Latest Esop Podcast Episodes
ESG Investing by Retirement Plans
Williams Mullen's Benefits Companion - December 13, 2023 20:41 - 12 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on ESG investing by Retirement Plans and what benefits administrators need to know to stay compliant given recent court rulings.
The Crow And The Pitcher
Aesop's Fables by Aesop - December 13, 2023 00:00 - 1 minute ★★★★ - 54 ratingsMore great books at LoyalBooks.com
The Boys and The Frogs
Aesop's Fables by Aesop - December 12, 2023 00:00 - 1 minute ★★★★ - 54 ratingsMore great books at LoyalBooks.com
The North Wind and The Sun
Aesop's Fables by Aesop - December 11, 2023 00:00 - 1 minute ★★★★ - 54 ratingsMore great books at LoyalBooks.com
Interview with Daniel DeRosa (Chief Product Officer) and Kiana Mostajabian (Director Product Management) of Revalize Software
CPQ Podcast - December 10, 2023 13:00 - 31 minutes ★★★★★ - 13 ratingsIn this episode you hear from Daniel DeRosa (Chief Customer Officer) and Kiana Mostajabian (Director Product Management) of Revalize Software. Daniel has 30+ years of executive leadership experience and recently joined Revalize and Kiana has worked with Configure One CPQ since before the acquisi...
The Mistress and Her Servants
Aesop's Fables by Aesop - December 10, 2023 00:00 - 1 minute ★★★★ - 54 ratingsMore great books at LoyalBooks.com
The Goods and The Ills
Aesop's Fables by Aesop - December 09, 2023 00:00 - 1 minute ★★★★ - 54 ratingsMore great books at LoyalBooks.com
The Hares and The Frogs
Aesop's Fables by Aesop - December 08, 2023 00:00 - 1 minute ★★★★ - 54 ratingsMore great books at LoyalBooks.com
New Federal Rule Aims to Hold Investment Advisors to a Higher Standard
Williams Mullen's Benefits Companion - December 06, 2023 18:19 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a Principal and Retirement Plan Consultant with Spherient Advisors, who discusses the proposed Department of Labor rule designed to help ensure investment advice is in the best interests of retirem...
Interview with Chris DiEllo, VP of Business Development at Engineering Intent
CPQ Podcast - December 03, 2023 13:00 - 32 minutes ★★★★★ - 13 ratingsIn this episode, Chris DiEllo, Vice President of Business Development at Engineering Intent, shares his insights on the company's CPQ solution called KBridge (short for Knowledge Bridge). With well over 30 years of business experience, Chris, who resides in Florida, spent 20 years with Configure...
Interview with Tim Fraser, CCO at Forsys
CPQ Podcast - November 27, 2023 16:09 - 32 minutes ★★★★★ - 13 ratingsTim Fraser, Chief Customer Officer at Forsys, shares his insights on the company's CPQ solutions, proprietary products, and the role of data in sales success. With over 35 years of experience in the industry, Tim Fraser has a wealth of knowledge to share about CPQ solutions and how they can help...
Interview with John Banks (CEO and Founder) and Sean Joyce (Head of Go-To-Market) of Continuous Technologies
CPQ Podcast - November 19, 2023 11:00 - 32 minutes ★★★★★ - 13 ratingsIn this episode you hear from John Banks (CEO & Founder) and Sean Joyce (Head of Go-To-Market) of Continuous Technologies which have a combined 45+ years of business experience. Here they talk about usage consumption pricing models, their relationship with Salesforce, credit burndown, scaling th...
Interview with Charles Bensoussan, Visiativ CPQ Advisor & former President & CEO of Techform
CPQ Podcast - November 12, 2023 10:00 - 29 minutes ★★★★★ - 13 ratingsIn this episode you hear from Charles Bensoussan, President & CEO of Techform, a company he founded in 2000 and sold to Visiativ in 2023. Charles has 25+ year of business experience and is based near Toulouse, France. Here he talks about the former Techform (now Visiativ CPQ) solution, results ...
Auto-Portability: A New Way to Keep Retirement Savings Growing
Williams Mullen's Benefits Companion - November 07, 2023 21:40 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on the new retirement plan auto-portability system. Auto-portability addresses the growing problem of 401(k) and other retirement plan ...
Interview with Parag Jagdale, Co-Founder & CEO of Unific
CPQ Podcast - November 05, 2023 10:00 - 30 minutes ★★★★★ - 13 ratingsIn this episode you hear from Parag Jagdale, Co-Founder & CEO of Unific. His company just released a new CPQ Solution called Quotific CPQ. Parag has 20+ years of business experience and is based in Akron, OH. Here he talks about their new CPQ Solution, the investment they raised in 2016, their H...
Interview with Meredith Schmidt (EVP, GM) & Brion Schweers (SVP) of Salesforce
CPQ Podcast - October 29, 2023 10:00 - 30 minutes ★★★★★ - 13 ratingsIn this episode you hear from Meredith Schmidt (EVP & GM) and Brion Schweers (SVP) of Salesforce which have a combined 55+ years of business experience! Here they talk about the latest Salesforce Revenue Cloud release as well as upcoming releases that are expected to bring big changes, Dreamforc...
Interview with Sri Nagavarapu, Sr. Director of Business Applications at Crowdstrike
CPQ Podcast - October 22, 2023 10:00 - 31 minutes ★★★★★ - 13 ratingsIn this episode you hear from Sri Nagavarapu, Sr. Director of Business Applications at Crowdstrike. Sri has 20+ years of business experience and was with companies like PwC, Splunk, Brocade and Tech Mahindra before he joined Crowdstrike in 2022. He lives in the San Francisco Bay Area with his fa...
