The Capital Markets FinTech Forum by ipushpull provides regular industry news, interviews and discussion on hot topics impacting our sector. Being a fintech gives us a unique perspective on the market as well as access to the views of leading banks, brokers, traders, asset managers and data services businesses. Whether you're interested in APIs, data distribution, chatbots or workflow automation, we aim to bring you interesting perspectives and insight from across the financial services sect ...
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Compliance Workflows Podcasts
Listen to subject matter experts from Fluke Biomedical and RaySafe about topics ranging from education, compliance and product insights to help keep patients and staff safe.
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Welcome to Risk Management: Brick by Brick! Join Jason Reichl on his journey to discover the crucial role technology plays in risk management in the construction sector. Accompanied by industry-leading risk managers, this podcast will deep-dive into the people who are helping to build and maintain the physical world around us.
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Your go-to companion for tips, best practices, and real talk about working in Encompass®. Whether you’re brand new or a seasoned pro, our community is open to everyone. Tune in for conversations that make workflows simpler and your day-to-day a little easier. 👉 Join us at https://www.MasteringEncompass.com
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The AI in Business Podcast is for non-technical business leaders who need to find AI opportunities, align AI capabilities with strategy, and deliver ROI. Each week, Emerj research staff and journalists interview top AI executives from Fortune 2000 firms and unicorn startups - uncovering trends, use-cases, and best practices for practical AI adoption. Visit our advertising page to learn more about reaching our executive audience of Fortune 2000 AI adopters: https://emerj.com/advertise
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Dental Office Rescue is your go-to resource for transforming your dental practice into a thriving, patient-centric business. Hosted by Linda Kane, Amazon Best-Selling author of Dental Office Rescue and founder of Zeroed-In Dental Solutions, this show is your roadmap to a more profitable, stress-free practice. Every other Wednesday, Linda sits down with leading dental pros and practice growth strategists to share expert advice, smart tactics, battle-tested solutions, and practical tips design ...
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Care Decoded is the go-to podcast for clinicians, health plan leaders, and quality champions navigating the evolving world of risk adjustment, value-based care, and smarter documentation. Hosted by Inferscience, this show takes you inside the workflows, decisions, and technologies that turn clinical complexity into clarity. From demystifying HCCs and RAF scores to decoding CMS changes and exploring the impact of AI, we help you understand the data behind every diagnosis. This show isn't abou ...
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As organizations accelerate their adoption of generative AI and intelligent agents to transform how they build and manage solutions, IT professionals and developers are expanding their expertise to design, deploy, and govern AI-powered systems—leveraging Microsoft Copilot Studio and Azure AI Foundry to integrate collaboration tools, enforce enterprise-grade compliance, and support both low-code and pro-code development. With built-in security frameworks, governance controls, and seamless int ...
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Agentic AI Solutions from Hire WorkForce are redefining the future of intelligent business operations. Unlike traditional AI systems that rely on constant human intervention, Agentic AI empowers businesses with autonomous decision-making capabilities, adaptive problem-solving, and continuous optimization. This advanced approach allows organizations to automate complex workflows, scale processes seamlessly, and achieve greater efficiency with minimal oversight. Hire WorkForce has positioned i ...
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Science and technology are evolving faster than ever, and it's thrilling to imagine where they might take us next. But which breakthroughs should we be paying attention to? Join Micah Schweizer and new host Chai Nussbaumer on Balancing the Future as they dive into the innovations shaping our world. From the potential of hydrogen in powering a greener planet, to the rise of GLP-1s in weight loss, and the frontier of microbiome-based treatments, they explore the science that's transforming our ...
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Welcome to ‘Automate & Elevate’ – a podcast brought to you by FlowForma. In every episode, we interview thought leaders or one of our own customers and ask them about their Digital Transformation journey to a paperless office. Tune in to learn best practices and recommendations directly from your peers!
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HIPAA compliance is complicated, confusing and easy to get wrong. Violations, data breaches and ransomware attacks are everywhere in healthcare. HIPAA Critical brings interviews with leaders in cybersecurity, InfoSec, healthcare, and compliance straight to you. Each 30-minute episode is designed to keep you informed and entertained. A new episode is released on the first three Wednesdays of every month.
