Creators and Guests

Blake Oliver, CPA
Host
Blake Oliver, CPA
Founder and CEO of Earmark CPE
Appears in 7 episodes
David Leary
Host
David Leary
President and Founder, Sombrero Apps Company
Appears in 7 episodes
Atul Tiwari
Guest
Atul Tiwari
As Chief Executive Officer, Atul Tiwari leads the team and is responsible for the overall strategy and development of Cult Wines Americas. Hailed by Investment Executive as ‘having a knack for knowing what’s next’, Atul is thrilled to have successfully married his extensive investment experience with a passion for wine to introduce this unique asset class to the Americas market. Atul leads with investment rigor, excellent client relationships and unparalleled knowledge of the asset class. Atul’s background speaks for itself, before building Cult Wines Americas, he was employee number one at Vanguard Canada. As CEO for the company, together with his team, he helped pioneer ETF investing in Canada and grew the company from $3 to $30 billion in assets over 7.5 years. Prior to Vanguard, he held progressively senior positions at BMO Financial including senior vice president of BMO Asset Management, heading up the BMO US mutual fund business in Chicago before going on to lead the charge for BMO to enter the ETF business as the founding President of BMO Exchange Traded Funds. In addition to his personal interest in wine, Atul has also managed a 4,000-bottle cellar of fine Burgundy for the Toronto Chapter of the Confrerie des Chevaliers du Tastevin over a five-year period. After earning his law degree from Osgoode Hall Law School (Canada), he began his career in law, practicing in London (UK) and Toronto (Canada) before transitioning to finance.
Appears in 1 episode
Colleen Boyle
Guest
Colleen Boyle
Colleen Boyle brings over 20 years of diverse experience in the art and financial world to The Fine Art Group. She has valued art and collectibles for international corporations, museums, and private collectors across the globe. Colleen has provided legal analysis for court cases involving art valuation and identification. Colleen earned a diploma in French Fine and Decorative Arts at Christie’s in Paris and a Master of Arts degree in Art History from the University of St. Thomas. She then received a Bachelor of Arts degree in Economics from The College of William & Mary. She is a member of the Appraisal Association of America and is USPAP compliant. Having earned the Chartered Advisor in Philanthropy designation (CAP®), Colleen regularly assists clients with monetization strategies of tangible assets for charitable endeavors as well as identifying institutions for direct donations. She conducts lectures and Continuing Education classes on diverse topics pertinent to art and collectibles and is featured in a documentary titled “The Real Fake.”
Appears in 1 episode
Daniel Ruettiger
Guest
Daniel Ruettiger
Senior Associate, Finance and Accounting at High Street Insurance Partners, Inc
Appears in 1 episode
Daniel Vidal
Guest
Daniel Vidal
After graduating with his MS from the University of Virginia, Daniel became an early employee of Expensify where he has been ever since. Helping Expensify grow to a dominant company not only in expense management but also in financial technology, Daniel has worn many hats for the company. Most notably, Daniel helped to start and has since led the Business Development team to help structure partnerships with industry giants like Intuit, Apple, the AICPA, as well as launching a world class accountants program, ExpensifyApproved!
Appears in 1 episode
Evan Goldberg, Executive Vice President and Founder, NetSuite
Guest
Evan Goldberg, Executive Vice President and Founder, NetSuite
As the founder and EVP of Oracle NetSuite, I understand that a business starts with an idea, but it succeeds because of the people. At NetSuite, we have grown from a small office above a hair salon into a global organization that now works with more than 32,000 customers in 217 countries and dependent territories.
Appears in 1 episode
Jason Balk
Guest
Jason Balk
CFO, CIO - Media Place Partners
Appears in 1 episode
person
Guest
Jing Cheng
Appears in 1 episode
person
Guest
Jinyoung Lee
Appears in 1 episode
Peter Sean Magner
Guest
Peter Sean Magner
I am a proud Capetonian ⛰️ passionate about helping entrepreneurs grow their businesses by using better technology, improving their finances 💰, and having the right partners 🤝 in place. I am a new dad 🍼 to James and an avid Trail Runner 🏃🏼(these two don't always work harmoniously together). If I'm not behind a laptop 🧑🏼‍💻 solving problems, you are sure to find me exploring the running trails of Cape Town with my wife and German Shepherd 🐕 (or drinking wine 🍷). I love my rugby 🏉 and am a proud Stormers supporter. Things I love: * My Family 👨‍👩‍👦 🐕 * My Faith ⛪ * The Outdoors 🌳 * Marketing 💡 * Technology 📱 * Automation ⚙️ I enjoy training, mentoring, and learning and as already mentioned am a major fan of the outdoors. I am always interested in connecting with like-minded individuals and also people who are interested in growing and learning. I enjoy finding new and creative ways to do business and feel that it is often through listening to another's perspectives that one gains insight. I am open to new ideas and enjoy tinkering with new tools.
Appears in 1 episode
Simon Magner
Guest
Simon Magner
Founded Iridium Business Solutions in 2013, I am the Managing Director and provide oversight on the People/HR side of the business and the finances. Together with my brother Peter Magner we are building a Professional Services business with a tech focus. Through Iridium we provide Financial Management and Accounting Solutions to clients from completely outsourced solutions or merely acting as a solutions provider. We are 100% Cloud-Based in our business and use Xero - Cloud Based Accounting Software, Dropbox and Simplepay (Payroll Solution) as the core products in our operations.
Appears in 1 episode
Xenia Tovchykh
Guest
Xenia Tovchykh
Active and curious leader with 10+ years of international accounting & audit experience, 5+ of those in people management roles.
Appears in 1 episode
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