Laurel Road takes a deep-dive into financial wellness and success in the land of capitalism. Connect the dots that keep you on track to your dreams, with practical tips for everyday money and career moves that help shape the life you’ve always wanted.
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Protiviti, a global consulting firm, presents Powerful Insights. This podcast features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate.
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Improving Healthcare Through Community with Black Health Connect
27:18
27:18
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27:18Dr. Duclas Charles, Founder of Black Health Connect, joins us to talk about the community-building work he’s doing to bridge gaps in diversity and representation in healthcare. Listen as he and host Eric Sutton discuss why racial concordance, cultural competency training (CCT), equity, and inclusion are so important to healthcare careers and patien…
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Thrive in 2025: Eat Well, Spend Smart, Stay Connected with Rachel Brief, MS RD
32:05
32:05
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32:05Rachel Brief, a Registered Dietitian based in New York City, joins us to kick off Season 4 with a conversation about three important topics: Food, friends, and finances. Listen as she shares her dietitian’s wisdom about these intertwined aspects of our lives, and hear her advice on how to set wellness goals – the SMART way – for the year ahead.…
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Season 3 Finale: Your Top Money Questions Answered by Our Experts
12:19
12:19
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12:19In our Season 3 finale episode of Financing Ambition, financial experts from the Laurel Road team respond to questions submitted by our listeners. Listen as Diana Welch Howell, Shan Agish, Cassandra Hume, Sarah McClutchy, and Dr. Chirag Shah provide answers to five top financial questions from 2024.By Laurel Road
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Tales from the Financial Crypt: Spooky Stories of Money Mishaps
28:52
28:52
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28:52In this special Halloween episode of Financing Ambition, listen to seven spooky stories of money mishaps that will shiver your wallet's spine – from mortgage nightmares and haunted credit scores to ATM machines that feast on debit cards in foreign lands. Hosted by Eric Sutton, with stories contributed by Laurel Road member advocates and team member…
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$1.2 Million Forgiven: How Two Doctors Found Student Loan Freedom
44:56
44:56
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44:56Collectively, Drs. Tiffany Tavernier and David Thomas had an astonishing $1.2 million in student loan debt forgiven through the Public Service Loan Forgiveness (PSLF) program. While the two physicians have different medical backgrounds – Dr. Tavernier in radiology and Dr. Thomas in immunology – their individual student loan debt journeys share an c…
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Transform: Assessing CFO perspectives and priorities for the coming year – with Chris Wright and Nick Puetz
26:18
26:18
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26:18A look at the top priorities for CFOs and finance leaders in the coming year — among them, security and privacy of data, financial and strategic planning and analysis, leadership, and enhanced data analytics — reveals a tale of transformation for CFOs whose responsibilities continue to widen. Protiviti recently conducted its latest Global Finance T…
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Beyond the White Coat: Parenthood in the Medical Field
27:25
27:25
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27:25In celebration of Parents Day on July 28th, Child Psychiatrist Dr. Linda Drozdowicz joins Laurel Road's Cassandra Hume for a wide-ranging conversation on the challenges of balancing parenthood with a career in medicine. Listen for Dr. Drozdowicz's expert advice on childcare, time management, financial considerations, and more.…
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Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More
30:34
30:34
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30:34In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting. Our guests are Stephen Alicanti and Kristy Balsanek from DLA Piper, and Charlie Soranno and Andrea V…
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Strategic Sourcing: Gaining Advantage, Mitigating Risk – with Lucas Manganaro
26:52
26:52
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26:52Supply chain management continues to be a hot topic in countless organizations in light of ongoing geopolitical challenges, evolving impacts of climate change, new tariffs, changing labor markets, and much more. How can supply chain and procurement leaders attack these and other challenges? It starts with building and implementing a strategic sourc…
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Breaking Barriers: LGBTQ+ Healthcare with Dr. James Kostek
23:39
23:39
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23:39Join us for a special Pride Month episode of Financing Ambition as host Eric Sutton sits down with Dr. James Kostek, the medical director of the Baby Siperstein Proud Center in Somerville, New Jersey. Eric and Dr. Kostek discuss the complexities and inequities LGBTQ+ individuals face in seeking medical care, as well as the past, present, and future…
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Don't Fall for Fraud – How to Spot Red Flags 🚩
25:15
25:15
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25:15In our Financial Literacy Month episode, Laurel Road's Director of Credit and Operational Strategy, Jessica Agnello, and Laurel Road's Product Operations Manager, Cheryl Forth, join the podcast for a conversation about financial fraud and scams – a growing problem in our increasingly cashless world. The discussion covers how to identify the red fla…
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Love + Money – How Complicated Is This Relationship?
