Best Financial Copilot Podcasts (2024)

1
SignUp Software CEO’s Insights on Applying Copilots to Financial Processes 10:43

2h ago10:43

10:43

Highlights Creating Opportunities for the CFO (01:50) The foundation for the CFO role is to keep customer costs under control and be compliant. With the emergence of copilot technology, it has created new opportunities for business; not only impacting tech roles but finance roles as well. It has become a great tool for making financial processes au…

1
SignUp Software Expands Product Suite to Modernize the Office of the COO 17:42

43m ago17:42

17:42

Highlights Expansions Through Acquisitions (01:32) SignUp Software has been expanding its product portfolio, moving from a focus on the office of the CFO more broadly into the operations world. Through acquisitions, its product suite has evolved. In December 2023, SignUp Software acquired Axtension, a Netherlands-based company. It has been working …

1
SignUp Software Insights on the Trend Toward E-Invoicing and Continuous Transaction Controls 19:56

1h ago19:56

19:56

Highlights The Significance of E-Invoicing for Modern Business (00:50) Hedin describes e-invoicing as an evolution toward an easier, more standardized way to exchange information. It can include all the documents needed during the procure-to-pay process. Electronic invoicing differs from traditional digital invoicing. E-invoicing started with a poi…

1
#88 - Flight Schools and Passive Income: Insights from Gordon Alvord 46:34

1h ago46:34

46:34

In this episode of Passive Income Pilots, hosts Tait Duryea and Ryan Gibson talk with Gordon Alvord, Alaska Airlines captain and co-founder of Rainier Flight Service. Gordon shares how a 2008 furlough led to creating Washington State’s largest flight school, with over 70 aircraft and a reputation for innovation. Discover how he and his partner used…

1
CoTracker3: Revolutionizing Point Tracking with Simplicity 32:00

2d ago32:00

32:00

Keywords CoTracker 3, point tracking, object tracking, robotics, autonomous driving, video editing, machine learning, knowledge distillation, technology trends, Meta Summary In this episode of the Venture Step podcast, host Dalton Anderson delves into Meta's CoTracker 3 research paper, exploring the significance of point tracking, its evolution, ch…

1
Cloud Wars CEO of the Year Is Google Cloud's Thomas Kurian | Cloud Wars Live 39:26

2h ago39:26

39:26

Google Cloud's Innovation and Growth The Big Themes: Google Cloud's record growth and market positioning: In 2024, Google Cloud experienced five consecutive quarters of accelerating growth, including a remarkable 35% growth in Q3, up from 29% in Q2. Kurian attributes this success to the company’s ability to listen to customers, innovate with produc…

1
SignUp Software CEO’s Insights on Overcoming CFO Challenges, Applying AI 17:12

2h ago17:12

17:12

Highlights Current Challenges (00:48) Manny names capital allocation as a major challenge for the office of the CFO. They spend much time thinking about which technologies and industry solutions are best to invest in. They have to determine which investments take priority, such as investing in tech that benefits the company’s back office versus the…

1
SignUp Software Insights on the Office of the CFO in 2025 20:41

5h ago20:41

20:41

Highlights 2025 Expectations (02:07) Ashe has had the opportunity to meet with and hear from customers about the challenges they're facing so SignUp can determine the kind of support customers need. A common theme that he has noticed is around "measuring what matters and trying to see how they can move to a predictive model because there's a lot of…

1
Financial Services Insights with Renju Kadavath 3:23

1h ago3:23

3:23

Valorem Reply's Financial Services Industry Client Partner, Renju Kadavath, explores key trends he's been seeing in the past quarter with his clients, including modernizing core systems, managing risk and compliance, and empowering employee productivity. Learn more: https://valoremreply.com/industries/financial-services/ Follow us on social media -…

1
Healthcare Insights with Renju Kadavath 3:36

1h ago3:36

3:36

Valorem Reply's Healthcare Industry Client Partner, Renju Kadavath, explores key trends he's been seeing in the past quarter with his clients, including unlocking clinical and operational data, delivering exceptional patient/member experiences, and modernizing core applications. Learn more: https://valoremreply.com/industries/healthcare/ Follow us …

