Index

The following is an index to the Conversations with Kip Series.  Early blog entries contain only a link to the video.

Row Epi-sode Title Description YouTube URL LedgerLearning URL Intro Location Date recorded Date Released Video Length  Best of? Control Number
0 0 Conversations with Kip Series Preview Introduction to the series Conversations with Kip, discussing the idea behind the series, and the major topics it covers, including ledger processes, and the future of financial and business systems. Video: Conversations with Kip Series Preview About LedgerLearning Chicago O’Hare Terminal K May 16, 2017 May 22, 2017 2.78  Y E0
1 1 Unstructured Data and Business Events A description of quantitative financial data as opposed to unstructured data, and the implications on financial systems in the world.  Episode 1 of Conversations with Kip. Video: Unstructured Data and Business Events Unstructured Data and Business Events Hong Kong Hotel March 16, 2016 April 14, 2016 5.65 E1
2 2 Business Events and Measurement Measurement is a critical reason for quantitative data analysis.  Financial systems typically include transactions, business events, and balances.  Understanding them can change the kinds of systems we build.  Episode 2 of Conversations with Kip. Video: Business Events and Measurement Business Events and Measurement Sao Paulo Flight March 23, 2016 April 14, 2016 5.32 E2
3 3 Business Events and Transparency Transparency is critical to financial systems.  Understanding business events enhances transparency.  Episode 3 of Conversations with Kip. Video: Business Events and Transparency Business Events and Transparency Camping, Lake Ray Roberts, Texas March 18, 2016 April 14, 2016 6.25 E3
4 4 Posting Processes Posting is the process that enables measurement of business events.  This video describes the posting process. Episode 4 of Conversations with Kip. Video: Posting Processes Posting Processes Dallas Admiral’s Club March 28, 2016 April 14, 2016 7.97 E4
5 5 Timing of the Posting Process The timing of when the processes run defining many aspects to today’s structured quantitative systems.  This video explains how the timing of the posting processes affects these systems.  Episode 5 of Conversations with Kip. Video: Timing of the Posting Process Timing of the Posting Process London Marriott Maida Vale March 30, 2016 April 14, 2016 7.75 E5
6 6 Posting and Business Processes Discusses how the posting process is embedded in most business process systems in the world today, and the impact upon reconciliation processes.  Episode 6 of Conversations with Kip. Video: Posting and Business Processes Posting and Business Processes Santa Cruz Hilton April 5, 2016 April 14, 2016 5.58 E6
7 7 The Big Idea: Eliminate Posting Reviews most of the points in videos to this point, discussing briefly the history of bookkeeping, and William McCarthy’s idea that systems could do this all differently.  Highlights the problems with an alternative approach.  Episode 7 of Conversations with Kip. Video: The Big Idea: Eliminate Posting The Big Idea: Eliminate Posting Sao Paulo Hilton March 22, 2016 April 15, 2016 8.6  Y E7
8 8 The Daily Financial Cycle Walks through detailed slides shown but not explained in episode 5, describing the attributes for the General Ledger, the processes around its daily update, and the implication of other data supply chains that don’t reconcile with it.  Episode 8 of Conversations with Kip. Video: The Daily Financial Cycle The Daily Financial Cycle Dallas Home backyard April 15, 2016 April 25, 2016 10.52  Y E8
9 9 Data Supply Chains Defined Defines a Data Supply Chain, including Finance, Performance Management, Risk and Customer Analytics,  and briefly shows the impact of them on reporting quality.    Episode 9 of Conversations with Kip. Video: Data Supply Chains Defined Data Supply Chains Defined Dallas Home April 19, 2016 May 3, 2016 3.08  Y E9
10 10 The Why of Business Events Outlines the cost of ineffective financial and reporting systems, the costs of failures, and why understanding business event based reporting applications is important.  Episode 10 of Conversations with Kip. Video: The Why of Business Events The Why of Business Events Provo Utah, MSM April 23, 2016 May 9, 2016 3.33 E10
