Inna Kogan shares her journey from Big Four audit in Moscow to driving finance transformation at Amazon, revealing how she built BI tools that revolutionized complex M&A modeling and now experiments with AI for contract reviews and business insights. She discusses the cultural shifts between Russian and British finance practices, the importance of in-person networking for career growth, and why starting small with everyday problems is the key to scaling innovation in large organizations. Inna also explores how accountants can leverage AI to move beyond compliance work and provide deeper business intelligence across entire organizations.
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Step into the future of audit with Trullion and Inflo as we explore how cloud-based technology is reshaping audit processes and redefining collaboration between auditors and clients. This session will highlight how innovative tools are accelerating audit workflows, increasing accuracy, and empowering firms to adapt to today’s digital-first expectations.
Key Topics:Modern Audit Workflows: Unpack what the “new era” of audit really means and how cloud-first platforms are shifting the audit landscape.
Whether you’re rethinking your tech stack or curious about the next phase of audit transformation, this session offers an essential look at what’s ahead.
Connect with Chris Fallon https://www.linkedin.com/in/chris-fallon-9ba80681/
Connect with Kara Garfi https://www.linkedin.com/in/karagarfi
Connect with David Goode https://uk.linkedin.com/in/david-goode-2b064684
Connect with Scott Singerman https://www.linkedin.com/in/scottsingerman
Mike Manalac shares his journey from Big Four audit to Fortune 5 companies like Walmart and Google, revealing how he built an authentic personal brand through hand-drawn accounting cartoons and thoughtful LinkedIn content. He argues that as AI commoditizes technical accounting knowledge, professionals must develop human skills like creativity, leadership, and authentic communication to future-proof their careers. The conversation explores why accountants can't afford to stay invisible in an increasingly competitive landscape where soft skills will separate the real deal from the "phonies."
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Edwine Alphonse shares how her journey from aspiring novelist in Haiti to first accountant at high-growth companies like Circle and Ramp shaped her unique approach to financial storytelling. She discusses why accountants should embrace their power as business storytellers rather than letting finance teams take the lead, and explores how AI can free accountants from "silly work" to focus on strategic analysis and relationship building. Edwine also reveals her mission to help startup accountants recognize their untapped potential and build the operational foundations that enable company growth.
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Jason Berwanger, CEO and co-founder of Hubify, joins Isaac to discuss why the accounting industry needs to focus on bulletproof automation before jumping into AI solutions. Drawing from his experience leading financial systems through Root Insurance's IPO and now serving high-volume PLG companies like Strava, Jason explains the critical difference between deterministic and probabilistic problems in finance. The conversation covers the challenges of building sustainable accounting tech companies, why venture capital approaches often misalign with accounting buyers' risk tolerance, and how the industry can avoid the pitfalls of "tourist" founders who lack real practitioner experience.
Connect with Jason
https://www.linkedin.com/in/jason-kyle-berwanger
Learn more about Trullion
https://trullion.com
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Join Trullion CEO, Isaac Heller and Director of AI, Shlomo Agishtein for a behind-the-scenes look at the launch of Trulli—a new agentic AI platform built from the ground up for finance professionals.
Watch the discussion
https://youtu.be/DpUyLFHAxq8
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https://trullion.com
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https://www.linkedin.com/in/isaacheller
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Richard Jackson, AI Assurance Leader at Ernst & Young, discusses how artificial intelligence is transforming the accounting profession after 130 years of tradition. Drawing from his Silicon Valley experience, Jackson explores the ethical implementation of AI in financial operations, emphasizing that organizations can only innovate as fast as their governance frameworks allow. He highlights data quality as the critical foundation for effective AI implementation while considering the unique challenges of "auditing the AI" as these technologies become embedded in financial systems.
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https://trullion.com
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Demi Ben-Ari, CTO and Co-founder of Panoways, breaks down the critical cybersecurity concerns for finance professionals, from third-party risk management to AI security implications. Drawing from his background in the Israeli Air Force and maritime analytics, Demi explains how companies can build effective cybersecurity programs and why firms should prepare for upcoming AI regulations. The conversation explores both internal cybersecurity protocols and external advisory opportunities, offering finance professionals a roadmap for navigating an increasingly complex security landscape.
