Empowering entrepreneurs: top takeaways from FounderMetrics
Vested
DECEMBER 18, 2023
FounderMetrics podcast series one: the highlights. Dive into business metrics and a lot more besides with Vestd founder Ifty Nasir and special guests.
more podcasts 
Embracing Technology in the Future Boardroom
Harvard Corporate Governance
JULY 9, 2023
I recently discussed the opportunities for board members to embrace technology in the boardroom as a guest on The Chartered Governance Institute UK & Ireland’s podcast , where I offered some perspective for boards looking to improve their efficiency and decision-making. more…)
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Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors
Truelytics
MARCH 16, 2023
In this episode of the Modern Financial Advisor Podcast, Aaron Klein , CEO and Co-Founder of Riskalyze shares how financial advisors can grow their business. As Aaron explains, it all comes down to providing clients with more comfort and confidence in their financial journey. Subscribe to the Podcast!
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Deal Lawyers Download Podcast: How Generative AI is Impacting M&A
John Jenkins
OCTOBER 31, 2023
Datasite recently published a survey of more than 500 global dealmakers on how generative AI is impacting the M&A process. In our latest Deal Lawyers Download Podcast, Doug Cullen, Datasite’s Chief Product & Strategy Officer, joined me to discuss the survey.
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Appraiser Newsroom - Untitled Article
Appraiser Newsroom
DECEMBER 3, 2023
Editor’s Note: The following article and linked podcast take a reflective look at the real estate appraisal profession and discus key insights for future success. I started a podcast. You might be thinking, “great, yet another podcast.” Podcasts don’t do anything. View Podcast here: [link] You might be right.
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How To Host A Successful Online Event As A Financial Advisor
Truelytics
FEBRUARY 14, 2022
Modern Financial Advisor Podcast ·. Jeff replied and suggested that I have Chuck Failla , CEO of Sovereign Financial Group ( RIA Labs' other Co-Chair ) on instead as Chuck would be able to speak much more in-depth about tech. Subscribe to the Podcast! Episode 75 - How To Host A Successful Online Event As A Financial Advisor.
How Coaching Principles Can Help Advisors Achieve More
Truelytics
NOVEMBER 9, 2022
One theme I keep hearing from leaders in the wealth management industry is that financial advisors need to become more interested in the lives of their clients. As you'll hear Matt relate on this episode of The Modern Financial Advisor Podcast , a simple shift in understanding who sets the goals in the relationship can have a huge impact.
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Advisor Financing For Partial Sales and Succession Planning
Truelytics
OCTOBER 19, 2022
What is increasingly more common however, is a partial sale that leads to succession. Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts , Spotify , Google Podcasts , Alexa , Stitcher , TuneIn , or if you prefer video you can find it on YouTube.
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How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
Truelytics
DECEMBER 6, 2022
However, the concept of "scalability" is actually a more important conversation because it focuses on the efficiency and profitability of a business. Subscribe to the Podcast! not just the raw counting stat of AUM. Disclosure The information, analysis, and opinions expressed herein are for general information only.
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How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
Truelytics
DECEMBER 17, 2021
Modern Financial Advisor Podcast ·. As you listen to this episode of The Modern Financial Advisor Podcast , keep in mind that Gil's model is something that every advisor can emulate within their own business. Are you helping them grow their business, become more profitable, or prepare for transitions? Subscribe to the Podcast!
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Remarks by Commissioner Crenshaw at the Inaugural ECGI Responsible Capitalism Summit
Harvard Corporate Governance
NOVEMBER 1, 2022
More specifically, this is the lens through which I consider the SEC’s proposed climate-related disclosure rule that I will discuss today. more…). As I considered how best to contribute to today’s discussion, I turned to their work for inspiration.
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Technology is Enabling Centralized Global Statutory Reporting
ThomsonReuters
JULY 8, 2021
That’s a shame because centralized operations drive consistency, transparency, control, and more effective data analytics — which would benefit statutory reporting operations when tax regulations are subjecting companies to greater complexity, scrutiny, and digital demands. Do More with More? The future is here.