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Accounting AI is a monthly video panel that helps accountants and finance leaders make sense of artificial intelligence and its growing influence on the profession. It is designed for non-technical professionals who want to understand what AI means for their firms, clients and careers. Each episode brings together experts and innovators who share real use cases, strategic insights and examples of how AI is changing decision making, client service and the value of accounting itself. Hosted by ...
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Artificial Intelligence is rewriting the rules of legal practice. From client discovery to attorney-client privilege, marketing visibility to compliance safeguards, AI is reshaping how law firms compete and serve their clients. The Lex Wire AI & Law Podcast, hosted by attorney and legal technology strategist Jeff Howell, delivers weekly insights at the intersection of AI, compliance, and digital visibility for law firms. Each episode covers: How AI-driven search engines like ChatGPT and Goog ...
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Welcome to The Geek in Review, where podcast hosts, Marlene Gebauer and Greg Lambert discuss innovation and creativity in legal profession.
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A podcast about the world of Cybersecurity, Privacy, Compliance, and Regulatory issues that arise in today's workplace. Co-hosts Bryan Brake, Brian Boettcher, and Amanda Berlin teach concepts that aspiring Information Security professionals need to know, or refresh the memories of seasoned veterans.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Shaping Commerce Podcast: Igniting Breakthrough Moments in Digital Commerce Shaping Commerce is a dynamic podcast designed for businesses trapped in digital commerce complexity, delivering candid and powerful insights about eCommerce platforms that challenge conventional thinking and inspire new possibilities. This breakthrough-focused series brings you exclusive conversations with merchants, integration specialists, and forward-thinking leaders who are actively reshaping the digital commerc ...
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Welcome to Blissfulbiz Ventures! 🌟🚀 Are you a private practice owner thinking about starting a group practice? Are you a beginner group practice owner who is struggling with systems, management, and growth as you get started? Are you an established group practice owner who wants accelerated growth, support, to save time, energy, and money? Are you ready to conquer your dreams without sacrificing your happiness? 🌈 Join our dynamic community of aspiring achievers who have cracked the code to a ...
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The AI Advantage: Smart Tech for Modern Leaders where artificial intelligence meets real business outcomes. No fluff. Just strategy. Hosted by Solomon Williams, Founder of Solonox, this show delivers bold conversations on AI strategy, business automation, cloud technology, and digital transformation. Featuring business leaders, technology experts, startup founders, and innovation practitioners who are actually implementing AI and automation not just theorizing about it. Plus, solo episodes b ...
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Welcome to PayPod, a show that explores the fast-changing world of payments and fintech. The show features interviews with leaders and entrepreneurs in the payments and fintech industries. Each episode, you'll hear an interview directly with a leader of the payments industry. We talk with fintech entrepreneurs, security experts, mobile developers, eCommerce pros, and more... From credit card processing to bitcoin... from retail point of sale systems to cutting edge digital payments software… ...
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The Legal Tech Mastery Show delivers sharp, weekly insights for solo and entrepreneurial lawyers who want to run a modern, tech-savvy practice. Focused on legal professionals in Luxembourg and beyond, each episode covers the essential tools, workflows, and habits needed to draft faster, manage smarter, and grow sustainably — without overwhelm. Whether you're exploring legal AI, optimizing your digital infrastructure, or simplifying content creation, this show helps you go from beginner to op ...
