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The team from Tech Advisor run through what you need to know to stay safe online, from VPNs and anti-virus to how to keep your personal data locked down.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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The Apple advisor aims to keep you informed about your Apple product this includes tips and tricks to make your device easier to use and other hidden features
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Join tech luminary Tara Reed and personal finance fanatic Katie Gatti Tassin as they blend innovation and financial liberation for modern entrepreneurs. Tara, the founder of a multi-million dollar tech startup, Apps Without Code, teams up with Katie, aka Money with Katie, to deliver unapologetic insights, actionable advice, a sprinkle of girl power and lots of fun. Get ready to master your money and become your own boss. New episodes drop every Thursday.
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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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An exploration and celebration of the technology industry. We discuss innovations, market trends, and hear from the passionate people on the front-line who are constantly pushing this industry forward.
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Accounting Apps Podcast| formerly Cloud Stories | Accounting Technology
Heather Smith | Accountant & Storyteller
*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights t ...
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Fast Charge is a weekly show from the Tech Advisor team on all things phones (and sometimes other stuff too). Dom, Toddy, and the rest of the team will be here every week to run through the latest news and rumours for all things Android and iPhone, along with reviews, rants, and more.
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The Ingram Micro Advisor podcast features real conversations about technology with in-depth, educational content for VARs and MSPs looking to expand their practices, improve ROI and stay informed.
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Federal News Network Executive Editor Jason Miller talks to federal chief information officers about the latest technology trends and issues facing their agencies.
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Financial and retirement guidance from Leo Irizarri, financial advisor with Wealth Transfer Consultants in Tampa Bay, FL.
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In a tech startup, how do you get from an idea on the back of a napkin to a fully functioning product? Code Story is a podcast featuring tech leaders, reflecting the roads they travelled and the products they created. On the show, we interview tech visionaries, digging into the critical moments of what it takes to change an industry, and build (and lead) a team that has your back.Hosted by Noah Labhart, this show is a window into the digital startup world. In their own words, tech veterans s ...
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The Tech Space interviews leaders and influencers from the European tech world, gaining their insights and perspectives in this dynamic and ever-changing space. The Tech Space is brought to you by Alex Partners, a European, founder-led, executive search consultancy based in Lisbon and London. Alex Partners work exclusively with some of Europe’s most innovative, high-growth, investment-backed, technology businesses in building their teams.
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“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
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Calling all tech entrepreneurs on a quest for empowerment and success! Your journey just found a new compass in the vast sea of possibilities - the Tech Business Roundtable Podcast! Embark on a thrilling adventure with the Tech Business Roundtable (TBR) podcast, where we foster a dynamic global community that opens doors to limitless opportunities for tech entrepreneurs like you. Join us as we dive headfirst into enthralling discussions, extracting priceless insights from thought-provoking i ...
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The Social-Engineer Podcast is about humans. Understanding how we interact, communicate and relay information can help us protect, mitigate and understand social engineering attacks
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The GDPR Guy - the podcast dedicated to all things privacy, hosted by Carl Gottlieb - the trusted privacy advisor to leading tech companies, helping them gain maximum advantage through the right privacy strategy. Each episode Carl will be providing information, insights and inspiration to help you on your privacy journey. There'll be regular interviews with leaders in the tech industry about how privacy and security are an essential part of their world. You’ll find show notes and useful reso ...
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Almost every other day, news headlines flash, “FRAUD.” But are we getting the whole story? Fraud in the Office is a comical, murder mystery style podcast uncovering secrets deep within the fraud and its ultimate demise. Come ready to be amused as we discover together “the Who, the How, and the What Now”.
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Welcome to the Channel CEO podcast, which brings together thought leaders and innovators revolutionizing the IT industry. Host Kevin Lancaster is a serial tech entrepreneur, angel investor, and strategic advisor to several high-growth tech companies focused on the channel. We sit down with “IT superheroes” each week to cover various topics. I will cover topics ranging from social selling and marketing to creating influence. And we will dig deep into their journey as entrepreneurs, how they v ...
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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Listen in as we share secrets, experiences, practices and insights from some of the world’s best learners and leaders both inside and outside the L&D industry. I hope no one’s listening, but if you are, definitely share it.
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The Startup50K podcast is an interview series for entrepreneurs, startup founders, corporate innovators. An app developer (the show host) and (often) a tech investor or advisor interviews a startup founder or corporate product owner building a tech company, an innovative new product or an interesting technology. In each show we talk about; raising capital, tech trends, working with developers, hiring staff and building world-changing companies.
