Jumping back into the topic of native cloud web services, hear from Vega Cloud CEO and Co-Founder, Kris Bliesner, about why they’re so pivotal in today's rapidly advancing tech landscape. Kris takes us through a masterclass on the topic, sharing stories from large organizations’ migrations and hard lessons learned along the way.  

Don’t miss this episode to demystify what it means to migrate to the cloud, takeaways from Capital One’s implementation, and fun stories from Brett and Kris’ former startup days.

Relevant Links:

Coupon Code: Try Trovata’s automated forecasting 10% off every month for one year using coupon code: FC10

This episode is brought to you by Trovata.io.

Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://bit.ly/3JXHbcC. 

Connect with our hosts:

Joseph “JD” Drambarean

Brett Turner

About Joseph “JD” Drambarean

JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

About Kris Bliesner:

Kris Bliesner is a co-founder and CEO of Vega Cloud.  Vega Cloud’s mission is to help businesses optimize their cloud infrastructure to help reduce waste and lower their cloud bills.  Kris is a serial entrepreneur and a cloud pioneer who has helped many large organizations migrate to public cloud infrastructure.  Kris has an extensive background in both startups and technology with a focus on IT operations, systems development and infrastructure management.
Connect with Kris on LinkedIn: https://www.linkedin.com/in/kris-bliesner/

Remember the adage, “If you can't convince them, confuse them?” Many treasury tech providers do just that when they tout their “cloud-based” software. Most of us would never know the difference between legacy software moved to the cloud vs cloud-native software. 

Well, why does it even matter? Because knowing the difference will save you a lot of pain in the future and quite a lot of cash! 

In this Fintech Corner episode, Trovata CEO and founder, Brett Turner, and host and Trovata CPO, Joseph Drambarean, discuss the tough questions to ask when assessing a cloud-based tech provider. 

Episode Highlights:

Coupon Code: FC10 – 10% off every month for the first year

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast today!

This episode is brought to you by Trovata.io. Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://bit.ly/3JXHbcC. 

Connect with our hosts:

About Joseph “JD” Drambarean

Joseph Drambarean is the Chief Product Officer as well as CTO at Trovata. Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

On the heels of the pandemic, inflation has spiraled upward to levels we haven’t experienced since the 70's. Is it here to stay? How is this impacting rates? Investing has become the hot topic in corporate finance—should your businesses be investing its excess cash, and how?

Listen to this episode of Fintech Corner where JD and Brett are joined by Paul Przybylski, Morgan Money Managing Director of JP Morgan Asset Management Liquidity Business where they discuss investing for corporates, interest rates, investment tech, and more!

Episode Highlights:

Learn more about Trovata’s integration with Morgan Money here: https://bit.ly/3lOiGH3

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast today!

This episode is brought to you by Trovata.io.

Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://bit.ly/3JXHbcC. 

Connect with our hosts and guest:

About Joseph “JD” Drambarean

Joseph Drambarean is the Chief Product Officer as well as CTO at Trovata. Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises. Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University. Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

About Paul Przybylski:

Paul Przybylski, Managing Director, is Global Head of Product Strategy and Morgan Money. In this role, he is responsible for the definition and creation of money market funds, ultra-short fixed income funds, ETFs across multiple currencies, and business strategic initiatives. He is also the head of J.P. Morgan Asset Management's trading and analytics platform, Morgan Money. Paul is a member of the Global Cash Investment Policy Committee, Managed Reserve Investment Policy Committee, Global Liquidity Operating Committee, and the Client Service Americas Management Team. He is also a member of the ICI Institutional MMF Committee. Previously, he was CFO with the Global Fixed Income and Liquidity business with additional COO responsibilities for Global Liquidity. Przybylski joined J.P. Morgan in 2009 with seven years of industry experience. Connect with Paul on LinkedIn: https://www.linkedin.com/in/paul-przybylski-89674bb3/ 

“What’s my exposure?” “Can I access my cash?” “How can I protect my company’s liquidity moving forward?” Startups were all asking these questions as the SVB collapse played out and Trovata was no exception. 

In this episode of Fintech Corner, JD and Brett share their reactions to the collapse, its implications for every business, and tools to power a proactive multibank cash management strategy.

Episode highlights:

Additional Resources: 

Connect your first bank for free TODAY! 

This episode is brought to you by Trovata.io.

Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at hthttps://bit.ly/3JXHbcC. 

