Best The Due Diligence Project Podcast Podcasts (2025)

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A Deep Dive Inside Infor Connect 2025 34:06

18h ago34:06

34:06

Send us a text Join RPI Principal Technical Consultant Jeremy Stoltzfus as he discusses the biggest takeaways from this year’s Infor Connect conference in Dallas. From deep dives into the Velocity Suite and the latest in reporting enhancements to improved user experience upgrades and GenAI applications for frontline workers—this episode covers it a…

1
When Software Stops Being Rigid, Work Gets Easier 24:51

17d ago24:51

24:51

Send us a text In this episode of RPI Tech Connect, host Chris Arey sits down with Myles Coates, Cloud Engineer and “solutions expert” on the Yoga team at RPI Consultants. Together, they discuss the overwhelming landscape of enterprise software and explore how Yoga Flexible Software is cutting through the noise with AI-driven, tailor-fit solutions.…

1
Infor Velocity, Unpacked: Real Talk on ERP Value After Go-Live 34:49

1M ago34:49

34:49

Send us a text In this episode of RPI Tech Connect, Chris Arey and Richard Leigh Stout take a grounded look at Infor’s newly released Velocity Suite, what it actually is, what problems it aims to solve, and the type of value organizations can expect to experience with the new solution. From process mining and automation tools to embedded GenAI, the…

1
From Job Titles to Skill Sets: Winning the AI Job Shift 29:04

2M ago29:04

29:04

Send us a text In this episode of RPI Tech Connect, Melissa Olson, RPI's Director of Infor HCM Solutions, returns to the pod for a candid conversation about one of the most important workforce transformations of our time: the shift from job titles to a skills-based economy. Tune in as she offers insights into how AI is reshaping the way we work, wh…

1
023: Creating Exceptional Client Value and ROI - Eric Aragon 24:23

2M ago24:23

24:23

Episode Summary: In this revealing interview, Due Diligence Project founder Alex Sonkin speaks with elite CPA Eric Aragon about his journey from Deloitte to running his own successful tax planning practice. Eric shares insights on how he transitioned from compliance work to high-value tax planning, saving clients tens of millions of dollars while m…

1
ERP Starts Here: How Due Diligence Drives Project Success 28:59

2M ago28:59

28:59

Send us a text Before you sign the contract or assign resources, there's one thing every ERP project needs, a health dosage of due diligence. In this episode of RPI Tech Connect, we sit down with Senior Project Manager Laura Vela to break down the most common missteps organizations make when kicking off ERP initiatives, as well as steps on how to a…

1
022: The Art of Client Relationships and Business Exits - Laura Dohanes 42:31

2M ago42:31

42:31

Episode Summary: In this engaging interview, Due Diligence Project founder Alex Sonkin speaks with elite CPA Laura Dohanes about her journey and approach to tax planning. Laura shares insights from her extensive audit experience and how she helps clients navigate complex tax scenarios, particularly during business exits. She reveals how her firm ge…

1
021: Elite Tax Planning: Creating Extraordinary Client Value - Josh Dixon 23:39

2M ago23:39

23:39

Episode Summary: In this interview, Due Diligence Project founder Alex Sonkin speaks with CPA Josh Dixon about his journey from traditional tax preparation to high-value tax planning. Josh shares how he transformed his practice to focus on strategies that deliver significant tax savings to clients while improving his own work-life balance and reven…

1
Getting the Most from Remote & On-Site Teams for ERP Success 20:10

2M ago20:10

20:10

Send us a text Managing hybrid project teams comes with unique challenges—but with the right strategies, you can optimize both on-site and remote collaboration for success. In this episode of RPI Tech Connect, Senior Project Manager Spencer Lefevre returns once again to discuss how to go about managing different teams to ensure ERP projects stay on…

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020: Tax Strategy Secrets: The Due Diligence Project's State of the Union 2025 38:46

3M ago38:46

38:46

Episode Summary: In this March 2025 "State of the Union" address, Due Diligence Project founder Alex Sonkin joins host Paul G McManus to discuss the growth and achievements of their tax professional community. They explore how their network of 847 independent CPA firms collaborates to vet tax strategies for ultra-high-net-worth clients, delivering …

1
State of Infor: 5 Key Takeaways from Our 2025 Survey 30:56

3M ago30:56

30:56

Send us a text What’s the latest pulse on the Infor community? In this episode of RPI Tech Connect, RPI Partner Richard Leigh Stout breaks down the top five takeaways from our second annual State of Infor Community Survey. From increasing confidence in CloudSuite to the ongoing push for process optimization, reporting improvements, and the persiste…