11 11 Data Warehouse vs. Finance System Describes the differences between a financial system and a data warehouse, and why even though the data warehouse often contains financial data, it does not reconcile with the financial system. Episode 11 of Conversations with Kip. Video: Data Warehouse vs. Finance System Data Warehouse vs. Finance System SLC Frontrunner Train April 4, 2016 May 17, 2016 3.72  Y E11
12 12 ERP Posting Processes Discusses the pervasiveness of posting processes even in ERP systems, but also highlights the reconciliation impact for all the business processes.  Episode 12 of Conversations with Kip. Video: ERP Posting Processes ERP Posting Processes Dallas Ward Building April 20, 2016 May 23, 2016 3.08 E12
13 13 Introduction to a Metric Engine Introduces the idea of what a Metric Engine would be, contrasted with a search engine, the performs the functions of a data supply chain, producing metrics that measure our world from business events in a flexible, simple way.  Episode 13 of Conversations with Kip. Video: Introduction to a Metric Engine Introduction to a Metric Engine Toronto Renaissance Hotel April 27, 2016 May 31, 2016 4.23 E14
14 14 Metric Engine and the Chart of Accounts Describes a key data concept in structured, quantitative reporting: the attributes assigned for the primary posting key.  Notes the importance for an enterprise view including non-finance data supply chains.  Episode 14 of Conversations with Kip. Video: Metric Engine and the Chart of Accounts Metric Engine and the Chart of Accounts Toronto Rogers Center April 28, 2016 June 6, 2016 4.33 E16
15 15 Metric Engine and the Reporting Cow Path Points out how reporting often develops like a cow path: a course set initially that can never be changed.  Challenges to think of how we might make report processes more flexible and nimble.  Episode 15 of Conversations with Kip. Video: Metric Engine and the Reporting Cow Path Metric Engine and Cow Path of Reporting Pittsburgh Airport May 2 2016 June 13, 2016 3.65 E17
16 16 Metric Engine and Step-ups Describes a particular kind of balance called a step-up, that allows for use in reporting, without being tied to a specific report.  Episode 16 of Conversations with Kip. Video: Metric Engine and Step-ups Metric Engine and Step-ups NYC LGA D Term Admiral’s Club May 2 2016 June 18, 2016 4.15 E18
17 17 The Power of Step-ups Describes how step-ups can be very powerful in building a true metric engine; without being tied to specific reports or even to finance functions.  Can be used for any posted balance desired.  Episode 17 of Conversations with Kip. Video: The Power of Step-ups The Power of Step-ups NYC Taxi May 2 2016 June 27, 2016 1.97  Y E19
18 18 Metric Engine and Joins Describes what is meant by a join process; helping to describe one of the more costly processes a metric engine would need to perform to be realized.  Episode 18 of Conversations with Kip. Video: Metric Engine and Joins Metric Engine and Joins NYC Time Square Hampton Hotel Room May 2 2016 July 4, 2016 3.25 E21
19 19 Metric Engine and Normalization Describes data normalization, a data modeling concepts, as it applies to financial systems including business events, transactions, and balances.  Episode 19 of Conversations with Kip. Video: Metric Engine and Normalization Metric Engine and Normalization Westcheter Marriott Hotel May 4, 2016 July 11, 2016 4.13 E22
20 20 Metric Engine and a Detailed Identifier Describes what might be called an “Arrangement ID”, a key Chart of Balances (or Chart of Account in finance) concept that tracks customer or vendor level balances in the ledger, thus enabling a Metric Engine.  Episode 20 of Conversations with Kip. Video: Metric Engine and a Detailed Identifier Metric Engine and a Detailed Identifier Disney’s Willow Lake May 9, 2016 July 18, 2016 6.35 E26
21 21 Metric Engine, Interim Reporting and Temporal Events Discusses an exception to the general rule of balances vs. transactions; intra-period posting processes can accumulate new transactions against the prior posted balance to make a temporary balance for reporting and analysis.  Episode 21 of Conversations with Kip. Video: Metric Engine, Interim Reporting and Temporal Events Metric Engine, Interim Reporting and Temporal Events DFW Flight to Toronto, Train to Toronto April 27, 2016 July 25, 2016 3.73 E13
