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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.comLearn 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/B08QNG8B13Connect with Isaac Heller
https://www.linkedin.com/in/isaachellerGet 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
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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
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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.comJeff 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-a82996b0Get 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
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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.comConnect with Ian Greenwood
https://kpmg.com/uk/en/home/contacts/g/ian-greenwood.html
https://uk.linkedin.com/in/ian-greenwood-0bbb102bConnect with Isaac Heller
https://www.linkedin.com/in/isaachellerGet 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
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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.comLearn more about EVLUV
https://evluv.ioConnect with Guzel Lumpkin
https://www.linkedin.com/in/guzel-lumpkin-ceoConnect with Isaac Heller
https://www.linkedin.com/in/isaachellerGet 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
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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/blaketoliverConnect with Isaac Heller
https://www.linkedin.com/in/isaachellerGet 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
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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.comConnect with Isaac Heller
https://www.linkedin.com/in/isaachellerGet 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
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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 TrullionConnect with Nicolas Boucher
https://nicolasboucher.online/
Connect with Isaac Heller
https://www.linkedin.com/in/isaachellerGet 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
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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 TrullionConnect with Larry Quinlan
https://www.linkedin.com/in/larryquinlan
Connect with Isaac Heller
https://www.linkedin.com/in/isaachellerGet 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
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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 TrullionConnect 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
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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 TrullionConnect 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
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