1
ADP on ACA Compliance: Proven Strategies to Stay Ahead of Penalties 28:44

3M ago28:44

28:44

Send us a text Staying compliant with the Affordable Care Act’s Employer Mandate is essential to avoiding costly penalties. And with the approaching 2024 deadlines looming, the stakes are high for ensuring compliance. But how exactly can organizations ensure they’re on the right track? In this episode of RPI Tech Connect, ADP's Senior Client Experi…

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A Guide to Infor & RPI 2025 Events: Learn, Grow, & Connect 23:23

4M ago23:23

23:23

Send us a text In this episode of RPI Tech Connect, RPI's Michaela Fallon and Infor's Devin Sheppard break down the 2025 event landscape, from Infor’s marquee events—Connect, focused on the services industry, to Velocity, which spans all of Infor's respective industries, including manufacturing, fashion, and distribution. They also highlight RPI-ho…

1
From Back Office to Bedside: How ERP Helps Healthcare Deliver a Better Patient Experience 29:52

4M ago29:52

29:52

Send us a text In this episode of RPI Tech Connect, Adam Luff, Infor's VP of Healthcare Consulting, shares how ERP solutions are transforming healthcare beyond the back office. Join us to find why advanced ERP tools can enhance workflows, optimize staffing, and improve clinical efficiency to deliver better patient outcomes. From using AI to predict…

1
Top 3 Predictions for 2025: What’s Next for Infor ERP? 19:25

5M ago19:25

19:25

Send us a text Season 2 of RPI Tech Connect kicks off with our highly anticipated annual predictions episode. Host Chris Arey joins RPI's Managing Partner, Keith Wayland, to reflect on last year’s forecasts, explore broader ERP trends, and unveil their top predictions for 2025. From industry-specific ERP adoption to the continued rise of Workforce …

1
When to Consult vs. When to Train: Meeting Your Organization's Needs 18:38

6M ago18:38

18:38

Send us a text Understanding when to consult and when to train is key to achieving long-term success in your organization. In the latest episode of RPI Tech Connect, Principal Consultant Cailen Myers shares insights on how organizations can navigate the decision between consulting and training for ERP project success. Tune in as Cailen discusses th…

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PD05: Project Delivery 22:29

6M ago22:29

22:29

In this episode, Chris Reed and Shane Galea from Jinton take an in-depth look at the topic of project delivery. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
Navigating the IV Fluid Shortage: Strategies for Resilient Supply Chains 24:32

7M ago24:32

24:32

Send us a text The IV fluid shortage is putting healthcare supply chains to the test, challenging hospitals to adapt while maintaining patient care. In this episode of RPI Tech Connect, Principal Supply Chain Consultant Stephanie Marquez explores the causes of the shortage, its impact on healthcare operations, and how facilities are managing the cr…

1
PD04: Stamp duties and settlement issues 18:10

7M ago18:10

18:10

In this episode, Chris Reed and Mandi Morison from AB Morison Conveyancing delve into stamp duty and settlement issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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Cloud Horizons: Hillsborough County Public Schools Cloud Technology Transformation 30:56

7M ago30:56

30:56

Send us a text In the final installment of our "Cloud Horizons" series, we're exploring the drivers pushing K-12 institutions toward cloud technology. Join us as we sit down with Bob St. Ledger from Infor and Rick Laneau from Hillsborough County Public Schools, an RPI client, to uncover firsthand the impact of cloud technology on the education sect…

1
PD03: Raising Equity 23:46

7M ago23:46

23:46

In this episode, Chris Reed and Peter Hutchinson from Master Capital Group provide in-depth insights into raising equity for projects. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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Inside the Infor Velocity Summit: Exploring Gen AI, Mongoose, and More 23:03

8M ago23:03

23:03

Send us a text In this episode of RPI Tech Connect, host Chris Arey and guest Jeremy Stoltzfus recap the Infor Velocity Summit, discussing key innovations and insights from the event. They explore the significance of Gen AI in ERP systems, the capabilities of the Mongoose development platform, and the introduction of process mining tools. The conve…

1
PD02: Structuring Property Development 9:06

8M ago9:06

9:06

In this episode, we break down the strategies you need to know to structure a property development properly. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
WFM in the Public Sector: Impact, Use Cases, and Leading Practices 28:56

8M ago28:56

28:56

Send us a text Managing diverse workforces in the public sector comes with a unique set of challenges—ranging from handling complex employee schedules and roles to ensuring compliance with labor laws, union agreements, and overtime rules. In this episode of RPI Tech Connect, we're taking a closer look at how Workforce Management (WFM) solutions can…

1
Disaster Recovery in Action: Why Planning Ahead Matters 33:35

9M ago33:35

33:35

Send us a text The recent CrowdStrike outage made history when over 8.5 million Microsoft operating systems crashed worldwide. This incident, caused by a faulty security update, is just one of many potential risks that could prompt disaster across ERP and other software systems. It illustrated a significant point—disaster recovery preparedness matt…

