Then and Now: Following Up with the New and E...

Succession planning, catastrophe planning, contingency planning--whatever you want to call it, these plans are important not just for customers and registered representatives but can even be a matter of life or death when it comes to the continued existence of a firm. On this epi ...  Show more

The small firm community, those firms with 150 or fewer registered financial professionals came together in October to discuss and engage on key areas of concern at the Small Firm Conference. On this episode, we go behind the scenes of this year's event to share with you the fire ...  Show more

In this bonus episode of Inside the Strategy Room, we feature an interview with OpenAI CFO Sarah Friar from the <a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/what-an-ai-powered-finance-f ...

This week, Yuval Atsmon, the newly appointed head of McKinsey's finance function, joins us to share his perspectives on the chief finance role.

Yuval is also a client-serving senior partner in our firm's Tec ...

In this episode of Innovators’ Exchange, our host Hiten Patel meets Junta Nakai, the global head of financial services at Databricks, a data and artificial intelligence (AI) company that offers a cloud-based data intelligence software for more than 10,000 customers. During the di ...  Show more

IT and network leaders need more than uptime—they need to know what their networks cost, what they deliver, and how future changes will impact the business. That’s where Netos comes in. CEO and founder Richard Foster joins Johna and John in a lively discussion to explore how Neto ...  Show more