• Guiding Businesses into the Digital Future: centrexIT

    eric-rockwellPhoto of Regents Bank President Sean PuckettThe show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as one of the top-100 fastest growing companies in San Diego. They have created the brands buildIT, manageIT, cloudIT, and growIT which are best-in-class technology solutions that are stable, scalable and secure.

    Mr. Rockwell is a graduate of the University of California San Diego where he received his undergraduate degree in Computer Science. He has extensive experience in transitioning medical practices to electronic health records with zero percent data loss.

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    Listen to a podcast of Sean Puckett and Eric Rockwell’s interview

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  • GOP Dan McAllister Criticizes DeMaio 401K Plan; One is Already in Place

    Listen to Podcast of the Show On January 29th, Richard and Joe interviewed Dan McAllister, San Diego County’s Treasurer. Maureen Cavanaugh from KPBS interviewed Dan McAllister on February 20th, and she explored some of the same controversial financial themes we did on our show. For the transcript of Ms. Cavanaugh’s interview, click here. We found this ...
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  • Make Sure Your Business is Braced for Success – Guest Rich Gaines

    Listen to Podcast of the Show Sponsor and tax attorney Rich Gaines discusses the 3 pillars of Family Wealth: business prosperity, mastery of self, and financial health. Making Sure Your Business is Braced for Success was the subject of his interactive and experiencial workshop. For more information on workshops, please visit www.FamilyLegacyLegal.com or call 760.931.9923. LISTEN TO PODCAST Listen ...
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  • UBS’s Andy Blocker Interviews with Richard Muscio on KFMB

    Listen to Podcast of the Show Richard interviewed Andy Blocker on Sunday, February 26th. Mr. Blocker is the Managing Director at UBS in its US Office of Public Policy. Blocker’s previous employer was the New York Stock Exchange (NYSE), where he was Vice President of Government Relations. Blocker has worked for Congressman Martin Frost (F-TX), the ...
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  • Greg Kyte Offers His Comedic Opinion to the CPA Horizons 2025 report

    Greg Kyte’s monthly look at the current issues and trends in the accounting profession pokes fun at the AICPA’s CPA Horizons 2025 report. Filmed live at the inaugural IC Opportunities event hosted by Jody Padar in Chicago.
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