Podcasts about unanet

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Best podcasts about unanet

Latest podcast episodes about unanet

Federal Publications Seminars Podcasts
FPS Podcast #64 - 2025 GAUGE Report

Federal Publications Seminars Podcasts

Play Episode Listen Later Feb 13, 2025 22:49


FPS is proud to be partnering with CohnReznick and Unanet to bring the 2025 GAUGE report.  This annual report benchmarks key indicators of the federal contracting sector.  This year, we are helping spread the word the survey is open.  To participate, use this link:https://www.research-ksr.com/wix/p419385548373.aspx?rt=1&vr=1&vc=1&st=21

Talent Optimization with Traci Scherck
Episode 198: Leadership Best Aligned to Your Behaviors

Talent Optimization with Traci Scherck

Play Episode Listen Later Jan 16, 2025 28:56


Philipp (Phil) Siegel is the Lead Product Manager at Maymont Homes, a full-service acquisition, renovation, and property management company. In his role, he drives customer-centric solutions using data-driven strategies. Before Maymont Homes, Phil held several leadership positions, including the Senior Technical Support Manager at Unanet and the Manager of Client Support Services at BrightEdge. In this episode… First-time leaders often direct their teams in ways that suit their personal styles and needs. However, leaders' styles should support employee and organizational growth. How can you customize your leadership style to maximize results for the company? Having managed teams in various software companies, Philipp (Phil) Siegel discovered the stark contrast between leading teams of two versus 15. When managing projects and people, one-on-one support and communication may not be practical for larger teams, so delegating tasks allows you to focus more on individual development. Effective leadership requires significant investments in your team, so Phil emphasizes balanced collaboration to move individuals forward within the organization.  In today's episode of The People Strategy Podcast, Traci Austin talks with Philipp (Phil) Siegel, the Lead Product Manager at Maymont Homes, about aligning leadership with team behaviors. Phil describes the ideal leadership support for career development, how he navigates leadership without direct authority, and his perspective on AI for task delegation. Sponsor for this episode… In today's competitive landscape, retaining top talent is more critical than ever. By investing in the Team Retention program, experienced managers will learn effective leadership strategies, recruitment approaches, and onboarding techniques that will set your team up for success. Imagine creating an empowering employee journey that supports growth and collaboration from day one. Learn more and sign up for our Team Retention Program today! Embark on this transformative journey. Together, we can drive meaningful change and achieve unparalleled success.

Government Contractors - Best Practices to Guide You Forward.
Unanet Key Features and Benefits Overview

Government Contractors - Best Practices to Guide You Forward.

Play Episode Listen Later Nov 29, 2024 18:12


In this episode of Cherry Bekaert's Government Contracting podcast, host and Advisory Services Manager Shaydah Naraghi is joined by Advisory Services Senior Manager Christine DeYuliis to discuss how Unanet could help guide your business forward. Tune in to learn more about:How Unanet got its nameHow long it typically takes employees to adopt time and expense functionality in UnanetThe recommended company size needed to utilize UnanetHow Unanet supports growth in a companyHow Unanet supports DCAA and FAR complianceThe ease of standard and analytics reportingAdditional resources available during and after implementation Cherry Bekaert's team of government contracting professionals has significant knowledge and experience with Unanet. As more guidance comes forth, we are here to provide regular updates and thought leadership to guide your journey forward. If you have any questions specific to your situation, Cherry Bekaert is here to discuss solutions tailored to you.View all Government Contracting Podcasts

The Zweig Letter
Riding the AI Wave: From Fear to Opportunities in the AEC Industry

The Zweig Letter

Play Episode Listen Later Nov 14, 2024 62:31


Riding the AI Wave: From Fear to Opportunities"AI is evolving every single second. I am begging you to start to use it today, just to see what it's like."Kristin KautzDownload the Presentation to Follow AlongAbout the Guest:Kristin Kautz is a seasoned SMPS Fellow and AI enthusiast who specializes in integrating marketing and artificial intelligence into business strategies. Known for her dynamic presentations and educational sessions, Kristin leverages her extensive experience marketing and AI to design firms maximize their return on investment. She is currently working with Zweig Group, where she consults firms on incorporating AI into their strategic planning, marketing, and daily operations.Episode Summary:Originally presented as a breakout session at Zweig Group's ElevateAEC Annual Conference in Tampa, Florida (2024), this special episode features Kristin Kautz's enlightening exploration of artificial intelligence in business. Speaking to a room of AEC professionals, Kautz breaks down the transformative potential of AI tools and their practical applications within architecture, engineering, and construction firms.Drawing from her consulting experience, Kautz addresses the spectrum of reactions to AI within the AEC industry—from enthusiasm to apprehension—while emphasizing the importance of integrating AI strategically into existing business operations rather than treating it as an isolated solution. Through engaging industry-specific examples, client case studies, and market data, she outlines a clear roadmap for AEC firms looking to leverage AI effectively, beginning with identifying operational pain points and selecting appropriate tools.Her presentation covers hands-on applications of tools like Chat GPT and Microsoft's Copilot, demonstrating their practical use in streamlining technical documentation, proposal writing, marketing materials, and HR processes. By focusing specifically on AEC industry needs, Kautz provides actionable insights for firms aiming to maintain their competitive edge in an increasingly AI-enhanced marketplace.Key Takeaways:Strategic Integration: AI should be integrated into the company's strategic plan rather than being seen as an isolated tool. Start with identifying pain points and strategic goals.Current Tools: Leverage existing tools like Microsoft Copilot, Chat GPT, and platforms like Unanet for immediate benefits in productivity and efficiency.Building AI Assistants: Harness the power of building custom GPTs (AI assistants) to automate repetitive tasks and enhance business processes.Data Privacy: Ensure data security by opting for AI tools that comply with standards like SoC 2 and avoid uploading sensitive data to free versions of AI tools.Future Trends: The evolution of AI technology is rapid; staying updated and experimenting with new tools and models is crucial for maintaining a competitive edge.All this and more on this episode of the Zweig Letter podcast.Resources:Email Kristin KautzZG AI Consulting ServicesKristin...