1
Expanding the marketing automation landscape with emfluence CEO David Cacioppo 18:03

1h ago18:03

18:03

This episode is sponsored by emfluence. Marketers frequently lead the charge for better data and more connected systems in an organization, especially as it relates to customer journeys. On this episode, David Cacioppo, president and CEO of emfluence, joins us to share some of his team's priorities as it relates to marketing automation strategy, es…

1
SignUp Software CEO Defines Market Trends Impacting the Office of the CFO 15:35

1h ago15:35

15:35

Highlights Driving Adoption (02:40) At its recent financial earnings call, Microsoft reported dramatic results from its last quarter regarding Dynamics 365 (D365), Business Central (BC), and Finance and Operations (F&O), with 27% growth quarter over quarter. Some core factors are driving this pace of customer adoption in the mid-market and the ente…

1
#87 - The Mega Backdoor Roth and How Pilots Can Maximize Retirement Contributions with Timothy Pope 50:41

1d ago50:41

50:41

In this episode of Passive Income Pilots, Tait Duryea and Ryan Gibson welcome back financial expert Timothy Pope to unravel the complexities of retirement strategies for high-income professionals, focusing on the Mega Backdoor Roth. Timothy explains how this powerful tool allows pilots to contribute significantly more to their 401(k) accounts, unlo…

1
From Pixels to Perception: How Sparsh is Changing Touch 35:27

8d ago35:27

35:27

Keywords robotics, touch technology, self-supervised learning, tactile sensing, AI, Meta, machine learning, data sets, robotics research, automation Summary In this episode of Venture Step Podcasts, Dalton Anderson explores the advancements in robotics, particularly focusing on the integration of touch technology and self-supervised learning. He di…

1
Meet Your Parenting Copilot: HelloGaia Makes Raising Kids Easier 48:37

12d ago48:37

48:37

In this episode, hosted by Didi D'Errico as a special edition, we focus on ACTIONABLE ways you can build more reliable, more accessible and more timely support as a new parent. We know there are enough barriers to support for new parents as it is, as highlighted by March of Dimes in their recent report on Maternity Care Deserts - THANK YOU for prov…

1
Building Strong Connections to Drive Growth | Tinder on Customers 22:48

13d ago22:48

22:48

Episode 46 | Driving Impact Through Partnership The Big Themes: Partner-centric growth: Software vendors are increasingly focusing on building strong partnerships with resellers and service providers. This shift recognizes that partners are not just intermediaries but key drivers of innovation and customer success. By investing in training, support…

1
#86 - Mapping the Skies: The Tech Behind Real-Time Flight Tracking with Ian Petchenik 33:52

8d ago33:52

33:52

Welcome back to another episode of Passive Income Pilots! In this episode, Tait Duryea and Ryan Gibson step outside financial strategies to explore the world of real-time flight tracking with Ian Petchenik, Director of Communications at FlightRadar24. Ian shares insights into the app that has become essential for aviation enthusiasts and profession…

1
Meta’s Shipping Spree: From Robotics to Video 39:24

16d ago39:24

39:24

Keywords Meta, CoTracker 3, MovieGen, robotics, open source, technology, entrepreneurship, AI, innovation, podcast Summary In this episode of Vichy Step Podcasts, host Dalton Anderson discusses the latest innovations from Meta, including the CoTracker 3, a groundbreaking computer vision model, and MovieGen, a text-to-video generation tool. He also …

1
Meeting the financial reporting needs of Microsoft customers with FYIsoft 19:19

7d ago19:19

19:19

This episode is sponsored FYIsoft. In the Microsoft customer ecosystem, companies with complex financial structures often struggle to give their finance professionals the tools they need to create, deploy, and use effective reporting. Requirements like multiple locations, companies, currencies, or ledgers can quickkly put extra burdens on both fina…

1
Kuldeep Gupta's favorite Copilot features in Dynamics 365 Project Operations 41:18

15d ago41:18

41:18

Microsoft MVP Kuldeep Gupta returns to the MSDW Podcast to help us understand some of the latest Copilot features coming to Dynamics 365 Project Operations. Kuldeep has a list of favorites and honorable mentions that he dives into, including an extra preview feature (they're all linked below). He also tells us about his newly released digital cours…

1
PayTrace Recaps Community Summit 2024 Experience 26:46

33m ago26:46

26:46

This episode is sponsored by PayTrace. Community Summit North America 2024 offered Microsoft customers and partners a mix of education, networking, and the chance to contemplate the future of entertise software and solutions. Our guests on this episode, Mary Miller and Sam Johnson of PayTrace, share their own highlights, observations, and experienc…