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How can your company capitalize on IoT today? Tune in every other Wednesday to learn how to navigate the IoT ecosystem and identify proven solutions that will have an effect on your bottom line. Go from proof-of-concept to enterprise-wide deployment and monetize the Connect World.
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This podcast features interviews of CTOs and other technical leadership figures and topics range from technology (AI, blockchain, cyber, DevOps, Web Architecture, etc.) to management (e.g. scaling, structuring teams, mentoring, technical recruiting, product etc.). Guests from leading tech companies share their best practices and knowledge. The goal is to support other CTOs on their journey through tech and engineering, inspire and allow a sneak-peek into other successful companies to underst ...
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Insights, stories & inspiration from a Golden Age of Creativity, Opportunity and Innovation
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Today we welcome special guest Siara (pronounced Sai-ra) Nazir, who is Head of Digital Marketing at Autodesk - a company we are all familiar with because of products like Autocad (that is just one of the hundreds of its brands of course)…Siara herself has been a marketer for close to two decades, and has done it all, from above the line to below the line and now digital marketing. We’re excited to be speaking with a practitioner to get a different perspective on martech and the challenges th ...
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Reimagine what cloud can do for your business. The On Cloud podcast decodes the state of cloud computing in the enterprise today with leading practices, real-world examples, and candid advice from industry leaders and specialists. The podcast features leading industry innovators who deliver their unique perspectives and insights around the technology, business, and culture of cloud to help you achieve your cloud goals and engineer your possible.
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“Growth” has inundated the tech scene, but for many of us, it’s really just a phrase (and few can actually explain what it means). Drift’s Senior Product Lead, Matt Bilotti, is tired of just nodding and smiling at the term. So every other Wednesday, he meets with other growth experts for 30 minutes to learn how they drive revenue through all sorts of growth strategies, tactics, and channels. Tune in for insights from companies like Shopify, Disney+, and Github.
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Technology is reshaping our cities—often without permission and sometimes without a clue. Hosted by urban innovation expert Molly Turner and startup advisor Jim Kapsis, Technopolis asks the questions nobody is asking about what needs to change for tech to help solve more problems than it creates.
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Each week, Vanity Fair special correspondent Brian Stelter examines the powerful forces driving today’s news and politics. Through incisive conversations with newsmakers, journalists, politicians, and Vanity Fair’s own experts, Stelter reveals the story behind the story. Share your thoughts via our Listener Survey here: https://selfserve.decipherinc.com/survey/selfserve/222b/75187?pin=1&uBRANDLINK=5&uCHANNELLINK=2 For more from Inside the Hive, visit vanityfair.com/podcast/inside-the-hive
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A collaboration of business services and professional growth, we are dedicated to connecting the very best minds and insights in Australia in order to achieve greatness together.
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A question and answer podcast. Tools, tips, and resources to help you live your best financial life possible. Hosted by New York Times bestselling author, fin-tech founder, and a former top financial advisor, Tom Anderson.
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Tribe of Mentors is a short-form podcast series from Tim Ferriss, one of Fast Company’s “Most Innovative Business People” and an early-stage tech investor/advisor in Uber, Facebook, Twitter, Shopify, Duolingo, Alibaba, and 50+ other companies. The show highlights short life advice from the best in the world. The Observer and other media have named him “the Oprah of audio” due to the influence of his podcast, The Tim Ferriss Show, which has exceeded 500 million downloads and been selected for ...
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MQL5 Expert Advisor Algo Trading for Metatrader5
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A pithy take on the week's tech news, followed by interviews with industry guests. Hosted by Forbes Tech Columnist, Professor Charlie Fink, Rony Abovitz, Founder of Magic Leap, and Ted Schilowitz, Futurist at Paramount Global. Hosted on Acast. See acast.com/privacy for more information.
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The Fixed Ops Roundtable, hosted by Ted Ings, is your source for cutting edge information, technology, and best practices from leaders and innovators in the retail automobile industry. Enjoy weekly episodes featuring expert interviews that originally aired during Ted Ings popular Fixed Ops Roundtable live and virtual events.
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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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The Texas VC Podcast hosted by @texasvc interviewing the leaders of the Texas entrepreneurial community.
