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Wat een wandeling vaak blootlegt wat een vergaderruimte niet laat zien. Vorige week liep ik met een cliënt door de natuur. Het regende. Niet een beetje, maar gewoon typisch Nederlands weer. Dus daar liepen we. Met een paraplu, een waterdichte jas, bergschoenen en modder onder onze schoenen. En toch gingen we. Tijdens de wandeling hadden we het over een situatie waar deze cliënt al maanden mee worstelde. Aan tafel waren daar al vaker gesprekken over gevoerd. Goede gesprekken ook. Maar buiten gebeurde iets anders. Er stond een stevige windkracht 6 en al banjerend liepen we ertegenin. Op een gegeven moment bleef hij staan. Ik vroeg hem wat er gebeurde. Hij richtte zich op, keek voor zich uit en zei: “Eigenlijk voelt de manier waarop ik werk precies zo als net. Ik blijf duwen en trekken, vechten voor elke centimeter, maar alles kost energie.” Daar, tegen de wind in, en hij zo zijn best deed om vooruit te komen, werd het ineens zichtbaar. Geen theorie. Geen model. Alleen een ervaring die alles samenvatte. Dat moment ontstond niet omdat mijn vraag zo bijzonder was. Het ontstond omdat de omgeving ineens meedeed. De natuur levert soms metaforen aan waar wij zelf niet op waren gekomen. Ondertussen gebeurt er nog iets. Mensen komen letterlijk in beweging. Niet om te presteren en niet omdat er een bepaald tempo gehaald moet worden. Gewoon bewegen zonder prestatiedruk. De zintuigen gaan als vanzelf een grotere rol spelen. Mensen kijken om zich heen, horen vogels, voelen de wind en ruiken de geur van vers gemaaid gras. Ja, soms leidt de natuur af. En dat is prima. Wat ik vooral zie, is dat mensen weer meer in hun lijf komen en minder in hun hoofd zitten. Het gepieker en denken in cirkeltjes maken plaats voor voelen en ervaren. De natuur draagt daar op een heel natuurlijke manier aan bij. Geen zweverig gedoe. Wel inzichten waar mensen soms al weken of maanden naar op zoek waren. Want een inzicht dat je zelf daadwerkelijk ‘ervaart’, beklijft vaak beter dan een goed advies. Dat is waarom wij zo graag buiten coachen. Niet omdat een vergaderruimte verkeerd is. Maar omdat de natuur soms helpt woorden te geven aan wat eerder nog niet lukte. Misschien ontstaan de mooiste inzichten wel op momenten waarop we even minder analyseren en juist meer ervaren.

Je hoort niet altijd wat iemand zegt. Je hoort vaak wat jij dénkt dat iemand bedoelt. We denken vaak dat we elkaar begrijpen. Iemand vertelt iets. De ander luistert. En toch ontstaan juist daar regelmatig misverstanden. Niet omdat iemand niet goed luistert, maar omdat we woorden vaak aanvullen met ons eigen verhaal. Daardoor reageren we soms niet op wat de ander zegt, maar op de betekenis die we er zelf aan geven. Juist daarom stel ik tijdens een coachgesprek regelmatig een simpele vraag: "Hoe bedoel je dit?" Opvallend vaak blijkt de ander iets heel anders te bedoelen. Niet omdat iemand zich eerder onduidelijk heeft uitgedrukt, maar omdat er ruimte ontstaat om beter te verwoorden wat er eigenlijk bedoeld wordt. En soms blijkt de ander iets heel anders te hebben gehoord. En daarmee verdwijnt de spanning in een gesprek regelmatig vanzelf. Niet omdat iemand verandert, maar omdat er weer nieuwsgierigheid ontstaat. Misschien begint écht luisteren wel met één simpele vraag: "Hoe bedoel je dit?"

