Podcasts about Excel

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    Best podcasts about Excel

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    Latest podcast episodes about Excel

    Cloud Accounting Podcast
    $95 Million Missing—and Still a Clean Audit?

    Cloud Accounting Podcast

    Play Episode Listen Later Jan 5, 2026 69:43


    How does $95 million go missing at a bank—and still get a clean audit? Blake and David unpack the Evolve Bank/Synapse meltdown, what auditors missed, and how SOC reports fall short. Plus: the penny shortage pushing cash rounding at the register, the shocking stat that even 29% of partners don't know partner pay, and the case for semiannual reporting. Walk away with practical takeaways for clients, staff, and your own firm.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayChapters(00:44) - The Penny Shortage Crisis (03:52) - Evolve Bank's $95 Million Scandal (17:12) - Earmark CPE and Other Podcast Recommendations (22:00) - Partner Salaries and Compensation Transparency (28:27) - Data Breach at SAX Accounting Firm (33:28) - Semi-Annual Reporting Debate (36:25) - Debating Semi-Annual Reporting (37:38) - Quarterly Reporting Games (38:25) - LinkedIn Comment: The Case for Quarterly Reports (39:11) - The Value of Financial Statements (39:58) - Challenges in Modern Accounting (46:57) - 2026 Accounting Predictions (52:01) - AI's Impact on Bookkeeping (01:09:08) - Closing Thoughts and Farewell  Show NotesSquare Enables Penny Rounding https://squareup.com/us/en/press/penny-rounding CFPB Allocates $46 Million To Synapse/Evolve Victims In First-Ever Fintech Bailout https://fintechbusinessweekly.substack.com/p/cfpb-allocates-46-million-to-synapseevolve The 2025 Accounting Today Salary Survey https://www.accountingtoday.com/list/the-2025-accounting-today-salary-survey The Ultimate 2026 Accounting Salary Guide https://blog.workday.com/en-us/ultimate-2026-accounting-salary-guide.html Deloitte's CTO: companies are spending 93% on tech and only 7% on people and that has to change https://fortune.com/2025/12/15/deloitte-cto-bill-briggs-what-really-scares-ceos-about-ai-human-resources/ Accounting firm waited 18 months to announce breach https://cybernews.com/security/sax-data-breach-quarter-million-exposed/ Should Public Companies Move to Semi-Annual Reporting? https://www.cpajournal.com/2025/12/19/should-public-companies-move-to-semi-annual-reporting/ United States Mint Hosts Historic Ceremonial Strike for Final Production of the Circulating One-Cent Coin https://www.usmint.gov/news/press-releases/united-states-mint-hosts-historic-ceremonial-strike-for-final-production-of-the-circulating-one-cent-coinNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

    Walk Talks With Matt McMillen
    Top 5 Lies About Antinomianism (1-4-26)

    Walk Talks With Matt McMillen

    Play Episode Listen Later Jan 4, 2026 88:23


    Topics: Meaning of Antinomianism, New Covenant, Respecting the Law, Role of the Holy Spirit, Gentiles and the Law (Ephesians 2:12), Jesus Sent to Israel, Canaanite Woman Faith (Matthew 15), Old Covenant Audience, 613 Commandments not Just Ten, Born Under the Law (Galatians 4:4-5), Deuteronomy Warning (Deuteronomy 4:2), Blessings and Curses (Deuteronomy 8), End of the Law (Romans 10:4), Rightly Dividing Scripture, Led by the Spirit (Galatians 5:18), Grace not a License to Sin but the Power to Overcome Sin, Law Increases Sin (Romans 5:20), Not Under Law (Romans 6:14), Ministry of Death (2 Corinthians 3), Covetousness and Sin (Romans 7), Grace Teaches Holiness (Titus 2:11-12), Insulting Spirit of Grace (Hebrews 10), Strengthened by Grace (Hebrews 13:9), Excel in Grace (2 Corinthians 8:7), No Condemnation (Romans 8:1), Progressive Sanctification Myth, Commandments in the Law Cannot Perfect Anyone (Hebrews 10:1), Perfected for All Time (Hebrews 10:14), Washed and Sanctified (1 Corinthians 6:11), Law Through Moses (John 1:17), Commandments of Jesus (1 John 3:23), His Commandments are Not Burdensome (1 John 5:3), Transfiguration Meaning (Matthew 17), Strength of Sin (1 Corinthians 15:56), Free Grace is Not a Theology (Romans 11:6)Support the showSign up for Matt's free daily devotional! https://mattmcmillen.com/newsletter

    Casa Espírita Luiz Picelli - CELP
    FILOSOFIA ESPÍRITA - VOL. 3 - 28 - Descida e subida

    Casa Espírita Luiz Picelli - CELP

    Play Episode Listen Later Dec 31, 2025 14:39


    Eu sou Ludimeri Picelli, coordenadora da Casa Espírita Luiz Picelli, em Maringá-Paraná-Brasil e estou fazendo a leitura do livro FILOSOFIA ESPÍRITA, VOLUME 3,  ditado pelo espírito Miramez, ao médium João Nunes Maia, cujo livro traz reflexões elaboradas sobre a obra O livro dos Espíritos, de Allan Kardec.Este livro é de estudos e reflexões e por isto iremos lendo pergunta a pergunta de O Livro dos Espíritos, da Doutrina Espírita, codificada por Allan Kardec, para que possamos assimilar bem o seu conteúdo e estabelecermos a tal reforma de pensamento e comportamento, que Jesus espera de nós.Este é o segundo de uma série de vinte livros, em que Miramez comenta as perguntas de O Livro dos Espíritos, objetivando orientar-nos no estudo dessa obra ímpar, sem qualquer pretensão, a não ser fornecer subsídios para melhor entendê-la e trilhar com segurança o caminho da Luz.O que Miramez pretende não é decodificar O Livro dos Espíritos para nós leitores, mas apresentar-nos alguns pontos para nossa meditação, a respeito de cada pergunta, para que possamos entrar em sintonia com a bondade e a paz que são emitidas pelo Amor Maior.Nossos podcasts são leituras de livros e mensagens da doutrina espírita, que foram ditados pelos nobres espíritos de eskol e codificadas por Allan Kardec, bem como outras obras psicografadas por médiuns de renome, trazendo-nos uma doutrina reveladora e libertadora, para, assim, entender o Cristianismo Redivivo.- para nos ajudar, doe-nos um café, faça um pix caridadeamoreluz@gmail.com, ou pelo cnpj pix 37.965.614/0001-18, pois suas doações nos manterão no ar, e ajudarão nossas ações sociais, cursos, podcasts, com bastante elevação aos sentimentos daqueles que se aproximam de nós.- visite nosso site celp.org.br  - visite nossas redes sociais facebook e instagram, com o nome celppicelli e youtube celp-picelli- venha estudar em nossa escola: MAGNA - Centro de Excelência em Magnetismo e Apometria- venha somar conosco? Venha ser um caminheiro CELP-PICELLI

    HALO Talks
    Episode #581: Crossing the Tech Chasm-How Teambuildr Is Driving The Future Future of Coaching with Hewitt Tomlin

    HALO Talks

    Play Episode Listen Later Dec 30, 2025 24:40


    Welcome to HALO Talks! In this episode, host Pete Moore sits down with Hewitt Tomlin, the entrepreneur behind Teambuildr—a software platform that's changing the game on how strength coaches and personal trainers deliver programming. Starting with a simple idea in college, Hewitt has built Teambuildr into a leading solution for gyms, coaches, and athletes, empowering thousands with better tools for training and performance. Together, they dive into the rapidly-evolving landscape of fitness technology, discussing the rise of strength training in gyms, the impact of AI on coaching, and how fitness pros are adapting to new ways of working in a post-pandemic world. From leveraging digital apps for personalized programs to building strong trainer-client relationships, this candid conversation uncovers what it takes to stay innovative in the fast-paced HALO sector. Tomlin also shares his passion for expanding athletic training into new markets specifically golf—with his involvement in DRVN, a fitness app aimed at merging athleticism with golf performance.  Key themes discussed Evolution of Teambuildr and fitness technology. Adoption of AI by strength coaches and trainers. Changing trends in club equipment, focus on strength. Personal trainers utilizing digital tools and apps. Balancing innovation vs. refining existing product features. Retention vs. impact as a measure of success. Entrepreneurial mindset and self-defined business goals. A Few Key Takeaways:  1.Evolution of Teambuildr and Fitness Tech: Hewitt shared the journey of Teambuildr—from its origins as a simple workout distribution platform for college strength coaches to its role as a robust SaaS solution that now supports thousands, not only in team sports but also across private gyms and brick-and-mortar facilities. 2. AI's Role in Coaching: The conversation highlighted how fitness software is rapidly moving from basic digitization (getting off Excel) to integrating AI. Early adopters among coaches are using AI as a "co-pilot" to enhance programming and audit workouts, freeing up more time to apply their expertise where it matters most. 3. Changing Attitudes Toward Training Technology: Tomlin also talked about the shift in the industry: while trainers were once skeptical about templates and AI-generated programs, there's now a broader acceptance of tech-driven best practices. Still, personalization and expertise remain key, especially for more seasoned coaches. 4. The Personal Trainer's Balancing Act: Independence vs Community: Post-COVID, many trainers tried going independent, but Hewitt noted the challenges of customer acquisition and scaling. Bigger box clubs like Lifetime offer access to a steady stream of potential clients and a sense of community, making them an attractive option for many trainers seeking sustained growth. 5. Founder Perspective: Success Isn't Just About Growth: The episode also touched on how Hewitt's vision as a founder goes beyond revenue metrics and external pressures. He values building loyal, long-term customer relationships, personal impact, and conversations with trainers and mentors over chasing aggressive growth targets influenced by VC funding. Resources:  Hewitt Tomlin: https://www.linkedin.com/in/hewitttomlin   Teambuildr: https://www.teambuildr.com/   DRVN Golf App: https://www.drvngolf.com  Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com

    Corporate Strategy
    194. It could be worse

    Corporate Strategy

    Play Episode Listen Later Dec 30, 2025 47:40 Transcription Available


    We kick off with a playful threat to delete the archive and end up reaffirming why consistency, community, and humane work habits matter. Between holiday calendar chaos and culture clashes over PTO, we find wins in empowered teams, better tools, and a thriving Discord.• joking about nuking the archive to highlight creative burnout• whiplash from deletion talk to preserving episodes forever• holiday downtime realities and quiet office tactics• European PTO envy contrasted with U.S. grind culture• frustration with last‑minute meeting cancellations• calling out performative Slack activity around holidays• team empowerment as the manager's real job• replacing Excel with Jira to create clarity and intake systems• celebrating consistency, guest episodes, and community growth• being easy to work with as a core career advantage• historical perspective as a lens on modern labor normsJoin our Discord. It's in your show notes. You can also buy some swag from our shop. More importantly, share the pod with your friends, family, and coworkers. We would love you forever if you did so.Click/Tap HERE for everything Corporate StrategyElevator Music by Julian Avila Promoted by MrSnoozeDon't forget ⭐⭐⭐⭐⭐ it helps!

    Grandes aprendizajes
    Resumen libro: Millonario en un fin de semana - aprendizados accionables para validar, cobrar y crear inercia en 48 horas

    Grandes aprendizajes

    Play Episode Listen Later Dec 30, 2025 10:32 Transcription Available


    ¿De verdad puedes lanzar un negocio en 48 horas? Millonario en un fin de semana de Noah Kagan lo demuestra con un método brutalmente simple: valida cobrando, no preguntando. En un sprint de fin de semana defines una promesa clara, montas una página mínima con botón de pago y sales a tener diez conversaciones reales. Lo demás son mejoras sobre la marcha.El libro te entrena a enamorarte del problema, a priorizar distribución sobre perfección y a usar precios que comuniquen valor, mientras fortaleces la valentía con microretos como el “Reto del café”. Casos reales —un curso de Excel vendido en 48 horas, noches de tacos prepagadas, plantillas financieras por suscripción— prueban que cobrar primero y entregar después funciona. ¿La frase que más me marcó? “El mercado vota con su tarjeta, no con sus halagos.”Conviértete en un seguidor de este podcast: https://www.spreaker.com/podcast/grandes-aprendizajes--5720587/support.Newsletter Marketing Radical: https://marketingradical.substack.com/welcomeNewsletter Negocios con IA: https://negociosconia.substack.com/welcomeLibro "Libertad Financiera" Gratis: https://borjagiron.com/libertadMis Libros: https://borjagiron.com/librosSysteme Gratis: https://borjagiron.com/systemeSysteme 30% dto: https://borjagiron.com/systeme30Manychat Gratis: https://borjagiron.com/manychatMetricool 30 días Gratis Plan Premium (Usa cupón BORJA30): https://borjagiron.com/metricoolNoticias Redes Sociales: https://redessocialeshoy.comNoticias IA: https://inteligenciaartificialhoy.comClub: https://triunfers.comThis content is under Fair Use: Copyright Disclaimer Under Section 107 of the Copyright Act in 1976; Allowance is made for "Fair Use" for purposes such as criticism, comment, news reporting, teaching, scholarship and research. Fair Use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use. I do not own the original content. All rights and credit go to its rightful owners. No copyright infringement intended.