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AI Agents in Action: How Ilya Ozerets Turns Automation into Real Business Growth
38:16
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38:16In this episode of The AI Advantage, host Solomon Williams talks with Ilya Ozerets, Founder of Belchoice and Instaloper, about how AI agents are transforming modern business operations, from web optimization to compliance and customer engagement. Ilya unpacks the real impact of agentic AI, showing how businesses can go beyond hype and use automatio…
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Architecting Enterprise AI for Generative and Agentic Systems - with Ranjan Sinha of IBM
44:39
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44:39As agentic AI becomes a defining force in enterprise innovation, infrastructure has moved from a back-office concern to the beating heart of business transformation. On today's episode of the 'AI in Business' podcast, Ranjan Sinha, IBM Fellow, Vice President, and Chief Technology Officer for watsonx and IBM Research, joins Emerj Editorial Director …
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AI Revolution: Transforming Construction Risk Management with Sai Kothapalli
32:17
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32:17In this limited series of Risk Management: Brick by Brick, host Jason Reichl sits down with Sai Kothapalli, Technical Program Manager at Accenture for Episode 3 of ‘Documentation & Organization,’ to explore how artificial intelligence is fundamentally transforming construction risk management. With over eight years in construction and expertise in …
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Trust at Scale: Nam Nguyen on How TruthSystems is Building the Framework for Safe AI in Law
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34:17Artificial intelligence has moved fast, but trust has not kept pace. In this episode, Nam Nguyen, co-founder and COO of TruthSystems.ai, joins Greg Lambert and Marlene Gebauer to unpack what it means to build “trust infrastructure” for AI in law. Nguyen’s background is unusually cross-wired—linguistics, computer science, and applied AI research at …
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Episode 111: Workflows Agent within Microsoft 365 Copilot (w/ Heather Orta-Olmo)
29:30
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29:30What if your daily Copilot prompts could turn into automated actions? In this episode, Heather Orta-Olmo joins Sean, Wendy, and Jocelyn to introduce the Workflows Agent, a new way to build personal automations inside Microsoft 365 Copilot. From summarizing meetings to creating planner tasks and blocking focus time, Heather shares how this conversat…
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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
1:29:59
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1:29:59Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …
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Rethinking Clinical Trial Operations with AI and Remote Monitoring - with Scott Bradley of Novartis
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29:13Today's guest is Scott Bradley, VP of AI and Innovation at Novartis. As the eighth largest pharmaceutical company in the world by revenue, Novartis' medicines reach millions of people worldwide. Their focus on the discovery and development of novel, breakthrough treatments sees them reimagining not just the delivery of said treatments, but the prac…
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Dentists: DSO or Private Sale? The Real Numbers with Caleb Carter
1:01:47
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1:01:47DSO or private buyer? Here's what every dentist needs to know before selling. In this episode of Dental Office Rescue, Linda Kane sits down with practice transition expert Caleb Carter, CEO of Trusted Practice Transitions, to break down the real math behind DSO deals vs. private buyers. This is a must-listen for any dentist considering a sale, part…
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Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join! ✅ You're listening to Part 10 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—jo…
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Scaling with AI: How Ine Velaers Automates Workflows and Redefines Leadership in the Age of Smart Automation
30:00
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30:00In this episode of The AI Advantage, host Solomon Williams talks with Ine Velaers - an independent consultant at IvelTrad and former Vice President at Density6- about the human side of automation and what it really takes to scale with AI. Ine shares her unconventional path from art and language studies to leading automation initiatives across indus…
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Episode 110: Managed Platforms: The Key to Success (w/ Andrew Gaskins)
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36:50What does it take to roll out Copilot Studio at scale? Andrew Gaskins of Lumen joins the podcast to unpack how admins can lead innovation through governance. From zone strategies to CoE reviews, Andrew walks us through the battle-tested blueprint that helped Lumen deploy thousands of agents while keeping costs in check. If you're wondering how to b…
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Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes
1:29:59
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1:29:59While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is …
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Building AI-Ready Cultures in Life Sciences R&D - with Xiong Liu of Novartis
30:57
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30:57Today's guest is Xiong Liu, Director of Data Science and AI at Novartis. Novartis is among the world's leading pharmaceutical companies, pioneering data and advanced analytics in the pursuit of new medicines and patient outcomes. Xiong joins Emerj Editorial Director Matthew DeMello to examine how generative AI and foundation models are transforming…
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Forever Chemicals: How PFAS Took Over the World
