Best Custom Insurance Services, Inc Podcasts (2024)

1
Wanted: Skills Not Degrees, AI for Customer Service, Help with Health Insurance 9:11

2d ago9:11

9:11

At least one-third of business owners have widened their job search, according to a recent survey. These companies no longer require a bachelor’s degree for certain jobs, looking more so at the skills the applicants possess to do the role. Gene Marks says smart is smart and there are advantages to eliminating degree requirements. He also dives into…

1
Break Through Barriers in Our Own Minds - a true story_Season 2, Episode 34 12:16

4d ago12:16

12:16

Achieving mental and psychological break through is best by doing, not just talking: This is a true story that not only helped with a breakthrough to start Joanne Tan's first book, but also taught her that in serving and leading others, we actually have served and empowered oneself.Joanne was asked to volunteer to hold the wood boards for others to…

1
Wage Growth Near Inflation Rate, Business Acquisitions up 25%, and the Cost of Shoplifting 9:07

5d ago9:07

9:07

Earnings growth has shown modest gains for seven months, according to the Paychex Small Business Employment Watch, but the annualized 3.16% gain hovers right around inflation. Gene Marks explains what this could mean to businesses and employees. Business sale prices are up 25%, including a 17% jump in the service industry. Why? Millennials are buyi…

1
Great Resignation 2.0, Job Post Ghosting, and Retail Workplace Safety Survey 8:10

12d ago8:10

8:10

Businesses might want to prepare for Great Resignation 2.0 after a survey revealed that 30% of employees said they plan to quit their jobs by year-end. Why? Poor pay, lack of satisfaction, but Gene Marks points out that there is one “benefit” that can satisfy the dissatisfied Millennials and Gen Xers from the survey. Job seekers are experiencing si…

1
High Sierra Adventure True Stories, Part 1 of 3 - Joanne Z. Tan, Season 2, Episode 33 14:33

12d ago14:33

14:33

This is Part 1 of 3 of true adventure stories. (The video and blog versions also show photos taken there). Each Part has heart warming, funny, and adventure stories full of wise lessons.The High Sierras' jagged granite peaks, wild and lush, secluded meadows, pristine, snow-melt creeks and lakes cleanse the souls and refresh the minds and hearts of …

1
Worker Classification: Administrator Looman Explains Key Changes by USDOL 32:24

13d ago32:24

32:24

Worker classification is complex and can be daunting for any business to navigate. In this episode of Paychex THRIVE, a Business Podcast, Gene Marks with Administrator Jessica Looman from the Wage and Hour Division of the U.S. Department of Labor the latest changes in regulations. Learn about the economic realities test, key definitions under the F…

1
More Benefits Amid Rising Costs, Living Paycheck to Paycheck, and Web Accessibility Lawsuits 8:57

26d ago8:57

8:57

The cost of health benefits is rising, but employers say they are prepared to maintain their current employee health plans. Gene Marks shares news about a study that said nearly half of employers surveyed said they would cover the costs, and many would add alternative benefits. That’s good news considering other topics on this week’s episode reveal…

1
Flexibility and Leadership in the Workplace 28:35

28d ago28:35

28:35

With a multigenerational workforce, understanding the unique needs of each – Baby Boom to Gen Z – is crucial for your business in managing employees, as well as from the standpoint of recruitment and establishing a workplace culture. Host Gene Marks speaks with Diana Scott, U.S. Human Capital Center Leader at the Conference Board about shifting pri…

1
The Recruitment Process: Navigating AI and Human Collaboration 28:42

1M ago28:42

28:42

We explore the dynamic integration of AI in recruitment and talent solutions, as Operational President Dawn Fay of Robert Half shares her three decades of experience on Paychex THRIVE, a Business Podcast. The episode delves into the significant efficiencies AI brings to the candidate matching process, yet also emphasizes the importance of human int…

1
Small Business Employment Watch, Other Sources: Jobs Available, Qualified Candidates Are Not 7:13

1M ago7:13

7:13

The Paychex Small Business Employment Watch reports that employers keep adding jobs, although the pace is slowing. A report by the National Federation of Independent Businesses shows employers have solid hiring plans but nearly 40% failed to fill open positions – with 85% saying they had no qualified applicants. Another report says businesses are f…

1
Part 3 of 3-pt Interview of Tani: SCOTUS Ethics Rules,Term Limits, Rank Choice Voting, Democracy_Episode 32, Season 2 31:42

