AI: Accounting Intelligence

A New Trust Equation: AI at the Heart of the CFO–Auditor Handshake

Isaac Heller — Mon, 10 Nov 2025 05:05:00 -0800

Recorded live in New York at Trullion's Accounting 2030: How AI Will Transform the CFO and Audit Handshake event, Artie Minson, CEO of Trullion, joins Dante D'Egidio, Vice Chair at EY, in conversation with Wall Street Journal CFO Journal reporter Mark Maurer to explore how artificial intelligence is fundamentally reshaping the relationship between CFOs and auditors. The conversation examines AI's impact on audit quality, workforce transformation, and the shift from sampling-based methodologies to continuous monitoring capabilities that promise more accurate financial reporting and deeper business insights.

(00:00) - Introduction and Welcome
(00:38) - The Role of CFOs in AI Adoption
(02:48) - Comparing AI Transformation to Past Eras
(07:01) - AI's Impact on Auditing Efficiency
(12:55) - Future of Auditing with AI
(17:53) - Governance and Regulation of AI
(29:30) - Talent and Workforce Evolution

Connect with Speakers
https://www.linkedin.com/in/artie-minson
https://www.linkedin.com/in/dantedegidio
https://www.linkedin.com/in/mark-maurer-61664016
Learn more about Trullion
https://trullion.com

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AI in Action: How Internal Audit & Advisory Can Bridge the CFO-Audit Gap

Isaac Heller — Mon, 10 Nov 2025 05:00:00 -0800

Recorded live in New York at Trullion's Accounting 2030: How AI Will Transform the CFO and Audit Handshake event, Isaac Heller moderates a discussion with Ryan Godbey, Casey Atwater, and Trey Cox about how internal audit functions can leverage AI technology to move beyond traditional sampling methods and deliver greater value to CFOs. The panel explores practical use cases for AI deployment across the audit lifecycle—from risk assessment to field work—while addressing the methodology gaps and talent requirements needed to transform internal audit into a strategic cost-savings and revenue-protection function.

(00:00) - Introduction and Panelist Introduction
(00:05) - The Future of Audit: Technology and Methodology
(01:36) - Panelist Backgrounds and Perspectives
(04:59) - Continuous Monitoring and AI in Auditing
(09:46) - Challenges and Opportunities in Audit Methodology
(14:08) - AI Use Cases in Internal Audit
(23:36) - Conclusion and Final Thoughts

Connect with Speakers
https://www.linkedin.com/in/isaacheller
https://www.linkedin.com/in/ryangodbey
https://www.linkedin.com/in/coxtrey
https://www.linkedin.com/in/casey-atwater-cpa-and-cisa-69131b10
Learn more about Trullion
https://trullion.com

Get NASBA Approved CPE or IRS Approved CE
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The Prototype Mindset

Isaac Heller — Tue, 30 Sep 2025 05:00:00 -0700

Inna Kogan shares her journey from Big Four audit in Moscow to driving finance transformation at Amazon, revealing how she built BI tools that revolutionized complex M&A modeling and now experiments with AI for contract reviews and business insights. She discusses the cultural shifts between Russian and British finance practices, the importance of in-person networking for career growth, and why starting small with everyday problems is the key to scaling innovation in large organizations. Inna also explores how accountants can leverage AI to move beyond compliance work and provide deeper business intelligence across entire organizations.

(00:00) - Welcome to Accounting Intelligence
(03:05) - Inna's Career Journey
(04:56) - Transition to Amazon and Embracing Automation
(09:30) - The Importance of Networking and In-Person Interactions
(18:20) - Cultural Differences in Finance
(21:53) - Building a BI Modeling Tool
(24:53) - Leveraging Internal Tools for Innovation
(25:42) - Transitioning from BI to AI
(26:11) - Early Experiences with AI in Accounting
(27:05) - AI's Rapid Development and Adoption
(29:22) - Challenges and Successes in AI Implementation
(36:55) - Experimenting with AI in Daily Work
(38:53) - Encouraging Innovation and Experimentation
(41:10) - Sharing Knowledge and Experiences
(44:04) - Final Thoughts and Encouragement

Connect with Inna Kogan
https://uk.linkedin.com/in/inna-k-759b5073

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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The New Era of Audit

Isaac Heller — Tue, 26 Aug 2025 05:00:00 -0700

Step into the future of audit with Trullion and Inflo as we explore how cloud-based technology is reshaping audit processes and redefining collaboration between auditors and clients. This session will highlight how innovative tools are accelerating audit workflows, increasing accuracy, and empowering firms to adapt to today’s digital-first expectations.

