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The BGL podcast profiles clients, stories and the hardworking staff at BGL Corporate Solutions that are making your life easier every day.
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CAS360 and Simple Fund 360 February 2020 Product Update
CAS360 and Simple Fund 360 February 2020 Product Update
In this episode I am joined by Matt Crofts (Head of Simple Fund 360) and Adriana Cavallo (Head of Partnerships) to discuss
The BGL MasterClass series in March (BGL MasterClass Info) BGL's ISO 27001 certification Top 5 new features in CAS360 for February 2020 Top 5 new features in SimpleFund 360 February 2020 New Features Webinars
CAS360 - Feb 19th - Register Here
SF360 - Feb 11th - Register Here
Enjoy!
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25. Molly Banister, Suite Files
In this episode of the BGL Podcast, I was joined by Molly Banister
(Twitter: @MollyKBanister)
Molly is the marketing manager at SuiteFiles
Molly talks about her journey from wanting to be a lawyer, to working out that she loves helping people and finding a job she loved in marketing.
Molly also talks about
Her love of RipCurl long socks Changing how she looked at her professional life That ‘Kindness costs nothing’ Investing in human psychology Competing in cheerleading championships Believing in who you are, and believing that you are worthwhile How marketing should never stop -
24. Guy Pearson, Practice Ignition
Guy Pearson, Practice Ignition
On day 2 of Xerocon I was joined by Guy Pearson, Guy is the CEO of Practice Ignition
Guy talks about how 2019 has been a transformational year in his life and what has changed for him. Guy also talks about his history in business and a huge amount of other points such as.
What Practice Ignition is A PI customer success story Guy’s start in Accounting Running his own Accounting team at 23 Starting an Accounting Firm at 25 The backstory of starting his accounting firm Why he’s not allowed to sell PI Improving energy levels Being grateful and expressing it His thoughts on value based pricing His favourite quotes After this ep was recorded Practice Ignition announced a $26m capital raise
https://www.practiceignition.com/blog/practice-ignition-adds-a-26-million-to-fuel-next-phase-of-growth-in-accounting-innovation -
23. Taryn Holman, Super AA
On day 1 of Xerocon 2019 I was joined by Taryn Holman. Taryn is the National Sales & Marketing Manager for Super AA.
(twitter - @taryn_jadeh)
Taryn has been at Super AA for the last 4 years and before joining Super AA Taryn ran her own collection business
The interview has something for everyone with some great advice on how to set goals, and focus your attention on how to achieve the goals.
In the podcast Taryn talks about:
Her favourite books Her favourite quote Coach bags Joining the 5am club Living on the surf coast Joining Super AA Meditation and Gratitude Positive Affirmations For more information on SuperAA please listen to episode 10 - Growth with Mike McHenry from Super AA. -
22. Adriana, BGL Head of Partnerships
On day 1 of Xerocon 2019 I was joined by the new Head of Partnerships at BGL - Adriana Cavallo.
(twitter - @adrianaccav)
Adriana has been at BGL for a number of years, and has been in a number of roles including Support, Client Success, Product Management and now Head of Partnerships.
In the podcast Adriana talks about:
Her favourite books Her favourite quote Her love of Audible and AirPods How embracing Keto has changed her life The importance with relationships The lessons learned at university Show links
Man in the arena quote - http://www.worldfuturefund.org/Documents/maninarena.htm
Audible - https://www.audible.com.au/
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21. Shelley Banton, ASF Audits
Jeevan Tokhi is joined by Shelley Banton, Head of Technical at ASF Audits.
ASF Audits is a leading independent SMSF Auditor with a team of highly skilled and specialised SMSF auditors.
ASF Audits has over 20 years’ experience working with large administrators, mid-tier to small accounting firms, and financial advisers.
In recent weeks the ATO has sent a mail out to around 18,000 SMSFs and their auditors where the ATO believes the SMSF investment strategies may not meet the diversification requirements under the SIS Act.
Jeevan and Shelley sit down and discuss what this means for SMSF Trustees and Auditors.
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Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.