33:34
33:34
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33:34Our recent Love + Money survey found that romance and finance aren’t always a perfect match. To break down the survey results and share their own relationship’s financial journey, Drs. Joshua and Nicolet Hernandez join us for a wide-ranging discussion on financial compatibility in romantic relationships.…
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What’s Trending in Hospital Employee Benefits
23:53
23:53
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23:53Ted Kane, Partner at Brown & Brown and employee benefit industry veteran, joins us to discuss trends in hospital employee benefits and shifting expectations that medical professionals have of their employers. Ted shares how healthcare systems can leverage flexible employee benefit plans to attract and retain top healthcare talent and stay competiti…
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Talking Public Service Loan Forgiveness (PSLF) for Nurses
18:56
18:56
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18:56In this episode, we're joined by Kimberly McClellan, EdD, Adjunct Clinical Professor at Drexel University College of Nursing and Health Professions, to discuss student loan forgiveness for nurses. Kim had $69,000 in student loan debt forgiven through the Public Service Loan Forgiveness (PSLF) program, and she shares how our student loan specialists…
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Executive Perspectives on Top Risks for 2024 and a Decade Later – with Mark Beasley and Jim DeLoach
44:35
44:35
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44:35Protiviti and NC State University's ERM Initiative have conducted the 12th annual Executive Perspectives on Top Risk Survey, in which we poll board members and C-suite executives from around the world on the risks they see as most significant for their organizations over the next 12 months and the next 10 years. For this year’s survey, we asked exe…
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Emerging Regulations in Tech: Understanding the Digital Services Act – with Kaitlin Kirkham-Cooper and Roxanne Miller
25:42
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25:42As of August 25, 2023, large technology companies providing hosting services, online platforms and search engines, are required to put processes in place to be notified of illegal content and to act on notifications under the European Union’s Digital Services Act (DSA). Tech firms that do not meet a 45-million-user threshold have to comply with man…
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New Global Research: Assessing CFO and Finance Leader Priorities for the Coming Year – with Kerry Buchar and Chris Wright
27:19
27:19
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27:19The volume of CFO priorities has increased for years. In the past 12 months, the intensity of these urgencies also spiked, forcing finance leaders to make higher-stakes decisions more quickly and implement major adjustments with far-reaching implications. Results from the latest Global Finance Trends Survey conducted by Protiviti show that CFOs rec…
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Technology Audit Risks Survey: Navigating a Technology Risk-Filled Horizon - with Angelo Poulikakos and Lindsay Gleeson
26:50
26:50
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26:50The results from this year's Global Technology Audit Risks Survey, conducted by Protiviti and The Institute of Internal Auditors, reveal a complex and multifaceted landscape of technology risks. Cybersecurity is the top priority and by a wide margin. AI is an emerging risk with gaps in organizational preparedness and audit proficiency. The talent g…
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Unpacking a Summer of Student Loan News with JPG
30:44
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30:44In this episode, GradFin Senior Manager Joseph Price-Gault (aka JPG) joins us to unpack a summer of back-to-back student loan news, including a big SCOTUS decision, recent changes to income-driven repayment (IDR), a lawsuit against the one-time IDR account adjustment, and the return of student loan payments this Fall.…
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Achieving Digital Maturity in Finance – with Chelsea Black and Kizzy Gift
21:46
21:46
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21:46In this episode, we discuss digital maturity in finance. Or more specifically, how more finance organizations are employing ERP systems, moving to cloud-based systems, transitioning more to analytics, and with that, understanding the talent management and risk management needs that are required with these major changes. Sharing their insights on th…
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The Evolution of SOX: Tech Adoption and Cost Focus Amid Cyber and ESG Mandates – with Andrew Struthers-Kennedy and Angelo Poulikakos
35:27
35:27