1M ago31:42

31:42

"The ramifications and consequences of the US Supreme Court's decision on Presidential Immunity will be long lasting," said former Chief Justice of CA Supreme Court Tani Cantil-Sakauye, currently the President of PPIC (Public Policy Institute of California), in the 3rd and last part of the interview with Joanne Z. Tan, where she discussed Rank Choi…

1
Part 2 of 3: The Golden State is Losing its Shine - What Are the Problems with California Economy?_Episode 31, Season 2 50:52

1M ago50:52

50:52

Is the Sun setting on California? Is the Golden State losing its shine? Drought, aging population, declining immigration, budget deficits, high cost of living, homelessness, exodus of families and businesses, brain drain, obsolete labor laws, upcoming AI legislations and taxes ... hear fact-based insights from the President of PPIC (Public Policy I…

1
Part 1 of 3: Only in America: The personal journey of former Chief Justice of CA Supreme Court; How to be a critical thinker?_Interview by Joanne Tan_Episode 30, Season 2 31:20

1M ago31:20

31:20

Get inspired from the personal journey of the President of PPIC (Public Policy Institute of California) Tani Cantil-Sakauye, who was also the former Chief Justice of CA Supreme Court for 11 years. Learn why critical thinking is so important today, and hear Tani's other insights shared with Joanne Z. Tan, host and producer of "Interview of Notables …

1
Save US Democracy: Voters have more choices than two-party candidates with Rank Choice Voting - Excerpt from Interview of Former Chief Justice of CA Supreme Court _ Episode 29, Season 2 4:12

1M ago4:12

4:12

The 2024 Presidential Election is revealing the limitations and flaws in the US two-party system. The framers of the US Constitution never specified that there would be just two political parties. Many current democracies in other countries have a parliamentary system with multiple parties and more diverse voices. Rank Choice Voting, as already ado…

1
New Final OT Rule: What Businesses Must Know about Compliance 16:25

2M ago16:25

16:25

With the U.S. DOL's New Overtime Rule taking effect July 1, FLSA-covered employers across the country are subject to the rule's updated salary thresholds for Executive, Administrative, and Professional white-collar exemptions and HCE employees. The DOL is, however, temporarily restrained from enforcing the rule against the state of Texas, as an emp…

1
US Supreme Court Justices Term Limits and Ethics Rules: Interview Excerpt of Former Chief Justice of CA Supreme Court_by Joanne Tan_Episode 28, Season 2 9:00

1M ago9:00

9:00

Why are the STATE supreme court justices subject to ethics rules, while the US supreme court justices are NOT? Who should hold SCOTUS accountable? What does it take to have age-based term limits for SCOTUS, PROTUS, members of US Congress and Senate, and officials at all levels of the federal government? Hear insights from the President of PPIC (Pub…

1
The Entire Interview of Former CA Supreme Court Chief Justice Tani Cantil-Sakauye, by Joanne Z. Tan_Episode 27, Season 2 1:53:50

2M ago1:53:50

1:53:50

Tani Cantil-Sakauye, former Chief Justice of California Supreme Court for 11 years, and current President of the Public Policy Institute of California, was interviewed by Joanne Z. Tan, host and producer of "Interviews of Notables and Influencers" of 10 Plus Podcast on June 24, 2024. Around 22 questions and answers are presented in three parts: Par…

1
One Billion Tax Dollars for Housing California's Homeless are Missing, said PPIC President in an Interview - Episode 26, Season Two 3:54

2M ago3:54

3:54

At least one billion in tax dollars are unaccounted for, and the money was marked for helping the homeless in California, already disbursed to counties and cities from State Government. Hear the shocking truth from the President of PPIC (Public Policy Institute of California) Tani Cantil-Sakauye, former Chief Justice of CA Supreme Court for 11 year…

1
Education Missing on Job Postings, Taxing Unrealized Gains, and the Best and Worst Business States 8:57

2M ago8:57

8:57

A study from job posting platform Indeed shows that 70% of postings in U.S. this past year did not include years of experience and education. Gene Marks shares insights on this trend, including that on-the-job training seems to be the preference. This episode also looks at the potential of an increased tax on small businesses based on a Supreme Cou…

1
The Impact from the Upcoming Ruling by US Supreme Court on Absolute Immunity or Limited Immunity for PROTUS_Interview Excerpt of Former CA Supreme Court Chief Justice_Episode 25, Season 2 8:58

