Best Fx Automation Podcasts (2025)

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Paul Barnhurst on the Expanding Role of the CFO 24:22

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20d ago24:22

24:22

In this episode, Blaine Bertsch sits down with Paul Barnhurst to explore the expanding role of today’s CFO, who must now navigate not just finance but operations, technology, and strategy. They dive into how AI and automation are transforming the finance function, the ongoing struggle with data quality, and the growing need for cross-functional col…

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Episode 90 - Fixed Speed Controllers & Floorpockets 51:34

20d 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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Avoiding Common ERP Pitfalls with Bob Light 29:09

27d ago29:09

29:09

In this episode of FinFactor, Blaine Bertsch sits down with Bob Light to unpack the challenges of implementing financial software systems. They explore why understanding internal processes and pain points is critical before selecting a system, and how involving stakeholders early can lead to smoother adoption. Bob and Blaine highlight the importanc…

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The New Currency Landscape Beyond the USD 13:13

28d ago13:13

13:13

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

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Ben Taylor on Mastering Multi-Entity Accounting 23:43

1M ago23:43

23:43

In this episode of FinFactor, Blaine Bertsch sits down with Ben Taylor, CEO of SoftLedger, to explore the growing complexities of accounting in multi-entity organizations. Ben unpacks the operational and financial challenges that surface as businesses scale, especially when relying on outdated systems or manual processes. Together, they discuss the…

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

1M 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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Scott Hollrah on Navigating Data Challenges in Finance 27:15

1M ago27:15

27:15

In this episode of FinFactor, Blaine Bertsch speaks with Scott Hollrah, CEO of Venn Technology, about the often-overlooked challenges finance teams face when working with fragmented data across ERPs, CRMs, and other systems. Scott shares real-world examples of how manual processes bog down efficiency and limit CFOs from making timely, informed deci…

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Greg McDonough on Turning Data into Better Business Decisions 23:03

2M 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 smart business decisions. Greg shares his experience working with entrepreneurs who often operate on instinct instead of insights, highlightin…

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

2M 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

2M 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

2M 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

3M 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

3M 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 with Greg Kautz 17:57

3M ago17:57

17:57

In this episode of FinFactor, Blaine Bertsch is joined by lease accounting expert Greg Kautz to dive into the evolving landscape of lease management. They unpack the growing complexities introduced by new accounting standards, the ongoing reliance on spreadsheets, and the shortcomings of traditional ERP systems. Greg offers practical insights on ho…

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FX, AI & the Payment Revolution with Adam Katz 25:08

3M ago25:08

25:08

In this episode of FinFactor, Blaine Bertsch is joined by Adam Katz for a deep dive into the world of foreign exchange and B2B payments. They explore the payment challenges that CFOs face—from hidden FX fees and inefficiencies to the importance of data and building relationships with FX providers. Adam shares expert insights on how businesses can n…

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Episode 87 - Installation Woes 1:37:15

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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

5M 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

6M 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

6M 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

6M 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

6M 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

6M 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

7M 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

8M 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

8M 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

8M 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

8M 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

8M 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

8M 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

9M 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

9M 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

9M 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

9M 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

9M 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

10M 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

10M 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

10M 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

10M 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

10M 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

10M 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

11M 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.

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Bringing Simplicity to Financial Reporting with Ed Patton 39:26

11M ago39:26

39:26

Ed Patton from PattonTrendr discusses the five elements of financial fundamentals that businesses need to understand: cash flow, operating earnings, financial strength, value, and borrowing capacity. He emphasizes the importance of having visibility into these elements to get a holistic view of the business's financial situation. Catch every episod…

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Business Valuation - An Art and a Science with Jonathan Lacasse 40:13

12M ago40:13

40:13

In this Episode of FinFactor, Blaine Bertsch, CEO of Dryrun interviews Jonathan Lacasse of Lacasse Advisory Services about the world of mergers and acquisitions (M&A). They discuss the challenges and opportunities in the current market, the importance of understanding business valuations, and the need for due diligence in buy-side and sell-side tra…

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Episode 79 - Spikemark 6 is coming! 1:38:39

12M ago1:38:39

1:38:39

We are just wrapping up™️ development the next version of Spikemark. Besides changing how cues are written, how many GO buttons are available, live speed adjustment mid-move, and a new authorization model, not much has changed 😂 Listen in as we dig into the details. Oh, and Christian got a new TV. And Gareth bought (another) lens.…

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FX Lessons from Merck & Hermès: How Finance Teams Fuel Success 13:38

1y ago13:38

13:38

Send us a text What could two global giants like Merck and Hermès have in common? In our latest episode of #CurrencyCast, we reverse engineer the FX Strategies of Merck & Hermès and learn some actionable takeaways you can apply to navigate currency fluctuations. Our host, Agustin Mackinlay takes a look at these two companies and tries to decipher w…