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Centered on opening a conversation about the human side of leadership, Leila Ansart speaks with business and tech leaders about how they navigated uncertainty and setbacks and found the inner strength to persevere, despite huge challenges. Hosted by Leila Ansart, ACC, CEO, Executive Coach and Leadership Advisor
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Advisors, Peers and Community with Tech Founder Gina Bianchini
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In this episode: Gina Bianchini, CEO of Mighty Networks, joins Tara and Katie to discuss the importance of building a community with your customers Community > content on social media platforms Advisory Boards 101: What to and (not to do) when starting a board for your business Tara’s learnings from building her own advisory board PLUS Katie and Ta…
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Deep Tech Founder, Advisor, Consutant, Investor: A journey with Daniel Gonzalvez
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In this engaging conversation, Daniel Gonzalez shares invaluable insights into deep tech entrepreneurship, advising, consulting, and investing. He emphasizes the importance of collaboration and consensus-building in navigating challenges within the tech industry, highlighting the need for coordination between research centers, startups, talent, and…
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🔄 Automating and simplifying the complexities of Lease Accounting | Adam Riches
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Today I’m speaking with Adam Riches, CEO & Co-Founder of Netgain In this episode, we talk about . . . - Adam Riches discusses the new lease accounting standards IFRS 16 and ASC 842, and how Netgain helps clients navigate the complexities - Riches shares how Netgain automates lease data extraction from contracts using AI to save accountants time - T…
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The Enduring Power of the 60/40 Allocation
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Diversification is a core principle of sound investing, but building a diversified portfolio is much easier in theory than in practice. In the recently published “2024 Diversification Landscape,” portfolio strategist Amy Arnott of Morningstar took a deep dive into the diversification potential of several major asset classes. As advisors build their…
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The multi-trillion-dollar ESG fund industry faces a regulatory problem. By the end of 2025, funds with net assets of $1 billion or more must comply with the amendments to SEC Rule 35d-1, better known as the “names rule.” It requires funds with names that include ESG terms have at least 80% of the fund invested in assets that aligned with those term…
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In this episode, I’m joined by Jenny Muhlwa, a Leadership Consultant and Coach, and the creator of the world's first open programme for women to understand how they can lean into their strengths and show up effectively depending on what stage of their hormone cycle they are in. Being able to communicate effectively about what will work best for you…
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📣 Live from the Festival of Accountants and Bookkeepers!
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Heather Smith shares interviews from the Festival of Accountants and Bookkeepers in Birmingham, including conversations about launching a UK version of XBert, the funding journey of a founder, updates on Sage products, and Richard Sergeant's advice for vendors. Insights cover compliance, automation, growth and more. - Interview with Will Rush - GM(…
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Today’s technology-driven landscape makes it easier than ever for RIAs to embrace automation across their tech stack and supercharge their businesses. Advisors can save time and minimize errors by using trading and rebalancing tools, portfolio management and CRM systems to manage accounts. Automation in data analysis also frees up time to provide m…
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When asked about his life outside of tech, Björn Kolbeck stated "Is there anything outside of tech?". He has made his hobby into his job, being exposed to his first computer at 11 and dreaming of being a programer. Outside of tech, he is a father of 2 kids. He loves going to the gym and traveling, which he mentioned was a luxury at his current vent…
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Confessions from a Forbes 30 Under 30 Alumna: Does Forbes 30 Under 30 Actually Help Your Career?
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In this episode: Katie gets the scoop from Tara, a Forbes 30 under 30 alum, on how to actually make the list Tara’s experience with applying (and no she didn’t pay to get in) Why making the list isn’t all that as an entrepreneur How the 30 under 30 campaign is a money making machine for Forbes How to use your ego to drive growth for business in leg…
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The If, When, and How to Of Venture Capital
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By Naren Arulrajah
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“You Can’t Believe This Happened”: A “Surreal” Trial and Tabloid Tales of Donald Trump
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On this week’s Inside the Hive with Brian Stelter, Vanity Fair writer Dan Adler and Hollywood Reporter special correspondent Lachlan Cartwright examine Donald Trump’s sordid relationship with David Pecker, the former National Enquirer executive at the center of the ex-president’s criminal hush money trial in Manhattan. Adler and Cartwight, both rep…
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The Power of RILAs in Retirement Planning
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With nearly 4.5 million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevity, inflation, volatility, and emotions. We will discuss new research by Dr. Wade Pfau, professor at The American College of Financial Services. He did this research on behalf of Equitable to look at …
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Oracle’s Oracle Corporation Japan announced that it plans to invest more than $8 billion over the next 10 years to meet the growing demand for cloud computing and AI infrastructure in Japan. NetSuite announced a series of new product innovations to help businesses in the UK optimize finance processes, expand insights, and increase efficiency. SAP a…