    Effekten: digitalisering - kunskap
    RegTech och framtidens bolagsstyrning – manuellt kaos till digital kontroll. Julia Haglind (# 238)

    Effekten: digitalisering - kunskap

    Play Episode Listen Later Dec 30, 2025 24:51


    Är du den ”företagsförälder” som ständigt jagar kollegor för underskrifter och uppdateringar av policys? Ser er bolagsstyrning ut som en härva av Word-dokument, Excel-filer och mailtrådar? Då är det dags att lära sig mer om RegTech. I det här avsnittet av Effekten gästas Jonas Jaani av Julia Haglind, VD på North House. Tillsammans dyker de ner i hur man går från tunga administrativa måsten till en modern, digital och affärsdrivande struktur. Många företag ser compliance och regelverk som en tråkig kostnadspost. Men i en värld där regelbördan ökar (särskilt inom EU) och marknaden kräver transparens, finns det stora affärsmöjligheter för de som har ordning på torpet. Julia förklarar hur RegTech (Regulatory Technology) fungerar som ett ”GPS-system för governance” – det hjälper dig inte bara att följa reglerna, utan att navigera snabbare och säkrare mot dina affärsmål. Vi diskuterar riskerna med manuella processer, hur man undviker ”GRC*-monster” (stora tröga system som ingen vill använda) och varför AI är fantastiskt men kanske inte ska skriva eller söka juridiska dokument helt på egen hand. *GRC Governance, Risk Management och Compliance (Styrning, Riskhantering och Efterlevnad) Ur innehållet: Vad är RegTech? En introduktion till tekniken som automatiserar och säkrar regelefterlevnad. Sluta jobba i Word och Excel: Varför manuella processer och ”mail-pingis” är en enorm riskfaktor för styrelser och ledningsgrupper. Affärsvärdet i ordning och reda: Hur god bolagsstyrning (Governance) går från att vara en kostnad till att bli en tillgång som ökar förtroendet hos investerare och kunder. AI inom compliance: Möjligheter och risker. Varför ”Chat with your data” är framtiden, men varför du inte ska låta en chattbot hallucnera fram era policies. Tips för att komma igång: Julias konkreta råd för att börja digitalisera – börja smått, identifiera smärtpunkter och välj moderna SaaS-lösningar framför gamla jättesystem. ”Många bolag lever ett undanskymt liv med sina styrdokument i en mapp någonstans. De beskriver ofta att de skäms över hur manuellt de jobbar.” – Julia Haglind Julia Haglind, Jonas Jaani (24:51) Videoversion av avsnittet: https://youtu.be/0lF_9WhXpHg Länkar / mer information: Om Julia HaglindJulia är grundare och VD för RegTech-bolaget North House samt styrelseledamot i Avanza Bank. Med över 25 års erfarenhet från finansbranschen, bland annat som VD för Nasdaq Clearing. Erfarenhet inom bolagsstyrning, riskhantering och teknisk innovation. Om North House North House erbjuder en modern SaaS-plattform som digitaliserar och effektiviserar hanteringen av styrdokument. Tjänsten samlar och strukturerar bolagets dokumentation på ett säkert sätt, vilket garanterar både spårbarhet och att rätt version alltid används. Genom att skapa en tydlig överblick och underlätta samarbete hjälper North House företag att minska risker, öka transparensen och säkerställa regelefterlevnad (compliance). Hemsida: northhouse.se Kom igång: Boka demo/Kontakt Insikter & kunskap: North House Blogg Alla avsnitt av digitaliseringens podcast Effekten Prenumerera: Apple Podcasts Spotify: https://open.spotify.com/show/5Z49zvPOisoSwhwojtUoCm Är du vår nästa gäst? Maila oss på info(a)effekten(punkt)se

    San Francisco Bible Church - Sunday Sermons

    Pastor Henry Tam. 1 Thessalonians 4:1-12

    Igreja Kyrios
    A excelência que Deus honra - Daniel 6:1-4

    Igreja Kyrios

    Play Episode Listen Later Dec 29, 2025 33:14


    @igrejakyrios | Igreja Evangélica Kyrios - Dezembro de + FestasCulto do dia 28.12.2025 - por  @Klauspiragine  Vivemos em um mundo que o tempo todo tenta nos comparar, nos classificar e nos empurrar para seguir o mesmo caminho que todo mundo segue. Nesta mensagem, aprendemos que o destaque não vem de fazer o que o mundo faz, mas de viver do jeito que Deus nos chama a viver.A partir da história de Daniel, que escolheu permanecer fiel mesmo em um ambiente difícil, entendemos que a excelência nasce das escolhas diárias, do caráter e da obediência a Deus. Mesmo quando parece que estamos ficando para trás, Deus vê cada atitude e, no tempo certo, é Ele quem traz a honra.Essa palavra nos encoraja a não desistir, a não parar por causa das críticas e a continuar fazendo o que Deus colocou em nossas mãos. Quem anda com Deus, mesmo em silêncio, será visto e honrado por Ele.Compartilhe essa palavra com alguém que precisa ser lembrado de que Deus vê, cuida e honra.Ouça nossas músicas autorais!Meu Lugar - https://youtu.be/htZ9wZZryaMMinha Adoração - https://youtu.be/6kQtwF0m67kSe conecte conosco!https://portal.igrejakyrios.com.br/fale-conosco/Inscreva-se no nosso canal: www.youtube.com/@igrejakyrios Nosso Site: http://www.igrejakyrios.com.brInstagram: https://www.instagram.com/igrejakyrios/

    Ide e Pregai
    Faca tudo com excelência

    Ide e Pregai

    Play Episode Listen Later Dec 29, 2025 10:25


    leitura e meditação de Colossenses 3:22-24, por Missionária Andréa Rodrigues

    Attenuation: A Beer Podcast
    Ep. 114 - The True Cost of Craft Beer

    Attenuation: A Beer Podcast

    Play Episode Listen Later Dec 28, 2025 84:32


    With the price of seemingly everything going up, it's easy to get lost in the cost of our hobby. In this episode, Jason uses his Excel expertise to breakdown those costs to help us truly decide where we should be spending our hard-earned dollars. Also, we catch up on multiple recent beer stories and experiences you won't want to miss!Beer Tastings:Jason - Mountains of Mosaic, Original Pattern Brewing, Oakland, CA. Style: Wet Hop IPAStephen - Fundamental Observation, Bottle Logic Brewing, Anaheim, CA. Style: BA Imperial Stout

    The CyberWire
    Excel-lerating cyberattacks. [Research Saturday]

    The CyberWire

    Play Episode Listen Later Dec 27, 2025 23:43


    While our team is out on winter break, please enjoy this episode of Research Saturday. This week, we are joined by ⁠Tom Hegel⁠, Principal Threat Researcher from ⁠SentinelLabs⁠ research team, to discuss their work on "Ghostwriter | New Campaign Targets Ukrainian Government and Belarusian Opposition." The latest Ghostwriter campaign, linked to Belarusian government espionage, is actively targeting Ukrainian military and government entities as well as Belarusian opposition activists using weaponized Excel documents. SentinelLabs identified new malware variants and tactics, including obfuscated VBA macros that deploy malware via DLL files, with payload delivery seemingly controlled based on a target's location and system profile. The campaign, which began preparation in mid-2024 and became active by late 2024, appears to be an evolution of previous Ghostwriter operations, combining disinformation with cyberattacks to further political and military objectives. The research can be found here: ⁠Ghostwriter | New Campaign Targets Ukrainian Government and Belarusian Opposition Learn more about your ad choices. Visit megaphone.fm/adchoices

    Research Saturday
    Excel-lerating cyberattacks.

    Research Saturday

    Play Episode Listen Later Dec 27, 2025 23:43


    While our team is out on winter break, please enjoy this episode of Research Saturday. This week, we are joined by ⁠Tom Hegel⁠, Principal Threat Researcher from ⁠SentinelLabs⁠ research team, to discuss their work on "Ghostwriter | New Campaign Targets Ukrainian Government and Belarusian Opposition." The latest Ghostwriter campaign, linked to Belarusian government espionage, is actively targeting Ukrainian military and government entities as well as Belarusian opposition activists using weaponized Excel documents. SentinelLabs identified new malware variants and tactics, including obfuscated VBA macros that deploy malware via DLL files, with payload delivery seemingly controlled based on a target's location and system profile. The campaign, which began preparation in mid-2024 and became active by late 2024, appears to be an evolution of previous Ghostwriter operations, combining disinformation with cyberattacks to further political and military objectives. The research can be found here: ⁠Ghostwriter | New Campaign Targets Ukrainian Government and Belarusian Opposition Learn more about your ad choices. Visit megaphone.fm/adchoices

    El Podcast de las Ventas
    #355 Cómo vender más y ganar calidad de vida - Episodio exclusivo para mecenas

    El Podcast de las Ventas

    Play Episode Listen Later Dec 26, 2025 15:53


    Agradece a este podcast tantas horas de entretenimiento y disfruta de episodios exclusivos como éste. ¡Apóyale en iVoox! Planificar bien no es solo llenar un Excel de tareas y objetivos comerciales. Si solo metes ventas en tu planificación, te estás quedando cojo. En este episodio descubrirás: Los tres pilares fundamentales para que tu planificación funcione: personal, comercial y estratégico Por qué sin salud, energía y entorno controlados no vas a vender bien (aunque te pongas el traje de vender) Cómo poner objetivos comerciales que tengan sentido y te den margen de maniobra para corregir Qué significa planificar estratégicamente y por qué no basta con improvisar El objetivo: vender más con más control y con menos desgaste. ¿Quieres ampliar tu cartera de clientes? Aquí tienes La Biblia de la prospección B2B: https://amzn.to/42UZWIl ¿Quieres un impulso diario para tus ventas? Cada mañana envío un correo con ideas prácticas, cercanas y listas para usar. https://eticacomercial.com/newsletter ¿Te apetece ir un paso más allá? Aumenta tus ventas con estrategia y ética. Descubre el curso Simplemente Vende: https://eticacomercial.com/simplemente-vende/Escucha este episodio completo y accede a todo el contenido exclusivo de El Podcast de las Ventas. Descubre antes que nadie los nuevos episodios, y participa en la comunidad exclusiva de oyentes en https://go.ivoox.com/sq/870099

    Ecomm Breakthrough
    Throwback: Build a Multi-Channel E-Commerce Empire beyond Amazon

