Ep. 347: Jon Morris - Leveraging AI and Technology for Modern Financial Success
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Ep. 347: Jon Morris - Leveraging AI and Technology for Modern Financial Success

Join Adam Larson as he sits down with entrepreneur and founder Jon Morris, the mind behind Rise Interactive and Fiscal Advocate. Jon shares the story of how he scaled a digital marketing agency from its early days and how picking the right industry can make or break a business. Hear firsthand about the unconventional talent strategies that fueled his journey—like recruiting investment bankers and traders into digital marketing—and how he now applies these lessons to the competitive world of accounting and FP&A.

In this conversation, Jon Morris opens up about why he bets big on technology, his approach to AI in finance, and the importance of accuracy and trust in automated systems. He talks about building tools like an AI CFO copilot, keeping customers close for the long haul, and why creating a sense of urgency in finance roles still takes a human touch, even in the age of AI.

This episode is packed with honest stories, practical insights, and a little inspiration for anyone considering how to grow a business or leverage technology to stand out in a crowded market.

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Ep. 359: Marina Ter Sargsyan - Unlocking Data Readiness for Small Business AI Success

Ep. 359: Marina Ter Sargsyan - Unlocking Data Readiness for Small Business AI Success

Join us for a lively conversation with Marina Ter Sargsyan, Founder and CFO of Crystal Books Consulting, whose 25-year journey spans Armenia to the U.S., banking to nonprofits, and tech transformation...

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Ep. 358: Tala Khalifeh - Why Human Judgment Remains Essential in the AI Accounting Era

Ep. 358: Tala Khalifeh - Why Human Judgment Remains Essential in the AI Accounting Era

What does it really take to keep ethics at the forefront as AI changes the game in accounting? In this episode, Tala Khalifeh, Chief of Staff at STAXX and a leader for IMA Shared Interest Groups, join...

22 Kesä 27min

Ep. 357: Ali Hussain - Rethinking Finance Stacks in the Age of AI

Ep. 357: Ali Hussain - Rethinking Finance Stacks in the Age of AI

Join Adam Larson as he sits down with Ali Hussain, founder and CEO of Tabs, for a candid conversation about redefining the landscape of accounting and finance through AI-powered technology. Ali shares...

15 Kesä 33min

Ep 356: Rafeal Pinho - Driving Business Growth with a Strategic Finance Approach

Ep 356: Rafeal Pinho - Driving Business Growth with a Strategic Finance Approach

Ever wondered how an electrical engineer ends up as the CFO of a major company in Brazil? Join us for a candid conversation with Rafael Pinho, Co-Founder and CFO at TD Pine Advisors, as he shares his ...

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Ep. 355: Katie Trowbridge - Fostering Belonging and Innovation in the Workplace

Ep. 355: Katie Trowbridge - Fostering Belonging and Innovation in the Workplace

Join us for an engaging and insightful chat with Katie Trowbridge, educator-turned-CEO and author of the latest leadership book, Lead Boldly Think Deeply. Katie shares her journey from the classroom t...

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Ep. 354: Jennifer Pinder - Surviving Check and Wire Scams in a Digital World

Ep. 354: Jennifer Pinder - Surviving Check and Wire Scams in a Digital World

Get ready for a revealing conversation as Jennifer Pinder, Controller for Watchdog Real Estate Project Management, joins Adam Larson to share real-life stories of bank fraud in the small business worl...

28 Touko 31min

Ep. 353: Dr. Christiane Schroeter - Petite Practice to Powerful Presentations: Storytelling for Finance

Ep. 353: Dr. Christiane Schroeter - Petite Practice to Powerful Presentations: Storytelling for Finance

Looking to boost your confidence as a presenter and storyteller? In this engaging episode, Adam Larson welcomes Christiane Schroeter, Professor at Cal Poly State University, health economics doctorate...

25 Touko 28min

Ep. 352: David Buchanan - Nobody Told Accounting. Again. How to Stop Being the Last to Know

Ep. 352: David Buchanan - Nobody Told Accounting. Again. How to Stop Being the Last to Know

If you've ever stared down a massive prepaid spreadsheet, chased a missing accrual on the last day of close, or found out about a new contract when the invoice showed up months later, this episode is ...

21 Touko 30min

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