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Aprio Ascend

Author: Aprio Ascend

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Aprio Ascend 


Where bold ideas meet smart growth 


Join Aprio as we explore what’s next in business, from AI breakthroughs and tax law shifts to cybersecurity, data-driven decision making, and more. Designed for business leaders and entrepreneurs, Aprio Ascend delivers sharp insights to help you lead, scale, and thrive. 


Hosted by Jordan Fladell, Aprio’s Managing Director of Technology Advisory Services - Partner and a seasoned business leader with over 30 years of experience helping companies grow smarter. Jordan’s unique blend of tech fluency and strategic business guidance makes him the perfect guide for today’s CEOs, CFOs, and entrepreneurs navigating the fast-changing business landscape. 

11 Episodes
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AI is moving fast—but simply adopting new tools isn’t enough to create a competitive advantage. In this episode of Aprio Ascend, Ali Coleman sits down with AI leaders Pat Morrell, Brant Casper and Chris Ramos to explore what it really takes to build an AI-native business. They discuss why successful AI adoption starts with workflows, where human judgment still matters, and how AI could reshape teams, pricing and the value businesses deliver to their clients.
What can business leaders learn from the mindset of an Olympic athlete? In this episode of Aprio Ascend, Aprio Chief People Officer Carolyn O’Boyle sits down with Olympian and keynote speaker Sarah Wells to explore the powerful parallels between elite sports and the workplace. Sarah shares lessons on resilience, preparing for moments that matter, navigating setbacks and separating your identity from your achievements. They discuss why hard work doesn’t always guarantee the outcome you hoped for—and how true excellence is often about who you become in pursuit of the goal.
In this episode of Aprio Ascend, host Jordan Fladell sits down with Simeon Wallis, CFA, Chief Investment Officer at Aprio Wealth Management, and David Siegel, CPA, Aprio's Technology Industry Leader, to unpack a capital markets story that doesn't quite add up. The first half of 2026 broke every venture record on the books, the IPO window has reopened, and M&A activity is at an all-time high, yet many founders say raising a Series A is harder than ever. Tune in for what's really driving the headline numbers, and what they mean for your cap table, your tax structure, and the decisions sitting on the CFO's desk right now. Subscribe to Aprio Ascend and listen to the episode here.
In this episode, we sit down with Sol Rashidi, the world's first Chief AI Officer, to explore her remarkable career journey and the lessons she's learned while helping organizations navigate the rapidly evolving world of artificial intelligence. As excitement around AI continues to grow, Sol shares a powerful perspective: the true superpower isn't outsourcing your thinking to AI—it's using AI to enhance your thinking. AI was designed to amplify human capabilities, not replace them. Tune in for an insightful conversation on leadership, innovation, and how to leverage AI as a tool that empowers people to do their best work.  
In this episode of Aprio Ascend, host Jordan Fladell sits down with Chris Ramos, Chief Strategy Officer and General Counsel at Laurel AI, and Allie Colman, Tax Partner and Northeast Technology Leader at Aprio, to discuss how professional services firms are rethinking time as a strategic asset rather than just an administrative task. The conversation explores the hidden costs of inaccurate time tracking, including lost revenue, compliance issues, and billing disputes, while highlighting how AI-powered tools help firms capture work activity more accurately and efficiently.
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