    Ecomm Breakthrough

    Play Episode Listen Later Dec 25, 2025 16:50


    In this episode, host Josh interviews Steven Yates, CEO of Prime Guidance, about strategies for scaling e-commerce brands. Steve emphasizes optimizing Amazon listings and leveraging all available tools before expanding to other marketplaces like Walmart or eBay. He discusses the importance of having a direct-to-consumer website, maximizing Amazon advertising, and using analytics tools to track performance. Steve provides actionable advice on when and how to diversify sales channels, ensuring brands grow efficiently and profitably while building a strong foundation on Amazon first.Chapters:Introduction to Steven Yates and Prime Guidance (00:00:00)Josh introduces Steven Yates, his background, and expertise in retail management and e-commerce.When to Expand Beyond Amazon (00:00:48)Discussion on timing and considerations for expanding to other marketplaces like Walmart, eBay, Wayfair, and international markets.Sales Lift Estimates from Other Marketplaces (00:01:28)Steve provides rough estimates of sales lift from Walmart, eBay, and other channels compared to Amazon.Importance of Optimizing Amazon Before Expanding (00:01:39)Emphasis on being 80-90% optimized on Amazon before moving to other marketplaces.Choosing the Right Next Marketplace (00:03:32)Advice on analyzing where your customers are and not following a cookie-cutter approach to expansion.Launching a DTC E-commerce Website (00:04:04)Discussion on when and why to launch a direct-to-consumer website alongside Amazon.Benefits of Having a DTC Website (00:04:38)Steve explains the strategic advantages of having your own e-commerce site for brand building and customer retention.Capturing and Nurturing Website Visitors (00:05:46)Tactics for capturing emails and engaging visitors who land on your DTC website.Key Levers to Pull on Amazon (00:06:21)Josh asks for a list of actionable levers to increase sales and grow a brand on Amazon.Detailed Breakdown of Amazon Optimization Levers (00:06:33)Steve details optimization tactics: product pages, infographics, A+ content, pricing, assortment, advertising, and Amazon programs.Amazon Advertising and External Traffic Strategies (00:08:05)Discussion on types of Amazon ads, external traffic, and leveraging Amazon's Brand Referral Bonus.Utilizing Amazon Programs and Betas (00:09:11)Overview of Amazon programs like FBA Small and Lite, brand store, Amazon posts, and customer engagement emails.Order of Operations for Optimization and Traffic (00:10:31)Advice on optimizing for Amazon's algorithm and conversion before scaling advertising and traffic.Three Actionable Takeaways for Brands (00:11:21)Josh summarizes three key takeaways: maximize Amazon levers, focus on Amazon traffic, then expand to other channels.Tools for Tracking Amazon Metrics (00:13:40)Discussion on aggregating and analyzing Amazon data using third-party tools and Excel.Brand Analytics and Bonus Tool Recommendation (00:14:59)Steve recommends using Amazon Brand Analytics and nozzle.ai for tracking repeat purchases and customer lifetime value.Where to Learn More About Prime Guidance (00:16:21)Steve shares how listeners can contact or follow Prime Guidance for further help.Links and Mentions:Tools and Websites  Prime Guidance  Shopify WooCommerceAmazon Attribution Program  Amazon Posts  Helium 10Nozzle AI  Transcript:Josh 00:00:00  Today, I'm excited to introduce you to Steve Yates. He is the CEO and founder of Prime Guidance. Steve developed well-rounded expertise working for multi-billion dollar fortune 500 retailers such as Amazon, Dick's Sporting Goods and eBay enterprise prior to founding Prime guidance in all industry consulting. With 30 years experience in retail management and 23 years experience in e-commerce. Steve and his team provide companies with strategic advice and innovative solutions that are based on real life experience working for industry leading retailers. He helps companies grow faster, smarter and more profitably by providing advice, mentoring and coaching for today's busy executives. So welcome to the podcast, Steve.Steven 00:00:46  Thank you. Josh. Thanks for having me.Josh 00:00:48  One of the first questions I want to ask, just kind of selfishly for myself, because we're looking to expand onto different channels right now with our business. We've grown to eight figures just on Amazon alone. But we're we are looking to, you know, is it time to explore or double down more on Walmart eBay, Wayfair? Do we try to get into target? Do we go international right and start shipping stuff into Canada, Mexico, the UK, etc.? So my question to you here, Steve, is what kind of sales lift do you see from those different marketplaces? Right.Josh 00:01:28  Like what do you estimate as hey you go to Walmart it best case scenario, you're probably looking at a 10% lift eBay. Maybe it's a 2%, you know, so on and so forth.Steven 00:01:39  Yeah. So it's a very tricky question because I've seen it wildly different. So interesting. I had to if I had to, to put a rough assumption across a lot of different categories and product lines, I would say Walmart is the very next marketplace you're going to want to focus on outside of Amazon. And by the way, don't do it until you're what I like to say 80 to 90% optimized on Amazon. Don't spend your time on these smaller marketplaces, because that's oftentimes the shiny object that gets you in trouble when you're doing a whole bunch of different things, you're not doing any of them well. You've got to you've got to be really well positioned on Amazon. And when I say 80 to 90%, I don't mean of your total opportunity for growth. But if you've identified all these levers you need to pull on Amazon, you need to have a good storefront.Steven 00:02:26  You need to have A+ content. I need to have all of these different components pulled together. Do you feel good about how well optimized they are, and are they in place 80 to 90% of where they should be before you, you know, start migrating to another marketplace? Because if you don't, you're essentially lifting and shifting a catalog that's not optimized to another marketplace. And now all of your optimization efforts are going to be that much harder because you're doing full optimizations across a whole bunch of marketplaces. That's a that's always a risk. I would say Walmart is probably, in the number of 10 to 20% of the Amazon business, and eBay is probably the neighborhood of 10%, maybe 5 to 10% of the, of the Amazon business. but it really does differ quite a bit. I've seen some I've seen some people that actually sell more on Etsy than they do on Amazon because their product is sold out after on that website. I've seen people that do phenomenal on eBay, even though eBay is, you know, not not growing.Steven 00:03:32  It's. Yeah, it's it just so happens that their customers there and that's why I go goes back to, analyzing where your customers spend their time and money and make sure you're present there, do it in the right order. But ultimately make sure you're you're present there. And where you go next is not a cookie cutter answer just because everybody else goes to this next Walmart, you know, Walmart next or eBay after that or whatever, doesn't mean that's...

    乱翻书
    255.钉钉告别移动互联网

    乱翻书

    Play Episode Listen Later Dec 25, 2025 97:14


    Talkin2Todd
    Ep. 304 - Our Christmas Spectacular

    Talkin2Todd

    Play Episode Listen Later Dec 24, 2025 55:29


    Ep. 304, Recorded 12/24/2025. Shopping for terrible gifts. Close the lid. Lights out at Waymo. Raise the roof. Apple products are good. Tech corner comes in hot. Buick is still a thing. Big Scoop out of Cincy. Geeks finally Excel at something. Teapot Despot. Apple won't take my money. The snack bar is open!

    Checkpoint Chat
    Episode 281 - Game of the Year 2025

    Checkpoint Chat

    Play Episode Listen Later Dec 24, 2025 72:20


    It's that time again, and what a great gaming year it's been. What standouts have made the cut on Matty and Sandy's respective Top 5 lists, and which honorable mentions just didn't make it? Here's the best gaming experiences we fell in love with in 2025, which might influence what we see in the years to come.Follow Checkpoint Chat on...Twitter: https://twitter.com/CheckpointChat​​Facebook: https://www.facebook.com/CheckpointChatInstagram: https://www.instagram.com/checkpointchatBluesky: https://bsky.app/profile/checkpointchat.bsky.social Want to listen to more gaming goodness, on other platforms? Subscribe to the podcast on Apple, Google, Spotify, and more right here: https://podcasters.spotify.com/pod/show/checkpointchat-- SHOW NOTES --00:00:00​ - Excel sorcery00:06:17 - Matty's honourable mentions00:12:38​ - Sandy's honourable mention00:13:35​ - Sandy's #500:19:33​ - Matty's #500:23:15​ - Matty's #4 (Sandy's #3)00:33:03​ - Matty's #2 (Sandy's #4)00:41:15​ - Sandy's #1 (Matty's #3)00:51:18​ - Matty's #1 (Sandy's #2)01:07:55​ - THANK YOU!!!

    Firearms Radio Network (All Shows)
    Double Tap 441 – My Black Powder Friends

    Firearms Radio Network (All Shows)

    Play Episode Listen Later Dec 23, 2025


    Double Tap Episode 441 This episode of Double Tap is brought to you by: Blue Alpha, Midwest Industries, Gideon Optics, Primary Arms, Die Free Co., and Mitchell Defense   Welcome to Double Tap, episode 441! Your hosts tonight are Jeremy Pozderac, Aaron Krieger, Nick Lynch, and me Shawn Herrin, welcome to the show! Text Dear WLS or Reviews +1 743 500 2171 - Dear WLS ThreeRaccoons InnaTrenchCoat - What programs do Shawn, Nick and Savage use for 3D modeling? Are they subscription based or free? I would like to dive into 3D modeling but don't really want to pay a subscription. A one-time fee would be okay i suppose. Tuul Steele - "I was thinking Hard the other day about that long, cylindrical reciprocating part of an Assault Railer - 15 and it got me curious (bi-curious) about steel selection for a BCG. YES, I know all steel is not created equally Jeremy, but in the case of the BCG which does the cast recommend and which is just more expensive for no reason. Not talking coatings, although you can add that to the pot, I am mainly referring to the materials; Carpenter 158 aka "The Thing", 9310 aka "The Beverly Hills BCG", or S7 Tool Steel aka "The Audi Tool". Love the show and the cast. You guys are keeping me topside on long days. Keep up the good work. Also just buy Aaron a huffy with a baseball card in the spokes and call it a day. Toss in a bottle of Malort for the basket on the handle bars. #WLSisLife #shootstraight" Plow Guy Dave - What do you think will be the cool, new trend at SHOT Show this year? Do you think that there will be an influx of NFA stuff like SBR's, SBS's and suppressors since the One Big Beautiful Bill will be active? I know you guys don't go to SHOT anymore, but what would you like to see come out? John B - So I was listening to the AR-15 podcast and Dauly keeps saying you need to buy mags in “generational wealth” volume. What is it that you guys think is the appropriate number of mags to have for your rifle and pistol? Do I really need to have 10 mags minimum? Gus Gus - Hello people and Aaron, What one thing do you each think we do or use or teach in the firearms space that we will one day look back on and say “wow, I can't believe we let that happen” (besides letting Aaron speak). Could be anything from gear to training to lawfare practices. For myself, I think open emitter red dots on concealed carry guns will be looked at as weird and genX level fuddery and anyone who uses one will always feel like explaining it away like Jeremy does with iron sights. Thanks guys and Aaron Unfit for Human Consumption - What software would you recommend for tracking a gun collection? I have (only) a few dozen guns, and have been using "NMCollector" since about 2005, and it meets my needs. It is now $15/year which is very reasonable, and a "lifetime" activation is less than 85-bucks. A quick search on the interwebs for alternatives reveals "ArmoryBook" which is $200/yr for up to 50 records, and "GunTrack" which is $100/yr for up to 100 records; both are way over budget for my needs. Are there other softwares I'm not aware of that you'd recommend? I don't keep pictures generally, and all I really need to track is make, model, caliber, description, year & country of manufacture, source, cost, appraised value, etc for insurance records and for my wife to cash in on this "401(G)uns" fund when I'm gone (hopefully not for several decades). Or should I just create an Excel spreadsheet? Sunshine Shooter - Forced Reset triggers seem to be a commercially available thing now, but I'm having trouble keeping track of what is out there. What forced reset triggers/super safeties do you recommend I look into getting for a poor man's MP5 I'm planning on putting together? Matthew P - Just bought a 5 inch VFM-9 from Foxtrot Mike. What accessories would you add to this if you are going to keep it as a backpack gun? Suppressor? Flip up sights and/or red dot/prism? sling? anything else?   The winner of this week's swag pack is Gus Gus! To win your own, go to welikeshooting.com/dashboard and submit a question!   Gun Industry News Cops Pick New Echelon Guns Henderson PD picked Springfield Armory's Echelon 9mm pistols (full-size 4.5F and compact 4.0C) as new duty guns after tough tests. Special modular grips fit all hand sizes, ambidextrous controls, optics-ready, 20-round mags. Every officer passed quals first try—first time ever. Boosts gun community's cred for civilian carry. Available now. New S&W .360 Buckhammer Rifle Out Now Smith & Wesson Model 1854 lever-action rifle now in .360 Buckhammer caliber for straight-wall hunting states. Mixes classic lever feel with modern Picatinny rail, M-LOK slots, 20-inch barrel. Hits medium/large game with low recoil. MSRP $1399. Available now. POF-USA Wins Big Rifle Deal for Asia POF-USA wins contract to supply Renegade rifles in .300 Blackout with 8-inch barrels to Asian client. Special: E² dual-extraction, roller cam pin, heat sink nut for reliability and heat control in suppressed ops. Boosts POF's global sales. Not for civilian sale. Germany Picks CZ P-10 C as New Gun Germany's army picked the CZ P-10C OR FDE pistol as its new P13 service gun, replacing the old HK USP from 1994. It's a 9mm striker-fired model with 15-round mag, 4-inch barrel, 26 oz weight, optic-ready slide in flat dark earth finish—beats Glock and Arex in competition. Huge win boosts CZ's rep; big order expected from Czech plant. Not yet in production for delivery. Colt Wins M4A1 and Suppressor Deal Colt got a $12.93M contract for M4A1 carbines, suppressors, and flash hiders for Israel via US Foreign Military Sales. Special: Includes suppressors, now common for stealth. Boosts Colt's gun community rep as key military supplier. Product not available now. Ruger Wins Patent for Double Stack .22LR Magazines Ruger patented a double-stack .22LR magazine for 22/45 pistols. It uses single-feed that splits to two columns, rotating rims sideways to center bullets—special for rimfire without bulky design. Fits current frames as aftermarket, no background check needed. Boosts gun community with higher capacity. Broader for .22 WMR, .30-30, 7.62x54R. Not available yet. New HK VP9A1 X: Perfect Size and Power Heckler & Koch launched VP9A1 X pistol, blending compact 4-inch slide from K model with full-size F frame for 17-round capacity. Fills gap between compact and full-size with A1 upgrades like better grip and trigger. MSRP $1,049 or $1,399 optics-ready. Available now. Gun fans get factory crossover size matching original VP9 but improved.   Before we let you go - Join Gun Owners of America   Tell your friends about the show and get backstage access by joining the Gun Cult at theguncult.com.   No matter how tough your battle is today, we want you here fight with us tomorrow. Don't struggle in silence, you can contact the suicide prevention line by dialing 988 from your phone. Remember - Always prefer Dangerous Freedom over peaceful slavery. We'll see you next time!   Nick - @busbuiltsystems | Bus Built Systems Jeremy - @ret_actual | Rivers Edge Tactical Aaron - @machinegun_moses Savage - @savage1r Shawn - @dangerousfreedomyt | @camorado.cam | Camorado