Unchurned
Mastering Customer Relations to Drive Strategic Growth ft. Reanna Dempsey (Unanet)

Unchurned

Play Episode Listen Later Oct 23, 2024 38:54


#updateai #customersuccess #saas #business Reanna Dempsey, VP of CS at Unanet, joins our hosts, Josh Schachter, Jon Johnson, and Kristi Faltorusso, to explore how executive engagement, data management, and product adaptability have led to improved client retention rates. They also discuss her innovative approaches, including multithreading customer interactions. Reanna emphasizes the critical role of persistence and strategic involvement from internal executives to connect with key stakeholders, while also adding a lighter note, on enjoying Reese's pumpkins. Plus, we'll touch on the unexpected challenges Customer Success Managers (CSMs) face in securing CEO attention and provide actionable strategies for building long-term executive relationships. Timestamps 0:00 - Preview, BS & Intros 8:53 - Stepping in to level up CS initiatives 12:29 - Customer feedback & internal data 15:40 - Service Levels for different customers 18:40 - Ongoing process of cultivating successful business partnerships 22:20 - Difficulties CSMs face in getting CEO attention 25:20 - Strategies to get the executive buy-in to facilitate customer interactions 28:10 - Importance of multithreading approach 29:00 - Setting realistic expectations for executive relationship-building 31:27 - Communicating the importance of tracking & maintaining data ___________________________

Project 38: The future of federal contracting
AI's increasing adoption across GovCon operations

Project 38: The future of federal contracting

Play Episode Listen Later Sep 23, 2024 16:40


Artificial intelligence is not just a technology that government contractors provide their customers, but also is becoming a bigger piece of internal operations.Kim Koster, vice president of product marketing at Unanet, joins WT Editor Nick Wakeman for this episode to discuss how and where contractors are adopting AI in their own operations as found in the newest edition of her company's GAUGE report.Unanet and CohnReznick work each year to release GAUGE -- Government Contract Compliance, Accounting, Utilization, Growth and Efficiencies.In explaining the 2024 GAUGE findings, Koster shares insights on AI usage trends, maturity levels and implementation strategies. Still not on your AI journey yet? Koster has some advice on how to start that as well.

Game Changers for Government Contractors
Ep 322: Transforming Government Contracting with the Power of AI

Game Changers for Government Contractors

Play Episode Listen Later Jun 10, 2024 28:22


Join Michael LeJeune and Kim Koster, VP of Product Marketing at Unanet, as they delve into the transformative potential of AI for government contractors. With over two decades of experience in the GovCon industry, Kim shares practical insights on how small to midsize contractors can start leveraging AI tools like ChatGPT and Jasper to enhance productivity. Discover actionable steps for integrating AI into your business, from forming cross-functional teams to ensuring data security and process efficiency. Whether you're a seasoned professional or new to AI, this episode offers valuable guidance to help you navigate the AI landscape and improve your business operations. ----- Frustrated with your government contracting journey? Join our group coaching community here: https://federal-access.com/gamechangers Grab my #1 bestselling book, "I'm New to Government Contract. Where Should I Start?" Here: https://www.amazon.com/dp/B0CYXR56PS

Growth Masters Federal: Thinking, Planning and Collaborating to Win Government Contracts

Host Shirley Collier, President of Scale2Market interviews Jacob Borgeson, Senior Product Marketing Director at Unanet about the GAUGE contractor survey results. For more information, visit us at www.scale2Market.com.

Federal Publications Seminars Podcasts
FPS Podcast #60 - Getting to Know Unanet

Federal Publications Seminars Podcasts

Play Episode Listen Later Apr 2, 2024 12:35


In this FPS Episode, I have chat with Julie and Chris from our friends at Unanet during the FPS Tampa Weeklong.  Unanet is both a partner and a sponsor of FPS and they provide ERP solutions for federal contractors of all sizes.  Being around for three decades, they have developed quite a good reputation in the business and continue to keep pace with the ever-changing federal contracting market space.  

fps erp unanet
Federal Publications Seminars Podcasts
FPS Podcast #58 - GAUGE Report for 2024 - Participate today!

Federal Publications Seminars Podcasts

Play Episode Listen Later Mar 19, 2024 15:04


FPS in conjunction with Unanet and CohnReznick proudly bring you information on the 2024 GAUGE Report.  This industry leading benchmark report has become a 'must read' and 'must participate' event.   In this podcast, I am joined by Christine from CohnReznick and Kim from Unanet to discuss the importance of this ever-important survey and discuss their favorite topics from past GAUGE reports.  If you are a federal government contractor, we would like you to participate.  The link is below:  https://www.researchbyksr.com/wix/2/p901187329802.aspx?vr=1&st=24  But hurry, the survey closes on April 15, 2024!  Results will be available this fall!For more information on the GAUGE Report, go to www.gauge.cohnreznick.com

Federal Drive with Tom Temin
Contractors worry first about getting the contract and second, can they fulfill it

Federal Drive with Tom Temin

Play Episode Listen Later Sep 14, 2023 19:42


People running federal contractors must forecast their annual business, no less than any other CEO. What makes the federal market unique is that the specific size is known year after year. IT services company Unanet and the law firm Cohn Reznick asked contractors about their biggest challenges. To hear about the results, Federal Drive Host Tom Temin spoke with Kim Koster, Unanet Vice President. Learn more about your ad choices. Visit megaphone.fm/adchoices

Federal Drive with Tom Temin
Contractors worry first about getting the contract and second, can they fulfill it

Federal Drive with Tom Temin

Play Episode Listen Later Sep 14, 2023 19:42


People running federal contractors must forecast their annual business, no less than any other CEO. What makes the federal market unique is that the specific size is known year after year. IT services company Unanet and the law firm Cohn Reznick asked contractors about their biggest challenges. To hear about the results, Federal Drive Host Tom Temin spoke with Kim Koster, Unanet Vice President. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Zweig Letter
Preview the Elevate AEC Conference: Inspiring Leadership and Industry-wide Progress With Zweig Group CEO Chad Clinehens

