Can you really achieve finance transformation without "Change Management"? Truth be told, there is quite the debate about this topic, so we sat down with an expert who really knows Change Management and finance transformation to see what she had to say about the topic and Francesca Valli did not disappoint. Francesca shares great tips and an inside look ... Show More
Aug 2025
Why I Choose Focus Over Boundaries in Business
In this episode of The Finance and Accounting Show, Terrell A. Turner, CPA shares a candid take on why he doesn't follow the traditional advice of setting strict boundaries in business. Instead, he explains his personal approach—extreme focus—inspired by lessons from his military ... Show More
11m 34s
Jul 2025
Spotting Red Flags: A Tax Fraud Investigation Insight
In this episode of the Finance and Accounting Show, we dive into a real-world tax fraud case involving Steven T. Mellinger III, who conducted a $106 million fraud scheme over nearly a decade. Learn how the IRS uncovered this massive scam, the mistakes that were made, and the key ... Show More
6m 14s
Mar 2022
What the FinTech? | S.3 Episode 3 | Lending a hand
In this episode of the What the Fintech? podcast, we’re joined by Bill Verhelle, CEO and founder of QuickFi.
In our News in Numbers section, Bill discusses the importance of APIs and their key role in digital banking after a new Cornerstone Advisors report revealed around 40% of ... Show More
22m 46s
Sep 2017
Jeff Porter & Barbara Schelhorn - Why Financial Planning? Because Investing Alone Won't Get You There | #73
In Episode 73, we welcome Jeff Porter and Barbara Schelhorn from the financial planning group, Sullivan Bruyette Speros & Blayney. We start with Jeff’s background. He was a contemporary of Meb’s at the University of Virginia. The guys share a laugh recalling running out of class ... Show More
1h 12m
May 2023
435 | Tipped Finance | Barbara Sloan
<p>Oftentimes on our show, we talk to people on the FI journey with "regular" 9-5 jobs, and other times we talk to those who have achieved their FI goal and are able to retire from their careers. However, we rarely talk about money management and FI when it comes to those working ... Show More
54m 1s
<p dir="ltr">When you look at what you have built with fresh 👀 eyes, is it a mish-mashed business of different offers, haphazardly piecemealed together over time?</p> <p dir="ltr">Does your business feel disjointed, jumbled and even chaotic?</p> <p dir="ltr">One of our clients ... Show More