Key Topics:Modern Audit Workflows: Unpack what the “new era” of audit really means and how cloud-first platforms are shifting the audit landscape.

Collaboration & Integration: See how Trullion and Inflo complement each other to streamline audit processes and drive efficiencies.
Future-Ready Firms: Hear insights on how leading firms are embracing audit tech to stay competitive and client-focused.
Practical Takeaways: Gain a clear vision of how to modernize your audit approach with real-world examples and strategies.

Whether you’re rethinking your tech stack or curious about the next phase of audit transformation, this session offers an essential look at what’s ahead.

Connect with Chris Fallon https://www.linkedin.com/in/chris-fallon-9ba80681/
Connect with Kara Garfi https://www.linkedin.com/in/karagarfi
Connect with David Goode https://uk.linkedin.com/in/david-goode-2b064684
Connect with Scott Singerman https://www.linkedin.com/in/scottsingerman

Why Every Accountant Needs to Become Visible (Or Risk Being Invisible)

Isaac Heller — Tue, 29 Jul 2025 05:00:00 -0700

Mike Manalac shares his journey from Big Four audit to Fortune 5 companies like Walmart and Google, revealing how he built an authentic personal brand through hand-drawn accounting cartoons and thoughtful LinkedIn content. He argues that as AI commoditizes technical accounting knowledge, professionals must develop human skills like creativity, leadership, and authentic communication to future-proof their careers. The conversation explores why accountants can't afford to stay invisible in an increasingly competitive landscape where soft skills will separate the real deal from the "phonies."

(00:00) - Welcome to AI Accounting Intelligence
(01:57) - Mike's Journey: From East Coast to West Coast
(04:12) - Working at Walmart: E-commerce and Innovations
(13:53) - Transition to Google: Ads and Automation
(18:15) - Mike from Accounting: Personal Brand and Projects
(20:57) - Encouraging Accountants to Share Their Voice
(26:57) - The Importance of Standing Out in Your Career
(28:15) - Dealing with Self-Promotion and Social Media
(29:12) - Authenticity in the Age of Influencers
(31:34) - The Role of Humor and Creativity in Accounting
(40:30) - The Future of Accounting: AI and Skills Evolution
(50:15) - Final Thoughts and Advice for Accountants

Connect with Mike Manalac
https://www.linkedin.com/in/mikemanalac
https://www.mikefromaccounting.com/

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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Launch the course on Earmark to get free CPE/CE for listening to this episode.

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This podcast is a production of the Earmark Media

The Accountant Storyteller: Building Financial Narratives at High-Growth Startups

Isaac Heller — Tue, 01 Jul 2025 05:00:00 -0700

Edwine Alphonse shares how her journey from aspiring novelist in Haiti to first accountant at high-growth companies like Circle and Ramp shaped her unique approach to financial storytelling. She discusses why accountants should embrace their power as business storytellers rather than letting finance teams take the lead, and explores how AI can free accountants from "silly work" to focus on strategic analysis and relationship building. Edwine also reveals her mission to help startup accountants recognize their untapped potential and build the operational foundations that enable company growth.

(00:00) - Introduction and Welcome
(01:17) - Edwin's Career Journey
(11:19) - Life in Haiti and Cultural Reflections
(18:16) - The Value of Accounting in Career and Immigration
(22:11) - Storytelling in Accounting
(26:54) - The Value of Accounting in Business
(27:50) - Challenges and Opportunities in Strategic Accounting
(29:52) - Introducing Your Startup CPA
(31:05) - Helping Founders and Startups with Accounting
(41:01) - The Role of AI in Accounting
(49:07) - Reflections and Future of Accounting

Connect with Edwine
https://www.thebalancedsheets.com/
https://www.yourstartupcpa.com/Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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This podcast is a production of the Earmark Media

Deterministic vs. Probabilistic: The Right Tech for Finance Problems

Isaac Heller — Tue, 03 Jun 2025 05:00:00 -0700

Jason Berwanger, CEO and co-founder of Hubify, joins Isaac to discuss why the accounting industry needs to focus on bulletproof automation before jumping into AI solutions. Drawing from his experience leading financial systems through Root Insurance's IPO and now serving high-volume PLG companies like Strava, Jason explains the critical difference between deterministic and probabilistic problems in finance. The conversation covers the challenges of building sustainable accounting tech companies, why venture capital approaches often misalign with accounting buyers' risk tolerance, and how the industry can avoid the pitfalls of "tourist" founders who lack real practitioner experience.

