Latest Esop Podcast Episodes
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IRS Clarifies Emergency Distributions Tax Exceptions
Williams Mullen's Benefits Companion - July 11, 2024 13:53 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the new IRS guidance regarding certain exceptions to the 10% early distribution tax under IRC 72(t). He will share background on emergency personal expense and domestic abuse victim distribution exceptions, an...
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Measuring the Impact of Employee Ownership in the United Kingdom
Owners at Work - July 10, 2024 20:03 - 55 minutesGuest: Campbell McDonald, Ownership Works SUMMARY: Much of the work for raising awareness and advocating for supportive policies for further expansion relies on data collection. When making the case for employee ownership, it is one thing to say that, in theory, employee ownership can bene...
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Interview with Noel Goggin, CEO & Culture Leader at Conga
CPQ Podcast - July 07, 2024 12:30 - 32 minutes ★★★★★ - 13 ratingsThis episode of the CPQ Podcast features Noel Goggin, a seasoned leader with over 25 years of experience at companies like Aptos and Epicor Software. Now, at the helm of Conga, Noel sheds light on: pivotal moments that shaped his impressive career his unique leadership style Conga's company...
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Interview with Laith Al-Hashimi, Founder & Group CEO Sirocco Group
CPQ Podcast - June 30, 2024 12:30 - 31 minutes ★★★★★ - 13 ratingsWe're thrilled to welcome Laith Al-Hashimi, founder of the Sirocco Group, back to the CPQ Podcast! Since his last appearance in 2022, Laith's Swedish system integration company specializing in CRM and CPQ solutions has experienced tremendous growth globally. In this episode, Laith dives deep int...
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Interview with Archana Vadya, Co-Founder, Product & Strategy at PartneRite
CPQ Podcast - June 23, 2024 12:30 - 32 minutes ★★★★★ - 13 ratingsThis episode of the CPQ Podcast features the inspiring Archana Vadya. With over 25 years of experience at giants like Oracle, Conga, and VMWare, she's taking the tech world by storm as the co-founder of PartneRite. Join us for a deep dive as Archana discusses: Her incredible journey: From a F...
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Interview with Derik Quinn, VP Strategic Client Partner - Revenue Transformation at Argano
CPQ Podcast - June 16, 2024 12:30 - 29 minutes ★★★★★ - 13 ratingsThis episode of the CPQ Podcast features Derik Quinn, a CPQ expert with over 25 years of experience. Derik has worked with industry giants like Huron, Deloitte, and PwC, as well as boutique consultancies specializing in CPQ (like aMind). Join us as we delve into: Derik's journey: How maintain...
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An Introduction to Archaic Greece (c. 750-500 BC)
History with Cy - June 14, 2024 02:00 - 36 minutesIn this video we'll take a look at the pivotal period of Greek history known as the Archaic Period. It's this time frame that gave rise to the polis, hoplite warfare, increased colonization around the coasts of the Mediterranean and Black Seas, oligarchies, tyrannies and lot of other really inte...
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Scattered Candles in the Night – Civilization during the Greek Dark Age (c. 1100-750 BC)
History with Cy - June 13, 2024 23:00 - 23 minutesThe Greek Dark Age, spanning roughly from 1100 to 750 BC, marks a mysterious chapter in the history of ancient Greece. Characterized by a sharp decrease in population, the abandonment of the once might Mycenaean palatial centers, disruption of trade networks, the loss of literacy and a steep dec...
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Gina Schaefer on The Power of Telling Your Story
Owners at Work - June 11, 2024 20:04 - 31 minutesGuest: Gina Schaefer SUMMARY: For 38 years, the OEOC has gathered hundreds of people from across the employee ownership community at our Annual Conference and every year, we invite a keynote speaker to address those in attendance. This year, we invited Gina Schaefer, the founder, CEO, and s...
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Employee Ownership in the Americas: A Path to Shared Prosperity
Owners at Work - June 07, 2024 16:28 - 35 minutesSUMMARY: When we think about expanding awareness about employee ownership, we often think of the United States and how much more work we have to do. However, the movement to expand the prevalence and awareness of employee ownership goes well beyond US borders. In this episode, we highlight an...