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29:22Rainwater around the world now contains detectable levels of PFAS or ‘forever chemicals.’ Found in everything from waterproof mascara to firefighting foam, PFAS now accumulates in our bodies, soils, and water systems. In this episode of Balancing the Future, Micah and Chai speak with Dr. Alissa Cordner, Professor of Sociology at Whitman College and…
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Data Debt, Diversity, and the Business of Law: A Conversation with BigHand’s Catherine Krow
42:59
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42:59Few people understand the intersection of legal practice, data analytics, and diversity like Catherine Krow, Managing Director of Diversity and Impact Analytics at BigHand. In this episode of The Geek in Review, hosts Greg Lambert and Marlene Gebauer sit down with Krow to trace her journey from a high-powered trial lawyer to an influential legal te…
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AI Governance in Education: Building Responsible Innovation with Keith Stouder of ACT
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25:13In this new, limited series of Risk Management: Brick by Brick, host Jason Reichl sits down with Keith Stouder, Vice President of Privacy and AI Governance at ACT for Episode 2 of ‘Documentation & Organization,’ for a fascinating conversation about building AI governance frameworks that enable innovation while managing risk responsibly. With nearly…
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From Compliance to Trust: How AI is Redefining Cybersecurity Leadership in Latin America and Beyond
25:27
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25:27In this episode of The AI Advantage, host Solomon Williams talks with Lucas Galvao, CEO and Founder of Open Cybersecurity, about one of the biggest shifts in modern security - moving from compliance to trust. Lucas shares how his team is transforming cybersecurity leadership across Latin America and the U.S. by using automation and AI to make compl…
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Rethinking How Life Sciences Organizations Approach AI - Mathias Cousin of Deloitte
38:14
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38:14Today's guest is Mathias Cousin, Managing Director at Deloitte. With extensive experience in R&D transformation and regulated industry data strategy, Mathias joins Emerj Editorial Director Matthew DeMello to unpack what it really takes for enterprise leaders to deliver ROI from AI and data initiatives. Mathias also shares actionable guidance on bui…
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Redefining Electrical Safety - Global Trends and Practical Solutions: EP2
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53:48Take part in a global roundtable series that unites industry experts and healthcare professionals to explore the shifting dynamics of electrical safety testing. Through an in-depth look at real-world case studies and forward-thinking strategies, this series addresses the challenges faced by hospitals, ISOs, and medical device manufacturers worldwid…
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Episode 109: What is SFI (w Ilya Grebnov)
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32:56When security becomes the strategy, everything changes. Ilya Grebnov, Deputy CISO for Business Applications, joins the podcast to explain how Microsoft’s Secure Future Initiative (SFI) transformed the way engineers think, build, and ship. He walks through the principles behind “secure by design,” how Microsoft balances usability with protection, an…
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Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis
1:30:00
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1:30:00Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes. Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial adv…
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Streamlining Fund Compliance with AI-Ready Data - Sandro Venturini of UBS
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21:47Today's guest is Sandro Venturini, Executive Director and Consultant at UBS. Specializing in cross-border fund structuring and regulatory strategy, he holds years of experience guiding financial institutions through complex launches across jurisdictions for the world's largest private bank. Sandro joins Emerj Editorial Director Matthew DeMello on t…
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From Tool Sprawl to Defensible Value in AI for Legal - with Christo Siebrits of AbbVie
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27:50Today's guest is Christo Siebrits, Senior Associate and General Counsel at AbbVie. With over 20 years of experience in global pharmaceutical legal and compliance leadership, Siebrits leads AbbVie's AI initiatives and provides strategic guidance on AI-related legal and regulatory matters. Christo joins Emerj Editorial Director Matthew DeMello to dis…
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Connecting the Dots Across Discovery - with Ben Ninio of Deloitte
22:04
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22:04On this episode of the AI in Business podcast, Emerj Editorial Director Matthew DeMello speaks with Ben Ninio, Principal in Strategy at Deloitte, about how enterprises are rethinking the fundamentals of scientific discovery in the AI era. Ben explains why language itself has become the "hack" for unifying frameworks across R&D domains—from pharmace…
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Enabling Strategic Procurement with AI, From Frustration to Foresight - with Rob DeSantis of Arkestro
28:35
28:35
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28:35When finance leaders push for measurable savings and supply chain leaders prioritize continuity and resilience, technology adoption often gets caught in the middle. Procurement teams, operating with risk-averse cultures and outdated tools, face growing complexity while pressure mounts from both sides of the business. In this episode of the AI in Bu…