1
Cloud Horizons: Overcoming Challenges in Water Utilities with Modern Solutions 30:35

9M ago30:35

30:35

Send us a text In part two of our Cloud Horizons series, we explore the unique challenges currently facing water utilities. Joined again by Infor public sector experts Bob St. Ledger and Bob Benstead, we discuss how cloud technology is addressing these issues, such as aging infrastructure, cybersecurity risks, and workforce shortages. This segment …

1
Gaining an Edge in Science Tech Due Diligence 40:35

9M ago40:35

40:35

In this episode, Dr. Staffan Qvist, talks about how to get an edge in science tech due diligence using his expert network, DeepSense. DeepSense is a network of scientists, engineers and industry specialists that provide tailored support for your science tech due diligence. The company helps investors evaluate startups' technical feasibility connect…

1
Accelerating Content Process Automation: RPI and Hyland’s Renewed Partnership 34:05

9M ago34:05

34:05

Send us a text In this episode of RPI Tech Connect, we're exploring the renewed partnership between RPI and Hyland, and discussing how this collaboration is set to enhance content process automation with AI. Joined by Hyland's Associate Vice President Eric Miller and RPI’s CPA Practice Director Chad Tucker, the session covers Hyland's evolution, th…

1
Project finance for carbon removals 46:38

10M ago46:38

46:38

In this conversation, Martin Kessler, Chief Business Officer at Flowcarbon, discusses the company's role in securing asset-level financing for carbon removal projects. He explains that Flowcarbon is a vertically integrated carbon finance company focused on arranging project finance for carbon removal projects, assisting project developers with carb…

1
Striking the Balance: Managing Operations and System Development 25:18

10M ago25:18

25:18

Send us a text It's a common challenge many organizations face when implementing new ERP software: how to balance the heavy lift of developing a future-state system while keeping day-to-day operations running smoothly. On this episode of RPI Tech Connect, we're joined by RPI's Senior Project Manager Spencer Lefevre, who shares his insights on how t…

1
The power of corporate action in climate 49:43

10M ago49:43

49:43

In this conversation, Patrick Flynn discusses the importance of making the business case for sustainability and leveraging the power of companies to drive change. He emphasizes the need for systemic interventions and highlights the role of leading companies in influencing policy and market signaling. Additionally, Patrick addresses the challenge of…

1
Cloud Horizons: Preparing Local Government for the Digital Age 29:01

10M ago29:01

29:01

Send us a text There's been a critical shift in local government to embrace cloud technology. But the change in mindset didn't happen overnight. In this episode of RPI Tech Connect, Infor's Senior Director, Public Sector Strategist Bob St. Ledger, and Vice President of Public Sector Planning Bob Benstead discuss the happenings of city and county go…

1
Raising money from Corporate Venture Capital (CVCs) 53:36

11M ago53:36

53:36

The conversation with Jeppe Høier covers various topics related to corporate venture capital (CVC). Jeppe discusses the structure of CVCs, the different types of investments they make, the challenges and benefits of working with CVCs, and the differences between European and US CVCs. The discussion also touches on the lengthy process of engaging wi…

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Optimizing Healthcare Workforces: A Deep Dive into Infor WFM 36:06

11M ago36:06

36:06

Send us a text In this episode of RPI Tech Connect, we explore how healthcare workforces are tackling current challenges with the help of solutions like Infor Workforce Management (WFM). Join us for a discussion focused on exploring why issues of labor shortages and burnout are affecting healthcare. Plus, learn how tools like Shift Bidding and Self…

1
Blended finance and infrastructure investing 55:51

11M ago55:51

55:51

Susana Lopez discusses her journey into clean tech and the importance of infrastructure development in emerging markets. She shares her experiences in working with private equity funds and the challenges of aligning the goals of different investors. She also explains the concept of blended finance and how it can be used to finance infrastructure pr…

1
SCM: The Path to a Seamless Cloud Migration 26:29

12M ago26:29

26:29

Send us a text Welcome to RPI Tech Connect! For today's segment, we're exploring supply chain management (SCM) best practices for cloud migration as Infor's 2030 on-premise support cut-off approaches. Today's guest, Stephanie Marquez, Principal SCM Consultant at RPI, shares insights on the importance of pre-planning, key SCM initiatives to prepare …

1
Aira: the Spotify of heat pumps 53:18

12M ago53:18

53:18

Aira is a one-stop shop for heat pumps, providing installation, maintenance, and financing solutions. They have a vertically integrated model and have their own installation and sales force. They also offer a comfort guarantee and focus on customer service. Heat pumps are more efficient, saving customers 40% on heating costs and reducing carbon emi…