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Auddia Announces Withdrawal of S-1 to Finance Acquisition of Radio FM
Benzinga
MARCH 7, 2024
Continuing to pursue the two AM/FM streaming radio targets under LOI that are more favorably priced Expects to reengage with Radio FM after other targets are acquired and conditions improve for a larger transaction BOULDER, CO, March 07, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire - Auddia Inc.
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4 Factors To Help You Optimize Your Tax and Finance Teams
ThomsonReuters
NOVEMBER 30, 2020
The new Thomson Reuters podcast, Tax & Tech Talks explores the evolving inter section of tax and technology. Listen and subscribe to Tax & Tech Talks podcast on Spotify , Libsynpro , and Apple Podcast apps. _. Drilling down on each of those factors individually revealed more challenges and opportunities.
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Appraiser Newsroom - Untitled Article
Appraiser Newsroom
JULY 4, 2023
For more information about the campaign, click here. Continued Success Lastly, it is great to see our members continuing to promote The ASA Difference by incorporating it in all of their marketing platforms. Our Regional Governor, Scott Miller, is using it on his business card. Other past examples of member usage can be viewed here.
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Artificial Intelligence is Revolutionizing Schedule K-1 (Form 1065)
ThomsonReuters
JUNE 14, 2021
Each year, more than 40 million Schedule K-1 (Form 1065) are sent to US taxpayers, reporting income and other financial information stemming from their participation in partnerships, S corporations, and trusts. Subscribe to Tax & Tech Talks podcast on Spotify , Libsynpro , and Apple Podcast apps. _.
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ANSI & Floor Plans Goofiness
Appraisers Blog
MARCH 9, 2022
“…if you the appraiser are not required to inspect the property yourself, don’t you want to have a more detailed diagram of the home, i.e., a Floor Plan?” There’s been lots of discussion on various forums, classes, Facebook, blogs, podcasts, surveys, articles, etc.,
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Podcast: For Women to Climb in M&A, Male Allyship is ‘Essential’
Cooley M&A
FEBRUARY 12, 2021
Listen to the full podcast here. Jamie Leigh.
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TechCrunch Equity Podcast: 2017’s Top Tech Acquisitions and What’s in Store for 2018
Cooley M&A
JANUARY 12, 2018
The January 12, 2018, edition of TechCrunch’s weekly venture capital-focused podcast, Equity, looks back at the past year’s M&A transactions and evaluates what’s in store for 2018. Listen to the podcast. Jamie Leigh.
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The importance of bringing your whole self to work
ThomsonReuters
OCTOBER 4, 2021
In the Pulse of the Practice podcast entitled, “ Bring it All ”, Paul Miller, Owner of Business by Design , and I discuss the importance of bringing your whole self to work with John Garrett , a consultant, comedian and creator of the What’s Your “And” podcast. It’s more than just their technical skills. And we should care.”.
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New WCO product classifications are here. Are companies ready?
ThomsonReuters
JANUARY 31, 2022
More than 200 countries use the HS to categorize trade products in over 5,000 commodity groups. Offerman, Jones, and Virginia Thompson, senior product manager for Thomson Reuters trade management solutions, recently discussed the implications of the HS 2022 changes during an episode of the Tax & Tech Talks Trade Edition podcast.
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98 Lucy Scientific Discovery (NASDAQ: LSDI) Acquisitions Create 'Golden Opportunity' for Growth, Success
Benzinga
SEPTEMBER 26, 2023
To hear the AudioPressRelease, please visit: The NetworkNewsAudio News Podcast To view the full editorial, please visit: [link] Enter Lucy Scientific Discovery (NASDAQ: LSDI ), a company that has recognized the value in this counterintuitive approach. NEW YORK, Sept.