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Fixing Ticket Noise with AI in Enterprise MSP Operations - with Steve Taczala of Impact Networking
18:16
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18:16Today's guest is Steve Taczala, VP of Service Operations at Impact Networking. Impact Networking is a managed service provider founded in 1999, with more than 20 US offices, supporting organizations in IT, cybersecurity, and applying AI to business operations. Taczala brings extensive experience in managing MSP service operations and improving IT w…
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Data Volume, Quality, and Model Degradation for AI at Scale - with Sunitha Rao of Hitachi Vantara
21:46
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21:46Today's guest is Sunitha Rao, SVP and General Manager for Hybrid Cloud Business at Hitachi Vantara. Hitachi Vantara is a wholly owned subsidiary of Hitachi, Ltd. that provides data infrastructure foundations that help leading innovators manage and leverage their data at scale. Through data storage, infrastructure systems, cloud management, and digi…
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The Evolution of Fixed Income Markets: AI, Data & Automation
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22:58In this episode of the ipushpull Capital Markets FinTech Forum, Matthew Chung, CEO of ipushpull, sits down with Deniz Mace-Jones, Global Head of Rates and Credit Products and Electronic Distribution at UBS. With extensive experience across electronic trading and fixed income markets, Deniz shares valuable insights into how trading desks, technology…
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Fixing the Dental Hygiene Backlog: Staffing, Scheduling & Systems That Work
33:10
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33:10Is your hygiene department helping—or hurting—your practice? In this episode, Linda Kane sits down with Rachel Wall, RDH—CEO and Founder of Inspired Hygiene—to tackle one of the most urgent challenges facing private dental practices: the hygiene backlog. With decades of experience as a hygienist, coach, and industry leader, Rachel shares why hygien…
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How Provider-First Tech and Collaboration Drive RADV Audit Success
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17:47Welcome back to Care Decoded! In this episode, we dive into the second part of our RADV miniseries, shifting focus from what RADV is, to the crucial role of frontline providers in ensuring accurate, defensible documentation as part of everyday care. Host Mark McKeown is joined once again by Colleen Gianatasio, an expert in risk adjustment and value…
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Final Pass: Processing + Underwriting CTC
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54:28Let us know what questions you have. Give us feedback too. 🎧 This is the audio-only version of our podcast! To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join! ✅ You're listening to Part 9 of our free 12-part live series, "From First Click to Final Docs." Don’t miss the next sessions—joi…
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Maximizing AI for Sales and Business Growth: Strategy-First Approaches for Modern Leaders
20:06
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20:06In today’s episode, host Solomon Williams, founder of Solonox, dives deep into his own journey, offering insights from his experience in Azure cloud engineering, Scrum, and enterprise AI frameworks. Solomon shines a spotlight on the evolving landscape for small and medium businesses, sharing what he’s learned about implementing AI not just for the …
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The Future of AI Agents in Consumer Goods Operations - with Padma Hari of Nestlé Purina
26:24
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26:24Today's guest is Padma Hari, Chief Digital Officer at Nestlé Purina. With over 20 years of experience shaping digital strategy and driving enterprise-wide transformations, Padma has leveraged AI, analytics, and data-driven insights to deliver measurable business impact at scale. Padma joins Emerj Editorial Director Matthew DeMello to discuss how en…
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Practical AI for In-House Patent Legal - with Kevin Ahlstrom of Meta
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18:32Today's guest is Kevin Ahlstrom, Associate General Counsel in Patents at Meta. Kevin brings extensive expertise in navigating intellectual property challenges in the rapidly evolving technology sector. He joins Emerj Editorial Director Matthew DeMello to discuss the evolving role of patent strategy in the age of AI innovation. Kevin also shares pra…
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This is new Accounting AI Podcast. We're building up the show from a relaunched old podcast and today features a show recently released on our sister Accounting Voices Podcast. This was the kick off show in a series of 6 about the move from compliance to advisory work, largely driven by AI. You can tune into the full series on our Accounting Voices…
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Episode 108: Managed Availability (w/ Shivani Pradhan and Mauktik Gandhi)
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32:39By Microsoft
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Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of "Calm Excellence" with Lisa Brown
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1:30:00Given the high stakes involved (and the desire to provide high-quality service) when working with clients, it can be tempting for financial advisors to lean into perfectionist tendencies. However, doing so can sometimes lead to overwork and potentially burnout, particularly as a firm grows over time. Lisa Brown is the President of Greenwood Gearhar…
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The Expanding Role of Video and Visual Data From Footage to Forensics in Retail - with Naveen Kumar of Walmart