Connect with Demi
https://il.linkedin.com/in/demibenari
Learn more about Trullion
https://trullion.com
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Em Daigle, founder of Otto-Mates, shares her journey from Arthur Anderson auditor to tech-focused entrepreneur creating a matchmaking service for accountants and software solutions. Em and Isaac discuss how AI is transforming accounting from a backward-looking function to a forward-thinking business partner, exploring continuous close capabilities, audit challenges, and predictions for which Big Four firm might lead the AI revolution. Their conversation covers the evolution of accounting technology, the integrity of the profession, and advice for aspiring accountants to embrace technological change in what Em calls "the most exciting time to be an accountant.
Connect with Em
https://www.linkedin.com/in/emdaigle
Learn more about Trullion
https://trullion.com
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Ronen Faier shares his path from growing up in Netanya to becoming CFO of SolarEdge and serving on multiple tech company boards. Drawing from his extensive experience, he explores how the role of finance leaders is evolving from pure accounting to becoming strategic business partners who manage risk while driving growth. As artificial intelligence transforms finance departments, Faier offers valuable insights on how aspiring accountants and CFOs can prepare for a future where they'll spend less time recording data and more time analyzing it to make critical business decisions.
Connect with Ronen
https://il.linkedin.com/in/ronen-faier-328501
Learn more about Trullion
https://trullion.com
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Join Trullion and RSM for an in-depth exploration of how AI is revolutionizing lease accounting and administration workflows. This webinar covers essential day-two compliance considerations, the benefits of business process outsourcing for lease accounting, and demonstrates how AI-powered technology can streamline document processing and portfolio management. Whether you're managing a complex lease portfolio or looking to optimize your accounting processes, this episode offers valuable insights into combining expert services with innovative technology.
Watch the Webinar
https://trullion.com/webinars/ai-advantage-lease-accounting/
Learn more about Trullion
https://trullion.com
Learn more about RSM
https://rsmus.com/
Scott Singerman
https://www.linkedin.com/in/scottsingerman
Katie Ellington
https://www.linkedin.com/in/katherine-ellington-4b5201169
Amanda Davis
https://www.linkedin.com/in/amanda-davis-50566559
Amanda Nessel
https://www.linkedin.com/in/amanda-nessel
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Explore how AI is transforming lease accounting in this webinar rebroadcast featuring Trullion and Grant Thornton. Learn about AI-powered lease abstraction, managing complex modifications, and practical approaches for modernizing your lease accounting processes.
Learn more about Trullion
https://trullion.com
Learn more about Grant Thornton
https://www.grantthornton.com
Ben Chacko
https://www.linkedin.com/in/benchacko
Lisa Kaestle
https://www.linkedin.com/in/lisa-kaestle-a2b17b217
Jordan Sklar
https://www.linkedin.com/in/jordan-sklar-a82996b0
Isaac Heller
https://www.linkedin.com/in/isaacheller
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This podcast is a production of the Earmark Media
Kris Bennatti, CEO and co-founder of Hudson Labs, shares her journey from KPMG auditor to AI entrepreneur, including how her company accurately predicted financial risks at Supermicro. She discusses the evolving relationship between AI and accounting, arguing that while AI won't replace skilled accountants, it can dramatically improve how financial information is analyzed and consumed. The conversation explores the challenges of building an AI company in the financial sector, the impact of social media on business growth, and Hudson Labs' mission to transform how companies communicate with stakeholders.