2M ago8:58

8:58

There will be long lasting and significant ramifications and consequences for our democracy and the Republic, by this week's US Supreme Court's ruling on Presidential Absolute Immunity or Limited Immunity, said former CA Supreme Court Chief Justice Tani Cantil-Sakauye, in an interview with Joanne Z. Tan. As we are all waiting for the landmark rulin…

1
Strategic Succession Planning: Secure Your Family's Business Future 36:58

2M ago36:58

36:58

American Crane in Pennsylvania is a perfect example of succession planning done right. President and CEO Karen Norheim shares the ins and outs of how the company she co-owns with her sister maneuvered from her late father to his daughters, and how they are now supporting and fostering the third generation. In her conversation with Gene Marks on Pay…

1
CA Offers PFL Grants, Sales of Small Businesses Up, and NY to Outlaw Restaurant Reservation Bots 8:06

2M ago8:06

8:06

Some employers in California can get some financial help to cover the expenses of having workers out on Paid Family Leave under a new grant program that offers up to $2,000 per employee. Gene Marks shares details, as well as spotlights the recent increase of the sales of small businesses – noting that it is an excellent way for the next generation …

1
Recruitment Innovation: Dice.com Leverages Job Postings for Tech Hires 29:19

2M ago29:19

29:19

What should an effective recruitment site have to draw interest from the top technology professionals? Gene Marks has a conversation with Art Zeile, CEO of the established recruiting platform Dice to find out more. Zeile shares insights on including culture and other aspects of your company to create a better picture for potential candidates, as we…

1
DOL’s Overtime Rule, Increase in Job Growth, Capital Loan Program, and Businesses Not Offering 401(k) Plans 10:43

2M ago10:43

10:43

Gene Marks delves into various key topics in this episode. He starts by discussing the impact of the Department of Labor's new overtime rule, effective from July 1. The rule not only adjusts financial thresholds for overtime pay eligibility but also emphasizes fair compensation across industries, urging businesses to align with these new norms. Vie…

1
Redefining Small Business Operations in the Digital Age 33:24

2M ago33:24

33:24

With technology evolving at lightning speed, small businesses are increasingly looking towards artificial intelligence (AI) and automation to streamline operations and foster growth. Irana Wasti, chief product officer at BILL, joins this episode of the Paychex THRIVE podcast to shed light on this trend. She highlights the transformative potential t…

1
AI: Principles of Well-Being for Policies, a Google Rollback, Level the Business Playing Field 9:01

3M ago9:01

9:01

Artificial intelligence is everywhere, so much so that the U.S. Department of Labor issued principles for developers and employers on worker well-being. Basically, as Gene Marks explains, this is a roadmap to create policies that offer protection and benefits in the deployment of AI at work. Why? Well, look at Google rolling back some features afte…

1
What jobs will be substantially replaced by AI? - Pt. 2 of 2, Summary of GenAI Summit, SF_Joanne Z. Tan_Episode 24, Season 2 6:20

2M ago6:20

6:20

Joanne Tan, AI Experience Design (AIXD) consultant for UX, CX, CSAT, explains the latest Gen AI job and data opportunities and losses.(Continued from Pt. 1 of 2.)What is the difference between an AI Co-pilot and an AI Agent?What jobs will be substantially replaced by GenerativeAI?Data protection and Data Use: land grab or monetize what data?When AI…

1
CA CPA Spotlight: CalCPA CEO Says Learn from Tech, Change, and the Next Generation 29:35

3M ago29:35

29:35

CalpCPA President and CEO Denise Froemming discusses the dynamic shift of the accounting profession and inroads being made to attract the next generation of savvy workers, including how to align the image of what a CPA could be more closely with the values of Gen Z. She shares with host Gene Marks on Paychex THRIVE, a Business Podcast, the reason f…

1
Where is GenAI going? How Fast? - A Summary of a 3-day GenAI Summit in San Francisco, Part 1 of 2_Episode 23, Season 2_Joanne Z. Tan 5:30

2M ago5:30

5:30

Where Is Generative AI heading? How fast? How long will it take to overcome bottlenecks & obstacles? What is the difference between an AI Co-pilot and an AI Agent?AI Jargon for “Non-Nerds” and AI Newbies To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ========================================================= - To stay in …