(00:00) - Introduction and Welcome
(00:44) - Meet Jason Berwanger: CEO and Co-Founder at HubiFi
(01:55) - Jason's Journey in Accounting and Technology
(06:14) - The Intersection of Finance and Data
(08:19) - Becoming an Entrepreneur in Accounting
(12:14) - Advice for Aspiring Accounting Entrepreneurs
(16:24) - The Role of Venture Capital in Accounting Tech
(24:16) - Automation and the Future of Accounting Jobs
(28:23) - The Strategic Role of Accounting and Finance in the Era of AI
(31:36) - The Pyramid of Finance Systems
(35:47) - Deterministic vs. Probabilistic Solutions in Finance
(42:35) - The Importance of Long-Term Sustainable Solutions
(49:09) - Future Trends in Order to Cash and Automation

Learn more about HubiFi
https://www.hubifi.com/

Connect with Jason
https://www.linkedin.com/in/jason-kyle-berwanger

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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Launch the course on Earmark to get free CPE/CE for listening to this episode.

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The Future of Accounting AI: Inside Trulli’s Launch with Trullion’s Leadership

Isaac Heller — Tue, 13 May 2025 05:00:00 -0700

Join Trullion CEO, Isaac Heller and Director of AI, Shlomo Agishtein for a behind-the-scenes look at the launch of Trulli—a new agentic AI platform built from the ground up for finance professionals.

Watch the discussion
https://youtu.be/DpUyLFHAxq8

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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This podcast is a production of the Earmark Media

Braking Systems and Black Boxes: AI Ethics in Finance

Isaac Heller — Tue, 22 Apr 2025 05:00:00 -0700

Richard Jackson, AI Assurance Leader at Ernst & Young, discusses how artificial intelligence is transforming the accounting profession after 130 years of tradition. Drawing from his Silicon Valley experience, Jackson explores the ethical implementation of AI in financial operations, emphasizing that organizations can only innovate as fast as their governance frameworks allow. He highlights data quality as the critical foundation for effective AI implementation while considering the unique challenges of "auditing the AI" as these technologies become embedded in financial systems.

(00:00) - Welcome to AI: Accounting Intelligence
(00:37) - Richard Jackson's Career Journey
(03:18) - AI and Ethics in Accounting
(07:25) - The Future of Audit and Assurance
(12:16) - Implementing AI in Organizations and Ethics
(17:13) - Challenges and Risks of AI Adoption
(21:54) - The Benefits of Being Close to Silicon Valley and AI Innovation
(25:40) - The Role of AI in Financial Auditing
(28:34) - Challenges and Risks in AI Implementation
(31:52) - Regulatory and Compliance Considerations
(41:33) - The Importance of Data Quality
(43:53) - Conclusion and Final Thoughts

Connect with Richard
https://www.linkedin.com/in/richard-jackson-20441b
https://www.ey.com/en_us/people/richard-jackson

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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Cybersecurity in Finance: Understanding Third-Party Risk Management

Isaac Heller — Tue, 08 Apr 2025 05:00:00 -0700

Demi Ben-Ari, CTO and Co-founder of Panoways, breaks down the critical cybersecurity concerns for finance professionals, from third-party risk management to AI security implications. Drawing from his background in the Israeli Air Force and maritime analytics, Demi explains how companies can build effective cybersecurity programs and why firms should prepare for upcoming AI regulations. The conversation explores both internal cybersecurity protocols and external advisory opportunities, offering finance professionals a roadmap for navigating an increasingly complex security landscape.

