Best BDO USA Podcasts (2024)

1
Measuring Culture Within Your Organization 23:39

17d ago23:39

23:39

Join BDO's Amy Rojik as she and Tom Bradbury, Founder/CEO of Broad-Gauge, discuss culture within organizations – specifically how it is measured and what the board’s role is around culture. Key Takeaways • Culture is a team sport that requires the right data for the right stakeholder (including the Board). • Protecting culture is just as important …

1
Interview with Isaac Boltansky from BTIG 30:05

2M ago30:05

30:05

Matt Bisanz interviews Isaac Boltansky, Director of Policy Research at BTIG, about the risks and regulatory trends for the rest of the year.

1
Interview with Mickey Shemi from Guy Carpenter 30:21

3M ago30:21

30:21

Matt Bisanz interviews Mickey Shemi, North America Structured Credit Head at Guy Carpenter, to discuss credit risk transfer trends with the Federal Housing Finance Agency and in the banking and insurance sectors.

1
Are You Prepared for New Sustainability Laws in California? 30:59

3M ago30:59

30:59

Key Takeaways: While simple in structure, these new requirements have complex implications for companies, many of which may not be already gathering and reporting this level of climate data. The laws were years in the making but have now pre-empted the country-level SEC climate rules that many have been anticipating. Scope 3 reporting will be requi…

1
Governing the Embrace of AI Benefits and Risks within Your Business 21:00

4M ago21:00

21:00

Key Takeaways: Establishing a “safe” environment for AI isn’t just a protective stance, it is itself a strategy that accelerates innovation, builds trust, and ensures long-term success. In making the decisions to address entity- readiness to greenlight AI initiatives, boards’ due diligence includes: understanding how competitors, customers, employe…

1
Interview with Bill Hulse from the US Chamber of Commerce 31:47

4M ago31:47

31:47

In this episode, Matt Bisanz interviews Bill Hulse, a senior vice-president at the US Chamber of Commerce’s Center for Capital Markets Competitiveness. Bill and Matt will discuss the potential risks to the Main Street economy that may arise from getting bank capital “wrong” in the US Basel Endgame rulemaking.…

1
Interview with Justyna Bolter 24:12

5M ago24:12

24:12

Matt Bisanz interviews Justyna Bolter, a senior counsel at the Federal Reserve Bank of Chicago, to discuss her transition from risk to legal, and how others can build a successful career by leveraging their experience in both domains.

1
How Technology Enablement Can Magnify A Positive Impact on Audit Quality 23:12

5M ago23:12

23:12

Key Takeaways: Using AI and predictive capability is not new but generative AI brings AI to the mainstream due to its human-like communication and ease of accessibility to companies of all sizes. For boards to properly oversee AI risk, they need to require management to establish a model risk management process along with a model risk governance fr…

1
How to Prompt Management to Get the Most Out of Data Analytics 19:09

5M ago19:09

19:09

Key Takeaways: Leveraging data analytics for strategic decision-making: Use of data analytics in the boardroom to is becoming increasingly important to help directors make informed, evidence-based decisions that drive growth and efficiency. By incorporating data-driven insights, businesses can better understand their customers, optimize operations,…

1
Automation: How to Unlock Corporate Value 17:48

6M ago17:48

17:48

Boards need to work with management team to continue to identify and prioritize opportunities in automation to enhance all aspects of operations, product development and service delivery. Challenges in implementing automation need to be identified and incorporate into a strong change management program to ensure enterprise-wide acceptance and adopt…

1
AI’s Impact on the Evaluation of Audit Risk 21:55

6M ago21:55

21:55

Key Takeaways: 1. Approaching embedding AI into a service delivery model requires: Identifying and prioritizing AI business processes and use cases that align with your business objectives Assessing the feasibility and potential impact of each use case Developing a detailed implementation plan that contemplates the steps, resources, and timelines r…

1
Automating the Annual Audit 13:17

7M ago13:17

13:17

Key Takeaways: Use of technological automation in the audit can yield increased efficiency, improved accuracy, consistency and quality. Complexity, data quality, lack of flexibility, resistance to change and over-reliance on technology are challenges to automating auditing procedures that need specific consideration. Auditors are intentionally and …

1
Applying Data Analytics – Benefits and Challenges for the Annual Audit 12:53

7M ago12:53

12:53

Key Takeaways: Service delivery models demand that auditors demonstrate their efforts are directed principally to potential risks and anomalies and areas of higher risk. Boards that derive the most value from audits that leverage data analytics are those that have pretty specific views of what constitute outliers or anomalies for the business and t…

1
Interview with Amy Kvien and Jim Scott from the Ceres Accelerator for Sustainable Capital Markets 32:11

7M ago32:11

32:11

Matt Bisanz sits down with Amy Kvien and Jim Scott, from the Ceres Accelerator for Sustainable Capital Markets, to discuss climate risk management and disclosure expectations for banks.

