Acquirers' Expectations and Firm Growth with Reyes Florez

FanCAStic Episode 13 is Live What are accounting firms really struggling with right now? In Episode 13, Christine Triantos, Deneen Dias, and John Stoddard unpack real conversations happening inside BILL regional salon dinners with some of the most progressive firms in the country. From AI overwhelm to advisory challenges, this episode covers: • Why firms are experiencing “AI fatigue” • How client expectations (and pricing pressure) are shifting • The biggest gaps in hiring and training advisory talent • What it really takes to move from compliance to CAS 2.0 If you’re navigating change in the accounting profession, this is a must-listen. Watch on YouTube https://lnkd.in/gBY82XTT Listen on Spotify https://lnkd.in/ge2V-zCr #FanCAStic #CAS #ClientAdvisoryServices #AccountingPodcast #FutureOfAccounting

Budgeting often fails not because of discipline, but because the advice doesn’t reflect how people actually live. In this final episode of the series, I share 7 practical budgeting strategies designed for real-world conditions — irregular expenses, financial stress and competing priorities. One of the most powerful tools available today is something many people are underutilising: AI as a personal financial partner. Used well, it can: • Identify spending inefficiencies • Suggest lower-cost alternatives • Support structured decision-making • Reduce cognitive load around money • Even assist with income optimisation This isn’t about complexity. It’s about creating systems that reduce friction and improve consistency. Financial literacy is no longer just knowledge — it’s leveraging the right tools to make better decisions, faster. 🎥 Watch the full episode: https://lnkd.in/e5896DuQ #FinancialEducation #MoneyManagement #Budgeting

In this episode of The AI Survival Guide: Business Edition, Kham Inthirath sits down with Elliott Perry, co-founder of Monty, to unpack how AI is transforming bookkeeping, tax readiness, and financial decision-making. This field report explores how Monty goes beyond basic automation to help businesses organize financial data, surface missed opportunities, and create greater trust in their numbers. The conversation highlights a broader shift in AI: moving from task automation to becoming a smarter financial layer that helps leaders make better business decisions faster, with more context and clarity.

If you think AI is just for writing listing descriptions, you’re already behind. On this week’s episode of Real Estate Elevated, host Cheryl Knowlton sits down with Park City agent and investor Wayne Levinson to unpack how he used AI to help homeowners cut $13.9M in property tax assessments—after only getting serious about AI last year. In the episode “AI, Tax Appeals, and Trust: What Modern Agents Really Do,” Cheryl and Wayne dive into how he: Turned a bold promise to buy out his employees’ homes into a 68‑property investment portfolio Built a custom GPT that reduced his tax appeal workflow from 3 hours to 15 minutes per file Uses AI to fight a mass appraisal system in a non-disclosure state that often overtaxes property owners Operates by one core principle: “Win–win–win or not at all.” This conversation shows what modern agents are actually doing with AI: protecting clients’ money, building deep trust, and scaling their businesses far beyond traditional buy/sell work. 🎧 Listen to the episode on Real Estate Elevated: AI, Tax Appeals, and Trust: What Modern Agents Really Do 🔗 https://lnkd.in/gTaj9TP2

"𝗜𝘁'𝘀 𝗻𝗼𝘁 𝗵𝘂𝗺𝗮𝗻𝘀 𝘃𝗲𝗿𝘀𝘂𝘀 𝗔𝗜. 𝗜𝘁'𝘀 𝗵𝘂𝗺𝗮𝗻𝘀 𝘄𝗶𝘁𝗵 𝗔𝗜 𝘃𝗲𝗿𝘀𝘂𝘀 𝗵𝘂𝗺𝗮𝗻𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁." Our co-founder Craig Kirkpatrick, CBDA a Cal grad and a member of the UC Berkeley Extension program went back to his roots, joining Jill Finlayson on the Future of Work podcast to talk about where AI fits in personal financial planning. And yes, Jill made sure to welcome him home with a "Go Bears." 🐻 Here's what stuck with us from the conversation. • AI is like a calculator that's right most of the time, but it won't tell you when it's not. The  skill isn't using it. It's knowing when to push back. • For maybe the first time ever, more experience is an advantage with a new technology. The deeper your industry knowledge, the better you can spot when AI gets it wrong. • And the bigger picture: AI is opening financial guidance to people who've never had access before. But as situations get more complex, human judgment still matters and that's where financial professionals become more valuable, not less. If you're thinking about where AI fits in your practice or your client conversations, this is a grounded listen. Where are you seeing AI change client conversations? We'd love to hear what's showing up in your practice. 🎧 Listen here: https://bit.ly/4aQnhhs