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AI, Threat Security, and a New Paradigm with Syn Cubes
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In this episode, CEOs Dragos Stanescu of Syn Cubes and Kevin Lancaster discuss the evolving landscape of offensive security testing and its pivotal role in safeguarding systems against modern cyber threats. From the early days of security testing to its transformation into offensive security testing, Dragos shares insightful anecdotes and pivotal m…
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Developing a Migration Strategy from WorkflowMax by Xero
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Today I’m sharing with you a webinar I hosted on behalf of Projectworks and WorkGuru that provides an overview of alternatives to WorkflowMax by Xero as it reaches end of life 26 June 2024. The panellists who joined me were: Heidi Seal Ops Consultant at Business Sense (NZ) Matthew Peng Founder at Business Continuum Matt Hayter Co-Founder at Project…
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04.23.24 MakersHub: Making AP Unbelievably Enjoyable
54:39
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Charlie and Phong, co-founders of MakersHub.ai joins us to demonstrate a new, simple, and very powerfully robust AP and Receipt Management tool that works bi-directionally with QuickBooks Online AND Desktop QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michel…
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Democracy as a Factor in International Investing
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Large international index funds do not account for geopolitical risk. Corruption has costs, and in this age of conflict with rising tensions in the Middle East, Russia, Ukraine and elsewhere, investors are faced with a daunting landscape while US markets are near highs. Should investors ride the momentum or transition and rotate to sectors that rep…
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Matt Hocking has a background in design, and started off as a graphic designer in Australia. He moved into lecturing while running a design school, which led him to New York and the startup community. He is a multi founder, which led him to his current venture. Outside of tech and startups, he is a family man, and loves to spend time with his kids …
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From Concept to Scale: Unveiling the Art of MVP Transformation with Adi Behlulovic
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In this podcast episode, Ryan Davies hosts Adi Behlulovic to explore the journey from MVP to full-scale product in the startup world. They discuss tech stack considerations, collaboration, networking, overcoming challenges, and offer valuable advice for founders.By Naren Arulrajah
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ERP Imp Case Study Series: Private Equity Platform Companies - The ERP Advisor Podcast Episode 98
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Private equity-backed companies implementing a platform strategy can face complexities when selecting a single ERP. How can Private Equity firms define the best ERP strategy for their portfolio companies? And how can they overcome the barriers to a successful implementation, especially when migrating two or more companies into a new ERP simultaneou…
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Ep. 256 - The SE ETC Series - 2024 State of Vishing Report Analysis with Chris and Dr. Abbie
24:59
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Welcome to the Social-Engineer Podcast: The SE Etc. Series. This series will be hosted by Chris Hadnagy, CEO of Social-Engineer LLC, and The Innocent Lives Foundation, as well as Social-Engineer.Org and The Institute for Social Engineering. Join Chris as he discusses topics and news pertaining to the world of Social Engineering. [April 22, 2024] 00…
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Sara Hoagey: Don't Lose an Employee for $2 per Hour
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Sara Hoagey and staff have been in the automotive industry since 1999 and held every position in a dealership from variable to fixed operations. As the CEO of EliteBDC, Sara is at the forefront of revolutionizing customer engagement in the automotive sector through innovative technologies and personalized approaches. 👉 Register for the upcoming Fix…
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Strategic Lifestyle Planning for Success with Marc Sydow
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We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end in mind. He delv…
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The hosts are all over Meta's release of the new MetaAI with Llama 3, now integrated across all of Meta's brands, and totally free, bringing an exceptional multimodal (does images with short animation) to nearly 4 B users. That's half the planet. Adobe is upgrading its Premiere editing suite, adding Sora for B roll, in-painting (for removing or add…
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Let’s explore the world of cash. One year after the collapse of SVB, fiduciaries need to understand the cash management platforms on the market, including the fine print that can make or break a client relationship. The right platform will help the advisor provide more holistic advice and grow their AUM organically. My guest will discuss what advis…
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Tech Update: Rene Morkos, Alice Technologies
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Welcome back listeners. Today we have a return guest on the podcast, Rene Morkos, the Founder & CEO of Alice Technologies. If you recall our conversation with Rene from Season 7, April 6th 2023, he and his team are building algorithms to disrupt the construction industry, through project optioneering and construction optmization. Today, he returns …
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Business Debt 101: When to Use Debt, Equity Financing and SBA Loans to Scale Your Business
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In this episode: Business Debt 101: when to use debt to scale your business Tara’s experience with debt and how Apple almost ruined her marketing strategy Debt vs Equity Financing SBA Loans: How to tap into Uncle Sam’s foolproof-ish loan program Invest, Acquire, Compete: Tara’s plan for taking on Elon Musk’s companies This video is brought to you b…