1
Interview with Tilcia Toledo from FTI Consulting 33:24

8M ago33:24

33:24

Matt Bisanz interviews Tilcia Toledo, a senior managing director at FTI Consulting, to discuss risk management trends that she is seeing in her work with financial institutions of all sizes.

1
Ensuring Corporate Success in Sustainability at the Cross Section of Innovation and Technology 22:56

9M ago22:56

22:56

Key Takeaways: Building corporate sustainability is not about “being responsible for” but rather recognizing “how to work in concert with” a broader group of stakeholders to reduce friction and produce better results. Innovation in a staid industry requires: - Creation of an environment to embrace and enable change – first speak about what will rem…

1
What is Data Governance and Why is it Critical for your Organization? 22:24

9M ago22:24

22:24

Key Takeaways: The NEED: Data governance programs exist to manage change in data assets overtime. The WHAT: Data is an intangible asset that is constantly evolving and has a host of characteristics that make it difficult to manage compared to traditional assets. THE WAKE-UP CALL: When surveyed, 95% of respondents felt data governance programs were …

1
Succession Planning from the Activist Perspective 32:32

9M ago32:32

32:32

Key Takeaways: The basic tenants of succession planning require continuous focus and consensus and can provide an outline for preparation and vigilance. These include: Agreement on short- and long-term company goals Needed skills for the position - Keeping the job description of the upcoming vacancy current Keep a pipeline of candidates that span a…

1
Interview with Bill Isaac, Former FDIC and Secura/Isaac Group Chair 42:27

10M ago42:27

42:27

Matt Bisanz sits down with Bill Isaac, former chair of the FDIC and of the Secura/Isaac Group, to discuss his legendary career and current issues related to recent crises in the banking industry.

1
How Will the Chips for America Act Impact the U.S. Economy? 18:59

10M ago18:59

18:59

Key Takeaways: Funding for the CHIPS Act has been signed into law. This act provides tremendous opportunities for semiconductor industry organizations to expand production in the U.S. and additionally, provides many other benefits to the economy. This podcast discusses: Opportunities for national economic initiatives for organizations that can pass…

1
Interview with Til Schuermann from Oliver Wyman 31:49

11M ago31:49

31:49

Matt Bisanz interviews Til Schuermann—partner at Oliver Wyman and co-head of its Americas Finance, Risk and Public Policy practice—on what he’s learned about bank risk management over his career.

1
ESG Considerations for Supply Chain Management 19:17

11M ago19:17

19:17

Key Takeaways:   Suppliers have become an integral part of a company’s ESG performance against targets and laws, and therefore have an outsized impact on operational and financial performance Boards should set clear expectations for including supply chain risk within Enterprise Risk Management and require detailed management action plans to address…

1
Driving Stakeholder Interest and Engagement With Your Sustainability Reporting 26:07

12M ago26:07

26:07

Key Takeaways: Stakeholder-Centric: Ensure a communication strategy is developed around sustainability reporting that is driven by stakeholder needs Don’t neglect the passive or potential investors Depth and Frequency: Don’t just stop at the launch date plans, have a plan for targeted communications specific to multiple audiences year-round Multi-C…

1
Interview with Ariane Chapelle from BDO Chapelle and Jim MacDonnell from BDO USA 35:49

12M ago35:49

35:49

Matt Bisanz sits down with Ariane Chapelle, CEO of BDO Chapelle, and Jim MacDonnell, Managing Director of BDO USA, to discuss risk management practices and business continuity issues in the financial services sector.

1
BEPS 2.0: What Should the Board Know About Global Tax Reform and the Two Pillar Program? 21:37

1y ago21:37

21:37

Key Takeaways: Pillar Two comes in effect for accounting periods beginning on or after 1 January 2024 for multi-national companies with global revenue in excess of Euro 750m. Complexity will arise from both the detailed calculations involved as well as timing related to the phased-in approach by jurisdiction as to when each country will require imp…

1
Interview with Nicole Kitowski from Associated Bank 24:13

1y ago24:13

24:13

Matt Bisanz sits down with Nicole Kitowski, chief risk officer of Associated Bank, to discuss insights from her unique, lifelong career in risk management at one banking organization.