1
Strategies for Today's Markets: Adapting to the New Investment Landscape 32:39

3M ago32:39

32:39

On this episode of Paychex THRIVE, Gene is joined by investment guru Lyn Alden, founder of Lyn Alden Investment Strategy. They delve into the complex world of the stock market and examine the tactics needed to make successful investments. From using the traditional 60/40 portfolio model to selecting individual stocks to evaluating cryptocurrency, L…

1
OSHA Walkaround Rule Challenged, Secret PTO, and a Proposed Six-Day Workweek 8:40

3M ago8:40

8:40

Some small businesses have brought a lawsuit against OSHA and its Walkaround Rule, objecting to an inspection policy that they call an overstep onto private property and something that doesn’t advance worker safety. Gene Marks tackles the subject, as well as a new trend called secret PTO by employees and what he calls the foolishness of a proposed …

1
NY CPA Spotlight: Innovation and Recruitment Mark the Future of Accounting Profession 29:57

3M ago29:57

29:57

Calvin Harris has one of the most geographically and economically diverse state accounting professional societies to oversee as CEO of the New York State Society of CPAs. He brings his diverse experiences to the role, emphasizing building relationships and partnerships while stressing key factors such as harnessing and leveraging AI to reinvent the…

1
Matt Egan on the Latest Market Trends: Interest Rates, Inflation, and Meme Stocks 33:02

3M ago33:02

33:02

With the Dow soaring to a record-breaking 40,000 and the market doubling from its COVID lows just four years ago, the current financial climate is buzzing with potential. Gene is joined by CNN Business Reporter Matt Egan to discuss this and other hot market topics on this week’s episode of Paychex THRIVE. Matt shares the impact a steady rise in the…

1
Prenatal Paid Leave in N.Y., a Shift in Job Openings, and Visa Looks to Fewer Credit Cards 8:13

3M ago8:13

8:13

New York has done what no other state in America has, but what will offering 20 hours of prenatal paid leave to employees – on top of other leave time they are entitled to under the law – mean to employers? Gene Marks has a few thoughts on the topic, including that this might become a national trend. Job openings are down one-third since 2022, but …

1
Steve Jobs' Secret Sauce for Turning a Startup into Apple: 3 Elements of a Unicorn_Joanne Z. Tan_Episode 22, Season 2 10:55

3M ago10:55

10:55

Vision, Brand Focus, Experience Design are Steve Jobs’ secret sauce for growing a garage startup into Apple, and they are the 3 Elements of an AI Unicorn no matter what products or services. Steve Jobs did it right by STARTING with user journey and user experience at the very beginning, from day one, BEFORE making any products, BEFORE engineering, …

1
Florida CPA Spotlight: How Will Specialization and AI Shape Accounting Profession? 43:30

3M ago43:30

43:30

CEO Shelly Weir discovered that her notions of what CPAs were like differed from who they actually are when she came to the Florida Institute of CPAs. Putting aside the “number crunchers” concept, she has leaned into their strategic and critical thinking skills and their people-person approach to help revamp educational efforts to the next generati…

1
Worker Classification 101: What Business Owners Need to Know 30:14

3M ago30:14

30:14

This week on Paychex THRIVE, class is in session with Shefali Milczarek-Desai, a distinguished scholar and associate professor of law at the University of Arizona. She joins Gene to explore the complex subject of worker classifications as understanding its intricacies is more than a compliance exercise — it's an operational necessity. Shefali provi…

1
A message for entrepreneurs: Just Do It! _ by Joanne Z. Tan_Episode 21, Season 2 4:02

3M ago4:02

4:02

Many entrepreneurs hold themselves back with fear, complacency or over thinking rather than taking action. Success comes from embracing imperfection and taking calculated risks to achieve personal and entrepreneurial growth, per Joanne Z. Tan. To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ===============================…

1
NJ CPA Spotlight: Raising Awareness, Building Talent Pipeline to Unlock Potential of Next Generation of CPAs 34:36

3M ago34:36

34:36

Aiysha “AJ” Johnson, CEO and Executive Director of the New Jersey Society of CPAs, says raising awareness at an earlier point in the education process is key to creating a successful pipeline in the accounting profession. The validation of that choice comes when individuals realize the many avenues a CPA can take to help any business in any industr…

1
Changes to SBA Loan Process, Pet Bereavement Leave, and Gen Z Eyes the Trades 8:23

3M ago8:23

8:23

A revamp of the lending structure has some people praising a more streamlined process to get an SBA loan, while others are mad at the additional complexities involved. Regardless, Gene Marks says SBA loans are still a great way to go for small businesses seeking funding. A study finds that pet bereavement leave has many advantages – recruitment, th…