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35:27In this episode, we dive into SOX compliance – specifically, the findings of and key takeaways from Protiviti’s latest Sarbanes-Oxley Compliance Survey. The results of our research are featured in our just-released report, The Evolution of SOX: Tech Adoption and Cost Focus Amid Business Changes, Cyber and ESG Mandates. Offering their insights and p…
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Implications of U.S. Banking Regulators’ Final Guidance on TPRM – with Brian Kostek, Kathryn Hardman and Helen Smith
27:01
27:01
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27:01In June, nearly two years after issuing their proposal for third-party risk management (TPRM), the U.S. banking regulators – the Office of the Comptroller of the Currency, the Board of Governors of the Federal Reserve System and the Federal Deposit Insurance Corporation – finalized their guidance. In this podcast, Brian Kostek from Protiviti interv…
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Overcoming Financial Challenges During Residency
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34:26Listen to an in-depth conversation between two residents, Dr. Nicolet Finger and Dr. Shiv Vyas, about the financial challenges they've had to overcome during residency and the strategies they use to find financial peace of mind.By Laurel Road
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The Rise of Generative AI - with Christine Livingston
24:51
24:51
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24:51ChatGPT is the talk of the town today. But as we all know, generative AI is much more than this one tool. Gen AI represents a new frontier of promise, productivity and capabilities for organizations around the world. But it also comes with risks that these organizations must understand and manage if they’re going to capitalize successfully on these…
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Procurement as a Service: Bringing Together Talent and Skills – with Chris Monk and Holly Lindstrom
24:39
24:39
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24:39In the wake of a world-changing pandemic and amid current uncertainties in the global economy, organizations have made, and are making, some significant adjustments in their operations. For most, the procurement function is at or near the top of the list. These changes are critical for procurement leaders to navigate and manage as global supply cha…
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Cost Optimization in Manufacturing – with Shawn Seasongood and Andrea Vardaro Thomas
34:05
34:05
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34:05Well, it looks like a recession is coming. Or maybe it's not. Or maybe it is. It seems like it's been a long wait for the other economic shoe to drop. And in the meantime, many questions are arising around managing costs in organizations. CFOs and finance leaders continue to have a lot of questions, and get even more from their internal stakeholder…
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Agile Factories: Building Flexibility and Adaptability in Manufacturing – with Robert Giacobbe, Sharon Lindstrom and David Petrucci
40:23
40:23
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40:23As manufacturing organizations assess new ways to innovate and transform their operations, one area they continue to explore is the development of agile factories. In this episode, we talk with Protiviti Managing Directors Sharon Lindstrom, David Petrucci and Robert Giacobbe. Together, they explore the concept of agile factories and the importance …
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Talking PSLF with Three Doctors Who Reached Student Loan Forgiveness
28:19
28:19
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28:19In this episode, three doctors talk about how they each achieved student loan forgiveness – ranging from $44,483 to more than $416,000 – through the Public Service Loan Forgiveness program and how a GradFin student loan specialist helped them get there.By Laurel Road
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Achieving Audit Relevance – with Andrew Struthers-Kennedy and Angelo Poulikakos
30:04
30:04
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30:04Top-performing internal audit groups share similar traits: They focus more on streamlined, tailored, impactful communications and reporting. They evolve and adapt routinely, and they push themselves to find and build talent and resources from both within and outside their organizations. But guess what? Fewer than six in 10 internal audit functions …
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I'm Also a Doctor, Part 2: A Deep Dive with Dr. Atia and Dr. Ravitz
34:11
34:11
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34:11In part two of I'm Also a Doctor, Drs. Risa Ravitz and Hanan Atia talk about how their ocean-related passions help them find balance, disconnect, and become better doctors.By Laurel Road
