Best Fx Automation Podcasts (2025)

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2: From Voice to Automated to Algorithmic: The Changing Face of FX Trading With Graham Moss 28:41

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21d ago28:41

28:41

In this episode of Caplin Connects, John Ashworth, CEO of Caplin, is joined by Graham Moss, Global Head of FX IT at BBVA, to reflect on the evolution of FX technology from the vendor side to the banking front line. They discuss the early success of platforms like Reuters RET, the shifting role of voice trading, and the challenges banks face when bu…

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Episode 91 - Scissor Lifts and Pendant vNext and Camera Talk 1:16:21

24d ago1:16:21

1:16:21

Another electric scissor lift is hitting production. Spikemark Pendant is due for some updates and upgrades. We welcome some new camera gear and wave farewell to dead gear. Kody, Christian, Mike, and Gareth tell all in our nearly-monthly podcast.By Creative Conners

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The Expanding Role of the Modern CFO with Paul Barnhurst | AI, Strategy & Financial Leadership 24:22

2M ago24:22

24:22

In this episode of FinFactor, host Blaine Bertsch sits down with Paul Barnhurst to dive into the rapidly expanding role of the CFO. Once defined by financial analysis, cash flow management, and forecasting, today’s CFO is now a strategic operator, taking on responsibilities that stretch far beyond traditional finance. From overseeing operations and…

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1: Inside the Electronification of FX Markets: A Conversation with Stéphane Malrait 38:02

2M ago38:02

38:02

In the first episode of Caplin Connects, John Ashworth, CEO of Caplin, sits down with Stéphane Malrait, Chairman of ACI Financial Markets Association, to explore the evolution of electronic trading in FX markets. They discuss the early days of single dealer platforms, the strategic decisions behind build vs. buy technology, and the persistent cultu…

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Episode 90 - Fixed Speed Controllers & Floorpockets 51:34

2M ago51:34

51:34

Mike, Kody, Christian, and Gareth are back talking about what a Stagehand Fixed Speed could be after some testing. They also dive into the latest build of Floorpockets and some of the load cell whose that came from it.By Creative Conners

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The Hidden Costs and Mistakes to Avoid When Choosing an ERP System | FinFactor with Bob Light 29:09

2M ago29:09

29:09

In this episode of FinFactor, Blaine Bertsch sits down with Bob Light to uncover the biggest mistakes companies make when selecting and implementing an ERP system. ERP software decisions can make or break a business—yet too often, leaders rush into adoption without fully understanding their internal processes, pain points, and long-term needs. Bob …

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The New Currency Landscape Beyond the USD 13:13

2M ago13:13

13:13

Send us a text Elevate your FX risk management strategy nowBy Kantox

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Introducing Caplin Connects... 0:23

2M ago0:23

0:23

This is Caplin Connects... the podcast where we talk about Single Dealer Platforms, trading technology, and everything in-between. In each episode, we'll dive into the trends, tools, and talent shaping the future of electronic trading. Join us as we unpack what's new and what's next!By Caplin Systems

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Mastering Multi-Entity Accounting and Consolidation | FinFactor with Ben Taylor, CEO of SoftLedger 23:43

2M ago23:43

23:43

In this episode of FinFactor, Blaine Bertsch sits down with Ben Taylor, CEO of SoftLedger, to explore one of the biggest challenges facing finance leaders today—multi-entity accounting. As businesses scale and expand across multiple subsidiaries, divisions, or global operations, outdated accounting systems and manual spreadsheets can’t keep up. The…

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How Treasury Teams Bridge the Cash Flow Gap in FX Risk Management 11:45

3M ago11:45

11:45

Send us a text Treasurers, it's time to tear down those silos! In our latest episode, we explore why the traditional separation between FX risk management and cash/liquidity management is becoming obsolete—and how technology is making these functions virtually inseparable. Key insights we cover: ✅ How API connectivity transforms micro-hedging progr…

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Navigating Data Challenges in Finance with Scott Hollrah | ERP Integration, Automation & Data Governance 27:15

