Кращі подкасти про Operational Finance Integration (2024)

1
Rod Peters from Eventum Optimum 35:38

1d ago35:38

35:38

Soonah and Karen work without a net for the first time as they welcome their first guest onto the show. Rod Peters from Eventum Optimum brings his expertise to Margin Maximizers, and this episode shouldn't be missed. A little about Rod - Rod commenced work as an accountant in public practice before moving to ASIC as a financial investigator for 7 y…

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Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig 53:08

3d ago53:08

53:08

In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there's no drop in service. Sometimes there's a personality mismatch. Sometimes goals aren't aligned. Sometim…

1
The Connector Podcast - AI-Powered Compliance and Wealth Management: Comark's Jean-Baptiste on Navigating Benelux and French Markets 12:23

7d ago12:23

12:23

Unlock the transformative power of artificial intelligence in wealth management with insights from Jean-Baptiste Deaux from Comarch! This episode promises to reveal how AI is revolutionizing the sector by enhancing decision-making, optimizing portfolios, and significantly automating tasks to boost efficiency and accuracy. Listen as Jean-Baptiste un…

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How Amazon Scaled Payroll for 1.7 Million Employees | Gregory Harmer 1:04:32

8d ago1:04:32

1:04:32

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

1
The Clip Show 20:07

15d ago20:07

20:07

For the ninth episode of Margin Maximizers, we try something slightly different with a CLIP SHOW—a little "best of" that takes you behind why Karen and Soonah started Margin Maximizers. We discuss: One Source of Truth The User Experience Common Pitfalls At the end of the episode, we have a sneak peek of what's up next—spoiler alert—it's a guest! If…

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Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi 43:20

17d ago43:20

43:20

Guest: Lisa Salvi, Managing Director, Advisor Services at Charles Schwab. In a Nutshell: If you could start from scratch and sketch out what the ideal advisory practice looks like, what would you come up with? Lisa Salvi and her team have developed just such a blueprint for what the most successful firms at Charles Schwab are doing to manage and gr…

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The Connector Podcast - Future-Proofing Mortgages: OPER's Vision for Digital Transformation and AI Integration with CEO Geert 15:13

17d ago15:13

15:13

Are you ready to revolutionize your approach to mortgages? In our latest episode, we sit down with Geert, OPER's visionary co-founder and CEO, to uncover the future of mortgage digitization. Geert takes us on a fascinating journey from his days as a management consultant to his current role in the fintech industry. We tackle the pressing issues of …

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The Connector Podcast - Unchain Fintech Festival - European Digital Finance Association (EDFA) - Revolutionizing Cross-Border Lending: Mifundo’s AI-Driven Financial Solutions with Keiu Kalaus 41:48

21d ago41:48

41:48

Unlock the secrets of cross-border financing in Europe with Keiu Kalaus, the brilliant Chief Product Officer at Mifundo. From her unexpected career pivot from a Spanish translator to a leading innovator in the financial sector, Keiu’s journey is nothing short of inspiring. We dissect the barriers to cross-border lending within the EU, enriched by K…

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The Connector Podcast - Unchain FinTech Festival - European Digital Finance Association (EDFA) -Transforming Corporate Finance with Blockchain: Insights from Fipto's Patrick on Global Team Leadership and ... 46:14

21d ago46:14

46:14

What if blockchain technology could revolutionize corporate financial flows and save significant costs? In this episode, we promise you’ll uncover the secrets behind this transformative potential with Patrick, a seasoned fintech expert. Patrick’s unique journey, shaped by his bilingual upbringing in France and the Netherlands, has taken him from M&…

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The Connector Podcast - - Unchain FinTech Festival - European Digital Finance Association (EDFA) - Mastering Fintech Growth: Robert's Insights on Legal, Technical, and Strategic Excellence with Paynovate ... 46:55

21d ago46:55

46:55

Could understanding the intricate balance of management, coding, and legal expertise be the key to fintech success? Join us as we sit down with Robert, the dynamic founder and CEO of Paynovate, who has journeyed from studying business management, law, and computer programming to revolutionizing the electronic money sector. Robert opens up about his…