(00:00) - Welcome to Accounting Intelligence
(00:46) - Guest Introduction: Demi's Background
(02:26) - Founding Panoways and Cybersecurity Risk Management
(04:03) - Importance of Third-Party Relationships
(05:32) - Financial Audits and Cybersecurity
(08:41) - Cyber Selfies and Social Media Presence
(11:15) - Internal Cybersecurity Concerns for Finance Professionals
(12:35) - Data Privacy Regulations in the US and Europe
(13:44) - Supply Chain and Third-Party Risk Management
(23:06) - AI in Cybersecurity Audits
(28:46) - Cost-Saving Practices in Cybersecurity
(29:27) - Risks of Shared Accounts
(31:18) - The Role of AI in Financial Reporting
(32:09) - Human vs. Software in Compliance
(36:32) - Continuous Monitoring and Risk Management
(38:01) - Building Cybersecurity Practices in Firms
(40:19) - Implementing Third-Party Risk Management
(51:19) - Future of AI in Risk Assessment
(52:57) - Final Thoughts and Takeaways

Learn more about Panoways
https://panorays.com/

Connect with Demi
https://il.linkedin.com/in/demibenari

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

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This podcast is a production of the Earmark Media

AI, Automation, and Otto-Mates

Isaac Heller — Tue, 11 Mar 2025 05:00:00 -0700

Em Daigle, founder of Otto-Mates, shares her journey from Arthur Anderson auditor to tech-focused entrepreneur creating a matchmaking service for accountants and software solutions. Em and Isaac discuss how AI is transforming accounting from a backward-looking function to a forward-thinking business partner, exploring continuous close capabilities, audit challenges, and predictions for which Big Four firm might lead the AI revolution. Their conversation covers the evolution of accounting technology, the integrity of the profession, and advice for aspiring accountants to embrace technological change in what Em calls "the most exciting time to be an accountant.

(00:00) - Introduction and Guest Welcome
(02:11) - Em's Background and Career Journey
(04:50) - The Evolution of Accounting Technology
(06:07) - Transition to Technology and Entrepreneurship
(08:45) - AI and Its Impact on Accounting
(10:35) - Challenges and Opportunities in Accounting
(16:42) - Otto-Mates: The Matchmaking Service
(21:45) - Continuous Close and Software Solutions
(23:45) - The Future of Matchmaking in Software
(24:38) - The Right Solution for the Right Problem
(26:45) - Maintaining Independence and Integrity
(28:28) - The Role of AI in Accounting and Auditing
(29:31) - Challenges in Auditing with AI
(36:02) - Challenges and Opportunities in AI Adoption
(38:50) - Adoption of AI by Big Four Firms
(45:14) - Advice for Aspiring Accountants
(47:20) - Conclusion and Final Thoughts

Learn more about Otto-Mates
https://www.otto-mates.com/about-6-1

Connect with Em
https://www.linkedin.com/in/emdaigle

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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Where Risk Meets Growth: Inside SolarEdge

Isaac Heller — Tue, 25 Feb 2025 05:00:00 -0800

Ronen Faier shares his path from growing up in Netanya to becoming CFO of SolarEdge and serving on multiple tech company boards. Drawing from his extensive experience, he explores how the role of finance leaders is evolving from pure accounting to becoming strategic business partners who manage risk while driving growth. As artificial intelligence transforms finance departments, Faier offers valuable insights on how aspiring accountants and CFOs can prepare for a future where they'll spend less time recording data and more time analyzing it to make critical business decisions.

(00:00) - Introduction and Guest Welcome
(00:57) - Early Life and Career Aspirations
(03:28) - Challenges and Lessons from Growing Up in Netanya
(06:43) - Generational Differences in Challenges
(09:48) - The Role and Importance of a CPA
(11:02) - Transitioning from CPA to CFO
(18:47) - The CFO's Role in Managing Risks
(23:05) - Challenging Your CEO
(31:15) - Decision-Making and the Importance of Process
(34:42) - Navigating Career Paths in Finance
(35:48) - The Role and Responsibilities of a Board Member
(41:33) - The Evolution of AI in Finance
(46:34) - Challenges and Opportunities in AI Adoption
(55:04) - Future of Accounting and Finance Teams
(01:02:49) - Advice for Aspiring Financial Executives
(01:04:35) - Conclusion and Final Thoughts