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Select and Implement the Right Tech Tool for Your Finance Group – with Shelly Kalladanthyil and Nick McKeehan
25:35
25:35
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25:35One of the most significant decisions a CFO faces is selecting the right technology or tool to help them run the finance organization and deliver expected results and value for the business. But technology selection is only the first step. There also is implementation, a just as important stage that can make or break the success of the technology a…
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Making Sense of Federal Student Loan Forgiveness in 2023
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25:37Learn what you need to know about student loan forgiveness in 2023, the current status of student loan relief, and how to get help with Laurel Road and GradFin founder, Chris Walters.By Laurel Road
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Future of Crypto Innovation and Regulation - with Mike Brauneis, Maryann Kennedy, Liz Mathew and Lata Varghese
31:22
31:22
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31:22Over the past year, as one crypto organization after another has been beset by fraud or declared bankruptcy, countless headlines have surfaced warning of the death of the crypto industry. Yet the damage has been largely contained. The developments have raised many questions about digital assets, cryptocurrency and blockchain technology as well as r…
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Financial Tips for Match Day & New Residents
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24:20Doctors share their Resident Match Day experiences, and what fourth-year med students should consider financially before starting residency.By Laurel Road
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Executive Perspectives on Top Risks for 2023 and 2032 - with Mark Beasley and Jim DeLoach
51:12
51:12
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51:12The level of uncertainty in today’s global marketplace and the velocity of change continue to produce an array of potential risks that can disrupt an organization’s business model and strategic plan on very short notice. The results of the latest Top Risks Survey from NC State University’s ERM Initiative and Protiviti indicate the business landscap…
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IT Audit Perspectives on Today’s Top Technology Risks
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23:46
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23:46The greatest IT audit concerns lie with cybersecurity-related breaches and related risk issues. Data governance and data integrity are being scrutinized. Regulatory compliance burdens and risk are increasing rapidly. These are among the key takeaways from the results of the latest IT Audit Technology Risks Survey from ISACA and Protiviti, in which …
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Following Laurel Road’s I’m Also a Doctor docuseries, three doctors share their inspiring passion projects and how their interests outside of medicine help make them better doctors.By Laurel Road
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Balancing Student Loan Stress & Mental Health
19:40
19:40
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19:40Financial Therapist Aja Evans joins Laurel Road’s Chief Marketing Officer Kaitlin Walsh-Epstein have a timely conversation about the connection between student loan debt and mental health, including the meaning of financial wellness, how to manage stress, and the challenges student loan borrowers will face when the federal student loan payment paus…
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Talking Physician Mortgages with Dr. Juneja and Dr. Shah
31:52
31:52
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31:52Laurel Road’s Head of Mortgage, Eileen Derks talks with Dr. Sanjay Juneja and Dr. Chirag Shah about the advantages of a physician and dentist mortgage, as well as the unique challenges doctors face during the homebuying process in today’s real estate market.By Laurel Road
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Managing Student Loans & Finances for Residents
35:58
35:58
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35:58Dr. Sanjay Juneja and Dr. Chirag Shah join Laurel Road to discuss the financial challenges that residents face early on, including managing med school debt, how to balance saving and investing, and avoiding anxiety around money early in their careers. Dr. Juneja and Dr. Shah join Laurel Road’s Marketing Content Manager, Cassandra Hume, to share the…
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Nurse Allie Hall joins the Laurel Road podcast to share her journey to paying down debt and how to balance a nursing career and your finances to avoid burnout.By Laurel Road
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Powerful Insights - Building Technology- and Data-Enabled Auditing Capabilities - with Angelo Poulikakos
18:55
18:55