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Keeping Pace With Corporate Income Tax Filing Season
ThomsonReuters
OCTOBER 1, 2021
A new episode of Thomson Reuters Tax & Tech Talks podcast shares tips and best practices for streamlining operations and navigating this unprecedented tax season. Subscribe to Tax & Tech Talks podcast on Spotify , Libsynpro , and Apple Podcast apps. _. Watch the entire episode. That will be coming.”.
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4 Factors To Help You Optimize Your Tax and Finance Teams
ThomsonReuters
NOVEMBER 30, 2020
The new Thomson Reuters podcast, Tax & Tech Talks explores the evolving inter section of tax and technology. Listen and subscribe to Tax & Tech Talks podcast on Spotify , Libsynpro , and Apple Podcast apps. _. Drilling down on each of those factors individually revealed more challenges and opportunities.
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The State of Startup Valuation – February 2023
Equidam
FEBRUARY 22, 2023
Feb 2023 data ] Below we share our analysis of these updates in more detail. last year, and are now returning to a more reasonable 10.98. Finally we turn to the Average and Maximum changes for this parameters update, and here is a slightly more optimistic picture. Aswath Damodaran of NYU Stern university. [
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Does a PPP Loan Make It Harder to Sell a Business?
Sun Acquisitions
APRIL 26, 2022
While performing the sale of a business with a PPP loan does require more paperwork and may extend the timeline, it does not make the business unsaleable while an outstanding balance remains. Podcasts: What You Need To Know About SBA Loans with Doug Adams. Additional Resources: Are You Financially Ready (to sell)?
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Azerion acquires Radionomy and enters audio advertising market
Benzinga
NOVEMBER 21, 2022
including radio, podcasts, audiobooks and games ? It is connected to a wide range of publishers with more than 15,000 audio channels in aggregate, providing meaningful scale to drive targeted and efficient advertising for advertisers. . Radionomy has a unique and proprietary adtech solution covering all aspects of digital audio ?
How to Calculate, Analyze, and Improve SaaS CAC
Lighter Capital
FEBRUARY 9, 2024
Let’s throw more at the wall and hope that it sticks. That insight lets you put more resources towards your most cost-effective efforts to grow. Breaking down CAC If Business 2 is acquiring more customers who are extremely loyal, then that $100 CAC starts to look better and better actually. No way to tell!
Marketing for accounting firms: individuals vs. small businesses
ThomsonReuters
FEBRUARY 2, 2022
With more than 144.3 However, finding individual and small business clients is more challenging, particularly for those just starting out. Your marketing will be more effective as your messages will resonate better. They make more decisions based on emotions. Your business relationship involves more extended contracts.
Global Trade Technology Can Help Solve Brexit Supply Chains
ThomsonReuters
MARCH 1, 2021
A recent episode of the Thomson Reuters Tax & Tech Talks podcast explores solutions available to help multinational companies that do business in the UK navigate these confusing, evolving, and unfamiliar supply chain challenges. _. You can also visit our Brexit resource hub for more information. Listen to the entire episode.
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4 Things to Help You Automate Operational Transfer Pricing
ThomsonReuters
DECEMBER 15, 2020
That is the key takeaway from a recent Thomson Reuters Tax & Tech Talks podcast episode that featured OTP specialists from KPMG. Listen and subscribe to Tax & Tech Talks podcast on Spotify , Libsynpro , and Apple Podcast apps. _. Learn more about Operational Transfer Pricing. Do More with More?
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How to Confidently Implement Strategic Advisory Services, and Get Your Boss On Board
ThomsonReuters
APRIL 4, 2022
Whether you’ve read about it in industry publications, heard about it at trade conferences or discussed it with your peers, you know that more and more firms are shifting away from compliance-based practices in favor of higher-value advisory services. This means more firms are bidding adieu to the days of rearview mirror accounting.
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The impact of artificial intelligence on the tax and accounting profession
ThomsonReuters
MAY 15, 2023
In this article, we will explore insights discussed in a recent Pulse of the Practice podcast episode with Mo Arbas, Senior Business Advisory Consultant, Thomson Reuters, and Paul Miller, President/Owner, Business By Design. Interested in learning more about the impact of AI in the tax and accounting industry?
