The Soul of Enterprise: Business in the Transformation Economy by THRESHOLD – Details, episodes & analysis

In this special episode of The Soul of Enterprise, Ron and Ed welcome a panel of speakers from the Chaminade Leadership Summit (CLS), an event focused on developing principled leadership and purposeful organizations.

Joined by Bro. Thomas J. Cleary and fellow summit speakers, the conversation explores the intersection of leadership, values, and organizational culture. Drawing from their diverse experiences, the panel discusses how leaders can foster trust, inspire accountability, and navigate complexity in today's rapidly changing environment.

From practical leadership frameworks to personal reflections on mission-driven work, this episode offers insights for anyone looking to lead with clarity and purpose—whether inside a firm, a team, or a broader community.

In this episode of The Soul of Enterprise, Ed Kless and Ron Baker speak with Alexis Kingsbury about a rather audacious experiment: running an entire accountancy practice staffed almost entirely by AI.

The firm—Accrual Intentions—had eleven AI "team members" and one human: Alexis. What began as a curiosity about the real capabilities of AI quickly became something far more interesting. The AI team produced accounts, onboarded clients, and developed surprisingly human-like dynamics—personalities, accountability, even a kind of culture.

But the experiment also ran into limits, particularly around compliance and professional judgment. The result is Kingsbury's new book, a fascinating mix of business experiment, comedy, and serious reflection on what AI actually means for professional services.

On this episode of The Soul of Enterprise, we welcome back Dr. Paul Thomas, founder and CEO of Plum Health Direct Primary Care. Since his last visit, Plum Health has expanded to multiple locations, added new physicians, and continued scaling a model that puts relationships—not insurance paperwork—at the center of care.

We'll get an update on that growth and explore the broader Direct Primary Care (DPC) movement: How fast is it growing? Why are employers and patients embracing it? And is it truly reshaping how healthcare is delivered in America?

We'll also dig into the regulatory hurdles that still stand in the way—HSA eligibility, state-level rules, and what policy changes could accelerate adoption.

If you care about innovation, subscription models, or the future of healthcare, this conversation is one you won't want to miss.

Ron and Ed are thrilled to have Magatte Wade back on the The Soul of Enterprise to talk about her new book, Heart of a Cheetah: How we have been lied to about African poverty and what that means for human flourishing. Magatte Wade is a bold Senegalese entrepreneur and unflinching prosperity activist, determined to shape the destiny of her African homeland. In her riveting memoir, she challenges Africans to redefine their narrative, casting aside imposed inferiority to reclaim their innate brilliance. ? This is not a recounting of poverty and politics. It's an indictment of a world that views Africa as nothing more than a colonial chessboard, with charity acting as the block that keeps Africans stuck.

Well, it has happened again, Ron and Ed's stacks of stuff are bursting beyond their britches, so it is time to trot out some alliterative alchemy to rightly rectify the seriously sticky situation. Okay, enough already. Just sit back and enjoy the ride.

Ron and Ed welcome for an unprecedented sixth time, Joe Woodard. As always this will be a wide-ranging conversation but likely topics include: plussing your offering, why people don't value your offering and what to do about it, the future of CAS, and, maybe, just maybe, Apple Vision Pro.

Join Ron and Ed as we dive deep into the dynamic world of subscription business models. With the landscape constantly evolving, we'll bring you the latest insights and happenings that are shaping the future of subscriptions. Whether it's the introduction of new technologies, shifts in consumer preferences, or innovative strategies companies are adopting to retain subscribers, we've got it covered. Stay ahead of the curve and understand what these changes mean for businesses and consumers alike. Don't miss out on this insightful update – tune in to stay informed!

Ron and Ed are joined by Scott Reib who is known as "America's Legal Coach." For the last two decades, Scott is a firm believer that legal advice doesn't have to be expensive or intimidating. His passion lies in changing the way we view legal counsel: from "emergency" situations to "primary care provider" relationships. Scott is shifting this perspective via Access Plan, his groundbreaking subscription-model legal service, where he helps clients understand their legal questions before they find themselves in a legal emergency.

Join Ed and Ron for our interview with EisnerAmper's Chairman and CEO, Michael Breit, for a discussion of private equity in accounting, including how EisnerAmper's changed its governance structure. We'll also discuss the advantages and disadvantages of these alternative structures, and how private equity will impact the future of firms.

In an engaging email exchange between Ron and Reilly Newman, a Brand Scientist, Reilly shares his insights and challenges while reading the book Time's Up! He is particularly interested in applying the subscription business model to his brand creation business but faces difficulties in transitioning from a consultancy approach to a subscription-based service. Through their conversation, they explore creative solutions and strategies, including the idea of offering a brand transformation program and incorporating ongoing value into subscription packages. Join Ed and Ron as they discuss these ideas and how they apply to professional firms.