3M ago27:15

27:15

Navigating Data Challenges in Finance with Scott Hollrah | ERP Integration, Automation & Data Governance In this episode of FinFactor, Blaine Bertsch sits down with Scott Hollrah, CEO of Venn Technology, to tackle one of the toughest issues facing finance leaders today: fragmented financial data. As organizations juggle multiple systems—ERP softwar…

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The Power of Clean Financial Data for Smarter Decisions | FinFactor with Greg McDonough of Blackburn Capital 23:03

3M ago23:03

23:03

In this episode of FinFactor, Blaine Bertsch welcomes Greg McDonough, Managing Partner at Blackburn Capital and seasoned financial coach, to discuss why clean, consistent financial data is the cornerstone of smarter business decisions and long-term resilience. Greg highlights how too many entrepreneurs still lean on gut instinct instead of reliable…

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Episode 89 – Deep Diving On Spikemark, Vantis, Stagehand FX & Custom Projects 1:49:25

3M ago1:49:25

1:49:25

Kody, Mike, Christian, and Gareth are back with plenty to share! After spending some time getting hands-on with Vantis, they dive into what the future might hold. From making interfaces simple and intuitive for facility users to keeping powerful control options for live performance pros, they explore how to balance it all. Plus, they chat about som…

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The Human Element in Modern Treasury with Alexander Ilkun 37:22

3M ago37:22

37:22

Send us a text The treasurers thriving today aren't just technically skilled - they're strategic business partners who understand both technology and human psychology. Join us in this episode of CurrencyCast for an eye-opening conversation with Alexander Ilkun, founder of the Baltic Treasury Association, on how treasury management is transforming i…

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How Remote and Ferrero Treasury Leaders Stay Ahead with Centralisation 35:43

3M ago35:43

35:43

Send us a text In this episode of CurrencyCast, host Agustin Mackinlay welcomes Ana de Souza (Global Treasurer at Remote) and Bruno Lawaree (Group Treasurer at Ferrero) to discuss how global treasurers navigate market volatility, trade wars, and financial turbulence. Discover how centralisation enables Remote to manage operations across 70 currenci…

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Episode 88 - Chatting With Dave Thomas CEO Of Wenger Corporation 53:18

4M ago53:18

53:18

You might have heard the big news that Creative Conners was acquired by Wenger Corporation in April, and this month Kody, Christian, Mike, and Gareth get to chat with their new boss Dave Thomas.By Creative Conners

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Mastering FX Risk in Trump's Trade Policy Era 15:21

4M ago15:21

15:21

Send us a text 🎙In our first CurrencyCast episode of Season 11, we dive into how the current US administration's unpredictable tariff policies are reshaping corporate FX risk management. As trade policy uncertainty continues to dominate global markets, financial leaders need new strategies. In this episode, we explore: Why traditional FX forecastin…

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Modernizing Lease Management and Compliance | FinFactor with Greg Kautz on ASC 842, IFRS 16, and CFO Best Practices 17:57

4M ago17:57

17:57

In this episode of FinFactor, Blaine Bertsch sits down with Greg Kautz, a recognized expert in lease accounting, to break down the complexities of modern lease management and evolving regulatory compliance. With accounting standards like ASC 842 and IFRS 16 reshaping how organizations manage leases, CFOs and finance leaders face new challenges when…

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FX, AI, and the Future of Payments | FinFactor with Adam Katz on Fintech, Blockchain, and CFO Strategy 25:08

4M ago25:08

25:08

In this episode of FinFactor, Blaine Bertsch welcomes Adam Katz for an in-depth conversation about the rapidly changing world of foreign exchange (FX), B2B payments, and the fintech revolution. CFOs today face mounting challenges in payment processing, including hidden FX fees, transaction inefficiencies, complex compliance demands, and the pressur…

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Episode 87 - Installation Woes 1:37:15

5M ago1:37:15

1:37:15

Kody, Mike, Christian, and Gareth are back to talk about a “quick” install in NYC that turned out to be not so quick. They also talk about some of the work that’s being done on the dual servo chain lift and some cool new features in Off The Shelf. They’ve also got some cool new Surface Laptops!By Creative Conners Inc.