Ask a foreign investor what worries them most about Germany. You might expect the answer to be taxes. It usually isn’t. What I hear much more often is one word: Over-regulation. And I understand why. Take the Heating Act. The rules have changed several times within a relatively short period. At the same time, CO₂ requirements are becoming more complex and demanding. For investors and businesses, this creates something that is often more damaging than a high tax rate: uncertainty. Nobody likes making a long-term investment when they don't know what the rules will look like in two or three years. But here is where I think Germany gets an unfair reputation. Because while the regulatory environment can be frustrating, the German tax system has a quality that foreign investors often underestimate: predictability. Tax authorities apply the rules. Courts review their decisions. And, yes, getting a final answer can sometimes take time. But there is a process. There are rules. There is a legal framework. And, ultimately, there is a decision you can rely on. That may sound boring. It isn't. For an investor putting millions into a country, knowing where you stand can be worth far more than a headline tax rate. In some countries, challenging a tax assessment can turn into a battle that drags on for years, with no clear end in sight. Germany can be slow. Germany can be bureaucratic. Germany can certainly be over-regulated. But when it comes to taxation, that same system can provide something investors desperately need: certainty. So perhaps we should stop asking whether Germany is a high-tax country. The more interesting question is whether Germany is a predictable country to invest in. My answer is: When it comes to tax, surprisingly often, yes. The real challenge is navigating the regulatory environment. And that is precisely where the right structure — and the right advisor — can make all the difference.

One of the best indicators that you’re ready to automate a process? You can explain it clearly. Step-by-step. If you can’t articulate the process, then it isn't ready for automation. It is something you can overcome, though! Pull in your team. Map it out. Use a whiteboard, Lucid Software, or Miro . Automation only works when a clear process comes first. Micah Johnson and I talk through why this matters on our Automate Your Agency episode: Find out what AI and Agents can't fix! Link to the episode on Apple and Spotify in the comments.

An AI agent can’t fix a broken workflow. If your process isn’t clearly mapped, defined, or consistent, the agent will just mirror the chaos. The real work is designing how your business executes. That’s your secret sauce, your differentiator. Agents can eliminate repetitive tasks, but they can’t replace your responsibility to think strategically about how the work gets done. Don’t skip that part. It’s where your value lives. Micah Johnson and I talk through why this matters on our Automate Your Agency episode: Find out what AI and Agents can’t fix! Link to the episode on Apple and Spotify in the comments.

Through Billing Excellence, we recently helped a supplier prevent £25m in unbilled revenue and reduce operating costs by £12m, lifting them into top-quartile billing performance. With Ofgem unveiling plans for an overhaul of customer service standards, and uncertainty still looming over potential back bill changes, strengthening billing capability is a key area where suppliers can get ahead of increased scrutiny. In our article below, we outline practical ways to assess your current approach, with proactive actions to boost performance, protect margins, and strengthen customer confidence. If you’d like to understand where the opportunities lie in your organisation, drop me a message. Read the full article here: https://bit.ly/49ihUZc #BillingExcellence #Utilities #Energy #ConsumerConfidence

If aborted metering jobs are increasing, process change alone won’t solve it. Real improvement usually comes from the people leading your field teams every day. When frontline leaders have the right skills, tools, and confidence, the impact is clear: ⬆️ More jobs completed first time ⬆️ More appointments attended ⬆️ Higher customer satisfaction KPI issues are often treated as operational problems, but the real gap is usually leadership capability. Strong field leaders set clear expectations, hold consistent standards, and build accountability across teams and partners. Our recent article explores practical ways to assess and develop field leaders, and how to build a ‘one team’ culture across blended workforces. Read more: https://bit.ly/4oukBfh #Leadership #FieldPerformance #Metering #Utilities #Energy

Getting called a “boomer” over a ROPA was not on my bingo card this week. But honestly… Marianne had a point. 😅 The old way of managing a ROPA is basically: Excel sheets, endless tabs, manual updates, version chaos, chasing business teams, rewriting the same things over and over again. And that’s just to maintain it. The crazy part is that most compliance work today is still work around the work: Updating fields. Copying information. Keeping records alive. Fixing outdated entries after something has already changed months ago. So we asked ourselves: What if AI just did all of that for you? Drop in an old Excel ROPA. AI agents enrich it. Vendors get recognised. Processes get linked. Fields update dynamically. Missing information gets surfaced. Tasks get triggered. Everything starts moving in minutes instead of weeks. Not because compliance professionals should do less thinking. But because I think they should spend less time maintaining systems and more time applying expertise. That’s the shift AI creates when it’s built specifically for Data Protection. (And yes… apparently knowing Excel shortcuts now qualifies you as a boomer.)

