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Insights for financial services leaders who want to enhance fairness and accuracy in their use of data, algorithms, and AI. Each episode explores challenges and solutions related to algorithmic integrity, including discussions on navigating independent audits. The goal of this podcast is to give leaders the knowledge they need to ensure their data practices benefit customers and other stakeholders, reducing the potential for harm and upholding industry standards.
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Celebrate the role played by audit professionals in the vital area of patient safety with the clinical audit and improvement podcast. This monthly podcast is brought to you by AMaT and its community of super users from around the country in the NHS and elsewhere. In each episode we bring together experts to talk about a range of topics centred around the world of clinical audit for the benefit of everyone involved in clinical audit and improvement projects across healthcare, regardless of wh ...
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Healthcare is complicated. Joe Gellatly and Amanda Hepper are here to help, guiding us through the biggest issues and updates in healthcare security and compliance. From HIPAA Risk Assessments to the dark web, learn what factors are affecting the security of healthcare information and how to protect your data. Tune in for news, advice, and more.
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Scrappy ABM

Mason Cosby

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Welcome to Scrappy ABM – your source for groundbreaking approaches to ABM that don't break the bank. ABM shouldn't cost $200K in technology to even get started. If you want to get started with ABM or make your program better without a massive budget, you're in the right place. Each week, you'll hear from some of the brightest minds in the marketing world who are redefining ABM, achieving incredible results with untraditional methods, limited resources, and a whole lot of creativity. This isn ...
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ESG now

MSCI ESG Research LLC

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Environmental, social, and governance (ESG) news and investment research brought to you weekly covering major market trends and new research insights. With topics ranging from climate impact on investment portfolios, corporate actions, trending investment topics, and emerging ESG issues, host Mike Disabato of MSCI ESG Research walk through the latest news and research that is top of mind for MSCI ESG Research clients and partners. MSCI ESG Research products and services are provided by MSCI ...
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OCR has been busy—and Security Risk Analyses are front and center. In this episode, we walk through three recent enforcement cases where missing or outdated SRAs led to fines and multi-year corrective action plans. From phishing incidents to system misconfigurations, you’ll see exactly what regulators flagged and what steps each organization is now…
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In this episode of Scrappy ABM, host Mason Cosby chats with Nadia Davis, VP of Marketing at CaliberMind, about honing in on the right target accounts and proving ABM impact—without blowing the budget. Best Moments: (01:33) How to find your ABM audience by leveraging sales knowledge and customer patterns (04:46) Using current customer data to valida…
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In this episode of Scrappy ABM, host Mason Cosby breaks down a newsletter subscriber’s challenge: designing an ABM campaign that links challenger consumer brands with Olympian and Para Olympian ambassadors in the run-up to Milan 2026. Best Moments: (00:32) Introduction to the specific ABM challenge from a newsletter subscriber (01:21) Target: marke…
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Host Anne-Marie Henson sits down with Paul Dostaler, BDO’s Partner and National Manufacturing and Distribution Leader, to unpack how manufacturers can move beyond pilots and start scaling AI effectively. They explore the current pace of AI adoption in Canada, the roadblocks many businesses face, and what’s needed to realize long-term ROI. The episo…
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In this episode of Scrappy ABM, host Mason Cosby responds to a newsletter audience question about launching an account-based marketing campaign for a company that designs retail store signage and graphics. Mason provides practical advice on how to refine target account selection and develop a more effective ABM approach. Best Moments: (01:20) Intro…
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In five minutes, we break down what HIPAA really expects from your organization in 2025. From your Security Risk Analysis to employee training, access controls, audit logs, and business associate agreements—this is the real-world checklist regulators are looking for. We’ll explain each core requirement, how enforcement is evolving, and offer practi…
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In this episode of Scrappy ABM, host Mason Cosby responds to a newsletter audience question from Liana about developing an ABM (Account-Based Marketing) strategy for targeting large retail brands in the US with 100+ locations for retail store signage and graphics services. Best Moments: (00:32) Introduction to the newsletter audience program breakd…