1
The Current State of Congress and Anticipated Tax Legislative Activity 17:17

1y ago17:17

17:17

Key Takeaways and Tax Planning Points: Enacted as part of the Inflation Reduction Act (IRA), corporations are now subject to a 15% minimum tax on book income of $1 billion or more. The IRA also provided $80 billion of funding for IRS – with $46 billion earmarked specifically for enforcement. Enacted as part of the 2023 Omnibus Appropriations legisl…

1
Prepping Yourself for Successful Board Candidacy 27:01

1y ago27:01

27:01

Key Takeaways: The discipline of modern governance today is really in a global realm – can no longer be thought of in simply local or regional terms. Governance should be viewed as a discipline and thus, your individual board “packaging” is critical to you being identified as a serious board candidate. Board Documents are not comprised of a resume …

1
Interview with Matt Wolf from RSM US LLP 34:08

1y ago34:08

34:08

Matt Bisanz interviews Matt Wolf, a director at RSM US LLP, on how he helps RSM’s clients manage risks related to innovative technologies such as the blockchain and digital assets.

1
Interview with Andy Spero from Spero Risk Associates 29:05

1y ago29:05

29:05

Matt Bisanz interviews Andy Spero about the development and operation of stress-testing programs and how to build a resilient organization around them. Andy is the founder and president of Spero Risk Associates.

1
Interview with Sasha Kakabadse from Wells Fargo 31:07

1+ y ago31:07

31:07

Matt Bisanz sits down with Alexander “Sasha” Kakabadse to discuss what Sasha has seen in his time in the industry and trends he’s noting with respect to controls. Sasha is the Senior Vice President of Commercial Capital Risk Management at Wells Fargo.

1
What We Know (and Don’t Know) About the SEC’s Proposed Rules on Climate-Related Disclosures 33:19

1+ y ago33:19

33:19

Key Takeaways: Be mindful of identifying material impacts of climate risk and whether you are satisfying current disclosure requirements Don’t be lulled into complacency or the belief that mid-term elections may derail final rule-making Review carefully current financial risk disclosures in line with other information being disclosed by the company…

1
Interview with Kim Olson from SMBC 33:56

1+ y ago33:56

33:56

Matt Bisanz meets with Kim Olson to discuss how to manage risks in a complex banking organization and communicate with senior leadership. Kim is the Chief Risk Officer for the Americas at Sumitomo Mitsui Banking Corporation (SMBC).

1
Insuring the Board – Unpacking the Intersection of D&O Coverage With Other Considerations 32:16

1+ y ago32:16

32:16

Key Takeaways: As with any insurance, directors and officers need to have a clear understanding of the purpose of D&O insurance and what it is designed to cover and what is not included – e.g., deliberate fraud, criminal acts, and uninsurable fines and penalties as well as other exclusions or limitations including thresholds for triggering coverage…

1
Proxy Preview 2023 31:50

1+ y ago31:50

31:50

Key Takeaways: Shareholder proposal trends to anticipate continuing into 2023: Increasing shareholder proposals – made easier by prior years’ SEC regulations allowing more access for shareholders Certain commitments made by companies in previous periods (e.g., racial equity audits, DEI and other social aspects) likely to be scrutinized by sharehold…

1
The Board’s Role in Data Protection 27:16

1+ y ago27:16

27:16

Key Takeaways: Data protection, which encompasses data governance, data privacy and cybersecurity, should be considered as part of the board’s oversight of risk and strategy The board’s responsibilities related to data protection include identifying director(s) or advisor(s) with the appropriate skills and experience, stating explicit accountabilit…

1
Interview with Dan Feldman from CIBC 32:55

1+ y ago32:55

32:55

Matt Bisanz sits down with Dan Feldman to discuss how to manage risks of complex products and add value through knowing the business. Dan is the Vice President of Enterprise and Retail Risk Management at CIBC.

1
Interview with Matt Swenson from Glacier Bancorp 30:02

1+ y ago30:02

30:02

Matt Bisanz interviews Matt Swenson about building a model risk management function and connecting quantitative skills to business processes. Matt is the Model Risk Manager at Glacier Bancorp.