I'm a Privacy Officer. And occasionallyI used to procrastinate on my own work. DPIAs. Vendor reviews. Compliance tasks I knew inside out. It wasn't about difficulty. I just... sometimes didn't want to start. Some days I'd find every reason not to open the file. I've been sitting with that for a while... You're supposed to love what you do, right? What I've realised is that I do love the work. I just sometimes didn’t want to start. That's changed now. I work differently, in a way that actually fits how my brain operates. And now… I find myself wanting to get started 😍

No dia 𝟐𝟐 𝐝𝐞 𝐨𝐮𝐭𝐮𝐛𝐫𝐨, 𝐚̀𝐬 𝟏𝟎𝐡, o Ayres Westin Advogados realizará um 𝐰𝐞𝐛𝐢𝐧𝐚𝐫 focado nas principais transformações da 𝐑𝐞𝐟𝐨𝐫𝐦𝐚 𝐓𝐫𝐢𝐛𝐮𝐭𝐚́𝐫𝐢𝐚 (EC nº 132/2023 e LC nº 214/2025) e seus impactos específicos sobre o 𝐒𝐞𝐭𝐨𝐫 𝐄𝐥𝐞́𝐭𝐫𝐢𝐜𝐨. Enrique de Castro Loureiro Pinto irá analisar a substituição dos tributos atuais (ISSQN, ICMS, IPI, PIS e COFINS) pela CBS, IBS e IS. O setor elétrico, com sua alta complexidade regulatória, enfrenta desafios únicos com a Reforma. Este é um momento importante para o planejamento estratégico e a conformidade fiscal. Inscrições: https://lnkd.in/dCJxpENp #ReformaTributária #SetorElétrico #DireitoTributário #Webinar #AyresWestinAdvogados

End-of-year audit, in 7 steps: 1. Ask for the final trial balance. 2. Get told “it’s in the email.” 3. Find 12 email threads. 4. None have the final trial balance. 5. Receive a USB stick in the mail. 6. The final trial balance is in PDF instead of XLS. 7. Call the client at 8pm the night before the deadline. Exaggerated? A bit. Yet, we hear versions of this all the time from teams before they switch to Auditi. Lost files. Endless back-and-forth. Messy shared drives. Your auditors weren’t hired to chase documents - they were hired to audit. That’s why we built Auditi: One secure, centralized hub for every PBC doc. So your audit team can actually audit. Want to see how it works? Book a 15-min demo with our team: https://lnkd.in/ePXmMFcK

No dia 22 de outubro, às 10h, convido todos a participarem de um webinar focado nas principais mudanças da Reforma Tributária (EC nº 132/2023 e LC nº 214/2025) e seus impactos específicos sobre o Setor Elétrico. Enrique de Castro Loureiro Pinto, do Ayres Westin Advogados, analisará a substituição dos tributos atuais (ISSQN, ICMS, IPI, PIS e COFINS) pela CBS, IBS e IS. A complexidade regulatória do Setor Elétrico exige o domínio das novas regras fiscais, sendo este um momento relevante para o planejamento estratégico e a conformidade Inscrições: https://lnkd.in/du55tSVp

Restoration leaders rely on numbers, but are your margins giving you the full picture? Leveraging software like QuickBooks job costing often means manual work and misleading results. Watch the short video to see how Baker Tilly US's DASH Integration delivers real-time visibility and confidence in your data. Drew Kangieser Nick Watkins Cory McKendree #HomeRestoration #Sage #BakerTilly #Cotality #DASH

Hey auditors.... the good news is, AuditBot is really good. The bad news it, you may not be using it yet. Not only does it more than half the time taken on transaction testing, it also: ✅ Boosts workflow efficiency ✅ Helps eliminate bias ✅ Standardises outputs with automated working papers ✅ Gives guardrails to less experienced staff. In addition, saving chargeable time allows time to be applied elsewhere to generate further revenue and help your audit firm grow. Oh, and the bigger the sample, the more extraordinary the results. Let me know if you'd like to hear more.