Learn more about SolarEdge
https://www.solaredge.com/us/

Connect with Ronen
https://il.linkedin.com/in/ronen-faier-328501

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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This podcast is a production of the Earmark Media

The AI Advantage: Trullion and RSM Transform Lease Accounting

Isaac Heller — Tue, 28 Jan 2025 05:00:00 -0800

Join Trullion and RSM for an in-depth exploration of how AI is revolutionizing lease accounting and administration workflows. This webinar covers essential day-two compliance considerations, the benefits of business process outsourcing for lease accounting, and demonstrates how AI-powered technology can streamline document processing and portfolio management. Whether you're managing a complex lease portfolio or looking to optimize your accounting processes, this episode offers valuable insights into combining expert services with innovative technology.

Watch the Webinar
https://trullion.com/webinars/ai-advantage-lease-accounting/

Learn more about Trullion
https://trullion.com

Learn more about RSM
https://rsmus.com/

Scott Singerman
https://www.linkedin.com/in/scottsingerman
Katie Ellington
https://www.linkedin.com/in/katherine-ellington-4b5201169
Amanda Davis
https://www.linkedin.com/in/amanda-davis-50566559
Amanda Nessel
https://www.linkedin.com/in/amanda-nessel

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This podcast is a production of the Earmark Media

AI for Enterprise Lease Accounting

Isaac Heller — Tue, 14 Jan 2025 05:00:00 -0800

Explore how AI is transforming lease accounting in this webinar rebroadcast featuring Trullion and Grant Thornton. Learn about AI-powered lease abstraction, managing complex modifications, and practical approaches for modernizing your lease accounting processes.

Learn more about Trullion
https://trullion.com

Learn more about Grant Thornton
https://www.grantthornton.com

Ben Chacko
https://www.linkedin.com/in/benchacko
Lisa Kaestle
https://www.linkedin.com/in/lisa-kaestle-a2b17b217
Jordan Sklar
https://www.linkedin.com/in/jordan-sklar-a82996b0
Isaac Heller
https://www.linkedin.com/in/isaacheller

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This podcast is a production of the Earmark Media

The Future of Financial Truth

Isaac Heller — Tue, 03 Dec 2024 05:00:00 -0800

Kris Bennatti, CEO and co-founder of Hudson Labs, shares her journey from KPMG auditor to AI entrepreneur, including how her company accurately predicted financial risks at Supermicro. She discusses the evolving relationship between AI and accounting, arguing that while AI won't replace skilled accountants, it can dramatically improve how financial information is analyzed and consumed. The conversation explores the challenges of building an AI company in the financial sector, the impact of social media on business growth, and Hudson Labs' mission to transform how companies communicate with stakeholders.

(00:00) - Welcome to AI: Accounting Intelligence
(00:53) - Supermicro and AI-Driven Predictions
(08:37) - Entrepreneurial Journey and Background
(15:12) - AI in Accounting and Audit
(22:50) - Building a Brand and Social Media Strategy
(33:42) - Mission and Future of Hudson Labs
(40:24) - What Are You Doing with AI?
(44:31) - What's Next For Hudson Labs and Kris
(46:35) - Conclusion and Future Plans

Learn more about Hudson Labs
www.hudson-labs.com
Connect with Kris

LinkedIn: https://www.linkedin.com/company/hudson-labs/

Twitter: https://x.com/HudsonLabs

Check out Suhas Pai's book: https://www.oreilly.com/library/view/designing-large-language/9781098150495/

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Pioneering AI in Law and Accounting

Isaac Heller — Tue, 22 Oct 2024 05:00:00 -0700

This week Isaac is joined by Noah Waisberg, founder of Kira Systems and Zuva, to discuss his journey from lawyer to AI entrepreneur. Noah shares insights on the evolution of contract analysis technology, from early machine learning approaches to today's large language models. The conversation explores the intersection of legal and accounting AI, delving into topics like structured information extraction from contracts, risk scoring, and the potential for AI to enhance pre-signature contract review processes. Noah also offers his perspective on the build vs. buy decision for AI tools in professional services firms.

