Physis with Stefania Di Bartolomeo | E227

On today's episode of the Fintech Impact, Jason Pereira is going to talk to Stefania DiBartolomeo, the founder, and CEO of Physis Investments. This investment is an ESG and impact investing platform for reporting sustainability amongst companies. Stefania realized that the next big question for people that wanted to invest in sustainability, they wanted to invest to respect and protect the planet. But the question was going to be, can you prove the impact of this investment? And she decided to leave the company at work for a disaster management company in Europe and she came back to Harvard to start vice investment to really answer this next big next big question, help people measure the impact of their money on the planet.

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Liveflow with Anita Koimur | E226

On today’s episode of the Fintech Impact, Jason Pereira is going to talk to Anita Koimur. Co-founder and COO of Liveflow. Liveflow is an online platform that pulls data into Google Sheets from various accounting software to allow and enable different workflows and processes more efficiently than currently can be done within that native software.

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Financial Statements Basics: Part 5, with Jason Pereira | E087

Today is the 5th part of the continuation of a series that Jason is doing on understanding financial statements. On this episode, Jason will be talking about various accounts such as notional accounts and capital dividend accounts. He will be explaining further about RDTOH, refundable dividend tax on hand and safe income in this series on understanding your Financial Statements. Jason explains what are notional accounts? These are accounts that exist in your financial statements. They have to be tracked by your account separately and reported to CRA. Some of them, not all of them yet, but they are all being reported.

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Funding Matters with Bill Petruck | E225

On today’s episode of the Fintech Impact, Jason Pereira is going to talk to Bill Petruck, Founder and CEO of funding matters. Funding matters is a light fintech with a series of calculators and other tools that help not-for-profit charities. It helps generate donations more easily by showing people the actual tax implication of various donation schemes and options and helping kind of grease the wheels towards making that happen.

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Financial Statements Basics: Part 4, with Jason Pereira | E086

Today is the 4th part of the continuation of a series that Jason is doing on understanding financial statements. Today, Jason is going to focus on cash management and working capital because cash is your lifeblood of a business. He will give you a framework for how to work with the cash because the accounting books and looking at that just don't give you the full picture. He will be explaining all the queries related to cash flows in your business.

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Financial Statements Basics: Part 3, with Jason Pereira | E085

Today is the third part of the continuation of a series that Jason is doing on understanding financial statements. Today, Jason is going to talk about accounting ratios. Accounting ratios are used to analyze your business in several different ways. First, it’s helpful to track the performance of your business in multiple different facets, from its solvency to its profitability to its efficiency. It also is a valuable tool if you can combine comparing the help of your business with another business.

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Daylight Automation with Art Harrison | E223

On today’s episode of the Fintech Impact, Jason Pereira is going to talk to Art Harrison, Co-founder and Chief Growth Officer of Daylight. It helps companies automate their data processes and create greater efficiencies around things like onboarding, documented population etc. TurboTax is a solution that will guide you through the right questions just to make sure that you contextually are providing the right information.

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Financial Statements Basics: Part 1, with Jason Pereira | E083

On today’s episode, Jason Pereira will review financial statements, how to read them properly, and what different terminologies mean. There are all kinds of rules about how depreciation impacts different types of business, and it’s also known as capital cost allowance in Canada.Today, Jason will discuss income statements, balance sheets, cash flow statements, and ratios.

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Payslip with Fidelma McGuirk | E219

Today in the show, we have Fidelma McGuirk, founder, and CEO of Payslip. Payslip is an Ireland-based payroll company that does work all around the world. She is on the show to discuss the challenges of working with multi jurisdictions and other complexities. Payslip is a technology company that provides a job apparel control platform to multinational companies, says Fidelma.

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Swoop Funding with Daire Burke | E218

On today’s episode of the Fintech Impact, Jason is going to talk to Daire Burke, head of Canada for Swoop Funding. Swoop Funding is an Irish-based company that works in multiple countries. It provides companies with access to a platform that aggregates lending solutions to meet their needs from various commercial blenders.

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Four Eyes Financial with Lori Weir and Jeff Harvie | E217

On today’s episode of the Fintech Impact, Jason is going to talk to Lori Weir and Jeff Harvie. They are going to specifically talk about how they have helped advisors and firms deal with implementing new systems to help them better support themselves in this new regime CFR. Lorie started the company in 2015, and they set out to help investors feel more confident that they were invested in products that met their risk tolerance and financial goals.

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Hubly with Louis Retief | E216

On today’s episode of the Fintech Impact, Jason is going to talk to Louis Ratief, Co-founder and CEO of Hubly. Hubly is an advisor workflow automation tool that helps take information from CRM’s and create actionable and easy to develop and implement workflows for advisors. Hubly is a vertical SAS software that supercharges comprehensive financial advisory firms. The purpose is for your highly regulated professional services like financial advice, tax preparation, trust, good planning, investment management, etc.

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TurnKey Lender with Marc Pickren | E215

On today's episode of the Fintech Impact, Jason is going to talk to Marc Pickren, Chief Executive Officer of The Americas for TurnKey Lender. A global financial technology Software as a Service Business (SaaS) that has created and deployed the world's most impactful embedded finance platform since 2011. The company enables any business anywhere in the world to finance their customers, and that provides tens of millions of global citizens and businesses the opportunity to start something new, purchase needed machinery, and/or to acquire items that improve their lives.

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