22 22 Metric Engine and Master File Update Simple technical explanation of what a master file update program looks like, applying transactions to balances periodically, a portion of what a Metric Engine has to do.  Episode 22 of Conversations with Kip. Video: Metric Engine and Master File Update  Metric Engine and Master File Update  Paddington Station, London, UK May 24, 2016 August 1, 2016 4.12  Y E35
23 23 Metric Engine and Report Production Discusses the reporting processes that typically follow the Master File Update, including the steps needed to produce reports.  Episode 23 of Conversations with Kip. Video: Metric Engine and Report Production Metric Engine Report Production London Chaulk Farm Bus May 24, 2016 August 8, 2016 5.2 E36
24 24 Metric Engine and Report Program Steps A simple review of the reporting steps outlined in the prior episode, including selection, sorting, column filtering, calculation, etc.  Episode 24 of Conversations with Kip. Video: Metric Engine and Report Program Steps Metric Engine and Report Program Steps Marylebone Station, London May 24, 2016 August 15, 2016 2.23 E37
25 25 Metric Engine and Report Process Timing More detail on reporting processes including describing the alignment of the master file to the report or reports, and the impact upon the daily financial cycle. Episode 25 of Conversations with Kip. Video: Metric Engine and Report Process Timing Metric Engine and Report Process Timing The Regent’s Park London, UK May 24, 2016 August 22, 2016 2.98 E38
26 26 Metric Engine Requirements Discusses the high standard required to make our quantitative systems more flexible, including levels of detail, timing involved, and potential impact. Episode 26 of Conversations with Kip. Video: Metric Engine Requirements Metric Engine Requirements The Regent’s Park London, UK May 24, 2016 August 29, 2016 3.75 E39
27 27 Metric Engine and Punch Cards (1 of 3) Introduces the next Episode of Conversation with Kip, a 1964 movie called “Once Upon A Punch Card.”  Episode 27 of Conversations with Kip. Video: Metric Engine and Punch Cards (1 of 3) Metric Engine and Punch Cards (1 of 3) IBM 1964-1997 Corp Headquarters May 5, 2016 September 5, 2016 2.8 E23
28 28 Once Upon A Punch Card: The Original Metric Engine (2 of 3) A special episode of Conversations with Kip, used by permission of IBM, this is a 1964 movie about the early days of data processing and posting processes called “Once Upon A Punch Card.”  Episode 28 of Conversations with Kip. Video: Once Upon A Punch Card: The Original Metric Engine (2 of 3) Once Upon A Punch Card: The Original Metric Engine (2 of 3) IBM Corp 1964 Movie May 17, 1905 September 5, 2016 9 E24
29 29 Reflections on the Original Metric Engine (3 of 3) This episode reviews key concepts from Episode 28, “Once Upon A Punch Card,” pointing out the processes still used in quantitative systems today.  Episode 29 of Conversations with Kip. Video: Reflections on the Original Metric Engine (3 of 3) Reflections on the Original Metric Engine (3 of 3) IBM 1964-1997 Corp Headquarters May 5, 2016 September 5, 2016 5.93  y E25
30 30 A 9-11 Tribute A special episode of Conversations with Kip, reflecting upon the impact and importance of mentors in our work lives.  Episode 30 of Conversations with Kip. Video: A 9-11 Tribute A 9-11 Tribute 9-11 Memorial, NYC, NY September 8, 2016 September 11, 2016 3.42 E95
31 31 A Conversation with Richard K. Roth A conversation with Richard K. Roth, retired Price Waterhouse, PricewaterhouseCoopers, and IBM Partner, and expert in financial systems.  Episode 31  of Conversations with Kip. Video: A Conversation with Richard K. Roth A Conversation with Richard K. Roth Near San Antonio, Texas May 13, 2016 September 19, 2016 18.83  Y E34
32 32 Impediments to a Metric Engine Discusses why more flexible reporting engines, particularly around quantitative data, have not been constructed and implemented more widely.  Episode 32 of Conversations with Kip. Video: Impediments to a Metric Engine Impediments to a Metric Engine St. Mary’s Hospital and Praed St. London, UK May 24, 2016 September 26, 2016 2.62 E40