The Zweig Letter

Play Episode Listen Later Jul 13, 2023 36:41


Preview the Elevate AEC Conference: Inspiring Leadership and Industry-wide Progress With Zweig Group CEO Chad Clinehens"There are very few rooms that you can be in where you can connect with that many people and gain that much insight and understanding." - Chad ClinehensDo you want to enhance your professional network and gain valuable industry insights? Are you looking for a solution to connect with like-minded professionals in the AEC industry? Look no further!In this special TZL podcast episode, our guest is Zweig Group CEO Chad Clinehens. Stay tuned as Chad reveals how attending the Elevate AEC Conference can help you make meaningful connections, acquire valuable knowledge, and celebrate the accomplishments of the industry. Get ready to elevate your career and join us at the ElevateAEC conference in Frisco, TX, to unlock limitless possibilities!In this episode, you will be able to:Engage with thought leaders who share invaluable insights during exclusive keynote speeches.Absorb transformative leadership advice from hands-on breakout sessions.Leap into the future of workplace flexibility, spotlighted in expert-led explorations.Navigate the exciting realm of AI applications specific to AEC operations.Join in the celebration of exceptional talents at a grand awards gala.Capitalize on networking platforms that foster productive connections in the industry.All of this and much more are on this episode of The Zweig Letter Podcast.Click HERE to Reserve Your Spot at ElevateAEC in Frisco, TX September 13-15(Mention The Zweig Letter Podcast for a 10% discount)Email Chad Clinehens:Chad Clinehens on LinkedInElevateAEC Sponsors include: CTA, Unanet, Clayton & McKerveyResources:Get your FREE Subscription to the Zweig Letter Newsletter.Other episodes you'll enjoy:Transforming the AEC Industry: A Conversation with Robert Yuen of MonographMancini Duffy is a Triumvirate of Excellence in the Design IndustryDavid Bolt on the power of trust and knowledge sharingConnect with Zweig Group:Instagram: Zweig GroupFacebook: Zweig Group

SaaS Connect
The ABCs of Technology Partner Management

SaaS Connect

Play Episode Listen Later Jul 11, 2023 28:59


On this episode, Rachel Collie, Director, Technology Partnerships and App Marketplace at Unanet, hosts a MasterClass on the ABCs of technology partner management. She emphasized the importance of repeatable enablement processes to scale their program. She shared her extensive experience in managing technology partner programs and highlighted the value of partnerships in finding innovative solutions for customers. Rachel identified three significant challenges in their partner program: lack of partner visibility, inability to scale the program using manual tools like OneNote and spreadsheets, and a lack of executive buy-in. Monday.com was the right choice for their team, considering factors like existing internal usage, read-only licensing, task assignment capabilities, integrations with other tools like Slack, and reporting features. The adoption of monday.com varied among partners, with more active usage reflected by new partners compared to established ones. Rachel digs into how she uses monday.com and emphasizes that it is the right tool for her specific challenges and needs. Others may find different tools that are more appropriate for their particular situation. Resources mentioned: Rachel Collie - https://www.linkedin.com/in/rachelcollie/ Unanet | LinkedIn - https://www.linkedin.com/company/unanet-technologies/ Unanet | Website - https://unanet.com/ Monday.com - https://monday.com/ Thank you to our amazing podcast team at Content Allies. Want to launch your own B2B revenue-generating podcasts? Contact them at ⁠https://ContentAllies.com⁠. #saas #software #cloud

Real Work From Home Jobs With Thressa
$31-$36 Per Hour Accounts Payable Specialist to Work From home!

Real Work From Home Jobs With Thressa

Play Episode Listen Later Jun 24, 2023 2:14


In this podcast today, I will discuss the company Unanet! Listen to the podcast for details! --- Support this podcast: https://podcasters.spotify.com/pod/show/thressa-sweat/support

Federal Publications Seminars Podcasts
FPS Podcast #52 - The 2023 GAUGE Report - Take the Survey

Federal Publications Seminars Podcasts

Play Episode Listen Later Apr 26, 2023 10:22


In this Podcast, we talk with Christine Williamson of CohnReznick and Kim Koster of Unanet about the 2023 GAUGE Report.  This report has been benchmarking the federal contracting industry and every year a new update to the report is released.  This year Christine and Kim want your participation. In this podcast they briefly talk about previous years' findings and how to participate for 2023.  To participate, go to:  www.unanet.com/gaugesurvey

'Zhpenn ar Vretoned zo
Ar sirkoñzision

'Zhpenn ar Vretoned zo

Play Episode Listen Later Apr 13, 2023


War-dro 661 milion a baotred koshoc'h evit pemzek vloaz zo sirkoñziset hervez an OMS. Al lod brasañ zo muzulman ha yuzev, met bez 'zo ur bern broioù all c'hoazh lec'h 'vez trodroc'het ar baotred, evel en Inizi Filipin, e serten broioù afrikan hag er Stadoù-Unanet !

war oms unanet
The ERP Advisor
The ERP Minute Episode 68 - December 13, 2022

The ERP Advisor

Play Episode Listen Later Dec 14, 2022 3:51 Transcription Available


Deloitte announced the formation of Olympus with Amazon Web Services (AWS), a global investment fund focused on building industry cloud solutions. IBM entered into an agreement to acquire Octo, a US-based IT modernization and digital transformation services provider, exclusively serving the US federal government. EY acquired ifb SE, international finance, risk transformation, and compliance consultancy, to strengthen capabilities and enhance offerings. The London Stock Exchange Group (LSEG) and Microsoft have entered into a new long-term strategic partnership to architect LSEG's data infrastructure using the Microsoft Cloud and to jointly develop new products and services for data and analytics. Unanet, a project-based ERP and CRM solutions provider for government contractors and architecture, engineering, and construction (AEC) firms, announced it has closed a new round of strategic financing from Onex Corporation.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