(00:00) - Introduction and Guest Welcome
(00:45) - Noah Waisberg's Journey from Lawyer to AI Entrepreneur
(01:57) - Challenges and Successes in Building AI for Contract Review
(05:04) - Intersection of Legal and Accounting AI
(07:04) - Deep Dive into Contract Review Processes
(11:01) - Evolution of AI in Legal and Accounting Tech
(16:06) - Early Days of AI Contract Tech Industry
(18:57) - Teaching AI to Understand Contracts
(24:21) - Leveraging Open Source LLMs
(25:59) - Co mbining Old and New AI Technologies
(30:59) - The Importance of User Interface in AI
(34:16) - Build vs. Buy: AI Solutions for Companies
(40:24) - Exciting AI Applications in Legal and Accounting
(44:19) - Conclusion and Future Prospects

Learn more about Trullion
https://trullion.com
Learn more about Zuva
https://zuva.ai/Connect with Noah Waisberg
https://ca.linkedin.com/in/noahwaisberg
Buy Noah's Books
https://www.amazon.com/stores/author/B08QNG8B13

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Building Your Cloud-Based Audit Tech Stack

Isaac Heller — Tue, 08 Oct 2024 14:00:00 -0700

This bonus episode explores the evolving landscape of audit technology, focusing on the shift from all-in-one solutions to integrated, best-of-breed tech stacks. Industry experts discuss the key characteristics of modern audit tools, including cloud-based architecture, open APIs, and a commitment to continuous innovation. The conversation culminates in a practical demonstration of how point solutions can work together to automate traditionally manual audit processes, offering a glimpse into the future of efficient, data-driven auditing.

Learn more about Trullion
https://trullion.com

Jeff Gramlich
https://www.linkedin.com/in/jgramlichcpa
https://www.validis.com
Jeremy Smith
https://www.linkedin.com/in/jeremydeveresmith
https://www.suralink.com
Kevin Fulcer
https://www.linkedin.com/in/kevin-fulcer-09533420
https://www.bakertilly.com
Jordan Sklar
https://www.linkedin.com/in/jordan-sklar-a82996b0

Get NASBA Approved CPE or IRS Approved CE
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This podcast is a production of the Earmark Media

Accelerating FRS 102: Leveraging AI & Accounting Advisory to Streamline Compliance

Isaac Heller — Tue, 24 Sep 2024 14:00:00 -0700

This bonus episode explores the upcoming changes to FRS 102 and how companies can prepare for the 2026 deadline. Isaac and Ian Greenwood, Partner in Accounting Advisory at KPMG discuss the major updates to lease accounting and revenue recognition, highlighting potential challenges and practical solutions. The conversation delves into how artificial intelligence and modern software tools can streamline the adoption process, offering insights on data extraction, contract analysis, and ongoing compliance management.

Learn more about Trullion
https://trullion.com

Connect with Ian Greenwood
https://kpmg.com/uk/en/home/contacts/g/ian-greenwood.html
https://uk.linkedin.com/in/ian-greenwood-0bbb102b

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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From CPA to EV Founder

Isaac Heller — Tue, 10 Sep 2024 05:00:00 -0700

Guzel Lumpkin shares her remarkable journey from a small Russian village to becoming a CPA, CFO, and now CEO of EVLUV, an electric vehicle charging startup. From her early days as a CPA at Deloitte to navigating IPOs for tech giants, Guzel shares valuable lessons on leveraging financial acumen in the startup world. Her current venture into the EV charging space highlights the importance of understanding both numbers and market needs in entrepreneurship.

(00:00) - Welcome to AI: Accounting Intelligence
(01:35) - Guzel's Career Journey
(05:38) - Early Career and Big Four Experience
(11:23) - Impact of AI and Technology at Big 4
(17:55) - Transition to Tech Startups
(21:21) - IPO Experiences and Lessons
(26:39) - Implementing Technology and AI in Accounting
(29:31) - Challenges and Innovations in Accounting Automation
(33:51) - The Journey From CFO to Entrepreneurship
(35:16) - The Birth of EVLuv
(40:32) - Applying Lesson's You Learned at Other Companies Now to Your Own
(45:40) - EVLUV's Pricing and Business Model
(51:10) - Advice for Aspiring CPA and CFO Entrepreneurs
(53:08) - Conclusion and Final Thoughts

Learn more about Trullion
https://trullion.com
Learn more about EVLUV
https://evluv.io
Connect with Guzel Lumpkin
https://www.linkedin.com/in/guzel-lumpkin-ceo

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

AI Hype vs. Reality

Isaac Heller — Tue, 27 Aug 2024 05:00:00 -0700

Isaac Heller and guest Blake Oliver dive deep into the world of AI in accounting, examining recent VC investments and emerging trends. They discuss the potential for AI to augment and automate various accounting tasks, from bookkeeping to auditing, while exploring the challenges of implementation and data management. The conversation also touches on how these technological shifts may impact the accounting workforce and reshape the competitive landscape for both startups and established firms.