    Weaver: Beyond the Numbers
    DTA: Excel Hell: When Fancy Tools Flop and Spreadsheets Survive

    Weaver: Beyond the Numbers

    Play Episode Listen Later Dec 23, 2025 6:20


    Weaver: Beyond the Numbers
    DTA: Excel Hell: When Fancy Tools Flop and Spreadsheets Survive

    Weaver: Beyond the Numbers

    Play Episode Listen Later Dec 23, 2025 6:20


    Hoy por Hoy
    La última y nos vamos | Un excel para saber con qué familia cenamos en Navidad

    Hoy por Hoy

    Play Episode Listen Later Dec 23, 2025 7:21


    El equipo explican cómo se dividen para las comidas navideñas: ¿viajes en avión? ¿un día con un lado de la familia, otro con otro? ¿un excel?

    Count Me In®
    Ep. 330: Draye Redfern - Commanding Success: Build Teams That Excel in Any Economic Crisis

    Count Me In®

    Play Episode Listen Later Dec 22, 2025 34:26 Transcription Available


    Get ready for a lively and insightful conversation on this episode of Count Me In! Host Adam Larson welcomes author, strategist, and founder of FractionalCMO.com and Redfern Media, Draye Redfern, as he shares his bold approach to staying resilient and thriving in uncertain times. Drawing on advice from his "Recession Survival Guide" and giving a sneak peek into his upcoming "Anchor Marketing" framework, Draye Redfern delivers practical strategies for teams and individuals who want to future-proof their businesses and careers. Whether you're running your own company or leading a department, you'll come away with ready-to-implement tips for attracting new leads, nurturing relationships, and building a solid foundation for growth—even during a downturn. Draye Redfern's real talk on marketing, team dynamics, and building lasting customer relationships will keep you hooked from start to finish. Tune in for high-energy ideas, personal stories, and a toolkit to help you turn challenges into your next big opportunity!

    Leading Conversations
    Conversation with Tyler Gorsline

    Leading Conversations

    Play Episode Listen Later Dec 22, 2025 26:15 Transcription Available


    Hurt and hope can live in the same room, and sometimes that room is a borrowed auditorium in the heart of Seattle's tech campus. We sit down with pastor and church planter Tyler Gorseland to trace a winding path from AA basements and a late-teen encounter with Jesus to launching A Seattle Church surrounded by Amazon, Apple, Meta, and Google Cloud. Tyler opens up about layoffs, the slow work of healing after the Mars Hill collapse, and why his community refused to sprint past grief to chase growth. The result is a church that learned to name pain, practice forgiveness, and become a harbor that sends.We get practical about “church hurt”—what it is, why it's inevitable in real community, and how forgiveness works not as a feeling but as obedience that sets us free. Tyler shares how planting in South Lake Union forced a rethink of ministry: embrace the churn, disciple deeply and quickly, and send people well. From a co-working space that functions like “church without Jesus” to a discipleship training approach built for a transient neighborhood, he walks through the choices that turned constant turnover into a mission advantage.Send us a textWe want to help you find your next steps in ministry.Connect here with EXCEL. Ministry Partner: Christian Community Credit Union

    Be In Demand
    BONUS: Shortcuts and Templates to Excel Your Business in 2026

    Be In Demand

    Play Episode Listen Later Dec 20, 2025 20:04


    Go shop the Shortcut Suites now.This is time sensitive and will only be live to get in until Jan-15-2026.AND all the shortcuts will be available until Feb-15th, so BOOKMARK the suite when you get inside.You can grab my Pitch Templates, which normal you have to pay for but inside the suite it's FREE.

    FP&A Tomorrow
    A Developer Toolkit for FP&A Professionals and Various Musings with Microsoft MVP Jordan Goldmeier

    FP&A Tomorrow

    Play Episode Listen Later Dec 18, 2025 62:24


    In this episode of FP&A Unlocked, host Paul Barnhurst welcomes back Jordan Goldmeier, Excel expert, author, and longtime friend of the show, for a wide-ranging and honest conversation about careers, technology, and growth. Jordan reflects on his unconventional career path, from auditing and operations research to becoming a Microsoft MVP, author, and entrepreneur. The discussion covers Excel's evolution, why many finance professionals underuse powerful tools, and Jordan's latest projects aimed at modernizing how power users work with spreadsheets.Jordan is an entrepreneur, event producer, author, and Microsoft Excel MVP based in the Lisbon Metropolitan Area. He is widely known for his work helping professionals master Excel, data analysis, and modern spreadsheet practices. Jordan has authored several well-known books, including Advanced Excel Essentials, Dashboards for Excel, and Becoming a Data Head. In addition to his work in Excel education, he produces global events that bring together leaders across finance, technology, and entrepreneurship.Expect to Learn:How Jordan's career twists shaped his approach to Excel, data, and problem-solvingWhy most professionals only scratch the surface of Excel's capabilitiesJordan's perspective on why VBA is outdated and what could replace itWhy vertical learning beats beginner–intermediate–advanced training pathsHere are a few quotes from the episode:“Excel isn't dead, but the way we develop in it needs to change.” – Jordan Goldmeier“You don't become great by learning everything. You become great by going deep where it matters.” – Jordan GoldmeierJordan also shares the story behind his latest project: a developer-style environment designed to help Excel power users work faster, cleaner, and more confidently, without relying on outdated tools like VBA. He explains why Excel should be treated as part of a broader finance tech stack and how modern coding concepts could dramatically improve spreadsheet workflows. Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow JordanLinkedIn - https://www.linkedin.com/in/jordangoldmeier/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:15] – Jordan's Career Journey[08:30] – Setbacks, Resets, and Growth[15:00] – Writing Books on Excel[25:59] – How Excel Is Really Used[29:12] – Why VBA Is Outdated[33:54] – Building Better Tools for Excel[42:25] – Advice for FP&A Professionals[47:16] – Creating Your Own Network[52:12] – Rapid-Fire & Final Thoughts

    Antreprenori care Inspira cu Florin Rosoga
    Despre mobilitate și optimizarea costurilor companiilor

    Antreprenori care Inspira cu Florin Rosoga

    Play Episode Listen Later Dec 18, 2025 28:23


    Există domenii în care schimbarea se vede treptat, aproape imperceptibil. Și există domenii în care realitatea se transformă în timp real, sub ochii noștri. Mobilitatea face parte din a doua categorie. Firmele care folosesc zeci sau sute de vehicule nu mai pot funcționa doar pe intuiție sau pe obiceiurile trecutului. Aici intervine munca unor oameni care privesc funcționarea unei companii nu doar ca pe o operațiune logistică, ci ca pe un organism viu, cu nevoi, fluxuri și responsabilități.Valentin Vasiliță este unul dintre acești oameni. Conduce digitalizarea activităților DKV Mobility în România și lucrează cu companii care vor să își administreze flotele într-un mod mai așezat. Vorbim despre un sector care, deși pare tehnic la exterior, atinge fiecare bucată din viața unei companii: de la costuri, la modul în care lucrează echipele, până la felul în care sunt planificate resursele. Valentin vede aceste piese și încearcă să le pună într-o formă care să aibă sens pentru manageri și pentru șoferi.Principalele lucruri discutate:00:00 Introducere: de ce mobilitatea se schimbă rapid02:53 Parcursul lui Valentin04:54 De ce digitalizarea devine o prioritate pentru companii07:40 Ce înseamnă, concret, digitalizarea unei flote08:50 Vizibilitate, control și date centralizate11:12 Provocările reale în adoptarea soluțiilor digitale14:24 De ce renunțarea la Excel este un pas greu15:23 Sisteme esențiale: FMS, telematică și aplicații mobile18:44 Cum ajută digitalizarea la reducerea costurilor21:24 Datele din sistem și deciziile de business24:08 Cum se transformă datele în optimizare reală26:39 Cel mai important sfat pentru companii la început27:54 Concluzii și gânduri finale

    Earmark Accounting Podcast | Earn Free CPE
    Excel and AI: Code Your Way to Hours Back Every Week

    Earmark Accounting Podcast | Earn Free CPE

    Play Episode Listen Later Dec 17, 2025 59:56


    You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, organize GL data, and reconcile transactions with simple AI prompts while keeping data secure. You'll get three ready-to-use scripts plus a framework to automate countless tasks and reclaim hours weekly.(Originally recorded on October 20, 2025, on Earmark Webinars+)Chapters(02:18) - Meet Kyle Ashcraft and His AI Journey (02:31) - The Importance of AI in Accounting (03:30) - Kyle's Background and CPA Review (04:38) - Live Webinar and Audience Interaction (05:12) - Kyle's AI Projects and Cursor Introduction (07:39) - Data Privacy Concerns with AI (17:18) - Practical AI in Excel: Examples and Demonstration (20:03) - Getting Started with Cursor (23:55) - First Cursor Project: Cleaning Up Excel Data (31:38) - Jumping into Financial Document Verification (32:50) - Exploring Cursor's Privacy Settings (33:48) - Understanding Data Retention Policies (36:23) - Comparing Excel Files with Cursor (36:48) - Analyzing Complex GL Details (42:22) - Using Cursor for Recurring Accounting Tasks (49:20) - Leveraging AI for Audit and Analysis (50:53) - Practical Tips for Implementing Cursor (53:56) - Q&A: Advanced Cursor Features (59:04) - Conclusion and Next Steps Earn CPE for this episode: https://www.earmark.app/c/2854Sign 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.appResourcesIntro to Cursor PDF Guide - https://mcusercontent.com/02dbcae4a3e3f15021db25a0c/files/deff5647-e0a3-51d7-4225-cf8b3a48532d/Cursor_AI_Quick_Guide.pdfWebinar presentation - https://ai.maxwellstudy.com/Connect with Our Guest, Kyle Ashcraft, CPALinkedIn: https://www.linkedin.com/in/kyle-ashcraft-cpa-7638a42aLearn more about Maxwell CPA Reviewhttps://maxwellcpareview.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    Fluent Fiction - Norwegian
    From Job Interview Fiasco to Heartwarming First Date