SaaS Connect
How Reporting Structures Can Blur Strategy

SaaS Connect

Play Episode Listen Later Nov 10, 2022 27:54


On this episode, Rachel Collie, Director, Technology Partnerships and App Marketplace at Unanet, speaks about how reporting structures can blur strategy and how changing them up has the potential to benefit the whole ecosystem. Unanet's ERP and CRM technologies drive bottom-line growth by connecting their client's projects, people and financials with greater efficiency and improved decision-making. The company's biggest question was, “How do we recruit partners without recruiting partners?" To address this question, they needed a technology partners evaluation strategy, which became getting customers to adopt more functionality via technology partners. Unanet's new organizational chart is based on the tech partners' value to the customer and Rachel has moved from Sales into Product, now reporting to the Chief Product Officer. The improved structure means she now sits with the decision-makers that impact the ecosystem. Moving from Sales to Product enabled her to be a much better advocate for partners. Rachel also discusses the company's next goals. Resources Mentioned: Crossbeam - https://www.crossbeam.com/ Note: SaaS Connect 2023 will take place in San Francisco April 19th and 20th. If you would like to be a sponsor, please contact us at admin@cloudsoftwareassociation.com for information. #cloud #saas #software Thank you to our amazing podcast team at Content Allies. Want to launch your own B2B revenue-generating podcasts? Contact them at https://ContentAllies.com.

The Zweig Letter
Trilon perpsective on Private Equity in the AEC Space

The Zweig Letter

Play Episode Listen Later Oct 27, 2022 41:12


ElevateAEC 2022: How AEC Firms Can Find A Unique Partner in an Increasingly Crowded Private Equity Landscape  In this BONUS episode of The Zweig Letter podcast, we hear from Michael “Mick” Renshaw from https://www.trilongroup.com/ (Trilon Group) and Larry Smith, CEO of https://drmp.com/ (DRMP). Tune in to hear this and much more on this BONUS episode of The Zweig Letter Podcast.  Get your https://thezweigletter.com/subscribe/ (FREE Subscription) to the Zweig Letter Newsletter. Thank you to ALL of the Sponsors of the 2022 Elevate AEC Conference https://corporatetaxadvisors.com/ (Corporate Tax Advisors) https://www.insperity.com/ (Insperity) https://edafio.com/ (Edafio Technology Partners) https://www.lofty.ai/ (Lofty) https://sesesop.com/ (SES ESOP Strategies) BCP https://vertexeng.com/ (VERTEX) https://aecbusiness.com/ (AEC Business Solutions) https://www.deltek.com/en (Deltek) https://claytonmckervey.com/ (Clayton McKervey) https://clientsavvy.com/ (Client Savvy) https://unanet.com/ (Unanet) https://actionsprove.com/ (Actions Prove) https://emissary.io/ (Emissary) https://csengineermag.com/ (Civil+Structural Engineer Media) And of course  https://zweiggroup.com/blogs/news/the-zweig-letter-podcast (The Zweig Letter Podcast) Mentioned in this episode: Elevate Her Empower Space Podcast Promo Elevate AEC Stock Open

Between Product and Partnerships
S2E1 - Addressing Barriers to Technology Partner Engagement and Enablement

Between Product and Partnerships

Play Episode Listen Later Sep 29, 2022 28:22


Rachel Collie is the Director of Technology Partnerships and App Marketplace at Unanet. When Rachel initially joined Unanet, she realized that there were a lot of barriers to entry for tech partners, specifically when it came to building, accessing, and deploying integrations. In this interview Rachel shares: Barriers to entry that negatively impact technology partners engagement. Advice for working with the product org and technology partners to identify and build high value integrations.Tools and processes for scaling collaboration with internal product teams & technology partners. Read the transcript here: https://www.pandium.com/blogs/processes-for-improving-tech-partner-engagement-and-enablement --To access more content on integrations, APIs, and technology partnerships, check out our blog and resources page belowDownload the 2022 Guide to Launching an In-App Marketplace: https://www.pandium.com/resources/download-the-2022-guide-to-launching-an-integration-marketplace Download the Report on the State of Integrations and APIs at 400 SaaS Companies: https://www.pandium.com/resources/download-the-report-on-the-state-of-integrations-and-apis-at-400-saas-companiesPartnerships & Product Management Resources: https://www.pandium.com/resource-center--To network with others working on building integrated SaaS tech partnerships apply to join our 1100+ member group here: https://www.saasecosystemalliance.com/

The Partner Channel Podcast
Reporting Structure and the Right Way to Look at Partners with Unanet

The Partner Channel Podcast

Play Episode Listen Later Jul 4, 2022 18:30


On this week's episode, we sat down with Rachel Collie of Unanet as she discusses selling internally and the significance of stickiness.

CFO Thought Leader
Getting In Deeper | a Planning Aces Episode

CFO Thought Leader

Play Episode Listen Later Apr 29, 2022 38:33


Steve and Jack discuss how successful financial planning teams are always looking to get in deeper and bring new insights to the surface. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco.

Planning Aces
Ep 10: Getting in Deeper

Planning Aces

Play Episode Listen Later Apr 29, 2022 44:57


Steve and Jack discuss how successful financial planning teams are always looking to get in deeper and bring new insights to the surface. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco.

