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The Question That Wouldn’t Go Away A few months ago, I participated in an ARM industry webinar focused on a topic that most people outside of finance rarely think about: how to properly maintain and reconcile multiple trust bank accounts across multiple clients, with payments flowing through multiple third-party processors.We discussed internal controls, segregation of
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Working with founders is like being the pacer in a race: you run at what feel like sprint speeds to you, yet seem almost leisurely to them. There is always a goal—an Ahab-like pursuit—and you get to run an important leg of their journey, making it your own by helping translate ambition into measurable progress.
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A Real Use Case for AI A vendor sends monthly invoices as PDFs. Not summaries—full transaction-level detail. All the data you want, hermetically sealed inside a document designed primarily for printing and filing, not analysis. The data is valuable. The data is locked. Hey, why not just demand the vendor send the invoices directly
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The Problem with “Follow Your Passion” Stories I’ve been reading and watching a lot of TED talks lately—successful people telling the story of how they followed their passion and ended up fulfilled, happy, and successful. There’s a recurring theme: “Follow your passion. Look at me—I did, and it worked.” These talks highlight the outcome. What
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Financial Foundations with Jim Curham 