Podcasts

Louis C. Grassi, CPA, CFE, is the managing partner and CEO of Grassi. He began his career in 1977 and has extensive experience in tax, accounting and consulting.

Steve Heathcote has been CEO of PrimeGlobal since 2019. His extensive background in the accounting profession includes undertaking the COO role at the U.K. Financial Reporting Council, a senior management position at KPMG and over 10 years as a key member of the Association of Chartered Certified Accountants executive team.

An expert explains why an intentional interview experience will lead to better results — and how technology plays a role.

The government is striving to make student loan forgiveness more efficient, but critics worry it will also make loans less accessible.

Major cuts to Medicaid would transform the healthcare landscape in the U.S. — and not for the better.

Lowell M. Smith Jr. is chief compliance officer and co-founder of IRALOGIX.

His previous experience includes working for the ERISA enforcement agency in the U.S. Department of Labor. He created a TPA compliance practice and consulted on products, procedures and technology for clients of Universal Pensions, now Ascensus. He is a published author and a frequent speaker at industry conferences.

Paul Tyler is Head of Enterprise Marketing and Marketing Innovation at Zinnia, previously serving as CMO at Nassau Financial Group where he led branding strategy, digital initiatives, and built direct-to-consumer channels for insurance products. With deep expertise in financial services marketing and digital transformation, Paul brings a practical perspective on how advisory firms can leverage technology to enhance client engagement while maintaining the human connection that's essential in financial services.