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Estrategias y Soluciones Tecnológicas para Transformar la Tesorería con Alfred Roig 31:56

5M ago31:56

31:56

Send us a text 🎙En este episodio de CurrencyCast exploramos el mundo de la transformación digital en tesorería con Alfred Roig, Director General de Convista España. 🚀 Qué aprenderas en este episodio: ✨ Evolución tecnológica: De ERP tradicionales a soluciones especializadas con conectividad en tiempo real 💡 Implementación de sistemas: Mucho más que …

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Cash is King: The FX Risk Perspective 38:27

6M ago38:27

38:27

Send us a text 🎙What happens when two fintech pioneers share their secrets to conquering treasury management challenges? Tune into our latest episode of CurrencyCast to discover the answer. We sit down with two visionary fintech leaders: Antonio Berga, co-CEO and founder of Embat Antonio Rami, Chief Growth Officer and co-founder of Kantox 💼We asked…

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Smart FX Strategies for US Firms to Navigate the Strong USD 12:05

6M ago12:05

12:05

Send us a text 🎙 In the latest episode of CurrencyCast, we dive deep into the current USD strength and its impact on US businesses. Are currency headwinds holding your company back, or could they be an opportunity for strategic transformation? Key Takeaways: Understanding the drivers behind the strong USD Moving beyond traditional risk mitigation E…

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Episode 86 - Tracking Video Walls, Consoles, and Chain Motors 1:17:24

6M ago1:17:24

1:17:24

Kody, Christian, Mike, and Gareth are back talking about another quick turn around LED video wall project as well as the new Spikemark Console. They also dive into some new Cable and Chain Motor improvements.By Creative Conners Inc.

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Mike Shum on Navigating the Debt Landscape 23:42

6M ago23:42

23:42

In this episode of FinFactor, Blaine Bertsch and Mike Shum dive into the evolving world of private credit and debt financing, shedding light on the challenges businesses face in securing debt and managing financial data. They explore the critical role of transparency, the increasing complexity of debt structures, and how technology—specifically Cas…

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A Strategic Guide to Treasury Technology Investment with Michael Bach (Deloitte) 41:23

7M ago41:23

41:23

Send us a text 🎙 What defines successful Treasury technology transformation? Join us in conversation with Michael Bach, Head of Treasury Technology Advisory at Deloitte Frankfurt, as we explore how modern Treasury teams are leveraging technology to create strategic advantage. Get key insights on: Transforming Treasury from process execution to stra…

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Morgan Hines on Unlocking Cost Savings in Corporate Travel 24:09

7M ago24:09

24:09

In this episode of FinFactor, Blaine sits down with Morgan Hines to explore the significant impact of travel expenses on small and medium-sized businesses. They dive into the hidden costs of corporate travel management, from human error in booking to missed savings due to lack of access to corporate travel tools. Morgan highlights how Navan is leve…

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Making Sense of Exotic Currency Markets with Marianna Polykrati 33:21

7M ago33:21

33:21

Send us a text 🎙 What’s the outlook for exotic currencies? And how should treasurers manage liquidity and FX risk amid heightened geopolitical tensions? In the latest episode of CurrencyCast, we sit down with Marianna Polykrati, Group Treasurer at AVRAMAR to tackle these challenges and share practical strategies for: ✅ Hedging & exposure netting ✅ …

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Episode 85 - Sunroofs, iPads, Chain Motors, and More. 1:52:18

7M ago1:52:18

1:52:18

Gareth, Mike, Christian, and Kody are back and boy do they have a lot to say. Turns out a lot happened in January. Everything from custom machines to internal processes to new toys and so much more.By Creative Conners Inc.