Watch this 90 second video to see how AuditBot does the manual work, so you can concentrate on the smart stuff.

Acabamos de concluir um projeto que escancarou um dos maiores riscos das empresas familiares: a dependência de uma única pessoa. Uma empresa do agronegócio perdeu repentinamente o sócio que centralizava toda a operação, fazendas, administrativo, compras, pessoas, tecnologia. O resultado foi o caos: ninguém sabia onde estavam os contratos, quem eram os fornecedores ou como administrar um orçamento de R$ 40 milhões por safra. Nossa missão foi clara: descentralizar, profissionalizar e implementar governança real. Mapeamos funções críticas, redesenhamos fluxos, contratamos gestores e criamos indicadores de performance eficientes. Em 12 meses, a empresa se tornou mais forte, transparente e resiliente. Mas isso tudo poderia ter sido evitado com um planejamento sucessório bem estruturado. A maioria das empresas familiares comete o mesmo erro: concentrar poder e conhecimento sem construir uma estrutura que sustente o negócio independente de quem está no comando. Sua governança está pronta para uma sucessão inesperada? Se a resposta for “Não”, converse com a Auddas: https://lnkd.in/d7My4AcT

Em empresas de serviço e tecnologia, dimensionar o time pro ano não é achismo, é cálculo. Quando você projeta o orçamento, precisa entender quantas horas úteis por colaborador realmente estão disponíveis pra entregar o serviço ao cliente. Sem isso, o risco é vender capacidade que você não tem, e comprometer a qualidade, o prazo e o resultado. Quer ajustar a capacidade do seu time com precisão? Fale com a Auddas: https://lnkd.in/dr7cV9MY

Da quando ero bambino sono sempre stato insofferente alle regole, soprattutto quando non le capisco o non le condivido. La mia reazione naturale era ribellarmi, ma mia mamma e mio papà mi hanno insegnato che se qualcuno ti ha incastrato, dimenarti non ti libera, ti stringe il nodo. E se è stato bravo abbastanza da incastrarti, pensi davvero che ti lascerà spazio per divincolarti? L'unica uscita è imparare il nodo meglio di chi l'ha fatto. Le regole del diritto a volte sono difficili da comprendere, nella loro logica e nella loro ratio. Questo crea frustrazione e ingiustizia, e si tende a dare la colpa alla politica, alla sua scarsa capacità di armonizzare il sistema. Caratterialmente ho sempre vissuto male questa cosa, e ho sempre pensato che servisse impegno politico per risolvere il problema. Tuttavia un sistema che dà voce a tutti, per sua natura, accumula. Ogni interesse legittimo lascia un segno nelle regole, e la somma diventa qualcosa che nessuno riesce più a leggere per intero. Quella complessità, in buona parte, è il prezzo che paghiamo per la democrazia, e nessuna riforma la cancellerà. Così ho seguito la lezione dei miei genitori e ho cambiato la domanda. Se il sistema è complesso per costituzione e questo non cambierà, forse esiste un modo per navigarlo? In fondo, sotto la superficie intricata, il diritto una struttura ce l'ha: ogni norma poggia su quella sopra di sé, fino alla cima, in un'architettura che si può ricostruire pezzo per pezzo. E ciò che ha una struttura si può navigare, in modo rigoroso e verificabile, con ogni risposta riconducibile alla sua fonte. È quello che in Aptus.AI costruiamo da anni, e oggi con Next-OS compiamo un salto in quella direzione, aprendolo a chi con il diritto ci lavora. Next-OS parte dalla ricerca giuridica, dove ogni risposta resta ancorata alla fonte, ma è il punto di ingresso, non il confine. Intorno alla fonte, normativa o giurisprudenziale, fa il resto: orchestra gli strumenti che già usi, collega i pezzi della tua pratica ragionando sul contesto invece che su documenti sparsi, e ti avvisa quando una regola che ti riguarda cambia. Non è un assistente in più. È parte del tuo lavoro, quello che trasforma il tuo studio o la tua funzione legale o di compliance in qualcosa di AI-native, dove l'intelligenza artificiale non è un'app da aprire con distacco, ma il modo stesso in cui il tuo lavoro scorre. Cosa significhi, dipende da dove parti. Next-OS è il partner per l'avvocato che lavora da solo e non ha una struttura dietro a fargli da filtro. Per l'in-house counsel che deve dare al business risposte certe in tempi che non perdonano. Per lo studio che segue operazioni complesse, dove l'errore non è contemplato. Per chi lavora in compliance e sa che il rischio non perdona le sviste. Lo stato di diritto regge sul lavoro di chi lo pratica. Noi abbattiamo ciò che ti rallenta. Next-OS da oggi è online. Se il diritto è il tuo mestiere, provalo: https://lnkd.in/djaz_a-A #LawBeyondComplexity