1
#85 - Cost Segregation: The Tax Strategy You Can’t Afford to Ignore with Erik Oliver 47:59

15d ago47:59

47:59

Welcome back to another episode of Passive Income Pilots! In this episode of Passive Income Pilots, Tait Duryea and Ryan Gibson are joined by Erik Oliver, Vice President of Cost Segregation Authority, to dive deep into cost segregation. Erik explains how this tax strategy accelerates real estate depreciation, enabling investors to unlock substantia…

1
How Google Cloud's AlloyDB Empowers Bayer Crop Science to Overcome Data Challenges | Cloud Wars Live 19:49

2h ago19:49

19:49

Bayer’s Data Evolution with AlloyDB The Big Themes: Data complexity and intelligent agriculture: Bayer Crop Science is addressing agriculture's complex data challenges. The company integrates data such as satellite imagery, weather conditions, soil data, and IoT device inputs, to drive innovation in seed development and farming practices. By levera…

1
Webinar - Enabling Microsoft 365 Copilot Adoption I November 2024 55:27

2h ago55:27

55:27

Enabling Microsoft 365 Copilot across your organization is more than just flipping a switch. It takes strategic planning to successful deploy Copilot to your organization. During this webinar, our resident Adoption & Change Management experts discuss science-based methodologies to drive excitement and increase engagement among your employees. We al…

1
Disrupting the Duopoly: How Stripe's Stablecoin Strategy Could Shake Up Visa and Mastercard 43:36

23d ago43:36

43:36

Keywords Visa, MasterCard, Stripe, Bridge, stablecoins, payment processing, Capital One, Discover, cryptocurrency, fintech Summary In this episode of the VentureStep Podcast, Dalton Anderson discusses the dominance of Visa and MasterCard in the payment processing industry and the potential disruption posed by Stripe's acquisition of Bridge, a compa…

1
The Top 10 Toddler Sleep Questions Every Parent Asks with Dr Angelique Millette 1:07:37

26d ago1:07:37

1:07:37

In this episode, Sarah Trott talks with pediatric sleep consultant Dr. Angelique Millette to answer the top 10 TODDLER sleep questions every parent has. (Go to the BABY episode if you want help with baby sleep! Link below.) Dr. Millette shares her expertise on the challenges of toddler sleep, providing practical solutions for common issues like bed…

1
Energy & Resources Insights with Kason Carter | November 2024 Updates 2:13

23d ago2:13

2:13

Valorem Reply's Energy & Resources Industry Client Partner, Kason Carter, explores key trends he's been seeing in the past quarter with his clients, including leveraging AI technologies to increase sustainability and operational efficiency. Follow us on social media - LinkedIn Twitter YouTube Facebook Reach out to us - Website Email Us…

1
Maximizing AI Value While Minimizing Risk for CIOs | Sadin on Digital 27:51

20h ago27:51

27:51

Episode 54 | AI, CIO Challenges The Big Themes: Community Summit NA: Wayne talks about attending Community Summit and how the event stands out by offering user-driven insights that focus on real-world experiences with Microsoft ecosystems, rather than vendor-led marketing. The Summit provides a platform where users share practical, firsthand knowle…

1
#84 - Tax-Free Growth & Infinite Loans: Whole Life Insurance Strategies for High-Earners 39:52

22d ago39:52

39:52

Welcome back to another episode of Passive Income Pilots! In this episode, Tait Duryea hosts Rod Zabriskie and Brenyn McConnell from Money Insights to explore how whole life insurance can be a powerful investment tool. They discuss how pilots and high-income earners can use structured whole life policies to build tax-free growth and take policy loa…

1
AI-Power Productivity: Copilot Flight and Slack Gets Smart 40:38

1M ago40:38

40:38

Keywords AI, workplace, Microsoft Teams, gaming, energy demands, Warner Bros, Slack, innovation Summary In this episode of Vigistep Podcasts, host Dalton Anderson discusses the rapid advancements in artificial intelligence and its implications for the workplace, particularly focusing on tools like Microsoft Teams and Slack. He shares personal exper…