    Fluent Fiction - Norwegian

    Play Episode Listen Later Dec 17, 2025 17:33 Transcription Available


    Fluent Fiction - Norwegian: From Job Interview Fiasco to Heartwarming First Date Find the full episode transcript, vocabulary words, and more:fluentfiction.com/no/episode/2025-12-17-08-38-20-no Story Transcript:No: Det var en kald desemberdag, da snøfnugg begynte å danse utenfor kafévinduene i Bergen.En: It was a cold December day when snowflakes began to dance outside the café windows in Bergen.No: Den lille kaféen i Torget var pyntet med julelys og granbar, og duften av nystekte kanelboller fylte rommet.En: The little café in Torget was decorated with Christmas lights and pine branches, and the scent of freshly baked cinnamon rolls filled the room.No: Sindre satt nervøst ved et bord ved vinduet, iført en nypresset dress og slips.En: Sindre sat nervously at a table by the window, dressed in a freshly pressed suit and tie.No: Han kastet et blikk på klokken og justerte på et slips som allerede var rett.En: He glanced at the clock and adjusted a tie that was already straight.No: Kari hadde akkurat kommet inn i kaféen, iført en tykk, rød genser med en julekatt på.En: Kari had just entered the café, wearing a thick, red sweater with a Christmas cat on it.No: Hun så med et varmt smil på Sindre, som hadde reist seg litt for å hilse henne med et fast håndtrykk.En: She looked at Sindre with a warm smile, who had stood up slightly to greet her with a firm handshake.No: Kari lo lavt og ga ham en klem i stedet.En: Kari laughed softly and gave him a hug instead.No: "Hei! Så hyggelig å møte deg, Sindre," sa hun muntert mens hun satte seg ned.En: "Hi! So nice to meet you, Sindre," she said cheerfully as she sat down.No: Sindre smilte stivt. "Ja, det er hyggelig å møte deg også, Kari. Jeg er veldig spent."En: Sindre smiled stiffly. "Yes, it's nice to meet you too, Kari. I'm very excited."No: Kari la merke til at han virket mer anspent enn hun hadde forventet, men hun la det til side mens de bestilte kakao og kaffe.En: Kari noticed that he seemed more tense than she had expected, but she pushed it aside as they ordered cocoa and coffee.No: Snøen falt stille utenfor vinduet, og selv om innetemperaturen var behagelig, følte Sindre seg veldig varm.En: The snow fell quietly outside the window, and although the indoor temperature was comfortable, Sindre felt very warm.No: "Så, Sindre, hva liker du å gjøre i fritiden?" spurte Kari avslappet og kikket over koppen sin.En: "So, Sindre, what do you like to do in your free time?" asked Kari relaxedly, peering over her cup.No: Sindre rettet seg opp i stolen. "Jeg er veldig dedikert til å utvikle mine ferdigheter. Jeg jobber godt i team og har stor kapasitet til å takle utfordringer under press."En: Sindre straightened up in his chair. "I am very dedicated to developing my skills. I work well in a team and have a great capacity to handle challenges under pressure."No: Kari lo igjen, men stoppet da hun så det alvorlige uttrykket i ansiktet hans. "Eh... det er flott at du er så fokusert. Men hva med hobbyer? Noe du liker å gjøre for moro skyld?"En: Kari laughed again but stopped when she saw the serious expression on his face. "Eh... it's great that you're so focused. But what about hobbies? Something you like to do for fun?"No: Sindre blunket raskt, litt forvirret. Skulle han ikke diskutere sine kvalifikasjoner? "Jo, jeg liker... å lage presentasjoner og jobbe med excel," svarte han og hørtes litt stolt ut.En: Sindre blinked quickly, a bit confused. Was he not supposed to discuss his qualifications? "Well, I like... making presentations and working with Excel," he replied, sounding a bit proud.No: Det ble stille et øyeblikk, og Kari trengte et par sekunder på å forstå hva som skjedde.En: There was a moment of silence, and Kari needed a couple of seconds to understand what was happening.No: Hun måtte være rettferdig - det virket som en stor misforståelse. "Unnskyld, men tror du dette er noe annet enn det er?"En: She had to be fair—it seemed like a big misunderstanding. "Sorry, but do you think this is something other than what it is?"No: Sindre rødmet dypt. "Er dette ikke et jobbintervju?" spurte han nølende.En: Sindre blushed deeply. "Is this not a job interview?" he asked hesitantly.No: Kari klappet ham vennlig på hånden og smilte beroligende.En: Kari patted his hand kindly and smiled reassuringly.No: "Nei, dette er vår første date! Men jeg setter pris på all informasjon om dine kvaliteter, faktisk."En: "No, this is our first date! But I do appreciate all the information about your qualities, actually."No: Den plutselige realiseringen fikk Sindre til å le av lettelse. "Oi, jeg forstår nå. Jeg er virkelig lei for det. Jeg var så nervøs." Han strakte seg over bordet og sa oppriktig, "La oss begynne på nytt?"En: The sudden realization made Sindre laugh with relief. "Oh, I get it now. I'm really sorry about that. I was so nervous." He reached across the table and said sincerely, "Shall we start over?"No: Stemningen lettet betraktelig da de begge lo av det lille dramaet.En: The atmosphere lightened considerably as they both laughed at the little drama.No: Samtalen fløt naturlig, og begge oppdaget felles interesser; teater, fjellturer og en felles forkjærlighet for pepperkaker.En: The conversation flowed naturally, and they both discovered shared interests: theater, mountain hikes, and a mutual fondness for gingerbread cookies.No: Da de sa farvel ved døra, med vinden som bøyde trærne forsiktig, bestemte de seg for å møtes igjen.En: As they said goodbye at the door, with the wind gently bending the trees, they decided to meet again.No: Kanskje på Bryggen, eller ta en tur på Fløyen.En: Maybe at Bryggen, or take a trip to Fløyen.No: Varmen fra kaféen hadde fulgt dem ut i kulden.En: The warmth from the café had followed them out into the cold.No: Sindre lærte å finne humor i kaoset, mens Kari innså kraften i å møte små pinlige øyeblikk med et smil.En: Sindre learned to find humor in chaos, while Kari realized the power of facing small embarrassing moments with a smile.No: Med en ny dato på kalenderen, gikk de hver sin vei, men begge med et lett hjerte.En: With a new date on the calendar, they went their separate ways but both with a light heart.No: Det var, tross alt, juletid - en tid for å skape varme forbindelser.En: After all, it was Christmas time—a time to create warm connections. Vocabulary Words:snowflakes: snøfnuggcinnamon: kanelnervously: nervøstfreshly pressed: nypressetglanced: kastet et blikkadjusted: justertefirm handshake: fast håndtrykkhug: klemwarm smile: varmt smilserious expression: alvorlige uttrykketconfused: forvirretblushed: rødmethesitantly: nølendereassuringly: beroligendenew date: ny datoflowed naturally: fløt naturligfondness: forkjærlighetbending: bøyderealization: forståelserelief: lettelsemutual: fellesmisunderstanding: misforståelsededicated: dedikertcapacity: kapasitetchallenges: utfordringerhikes: fjellturerqualities: kvaliteterembarrassing: pinligeappreciate: sette pris påconnections: forbindelser

    Silent Sales Machine Radio
    #1102: Coaching student has 45,000+ ASIN machine selling in the U.S. living in Germany!

    Silent Sales Machine Radio

    Play Episode Listen Later Dec 16, 2025 39:08


    You meet people who want freedom. Then you meet someone who refuses a boss so much he reverse-engineers his whole life. After Derek left the Army, he started Amazon FBA with nothing but podcasts, stubborn grit, and a few painful months of trying to "make a penny per ASIN."   In this talk, we walk you through his jump from Excel chaos to 45,460 ASINs stored, his real replens, and a system that runs while he sleeps. You'll hear how he fights through IP blocks, bad prep centers, order cancellations, and the mental weight of slow progress.   If you ever wondered what happens when someone treats sourcing like a gym routine, delayed gratification like a religion, and three in the morning like normal business hours, this one shows you.   Special guest at the conclusion of today's show, Jeff Schick of JeffSchick.com answers the question: "What's an Amazon CSM review and is it a big deal?" Use coupon code "MISTAKE" to get your first month of services for only $1 with Jeff and his team!   Watch this episode on our YouTube channel here: https://youtu.be/Sdqq6GfTcxI   Show note LINKS: SilentSalesMachine.com - Text the word "free" to 507-800-0090 to get a free copy of Jim's latest book in audio about building multiple income streams online (US only) or visit https://silentjim.com/free11   SilentJim.com/bookacall - Schedule a FREE, customized and insightful consultation with my team or me (Jim) to discuss your e-commerce goals and options.   My Silent Team Facebook group. 100% FREE! https://www.facebook.com/groups/mysilentteam - Join 82,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world!   ProvenAmazonCourse.com - The comprehensive course that contains ALL our Amazon training modules, recorded events and a steady stream of latest cutting edge training including of course the most popular starting point, the REPLENS selling model. The PAC is updated free for life!   SilentJim.com/kickstart - If you want a shortcut to learning all you need to get started then get the Proven Amazon Course and go through Kickstart.   SilentJim.com/thesystem  - (aka as 3P Mercury) - The complete workflow software we created on our team. "The System" automates your Amazon reselling/wholesale business the same way Khang (the creator) automated his $3million reselling business and made it HANDS FREE!                 ---

    Wall Street Oasis
    From Italy to Saudi Arabia: Claudio's Global Finance Journey & Lessons in Mentorship

    Wall Street Oasis

    Play Episode Listen Later Dec 16, 2025 45:40


    #MentorshipPodcast #FinanceCareer #ConsultingJourney #BCG #Vision2030 #CareerGrowth #InternationalBusiness #leadershiplessons Claudio shares his incredible global journey — from starting in European finance and insurance, to working on Vision 2030 transformation projects in Saudi Arabia, and later joining BCG in management consulting. His story is a masterclass in adaptability, mentorship, and lifelong learning across borders.

    The Marketing Movement | Ignite Your B2B Growth
    Integrating AI into your workflow - without the hype!!

    The Marketing Movement | Ignite Your B2B Growth

    Play Episode Listen Later Dec 16, 2025 62:10


    Topics CoveredAI efficiency vs. AI opportunity in modern B2B orgsUse cases across Claude, Gemini, Copilot, and ChatGPTClaude for Excel outperforming native pluginsAI-powered brand visibility audits (AIO, GEO)Building MVPs from product demos using GeminiAutomating reporting and funnel analysis with ChatGPT & GeminiCustom GPTs for keyword analysis and lead quality reviewsAI system design in regulated or high-security environmentsFramework-based AI prompting for repeatable resultsTesting rigor and prompt engineering for trustable AI outputQuestions This Video Helps AnswerHow can B2B marketing teams use AI to save time and create net-new strategic opportunities?What LLM (Claude, ChatGPT, Gemini, Copilot) is best for specific tasks like Excel, brand analysis, or creative reviews?How do I know if AI-generated reporting is accurate enough to trust?What's a good prompt structure to consistently get usable output from ChatGPT or Gemini?How can I explain AIO (AI Optimization) visibility and results to executives?Jobs, Roles, and Responsibilities MentionedMarketing teamsSales teamsFinance and accounting departmentsHR and admin functionsDemand gen strategistsOperations and supply chain leadersAI consultants and systems integratorsCreative and copywriting leadsIT and cybersecurity teamsExecutive and portfolio leadershipKey TakeawaysAI tools should be evaluated by outcome, not branding—Claude may outperform Copilot in Excel.Reframing workflows to be AI-native rather than AI-assisted unlocks transformational gains.Demand marketers can use LLMs to streamline reporting, extract funnel insights, and improve creative alignment.Framework-driven prompting (like SPEC) helps generate consistent, high-trust outputs.Custom AI workflows (e.g., for lead scoring, brand checks) can scale across clients and teams without deep coding.Generative AI is a tool for internal enablement, not just public content.

    The CFO Show
    Beyond the Close: How Financial Consolidation Creates Strategic Advantage

    The CFO Show

    Play Episode Listen Later Dec 16, 2025 27:59


    Financial consolidation has long been treated as a “back-office necessity,” but in today's complex, data-dense businesses, it's becoming a strategic engine. Craig Schiff, Founder and CEO of BPM Partners joins Melissa to unpack the evolution of consolidation, why it's resurging in importance, and how AI is reshaping both FP&A and controllership. Craig shares what companies are getting wrong, why consolidation and planning belong together and the trends he's seeing as organizations move from legacy systems, Excel-heavy processes and fragmented tools toward unified performance management. He also explains the critical connection between actuals, planning accuracy and strategic speed, and why more CFOs now lead with consolidation at the center of their data strategy. Discussed in This Episode:  Critical features of modern financial close and consolidation software Building a unified finance tech stack AI in performance management: What CFOs need to know The future of close and consolidationFor CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

    NonMembers Only
    #219 - Challenged by a Reality Star, $10,000 Card, & Excel Esports Championship

    NonMembers Only

    Play Episode Listen Later Dec 15, 2025 58:58


    Happy National Regifting Day! We debate whether this holiday is actually placed correctly on the calendar while Mike battles a post Flyers game sickness with some "Immunity Boost" tea. We get a quick update on Dan, who has seemingly cured his post marathon injuries through fasting and is already planning to run Philly again. Mike recaps his very first hockey game experience, he also dives into the high stakes world of sports card collecting.Things get weird when Erin reveals she has been publicly challenged to a race by Summer House star Craig Conover via Instagram. We discuss the diabolical terms of this "6k" challenge and brainstorm ways to make his travel to Pennsylvania as difficult as possible. We also check in on our favorite "fake" podcaster who is somehow charting on Apple with suspicious numbers and discover the electric world of Microsoft Excel Esports, where spreadsheet experts get intro entrances like pro wrestlers. In sports news, we clarify the misleading headlines about the "trailer park" athlete village for the Winter Olympics. Finally, "Tea Time" covers a controversial Turkey Trot prank that left a new girlfriend in tears , and we end with a wholesome clip of a coach's son dancing in the locker room.