IRS 2024 Health Plan Affordability Threshold May Put Some at Risk
Williams Mullen's Benefits Companion - October 17, 2023 17:59 - 6 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt shares insight on what employers need to consider now that the Affordable Care Act benchmark for determining the affordability of employer-sponsored health coverage will drop significantly in 2024. How can employers stay...
Regularly learn more about CPQ with two new event types
CPQ Podcast - October 15, 2023 10:00 - 13 minutes ★★★★★ - 13 ratingsWe are excited to announce two new events we will start soon: CPQ Solution Deep Dives CPQ Thought Leader Summits CPQ Solution Deep Dives: Provide information about a typical customer journey with a specific CPQ Solution from selecting a solution to implementing that solution to the experienc...
Nexus Community Partner’s Reflections on the Kendeda Fund’s Big Bet Grant
Owners at Work - October 10, 2023 14:35 - 24 minutesSUMMARY Back in 2018 the Kendeda Fund, a philanthropic foundation based in Atlanta, decided to make a series of big bets in areas that were both critical and timely. One of those areas was employee ownership and the investment made by Kendeda was historic. Over 5 years a total of $24 million...
Project Equity’s Reflections on the Kendeda Fund’s Big Bet Grant
Owners at Work - October 10, 2023 14:35 - 22 minutesSUMMARY Back in 2018 the Kendeda Fund, a philanthropic foundation based in Atlanta, decided to make a series of big bets in areas that were both critical and timely. One of those areas was employee ownership and the investment made by Kendeda was historic. Over 5 years a total of $24 million...
The Fund for Employee Ownership’s Reflections on the Kendeda Fund’s Big Bet Grant
Owners at Work - October 10, 2023 14:34 - 17 minutesSUMMARY Back in 2018 the Kendeda Fund, a philanthropic foundation based in Atlanta, decided to make a series of big bets in areas that were both critical and timely. One of those areas was employee ownership and the investment made by Kendeda was historic. Over 5 years a total of $24 milli...
ICA Group’s Reflections on the Kendeda Fund’s Big Bet Grant
Owners at Work - October 10, 2023 14:33 - 30 minutesSUMMARY Back in 2018 the Kendeda Fund, a philanthropic foundation based in Atlanta, decided to make a series of big bets in areas that were both critical and timely. One of those areas was employee ownership and the investment made by Kendeda was historic. Over 5 years a total of $24 million...
Interview with Giacinto Mozzetta, VP Product Marketing at Bit2Win
CPQ Podcast - October 08, 2023 10:00 - 33 minutes ★★★★★ - 13 ratingsIn this episode you hear from VP Product Marketing Giacinto Mozzetta. Giacinto is based in Rome, Italy and has 20+ years of business experience and joined Bit2Win in 2015. Here he talks about the bit2win suite of products, their multi-cloud solution, integration with Microsoft Dynamics, a new En...
SECURE 2.0 Act Relief for Plan Corrections
Williams Mullen's Benefits Companion - October 03, 2023 14:47 - 8 minutes ★★★★★ - 1 ratingWilliams Mullen’s Benefits Companion provides employers with critical information regarding their benefits plans. From ESOPs to pension plans, from health plans to stock-based compensation, severance agreements and more, our attorneys and guests provide listeners with tips, tricks and key takeawa...
Interview with Kyle Kolich, VP & GM of Product at Zuora
CPQ Podcast - October 01, 2023 12:00 - 32 minutes ★★★★★ - 13 ratingsIn this episode you hear from Zuora VP & GM of Product Kyle Kolich. Kyle has 20+ years of experience and was with companies like Accenture, Deloitte and Salesforce before he joined Zuora in 2011. He lives with his family in New York City, NY. Here he talks about Zuora CPQ, integrations with eCom...
Interview with John Major, GM of CDS Visual (a Dover Company)
CPQ Podcast - September 24, 2023 10:00 - 33 minutes ★★★★★ - 13 ratingsIn this episode you hear from CDS Visual (a Dover Company) General Manager John Major. John is based in the San Francisco Bay Area and has 30+ year of business experience. He sold CDS Visual to Dover in 2021. Here he talks about the time since and after the acquisition by Dover, their visualizat...
Interview with Omar Bendada, Founder & CEO of Ben Consulting Services
CPQ Podcast - September 17, 2023 12:00 - 30 minutes ★★★★★ - 13 ratingsIn this episode you hear from Omar Bendada, Founder & CEO of Ben Consulting Services (BCS). BCS is a System Integrator (SI) that works with multiple CPQ Vendors like Salesforce, Oracle, Epicor CPQ, PROS, Logik.io, Zilliant & Techform and other SI's like Walpole Partnership. Here Omar talks about...
Interview with Mark Walker, CEO at nue.io
CPQ Podcast - September 10, 2023 10:00 - 31 minutes ★★★★★ - 13 ratingsIn this episode you hear from nue.io CEO Mark Walker who lives in Toronto, Canada. Mark has 30+ years of business experience and held a number of executive leadership positions before joined nue.io. Here he talks about this Revenue Operations and (C)PQ Solution, their land & expand approach, the...
Cooperatives at Work with George Cheney
Owners at Work - September 07, 2023 14:24 - 59 minutesSUMMARY: For too long, cooperatives have been cast to the margins of our economy and discussions around economic development and community building. Yet, there are numerous examples throughout the US and across the globe demonstrating how cooperatives serve as a viable organizational form, allo...
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