33 33 Impediments to a Metric Engine Continued Continues discussion of why more flexible reporting engines, particularly around quantitative data, have not been constructed and implemented more widely.  Episode 33 of Conversations with Kip. Video: Impediments to a Metric Engine Continued Impediments to a Metric Engine Continued Paddington Hilton, London, UK May 24, 2016 October 3, 2016 5.07 E41
34 34 Data Supply Chains and Risk Data Requirements Described the intersection of Risk and Financial Data and the differences between them and the associated data supply chains.  Episode 34 of Conversations with Kip. Video: Data Supply Chains and Risk Data Requirements Data Supply Chains and Risk Data Requirements Disney Saratoga Springs Resort May 9, 2016 October 10, 2016 5.97  Y E27
35 35 Management Reporting and Customer Profitability, and Data Supply Chains Describes the intersection of Management Reporting or KPI data and Finance, focusing on the enablement of Customer Profitability that would come through a consolidated data supply chain.  Episode 35 of Conversations with Kip. Video: Management Reporting and Customer Profitability, and Data Supply Chains Management Reporting and Customer Profitability, and Data Supply Chains Disney Springs, Orlando Florida May 10, 2016 October 17, 2016 7.72 E28
36 36 Data Supply Chain Layers Discusses Business Event Capture, Post and Store, and Analyze and Report layers of a business system.  Episode 36 of Conversations with Kip. Video: Data Supply Chain Layers Data Supply Chain Layers SW Corner of Central Park May 27, 2016 October 24, 2016 3.87 E43
37 37 Temporal Events, Posting and Data Supply Chains Discusses temporal or time based business events, and their impact on a reporting system.  Episode 37 of Conversations with Kip. Video: Temporal Events, Posting and Data Supply Chains Temporal Events, Posting and Data Supply Chains SW Corner of Central Park May 27, 2016 October 31, 2016 5.53 E44
38 38 Details on Temporal Events in Data Supply Chains Additional details on temporal or time based business events, including for example currency revaluation processes. Episode 38 of Conversations with Kip. Video: Details on Temporal Events in Data Supply Chains Details on Temporal Events in Data Supply Chains Morumbi, Sao Paulo May 31, 2016 November 7, 2016 6.9 E48
39 39 Data Supply Chain Scope Defines a data supply chain scope, or how many reports and analyses can be produced from the data supply chain master file.  Episode 39 of Conversations with Kip. Video: Data Supply Chain Scope Data Supply Chain Scope Jabaquara, Sao Paulo June 1, 2016 November 14, 2016 3.88 E49
40 40 Data Supply Chain Lengths Data supply chain length is driven by the number of steps required to produce the required reports and analysis.  Episode 40 of Conversations with Kip. Video: Data Supply Chain Lengths Data Supply Chain Lengths Sao Paulo Bragaderio Area June 8, 2016 November 21, 2016 7.1 E52
41 41 Step-ups in a Data Supply Chain Outlines how step-ups can be used in a consolidated data supply chain to increase the potential scope of the required reports and analysis produced.  Episode 41 of Conversations with Kip. Video: Step-ups in a Data Supply Chain Step-ups in a Data Supply Chain Jabaquara, Sao Paulo June 8, 2016 November 28, 2016 4.93 E53
42 42 Block Chains and a Data Supply Chains Discusses how the objectives of a consolidated data supply chain the block chain or distributed ledger work towards many of the same objectives.  Episode xx of Conversations with Kip. Video: Block Chains and a Data Supply Chains  Block Chains and a Data Supply Chains  Tutoia, Sao Paulo June 1, 2016 December 5, 2016 4.03 E50
43 43 Data Aging: Hot Warm and Cold and Data Supply Chains Outlines how data aging must be used in a metric engine, to include data which can be updated frequently, data updated periodically, and data no longer updated.  Episode 43 of Conversations with Kip. Video: Data Aging: Hot Warm and Cold and Data Supply Chains Data Aging: Hot Warm and Cold and Data Supply Chains SW Corner of Central Park May 27, 2016 December 12, 2016 3.6 E45