    Cloud Accounting Podcast
    The IRS Agents Who Will Watch OnlyFans At Work

    Cloud Accounting Podcast

    Play Episode Listen Later Dec 15, 2025 59:36


    Will IRS agents have to watch OnlyFans to police the new “no tax on tips” deduction? Blake and David unpack the wild twist: a study showing that women-led audit teams deliver higher-quality work at lower fees, and why AI could finally kill the billable hour. They hit PCAOB's AI/PE crackdown, KPMG's AI exam cheating, AI‑written financial reports, Meta's off‑balance‑sheet data center, the IRS Math Act, and new child investment accounts. Walk away with policy context and practical tech takeaways.SponsorsOnPay - http://accountingpodcast.promo/onpayACFE - http://accountingpodcast.promo/acfe Cloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:15) - New Tax Deduction for Digital Content Creators (02:27) - IRS Agents and OnlyFans Content (04:39) - IRS Telework Policy Changes (06:15) - Earmark CPE and Listener Interaction (09:25) - President's Statement on Federal Income Tax (13:15) - IRS Math Act and Senator Justice's Tax Issues (16:03) - Trump Accounts and PCAOB Scrutiny on AI (24:20) - Audit Quality and Gender Diversity (28:30) - KPMG AI Cheating Scandal (30:51) - AI's Impact on Time Savings in Various Industries (32:56) - The Role of AI in Accounting and Its Limitations (34:26) - AI in Financial Reporting and Business Processes (36:44) - The Decline of the Billable Hour Due to AI (47:01) - Meta's Controversial Accounting Practices (50:56) - Pilot's New Partner Program for Accountants (58:58) - Conclusion and Final Thoughts  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

    Mums On Cloud Nine
    Financial Planning – AI Productivity Hacks for Budgeting and Money Management

    Mums On Cloud Nine

    Play Episode Listen Later Dec 15, 2025 18:15


    This week on Mums on Cloud Nine, hosts Heather Black, Kelly-Jace Halls, and Lyn Constantine dive deep into the world of AI productivity hacks for budget planning and finances. As part of our 90 day series on AI, we're exploring how everyday mums can use simple AI tools to save time, lower stress, and take control of their finances. From finding bargain deals online, to streamlining mortgage repayments and bringing financial clarity into family life, our hosts share honest stories, practical tips, and tried-and-tested tricks from their personal experiences. Whether you're a spreadsheet lover, a savvy deal-hunter, or simply looking for ways to overcome money anxiety, this episode has got you covered. We discuss top financial apps like Snoop, Cleo, Plum and Emma, and show how they can help couples and families manage money together. Plus, find out why engaging with AI isn't just about saving cash and time—it's about building confidence, relationships and new career skills for the future. Join us to get inspired and empowered to make smarter financial decisions with the help of AI! Key Points in this Episode: Discover AI hacks that can save you up to 3 hours a week on financial planning and budgeting How to use ChatGPT to find discount codes, the best deals and smarter mortgage repayment plans Making spreadsheets smarter: bridging Excel with AI for financial accuracy Must-try financial apps: Snoop, Cleo, Plum, and Emma (https://emma-app.com/) How AI is supporting couples to manage joint finances and reduce money-related stress Tips for overcoming money anxiety and fear with gentle accountability from finance apps Teaching children about budgeting, saving and the value of money with fun AI tools The importance of developing AI skills for family life and future career opportunities Websites & Apps Mentioned: Emma: https://emma-app.com/ Cleo: https://web.meetcleo.com/ Plum: https://withplum.com/ Snoop: https://snoop.app/ ChatGPT: https://chatgpt.com/  Listen now to start your journey to financial freedom, supported every step of the way by your Mums on Cloud Nine community! Subscribe and connect with us for weekly mindset tips, practical hacks and empowering stories. Let's build a brighter future together. If you enjoyed this episode, please leave a review and share with any mums who want to feel stronger, clearer and more confident about their money and career!

    This Week in NoCode
    Bootstrapping an AI Startup to $1M ARR: Formula Bot's Story

    This Week in NoCode

    Play Episode Listen Later Dec 14, 2025 28:45


    In this hands-on labs episode of This Week in NoCode + AI, JJ sits down with David, CEO and solo founder of Formula Bot, for a practical, live walkthrough of how AI is changing the way teams analyze data.If you want to learn by doing, this episode is for you. JJ and David dive directly into the Formula Bot platform, connect real data sources, and show how AI can act as a true data analyst — answering questions, generating reports, and uncovering insights without complex dashboards or manual spreadsheet work.You'll see how Formula Bot evolved from a simple Excel formula generator into a full AI-powered data analysis platform that integrates with tools like Google Analytics, data warehouses, and more. David walks through key features including data connectors, automated reporting, web scraping, and enrichment — all designed to help teams move faster from raw data to decisions.David also shares his journey bootstrapping Formula Bot to over $1M in revenue as a solo founder, what he learned along the way, and how he thinks about AI competing with (and complementing) tools like ChatGPT.Whether you're in finance, accounting, marketing, or running a small business, this episode shows exactly how AI can simplify data analysis and unlock insights you may be missing today.Links & Resources

    PPC Den: Amazon PPC Advertising Mastery
    Advanced Amazon PPC Bid Optimization

    PPC Den: Amazon PPC Advertising Mastery

    Play Episode Listen Later Dec 12, 2025 37:50


    This episode is all about one of the smartest Amazon PPC bidding systems you'll ever come across. Priscilla, our guest, has spent years building her own custom bidding logic — not using software, but by creating a super detailed, data-heavy Excel system that she keeps improving over time. She breaks keywords into different behavior groups, figures out how many clicks each match type really needs to get a sale, checks organic rank, placements, inventory signals, and basically connects all those data points to decide exactly how every bid should move. What's cool is that she didn't learn this from any tool — she built it herself after studying a giant Excel file a VA once gave her. If you want to hear how someone can take PPC bidding way deeper than “raise bid, lower bid,” this episode is a super interesting look into how Priscilla thinks and why her approach works so well.We'll see you in The PPC Den!

    Tech Driven Business
    Inside Insights: SAP's Enterprise-First Approach to AI with Andrea Haupfear

