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By Isaac Heller
The podcast currently has 10 episodes available.
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.
Learn more about Zuva
Connect with Noah Waisberg
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
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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
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
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
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
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.
Learn more about EVLUV
Connect with Guzel Lumpkin
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
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.
Connect with Blake Oliver
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
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.
Connect with Artie Minson
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
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.
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
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
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.
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
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
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.
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
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.
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
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
The podcast currently has 10 episodes available.