CFO Thought Leader
791: Collaborating With Parts Unknown | Kent Kelley, CFO, Unanet

CFO Thought Leader

Play Episode Listen Later Apr 10, 2022 57:23


We have spent many hours in discussion with finance leaders about the intersection of finance and sales as we try to better understand the professional collaboration required to achieve successful outcomes in these domains. Still, few of our talks have pushed us to ponder the human elements and relationships that point to such success more than that with finance leader Kent Kelley. From the very start of our discussion, we quickly typecast Kelley and brashly concluded that here was a mild-mannered voice of reason that had sat across the table from some of the software industry's most energetic sales titans. To be clear: Kelley—a 15-year Oracle veteran whose finance career had spanned operations, sales, and marketing—had never been a bookkeeper, and his consistent willingness to assume career risks along the way set him apart even more from his more traditional finance peers. It was just such a risk attached to a challenging new role that finally led Kelley to move outside of Oracle's wide-body finance function altogether to join the management team of one of Oracle's standalone business units dedicated to industry applications. “I moved out of my office overlooking the Oracle pond to a smaller office in San Francisco—I'm sure that some of my friends in finance thought that I was crazy, but I was stepping out of my comfort zone and really challenging myself,” explains Kelley, whose move to the business unit also led to a fateful collaboration with an executive by the name of John Andrus. Andrus, a passionate and seasoned sales leader who had been given global responsibility for the business unit, made it clear that his plans involved broadening Kelley's responsibilities. “This was someone who had enough faith in me to say, ‘Hey, this organization is growing, and I need to focus on growing the rest of the world, so I need you to be my guy in North America,” comments Kelley. This would not be the last time that Andrus included Kelley in his future plans. A number of years into his new role, Andrus was recruited to be CEO of a company known as PowerPlan, and he asked Kelley to join the firm as CFO. After a “thorough” interviewing process with the company's board, Kelley was named CFO in 2011.   “We doubled the size of the company within our initial tenure,” says Kelley, whose CFO career took a dramatic turn when Andrus was diagnosed with stage four brain cancer and then shortly thereafter passed away. “I was suddenly leading the company,” recalls Kelley, who was named interim CEO of PowerPlan in late 2014. “Having to interact with the other executives at a level on which I had never interacted before led me to understand their respective challenges in a way that I had never experienced.” Kelley would continue as interim CEO until the sale of the company to private equity firm Thoma Bravo in 2015, at which time he reassumed his CFO position. Reflecting on his dynamic collaborator, Kelley remarks: “John was an experienced leader and a great mentor as well as friend to me.” While Kelley does not recall for us the first time that he sat down across a table from John Andrus, we can assume that the dynamics of the gathering would have been much the same as those at any other meeting between Oracle finance and sales professionals, representing a confluence of both mild-mannered and passionate voices resounding together in pursuit of a successful outcome. –Jack Sweeney 

Government Contractors - Best Practices to Guide You Forward.
Indirect Rates – Incurred Cost Submissions: Part Four

Government Contractors - Best Practices to Guide You Forward.

Play Episode Listen Later Nov 22, 2021 14:01


The Incurred Cost Submission (ICS) is an administrative hurdle and something that government contractors do not look forward to putting together every year. However, it is required to be submitted six months after the end of a company's fiscal year for any contractor who has cost-type and T&M contracts that contain the Allowable Cost and Payment Clause.Listen to Eric Poppe, Senior Manager in Cherry Bekaert's Government Contracting practice and Rich Wilkinson, Director of Product Marketing at Unanet discuss the importance of the calculation of a Company's indirect rates and Incurred Cost Submissions and the consequences for not having final rates or late submissions, as it is more than just an administrative exercise. Don't put it off and don't ignore the ICS. If you think you don't have to submit, confirm with your contracts manager to identify all your active contracts containing Federal Acquisition Regulation (FAR) 52.216-7, Allowable Cost & Payment. If you haven't already, catch up on part one, part two and part three of our four-part series:Indirect Rates – More than Just a Math Exercise: Part OneIndirect Rates – Monitoring and Best Practices in Calculating Your Rates: Part TwoIndirect Rates – The Close Out Process: Part Three

GovCon Untethered
Metrics That Matter

GovCon Untethered

Play Episode Listen Later Oct 25, 2021 33:51


In this episode, Meg is joined by Unanet's Director of Product Marketing, Rich Wilkinson to discuss financial metrics that matter to growing GovCons! 

Government Contractors - Best Practices to Guide You Forward.
Indirect Rates – The Close Out Process: Part Three

Government Contractors - Best Practices to Guide You Forward.

Play Episode Listen Later Oct 11, 2021 9:46


It's year end and your company has closed out its fiscal year. What should you do from an indirect rate standpoint? Listen to Eric Poppe, Senior Manager in Cherry Bekaert's Government Contracting practice and Rich Wilkinson, Director of Product Marketing at Unanet discuss the importance of indirect rates and the close out process.Rate variance is consequential. It has a half-life of about a year. If the government owes you $1K in rate differential at the end of the year and you bill it immediately, you can normally expect to collect it all. If you wait until next year, however, some projects may be out of funding. A project office may push back on what they now see as a “late invoice.” The Defense Contract Audit Agency will often refuse to sign-off on it saying that the rate differential invoices should wait until contract close out (which could be three or four years).On average, at the one-year mark, that $1k in rate variance is probably worth $500 or less. After another year, the collectability falls still further. It's now probably worth $250 or less. The $1k example is bad enough, but what if the variance is $1M – or more? By the way, this cycle isn't over. There is still the dreaded Incurred Cost Submission to do to finalize the rates. But the pressure of negotiating final rates is eased a great deal if most of the variance was collected at year end. Remember, it's a never-ending cycle. As one-year ends, another begins.Steps for closing out the rate year:Calculate the (near) final rates as soon as practical after the close of the last month.Immediately submit a request for revised provisional rates equal to the actual rates for the year.Immediately bill the rate differential as a separate invoice between the last (provisional) rate billing of the year and the first vouchers of the new year.If you haven't already, catch up on part one and two of the series where we discuss why government contracting firms need indirect rates and where and when to start, as well as monitoring and best practices in calculating your rates:Indirect Rates – More than Just a Math Exercise: Part OneIndirect Rates – Monitoring and Best Practices in Calculating Your Rates: Part Two 

The SaaS News Roundup
Novi Connect, Supabase,Snyk and Affinity | Delaget has teamed up with Payactiv | Unanet has announced its partnership with OpenAsset | Graphy recently launched a $14M Graphy Grant

