Nov 2023
Encore | Preparing for the Unexpected: The Ins and Outs and the Value of Succession Planning
Succession planning, catastrophe planning, contingency planning--whatever you want to call it, these plans are important not just for customers and registered representatives but can even be a matter of life or death when it comes to the continued existence of a firm. On this epi ... Show More
27m 24s
Oct 2023
Scary Money: The Latest Research from FINRA Investor Education Foundation
Forget ghosts and goblins, few things are as scary as household finances for U.S. adults. In a recent nationally representative survey, more than 1,000 adults shared what worries them most in their lives. The most common answer? Money. On this episode, we sit down with Gerri Wals ... Show More
23 m
Jan 2025
What an AI-powered finance function of the future looks like
In this bonus episode of Inside the Strategy Room, we feature an interview with OpenAI CFO Sarah Friar from the At the Edge podcast. Sarah joined our senior partner, Lareina Yee, to discuss how to lead through this era of intense technological change and what it means for the fut ... Show More
28m 19s
Aug 2024
213. Bonus: Starting a new CFO role
This week, Yuval Atsmon, the newly appointed head of McKinsey's finance function, joins us to share his perspectives on the chief finance role. Yuval is also a client-serving senior partner in our firm's Technology, Media & Telecommunications, and Consumer Packaged Goods practice ... Show More
18m 46s
May 2024
Junta Nakai, Head Of Financial Services At Databricks, On Revolutionizing Financial Services Using AI And Data
In this episode of Innovators’ Exchange, our host Hiten Patel meets Junta Nakai, the global head of financial services at Databricks, a data and artificial intelligence (AI) company that offers a cloud-based data intelligence software for more than 10,000 customers. During the di ... Show More
37m 3s
Dec 2024
The Deal Room: Investment Banking & Attempted Murder
In this episode, Anthony Cheung and Stephen Barnett discuss the latest news in finance, including Nvidia's cash management and potential M&A strategies, BlackRock's aggressive acquisitions in private markets, ongoing antitrust challenges facing Google, the approval of Vodafone an ... Show More
30m 26s
Sep 2024
RANE Insights: Special Episode for the 2024 RANE & NASDAQ Risk Summit: Fireside Chat with Jim Nadler and Van Hesser
In preparation for RANE and Nasdaq’s upcoming summit on September 9th, RANE founder and chief collaborative officer David Lawrence is sitting down with a number of industry leaders to discuss major compliance, security, and geopolitical issues that are top of mind for global orga ... Show More
59m 22s
May 23
Corporate Finance Explained | Corporate Turnarounds: Rebuilding Financial Health
What happens when a company starts slipping, has declining margins, mounting debt, or cash flow concerns? In this episode of Corporate Finance Explained on FinPod, we take a closer look at how businesses bounce back from financial distress and the critical role corporate finance ... Show More
14m 43s
Dec 2020
Applying AI to Merchant Services with Adrian Talapan of Fee Navigator: Ep 145
Artificial Intelligence (AI) and Machine Learning have tremendous potential and applications to the business world. On this episode, Adrian Talapan, Co-founder and CEO of FeeNavigator, joins to discuss how they've applied AI to their tool which offers instant merchant statement a ... Show More
43m 23s