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This episode explores how AI can improve oversight and streamline compliance processes in governance.Join this month's Guardians of M365 Governance as Ragnar Heil Joy Apple and Christian Buckley welcome dual Security and M365 MVP Alistair Pugin.Highlights- Introduction to the role of AI in enhancing government oversight.- Discussion on AI’s potenti…
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In this episode of Scrappy ABM, host Mason Cosby breaks down a playbook submission from Jimmy, who is targeting Forbes Global 2000 companies with an AI governance platform. Mason provides strategic advice on how to focus ABM efforts, select the right vertical and region, and approach target accounts effectively. Best Moments: (00:32) Introduction t…
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In this episode, we’re talking about one habit that could have the biggest impact on your organization’s security posture—and it’s not a new tool or system. With phishing attacks getting more sophisticated and OCR enforcement on the rise, this one behavior can interrupt the pattern attackers rely on. We’ll unpack why it matters, how to build it int…
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Family wealth, when managed effectively, can provide financial security and opportunities for multiple generations. However, history has shown that without proper governance, wealth can dissipate within a few generations. This published article explores the significance of family governance in wealth preservation, its key components, challenges, an…
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In this episode of Scrappy ABM, host Mason Cosby provides listeners with actionable insights on building effective Account-Based Marketing (ABM) strategies, specifically through cross-selling initiatives. Highlighting a real-life scenario involving a VP of Finance in the construction industry and their need for lodging solutions, Mason breaks down …
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In this episode of Scrappy ABM, host Mason Cosby analyzes an ABM program request from Brianna, who is targeting manufacturing companies with an industrial sports medicine solution. The episode provides practical guidance on refining ICP targeting and using trigger events to create empathetic outreach that converts to sales meetings. Best Moments: (…
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What happens when you bring together proactive AI and healthcare communication? You get smarter outreach, stronger patient engagement, and fewer compliance gaps. In this special episode, we’re joined by Dan Fox, Managing Director of Healthcare at Drips. With over 12 years in AI-driven tech, Dan shares how conversational AI is transforming how healt…
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Nigeria’s power sector has long been plagued by inefficiencies, poor electrification rates, as well as chronic power outages and shortages. Despite being Africa’s largest economy, access to stable and reliable electricity remains a major constraint to industrial growth and economic development. In this Published article, we review the current chall…
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In this episode of "Scrappy ABM," host Mason Cosby responds to a newsletter request from Shaughn, who is targeting security and compliance organizations requiring FedRAMP authorized signatures. Mason breaks down a strategic approach for standing out in a competitive market by leveraging a company's unique differentiators. Best Moments: (00:32) Intr…
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The new OCR Acting Director Anthony Archeval said that Security Risk Analyses are not only required but are the first step to limit breaches—with penalties already being issued for non-compliance. In this episode, we break down why SRAs matter more than ever, what can go wrong when they’re skipped, and how to make them manageable. With recent OCR s…
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In this episode of Scrappy ABM, host Mason Cosby analyzes a listener submission from Lacey about her account-based marketing (ABM) program. Mason provides detailed feedback on how to refine the Ideal Customer Profile (ICP) and improve conversion rates for a billing management software company targeting NetSuite users. Best Moments: (00:32) Introduc…
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In this episode of Scrappy ABM, host Mason Cosby breaks down an ABM (Account-Based Marketing) playbook specifically for targeting enterprise insurance companies. Mason responds to a request from Lance, who is looking to penetrate deeper into enterprise insurance accounts by engaging with influencer personas via LinkedIn. Best Moments: (00:31) Intro…
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In this episode of Scrappy ABM, host Mason Cosby breaks down a specific ABM strategy for a listener named Seth who is targeting independent financial advisors with a new custodial platform. Mason provides practical, budget-friendly approaches to overcome the challenges of marketing to small business owners, with a particular focus on data sourcing …
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Zero trust changes how healthcare protects patient data by verifying every access, every time. We’ll explain what it is, why it’s essential for your organization’s security, and how to put it in place without extra stress. It’s a straightforward way to stay secure and keep up with HIPAA requirements. Tune in to hear how Medcurity can guide you thro…