(00:00) - Welcome to AI Accounting Intelligence
(00:38) - AI and Accounting: The Hype and Reality
(02:18) - Analyzing VC Perspectives
(04:10) - The Death of the Big Four?
(05:40) - Emergence's Matrix and Automation Potential
(13:30) - AI's Role in Auditing
(17:03) - Challenges and Opportunities in AI Adoption
(25:22) - Future of AI in Accounting
(29:52) - The Role of AI in Excel and Data Management
(31:06) - Cost Constraints and Efficiency of AI
(32:37) - Smart Query Structuring and Enterprise Search
(36:14) - Big Four and AI Investments
(38:21) - Challenges and Opportunities in AI Adoption
(45:31) - The Talent Shortage
(48:58) - Private Equity and Accounting Firm Buyouts
(52:53) - The Future of AI in Accounting
(57:08) - Conclusion and Final Thoughts

Learn more about TrullionConnect with Blake Oliver
https://www.linkedin.com/in/blaketoliver

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
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Review
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Subscribe
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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Balancing AI and Human Insight in Modern Finance

Isaac Heller — Tue, 13 Aug 2024 07:00:00 -0700

Artie Minson, President and CEO of LeafLink, shares his journey from public auditor to C-suite executive in this insightful discussion. He offers valuable perspectives on the enduring importance of accounting and auditing in an increasingly complex business landscape. Minson also explores the potential impact of AI on the finance profession, emphasizing the continued need for human judgment alongside technological advancements.

(00:00) - Introduction and Guest Welcome
(00:39) - Artie Minson's Career Journey
(02:28) - The Value of an Audit Career
(05:26) - Future of Public Audit
(10:04) - Impact of AI on Accounting
(15:02) - AI and the Future of Auditing
(21:54) - Final Thoughts and Conclusion

Learn more about TrullionConnect with Artie Minson
https://www.linkedin.com/in/artie-minson
Learn about LeafLink
https://www.leaflink.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
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Subscribe
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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

The Future CFO: AI, Coding and Beyond

Isaac Heller — Tue, 30 Jul 2024 05:00:00 -0700

In this episode, Isaac sits down with Nic Boucher, a renowned AI and finance expert, to explore the cutting-edge intersection of artificial intelligence and financial management. They discuss the latest AI tools transforming the industry, the importance of Python skills for finance professionals, and how companies of all sizes can implement AI strategies. Boucher shares his unique perspective on why finance teams are poised to become AI champions within their organizations and offers practical advice for upskilling in this rapidly evolving field.

(00:00) - Introduction and Guest Welcome
(00:57) - Nic Boucher's Background and Career Journey
(05:01) - Building a Community of Finance Influencers
(07:03) - AI in Finance: Tools and Trends
(10:57) - The Future of AI in Finance
(17:10) - Thoughts on Early Scale Venture Model for AI Tools
(24:40) - The Space for Smaller AI Companies in the Market
(29:36) - Roadmaps for Different Sized Companies Using AI
(39:21) - The Importance of Python in Finance
(46:45) - Upskilling and Mastering AI in Finance
(51:06) - Conclusion and What's Next for Nic

Learn more about Trullion

Connect with Nicolas Boucher
https://nicolasboucher.online/

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

The Power of People

Isaac Heller — Tue, 16 Jul 2024 05:00:00 -0700

In this episode, Larry Quinlan, former Global CIO of Deloitte and current Fortune 500 board member, shares his journey from a small Caribbean island to the upper echelons of corporate leadership. Larry discusses the importance of mentorship, the power of effective communication, and how to navigate career transitions in the fast-paced world of technology and professional services. His unique perspective on leadership, the role of accounting firms, and the impact of emerging technologies like AI provides valuable insights for professionals at all career stages.