Being a businessman first, in tech, is still considered unusual. It shouldn't be. Piotr Mlodecki spent 13 years building operating platforms before he ever had CTO in his title. Finance background. Revenue focus. Numbers before stack. His take on where most companies are getting AI wrong is hard to argue with. Most organizations are treating AI like a faster version of what they already do. Same process. Less friction. Piotr's argument is that this is the wrong frame. If the process design is broken, AI just moves through the brokenness faster. And unlike before, there's nobody to blame. The tools work. The gap is in how you've designed the work. "Everything is feasible. You can just do it very wrong because now you have the abundance of tools." The ROI he's seeing at scale doesn't come from smarter answers. It comes from tasks that actually get done. Agents replacing repetitive back-office work. Goal calibration running continuously. Error correction that used to need three temps in the summer. None of that starts with AI. It starts with understanding the business well enough to define the job. Episode 413 of You've Been Heard - The Platform for IT Leaders is live. Follow and subscribe for real talks with real IT leaders, every week.

It was such a pleasure to sit down with Piotr Mlodecki, the Chief Transformation Officer who is currently navigating the fascinating intersection of finance, business administration, and cutting-edge technology. Piotr brings a refreshing, pragmatic perspective to how we should be viewing the "AI revolution," treating technology not as a shiny toy, but as a high-velocity engine for measurable business outcomes. During our conversation, we dove into some truly provocative shifts in the enterprise landscape: The Death of the "Shroud of Protection": Piotr explained how the old excuses for inefficient systems—like long development cycles or "the programmers didn't build what I asked for"—are evaporating. In an era where AI makes almost anything feasible, the responsibility falls squarely back on leaders to ensure their process architecture is impeccable. The Agentic Enterprise: We explored his hands-on experience in personifying AI agents—giving them "job descriptions," KPIs, and virtual seats on the organizational chart just like a junior employee. His approach of "failing fast and cheaply" to find where intelligent automation truly adds value is a masterclass in modern leadership. Piotr, I want to extend a sincere thank you for joining us and sharing your vision of a "technology-agnostic" future. Your insight into running for innovation rather than running away from competition is exactly the kind of energy we love to highlight. Thank you for your time and for sharing your expertise with me and the YouveBeenHeard.com community.

Delighted to share Panther Mountain's first white paper, on the subject of powering up your investor messaging to cut through market noise. And one secret to this approach -- you've got to make sure your message doesn't itself contain a lot of noise. The paper applies the common sense principles of Information Theory to the practice of investor relations, with the goals of making your story clear, concise, credible, and convincing. Interestingly, Information Theory is part of the intellectual framework for AI, but using LLMs to draft your slides and scripts may not be a smart move (not yet, anyway), if your team doesn't understand how investors think. Would love to hear your thoughts and experiences, including IR success stories and frustrations

Please join us at our AIX Ventures HQ or virtually on May 6th for a conversation on AI-enabled services. We’ll have a candid, in-depth discussion on how the combination of AI agents and domain experts is reshaping how work gets done, producing high-quality outcomes while reducing reliance on bloated teams, long timelines, and large budgets. When those constraints fall away, you don’t just get efficiency, you unlock entirely new ways to package, price, and deliver value. This group brings together perspectives across the entire stack driving this shift: Christopher Manning (GP at AIX Ventures, former Director of the Stanford AI Lab, and one of the most cited NLP researchers with 200k+ citations), helping shape the underlying infrastructure. Janel Thamkul, Deputy General Counsel at Anthropic, the company behind Claude, one of the leading LLMs being adopted in legal workflows today. She operates at the intersection of cutting-edge AI and real-world deployment, with a front-row seat to enterprise adoption (their recent legal-focused webinar drew 20k+ registrations). And founders like Sheng H. (AI-native consulting & due diligence, Solvea) and Kiran Singh (AI-native law firm, Arcos Labs), who are actively building and scaling AI-enabled services in production. From research to platform to application, this is a rare opportunity to hear perspectives across the entire stack. There’s a fundamental shift in how work is done and we’d love for you to be part of the conversation! Space is limited; details below:

Speed and scale used to be the hard part. Now it’s knowing what to do with what you have. At Greenbook’s IIEX North America, Material’s Allie Zack and Outset’s Sarah Runkle move past the AI-versus-humans framing to look at how judgment shapes an AI-native research stack. Real case studies and practical takeaways for teams rethinking how insight gets made. April 29, 2:45 ET. Event details: https://lnkd.in/gJwcVBZ5