44 44 Data Supply Chains: Cut-in or Add-on Ledgers Describes how at times new ledgers are added on to an existing data supply chain, or ledgers in the middle of a data supply chain are replaced.  Episode 44 of Conversations with Kip. Video: Data Supply Chains: Cut-in or Add-on Ledgers Data Supply Chains: Cut-in or Add-on Ledgers NYC JFK Terminal 8 June 6, 2016 December 19, 2016 5.77 E51
45 45 Data Discovery: The Requirements are in the Data Discusses what the phrase “The Requirements are in the data” means, and how it impacts reporting applications.  Episode 45 of Conversations with Kip. Video: Data Discovery: The Requirements are in the Data Data Discovery: The Requirements are in the Data Lincoln Center NYC May 27, 2016 December 26, 2016 3.8 E46
46 46 A Conversation with Jeff Wolfers A conversation with Jeff Wolfers, a senior executive in IT and financial services.  Episode 46 of Conversations with Kip. Video: A Conversation with Jeff Wolfers A Conversation with Jeff Wolfers Primerose Hill, London, UK June 16, 2016 January 2, 2017 10.27  Y E59
47 47 A Taxi Driver, Financial Services, and Financial Systems Makes the concepts of financial systems a bit more personal from a discussion with a taxi driver about his financial system, compared to the data systems used by taxi GPS systems.  Episode 47 of Conversations with Kip. Video: A Taxi Driver, Financial Services, and Financial Systems  A Taxi Driver, Financial Services, and Financial Systems  NY Central Park May 2, 2016 January 9, 2017 3.48 E20
48 48 Financial Services and Finance Systems History Gives a sense of the deep history of financial systems in financial services, including banking, insurance, and capital markets; how subledger proliferation began and its impact.  Episode 48 of Conversations with Kip. Video: Financial Services and Finance Systems History Financial Services and Finance Systems History Toronto IBM Office April 28, 2016 January 16, 2017 4.43 E15
49 49 Financial Services Subledgers and the Instrument Ledger Outlines how subledgers, particularly in financial services, have historically played a significant role in traditional data supply chains.  Episode 49 of Conversations with Kip. Video: Financial Services Subledgers and the Instrument Ledger Financial Services Subledgers and the Instrument Ledger NYC Time Square May 27, 2016 January 23, 2017 5.13 E42
50 50 Fintech and Data Supply Chains First in a series of five episodes describing Fintech and how an Instrument Ledger might enable the potential revolution of financial services systems.  Episode 50 of Conversations with Kip. Video: Fintech and Data Supply Chains Fintech and Data Supply Chains Waldorf Astoria Orlando May 10, 2016 January 30, 2017 5.27 E29
51 51 Fintech and Product Control Second in a series of five episodes describing Fintech and how an Instrument Ledger might enable product and financial control in financial services systems.  Episode 51 of Conversations with Kip. Video: Fintech and Product Control Fintech and Product Control Waldorf Astoria Orlando May 10, 2016 February 6, 2017 3.95 E30
52 52 Fintech and Personal Financial Management Third in a series of five episodes describing Fintech and how an Instrument Ledger might enable personal and business financial management.  Episode 52 of Conversations with Kip. Video: Fintech and Personal Financial Management Fintech and Personal Financial Management Waldorf Astoria Orlando May 10, 2016 February 13, 2017 2.7 E31
53 53 Fintech and True Community Banking Fourth in a series of five episodes describing Fintech and how an Instrument Ledger might enable renewed community or true social banking to become a reality.  Episode 53 of Conversations with Kip. Video: Fintech and True Community Banking Fintech and True Community Banking Waldorf Astoria Orlando May 10, 2016 February 20, 2017 4.25 E32
54 54 Fintech, Blockchain and the Instrument Ledger Last in a series of five episodes describing Fintech, blockchain or distributed ledgers, and the relationship to an Instrument Ledger.  Also points out the performance requirements required for blockchain to become useful.  Episode 54 of Conversations with Kip. Video: Fintech, Blockchain and the Instrument Ledger Fintech, Blockchain and the Instrument Ledger Waldorf Astoria Orlando May 10, 2016 February 27, 2017 3.93 E33