The SaaS News Roundup

Play Episode Listen Later Sep 10, 2021 2:45


Novi Connect, a B2B marketplace that helps firms create and manufacture transparent products, has raised $10.3 million in funding. Novi is a data-rich marketplace for transparent sourcing and purchase of ingredients, fragrances, and packaging.Delaget has teamed up with Payactiv, a financial wellness software company. Payactiv and other Delaget partners provide Easy-to-use interfaces to restaurant partners. Delaget's API Partnerships offer access to over 100,000 restaurants, eliminating the need for costly, one-time data integrations. Mavenick Consulting, KlearStack's parent business, has announced a strategic funding round. Intelligent Document Processing (IDP), a KlearStack SaaS platform, delivers AI-driven solutions for processing data from documents and images.Unanet, a SaaS-project-based enterprise resource planning (ERP) and Customer Relationship Management (CRM) provider, has announced its partnership with OpenAsset, a project-based digital asset management solution for Architecture, Engineering, and Construction industries (AEC), to expand its Unanet Connect platform's integration capabilities.Graphy recently launched a $14M Graphy Grant for highly ambitious creators looking to establish their learning communities. Graphy provides a single all-in-one platform to cater to the needs of creators who aspire to grow their audience and monetize their skills.Supabase, a developers' suite creator for repetitive workflows, raised $30 million in a Series A funding round led by Coatue with participation from angel investors.Snyk raised $530M in a Series F round, which valued the company at $8.5B. The company would use the proceeds to fuel its product innovation and development and introduce enhancements to its developer security platform, workflow integrations and improved functionality alongside new features.Affinity raised $80M in a Series C funding round led by Menlo Ventures and others to expand its sales and marketing reach into sectors such as investment banking, private equity, real estate and professional services like accounting, management consulting and law firms.

The Zweig Letter
197 - UNANET: A conversation with Lucas Hayden

The Zweig Letter

Play Episode Listen Later Sep 9, 2021 39:04


We recently sat down with Lucas Hayden, Product Marketing Director with Unanet.  Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services and a presenter at Zweig Group's ElevateAEC 2021 virtual event.  The virtual conference and ElevateHer Symposium, held September 13th to October 7th, is comparable to last year's event. There will be many FREE sessions and more than 30 Professional Development Hours (PDH) available to you.  In their virtual session, Lucas discusses how Design Firms can grow revenue without adding headcount.  We hope to see you online or in-person this Fall at the ElevateAEC 2021 virtual and live event.    All of this and more on this episode of The Zweig Letter podcast.    Get your FREE Subscription to the Zweig Letter Newsletter.

Government Contractors - Best Practices to Guide You Forward.
Indirect Rates – Monitoring and Best Practices in Calculating Your Rates: Part Two

Government Contractors - Best Practices to Guide You Forward.

Play Episode Listen Later Sep 7, 2021 11:42


Listen to Eric Poppe, Senior Manager in Cherry Bekaert's Government Contracting practice and Rich Wilkinson, Director of Product Marketing at Unanet discuss the importance of indirect rates. In part two we talk about monitoring indirect rates, why it is important, best practices in calculating indirect rates and why it is a great tool for project management.Monitor the rates:If your accounting system can calculate your rates, do it monthly at a minimum Don't be alarmed when they fluctuate significantly early in the fiscal yearTrack the trends in the rates and pool costsMake course corrections as required:If the rates aren't tracking to the budget, ask whyFix the errant cost or change the estimate in the budgetAdjust your target rates used for project managementIf the new target rates are materially different, submit a request for approval of revised ratesBill the rate differential in the next billing cycle after approval.Keep monitoring (rinse, repeat as necessary)This part of the cycle repeats during the year to keep the billing/target/pricing rates as close to actual as feasible. Rate variance can be a killer to profitability and in the next segment, we'll discuss how to keep it to a minimum.If you haven't already, catch up on part one of the series where we discuss why government contracting firms need indirect rates and where and when to start:Indirect Rates – More than Just a Math Exercise: Part One

The
The Smalls talks to govIRG!

The "SmallsCast" Podcast

Play Episode Listen Later Sep 6, 2021 48:19


Listen in as your hosts Just Nate and Dennis K talk to Kevin Hoskins and Michelle Martinez from Gov IRG. GovIRG = GOVERNMENT CONTRACT CONSULTANTS DCAA COMPLIANCE We prepare you for all of your government contract needs. KEVIN HOSKINS | SENIOR PARTNER Mr. Kevin Hoskins brings a vast area of expertise as a Principal Partner of govIRG. He has served in the government contract industry for over 30 years. Mr. Hoskins was the Controller and Chief Financial Officer at Starsys Research located in Boulder Colorado, from 1988 to 2006. He has provided consulting services to numerous small to medium-size companies in the government contracts industry for over 12 years. Mr. Hoskins is a financial management professional with a background in corporate accounting and finance, in both the private and public sectors. He is highly skilled in the development and implementation of profitable systems for government contractors. Mr. Hoskins possesses technical expertise with Unanet, Deltek GSC Premier and Costpoint, QuickBooks Pro, as well as implementation/operation of various other financial systems. Mr. Hoskins has significant experience in leadership, financial management, government and commercial contract management, strategic planning, operations, P&L management, budgeting-operation/capital cash management/control, forecasting, auditing, process improvement, mergers/acquisitions, financial reporting, accounting, polices/procedures, regulatory compliance and GAAP. CALL OUR EXPERTS TODAY (719) 465-7729 To find out more about govIRG, go to: https://govirg.com/ If you would like to find out more about their non profit check out https://govconalliance.com/ To find out more about The Smalls check us out on the web at: www.thesmalls.org --- Send in a voice message: https://anchor.fm/thesmalls/message Support this podcast: https://anchor.fm/thesmalls/support

Government Contractors - Best Practices to Guide You Forward.
Indirect Rates – More than Just a Math Exercise: Part One

Government Contractors - Best Practices to Guide You Forward.

