INTERVIEWS WITH LEADERS IN ACCOUNTING AND FINTECH!
INTERVIEWS WITH LEADERS IN ACCOUNTING AND FINTECH!
A podcast about finance, accounting, and technology! Listen to interviews from major publications like the WSJ, Fortune, Forbes, Accounting Today, and AccountingWeb. Gain insights from leading voices in the accounting profession like Randy Johnston, Jody Padar, Geraldine Carter, Donny Shimamoto, and Twyla Verhelst. Discover the secrets to success from CEOs, entrepreneurs, and thought leaders to help you grow both professionally and personally.
OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD
ChatGPT and AI Implications
Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter...
Kickoff 2023 & Best of 2022 – Part 2
In part two of our year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen to accounting and...
The Best Insights & Inspiration From 2022
In this year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen as you hear from accounting and...
Risk Aware – Recession, Deglobalization, Ukraine/Russia War, and FTX
Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A...
Utilizing AI & Business Intelligence – CAS 2.0
In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting...
CPA & Money Coaching – Advising Women & Forming Strategic Partnerships
WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn: Connect with Deborah Daniel Connect with Diane Young Connect with Rory...
Tax Planning to Supercharge your Business
Rory Henry speaks with Jackie Meyer, Founder of Concierge Certified Accountant and TaxplanIQ to talk about how to supercharge your...
Taking the Capital Pain out of Capital Gains: Opportunity Zone Program
Rory and Rob speak with Nationally Recognized OZ program influencer Blake Christian of HCVT. Listen as Blake covers the basics...
OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD
ChatGPT and AI Implications
Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter Wen of Tallyfor about ChatGPT and AI. Discover what they say about the history of AI within the profession and how practitioners can utilize the latest AI developments to enhance...
Kickoff 2023 & Best of 2022 – Part 2
In part two of our year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen to accounting and wealth management thought leaders talk about sentiment analysis, tax planning, behavioral finance, opportunity zones, AI, advising business owners and much more. Listen to clips from the following guests: Blake Oliver and Warren...
The Best Insights & Inspiration From 2022
In this year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen as you hear from accounting and wealth management thought leaders talk about everything from talent to tax loss harvesting to pricing and private equity. Get commentary from the following great guests:
Risk Aware – Recession, Deglobalization, Ukraine/Russia War, and FTX
Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A Demon of Our Own Design, and current Co-Founder of Fabric a platform for risk-aware portfolio design. In this episode, listen as Rick talks about his time at the SEC and...
Utilizing AI & Business Intelligence – CAS 2.0
In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting Services: The Definitive Success Guide. Hitendra discusses the history of CAS, how it has evolved to CAS 2.0, and how accountants are utilizing data intelligence to assist business owners in...
CPA & Money Coaching – Advising Women & Forming Strategic Partnerships
WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn: Connect with Deborah Daniel Connect with Diane Young Connect with Rory Henry Learn more about Arrowroot Family Office Charter Accounting CPA & Money Coaching - Advising Women & Forming Strategic Partnerships Rory Henry is joined by Diane Young, Partner at Arrowroot Family Office, as they talk...
Tax Planning to Supercharge your Business
Rory Henry speaks with Jackie Meyer, Founder of Concierge Certified Accountant and TaxplanIQ to talk about how to supercharge your firm through tax planning. Listen as Jackie talks about helping firm owners save clients tens of thousands to hundreds of thousands of dollars through her tax planning solution. Discover why...
Taking the Capital Pain out of Capital Gains: Opportunity Zone Program
Rory and Rob speak with Nationally Recognized OZ program influencer Blake Christian of HCVT. Listen as Blake covers the basics of investing in Qualified Opportunity Zones ("QOZs"). Discover how the program allows for the deferral of tax on an existing capital gain, the potential for tax reduction on that gain,...