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ICFR, or Internal Control over Financial Reporting, is a key component of the broader concept of Internal Control. It is a process established by governance and management to provide high assurance that the mechanisms of Internal Control effectively ensure the reliability of financial information. This process also ensures that the preparation of f…
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In this episode of Scrappy ABM, host Mason Cosby sits down with David Oliva, General Manager of Organomation, to discuss how he leveraged podcasting as an account-based marketing (ABM) tool in the scientific instrumentation industry. David shares how his podcast strategy helped engage key prospects, build industry relationships, and drive measurabl…
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In this episode of Scrappy ABM, host Mason Cosby speaks with Benjamin Ard, co-founder and CEO of Masset.ai, about creating ABM content that sales teams actually use. They discuss how to identify relevant content, organize it effectively, and involve the entire organization in content creation—while making use of AI to streamline the process. Best M…
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The HIPAA Right of Access lets patients get their medical records with ease—and we’re here to help you make it happen smoothly! This episode covers the rules, from timelines to exceptions, using a recent Oregon case to show what to watch for, and shares clear steps to stay compliant. Join us to keep your processes on track and your patients happy! …
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In this episode of Scrappy ABM, host Mason Cosby uncovers strategies for bridging the gap between sales and marketing—without huge budgets. He dives into why sales and marketing often clash, the goals that drive sales teams, and the steps to create effective ABM playbooks using the four D framework. Best Moments (00:54) The constant battle between …
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In this episode of Scrappy ABM, host Mason Cosby invites Liam Moroney, CEO of Storybook Marketing, to explore the often-debated relationship between brand building and sales activation—especially within Account-Based Marketing (ABM). They dive into how brand awareness drives long-term success, the importance of measuring brand metrics effectively, …
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Facing an audit can feel overwhelming, but knowing the 11 key things the government might ask for can keep your healthcare organization prepared. This episode breaks down what those requests—covering security risks and compliance—mean and how to have the right documentation ready. Tune in to get the insights you need to stay ahead of HIPAA requirem…
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This published article provides insights into the aspects of the Guidelines that taxpayers can take advantage of (the Good), the challenging aspects that taxpayers need to be aware of and mitigate (the Bad), and the highly risky aspects of the Guidelines that should be addressed by the FIRS (the Ugly). Thanks for listening! Follow us on LinkedIn an…
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In this episode of Scrappy ABM, host Mason Cosby discusses the fundamentals of account-based marketing (ABM) and provides practical advice for implementing successful ABM programs. He explores common pitfalls, the key roles involved, and strategies to get your ABM efforts off the ground—no fancy tech required. Best Moments: (01:38) Mason’s backgrou…
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Host Anne-Marie Henson welcomes two of WXN’s Top 100 Most Powerful Women in Canada: Shilpa Mishra, Managing Director and National Leader of Capital Advisory at BDO, and Alyssa Barry, co-founder of irlabs and President at Alliance Advisors. They discuss navigating male-dominated industries, the power of authenticity and allyship, and how economic un…
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In this episode of Scrappy ABM, host Mason Cosby shares an interview from GTM Confessions, where he dives into product-market fit (PMF), account-based marketing (ABM), and go-to-market (GTM) strategies. Mason explores why PMF is essential for ABM, who needs to be involved in defining your ideal customer profile (ICP) and target account list, and ho…
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Credential stuffing could be the silent killer of your healthcare security—imagine hackers slipping in with just one reused password, exposing patient data and triggering massive fines. We break down how these sneaky attacks exploit password habits on the dark web, why they’re a goldmine for cybercriminals targeting medical records, and the simple …
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In this episode of Scrappy ABM, host Mason Cosby addresses a frequent listener question: Should you hire Scrappy ABM, and how? Mason offers a direct explanation of the company's services, ideal client profiles, and unique ABM enablement approach designed to help organizations launch effective programs and eventually graduate to self-sufficiency. Be…
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In this episode of Scrappy ABM, host Mason Cosby interviews Kelley Vallone, Director of Global Growth Marketing at Prove, about building an Account-Based Marketing (ABM) program from the ground up. They delve into identifying target accounts, creating tiering models, and executing engagement strategies—all while measuring success and ensuring scala…