Connect with Kris
LinkedIn: https://www.linkedin.com/company/hudson-labs/
Twitter: https://x.com/HudsonLabs
Check out Suhas Pai's book: https://www.oreilly.com/library/view/designing-large-language/9781098150495/
Learn more about Trullion
https://trullion.com
Connect with Isaac Heller
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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
This week Isaac is joined by Noah Waisberg, founder of Kira Systems and Zuva, to discuss his journey from lawyer to AI entrepreneur. Noah shares insights on the evolution of contract analysis technology, from early machine learning approaches to today's large language models. The conversation explores the intersection of legal and accounting AI, delving into topics like structured information extraction from contracts, risk scoring, and the potential for AI to enhance pre-signature contract review processes. Noah also offers his perspective on the build vs. buy decision for AI tools in professional services firms.
Learn more about Zuva
Connect with Noah Waisberg
Connect with Isaac Heller
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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
This bonus episode explores the evolving landscape of audit technology, focusing on the shift from all-in-one solutions to integrated, best-of-breed tech stacks. Industry experts discuss the key characteristics of modern audit tools, including cloud-based architecture, open APIs, and a commitment to continuous innovation. The conversation culminates in a practical demonstration of how point solutions can work together to automate traditionally manual audit processes, offering a glimpse into the future of efficient, data-driven auditing.
Learn more about Trullion
https://trullion.com
Jeff Gramlich
https://www.linkedin.com/in/jgramlichcpa
https://www.validis.com
Jeremy Smith
https://www.linkedin.com/in/jeremydeveresmith
https://www.suralink.com
Kevin Fulcer
https://www.linkedin.com/in/kevin-fulcer-09533420
https://www.bakertilly.com
Jordan Sklar
https://www.linkedin.com/in/jordan-sklar-a82996b0
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This podcast is a production of the Earmark Media
This bonus episode explores the upcoming changes to FRS 102 and how companies can prepare for the 2026 deadline. Isaac and Ian Greenwood, Partner in Accounting Advisory at KPMG discuss the major updates to lease accounting and revenue recognition, highlighting potential challenges and practical solutions. The conversation delves into how artificial intelligence and modern software tools can streamline the adoption process, offering insights on data extraction, contract analysis, and ongoing compliance management.
Learn more about Trullion
https://trullion.com
Connect with Ian Greenwood
https://kpmg.com/uk/en/home/contacts/g/ian-greenwood.html
https://uk.linkedin.com/in/ian-greenwood-0bbb102b
Connect with Isaac Heller
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Guzel Lumpkin shares her remarkable journey from a small Russian village to becoming a CPA, CFO, and now CEO of EVLUV, an electric vehicle charging startup. From her early days as a CPA at Deloitte to navigating IPOs for tech giants, Guzel shares valuable lessons on leveraging financial acumen in the startup world. Her current venture into the EV charging space highlights the importance of understanding both numbers and market needs in entrepreneurship.
Learn more about EVLUV
Connect with Guzel Lumpkin
Connect with Isaac Heller
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Isaac Heller and guest Blake Oliver dive deep into the world of AI in accounting, examining recent VC investments and emerging trends. They discuss the potential for AI to augment and automate various accounting tasks, from bookkeeping to auditing, while exploring the challenges of implementation and data management. The conversation also touches on how these technological shifts may impact the accounting workforce and reshape the competitive landscape for both startups and established firms.
Connect with Blake Oliver
Connect with Isaac Heller
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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Artie Minson, President and CEO of LeafLink, shares his journey from public auditor to C-suite executive in this insightful discussion. He offers valuable perspectives on the enduring importance of accounting and auditing in an increasingly complex business landscape. Minson also explores the potential impact of AI on the finance profession, emphasizing the continued need for human judgment alongside technological advancements.
Connect with Artie Minson
Connect with Isaac Heller
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In this episode, Isaac sits down with Nic Boucher, a renowned AI and finance expert, to explore the cutting-edge intersection of artificial intelligence and financial management. They discuss the latest AI tools transforming the industry, the importance of Python skills for finance professionals, and how companies of all sizes can implement AI strategies. Boucher shares his unique perspective on why finance teams are poised to become AI champions within their organizations and offers practical advice for upskilling in this rapidly evolving field.
Connect with Nicolas Boucher
https://nicolasboucher.online/
Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller
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This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