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What National Payroll Week 2024 Really Means for the Industry 34:04

22d ago34:04

34:04

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

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Breaking the Barriers - Outsourcing your Finance Dept. 34:29

29d ago34:29

34:29

In this eye-opening episode titled "Breaking Barriers - Outsourcing your Finance Dept." we delve into the transformative impact that outsourced CFO and FC services are having on the financial management of small to medium businesses. Starting with an overview of the traditional in-house model, the episode shares compelling real-life examples of bus…

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The Connector Podcast - Pioneering Sustainable Finance: How Matter's Innovative Analytics Blend Impact and Performance with Niels from Matter 15:31

29d ago15:31

15:31

Can sustainability and finance truly coexist without sacrificing one for the other? Find out as we sit down with Niels, the visionary co-founder and CEO of Matter, a Denmark-based fintech company revolutionizing sustainability data analytics. Niels' impressive journey from the United Nations to co-founding Matter provides a unique perspective on ho…

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How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years 1:17:43

1M ago1:17:43

1:17:43

Guest: Erin Scannell, Chief Executive Officer of Heritage Wealth Advisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Four years later, Heritage has doubled to $4 billion in AUM, and Erin is in charge of over 80 team members, including 20 advisors and a robust s…

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The Future of Payroll Technology: AI, Automations and Latest Innovations with Kavitha Radhakrishnan 48:51

1M ago48:51

48:51

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

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The Connector Podcast - Successfully Scaling Startups: Insights from Liesl at BBD on Sustainable Growth and Efficiency 19:10

1M ago19:10

19:10

Have you ever wondered how startups manage to scale successfully without falling apart? Join us as we welcome back Liesl from BBD, who shares invaluable insights into the transition from startup to scale-up, revealing the common pitfalls and how to navigate them. Liesl underscores the importance of moving beyond "just for now" technical decisions a…

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The Connector Podcast - Revolutionizing Cash Management: The Open Banking Solutions of Exthand with Jean-Gabriel and Andrew 15:52

1M ago15:52

15:52

Have you ever wondered how cutting-edge technology can transform the financial landscape? In this episode of the Connector podcast, we bring you an exclusive conversation with Jean-Gabriel and Andrew from Exthand. They unravel the fascinating story of their company’s rise from its inception in 2018 to becoming a pioneer in open banking solutions. J…

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Pay Gap Reporting, Zero-Hour Contracts, and Pension Planning (Latest In Payroll Legislation) 1:29:38

1M ago1:29:38

1:29:38

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

1
The Power and Connectivity of a Skilled CFO and FC for your Business 32:36

1M ago32:36

32:36

In this latest episode of the Margin Maximizers Podcast, Soonah and Karen explore the symbiotic roles of the Chief Financial Officer (CFO) and Financial Controller (FC). Together, they explore how CFOs and FCs collaborate to enhance strategic business decisions and financial operations. The discussion starts with a clear definition of each role, fo…

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Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints 51:52

1M ago51:52

51:52

Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. Dr. Shay is also the owner of Shades of You Counseling and Consulting. In a Nutshell: Every family is unique, and no family is perfect. The dynamics, positive and negative, that exist between loved one…

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Top 5 Emerging Technologies Transforming Payroll Management with Benjamin Talin 1:05:36

2M ago1:05:36

1:05:36

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

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The Margin Maximizers Focus - Part 2 52:07

2M ago52:07

52:07

In Part 2 of the Margin Maximizers industry focus episodes we look at three more areas that the team will focus on. Construction, Manufacturing and Agriculture. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au…

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Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig 46:57

2M ago46:57

46:57

Guest: Amy Koenig, a financial advisor coach and the Chief of Operations at ROL Advisor. In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems manual that was a key part of our coaching offering b…

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The Secret to Effective Global Payroll Management with David McAlister 49:13

2M ago49:13

49:13

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

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Important Payroll Legislation Updates You NEED to Know 1:33:00

2M ago1:33:00

1:33:00

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

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The Margin Maximizers Focus - Part 1 51:14