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AI, FX Narratives, ESG and Risk Management in 2025 with Eleanor Hill 40:03

7M ago40:03

40:03

Send us a text 🎙️Season 10 of #CurrencyCast is live! In our latest episode, we are joined by Eleanor Hill, founder of Treasury Storyteller and seasoned Treasury journalist, to dive into the year’s top priorities and trends for Treasurers. 🔑 Key topics we discuss: The role of artificial intelligence (AI) in Treasury management Navigating FX narrativ…

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Navigating the ERP Journey with Sam Gupta 33:46

8M ago33:46

33:46

In this episode of FinFactor, Blaine Bertsch and Sam Gupta dive deep into the intricacies of ERP implementation, a transformative journey that requires meticulous planning, stakeholder engagement, and strategic alignment. They discuss the pivotal role of CFOs in ensuring ERP projects address both financial and operational needs, emphasizing phase z…

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Episode 84 - Dual Motor Machines, Canadian Tech Support, And 2024 Recap 1:41:10

8M ago1:41:10

1:41:10

Mike, Kody, Christian, and Gareth are back chatting about a few different dual motor projects, Canadian tech support, LDI, a few different tangents, and recapping 2024.By Creative Conners Inc.

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Don’t End up in A.I Hell with Usman Mahmood 33:25

9M ago33:25

33:25

Join Blaine Bertsch and Usman Mahmood as they dive into the essential groundwork for harnessing AI in business. This episode of FinFactor uncovers why a solid data structure and organizational data maturity are critical before adopting AI technologies. Usman and Blaine break down data maturity stages, highlight AI's transformative role in enhancing…

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Helping Treasurers Prepare for 2025 with François Masquelier 45:44

9M ago45:44

45:44

Send us a text How should corporate FX risk managers prepare for the challenges and opportunities ahead? In our latest CurrencyCast episode, we had the privilege to speak with the renowned François Masquelier, Chairman of the European Association of Corporate Treasurers (EACT) and CEO of Simply Treasury, a leading voice in Treasury management and i…

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The Key to Successful Fundraising with Jonathon Angell 43:59

9M ago43:59

43:59

In this engaging episode of FinFactor, Blaine Bertsch sits down with Jonathon Angell to unpack the world of innovative strategies for fundraising and financing in business. They explore diverse financing options, the impact of partnerships, and the importance of networking and relationships in securing funding. They dive into the intricacies of mer…

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Episode 83 - Floorpocket v2! 1:26:25

9M ago1:26:25

1:26:25

The first units of the new Floorpocket v2 have shipped and Kody, Christian, Mike, and Gareth are finally ready to talk about it. Also while the Floorpocket was finishing up there was a surprise trip to Hawaii for Mike, Gareth, and Christian. We’ll also be at LDI booth 2009 to show off the new Spikemark 6 and Console!…

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The "British Peso Narrative": A Playbook for Treasurers 4:31

9M ago4:31

4:31

Send us a text The UK's recent economic woes have been well-documented, but one factor often overlooked is the devastating impact of FX risk. In our latest episode of CurrencyCast, we delve into the self-defeating narrative that gripped the market after the pound's crash in 2022. Watch now the full episode to listen to actionable advice as we discu…

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The Evolving Role of IT Specialists with Keith Daser 34:20

9M ago34:20

34:20

In this conversation, Blaine Bertsch and Keith Daser discuss the complexities and challenges that mid-market businesses face when integrating technology solutions. They explore the importance of engaging IT consulting professionals at the right time, the significance of communication during technology purchases, and the lessons learned from past mi…

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Trump's Win: Navigating FX Volatility, Shifting Interest Rates & Cash Flow Uncertainty 11:19

10M ago11:19

11:19

Send us a text 🎙The US election has sent shockwaves through global currency markets. Join us on CurrencyCast as we delve into the implications of this historic event, we provide insights and practical advice for currency managers to navigate these challenging times. We discuss the impact of the results for treasurers: USD Strength: Understanding th…

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Marketing Strategies for CPA Firms with Apoorv Dwivedi 25:36

10M ago25:36

25:36

In this conversation, Blaine Bertsch interviews Apoorv Dwivedi of fixer.com about marketing strategies for CPA firms. Apoorv specializes in marketing for small and mid-sized accounting firms and helps them improve their lead-generation efforts. They discuss the importance of focusing on a specific target audience and service offering, building repu…

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Episode 82 - A Few Quick Projects 1:22:20

10M ago1:22:20

1:22:20

There were some quick projects this month and some extended on site trips. Everything from SNL to residential art spinners to Hawaii (again), and Mike, Kody, Christian, and Gareth are back to chat about all of them.By Creative Conners Inc.