Play Episode Listen Later Jul 21, 2021 9:53


Listen to Eric Poppe, Senior Manager in Cherry Bekaert's Government Contracting practice and Rich Wilkinson, Director of Product Marketing at Unanet discuss the importance of indirect rates. Indirect rates are more than just a math exercise. Having rates isn't the objective. It's having something you can use to figure out what your costs are. This is part one of a four-part series on indirect rates that Cherry Bekaert and Unanet will explore. In this episode we discuss:Why do government contracting firms need indirect rates?For pricing, estimating and forecastingFor managing project costs to the total cost lineIf the firm has cost-type contracts, for billing the costsIf the firm has T&M contracts with G&A applied to non-labor, for billing the non-labor costsIf the firm has fixed price contracts with potential for increase(s) in scope, for pricing/negotiating the modsWhere do you start?Well before the beginning of the fiscal year, prepare a budget for the coming yearDevelop indirect rates from that budgetSubmit the rates and support to your cognizant Administrative Contracting Officer (ACO) or the Defense Contract Audit Agency (DCAA)Once approved by the government, use the rates for managing projects and forecasting costs and revenue (internal) and for billing and pricing (external).But that's not the end. Developing rates and getting them approved is just the beginning of the cycle. In the next segment, we will discuss monitoring your rates during the year and what to do if your indirect rates aren't what you thought they would be.

Federal Publications Seminars Podcasts
FPS Podcast #15 : The GAUGE Report with CohnReznick

Federal Publications Seminars Podcasts

Play Episode Listen Later Mar 18, 2021 19:46


This special podcast discusses the 2021 GAUGE report compiled by Cohn Reznick in conjunction with Unanet.  This podcast reviews findings from 2020 and expectations for the 2021 report.  It is moderated by Dr Jerry McGinn from George Mason University.

Ba'r Poull
Ba'r Poull 08 (miz even 2019)

Ba'r Poull

Play Episode Listen Later Jun 2, 2019 57:33


Ba'r Poull 'zo un abadenn sonerezh skignet war LaRG' 89.2FM e Gwened (56) ha war lec'hienn ar radio www.larg.fr. Kinniget eo e brezhoneg gant Panda hag Ewen ha skignet e vez sadorn kentañ pep miz da 7e noz. Pajenn FB an abadenn : https://www.facebook.com/barpoull/ Ba'r Poull is a music radio show broacast in Gwened/Vannes (Brittany) and on our website www.larg.fr. The show is run by Panda & Ewen speaking breton. Follow us on FB : https://www.facebook.com/barpoull/ Ba'r Poull est une émission musicale diffusée sur LaRG' 89.2FM à Vannes (56) et sur le site www.larg.fr. L'émission est présentée en breton par Panda et Ewen et est diffusée chaque premier samedi du mois à 19h. La page FB de l'émission : https://www.facebook.com/barpoull/ > The Undertones – When Saturday Comes (live Vara Openair, Steenwijk, Izel-Vroioù – 28-07-1981) > Idles - Danny Nedelko (live 6 Music Festival, Bor-Saoz, 30-03-2019) > MGMT - Electric Feel (live Corona Festival, Mec’hiko, 18-11-2018) > Foo Fighters – My Hero (live Sydney, Aostralia – 24-03-2011) > LCD Soundsystem-Us v Them (live Lowlands Festival, Izel-Vroioù, 21-08-2016) > U2 – An Cat Dubh/Into the Heart (Live Colorado, Stadoù Unanet – 05-06-1983) > Alabama Shakes - Always Alright (live Metro Theatre, Sydney, Australia – 17-01-2013) > The rolling Stones – Stray Cat Blues (live Madison Square Garden, New York, Stadoù Unanet – 27-28-11-1969) > The Divine Comedy - No One Knows (Queens of the Stone Age cover) (live Glastonbury Festival, Bor-Saoz, 27-06-2004) Enjoy !

Ba'r Poull
Ba'r Poull 08 (miz even 2019)

Ba'r Poull

Play Episode Listen Later Jun 2, 2019 57:33


Ba'r Poull 'zo un abadenn sonerezh skignet war LaRG' 89.2FM e Gwened (56) ha war lec'hienn ar radio www.larg.fr. Kinniget eo e brezhoneg gant Panda hag Ewen ha skignet e vez sadorn kentañ pep miz da 7e noz. Pajenn FB an abadenn : https://www.facebook.com/barpoull/ Ba'r Poull is a music radio show broacast in Gwened/Vannes (Brittany) and on our website www.larg.fr. The show is run by Panda & Ewen speaking breton. Follow us on FB : https://www.facebook.com/barpoull/ Ba'r Poull est une émission musicale diffusée sur LaRG' 89.2FM à Vannes (56) et sur le site www.larg.fr. L'émission est présentée en breton par Panda et Ewen et est diffusée chaque premier samedi du mois à 19h. La page FB de l'émission : https://www.facebook.com/barpoull/ > The Undertones – When Saturday Comes (live Vara Openair, Steenwijk, Izel-Vroioù – 28-07-1981) > Idles - Danny Nedelko (live 6 Music Festival, Bor-Saoz, 30-03-2019) > MGMT - Electric Feel (live Corona Festival, Mec'hiko, 18-11-2018) > Foo Fighters – My Hero (live Sydney, Aostralia – 24-03-2011) > LCD Soundsystem-Us v Them (live Lowlands Festival, Izel-Vroioù, 21-08-2016) > U2 – An Cat Dubh/Into the Heart (Live Colorado, Stadoù Unanet – 05-06-1983) > Alabama Shakes - Always Alright (live Metro Theatre, Sydney, Australia – 17-01-2013) > The rolling Stones – Stray Cat Blues (live Madison Square Garden, New York, Stadoù Unanet – 27-28-11-1969) > The Divine Comedy - No One Knows (Queens of the Stone Age cover) (live Glastonbury Festival, Bor-Saoz, 27-06-2004) Enjoy !

