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Advisor Insights

Advisor Insights

By: OTC Markets Group
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About this listen

 Advisors play a key role helping companies navigate the public markets. The Advisor Insights podcast features conversations with members of our OTC Markets' Premium Provider Directory on the opportunities and challenges our issuer community often encounters.OTC Markets Group Economics
Episodes
  • B2i Technologies Inc.

    B2i Technologies Inc.
    Dec 10 2024

    Joe Dunlow, CEO of B2i Technologies Inc., joins us to discuss how his company of almost 25 years has grown and expanded in the website management space. B2i developed the first Software as a Service (SaaS) for IR which has now evolved into Data as a Service (DaaS) to simplify and streamline data captured on company websites. Tune in to learn more about leveraging these technologies!

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    14 mins
  • CohnReznick LLP

    CohnReznick LLP
    Nov 11 2024

    Kim Clark-Pakstys, Managing Director, CFO Advisory and Swami Venkat, CFO Advisory Services Practice Leader at CohnReznick LLP join us to discuss the evolving role of the CFO, who has transitioned from a traditional financial overseer to a key driver of strategy, innovation, and digital transformation. Kim and Swami also discuss how CFOs in companies of all sizes are now instrumental in aligning technology, data, and processes to meet business objectives.
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    21 mins
  • EGS Creative

    EGS Creative
    Oct 15 2024

    Martin Ryan, Founding Partner of EGS Creative, joins us to discuss how Emerging Growth Services has evolved into EGS Creative to fully encompass their expertise in all of the services that issuers expect from a fully-scaled agency. Tune in to learn more about all of the services that Martin and his team can provide!
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    20 mins

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