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How top firms are using technology to optimize staff productivity
ThomsonReuters
MAY 6, 2022
Rather than seeing this as a replacement for human input, it’s an opportunity for staff to focus on more complex matters that can’t be—and, indeed, shouldn’t be—automated. By delegating mundane tasks to technology, you may find your workforce is more motivated to put forward ideas for further development and innovation.
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New Protiviti Survey Finds Companies Prioritizing Enabling Technology for SOX Compliance
Audit Board
SEPTEMBER 12, 2023
When looking at ESG more closely, the survey found that 37% of organizations are already disclosing ESG metrics, however, only 16% have added additional controls to address the SEC’s proposed climate change requirements, a number expected to increase significantly in the upcoming years. Struthers-Kennedy said.
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Benefits of in person learning for tax and accounting professionals
ThomsonReuters
APRIL 19, 2022
Learning is richer when there is more face-to-face interaction and social connection. They retain information through sound, so listening to lectures, audiobooks, podcasts, and recordings work best. Physical presence allows more opportunities to build relationships and trust. Hands-on learning can be more effective.
Elevate your firms advisory services
ThomsonReuters
JULY 11, 2023
Today, the need for firms to deliver more forward-looking, strategic guidance remains strong. Remaining competitive and successfully meeting the rise in client expectations requires that firms have a roadmap in place to apply a more sustainable value-based business model and support advisory-centered client relationships.
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Are your clients crying out for advisory services?
ThomsonReuters
JUNE 22, 2022
But are your clients asking you for more? She hired an accountant and eventually went back to work full-time and had two more kids. Are they coming to you for more than just tax return preparation? Most business owners have a traditional understanding of what an accountant does. File taxes. Prepare financial statements.
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LiveOne's Slacker and Roth CH Acquisition V Co. Announce Letter of Intent to Merge
Benzinga
APRIL 28, 2023
It also includes podcasts from PodcastOne, livestreamed video and on-demand programming, and livestreamed festivals, concerts, and pay-per-view ("PPV") events. Slacker currently has a paid and free ad-supported membership base of more than 3 million* Roth CH Acquisition V Co.
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Valuing a Counseling Center
Peak Business Valuation
DECEMBER 30, 2022
For more specific information about the value of a counseling center you are looking to buy, grow, or sell, schedule a free consultation with Peak Business Valuation, business appraiser. . If you are searching for a more extensive valuation, schedule a free consultation with Peak Business Valuation, business appraiser.
The Power of Others: Networking for Internal Auditors
Audit Board
OCTOBER 11, 2023
Speaking personally, it is no exaggeration to say networking has had a profound impact on my career, none more so than when I became CEO of SWAP Internal Audit Services. I am uncomfortable networking with those who are more senior or experienced than me. I am more than pleased to do this and derive much satisfaction from it.
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Tips for improving your firm’s virtual presence
ThomsonReuters
MARCH 29, 2021
It’s probably time to sharpen some of your virtual communication skills, as your clients are starting to pay more attention to the presentation you’re bringing to these environments. We have to accept the fact that there is no more normal, and we’ve fast-forwarded about 5 years in technology.”. We realize these issues now.
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Fighting Burnout
ThomsonReuters
NOVEMBER 22, 2021
Burnout is no stranger to tax and accounting professionals, but in this pandemic world, it seems to be even more apparent. Burnout is more than just feeling stressed. Fill the time with something meaningful, like exercise, eating a meal with your family, or listening to music or podcasts. . Step 1: Recognize the signs .
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Taking the next step on your firm’s advisory journey
ThomsonReuters
SEPTEMBER 1, 2022
We knew that our advisory community wanted something more,” said Lisa. That’s when the advisory expert team at Thomson Reuters began working on a plan to bring together tax practitioners and advisors from all over the country for workshops, peer-to-peer networking, panel discussions, and much more. Connecting beginners and old pros.
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