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Cross-Border Investment Challenges: Navigating Currency Risk with Jose Carlos Cuevas 37:00

10M ago37:00

37:00

Send us a text 🎙What are the key factors to consider when investing in emerging markets? Find the answer in our new episode of CurrencyCast. We sat down with Jose Carlos Cuevas, Partner at Crowe and Board Member of ASSET, to discuss cross-border investment in the multi-currency world. Our guest shares invaluable insights on: The FX risk map of long…

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Innovative Financing Solutions for Small Businesses with Jennifer Warawa 19:50

10M ago19:50

19:50

In this conversation, Blaine Bertsch and Jennifer Warawa discuss innovative financing solutions for small businesses, particularly focusing on payment options available to clients of accounting firms. They explore the differences in market approaches between Australia and the US, the role of CPAs as trusted advisors, and the underwriting process in…

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How Treasury Associations Fight Fraud in the Digital Age with Guillermo de la Fuente 30:49

11M ago30:49

30:49

Send us a text 🎙Join the tsunami of digitisation! In our latest episode of CurrencyCast, we sat down with Guillermo De La Fuente, Senior Finance Executive and member of EACT in Switzerland, to discuss how new technology helps treasurers combat payment fraud. In this insightful interview, we discuss: The growing threat of payment fraud and its impac…

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The Benefits of Custom Automation with Wesly Hartman 39:53

11M ago39:53

39:53

Wesley Hartman, founder of Automata Practice Development, discusses the implementation of automation in CPA firms. He explains that his company builds custom automation specific to accounting firms, focusing on areas such as client onboarding, tax return processes, and document management. Wesley emphasizes that automation can help increase capacit…

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Corporate FX Hedging Beyond the Carry Trade with BNP Paribas's Daisy Andrew 33:22

11M ago33:22

33:22

Send us a text 🎙️Is your company's FX hedging strategy prepared for the next market shock? In this episode of CurrencyCast, we dive into the world of corporate hedging and how to effectively manage FX risk with Daisy Andrew, IRFX Sales from BNP Paribas London. Listen now to learn about: the rise of local currency invoicing and its impact on corpora…

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Episode 81 - More Than Just Hawaii 1:02

11M ago1:02

1:02

Turns out there has been more than just the Hawaii job happening in the shop. Mike, Christian, Kody, and Gareth chat about some of the other projects that have been going on at the shop. Everything from retrofitting controls in NYC, to building the new four post chain hoist lift, to Slushi machines and new cameras.…

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Go-to-Market Strategies for CPA Firms with Michael Haynes 37:59

11M ago37:59

37:59

In this episode of FinFactor, Blaine Bertsch interviews Michael Haynes, a business growth expert, about helping CPA firms grow. They discuss the importance of understanding how clients buy accounting services and the need for a go-to-market strategy that aligns with clients' needs. Michael emphasizes the value of delivering advice, insights, and re…

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The Currency Advantage in the Sportswear Industry: Adidas & On Holdings 15:06

12M ago15:06

15:06

Send us a text 🎙Season 9 of CurrencyCast is here! We’re kicking off this season with a special episode where our host analyses the FX strategies of two mainstream sports apparel companies, Adidas and On Holdings. In this episode, we explain: 🔹How Adidas faces significant FX risks due to its global supply chain and multi-currency cash flows. 🔹How On…

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Episode 80 - Installing In Hawaii 1:24:41

12M ago1:24:41

1:24:41

The episode may be a little bit late (what is 16 days really) but it finally happened! The project Mike, Kody, Christian, and Gareth have been talking about for months got installed! On this episode they dive deep on all the ups, downs, and bumps along the way.By Creative Conners Inc.