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Leading with Purpose: Building and Scaling a Tech Startup
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In this insightful podcast episode, host Ryan Davies engages in a captivating discussion with Ashwin Madhavan, CEO of vidBoard.ai, exploring the theme of "Leading with Purpose: Building and Scaling a Tech Startup." The conversation delves into Ashwin's entrepreneurial journey, emphasizing the importance of staying grounded, adapting to market needs…
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25 Years After Columbine: Why The Massacre Was a Turning Point for America
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Host Brian Stelter checks in with Vanity Fair’s Dan Adler, who describes the strange scene at Donald Trump’s hush money trial. Then Stelter speaks with “Columbine” author Dave Cullen about the 25th anniversary of the Colorado school shooting. Cullen discusses what changed, and what didn't, about American culture, police practices and gun laws. He a…
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LFP249 – Radical Innovation in a Cross-Domain Fashion w/Ani Sane co-founder Terrapay
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One major way of innovating is to move into a domain with transferable and out of the box skills/ideas/technology. This presents obvious opportunities for radical change yet naturally produces equally obvious challenges. In this episode we look at how 4 co-founders created a payments infrastructure Fintech that now connects an amazing 7.5 billion b…
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#99 -Team Topologies 101 feat. Matthew Skelton, co-author of Team Topologies
1:07:30
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A CTO’s Primer to Value Flow, Continuous Stewardship and Decoupling in Time Lead a more humane and effective organisation with inspiration from Matthew Skelton, co-author of Team Topologies. Inspired by system design💠, cybernetics🤖 and neuroscience 🧠, Team Topologies allows CTOs to structure their teams in a more humane way that reduces cognitive l…
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Deloitte's Bill Briggs, Nicola Johnson, and Mamoun Hirzalla break down Google Cloud Next 2024
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At Google Cloud Next 2024, Google announced enhancements to Gemini and Model Builder, as well as efforts to reduce hallucinations and improve model accuracy.By Deloitte US
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Deltek unveiled Dela, its AI-powered, intelligent business companion. QAD released the latest enhancements to its comprehensive suite of Adaptive Applications. ECI announced that its job shop product, JobBOSS2, has now integrated uniPoint to deliver advanced quality management and enhanced customer service. Microsoft announced new Microsoft Dynamic…
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Welcome to FRAUD IN THE OFFICE –a true fraud podcast. I’m Matthew Rekers alongside the truly heroic Ironman 2, Jeff Hare with no hair, and the oh so charming, voice of reason Kacey V. How do ordinary people steal extraordinary amounts of money from big companies? Tune into FRAUD IN THE OFFICE and discover the WHO, THE HOW, and THE WHAT NOW. This we…
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Simplifying MSP Operations: A MSP360 Vision for an Efficient Security 1st Platform
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In this episode of The Channel CEO with Kevin Lancaster, we explore the world of MSP operations with our guest, Brian Helwig, CEO of MSP360. Join us as we explore Brian's vision for simplifying MSP operations through the MSP360 platform, which prioritizes efficiency and security. With a focus on backup solutions and endpoint protection, MSP360 empo…
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RSPA Trusted Advisor Ep. 110: Brad & Owen Lucas Find Sweet Spot of Brotherhood, VAR Leadership
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In Episode 110 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks leadership with brothers Brad Lucas and Owen Lucas of VAR Lucas Systems, named one of the Best Places to Work in South Carolina. Brad, the company President, and Owen, Vice President of Operations, discuss what drives them to improve their family business, what activities have expand…
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Michael Hummel has a different perspective on tech and startups than most people in this realm. His background dis in marketing, and prior to his current venture, he was running a lead gen marketing firm. Outside of his professional life, he is married, living in Puerto Rico, and has a miniature husky. He has picked up spearfishing - which sounds w…
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Lessons Learned from Jason Schuy's 30 Years in Business: From Startup Struggles to Industry Success
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In this insightful podcast episode, Jason shares invaluable lessons from his entrepreneurial journey spanning over 20 years. He discusses the importance of fostering a culture of excellence and compassion within the company, emphasizing the significance of hiring exceptional individuals who are committed to the vision and willing to go above and be…
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The Defender's Journal Episode 11 - Hilary Walton (Technology Strategist at Microsoft & ex-CISO at Kordia Telcommunications)
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Welcome to the ELEVENTH episode in our series! We'll be digging deeper into the lives and minds of leading professionals in the cyber security space. We're also pulling the curtain back on some of their stories, motivations and tips to ensure long-term success. This week our incredible guest is Hilary Walton, and here is her journey... + a link to …
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Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the events that took place internally following backlash from Altruist advisors over a poorly communicated fee schedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlights the value of listening to customers. ABOUT AL…
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