Aprio Ascend

Aprio Asend: Episode 5 - NetSuite, Automation, and the Power of AI

In this episode of Aprio Ascend, NetSuite Sr. Vice President Sam Levy joins us to explore how manufacturers and distributors can drive efficiency, gain real-time visibility, and prepare for the future with AI. From eliminating data silos to embedding AI directly into ERP workflows, we break down practical steps for automation, smarter decision-making, and secure, scalable growth. If you're navigating supply chain complexity or wondering how to start with AI, this conversation is a must-listen.

Aprio Ascend: Episode 4 - Creating Social Impact: Building Resilient Entrepreneurs

What happens when social impact focuses on building real business capability? In this episode of Aprio Ascend, we explore Building Resilient Entrepreneurs (BRE), a collaborative program designed to strengthen early‑stage entrepreneurs through financial education, mentorship and community.   Joined by Michele Blondheim, Vice President of Corporate Social Responsibility at Aprio and Matthew Sutton, Philanthropic Advisor at Community Foundation for Greater Atlanta and former Director of Corporate Partnerships at United Way of Greater Atlanta, tune in as they cover closing access gaps, real-world application tailored to entrepreneurs’ businesses, and the lasting impact intentional partnerships can have on communities.

Aprio Ascend: Episode 3 - From Contact to Connection: Building Meaningful Business Relationships

How do you turn a simple introduction into a lasting business partnership? In this episode of Aprio Ascend, host Jordan Fladell explores the power of authentic connections with Kayla Kania, Mid-Atlantic Leader and Partner, Assurance Services at Aprio and Morgan Higgins, Partner at Blue Delta, who share how their early networking efforts evolved into a trusted professional relationship. From building relevance and value to nurturing long-term connections and knowing when to collaborate, this conversation offers practical insights for transforming contacts into meaningful partnerships.

Aprio Ascend: Episode 2 - Economic Outlook 2026: The Year of the Gas Pedal (and the Speed Limit)

In this episode of Aprio Ascend, host Jordan Fladell sits down with Aprio’s Chief Investment Officer Simeon Wallis, CFA, to unpack Aprio’s 2026 Economic Outlook [https://www.wealth.aprio.com/insights/economic-outlook/?utm_source=hs_email&utm_medium=email&utm_content=399646333&_hsenc=p2ANqtz-9_aw2xyia-3zsjmzt2F_WB9MEY3CJO8ay3ny7lVskLH_i_Q8eqiaStbBZHGTXhF1ed7TUXjzrikfv6hJx5QHiUvnmTxw]. From sticky inflation and shifting labor dynamics to a reopening M&A market and the risks that could shape the back half of the year, we explore why 2026 is both an acceleration point and a caution zone. Tune in to learn how you can use this early year window to invest, strengthen operations, and prepare for what’s ahead.

Aprio Ascend: Episode 1 - Humans + AI: The Intuit Strategy with Alex Balazs CTO of Intuit

In this episode of Aprio Ascend, host Jordan Fladell sits down with a very special guest to explore the evolving relationship between artificial intelligence and the irreplaceable role of human insight. As AI continues to reshape how businesses operate, we’ll dive into why human judgment, creativity, and empathy remain essential, and how leaders can strike the right balance. We’ll also learn how Intuit is harnessing the power of AI.  Whether you're a CEO, CFO, or entrepreneur, this episode will help you understand how to harness AI without losing the human edge—and how to prepare your business for what’s next.