The Queen of Automation

Meghan Donnelly

Optimize your business operations. Tune in to hear how we help founders & business owners build simple, streamlined systems & digital experience operations that scale. read less
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Episode #3 The Intersection of Compliance and Technology: A Chat with Corporate Compliance Officer Nick Passarelli
6d ago
Episode #3 The Intersection of Compliance and Technology: A Chat with Corporate Compliance Officer Nick Passarelli
In this episode, host Meghan and guest Nick dive into the world of compliance and technology, discussing the evolving role of compliance officers and the utilization of automated systems to manage regulatory requirements. Nick Passarelli, an experienced corporate compliance officer, shares insights on his professional journey, the impact of technology on compliance practices, and the importance of personal branding. From enhancing customer onboarding processes to navigating the challenges of the corporate world, this episode provides a fascinating glimpse into the intricacies of managing compliance in a rapidly evolving landscape.Key Points:- The podcast delves into the interplay of compliance and technology, shedding light on the critical role automation plays in managing regulatory obligations.- Nick Passarelli shares his wealth of experience in corporate compliance, offering valuable perspectives on the challenges and opportunities faced in compliance roles.- The discussion highlights the significance of automation in customer onboarding processes, data management, and adaptive compliance practices.- Emphasizing the importance of personal branding, the episode explores the evolving mindset towards work-life balance and career choices.The conversation between Meghan and Nick provides a thought-provoking exploration of the dynamic intersection between compliance and technology. Offering practical insights and personal anecdotes, the discussion is sure to engage professionals and entrepreneurs seeking to understand the changing dynamics of compliance in the digital age.Guest:- Nick Passarelli: Seasoned corporate compliance officer with a diverse background and extensive expertise in navigating the evolving landscape of compliance and technology.Special CTA- Engage with the Brand Build community to explore avenues for personal and professional growth in the realm of personal branding and entrepreneurship.

Episodes

Episode #3 The Intersection of Compliance and Technology: A Chat with Corporate Compliance Officer Nick Passarelli
6d ago
Episode #3 The Intersection of Compliance and Technology: A Chat with Corporate Compliance Officer Nick Passarelli
In this episode, host Meghan and guest Nick dive into the world of compliance and technology, discussing the evolving role of compliance officers and the utilization of automated systems to manage regulatory requirements. Nick Passarelli, an experienced corporate compliance officer, shares insights on his professional journey, the impact of technology on compliance practices, and the importance of personal branding. From enhancing customer onboarding processes to navigating the challenges of the corporate world, this episode provides a fascinating glimpse into the intricacies of managing compliance in a rapidly evolving landscape.Key Points:- The podcast delves into the interplay of compliance and technology, shedding light on the critical role automation plays in managing regulatory obligations.- Nick Passarelli shares his wealth of experience in corporate compliance, offering valuable perspectives on the challenges and opportunities faced in compliance roles.- The discussion highlights the significance of automation in customer onboarding processes, data management, and adaptive compliance practices.- Emphasizing the importance of personal branding, the episode explores the evolving mindset towards work-life balance and career choices.The conversation between Meghan and Nick provides a thought-provoking exploration of the dynamic intersection between compliance and technology. Offering practical insights and personal anecdotes, the discussion is sure to engage professionals and entrepreneurs seeking to understand the changing dynamics of compliance in the digital age.Guest:- Nick Passarelli: Seasoned corporate compliance officer with a diverse background and extensive expertise in navigating the evolving landscape of compliance and technology.Special CTA- Engage with the Brand Build community to explore avenues for personal and professional growth in the realm of personal branding and entrepreneurship.
Episode #2 Nolan O'Neal | Why every business needs a CRM?
May 21 2024
Episode #2 Nolan O'Neal | Why every business needs a CRM?
In this episode of "The Queen of Automation," host Meghan and guest Nolan delve into the world of technology, business, and work-life integration. Nolan O'Neill, owner and co-founder of Accuxcel CPA, shares his insights into the challenges and opportunities of managing a business while maintaining a balanced lifestyle. The discussion focuses on the importance of communication in the client service experience, the role of customer relationship management (CRM) systems in streamlining operations, and the shift from transactional to relational accounting services.Key Points:- Work-life Integration: Nolan O'Neill emphasizes the need for work-life integration, highlighting the value of balancing work commitments with personal and family priorities.- Client Communication: The challenge of managing client communication, particularly during busy seasons, is discussed, along with the potential benefits of a centralized system for tracking and responding to client inquiries.- CRM Solutions: Meghan introduces the concept of CRM systems as a potential solution to streamline customer communication, facilitate two-way interaction, and automate task management.- Business Services: Nolan explains the client-centered approach of Accuxcel CPA, focusing on ongoing support, tax planning, and outsourced accounting and CFO services for businesses.- Personal Anecdote: Meghan shares her personal experience as a business owner and highlights the need for external expertise in financial and accounting matters.Special Guest:Nolan O'Neill, Owner and Co-founder, of Accuxcel CPAWebsite: www.accuxelcpa.comLinkedIn: Nolan O'Neill
Episode #1 | Tech, Tools, and Transformation: Luke Matthews Unveils Behind-the-Scenes Operations and AI Course
May 16 2024
Episode #1 | Tech, Tools, and Transformation: Luke Matthews Unveils Behind-the-Scenes Operations and AI Course
In this episode, Luke and Meghan delve into the world of automation, discussing the benefits and challenges of using technology in business. Luke, the founder of Wizard Marketing, sheds light on his journey from Canada to Paraguay and initiates an in-depth conversation about work-life balance and the seamless blend of personal and professional life.They explore the transformation of Luke's business operations and the trials and tribulations of adopting an all-in-one software solution. From the development and challenges of creating a course on AI and LinkedIn to their shared love for utilizing Loom for creating SOP videos, Luke and Meghan provide valuable insights into the dynamic world of technology and business management.The duo's candid and relatable approach to navigating the complexities of technology and entrepreneurship offers a refreshing perspective in the realm of social media and business management. Tune in to gain valuable insights into the world of automation and business management from two experienced professionals who aren't afraid to break the mold and share their unfiltered experiences.Stay tuned for the release of Luke's upcoming AI and LinkedIn course, designed to make AI accessible to individuals of all proficiency levels. Don't miss out on Luke's humorous and informative content on LinkedIn, where he offers practical advice on leveraging technology to enhance business operations.Join Luke and Meghan as they continue to push the boundaries of conventional business conversations, addressing the realities of entrepreneurship and the ever-changing landscape of technology in the business world.