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Interview with Wilma Eriksson, CEO & Co-founder of vloxq
CPQ Podcast - June 02, 2024 12:30 - 29 minutes ★★★★★ - 13 ratingsThis episode features Wilma Eriksson, co-founder and newly appointed CEO of vloxq! Vloxq, is a Swedish startup, that is focused on Europe for the time being but also has worldwide customers in the US and Japan. In our conversation, we delve into: The origins of vloxq: We explore how Wilma and ...
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Interview with Mitesh Sura, Practice Lead & Chief Growth Officer at GoCloudz
CPQ Podcast - May 26, 2024 12:30 - 30 minutes ★★★★★ - 13 ratingsThis CPQ Podcast episode features Mitesh Sura, Practice Lead and Chief Growth Officer at GoCloudz. GoCloudz offers a modular CPQ solution built natively for the Salesforce platform. In this interview, Mitesh discusses: GoCloudz CPQ Functionality: Learn about the core functionalities of GoClou...
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Interview with Chirag Gulati, CEO & Chief Architect at RevSolutions
CPQ Podcast - May 19, 2024 12:30 - 30 minutes ★★★★★ - 13 ratingsIn this episode, we dive into the world of CPQ implementations with Chirag Gulati, CEO & Chief Architect of RevSolutions.co. Chirag brings experience working with various CPQ solutions and projects on Salesforce and Conga. Here's what you'll learn: The challenges and rewards of Chirag's exper...
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Understanding Lifetime Income Products
Williams Mullen's Benefits Companion - May 15, 2024 14:53 - 14 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, senior investment consultant with SageView Advisory Group, who discusses lifetime income products which are designed to help retirees arrange for a more predictable income stream throughout the ...
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Interview with Dr. Sebastian Dewhurst, General Manager at EASA Software
CPQ Podcast - May 12, 2024 12:30 - 33 minutes ★★★★★ - 13 ratingsThis episode features a thought-provoking discussion about using Excel alongside CPQ with Dr. Sebastian Dewhurst, General Manager at EASA Software. We expect this topic to spark passionate views from our listeners! Here's what you can expect to learn: Why EASA Software's customers often prefe...
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Interview with Brion Schweers, SVP Salesforce Revenue Cloud
CPQ Podcast - May 05, 2024 12:30 - 23 minutes ★★★★★ - 13 ratingsIn this two-part CPQ Podcast episode we explore Salesforce's latest offering: Revenue Lifecycle Management (RLM). Brion Schweers, SVP at Salesforce Revenue Cloud, joins us to unpack RLM's capabilities. Part 1: Building a Flexible Revenue Engine RLM's composable architecture lets you build a...
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Interview with Brian Laufer, VP Strategy at Quotewerks
CPQ Podcast - April 28, 2024 12:30 - 30 minutes ★★★★★ - 13 ratingsThis episode dives into the world of QuoteWerks CPQ software with Brian Laufer, a QuoteWerks VP with extensive business experience since 2000. Here's what you'll learn: Why Saving Time Matters: Brian explains how QuoteWerks helps businesses streamline processes and free up time. Industry Ag...
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Interview with Suren Reddy, Co-Founder & CEO of Cloudely
CPQ Podcast - April 21, 2024 12:30 - 29 minutes ★★★★★ - 13 ratingsIn this episode of the CPQ Podcast, join me as I chat with Suren Reddy from Cloudely. Suren sheds light on their latest product, "Config," and delves into their System Integration Services tailored for Salesforce, Conga, and Logik.io. Throughout the discussion, Suren covers: The role of artific...
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Interview with John Lehrkind & Tiffany Devlin-Drye from Pierce Washington
CPQ Podcast - April 14, 2024 12:30 - 33 minutes ★★★★★ - 13 ratingsJoin us for an interview with Tiffany Devlin-Drye (Principal Consultant) and John Lehrkind (Salesforce Practice Leader) from Pierce Washington! About Pierce Washington System integrator specializing in Salesforce, Logik.io, and Oracle CPQ Backed by private equity investors Team of approxi...
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Trends in Recordkeeper Consolidation and Due Diligence
Williams Mullen's Benefits Companion - April 10, 2024 17:55 - 15 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Nichole Labott, managing director at SageView Advisory Group, who shares the impact recordkeeper consolidation is having on our industry. They discuss what’s at stake for retirement plan participants and ste...