𝗦𝗼𝗺𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝘀 𝗶𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗿𝗶𝗺𝗲 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗮𝗿𝗲 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄. Recent advances in AI are creating new opportunities to help compliance teams work more efficiently by accelerating some of the most time-intensive aspects of an investigation, from information gathering and research to case documentation. Human analysts remain at the centre of every disposition decision, applying the expertise and judgment that effective compliance programs depend on. The result is greater capacity, stronger consistency, and more time focused on high-value investigative work. Having spent my career helping financial institutions navigate complex financial crime challenges, I believe AI represents one of the most significant opportunities we've seen to enhance the effectiveness of compliance programs while preserving human oversight. In this short video introducing 𝗔𝗻𝗸𝘂𝗿𝗮 𝗔𝗜 𝗔𝗻𝗮𝗹𝘆𝘀𝘁, I share my perspective on how AI is reshaping financial crime compliance and why I believe the institutions that thoughtfully combine technology with human expertise will be best positioned for the future. #AML #FinancialCrime #FinCrime #RegTech #FinancialServices #ArtificialIntelligence #TransactionMonitoring #Sanctions #Screening #AdverseMedia

Grande parte das discussões sobre a reforma tributária tem se concentrado, com razão, nos efeitos futuros da CBS e do IBS sobre carga tributária, formação de preços e reorganização das cadeias operacionais. Mas há uma outra frente que começa a ganhar contornos mais imediatos: o destino econômico dos incentivos fiscais de ICMS ao longo da transição. A regulamentação editada pela Receita Federal sobre a habilitação dos titulares de benefícios onerosos reforça justamente isso. O tema deixou de ser apenas uma preocupação de longo prazo e passou a exigir preparação concreta desde já. O ponto é simples: não basta afirmar que a empresa possui um incentivo estadual. Será necessário examinar, com mais profundidade, a natureza do benefício, o ato concessivo, as contrapartidas assumidas, o prazo de fruição, o histórico de cumprimento das condições e, sobretudo, a capacidade de demonstrar a repercussão econômica desse incentivo na operação. Para empresas que operam com regimes relevantes de ICMS, especialmente créditos presumidos, diferimentos, financiamentos e programas vinculados a investimento ou expansão, a pergunta passa a ser outra: O incentivo hoje usufruído está suficientemente estruturado para sustentar, amanhã, um pedido de compensação? Essa é uma questão importante porque a transição da reforma não afeta apenas a tributação futura. Ela também pode comprometer a preservação da vantagem econômica associada a benefícios que hoje integram a lógica financeira do negócio. E a análise não tende a ser simples. Ela exige, de um lado, a leitura do programa estadual em si. De outro, a verificação da situação concreta da empresa beneficiária: como aderiu, o que cumpriu, o que documentou e o que efetivamente consegue comprovar. Por isso, o trabalho preparatório aqui vai muito além de acompanhar a regulamentação. Envolve mapear os incentivos efetivamente utilizados, revisar atos concessivos e renovações, identificar contrapartidas, reunir evidências de cumprimento, medir a repercussão econômica do benefício e, principalmente, antecipar fragilidades documentais ou jurídicas. Fonte: https://lnkd.in/exkBbfqM #AndréMenescalAdvogados #FundodeCompensação #ICMS #IBS #Transição

