October 19, 2023

Episode 014:

Fun with Reports & Dashboards

In this episode, guest David Dal Pos, an expert in enterprise sustainability and Salesforce ecosystem, discusses the intricacies of finance, sustainability, and carbon footprint tracking. David explains the impacts of various regulations on companies and the environment, and offers insight into carbon offset strategies, the importance of dedicated sustainability teams, and the role of software solutions in managing carbon footprints.

Episode 014: From Regulations to Risk- A Deep Dive into Sustainability in Financial Services

by Banking On Disruption Podcast

Show Notes

Dive into the world of finance and sustainability with our latest podcast episode featuring the brilliant David Dal Pos! 💼🌍

From decoding complex regulations to understanding the intricacies of carbon footprint tracking, David expertly navigates us through these important topics. We explore the financial risks and opportunities associated with climate change, as well as practical solutions for businesses to reduce their carbon footprint.

Whether you’re interested in finance, sustainability, or the intersection of the two, this episode promises to be a treasure trove of knowledge!

After the interview in our Quick Takes Roundtable, we journey into the fascinating world of Conversational AI, dissecting Pi – an innovative iOS app that’s revolutionizing our interactions. From discussing its human-like qualities to its potential in providing personalized insights, we guarantee an eye-opening exploration.

We also dive deep into the world of educational requirements in the jobs market, discussing the financial implications of attending prestigious private schools, and sharing the trend of some employers moving away from degree requirements.

Links & Mentions

Guests

David Dal Pos

David Dal Pos

Salesforce Sustainability Expert

David has worked in and with the Financial Services industry for 27 years – in the industry directly, in consulting, and in product development for software companies. His focus over the last 20+ years has been on web-based technologies, particularly CRM SaaS platforms, but has also included niche applications for wealth and asset management, retail and commercial banking, insurance, credit card, payments, and human resources.

The last 10+ years has focused on the Salesforce ecosystem where Dave has over 25+ enterprise engagements under his belt, most recently with a Big 4 consultancy. By following industry and market trends, Dave has been able to develop, promote, and sell new products, solutions, and accelerators on the Salesforce platform including offerings that: optimize wealth advisors’ ability to manage their books of business, address fiduciary standards for retirement assets, improve intermediary wholesalers’ and institutional asset managers’ sales effectiveness, address European carbon emissions regulations, and elevate overall Salesforce adoption through gamification, microlearning, and change management strategies, among others.

Most recently Dave has implemented carbon accounting solutions for several public corporations to help them calculate their carbon footprint. He also serves on the board of directors for a non-profit focused on water conservation education to students in grades K-12 globally.

Full Transcript

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