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Interview with Bill Butler, Global Solution Owner for SAP CPQ
CPQ Podcast - April 07, 2024 13:00 - 31 minutes ★★★★★ - 13 ratingsJoin me as I speak with Bill Butler, Global Solution Owner for SAP CPQ at SAP. Bill brings over 25 years of CPQ experience across various vendors like FPX, PROS, and CallidusCloud (now SAP CPQ). He also has leadership experience with system integrator and visual vendor companies. In this episo...
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Interview with John Bruno, VP Strategy at PROS
CPQ Podcast - March 31, 2024 13:00 - 32 minutes ★★★★★ - 13 ratingsLearn more about the future of sales with AI! This episode features John Bruno, VP of Strategy at PROS, who dives deep into the world of AI-powered CPQ (Configure, Price, Quote). John, a CPQ expert (formerly Forrester Analyst), discusses: How AI is revolutionizing CPQ, boosting margins, and rai...
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Interview with Jan Brolsma, Founder & CEO of elfsquad
CPQ Podcast - March 24, 2024 13:00 - 28 minutes ★★★★★ - 13 ratingsThis episode features Jan Brolsma, founder and CEO of Elfsquad, a Dutch CPQ vendor focused on small and medium-sized manufacturing companies (mostly up to $200 million annual revenue, and some beyond that) since 2016. Brolsma discusses: The impact of app development on the CPQ space. How Elfs...
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The European ESOP – A New Model of Employee Ownership
Owners at Work - March 22, 2024 18:31 - 57 minutesSUMMARY: When we look into the field of employee ownership three major models come to mind, employee stock ownership plans (ESOPs), worker cooperatives, and employee-owned trusts. But practitioners are always looking to improve existing models and in some rare cases develop new ones. In this f...
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Darius the Great: The Life and Times of the Great King of Persia in his Own Words
History with Cy - March 19, 2024 02:00 - 45 minutesIn this program we'll take a look at the illustrious life of the great Persian King of Kings, Darius I, also known as Darius the Great. Regarded by many as the most powerful ruler of the Achaemenid Dynasty of ancient Iran, Darius I is also amongst its most controversial. We'll dive deeper into...
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Interview with Scott Green, Founder & CEO of Profit Drivers
CPQ Podcast - March 17, 2024 13:30 - 32 minutes ★★★★★ - 13 ratingsJoin us for a conversation with Scott Green, a seasoned business leader with over 30 years of international experience. Scott is the Founder & CEO of Profit Drivers, a company specializing in System Integration and pricing strategy services for solutions like Pricefx. They also offer their own ...
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What the J&J Case Means for Plan Administrators
Williams Mullen's Benefits Companion - March 13, 2024 16:34 - 7 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses a recent ERISA class action case, Lewandowski v. Johnson & Johnson et al., that is a wake-up call for plan fiduciaries managing health and welfare benefit plans. He will discuss the case allegations and possibl...
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Interview with Puneet Gupta, CEO and Founder of amberflo
CPQ Podcast - March 10, 2024 13:30 - 31 minutes ★★★★★ - 13 ratingsPuneet, a seasoned leader with over 25 years of experience at Oracle, Amazon, and other industry giants, has a passion for innovation. Living in Saratoga with his family, he's been obsessed with metering, billing, and CPQ/Quoting solutions for over a decade. This passion led him to launch his se...
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Interview with Sarika Garg, Co-Founder & CEO of cacheflow
CPQ Podcast - March 03, 2024 13:30 - 30 minutes ★★★★★ - 13 ratingsSarika brings over 20 years of experience from companies like SAP and Ariba, along with startup insights, to discuss cacheflow's "deal closing platform." This platform offers CPQ capabilities specifically designed for SaaS businesses, along with features like deal room, subscription management, ...
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The World's First Superpower: Sargon of Akkad and the Mighty Akkadian Empire - Bronze Age History
History with Cy - March 01, 2024 23:00 - 1 hourThis is the episode that many of your have been waiting for - a comprehensive, in-depth look at the Akkadian Empire from just before it was created to its mysterious end. Founded by Sargon of Akkad and expanded by his descendants Rimush, Manishtushu and Naram-Sin, the Akkadian Empire was the fi...
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