1
AI Policy and R&D Tax Credits: Empowering Businesses 33:35

3M ago33:35

33:35

On this episode of Paychex THRIVE, U.S. Senator Todd Young (R-Indiana) joins host Gene Marks to discuss the role of lawmakers in fostering AI innovation, its security, and risk mitigation. Senator Young dives into the bipartisan AI policy work he’s currently conducting in the Senate; sharing how this collaborative approach and thoughtful legislatio…

1
Hourly Earnings Growth Increases, Credit Card Usage Up, Employees Prefer Small Businesses 9:25

3M ago9:25

9:25

A nearly two-year trend in deceleration of hourly earnings growth ends as the Paychex Small Business Employment Watch shows a 3.34% increase in April. Gene Marks highlights other data from the report that business can use. One thing businesses are using more of is credit cards, and Marks says that if done properly, that’s OK, especially with high i…

1
Texas CPA Spotlight: AI’s Impact, Expanding Role of CPAs, and Diversity in the Accounting Profession 31:50

3M ago31:50

31:50

Jodi Ann Ray, CEO of the Texas Society of CPAs, talks about the efforts of TXCPA to create a better pipeline in the accounting profession that faces gaps with an upcoming retirement wave, including leveraging AI and other technology to drive growth and expand the advisory role of CPAs. She also acknowledges the need for more diversity and inclusion…

1
The Potential for Employee-Owned Businesses in the AI Era 35:43

4M ago35:43

35:43

On this episode of Paychex THRIVE, distinguished labor economist and Harvard professor Dr. Richard Freeman joins host Gene Marks to navigate the future of work in an era of rapid technological advancement. With the rise of artificial intelligence (AI) and significant shifts in labor economics, the debate around employee ownership becomes more relev…

1
Brand Loyalty - how to earn it and keep it_Part 1 of 2_by Joanne Z. Tan_Episode 20, Season 2 5:33

3M ago5:33

5:33

Earning loyal and devoted customers or followers is hard work. Even harder is keeping their long term loyalty.When your customers buy repeatedly and exclusively from you, over the long term, you have earned their brand loyalty based on faith and trust, which is the ultimate testament to your accomplishment, whether you offer products or services. T…

1
Some Non-Competes Invalidated, Final OT Rule, and Net Neutrality is Back 8:08

4M ago8:08

8:08

Federal agencies got on a roll last week by announcing three new regulations that will change how businesses deal with protecting proprietary information, handling overtime and the classifying of exempt and non-exempt employees, and the use of broadband services. Gene Marks shares some thoughts on each of these pocketbook issues and how businesses …

1
PA CPA Spotlight: Accounting Firm Challenges – Modernization, Talent Gap, and More 31:12

4M ago31:12

31:12

Jennifer Cryder, CEO of the Pennsylvania Institute of CPAs (PICPA), spells out some of the challenges facing CPAs and their firms, largely around hot having clients understand the value of a CPA’s advisory role and sometimes a CPA not grasping the idea that they are advisers. The accounting profession, like almost all industry sectors, faces issues…

1
A Future Fueled by AI: Major Shifts in the Labor Market 33:32

4M ago33:32

33:32

Quickly evolving technology such as artificial intelligence coupled with changing labor dynamics have altered the workplace. Labor economist and MIT professor David Autor delve into these two critical areas in his conversation with Gene Marks on Paychex THRIVE, a Business Podcast, to help the audience understand the shifting trends impacting busine…

1
Starters Buying Businesses, Tipping is Tiring, and What is the Best State to Open a Business? 9:29

4M ago9:29

9:29

Looking to start a business? The trend is to buy a business rather than start from scratch, and a recent report shows small-business acquisitions up 10% from the previous year and 3% in the last quarter. Some experts say new borrowers are accepting high interest rates as normal. And if you’re opening a business, another survey found Ohio has all th…

1
Texas Restaurant Association CEO Dishes on Membership Value, Tipping, and Childcare Initiative 35:42

4M ago35:42

35:42

President and CEO Emily Williams Knight helped guide the Texas Restaurant Association and its tens of thousands of members through the COVID-19 pandemic and continues to advocate for legislation that will help restaurants thrive. She shares stories about the industry association’s efforts on Paychex THRIVE, a Business Podcast, to educate and benefi…

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Custom Insurance Services, Inc Podcasts

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