(00:00) - Introduction to Larry Quinlan's Journey
(01:06) - From St. Kitts to Global CIO: Larry's Early Years and Career Shift
(04:06) - The Impact of Roots and Growth: Insights from St. Kitts to Deloitte
(07:05) - Ambition and Leadership: The Path to Global CIO
(11:46) - Embracing People and Change: Key to Leadership Success
(13:31) - Navigating Career Pivots: From New York to Global Influence
(21:22) - From Being Hands on to Becoming a Leader of a Team
(25:23) - Inside the Boardroom: Leadership and Communication at the Top
(36:19) - The Role Technology Plays in Accounting
(44:01) - Looking Forward: Personal and Professional Excitement

Learn more about Trullion

Connect with Larry Quinlan
https://www.linkedin.com/in/larryquinlan

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Founders, Investors, and the Financial Tightrope

Isaac Heller — Tue, 02 Jul 2024 05:00:00 -0700

In this episode, Alex Oppenheimer, general partner and founder of Verissimo Ventures, shares his expertise on the critical role of finance and accounting in early-stage startups. Alex discusses the importance of creating an economic model early on, even before incorporating, to understand the value a company delivers and its potential profitability. He also delves into the challenges founders face when balancing aspirational goals with financial realities and the significance of tracking the right metrics for their business. Throughout the conversation, Alex emphasizes the need for clear communication and alignment among founders, investors, and financial professionals to ensure long-term success.

(00:00) - Introduction and Alex's Background
(01:30) - Alex's Journey and Experience in Venture Capital
(04:41) - The Evolution of Alex's Venture Fund
(06:24) - Understanding Economic Models in Business
(10:54) - The Importance of Accurate Accounting in Early Stage Companies
(16:31) - The Role of GAAP in Early Stage Companies
(18:16) - Understanding Revenue Recognition and Depreciation
(24:45) - The Challenges of Revenue Recognition in SaaS
(27:45) - The Importance of Metrics in Business
(28:40) - The Role of Governance in Early Stage Businesses
(29:30) - The Importance of Audits in Business
(32:05) - The Role of Founders in Business
(32:54) - The Challenges of Early Stage Companies
(38:11) - The Risks of Misleading Financials
(46:57) - The Role of AI in Finance and Accounting
(51:50) - Final Thoughts and Advice for Accounting Professionals

Learn more about Trullion

Connect with Alex Oppenheimer
https://il.linkedin.com/in/alex-oppenheimer

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Accounting in the AI Era

Isaac Heller — Tue, 18 Jun 2024 11:39:50 -0700

In this inaugural episode of Accounting Intelligence, host Isaac Heller sits down with Jody Padar. Jody shares her journey to becoming a leading influencer in the industry, offering insights on building an authentic personal brand and embracing change. The conversation dives deep into the disruptive potential of AI in accounting, exploring how technology is reshaping traditional business models and creating opportunities for forward-thinking professionals. Jody and Isaac discuss strategies for accountants to adapt, upskill and position themselves for success in an increasingly AI-driven landscape.

(00:00) - Introduction to Accounting Intelligence Podcast
(00:28) - Jody Padar: The Radical CPA
(00:46) - The Love for Accountants and CPAs
(02:38) - Becoming an Accounting Influencer
(06:17) - The Importance of Consistency and Listening in Social Media
(09:32) - AI in Accounting: Pre and Post Pandemic
(16:22) - The Evolving Landscape of Accounting Firms
(20:22) - The Acceleration of Automation in Accounting
(21:12) - Private Equity's Role in Modernizing Accounting Firms
(23:01) - Economic Implications of AI in Accounting
(24:11) - Revolutionizing Cost Structures with Technology
(27:57) - The Tech Backlash and AI's Future Impact
(29:24) - Adapting to Technological Changes in Accounting
(31:31) - Embracing Change and Future-Proofing Careers
(34:23) - Engaging with Resistant Professionals
(34:37) - Advice for engaging resistant professionals
(38:08) - Conclusion and Final Thoughts

Learn more about Trullion

Connect with Jody Padar
https://x.com/JodyPadarCPA
https://www.linkedin.com/in/jody-padar-18a9711
Get Jody's book: Radical Pricing

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
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Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page