    Tech Driven Business

    Play Episode Listen Later Dec 12, 2025 26:51


    Dive into what's next for enterprise AI in the latest episode of Tech-Driven Business. Mustansir Saifuddin welcomes SAP expert Andrea Haupfear for an in-depth conversation on how SAP is helping organizations turn AI from hype into measurable business value. If you're navigating transformation across finance, supply chain, or operations, this episode is a must-listen. Andrea breaks down what makes enterprise AI different—why trusted data, business context, and governance are non-negotiable—and how SAP is embedding AI directly into business processes to improve speed, accuracy, and ROI. Tune in for a real-world example and practical guidance on how organizations can start small, prioritize high-impact use cases, and prepare for what's coming next with Agentic AI. Andrea Haupfear is a Business Process Architect with over a decade of experience driving digital transformation through artificial intelligence and advanced analytics. She specializes in designing and implementing AI-powered solutions that enhance operational efficiency, decision-making, and adaptability across diverse business environments. Andrea is recognized for her strategic leadership in translating complex technologies into scalable, real-world applications, making her a trusted advisor in navigating change and unlocking value through innovation. Connect with Us: LinkedIn: Andrea Haupfear Mustansir Saifuddin Innovative Solution Partners X:  @Mmsaifuddin YouTube or learn more about our sponsor Innovative Solution Partners to schedule a free consultation.    Episode Transcript [00:00:00] Mustansir Saifuddin: Welcome to Tech Driven Business, brought to you by Innovative Solution Partners. I'm honored to have Andrea Haupfear of SAP. Join me today to break down how SAP is helping organizations leverage AI to drive efficiency, reduce risk and deliver measurable ROI. We'll also look ahead at what's next and how you and your team can prepare as AI moves from experimental to essential for enterprises to thrive. [00:00:35] Hello Andrea. How are you? [00:00:37] Andrea Haupfear: I'm good. How are you? [00:00:40] Mustansir Saifuddin: Doing well, doing well. I'm so excited to have you on our show. So thank you for coming on. Today we would like to talk about the latest SAP's AI journey and the business transformation. And what it really means for SAP customers. How does it sound? [00:00:57] Andrea Haupfear: Sure. No, it sounds great. This is one of my passions that I love to talk about, and so you know, happy and excited to actually share a little bit about what we're doing with AI at SAP and what we've seen in the field with our customers. So, super excited and it's a pleasure being here. [00:01:14] So thank you again for inviting me here. [00:01:17] Mustansir Saifuddin: Awesome. Awesome. Let's get into it, we know we are at an inflection point, right? AI is moving so fast and it's actually turning from experimental to essential, right? For in a lot of different cases. So let's focus in how is SAP's AI strategy fundamentally different from consumer AI? And why does it really matter for enterprises? [00:01:39] Andrea Haupfear: Yeah, absolutely. So a couple of things that I wanna kind of touch on here. So oftentimes, and you mentioned this, right, we, we've used, we've used AI in our personal and daily lives for, you know, the last decade plus, right? I mean, when you think about AI, a lot of people think about Siri or Alexa or ChatGPT, right? [00:02:01] And you know, when I personally think about AI you've got your broad and creative tasks. What we've done in our personal lives, you know, everything from creating a grocery list to, editing a, a photo, right? A family photo. But from a business perspective you know, an enterprise AI, it really has to change those business outcomes. [00:02:26] And really when you think about this, think about, you know, everything from could be closing the books faster or. A faster on time delivery rate or reducing risk in my supply chain. And how do we ultimately do it with the highest level of governance, auditability, cost control. And so SAP's approach is really built around that flywheel of applications, data and that additional layer of artificial intelligence on top of it. [00:02:58] So there's, there's that aspect to it, but then also thinking about it in a couple of other ways of how we're doing this. Is, you know, yes, we're embedding it where your business or where the work happens. So making it easier for our end users to be able to leverage artificial intelligent capabilities and even machine learning capabilities, not just [00:03:23] from a digital assistant or a chat perspective, but how do we integrate it and infuse it within their specific business, day-to-day business processes to make their lives that much easier? But then also thinking about it from a strategic perspective, how can I obtain that high level of ROI by leveraging artificial intelligence. [00:03:47] So we're seeing it in a couple of different flavors from our customers. And then also what we're developing from a, from a product perspective as well. So we're thinking about it from a couple of different angles. [00:04:00] Additionally, thinking about it from a AI operating system for our developers and for our consultants, leveraging the AI foundation on the business technology platform. [00:04:13] So think about what used to be our developers would have to generate thousands upon thousands of lines of code. Now that's no longer the case, right? It can take them you know, a, a minute or so now to develop the, these applications and these lines of code to where it's, it's easier for them to go about their day-to-day jobs and their, their tasks where now they don't have to spend days upon days trying to develop these different applications and agents. [00:04:45] It also lets you and I just mentioned around agents, it also lets you create and govern custom agents to read and write back to SAP and non SAP systems. Thinking about this automation and accountability, not just getting those pointed answers, right? And then last but not least, kind of how I think about this is, yes, you've got your trust. [00:05:09] Think about trust not only in the data from looking at it in your SAP systems, but also think about non SAP systems. Think about your third party applications that you're going in and looking at the data, whether it's geographic information customer sentiment information, or it could even be, asset related sensor information, right? So bringing in that data as well as looking at it from your SAP business data context but then also looking at it with responsibility. So SAP has that responsible AI program in place really aligned to the UN UNESCO principles and the ISO 4 2 0 0 1 certification to really prioritize [00:05:57] those ethics and compliance and human oversight within our, our AI applications such as, you know, AI core and our digital assistant juul. So really taking it from a full spectrum approach and looking at it at the holistic level and how we can bring in artificial intelligence within these, these areas. [00:06:20] Mustansir Saifuddin: I love the way you kind of package it all together, from an overall perspective, especially, you know, the two things that really stuck out to me was. Again, coming from a business side, what is in it for a customer, right? What is the real value? [00:06:35] And you touched upon two things, embedding it. So a person who is currently doing a job and they're used to doing it manually. Now you can. Embed these ai component to their daily work streams, right? And how they can, you know, utilize that. And the second part I really loved it is you talked about ROI really what is the return I'm getting on this investment, right? And then lastly, you talked about data. So let's, let's talk about that. You know, here's the uncomfortable truth. AI is only as good as the data it learns from. We all know that. We all talk about it. And we have always heard this term garbage and garbage out, but what that sort really mean when we are talking SAP AI, making recommendations to customers and we are talking the effect in terms of millions in revenues or supply chain decisions. How would you like to address that? What is, what is SAP's approach on that? [00:07:33] Andrea Haupfear: Yeah, so a couple of things and you know, I've heard that term many times and coming and being an ex consultant. It's, it's definitely right. You're only as good as, as I've heard, you know, as the data that you have. So my thought on this is really when you have an AI agent that recommends, say for example, expediting a shipment or reclassifying a receivable, the truth that it relies on, [00:08:00] is your master data. [00:08:01] It is your transactional history and any sort of process constraints that lie in between. So ultimately, when I think about this, it's not just your, your master data. It's a, it's a multitude of things that ultimately will help the AI model in the end. In the end game to take those three pillars and turn garbage in into good decisions out. [00:08:27] The other piece that, how I think about this are semantics and not necessarily just schemas. So think about when we have some of our solutions such as Business Data Cloud, which carries those semantics and lineage into your AI workloads. So say for example, the customer, the plants, or an open po, it means the same thing everywhere. [00:08:51] And that's really critical for explainability and audit purposes. That's another way how I think about this. And then also just looking at this from a context perspective. So I also think about, you have to train a model when at first go, right? And be able to provide it some context, some instruction, some understanding that says, this is where this particular business process lies. [00:09:17] This is how the process should look and feel. What does good look like? And that's ultimately what we explain and tell our customers is we need to train our model to understand what does good look like, and this is where you have that context, rich retrieval and not just kind of that blind prompting that just says, go do this. [00:09:36] But the model will try to establish what it thinks good looks like, which may not necessarily mean what you think good looks like. This is where SAP HANA Cloud will bring in that vector engine, so those semantic retrievals and documents and notes and images. [00:09:53] Think about a knowledge graph. So it brings in those specific facts and relationships from your ERP, but then also thinking about a rag model as well, reducing those hallucinations and making those citations explainable. So why did the model or an agent be able to go through the process that it did? [00:10:16] Well, that's because there's multiple steps and instructions that the model has to take in order to provide an accurate response. Those are some of the things in, in which we leverage today with our customers and really making it so that way it's, yes, they may not always have the best data, but let's provide additional context to really help, again, make those good decisions coming out. [00:10:41] Mustansir Saifuddin: I liked the way you tied it together, right? We talk about business semantics being so important, BDC, the business data cloud. How is that coming into play in this conversation? And then coming from business semantics into a context. A context really is required for the answers to make sense and be business relevant. [00:11:03] So I really love the way you kind of connected together. Let's zoom in. Let's pick an industry. And there are so many examples that manufacturing, retail, financial services. Can you walk us through one compelling use case where SAP AI is really creating these breakthrough value? [00:11:21] What was the business problem? And how did AI solve it differently? [00:11:26] Andrea Haupfear: Yeah, absolutely. Mentioned at the beginning, SAP is investing heavily within artificial intelligence and machine learning capabilities, not just from an embedded AI perspective, but also think about it from a tailored AI perspective. So I mentioned [00:11:41] Business Data Cloud, being able to pull information and data not only from your internal SAP systems, but also external and third party information. And I wanna give you an example in a use case real world use case of a dairy co-op out of Wisconsin that is actually doing this today [00:12:00] from a very innovative approach. [00:12:02] Their challenge was around their performance at the subcontracting level. Ultimately these guys have a dairy co-op with their local farmers or farm base. They bring in the milk to not only from an internal manufacturing perspective to process out milk cheese, butter whey, et cetera cream, but they also subcontract it out as well. [00:12:28] And so this is really where they wanted to be able to get a better understanding, not just insights perspective on their data at their subcontractors from a yield output perspective. How much dairy, how much cheese was being was an output or yield, but what was going in and then going in versus going out. [00:12:50] And so ultimately what they wanted to be able to do was, yes, be able to look at the yield perspective from an insights, but they wanted to be able to leverage and infuse artificial intelligence from this process to ultimately help with their reduce of shrink. And contributing to a 1% KPI, which ultimately makes up to you and I roughly 10 to $15 million. [00:13:16] Okay. So just to kind of put it in perspective here of how much we're talking about. And so what they did was, yes, we have the insights from an analytics perspective, they wanted to be able to make it easier for their dairy supply chain planners to be able to, in real time through natural language processing, be able to chat with a digital assistant to gain insights around, Hey, what is my yield output for specific plant? [00:13:42] Tell me my highest and lowest plants that had the yield output. Tell me un understanding from a scrapping perspective how much waste is going out. So they wanted to be able to look at these specific metrics and be able to get a better understanding, hey, which particular plant is performing the best versus the worst. [00:14:03] So that way they can help to be able to retain and possibly improve some of these plant relationships going forward. Additionally as kind of that part two, what they wanted to be able to do is they receive manual yield output reports on a weekly basis from these subcontractors. It's typically in a PDF format, Excel, PDF format, and oftentimes these can be miskeyed into their S4 system. [00:14:35] And what they wanted to be able to do is be able to have an a little bit more of an automated process. Of, yes, not only uploading these reports that they, they have to manually key in today, but they wanted to be able to provide some intelligence behind it. And so this is where we've put in outlier detection on these attachments to where now I can see, okay, was there a miskey or an oversight that says, okay, you know, this should have been 2,622 versus 6,222. It can detect those mis keys in real time to say, Hey. For my supply chain planner, this doesn't necessarily look right. It's way outta whack compared to what was previously entered in, in the previous weeks. [00:15:24] You should triple check this, right? So it's, it's being able to provide a little bit more of, think of like big brother watching over you before it actually goes and hits into their ERP system. This is ultimately contributing to their supply chain process and has a direct impact on their KPI metrics that they're leveraging. [00:15:44] In this case, it's it's within shrink, so really getting a, a better handle on that. [00:15:50] Mustansir Saifuddin: No, I think the, the way you explained it, it is a great example 'cause now I can see not only does it apply to this particular industry, but it can cut across multiple industries. [00:16:00] Right. Because the example talked about production at a plant level. At the same time, the supply chain mishaps that can happen. [00:16:08] And usually a human eye can take so much [00:16:11] or can detect so much, but you can't try and put it together in a way that you guide your, your workforce to look at anomalies that can really help you steer the ship in the right direction quickly and efficiently. So that's great. [00:16:26] That really leads into my, my next question is, all of this is great, right? This is happening right now, we can see like the example you use, [00:16:35] right? It is in action. It is in motion, and customers are seeing value. Let's fast forward, where is SAP's AI development heading? You know, let's take a time horizon, 18 to 24 months. What capabilities should organizations be preparing for? Because it is all about future proofing ourselves, right? And how should they architect the solutions today to be ready for that feature, you know, coming up so quickly? [00:17:02] Andrea Haupfear: Yeah, absolutely. So a couple things that that come to mind. So number one and we've all been hearing kind of the next and elitist buzzword is around agents and agentic AI. So really how. I think about agents is how do we provide some of those tasks that, you know, may not necessarily whether they're they're still important, but, you know, maybe take up a lot of our time [00:17:29] but being able to provide and have a AI model behind that. To really free up some of the workload and provide some of our end users more on the strategic front. Freeing up some of that time. So I think in my humbled opinion, Agentic AI but Agentic AI at scale. So a lot of our customers are looking at what we have and this is where we're embedding. [00:17:54] Within our SAP applications agents within each one of our lines of business, but also custom agents. So this is something that is going to be released here in the next next several months, is looking at I have my embedded agents, but if I have very specific and unique, maybe differentiated business processes, how can I be able to integrate and infuse custom agents or an agent within this particular process? [00:18:23] And so this is really where I think is gonna we're really gonna see a lot of value coming in from our customers that says, yes, I can use agents in a multitude of different ways. Second is thinking about as an organization, we're becoming more dynamic and, and open source for data and how we can process it in a business context. [00:18:47] So thinking about, yes, I mentioned the Business Data Cloud, but also you know, strong partnerships. That was just announced with Snowflake as well. Right? So bringing in, yes, not only our internal data, but also our external data as well. How can we take that data and be able to normalize it? As far as from an architect's perspective, here are a couple points that I was kind of thinking about in my mind as we were going through this. [00:19:13] Was around keeping the core clean, right? So making sure that, yes, we're using our, our business technology platform various extensions and agents and skills from from JUUL studio and avoiding really those those drastic upgrades. And also kind of how I'm thinking about this is adopting that data product mindset. [00:19:40] So looking at, and I mentioned this as well, like Business Data Cloud, from looking at semantics and lineage, but also looking at retrieval methods. So vector engines and knowledge graphs. But then also thinking about it from a process perspective and [00:20:00] designing agent guardrails. So making sure that you have a much more standardization of an understanding of those roles and permissions. [00:20:10] Understanding human in the loop checkpoints at what point should be automated versus, okay, we need to have a set of eyes on this to actually be able to say, yep, this looks correct. I think that that's extremely important. [00:20:25] Mustansir Saifuddin: Yeah, for sure. And I think a couple of things that really stuck out for me. One is very near and dear to me, is the data part. And you talked about the partnership with Snowflake coming out recently, and I think it's important, especially when we talk about data for an organization. It's not just SAP data, it's like the overall, right? [00:20:42] You know, this, what does it really make up my organization? So [00:20:45] great approach from SAP, how it's trying to bring in like a business context around it, right? You have information within your ERP, outside of your ERP and then using the BTP platform. and the BDC platform to kind of bring it all together. So I think great segue, especially when we talk about agents and you know, we've all been talking about agents you know, for quite some time now, but now we can see the real value, how we can customize it and bring it together from a data perspective. So great conversation. On a personal note, how are you staying up, you know, on top of all these changes taking place in technology and business? What is your secret sauce? [00:21:26] Andrea Haupfear: Yeah, no, it's tough 'cause it's changing daily, weekly, right. And so being able to stay, have it stay top of mind. This is something that is part of, yes, not only my passion and what I do day in and day out, right, but also looking and getting, keeping educated not only from a process perspective by virtue of, you know, our internal processes, what we have in our products and our product offering, but also external with our clients. [00:21:54] To say, okay, what are they doing today with their processes? And then how can we leverage AI within that? So yes, not only from an internal knowledge sharing perspective, from a functional and technical perspective, but also external as well. And then thinking about external blogs, news sources, those are just kind of some of the things that I try to stay up to date. [00:22:16] You know, as best as I can. [00:22:18] Mustansir Saifuddin: No, I hear you on that. It is, it is a constant learning and I think that's the key, right? Educating [00:22:23] and educating and educating and be able to find your sources. I think that's the key. Great conversation. I know we are at time, what would you take out of this conversation that we just had and want to leave a particular takeaway for our listeners and folks who are interested in this topic? [00:22:42] Andrea Haupfear: Sure. Absolutely. So AI is not just like, and, and I meant we mentioned this earlier on, right? AI is not just in our personal lives, but it's also in our workplace and it's very, very real. We are seeing our companies and our customers take advantage of infusing AI into their business processes and receiving the high ROI in their processes. [00:23:05] The key is to start small. Strategically and identify which areas will have AI and will have that high ROI, but then also have the highest value when it comes from an impact perspective. We see this to where we run this as, as ultimately an ideation sessions with our customers and from the takeaway out of those sessions is they can start to craft an internal roadmap that will lead them to AI success. [00:23:38] And ultimately our organization can help them get there along the way, even whether they're just dipping their toe in the AI pool or some, some customers that we deal with already have strong partnerships with large language model providers or they're partnering with universities, things like that. [00:23:57] The end goal in net net is that [00:24:00] our organization can help to not only help identify those high value AI use cases, but also investing in you to create those. We offer a free proof of concept in as much as eight weeks. You mentioned this, you know how frequently this is changing. [00:24:18] AI is changing. Right? And this is where we can develop these proof of concepts to where you, our customers can be able to realize those value in a very quick and short amount of time. And so that's ultimately where I wanna leave the audience with is that we're, we're seeing AI not just in our personal lives, but also in the workplace. [00:24:39] And we're actually showing them and, having them realize it in real time. So you guys can, can feel free to reach out to me. I think we'll have my contact information at the end of the podcast here. But you know, happy to have further conversations with you and your organization. [00:24:55] I wanna thank you again personally for inviting me to the podcast and to discuss a, a very, very close and passionate topic for me. [00:25:04] Mustansir Saifuddin: It's a pleasure to have you, Andrea, and really, I think it was a great conversation. You touched upon so many different things and I think that was the purpose of this, was to kind of bring light to exactly what's going on in, you know, we talk about AI in general, but what is really happening at the inter-enterprise level [00:25:21] and what is the real value when folks are looking at, from a business perspective. How to increase ROI in this new technology and what does really mean in terms of increasing business revenue and across the board improving efficiencies. Right? So it's all together. But thank you so much for coming on our show. [00:25:42] Andrea Haupfear: Absolutely. Thank you for having me. [00:25:44] Mustansir Saifuddin: Thanks for listening to Drug Driven Business, brought to you by Innovative Solution Partners. SAP is helping customers move from AI experimentation to enterprise value by embedding AI where work happens, grounding it in trusted data and business context. And ensuring governance, auditability, and control. [00:26:10] Andrea's Key takeaway? Start small. Focus on the highest ROI use cases and build a clear roadmap because when AI is tied to real processes and real outcomes, SAP customers can unlock faster decisions, lower risk, and measurable impact. We would love to hear from you. Continue the conversation by connecting with me on LinkedIn or X. [00:26:36] Learn more about innovative solution partners and schedule a free consultation by visiting isolutionpartners.com. Never miss a podcast by subscribing to our YouTube channel. Information is in the show notes.        

