FEI Podcast – Details, episodes & analysis

In this deep-dive conversation, Isaac Heller (CEO, Trullion) and Shlomo Agishtein (Director of AI, Trullion) share how AI is reshaping the future of finance and accounting. From their origin stories to the development of Trulli, Trullion’s domain-specific AI, they break down what AI agents can really do, and what’s just hype.

You’ll learn:

• How Trullion evolved AI specifically for accounting workflows
• What separates Trulli from generic large language models
• Real-world use cases of AI agents in daily financial operations
• The future of AI in audit, compliance, and reporting
• Why accountants will lead, not lose, in an AI-driven industry

This episode offers finance professionals a clear-eyed look at what AI means for your role today and where it's heading next.

Matt Waters unpacks the key insights from the 2025 Lease Accounting Outlook report, offering expert predictions on the future of compliance, technology, and regulatory change. Listen to Matt's podcast The Lease Report.

Special Guest: Matt Waters.

ICONS: Women of Note 2025 speaker Dr. Sarah Skidmore shares insights on the key differences between leadership and management, the importance of intentional time management, and how finance professionals can develop their leadership voice beyond operational oversight.

Special Guest: Dr. Sarah Skidmore.

The new year may start with a bang for lenders, but not in a good way.

On the heels of the federal eviction moratorium expiration for most states that takes place in January, lenders may see a rise in commercial foreclosures—both on properties that had been in default before COVID-19 took hold and properties that were vacated over 2021.

In this episode the podcast we speak with Brendan Arnott, Senior Vice President at Chubb insurance about what risks lenders and other financial institutions need to keep in mind when taking ownership of a growing vacant property portfolio.

Thanks to SAP for sponsoring this episode. To learn more about SAP use the link below

https://www.sap.com/products/erp-financial-management.html

Special Guest: Brendan Arnott.

At the height of the coronavirus pandemic, government-mandated shutdowns placed live, cultural activity companies in jeopardy. Dance crews and entertainment studios known for being creative in their mediums turned to financial teams for their creative, sustainable solutions. Brian Parisi, Chief Financial Officer at Break the Floor, the nation’s prominent live entertainment company will share how live entertainment companies landed during the pandemic, and where they go from here.

Special Guest: Brian Parisi.

Government mandated stay-at-home orders significantly contributed to the growth of the streaming culture. The quarantine mandates also resulted in a mass shutdown of content productions. For media and entertainment companies that rely on production revenues, the impact was grave. Join us as we speak with Viacom EVP, Controller and CAO Katherine Gill-Charest about their transfer of non-core assets to support the growth of streaming, and how they deal with production halts.

Special Guest: Katherine Gill-Charest.

Patricio is an industry veteran with 25 years of public company finance experience. He would be able to provide insight on a Latin American company successfully going public in the U.S. and also the company’s record third quarter 2021 financial results.
In this episode of the podcast we speak about how he was able to navigate through a SPAC transition and keeping his team focused in the middle of a pandemic.

Thanks to episode sponsor SAP. To learn more about SAP's work with financial executives click on the link below.

www.SAP.com/finance

Special Guest: Patricio Vargas.

Chris Mitchell has been with Crowe for six years, serving as a consulting principal within the technology, media, and telecommunications services group prior to this appointment at the firm’s first Chief Diversity Officer. As CDO, Mitchell is responsible for driving a programmatic agenda to support a culture of inclusion in line with the firm’s vision and strategy.
In this conversation, we talk with Chris about his experiences moving up in the accounting/audit/consulting industry and his hopes for making sure diversity is represented in its ranks.

**_The information in this podcast is not – and is not intended to be – audit, tax, accounting, advisory, risk, performance, consulting, business, financial, investment, legal, or other professional advice. The information is general in nature, based on existing authorities, and is subject to change. The information is not a substitute for professional advice or services, and you should consult a qualified professional adviser before taking any action based on the information. Crowe is not responsible for any loss incurred by any person who relies on the information discussed in this document.
_

Special Guest: Chris Mitchell .

Real inflation-- where prices jump and spending is pummeled -- and is not something that businesses in the United States have had to deal with in decades. In this episode we speak with Dr. Elizabeth Gordon, Professor and Chair of the Department of Accounting at the Fox School of Business at Temple University in Philadelphia about how inflation will need to change financial disclosures.

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Special Guest: Elizabeth Gordon.

When it comes to public company disclosures, the statement of cash flows does not receive a great amount of attention. Seemingly a straightforward accounting of a company’s cash position, many preparers and investors spend more time debating the makeup of the balance sheet or income statement.

But for Counterpoint Global’s Michael Mauboussin, anyone that treats the cash flow statement as an “afterthought” is making a mistake. In his new research piece titled “Categorizing for Clarity”, he argues that the cash flow statement needs to be completely overhauled to keep pace with the ways that companies absorb and pay out their cash positions.

In this episode we speak to Mr. Mauboubissin about his proposals (which can be found in the episode’s show notes) and the issues that a confused cash flow statement brings up for both prepares and investors.

Categorizing for Clarity
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Special Guest: Michael J. Mauboussin.