1
Infor Connect 2024: AI, Efficiency, Connection and More 24:58

12M ago24:58

24:58

Send us a text In this episode of RPI Tech Connect, RPI Partner Stephanie Kowal shares the major highlights from Infor Connect 2024. The conference, known for its focus on innovation and connectivity, provided details regarding several key trends and updates, including the increasing role of AI in ERP, emphasizing user needs, streamlining end-to-en…

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Trellis Climate: addressing the gap in FOAK financing 47:10

12M ago47:10

47:10

In this episode, Lara Pierpoint discusses the Trellis climate program developed by Prime Coalition to address the gap in first-of-a-kind financing for climate technologies. The program focuses on providing catalytic capital to support the scaling and commercialization of climate innovations. Lara explains that the program aims to bridge the gap bet…

1
Emissions are a vanity metric 58:30

1y ago58:30

58:30

This conversation with Nolan Lindquist at the Center for Active Stewardship (CAS) covers various topics, including CAS’s focus of CAS on climate transition risk and the limitations of using emissions as a universal metric. The conversation emphasizes the importance of fundamental analysis and developing a real rapport with companies to navigate the…

1
Navigating Day 2: The Continuous Improvement ERP Journey 24:01

1y ago24:01

24:01

Send us a text So, your organization has gone live on the cloud. Congrats! Welcome to the critical phase post-cloud ERP implementation, known as "Day 2." While going live on the cloud definitely requires celebration, it's also a time to reassess your systems and identify opportunities for improvement. In this episode of RPI Tech Connect, we're join…

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The scale of corporate cash emissions 58:04

1y ago58:04

58:04

Summary This conversation with James Vaccaro discusses the work of the Climate Safe Lending Network, a multi-stakeholder network focused on accelerating the transition to a sustainable economy. The network brings together banks, investors, NGOs, regulators, and academia to share knowledge, provoke thought, and drive change in the banking sector. Ja…

1
Empowering Teams: Navigating the Road to Workplace Engagement 31:17

1y ago31:17

31:17

Send us a text Employee engagement is all the buzz these days and for good reason. With data, analytics, and a steady pulse on your teams, companies can identify areas where engagement is thriving and lacking. Stick around to discover actionable steps you can take today to drive engagement and create a work environment where individuals feel valued…

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Embracing Change: Proven Strategies from The Road of Consulting 31:09

1y ago31:09

31:09

Send us a text ERP implementations are technical in nature, but because of how disruptive they are for business users, they're also people projects. To help organizations manage the people-side of ERP projects, we're diving into the crucial world of change management. In this episode of RPI Tech Connect, join RPI's Sarah Concannon and Daniel Jenab …

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ERP Level-Up: The Power of Hands-On Training 19:11

1y ago19:11

19:11

Send us a text Dive into the world of training with RPI Tech Connect. Join RPI's Principal Technical Consultant, Jeremy Stoltzfus, as he explains the power of hands-on learning in today's rapidly evolving tech landscape. Discover firsthand accounts of organizations struggling without proper training and the impact it had on teams. From Bootcamps to…

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Confidence in Compensation: Rethinking Pay at Work 32:05

1y ago32:05

32:05

Send us a text Compensation has historically been difficult to talk about, and in many ways still is. In 2024, HR practitioners and comp professionals are yet again faced with challenges in navigating pay at work. From salary range disclosures in job listings to personalized compensation packages, it's an evolving landscape. In this episode of RPI …

1
H2 Green Steel - fundraising journey and milestones 44:24

1y ago44:24

44:24

This conversation with Kajsa Ryttberg-Wallgren, EVP of Global Growth at H2 Green Steel, explores the milestones achieved by H2 Green Steel in securing funding for its first-of-a-kind Boden plant. The discussion covers topics, such as early financing, partnerships and value chain support, securing site and power allocation, team structure and growth…

1
Beyond the Ledger: Navigating A Modern AP Automation Landscape 22:44

1y ago22:44

22:44

Send us a text The world of accounts payable automation is dynamic. And the evolution of financial processes over the last several years has been incredible. But are organizations taking advantage of all that a modern AP solution has to offer? Join experts Sherri Nettles and Mason Auch, as they explain the transformative journey of AP automation, f…

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Financing first-of-a-kinds (FOAKs) 1:00:39

1y ago1:00:39

1:00:39

This conversation with Petros Lekkakis explores the concept of 'first of a kind’ (FOAK) in the climate tech space, which refers to hard asset companies developing technologies at the demonstration or pilot scale and seeking to deploy their first commercial minimum viable product. The discussion highlights the importance of FOAK technologies in achi…

1
Investing in Agtech and Agmarkets 31:34

1+ y ago31:34

31:34

This episode explores the investment focus of Syngenta Group Ventures, Syngenta’s venture capital group with Michael Lee. The conversation covers an overview of what Michael categorizes as Agtech vs Agmarkets, as well as the technologies within those segments that are of particular interest to the company. We discuss exit opportunities for companie…

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