Operational insights for small-business operators, brokers, and lenders seeking clarity, automation, and scalable excellence. Inside: my key B2B Finance Expo takeaways, a deep dive into Framework Pillar 2: Progressive AI Implementation, and more.

Insights for small business leaders, brokers and lenders focused on clarity, automation, and operational excellence. Inside: my key Dreamforce 25 takeaway, a deep dive into Framework Pillar 1 — Foundational Enablers, and more.