One Vision

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A founder's quest to scale a SaaS solution for SMBs

Small businesses account for 99.9% of all U.S. firms. They employ almost half of America's private sector workforce and represent 43.5% of gross domestic product. By almost any measure, small businesses are a crucial part of our economy and workforce. Yet, they are hugely underserved by the financial services industry. In this episode of One Vision, Theo, Stephanie, and Amelia chat with Lori Shao, CEO of Finli, a certified B Corp digital back office platform for small businesses, on her journey to entrepreneurship, the challenges that SMBs face, and the role that community banks can play. “I know in my heart whom to build it for,” she told us. Tune in and get ready to be inspired.  Hosted on Acast. See acast.com/privacy for more information.

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  Inaction is not a strategy — wise words from a benevolent troublemaker

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  FinTech in a field of daffodils

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  From law school to boardroom: Millicent Tracey’s mission to change the sta…

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  Prepare for the unexpected

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  Credit unions and the heart and soul of Atlantic Canada

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  Our world is diverse. So should our voices.

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  Create your own narrative and embrace the uncharted waters of finance

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  Everything is embedded!

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  The year of personal finance resurgence

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  Fighting the good fight: Getting to a just economy

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  Aligning with the why — and making the world a better place

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  Demystifying the future of finance

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  Impact as a differentiator in the financial services industry

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  Making the leap: What drives us?

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  It’s more than just a destination conference for fintech enthusiasts

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  Bringing more people into the conversation with AI