Connect with our hosts:

About Joseph “JD” Drambarean

Joseph Drambarean is the Chief Product Officer as well as CTO at Trovata. Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean 

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.
Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/ 

Finance pros, ever wondered why corporate banking doesn’t come with all the bells and whistles that you see on the consumer banking side? Venmo and PayPal pioneered peer-to-peer payments, pushing the banks to innovate and create their own products to match, such as Zelle. Unfortunately, the same couldn’t be said for corporates, until now.

Over the past 15 years, the gap between ERPs and banks has widened so much that an entire ecosystem developed around it, making third party payment vendors hugely successful. However, open banking APIs that let you send payments through the banks’ existing payment rails are going to change everything! In this episode of Fintech Corner, JD and Brett discuss how you can now send mass payments programmatically (read - automatically) without third party fees - the way it should be!

Episode highlights:

Coupon Code: Use FC10 to try Trovata’’s advanced features for 10% of your first year.

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast today!

This episode is brought to you by Trovata.io.

Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://bit.ly/3JXHbcC.

Connect with our hosts:

About Joseph “JD” Drambarean

Joseph Drambarean is the Chief Product Officer as well as CTO at Trovata. Joseph is one of the founding members of the company and the first engineer. Before Trovata he worked with companies like Capital One where he was at the forefront of digital transformation, leading product management as head of the innovation labs and mobile banking teams. Joseph is driving innovation around rapid deployment and customer onboarding, bank-grade security, and machine learning at Trovata, creating a more consumerized user experience for customers from small businesses to enterprises.

Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean

About Brett Turner:

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/

Had a chance to play around with ChatGPT yet? The fastest growing app of all time, ChatGPT is a generative AI tool that allows you to have human-like conversations with a chatbot. You can ask it questions and it can assist with tasks like composing emails, writing essays, and coding.

We, not unlike the rest of the world, are in total awe of what it can do. It’s clear that technology and humanity has reached a tipping point where super-intelligence is not far out of reach. But, as of now, it’s looking like we’re in the wild west of AI!

In this Fintech Corner episode, host and Trovata CPO, Joseph Drambarean, chats with Kevin Bell, the Head of Client Solutions at Trovata, about fears around ChatGPT automation, whether or not its output can be trusted, and how we can use it in finance in a creative way.

Highlights:

Coupon Code: FORECASTING2023 to try Trovata’s automated forecasting 100% free for 2 months.

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast today!

This episode is brought to you by Trovata.io.

Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://bit.ly/3JXHbcC.

Connect with our hosts:

March madness is just around the corner and when you think about it, cash flow management is like basketball. The treasuries that don’t solve their bank connectivity issues before working on their forecasting are like basketball players who skip the fundamentals - like dribbling - and go straight to free throws.

To get to the juicy analysis work, you’ve got to be able to get a handle over your cash flows easily and not get bogged down in bank portals and spreadsheets. It’s long been thought that the difficulty of connecting bank data and disparate tools is a mountain that’s just too high to climb. However, there is a way out of the spreadsheet madness. No more diving through multiple bank portals and spreadsheets to answer simple questions like “Where’s our cash going?” or “How much cash will we have on hand tomorrow?”

In this episode of Fintech Corner, host and Trovata CPO, Joseph Drambarean, chats with Kevin Bell, the Head of Client Solutions at Trovata, all about how bank data aggregation automation can enable you to gain deeper cash insights in near real-time, borrow and invest more intelligently, and make data-driven decisions to extend your financial runway.

Episode Highlights:

Join the conversation by joining our Slack Community, The Trove!

Check out a spin off conversation from this episode where we dive deeper into the ChatGPT conversation. (post after the next one drops?)

Coupon Code:

Use coupon code FORECASTING2023 to try Trovata’s automated forecasting 100% free for 2 months.

Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast today!

This episode is brought to you by Trovata.io.

Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://bit.ly/3JXHbcC.

Connect with our host & Guest:

Times are changing, and it’s no secret that the current economic downturn is taking a toll on startups. Founders are forced to find innovative ways to keep afloat in rough waters, where many assume that venture capital funding is few and far between. But is it?

In this inaugural episode of Fintech Corner, host and Trovata CPO, Joseph “JD” Drambarean, and Brett Turner, Founder and CEO of Trovata, discuss some of the headlines and topics on everyone’s mind right now in fintech and entrepreneurship.

Plus - see what happens when JD asks ChatGPT to write some marketing taglines for Trovata… Does this mean you can drop your marketing team and replace it with ChatGPT? Listen to find out!

Specifically, JD and Brett discuss in this episode:

Learn more about Trovata at https://bit.ly/3JXHbcC