take" on the future of analytics, where dashboards become a "backdrop" and an interactive, predictive experience takes center stage.Key Moments:Navigating Ambiguity with People (06:02): Karen argues that leaders' primary role is to build confidence and help people navigate ambiguity. She explains that people fear the unknown more than change and suggests involving employees in the journey to help alleviate that fear.Trust and the Human Side of Data (14:30): She highlights that giving a correct answer is not the same as building confidence that it's the right answer. Karen discusses the importance of accounting for the "human side" of how people feel about the information they receive.Prioritizing AI use cases (22:48). Karen describes WEX's approach, which starts with a top-down cultural shift from the CEO, and then uses filters like value, feasibility, and desirability to prioritize projects.The "Two-Way Door Decision" for Technology (28:13): To combat the disconnect between rapid technology evolution and slow cultural change, Karen discusses using a "two-way door decision". This approach involves architecting solutions to be vendor-agnostic, allowing the company to pivot if a technology proves to be unsuccessful."Hot Take" on the Future of Analytics (35:34): Karen's "hot take" is that the user experience will fundamentally change. She predicts that dashboards will become a "backdrop," while an interactive, predictive experience will move to the foreground.Key Quotes:"Very few customers, whether it be a business or a consumer, say, I want an AI solution. What they're really saying is, I want the problem to be simpler." - Karen Stroup"Answering the question correctly is not the same as building confidence that it's the right answer to the question." - Karen Stroup"Being able to understand data, but in a way that resonates with them, is really important. I do think ThoughtSpot does this well in the sense that you may get one answer, and you say, 'Hey, can you explain that for me?' or 'Where does the data come from?' But that ability to 'peel the onion' is really important." - Karen StroupMentions:WEX's Health and Benefits platformAgentic AI in Financial Services: The future of autonomous finance solutionsTrillion Dollar Coach: The Leadership Playbook of Silicon Valley's Bill CampbellHow Much Data Does a Ring Security Camera Use?Guest Bio: Karen joined WEX in 2022 as Chief Digital Officer, a newly created role. She brings more than 15 years of experience leading product management, digital, and innovation organizations focused on software as a service offerings, primarily in financial services.As Chief Digital Officer, Karen is responsible for expanding digital commerce opportunities by harnessing best-in-class product development, design, and digital transformation capabilities from across the enterprise. In addition to creating a unified strategic vision, she leads a team that executes against digital strategy initiatives and strives to create exceptional customer experiences by delivering new digital tools, platforms, and technologies.Prior to WEX, Karen served as the Chief Digital Officer at Thomson Reuters. Prior to her role at Thomson Reuters, Karen served as SVP, Product and Innovation at Capital One Financial Services and VP, Product Management at Intuit. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.
Kelly Drane, research director at Giffords Law Center, Ned Parker, investigative reporter at Thomson Reuters, and McKay Coppins, staff writer at The Atlantic and the author of Romney: A Reckoning (Simon & Schuster, 2023), talk about guns and the state of political violence in America after conservative activist Charlie Kirk was shot and killed at an event on a Utah college campus.
On today's show: Kelly Drane, research director at Giffords Law Center, Ned Parker, investigative reporter at Thomson Reuters, and McKay Coppins, staff writer at The Atlantic and the author of Romney: A Reckoning (Simon & Schuster, 2023), talk about guns and the state of political violence in America, after conservative activist Charlie Kirk was shot and killed at an event on a Utah college campus.