1
Does Your Board Comprehend the New Reality of Work? 26:15

1+ y ago26:15

26:15

Key Takeaways Flexibility is dynamic way of operating business across workplaces, spaces and time with strategic coordinated intention to achieve high levels of performance and engagement. Lead with the what (not the where): Flexibility is about organizing around the work itself and how, when and where it happens best, no longer around the workplac…

1
Enterprise Risk Management for Today’s Board of Directors 36:48

1+ y ago36:48

36:48

Key Takeaways: Each change to a business represents new strategic opportunities, but those changes also present new potential risk of and to the corporate strategy. Boards need to understand how the executive team approaches risk informed decision making to assess effectiveness. Streamlining and optimizing risk management require proper structure, …

1
Interview with Jim Sturgeon from CommunityBank of Texas 27:16

1+ y ago27:16

27:16

Matt Bisanz interviews James Sturgeon about his experiences leading a bank, and then leading a risk management function at a different bank, to understand the importance of knowing the business. Jim is the Chief Risk Officer of CommunityBank of Texas.

1
The Board’s Role in ICFR Oversight 16:40

1+ y ago16:40

16:40

Key Takeaways: Audit committees can ensure smooth ICFR implementation by encouraging early planning, helping secure adequate resources, being familiar with management’s process to identify risks and management’s processes and controls in place to manage those risks. Boards should be particularly focused on controls addressing areas of the business …

1
Interview with Robert Kidd from Capital One 29:56

2y ago29:56

29:56

Matt Bisanz meets with Robert Kidd to understand how his background as a bank examiner informs his current legal advice on risk. Robert is Associate General Counsel for Regulatory Legal at Capital One.

1
Experiential Needs of Today’s Boardroom 34:25

2y ago34:25

34:25

Key Takeaways: Today’s organizations are being called to contribute positively as part of the greater ecosystem, which is compelling directors to embrace the role of change catalysts and “intraprenuers.” People, as our greatest assets, need board directors to oversee the creation of work environments that value employees to allow them to ‘bring the…

1
Weighing Anticipated Tax Regulatory Impacts on Corporate Business Strategy 23:12

2y ago23:12

23:12

Join BDO's Center for Corporate Governance Amy Rojik as she and her colleague Todd Simmens, National Managing Partner of Tax Risk Management, to discuss how the board’s oversight of corporate strategy and risk management would be remiss without an understanding and consideration of evolving global and domestic tax regulations anticipated to signifi…

1
Interview with Nick Baxter from First National Bank of Omaha 34:21

2y ago34:21

34:21

Matt Bisanz meets with Nick Baxter to discuss how good values and prudent risk management can be good for business. Nick is the Chief Risk Officer of First National Bank of Omaha.

1
What May the SEC’s Proposed Cybersecurity Disclosure Rules Mean for Those in Governance Oversight Positions? 26:27

2y ago26:27

26:27

Join BDO's Center for Corporate Governance Amy Rojik as she and her colleague Mike Stiglianese, who serves as the Managing Director in BDO Consulting’s Technology Advisory Services Practice, discuss the SEC’s recently proposed rules on cybersecurity risk management, strategy, governance and incident disclosure and the impacts and considerations the…

1
Navigating the Intersection of Tax and ESG 21:38

2y ago21:38

21:38

Join BDO's Center for Corporate Governance Amy Rojik as she and her colleague Dan Fuller, Managing Partner Tax ESG Strategy and Services Leader, discuss opportunities to align the board’s oversight of ESG strategy with taxation considerations to be truly impactful in corporate decisions-making in this evolving area. Key Takeaways: Where is the “T” …

1
Interview with Scott Buckalew from Selene Finance 28:50

2y ago28:50

28:50

Matt Bisanz sits down with Scott Buckalew to discuss maturation of risk management practices and his resources for those new to the industry. Scott currently serves as the chief risk officer of Selene Finance, a specialty loan servicer.

1
The Board’s Role in Conscious Capitalism 39:11

2y ago39:11

39:11

Join BDO’s Hitesh Shah, leader of our San Jose Board Roundtable series, in discussion with Raj Sisodia, Co-founder of Conscious Capitalism movement, as they discuss the importance of the board’s role in supporting conscious leadership and building a conscious business. Key Takeaways: The board’s role is critical in helping management define the pur…

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