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18:55Innovation, transformation and the introduction of more advanced technologies are on the agendas of most groups in an organization today. The same certainly holds true for internal audit functions – but perhaps not at the same levels of engagement as departments such as finance and IT. In fact, the results of the latest Next-Generation Internal Aud…
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Opportunities for greater efficiencies in SOX compliance programs may have a familiar ring to them - with Clint McPherson and Seth Schrank
21:04
21:04
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21:04Organizations are investing an average of 41% of their SOX internal costs for outsourced resources, compared with 37% last year. In this podcast, Protiviti Managing Directors Clint McPherson and Seth Schrank discuss opportunities to pursue procedural and structural changes in SOX compliance programs, most notably through the use of third-party deli…
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Talking Smart Finances With the OncDoc, Dr. Sanjay Juneja
27:42
27:42
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27:42Dr. Sanjay Juneja, triple specialized in Internal Medicine, Hematology, and Medical Oncology. The social media star and founding medical partner of Doctorpedia.com, talks about what led him to a career in medicine, the financial challenges he’s faced as a doctor, and the pain points members of the healthcare community face when it comes to preparin…
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People, Technologies and the Future of Work in Finance – with Protiviti’s Andrea Spinelli and Ken Thomas
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27:05“It's the end of the work as we know it, and I feel fine.” Our colleague Joe Kornik, Editor-in-Chief of VISION by Protiviti (http://vision.protiviti.com), wrote this in his latest feature article. This is true, but there also are many questions around the future of work, how we're going to balance work schedules, when and how frequently we’ll go in…
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Innovation and Transformation Are Driving the Future of Internal Auditing - with Protiviti's Ashley Cuevas and Mark Peters
20:54
20:54
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20:54The past two years have seen unprecedented levels of innovation and transformation among organizations worldwide. Many organizations are operating in a significantly different manner than they did just a few years ago — focused on resilience, data access and governance, predictive analytics, enabling technologies, and more. Innovation and transform…
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Executive Perspectives on Top Risks for 2022 and 2031 - with Mark Beasley and Jim DeLoach
35:43
35:43
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35:43Ongoing challenges triggered by a once-in-a-century airborne pandemic continue to unfold, reminding executives that the seemingly countless uncertainties in the market have triggered an overwhelming landscape of ever-changing risks they must manage. Staying abreast of emerging risk issues and opportunities is becoming increasingly difficult. Consid…
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Future of Cryptocurrency: EFTs and an Evolving Regulatory Regime-with Vlad Tasevski from Purpose Investments and Elliot Johnson from Evolve
34:22
34:22
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34:22In this episode, Jackie Sanz, Managing Director leading Protiviti’s Canadian Risk and Compliance solution, interviews Vlad Tasevski, Chief Operating Officer and Head of Product at Purpose Investments, and Elliot Johnson, Chief Investment officer and Chief Operation Officer at Evolve ETFs. Jackie, Vlad and Elliot discuss the current and future state…
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Preparing for the Quantum Threat to Cryptography and Cryptocurrency
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21:42
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21:42Cybersecurity continues to be a critical area of concern for organizations and virtually any leader you ask – board members, CIOs, CFOs, and many more. But as elevated as those risks are today, the real threat may be just around the corner, particularly concerning cryptocurrency. Crypto has been viewed as highly secure, but the rapid emergence of q…
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Riding a Hot IPO Market – Capitalizing on Opportunities and Managing Key Challenges
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15:15It has been an active and often wild ride in the IPO market over the past year. After a slow period during the heart of the initial COVID-19 crisis, market activity has reignited at a blistering pace, driven by optimism in the global economy and the emergence of special purpose acquisition companies, or SPACs, among other factors. There is ample ex…
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