1
Microsoft 365 Copilot Newsroom | October 2024 23:17

6d ago23:17

23:17

Want a quick download of the latest releases, updates, and tips for Microsoft 365 Copilot? With ongoing updates and new releases, it can be hard to keep up with all the great things you can do in M365 Copilot. Valorem Reply’s Modern Work experts are offering a Microsoft 365 Copilot Newsroom series where we compile the most important news and learni…

1
Manufacturing Insights with Brian Bliss 2:52

1M ago2:52

2:52

In the second episode of our industry insights series, Brian Bliss discusses why data security and data governance are crucial in the manufacturing sector especially with AI making inroads into every industry. Learn more about the SAP Nitro Accelerator that Brian talks about in the video: https://go.valorem.com/Nitro_Accelerator.html?utm_source=pod…

1
#83 - Market-Based Cash Balance Plans with Jesse Reed 53:55

28d ago53:55

53:55

In this episode, hosts Tait Duryea and Ryan Gibson welcome back financial planning expert and pilot Jesse Reed to dive deep into market-based cash balance plans—a retirement vehicle being implemented by airlines specifically for high-earning pilots facing 401(k) spillover limits. Jesse unpacks how pilots can strategically manage these plans to maxi…

1
Webinar - Building AI Apps 35:43

1M ago35:43

35:43

In this session, we uncover how AI and cloud technologies are reshaping what software can achieve. Experts from Valorem Reply and Microsoft discuss how you can unlock the true power of AI and develop a security and infrastructure strategy ready to support your innovation. Learn more: https://valoremreply.com/solutions/app-innovation Follow us on so…

1
Megacity Showdown: Seoul vs Tokyo vs Mexico City 1:36:07

1M ago1:36:07

1:36:07

Keywords Mexico City, Tokyo, Seoul, travel experiences, cost of living, healthcare, transportation, culture, food, sports, safety Summary In this episode, Dalton Anderson shares his experiences traveling through three mega cities: Mexico City, Tokyo, and Seoul. He discusses the cost of living, healthcare experiences, transportation systems, cultura…

1
Optimizing Your Mental Health with Dr Ida Eden, Reproductive Psychiatrist 43:04

1M ago43:04

43:04

In this episode, we’re joined by Dr. Ida Eden, a reproductive psychiatrist and faculty member at Weill Cornell Medicine, to explore how you can optimize your emotional and psychological well-being during pregnancy, postpartum, and beyond. Whether you're dealing with anxiety, depression, or simply navigating the transition into parenthood, Dr. Eden …

1
Retail Insights with Brian Bliss | November 2024 Updates 4:01

15d ago4:01

4:01

Valorem Reply's Retail Industry Client Partner, Brian Bliss, explores key trends he's been seeing in the past quarter with his clients, including the importance of data modernization and data security in retail, and the role of change management in maximizing organizational investments. Follow us on social media - LinkedIn Twitter YouTube Facebook …

1
Information Security & Protection for M365 Copilot 49:38

15d ago49:38

49:38

As organizations embrace tools like Microsoft 365 Copilot to streamline operations, it becomes imperative to fortify defenses against potential vulnerabilities. This insightful webinar is designed to delve into the nuances of information protection within Copilot and empower your organization to bolster its security posture. Follow us on social med…

1
Copilot for Security Intro & Live Demo 36:36

15d ago36:36

36:36

Organizations are under growing threat from sophisticated attacks and increasingly fragmented security ecosystems can lead to severe data breaches and operational disruptions. There is a pressing need for advanced security solutions that can adapt to evolving threats and provide comprehensive protection. In this webinar, our Cybersecurity experts w…

1
Copilot for Microsoft 365 Newsroom | September 2024 44:39

1M ago44:39

44:39

Want a quick download of the latest releases, updates, and tips for Copilot for Microsoft 365? With ongoing updates and new releases, it can be hard to keep up with all the great things you can do in Copilot for M365. Valorem Reply’s Modern Work experts are offering a Copilot for Microsoft 365 Newsroom series in which we'll compile the most importa…

1
Advocating for customers and partners, with Guus Krabbenborg 34:13

15d ago34:13

34:13

When today's guest, Guus Krabbenborg, talks to Dynamics 365 partners and their customers, he likes to ask them about some of the more challenging topics in a typical ERP project: what does success really look like when each party is being honest about their goals and motivations? And why do so many projects fail to meet those goals? Guus shares his…

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