Quando planejei este anúncio, imaginei esperar pelo menos um mês, tempo para entender a dinâmica, conhecer as pessoas, me sentir em casa. Não precisei esperar. Com apenas 2 dias, ficou muito claro: o ambiente, o propósito e, principalmente, as pessoas com quem estou construindo isso. Quando eu e o André alinhamos minha entrada como sócia, eu sabia que o desafio era grande. Reforçar uma expansão e construir presença nacional exige estratégia, execução e as pessoas certas ao seu lado. O que eu não esperava era encontrar, tão rapidamente, um ambiente onde tudo isso já estava presente com generosidade, com clareza e com tanto propósito. É nesse contexto que anuncio: Sou sócia do André Menescal Advogados, com atuação em Direito Societário. Um escritório que já tem presença em Fortaleza, São Luís do Maranhão e São Paulo e que está crescendo com intenção. Estou muito feliz com o que encontrei aqui. E animada com o que vem pela frente.

If I were starting from scratch, here’s how I’d think about building financial leadership in a growing business. At first, you just need good bookkeeping. Then, you need accurate reporting and basic controls. Only then can you start leveraging deeper analysis and forward-looking strategy. The problem I see in SMB finance is twofold: CEOs wait too long to bring in true financial leadership. Controllers and accountants are expected to act like CFOs without the tools or training. Yet, everybody wants strategic insights—hiring models, cash runway, capital plans. So the finance team feels stretched and undervalued. The CEO fills the gap themselves, making million-dollar calls without the data to back them. And when things break, the blame lands on the finance staff, which is already stretched thin. I believe the solution is to bring in CFO support at the right time: When decisions are bigger than bookkeeping. When growth demands modeling, not just reporting. When you’re raising or deploying capital. That doesn’t always mean a full-time CFO. Fractional leaders can step in, elevate the finance function, and give CEOs the clarity they’ve been missing. Not sure what role to hire? Let’s talk. https://lnkd.in/gbabqp2t

Here’s a simple tool that can save you hours in diligence. ⏳ In almost every deal, the first step in financial due diligence is pulling together a request list. 📋 It is not glamorous, but it is the backbone of the process. So I put together a short starter version of my FDD checklist: 👉 If you are a buyer, it will help you know what to start asking for. 👉 If you are a seller, it will help you get organized before the questions even come. Either way, it saves time and puts you a step ahead. You can download the summarized version right here; no strings attached. 🎁 If you want the full expanded version, I’ll drop a link in the comments so you can grab it and be ready for whatever diligence throws your way. 🔍📂 Hopefully this makes your next deal a little smoother... and maybe saves you a few late nights in Excel. 😉💻 #MergersAndAcquisitions #FinancialDueDiligence #CFOInsights #BusinessGrowth #DealMaking #PrivateEquity

We wrote the rulebook on trust. Now we've built the AI around it. For 100 years, AAA® rules and procedures have set the standard for fair, trusted dispute resolution. That same legacy is now the foundation of our AI Arbitrator. We’ve engineered trust into its core with our human-in-the-loop framework. This means parties first validate the AI Arbitrator's understanding, and then an AAA arbitrator will validate, revise if needed, finalize and issue every AI-drafted award. It’s our century-deep commitment to fairness, enhanced by AI efficiency. See how the AI Arbitrator can transform the way you resolve disputes. Request a demo: https://lnkd.in/eb6MkZkE #disputeresolution #LegalAI #ADR #arbitration #legaltech