Ba'r Poull
Ba'r Poull 08 (miz even 2019)

Ba'r Poull

Play Episode Listen Later Jun 2, 2019 57:33


Ba'r Poull 'zo un abadenn sonerezh skignet war LaRG' 89.2FM e Gwened (56) ha war lec'hienn ar radio www.larg.fr. Kinniget eo e brezhoneg gant Panda hag Ewen ha skignet e vez sadorn kentañ pep miz da 7e noz. Pajenn FB an abadenn : https://www.facebook.com/barpoull/ Ba'r Poull is a music radio show broacast in Gwened/Vannes (Brittany) and on our website www.larg.fr. The show is run by Panda & Ewen speaking breton. Follow us on FB : https://www.facebook.com/barpoull/ Ba'r Poull est une émission musicale diffusée sur LaRG' 89.2FM à Vannes (56) et sur le site www.larg.fr. L'émission est présentée en breton par Panda et Ewen et est diffusée chaque premier samedi du mois à 19h. La page FB de l'émission : https://www.facebook.com/barpoull/ > The Undertones – When Saturday Comes (live Vara Openair, Steenwijk, Izel-Vroioù – 28-07-1981) > Idles - Danny Nedelko (live 6 Music Festival, Bor-Saoz, 30-03-2019) > MGMT - Electric Feel (live Corona Festival, Mec’hiko, 18-11-2018) > Foo Fighters – My Hero (live Sydney, Aostralia – 24-03-2011) > LCD Soundsystem-Us v Them (live Lowlands Festival, Izel-Vroioù, 21-08-2016) > U2 – An Cat Dubh/Into the Heart (Live Colorado, Stadoù Unanet – 05-06-1983) > Alabama Shakes - Always Alright (live Metro Theatre, Sydney, Australia – 17-01-2013) > The rolling Stones – Stray Cat Blues (live Madison Square Garden, New York, Stadoù Unanet – 27-28-11-1969) > The Divine Comedy - No One Knows (Queens of the Stone Age cover) (live Glastonbury Festival, Bor-Saoz, 27-06-2004) Enjoy !

Growth Masters Federal: Thinking, Planning and Collaborating to Win Government Contracts
An Interview with Kim Koster, Unanet: The GAUGE Benchmarking Report

Growth Masters Federal: Thinking, Planning and Collaborating to Win Government Contracts

Play Episode Listen Later Sep 26, 2018 28:16


Shirley Collier (scollier@scale2Market.com), President of Scale2Market, LLC, interviews Kim Koster (KKoster@Unanet.com), Director of Product Marketing at Unanet on the annual federal contractors' GAUGE Benchmarking Report published by Unanet and CohnReznick. To learn more, visit our website or contact us at getinfo@scale2market.com.

Government Contracting Officer Podcast
066 What is an IDIQ Contract?

Government Contracting Officer Podcast

Play Episode Listen Later Feb 13, 2016 28:31


If you work in the Government acquisition world, this podcast is for you. This episode is brought to you by Unanet. Use Unanet for all Projects, People & Financials, or integrate seamlessly with other accounting and ERP systems. Unanet provides a ‘single source of truth’ and removes the barriers to sharing realtime information caused by using separate business systems. Visit unanet.compodcast to learn more. What does Indefinite Delivery Indefinite Quantity mean for my contract? Did I really win any work? Or for the Government, how much can I buy and for how long? Kevin and Paul explain what IDIQ means and discuss the benefits and pitfalls of this common contract type. Learn how to leverage IDIQ contracts to make acquisition easier for both Government and for Industry. You’ll also hear cautionary tales of how misunderstanding of IDIQ contracts can wreck your program or company.

Government Contracting Officer Podcast
065 Do I Need An Approved Accounting System?

Government Contracting Officer Podcast

Play Episode Listen Later Feb 7, 2016 24:37


If you work in the Government acquisition world, this podcast is for you. This episode is brought to you by Unanet. Unanet provides a ‘single source of truth’ and removes the barriers to sharing realtime information caused by using separate business systems. Use Unanet for all Projects, People & Financials, or integrate seamlessly with other accounting and ERP systems. Visit unanet.com/podcast to learn more. When do you need an “approved” accounting system? What does “approved” actually mean? Who approves it? What is the difference between adequate, acceptable, and approved accounting systems? Kevin and Paul answer these questions and discuss the reasons why the Government requires contractors to build rigor into cost accounting systems in order to accumulate and allocate different cost elements. Learn how the requirements for accounting systems (and other business systems) scale as the size and complexity of contracts grows. Visit unanet.com/podcast to learn more.

Government Contracting Officer Podcast
050 Teaming and Small Business Tools - w/Special Guest Garth Arevalo

Government Contracting Officer Podcast

Play Episode Listen Later Oct 24, 2015 24:08


Listen and Learn… This is Part 2 of Kevin’s interview with Garth Arevalo, CEO of Lukos, LLC. In Part 1 they discussed the perspectives they gained after moving from the Government Contracting Officer role to the industry side. This episode provides valuable insight into the small business teaming process as well as the importance of being proactive in developing a new business pipeline. Garth also discusses some of the growing pains (and costs) that Lukos has experienced as they’ve won new business, become familiar with DCAA system reviews, and transitioned from primarily being a subcontractor to bidding as the prime contractor. Special thanks to our episode sponsor, www.govbizconnect.com If you need help with the Government market, join the Skyway Connection Community and get access to one-on-one insights, time-saving tools, and contract-centric training resources that will make sure you’re ready to take advantage of opportunities each time they knock. The Skyway Connection© Community was created specifically to help small companies expand their knowledge and capabilities, and to increase their competitive position in federal government acquisitions. - Learn more at: https://skywayacquisition.com/connect Membership benefits include: Access to Skyway Insight© Webinars Unlimited access to The RFP Score™ Access to Ask a Contracting Officer Forum™ Priority Access to Skyway Team for Skyway Insight, capture, proposal support