David Lloyd

I can't wait to kick off the educational portion of the LMA Canada Conference with a Ted-talk-style presentation on "Big Data = Big Strategy." I'll be discussing how big data can transform your firm’s strategy by unlocking pathways to growth, enhancing client retention, and guiding resource allocation. If you’ve struggled to justify where to invest your time and resources, this session is for you! Don’t miss out—register today! https://lnkd.in/gNKeuwA2   #LMACanadaConference #BigData #FirmStrategy #ClientRetention #DataAnalytics

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In this sponsored episode of FEI Weekly we talk with Justin Croft (Justin C.) VP, Cross Solutions Architecture at QueBIT Consulting, about the promise and practicality of AI in financial planning and analysis. The role of artificial intelligence in finance is just starting to be understood and, more importantly, how it mixes with other tools like predictive analytics and robotic process automation to build a solid forecast. Listen here: https://bit.ly/3WeU5dK #FEIOrangeCounty #FinanceLeaders #CFO #CareerDevelopment #ProfessionalDevelopment

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Are you looking to improve your Business Central processes and earn CPE credits? The BC Summer Workshop on Sept. 5 from 11:30 AM to 2:30 PM ET is designed just for you. This event will equip you with the knowledge and tools to optimize your BC environment and it’s the last of our Summer Workshop Series. What You’ll Gain: Expert-Led Sessions: Learn from leading professionals who will provide actionable insights and practical advice. Enhanced Skills: Gain new skills that will make your job easier and more efficient. Detailed Agenda: 11:30 - Optimizing Business Central: Assessing Your Organization’s Usage Presenter: Cynthia Priebe - Microsoft MVP Learning Objectives ➡️ Learn why a Business Central Optimization Review should be an annual task ➡️ Identify advantages and disadvantages in taking a DIY approach to your first review ➡️ Understand what is needed to get started 12:30 How to Maximize your Business Central Investment Presenter: Ben Cole from ERP Connect Consulting   Learning Objectives: ➡️ Walk through various techniques and teach attendees to automate their quote to cash processes, including Accounts Receivable Dashboarding, Invoice and Statement Automation, Prepayment Tips and Tricks, and Auto-Applying Cash to Invoices. ➡️ Learn how to better track changes in their system with Change Logs and Field Monitoring to not only show you what has changed, but alert you proactively before it is too late. ➡️ Learn how to better manage their Accounts Payable Processes through enhanced AP Dashboarding, Vendor Management, Invoice Document Storage, Vendor Payments, and Automate Remittance Delivery. 1:30 - Optimizing Business Processes and Tax Compliance with Avalara Presenter: Michelle Tallada Learning Objectives: ➡️ Understanding Tax Compliance: Learn how Avalara’s tax compliance solutions optimize existing business processes to enhance accuracy and efficiency in tax management. ➡️ Improving Financial Operations: Discover best practices for streamlining financial operations, reducing manual efforts, and minimizing errors through automated tax compliance solutions. ➡️ Navigating Tax Regulations & Nexus: Gain insights into the latest tax regulations, including nexus considerations, and how Avalara’s solutions help businesses stay compliant, reducing the risk of penalties and audits. Plus, all attendees will receive a comprehensive handout for future reference. Who's going to join us for the BC  Summer Workshop? #MSDynBC #businessprocesses (link will be in the comments)

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“The reality is clear: There’s no ‘easy button’ for AI transformation,” says Domino Data Lab's Kjell Carlsson in The Globe and Mail. His insight? Most companies have realized that successful AI implementation demands advanced data science and MLOps capabilities—far beyond initial expectations. This article covers the complexities of AI adoption and governance, offering crucial lessons on how businesses can move from hype to real-world value with AI. Check out the full article to learn how your organization can unlock AI's potential while minimizing risks.

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🤝 Let's meet me at Collision Toronto next week to talk about AI agents in the enterprise! 'Agentware' is a term I coined for the next generation of agentic software that will power enterprise solutions. ✨How soon will your enterprise be agentic? 🧠 Agentware == AI agent software Software development is moving into its agentic phase. Web applications will be developed in real time by AI agents. Hardware will be powered by agentware. Every platform is agentizing. Welcome to the agentization era of the internet. #agentware #agentization