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16:56Today's guest is Naveen Kumar, Director of Financial Crimes at Walmart. Naveen joins Emerj Editorial Director Matthew DeMello to discuss how AI-powered video and sensor analytics are transforming risk detection and operational oversight in retail environments. Naveen shares insights on how integrating diverse data sources enables real-time fraud de…
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From COVID to Cancer: The Extraordinary Potential of mRNA
25:35
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25:35By METTLER TOLEDO
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Fighting for Your Light: Anusia Gillespie on AI, Legal Innovation, and the Soul Toll of Law
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30:03This week we are joined by Anusia Gillespie, Enterprise Lead at vLex and debut novelist, as she shares her unique vantage point on the intersection of legal technology and the human side of law. Anusia traces her journey from commercial real estate finance attorney to global innovation leader, with roles at Harvard, UnitedLex, and Eversheds Sutherl…
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Hire WorkForce Delivering Smarter Autonomous Business Transformation with Agentic AI Solutions
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1:31Agentic AI Solutions from Hire WorkForce are redefining the future of intelligent business operations. Unlike traditional AI systems that rely on constant human intervention, Agentic AI empowers businesses with autonomous decision-making capabilities, adaptive problem-solving, and continuous optimization. This advanced approach allows organizations…
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How AI Is Reshaping Patent Strategy and Portfolio Management - with Shandon Quinn of Clarivate
22:19
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22:19Today's guest is Shandon Quinn, Vice President of Patent Intelligence, Search and Analytics at Clarivate. Quinn joins Emerj Editorial Director Matthew DeMello to examine how AI-powered workflows are helping IP leaders deliver strategic impact, smarter decision-making, and tangible results for data-centric enterprises. Shandon also shares proven cha…
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Balancing AI Automation With Human Touch: Marketing Insights From DEFCON 1’s Aya Dorado
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40:02In today’s episode, host Solomon Williams sits down with Aya Dorado, Vice President at DEFCON 1 Marketing, to explore the intersection of automation, AI, and human psychology in marketing. Aya shares her unique journey from automation specialist to executive leader, unpacking how DEFCON 1’s CRM solution was originally built to solve real problems f…
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Beyond Buy and Pray: How Van Carlson's 831B Captives Give Small Businesses Big Risk Power
24:34
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24:34In this new, limited series of Risk Management: Brick by Brick, host Jason Reichl sits down with Van Carlson, Founder and CEO of SRA 831(b) Admin for Episode 1 of ‘Documentation & Organization’, to explore how small and medium-sized businesses can access enterprise-level risk management through 831B captive insurance programs. Van brings three deca…
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From Spreadsheets to Strategy: The Dawn of the AI Era
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14:17We're relaunching an old show in this brand new Accounting AI podcast. Artificial Intelligence is rewriting the rules of accounting and finance. In this episode, aired a few weeks ago on the Accounting Voices Podcast, Rob Brown explores how AI is being used by firms, where it’s failing, and what professionals must do to stay relevant. From Big Four…
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Episode 107: Agent Flows (w/ Heather Orta-Olmo and Derah Onuorah)
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26:40What exactly are Agent Flows, and how do they change automation in Copilot Studio? Heather Orta-Olmo and Derah Onuorah join Sean, Wendy, and Ken to explain how flows work, when to use them instead of Power Automate, and why human-in-the-loop (or man in the middle) is key. With stories from Philips and a preview of intelligent approvals, this episod…
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Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung
1:30:00
1:30:00
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1:30:00While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Fina…
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Achieving Personalization and Compliance in Med Tech Solutions - with Faithe Toomy of Insulet
22:53
22:53
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22:53Today's guest is Faithe Toomy, Director of Voice of the Customer and Insights at Insulet. Insulet is a medical device company specializing in wearable drug delivery systems for diabetes care, combining engineering, clinical research, and digital health capabilities to develop automated therapeutic solutions. Faithe joins Emerj Editorial Director Ma…
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Building a Proactive RADV Audit Readiness Plan: People, Process, Technology, and More
24:56
24:56
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24:56Welcome to a brand new episode of Care Decoded! In this episode, host Mark McKeown is joined by renowned risk adjustment and coding expert Colleen Gianatasio to kick off a special two-part series diving into CMS’s heightened focus on RADV (Risk Adjustment Data Validation) audits. As Medicare Advantage plans face unprecedented scrutiny with CMS now …
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Building Consistent AI for Contract Review with LegalOn's Daniel Lewis
40:59
40:59
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40:59Daniel Lewis joins us this week to trace a path from Ravel Law to LexisNexis to LegalOn, with a throughline of data-driven thinking and practical outcomes for lawyers. Stanford roots shaped early work on judicial analytics, then a front-row view inside a global publisher broadened focus to content, guidance, and the daily reality of in-house teams.…
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