    The Anna & Raven Show
    Thursday, December 1, 2025: Excel Championships; Holiday Heartbreak; A Return Fee!?

    The Anna & Raven Show

    Play Episode Listen Later Dec 11, 2025 44:49


    Well, if you thought you were getting your money back after returning something... you're partially wrong! Holiday Headlines today covers the growing number of stores that will charge you a fee for sending your packing back- and how to get around it!  Pick Em' News is back! Raven chose to hear all about the Excel World Championships crowning a new winner. Whatever that means!    I Saw Mommy Kissing Santa Claus is today's Unwrapped with Anna & Raven! You may think its a cute Holiday jingle, but the tune was actually very controversial and caused a lot of drama in the early days.   It's back! Anna and Raven Santa Tipline! Santa needs to know who's naughty, and who's nice. Call and leave a message 24/7 and you may hear yourself on the air. Call 888-702-9646 to leave a message for the Big Guy!     It's time for Student Teacher! Every week Producer Justin joins Anna and Raven to teach them about something new! Today he shares a brief lesson on celebrating Christmas around the world   Producer John visits Anna and Raven to discuss all things' relationships. Johns recent breakup, commitment issues, and how to cope with rough patches around the holidays,  Anna & Raven discuss your “Oh no, I am getting old” moments. Injured backs from a sneeze to Anna's complaints in a restaurant. There really are no boundaries here when aging!   What occupation makes you roll your eyes when someone mentions it? Anna & Raven dive into the jobs out there that everyone agrees are not the best to encounter!  Zak is obsessed with putting up holiday decorations at his home. Not because he feels the magic of the season, but because his new neighbors have gone over the top with theirs, and he's embarrassed that his display is embarrassing. His wife, Amber, says he spent $2200 so far this year, and she's upset about it. Forget about “keeping up with the Jonses”, they just don't have the money for this kind of thing, especially since they need to buy Christmas presents. He argues that these are things they'll have forever, and since there's a line of cars down their street every night, it just makes sense to do it too. What do you think?  Johanna, Gracie, and Jim have a chance to win $1000! All they have to do is answer more pop culture questions than Raven in Can't Beat Raven!   

    RISE Urban Nation
    Legacy in Action: Dr. Sherece West-Scantlebury on Philanthropy, Equity & Systemic Change

    RISE Urban Nation

    Play Episode Listen Later Dec 10, 2025 47:34


    In this powerful episode of RISE Urban Nation, host Taryell Simmons sits down with Dr. Sherece Y. West-Scantlebury—philanthropic visionary, equity advocate, transformational strategist, and retiring President & CEO of the Winthrop Rockefeller Foundation.With more than 33 years of leadership in public policy, community development, and values-aligned investing, Dr. West-Scantlebury reflects on her journey shaping systems across Arkansas and the nation.Discover the untold stories behind statewide initiatives such as ALICE in AR, Excel by 8, ForwARd Arkansas, and the Arkansas Enterprise Capital Grant Fund—and how Dr. West-Scantlebury leveraged philanthropy, equity, and lived experience to build lasting, generational impact.Whether you're a nonprofit CEO, emerging executive coach, philanthropic leader, or community advocate, this episode offers a masterclass in courageous leadership, legacy building, and systems transformation. Links & Resources:

    E62: From Divvy FP&A to Parallel Founder: How Renato Villanueva Built the Tool Finance Actually Wants

    Play Episode Listen Later Dec 10, 2025 40:39


    In this episode, Sasha Orloff speaks with Renato Villanueva, Founder and CEO of Parallel, about his journey from finance professional at Divvy to raising $2.4 million from Bain Capital and K5 Tokyo Black for an AI-powered FP&A platform that helps founders model financial scenarios and make confident growth decisions. Renato shares lessons on building products founders are passionate about rather than forced wedges, nurturing investor relationships, and how Parallel's approach has enabled customers to achieve significant growth—including one company that scaled from planning one sales hire to four, ultimately raising one of Utah's biggest Series A rounds. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Puzzle

    We Chat Divorce Podcast
    Expert Divorce Advice with Susan Guthrie: Mediation, Financial Clarity & the Real Cost of Divorce

    We Chat Divorce Podcast

    Play Episode Listen Later Dec 10, 2025 49:35


    In this powerful episode of We Chat Divorce, Karen and Catherine sit down with Susan Guthrie—one of the nation's leading family law attorneys, top divorce mediators, and a recent guest on the Oprah podcast—to break down the realities of navigating divorce in today's turbulent economic climate. With inflation, job uncertainty, rising debt, and shrinking safety nets affecting families across the country, divorce has become more complicated, more expensive, and more emotionally overwhelming. Susan brings 35 years of experience to this conversation and explains why fear and confusion escalate when people attempt to negotiate or compromise without verified financial information. Together, Karen, Catherine, and Susan expose some of the biggest misconceptions surrounding mediation, financial disclosures, attorney roles, and the belief that a net-worth statement or Excel spreadsheet is “good enough.” They outline the critical need for accurate, neutral financial clarity—something the MDS Financial Portrait™ uniquely provides—to prevent stalled negotiations, runaway legal fees, and emotionally driven decisions that people regret later. Whether you're considering divorce, preparing for mediation, or already working with an attorney, this conversation offers the actionable guidance needed to move forward with confidence, strategy, and peace of mind. Connect with Susan Guthrie Explore her podcast and resources: DivorceAndBeyondPod.com Use her new AI-powered episode search tool to find topics like alimony, gray divorce, co-parenting, and more. Resources Mentioned MDS Financial Portrait™⁠ — the gold-standard tool for financial clarity in divorce Free Financial Assessment — learn where you stand and what steps make sense MDS Community — expert-led Live Q&A events and support Ready to Take the Next Step? Whether you're just beginning the divorce process or have been stuck in uncertainty for years, financial clarity is your strongest advantage. Start with the Free Financial Assessment, explore the Divorce Financial Portrait™, and step into mediation or legal discussions with confidence—not fear. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Jon Schultz Podcast: The Myth to Overnight Success

    What turns a kid from Brooklyn into a leader who builds and rebuilds big businesses, then starts over again by choice? Meet Mike Tepedino, Founder and Managing Partner of Blue Light Capital, whose path runs from six gritty years in loan workouts on the “what can go wrong” side of real estate became the foundation for everything that followed.We get into the leap to brokerage, the Chinese-restaurant meeting that set up HFF's rise, and the 2019 sale to JLL for about $2 billion, where scale brought new tools and reach but also a fresh look at purpose and timing.Now Mike is building again with Blue Light Capital, stepping into an underserved middle-market bridge space in the roughly $15 to $50 million range, and pairing that with BLNext, a nonprofit that trains college and pro athletes for real estate careers with 150 hours of Excel and Argus plus one-to-one mentors who have walked the path.If you care about discipline, people, and timing, this conversation delivers hard lessons and practical wisdom with zero fluff. Watch the full episode to hear how Mike thinks about focus, why small habits like handwritten notes still matter, and what it takes to start again when everyone thinks you are done. 00:00 – Welcome to the Show00:44 – Who Was “Little Mike”? Early Life & Personality01:38 – Two Defining Moments That Changed His Life03:01 – Discovering Discipline at 1903:48 – Being Forced Out of His Comfort Zone05:41 – Fear of Failure & The Shoebox of Quotes08:15 – Falling in Love With Real Estate as a Kid09:54 – The Mentor Who Changed Everything12:18 – Lessons in Marketing, Relationships & Handwritten Notes16:30 – The Dark Side of Real Estate: Learning From Bad Loans20:51 – Becoming a Broker & Betting on Himself23:02 – The Life-Changing Dinner With Mark Gibson28:53 – Scaling From 50 People to 1,000+30:51 – Surviving the 2008–2009 Financial Crisis33:59 – Joining JLL & Operating at Global Scale35:56 – Knowing When It's Time to Walk Away39:41 – Launching Blue Light Capital45:11 – BLNext: Mentoring the Next Generation of Leaders49:47 – Giving Back, Purpose & Legacy51:57 – How to Connect With Mike & Final ThoughtsMike Tepedino on Socials: IG: @blnextLinkedIn: https://www.linkedin.com/in/mike-tepedino-bluelight/Blue Lights LinkedIn: https://www.linkedin.com/company/blue-light-re/?viewAsMember=trueBL Next LinkedIn: https://www.linkedin.com/company/bl-next/?viewAsMember=trueBlue Lights Website: https://bluelightre.com/BL Next Website: https://blnext.org/Jon on Socials: IG: @thejonschultzpodcastX: @JonSchultzPodLinkedIn: https://www.linkedin.com/company/the-jon-schultz-podcastwww.jonschultz.com

    Wall Street Oasis
    From Brazil to Wall Street: Arthur's Journey Through Wharton, Banking, and Finding Purpose

    Wall Street Oasis

    Play Episode Listen Later Dec 5, 2025 55:03


    In this inspiring episode of the Featured Mentor Podcast, we sit down with Arthur, a 28-year-old professional whose path from Brazil to the U.S. and Europe reveals what it really takes to build an international career in finance. From early days at a prep school to studying at Wharton and landing roles at Bank of America and Goldman Sachs, Arthur opens up about the challenges of ambition, adapting across cultures, and learning to define success on his own terms. Listeners will gain insight into: How early mentorship and family values shaped Arthur's global outlook The realities of navigating investment banking and private equity interviews Lessons in resilience, personality, and authenticity in high-pressure careers Perfect for students, young professionals, and anyone redefining what success looks like in global finance and leadership.

    Wall Street Oasis
    From Business Data Science to Banking: My Journey & Lessons for Students

    Wall Street Oasis

    Play Episode Listen Later Dec 5, 2025 38:43


    From studying Business Data Science to landing a role in investment banking at Centerview Partners, this is my honest story of how I discovered my path, the mistakes I made, and what I wish every student knew before starting their career. In this video, I share how I transitioned from college to corporate life — the lessons I learned outside the classroom, why real-world experience matters, and how small opportunities can lead to big growth. Whether you're a university student, career changer, or just curious about finance and personal growth, this episode will give you insight, motivation, and practical steps to help you find your direction.

    All CNET Video Podcasts (HD)
    Dell Foundation's Charitable Gift, AI Is College's Hot Major, Excel Esports Champion Crowned | Tech Today

    All CNET Video Podcasts (HD)

    Play Episode Listen Later Dec 5, 2025


    Kara Tsuboi covers today's top tech stories. Michael Dell makes one of the largest donations to go directly to the American people. One of the fastest-growing college majors is now artificial intelligence. The esports champion of Excel is crowned in Las Vegas.

    Wall Street Oasis
    Army Veteran to Banking: Jonathan's Powerful Story & Success Strategies

    Wall Street Oasis

    Play Episode Listen Later Dec 3, 2025 61:34


    In this inspiring interview, Jonathan explains how he reinvented his career after the Army. Get real advice on networking, job searching, mindset, and using modern resources to accelerate your career.

    Conan O’Brien Needs A Friend

    Conan talks to Ankur from Hyderabad, India about turning marital happiness into an Excel sheet and which song and dance he and Conan would perform together. Wanna get a chance to talk to Conan? Submit here: teamcoco.com/apply Get access to all the podcasts you love, music channels and radio shows with the SiriusXM App! Get 3 months free using this show link: https://siriusxm.com/conan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.