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💭Why is cross-functional collaboration required to make data work in the retail sector? Deval Motka, VP and CDO at Genesco, speaks with Nazar Labunets, Product Marketing Manager at Ataccama, in a video interview about data challenges in the retail sector, driving business decisions with data, the role of data teams in making data work, cross-functional productive partnerships, and being goal-oriented. Motka says that data cannot function by itself and collaborations across functions are needed. She believes that the phrase “data is the glue” hints at a disconnect that data can resolve. It is the data person’s responsibility to collaborate cross-functionally to make data work, she adds. 👉 WATCH the interview here: https://hubs.ly/Q02tVRqb0 You can also find this episode on our podcast page! 🎧 LISTEN here - https://hubs.ly/Q02tVGMc0 #Leadership #DataManagement #ThoughtLeadership #DataLiteracy Did you find this post relevant? Like it, share your views with the interviewee, and tag others who can benefit from it in the comments.👍🗨️

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Can fragmented customer data hinder business growth? It's certainly not going to help. Yesterday, I spoke with a Canadian manufacturer with offices across North America who was pondering this same question. Their team was spending a lot of time in internal meetings, gathering this fragmented information to be prepared to meet with customers. Except when they didn't, which meant they were going in blind. Yikes. Their vision was to have one central location for all customer data -- and make it super accessible to everyone on the team. They were looking for AI to automatically integrate data from Microsoft Great Plains, emails from Office 365, and videos from Teams calls into a unified CRM system. This would not only streamline operations but also ensure that every customer interaction was backed by complete and up-to-date information. Imagine the difference it would make for their sales reps on the road, who could quickly pull up customer histories and order details from their mobile devices, without having to dig through multiple systems or make frantic calls to the office. With this centralized CRM, they could focus more on building relationships and less on administrative tasks. The AI-powered features would automatically log interactions, summarize calls, and provide actionable insights, making their jobs easier and more efficient. Ultimately, this shift would help them grow their business more effectively, ensuring no customer falls through the cracks and every opportunity is maximized. Does this sound familiar?

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🚀 Exciting News! This year’s AI Reality Tour is making a stop in Toronto next Tuesday Oct 1, and GINQO has stepped in as a sponsor. We want YOU there! Swing by GINQO's booth—it's like a data pit stop, but with way more fun. We'll be ready with high-fives, handshakes, and all the insider tips you need to take your AI skills to the next level, including our newest Qlik solution on Process Mining! Plus, you'll get to meet Qlik’s top leadership, connect with other brilliant minds, and learn from the best in the biz. 💡 🔔 Qlik Vision Keynote: Join Chief Technology Officer, Charles (Mike) Potter, as he walks us through Qlik's vision for the future, and of course, there will be a mention (or two) on AI as expected! 🔔 Qlik Product Keynote: Discover the latest advancements in our best-in-class data, analytics, and AI portfolio. Join Qlik's experts: Sharad Kumar Field CTO-Data, Steve Frederick Senior Manager and Solution Architect, and Mitchell Ogilvie, Master Principal Solution Architect of Data Management as they talk about some of the developments in Qlik Talend with Cloud and Qlik Answers. 💡 Unlock Insights in Unstructured Data with Generative AI where Qlik's Global Director AI and Machine Learning, Sean Stauth, and Kyle Jourdan, Qlik's Head of AI Practice, will show how to unlock the value of your unstructured data. Sean and Kyle will double down as they will also lead the Getting Started with Predictive Analytics talk, they will show us how to drive analytics value form your data with predictive analytics and explainable AI. 🎤 This event will wrap up with an engaging customer panel moderated by Global Director AI and Machine Learning, Sean Stauth. Join the 'Let's Get Real About AI' panel and hear from the Head of Information Technology Department at Alpha Auto Group, Andre Rekhtine, and Data Architecture at the Canadian National Railway Company, Arthur Toxidis, as they share insights with Qlik. Click the link, register now, and let’s make this event unforgettable! https://lnkd.in/g4gSiUvC #AIRealityTour #Qlik #QlikTalendCloud #QlikAnswers #DataCommunity #AnalyticstoAI #ProcessMining

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Transform your data strategy with these three essential tips for maximizing your Data Fabric implementation! 📈 At SDA Inc., we ensure you get the most out of your data investments. Watch our quick video to learn: 1️⃣ Prioritize Data Quality 2️⃣ Invest in Robust Data Governance 3️⃣ Leverage Real-time Data Analytics Ready to take your data management to the next level? ✨ Get expert guidance from SDA Inc. – schedule a discovery session today! #DataFabric #DataQuality #DataGovernance #SAPpartners #SAPCommunity

