Corporate #treasurers need to brace themselves for any number of scenarios that can turn a bad day into the worst day — when screens and operating systems go dark after fraudsters have taken systems down. Mark McNulty , Citi 's managing director and head of clearing and FI payments, tells me how treasurers are using new payments, tools and tech to prep for the worst kind of day they hope to never see. …see more

What you don’t know is what can really hurt your business - but how do you know what you don’t know? In a new podcast, Yinglian Xie , CEO and co-founder of DataVisor , talks with me about filling in the blind spots that fraudsters can exploit, and using new tech to spot hidden patterns. …see more

The global financial services market's modernization efforts are in full swing, and at the heart of this effort is improving the visibility of B2B payments across borders. I spoke with Manish Kohli , global head of Payments and Receivables at Citi  Treasury and Trade Solutions, about the launch of Citi Payment Insights and the value he hopes it will deliver to corporates. In a word, Kohli said, it’s all about control. …see more

Even with piling bills and increasing household debt, American consumers are more optimistic about their financial future than in the recent past — even those living paycheck to paycheck. So, what’s behind the feel-good factor? Our latest Financial Invisibles Report unpacks over 460 data points from a survey of 2,000 U.S. consumers to examine the complex relationships between their income, personal finances, financial habits and financial products they use. …see more

Amazon  Pay’s GM and VP tells me what he enjoyed most about the winning entries in the 2018 PYMNTS Voice Challenge - and why #Alexa will just say no to ads.

What does the birth of Beyoncé and Jay-Z’s twins last July have to do with the string of horrible weather the world has had ever since? About as much as Facebook, Amazon, Google and Apple’s success has had on middle class income inequality — but wouldn’t if they were broken up. That’s a claim that entrepreneur and NYU professor, Scott Galloway, lays out in his book and new 7,000-word Esquire magazine article. Here are four key points — and only 3,000 words — to push back. …see more

As retailers look to compete every which way they can with Amazon  - they might want to look at a 92-year-old business model that transformed how consumers bought products using a new sales channel. Launched in 1926, the Book of The Month Club made consumers members and gave them great deals on buying a curated selection of books. That business and its membership model went south as Amazon’s sales went north, but its making a comeback. New platforms using membership models are finding riches in curated retail niches that Amazon, with its scale, isn’t serving. It’s an irony that shouldn’t go unnoticed. …see more

Life insurance is an industry that Fabric co-founder Adam Erlebacher tells me is ready to be reinvented, especially since the number of people buying it has been on the decline since the 1970s.

Go broad, not deep. CoverWallet on igniting its online business insurance platform. -- David Evans and I chat with one of the companies founders, Rashmi Melgiri . https://lnkd.in/dM3zhPR

Who said DNA couldn’t be digital? IdentityMind Global uses digital DNA in the fight against fraud. https://lnkd.in/ejZSx_2

Listen up (literally). New podcast on what makes on demand marketplaces pay. Hyperwallet Systems Inc. 's Tomas Likar explains. https://lnkd.in/ezuZwW6

CRAZY TAX SEASON OPPORTUNITY!!!! 12 month of after-the-fact bookkeeping I know! I can't believe it! But I want my RADICAL friends to get this opportunity! #radicalcpa #TAX #CPA #WRITEUP #TAXPARTNER #accountingtech #cpalove #accountantlove https://bit.ly/39OpuvC …see more

Thursday, Jan. 14, 2021 | 12 pm EST | Let's Get Radical ... LIVE! We've got a new tax form this year: 1099-NEC. Consider tomorrow's Let's Get Radical ... LIVE! your first tax season training tool, because we're going to answer your questions about how to use 1099-NEC, who gets this form, and when. Know someone who should sit in on this interview? Forward this to them, the more the merrier ... as you know, we are all about spreading knowledge here at #radicalcpa . Join me and Jaime Lizotte TOMORROW, right here on LinkedIn, during your lunch break 🥪. Big thanks to efile4Biz.com and Botkeeper for making this session possible! #CPAs #accountants #accountingfirm #RadicalCPA #RadicalCPALive #CPALove #accountantlove #1099NEC #Form1099 …see more

Hey friends! I'm taking a break from #LetsGetRadical ... LIVE! today to enjoy the holidays with my family. I'll be back next week, Thursday at noon EST, to share more #radical tips for #CPAs and #accountants . Until then ... #HappyHolidays #PeaceLoveJoy …see more

Thoughts on advisory from Frank Rochon , Co-Founder of Growth CPR : “To mitigate against the risk or AI and RPA, you have to change the DNA of your firm to think like advisors.” I agree! Listen to the full recording below for more thought leadership from Frank and Peter Mares . https://lnkd.in/dswF42j Thanks to Botkeeper for sponsoring! …see more

Join me this Thursday for a discussion with Growth CPR Co-Founders Frank Rochon and Peter Mares as we talk about how CPA firms can create an advisory culture. Don't miss this next episode of Let's Get Radical ... LIVE! sponsored by Botkeeper . #radicalcpa #CPAs #accountingfirm #RadicalCPALive #CPAlove #accountantlove …see more

It bugs me that people try to say that CPAs aren't innovative. That's not true at all! One of the problems of this false narrative is that CPAs themselves start believing it. Next Tuesday, 11/10 I'm presenting a keynote on how CPAs can tap into their innovative side to change their firms' DNA. Join me at the Canopy Innovation Summit and save the keynote to your calendars -- 2:30 EST. Here's the link to register: https://lnkd.in/dKCWnXn #radicalcpa #innovation #cpas #accountants …see more

Tomorrow, I'll be replaying the absolutely fantastic and insightful panel discussion from the book launch for Botkeeper for Dummies. If you missed the live broadcast, this is the next best thing to the inside scoop! We had an all-star lineup. Chris Mahl, President and CRO at Botkeeper ; Byron Patrick, VP of Growth and Success at Botkeeper; Enrico Palmerino, CEO and Founder at Botkeeper; Erron Stark, DVP of Channel Sales at ADP ; Patrick Strausbaugh, CPA and Partner at Jenkins, Magnus, Volk & Carroll, P.C. ; and Jim Bourke, CPA and Partner at Withum . Tune in right here on LinkedIn at 11:30 EST and message me with any questions about the book! #radicalcpa #botkeeperfordummies #bfd #botkeeping #cpas #accountants …see more

Join me and other dynamic speakers for a virtual CPE event on 5/28! We're talking about how to move beyond the 'now' and chart a course for future governance and #riskmanagement . Register by 5/20 for an early bird discount. https://lnkd.in/dxvTWZd #cpas #accountants …see more

So here's an interesting insight from my conversation w/ Erron Stark of ADP yesterday. “There is close to $600 billion of additional funding available outside of the CARES Act.” Do your clients need more money? Watch the session recap for Erron's advice on where to find it. Thanks to ADP for sponsoring! #radicalcpa #covid19 #coronavirus #cpas #accountants #cpalove #accountantlove https://lnkd.in/dV83iHG …see more