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Outdated systems are a major security risk—but modern solutions can bridge the gap. In this episode, we explore how legacy tech leaves healthcare organizations vulnerable and what steps you can take to strengthen security without a complete overhaul. Learn more about Medcurity here: https://medcurity.com #Healthcare #Cybersecurity #Compliance #HIPA…
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In this episode of Scrappy ABM, host Mason Cosby explores who Account-Based Marketing (ABM) is best suited for and the essential criteria companies should meet before launching an ABM program. Mason shares insights on sales team requirements, product-market fit, contract value thresholds, and more to help you determine if ABM is the right approach …
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Spoken by a human version of this article. TL;DR (TL;DL?) Testing is a core basic step for algorithmic integrity. Testing involves various stages, from developer self-checks to UAT. Where these happen will depend on whether the system is built in-house or bought. Testing needs to cover several integrity aspects, including accuracy, fairness, securi…
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In this special Scrappy ABM episode, we’re rebroadcasting a conversation from the B2B Growth Blueprint podcast, where host Mark Osborne interviews Mason Cosby on practical Account-Based Marketing (ABM) strategies. 📢 This episode was originally recorded for B2B Growth Blueprint, a podcast focused on scalable B2B strategies for early-stage SaaS, tech…
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How does HIPAA work when every second counts? Learn how emergency provisions let healthcare providers quickly share the essential patient info they need—using treatment exceptions and the “minimum necessary” rule—while still keeping privacy in check. Learn more about Medcurity here: https://medcurity.com #Healthcare #Cybersecurity #Compliance #HIPA…
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In this episode of Scrappy ABM, host Mason Cosby joins Don't Be a SaaS hosts Adam O'Brien and Kate Campbell to discuss how B2B companies can implement Account-Based Marketing (ABM) without the hefty price tag. They break down actionable strategies, essential tech stacks, and what’s next for ABM in 2025 and beyond. 📢 This episode is a repurposed con…
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Spoken by a human version of this article. One question that comes up often is “How do we obtain assurance about third party products or services?” Depending on the nature of the relationship, and what you need assurance for, this can vary widely. This article attempts to lay out the options, considerations, and key steps to take. TL;DR (TL;DL?) Th…
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In this episode of Accounting for the Future, host Anne-Marie Henson, Eastern Canada Markets Leader, sits down with Daniel Ma, Partner, Valuations & Modeling, to discuss the challenges of navigating political uncertainty following recent tariff announcements by the Trump administration. They explore the potential impact on Canadian businesses and s…
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In this episode of Scrappy ABM, host Mason Cosby interviews Sinziana Ursu, Director of Integrated Marketing at Upland Software, about her experience building an Account-Based Marketing (ABM) program at WP Engine. Sinziana shares insights on how she approached ABM, the tactics she used, the tech stack involved, and how she measured success along the…
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Insider threats are a big risk to healthcare security, whether caused by simple mistakes or intentional misuse of access. Patient data can be exposed in ways many organizations don’t even realize. Learn how HIPAA addresses these risks and the best strategies to keep sensitive information secure. Learn more about Medcurity here: https://medcurity.co…
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or Episode 12 of the Guardians of M365 Governance monthly webcast, Joy Apple (@JoyofSharePoint), Ragnar Heil (@ragnarh) and I welcomed our guest, Sharon Weaver (@sharoneweaver), a fellow MVP and RD and the CEO of Smarter Consulting, to discuss “Deep Dive Into the Microsoft 365 Maturity Model.” If you’ve been following the show, you’ll probably reme…
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In this episode of Scrappy ABM, host Mason Cosby dives into the steps for planning and executing a scrappy Account-Based Marketing (ABM) campaign. He shares insights on how to qualify whether ABM is the right fit for your organization, the importance of aligning sales and marketing teams, and strategies for measuring the success of your ABM efforts…
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AI is here, and with it come big responsibilities. Learn the benefits and risks of this emerging technology and why it’s important for the healthcare industry to stay informed. Technology is powerful, but it’s how we use it that matters the most. Learn more about Medcurity here: https://medcurity.com #Healthcare #Cybersecurity #Compliance #HIPAA…
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In this episode of Scrappy ABM, host Mason Cosby interviews Jim Gilkey, the official account executive of Scrappy ABM. They discuss the critical role of sales in ABM, how to strengthen marketing-sales alignment, and practical strategies for implementing a high-impact ABM program. Key Discussion Points: 00:03:38 - The role of sales in an ABM program…
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