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In today's rapidly changing tech landscape, the role of Chief Revenue Officer (CRO) has transformed like never before. Tim Richards, a seasoned revenue leader with experience at TimeWarner, AOL, Linqia, Nextdoor, and Amaze, shares his expertise in the latest episode of Revenue Reinvention, Pathways to Profitability, a podcast in partnership with Conga and Accenture. 🎧 Tune in to discover: The evolving role of the CRO 👏 Strategies for managing market expansion and contraction 💡 Innovative pricing and revenue models 💰 Servant leadership and team empowerment tips 💪 A glimpse into the future of revenue strategies 🔮 Don't miss out on these invaluable insights for driving growth in your organization! https://bit.ly/47NaKJD #RevenueReinvention #CRO #Leadership #RevenueStrategy #RevenueLifecycleManagement #BusinessGrowth #Podcast

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FEI PODCAST: In this sponsored episode of FEI Weekly we talk with Justin Croft (Justin C.), VP, Cross Solutions Architecture at QueBIT Consulting, about the promise and practicality of AI in financial planning and analysis. Listen here: https://bit.ly/3WeU5dK The role of artificial intelligence in finance is just starting to be understood and, more importantly, how it mixes with other tools like predictive analytics and robotic process automation to build a solid forecast. #FEINewJersey #FinanceLeaders #CFO #CareerDevelopment #ProfessionalDevelopment

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Every Tuesday, I host an exclusive live event for our Pro Community, The AI Report, where we explore the latest tools and strategies in automation. Last week, I sat down with Louis Shulman of Orbit Marketing to discuss how to maximize the potential of GoHighLevel.ca for CRM automation. Here are some of the key highlights: 🔹 Go High Level for CRM Automation: Discover how Go High Level’s native automation capabilities streamline business processes, from lead nurturing to appointment confirmations. 🔹 Pre-Built Workflows & Templates: Learn how to import pre-built solutions from independent sellers and customize workflows for your business needs. 🔹 Personalization with AI: See how AI tools like GPT can be integrated into Go High Level to personalize and optimize your automations. If you’re part of our Pro Community and missed the live event, you can still watch the recording in Skool. Not a member yet? Join us today and gain access to these valuable insights. 👉 Join the Pro Community: https://bit.ly/4dDmH6R #Automation #CRM #GoHighLevel #AI #Personalization #AutomationTools #BusinessAutomation #ProCommunity #OrbitMarketing #Skool

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Awesome news! Check out how vision turns into reality turns into results & recognition!

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Thinking about using #AI to help your business? Better slow down and make sure you get things correct first. Here is an excellent article from CIO showing why some caution is necessary: 10 Famous AI Disasters Here are the first 5: April 2024 - Air Canada pays damages for chatbot lies November 2023 - Sports Illustrated may have published AI-generated writers August 2023 - Gannett AI flubs high school sports articles August 2023 - iTutor Group's recruiting AI rejects applicants due to age June 2023 - ChatGPT hallucinates court cases https://lnkd.in/ebqcsEx9

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Learn why does this CDO consider data quality less about quality and more about explainability. Deval Motka, VP and CDO at Genesco, speaks with Nazar Labunets, Product Marketing Manager at Ataccama, in a video interview about building sustainable solutions based on governed self-service, AI opportunities in retail, the surge in traditional AI usage, and the data quality challenge with AI. Motka states that data quality is not a quality issue but an explainability and understanding issue. In business, people must understand everything to be able to trust; otherwise, the data quality will only remain a technical implementation. 👉 WATCH the interview here: https://hubs.ly/Q02x3HWD0 You can also find this episode on our podcast page! 🎧 LISTEN here - https://hubs.ly/Q02x3LzY0 #Leadership #DataManagement #ThoughtLeadership #DigitalTransformation Did you find this post relevant? Like it, share your views with the interviewee, and tag others who can benefit from it in the comments.👍🗨️

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Discover how HST Data Stream's latest enhancement can transform your ASC’s data management 👀 HST Data Stream now has a direct BI tool connection feature, allowing seamless data integration without the need for a data lake or data warehouse. Learn how to connect your HST product data directly from your BI tool to your S3 bucket and streamline your decision-making process 🚀

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Another year, another one-day, high-intensity Product Marketing Certification and training with Product Marketing Alliance on December 3, 2024, in Toronto! 💪 The best part? No fluff—just actionable, real-world insights you can apply immediately, while learning alongside a private cohort of peers in the heart of Toronto. It's now only a few months away, so be sure to sign up in the thread below. 👇 #productmarketing

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Remember the time when you had to prove your point in a debate competition, and you needed solid evidence to back up your arguments? In the business world, proving ROI for your initiatives is no different! 🎯 Top revenue enablement leaders know the importance of showcasing concrete results to justify investments and drive growth. Check out this insightful blog by Mindtickle to learn how you can effectively demonstrate ROI and elevate your sales strategies. 🌟 Read more: https://lnkd.in/gCWW9d9d #SalesEnablement #ROI #BusinessGrowth #Mindtickle

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