2M ago51:14

51:14

In the latest episode of Margin Maximizers, Karen and Soonah explain the first three Industries they aim to focus on and why they chose those industries. This is a two-part episode; next week, we will look at the next three, but today, we will look at E-Commerce, Engineering, and Trade Services. If you think your business could use the help of the …

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From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick 50:27

2M ago50:27

50:27

Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our physical health and the stress that we carry around with us every day. Today's show is a bit different from my usual focus on financial advisor practice management. Shannon and I dive deep into the topic …

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Zack Ober | The Intersection of Business Leadership & Operations in Data 48:42

3M ago48:42

48:42

In this episode, we delve into the dynamic intersection of business leadership, operations, and data analytics. We introduce our guest, Zack Ober, founder of Simple Data Solutions LLC, highlighting his extensive background in analytics and entrepreneurship. We begin with Zack’s professional journey, from his early days as a Data Analyst at TV Time …

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The Connector Podcast - Transforming Regulatory Reporting: How Qvonto Simplifies Compliance for Fund Reporting 14:33

3M ago14:33

14:33

Have you ever wondered how complex regulatory requirements can be transformed into user-friendly, visually appealing reports? Gain exclusive insights from Sinan Gabel, CEO and founder of Qvonto, and his partner Christian Lysholm, CCO, as they walk us through Qvonto's groundbreaking approach to simplifying regulatory reporting for clients in Luxembo…

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The Future of Global Payroll Systems (PaySpace Acquired by Deel) 53:06

3M ago53:06

53:06

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

1
2024 Payroll Legislation Updates Every Business Should Know 1:30:08

3M ago1:30:08

1:30:08

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

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How to Attract and Retain Top Payroll Talent with Deborah Piacitelli 48:32

3M ago48:32

48:32

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

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From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr 53:29

3M ago53:29

53:29

What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? On today's show, Matt Ackermann and Andree Mohr discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies those lessons to what we do as advisors.…

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Financial Fumbles and their Solutions 47:03

3M ago47:03

47:03

Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experience…

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Key Insights and Takeaways from the 42nd Annual Payroll Congress (Part 2) 37:56

3M ago37:56

37:56

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

1
One Source of Truth 41:12

3M ago41:12

41:12

In this episode, we unpack - One Source of Truth and discuss what a deep dive into a client’s financials looks like. Karen and Soonah share the roles that they play in the Margin Maximizers' experience and how they define that One Source of TruthResonance Media Agency

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Key Insights from the 42nd Annual Payroll Congress (Part 1) 57:47

3M ago57:47

57:47

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

1
Nash Bober | The Ins and Outs of Data Leadership 39:41

4M ago39:41

39:41

Ever wondered what it takes to be a data leader? In episode 18 of Data & Impact, we dive deep with Nash Bober, local Columbus, Ohio Area data leader. Interestingly, Nash and Christian share a similar background academically and have oriented their careers in a similar manner: Marketing, IS, data strategy and leadership as a core focus. We explore t…

1
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience 1:18:50

4M ago1:18:50

1:18:50

Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom has held leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management. In a Nutshell: Tom and I explore three themes that are crucial to all advisors' success: org…

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Payroll Leaders Reveal Key Strategies for Achieving Payroll Success | Ana Laiu & Ian Hodson 1:06:46

4M ago1:06:46

1:06:46

Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…

1
The User Experience 44:13

4M ago44:13

44:13

In episode two of Margin Maximizers, we unpack the user experience for new clients. A good and thorough onboarding process is essential to achieving positive outcomes; Soonah and Karen talk us through what their individual roles look like for new clients. If you think your business could use the help of the Margin Maximizers team, reach out to the …

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The Future of Payroll: AI, Data Reporting, and New Regulations Explained 1:26:00

4M ago1:26:00

1:26:00

This episode was taken from a live recording of the Payroll Question Time April ‘24 Webinar. Join your host Nick Day on today’s episode of the Payroll Podcast as we dive deep into the latest payroll insights with industry experts Karen Thompson, Simon Parsons, Richard George, and Andy Nicholls. In this episode, we explore a variety of topics, from …

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