55 55 Consolidated Data Supply Chain Architecture Overview Overview of the Consolidated Data Supply Chain Reference Architecture.  Episode 55 of Conversations with Kip. Video: Consolidated Data Supply Chain Architecture Overview Consolidated Data Supply Chain Architecture Overview Canary Wharf, London, UK June 15, 2016 March 6, 2017 6.13  Y E54
56 56 Consolidated Data Supply Chain Interface Layer Architecture Discusses the Interface layer of the Consolidated Data Supply Chain Reference Architecture.  Episode 56 of Conversations with Kip. Video: Consolidated Data Supply Chain Interface Layer Architecture Consolidated Data Supply Chain Interface Layer Architecture Marriott Hotel Exec Lounge, Canary Wharf, London, UK June 16, 2016 March 13, 2017 6 E55
57 57 Consolidated Data Supply Chain Expense Sub-ledger Architecture Discusses the Expense Subledger layer of the Consolidated Data Supply Chain Reference Architecture.  Episode 57 of Conversations with Kip. Video: Consolidated Data Supply Chain Expense Sub-ledger Architecture Consolidated Data Supply Chain Expense Sub-ledger Architecture Canary Wharf Tube Station, London, UK June 16, 2016 March 20, 2017 4.4 E56
58 58 Consolidated Data Supply Chain General Ledger Architecture Focuses on the General Ledger of the Consolidated Data Supply Chain Reference Architecture.  Episode 58 of Conversations with Kip. Video: Consolidated Data Supply Chain General Ledger Architecture Consolidated Data Supply Chain General Ledger Architecture Canary Wharf Tube Station, London, UK June 16, 2016 March 27, 2017 4.62 E57
59 59 Consolidated Data Supply Chain Calc Engine Architecture Highlights the Calculation Engine area of the Consolidated Data Supply Chain Reference Architecture.  Episode 59 of Conversations with Kip. Video: Consolidated Data Supply Chain Calc Engine Architecture Consolidated Data Supply Chain Calc Engine Architecture Canary Wharf, London, UK June 16, 2016 April 3, 2017 3.98 E58
60 60 Consolidated Data Supply Chain Report Layer Architecture Focuses on the Reporting layer of the Consolidated Data Supply Chain Reference Architecture.  Episode 60 of Conversations with Kip. Video: Consolidated Data Supply Chain Report Layer Architecture Consolidated Data Supply Chain Report Layer Architecture E Train, NYC to Jamaica Station, NY June 30, 2016 April 10, 2017 4.55 E62
61 61 Consolidated Data Supply Chain Support Functions Architecture Discusses the Support Functions area of the Consolidated Data Supply Chain Reference Architecture.  Episode 61 of Conversations with Kip. Video: Consolidated Data Supply Chain Support Functions Architecture Consolidated Data Supply Chain Support Functions Architecture 51 Astor Place, NYC, NY June 29, 2016 April 17, 2017 7.48 E60
62 62 Consolidated Data Supply Chain Code Set Architecture Outlines code set considerations within the Consolidated Data Supply Chain Reference Architecture.  Episode 62 of Conversations with Kip. Video: Consolidated Data Supply Chain Code Set Architecture Consolidated Data Supply Chain Code Set Architecture Liberty, MO July 14, 2016 April 24, 2017 5.18 E71
63 63 The Making of a Conversation with Kip (One Year Anniversary) A bit of a tongue in cheek look at how I’ve made my videos on the one year annivesary of the series.  Episode 63 of Conversations with Kip. Video: The Making of a Conversation with Kip  The Making of a Conversation with Kip  Bryant Park, NYC, NY August 17, 2016 May 1, 2017 2.77 E84
64 64 A Conversation with Amit Trehan A conversation with Amit Trehan, a specialist in finance systems, instrument ledgers, and particularly reconciliation processes.  Episode 64 of Conversations with Kip. Video: A Conversation with Amit Trehan A Conversation with Amit Trehan 30th and 6th Ave. NYC, NY June 29, 2016 May 8, 2017 4.97  Y E61
65 65 Post Reductionism and Financial Services Discusses how organization of IT systems based upon historical perspectives may be impeding our ability to innovate new solutions in financial data and analytics.  Episode 65 of Conversations with Kip. Video: Post Reductionism and Financial Services Post Reductionism and Financial Services Times Square Hilton Room May 26, 2016 May 15, 2017 4.62 E47
66 66 Reclass Problems: Relcass Overview Overview and definition of what a Reclassification process is, and introduction to the following segments.  Episode 66 of Conversations with Kip. Video: Reclass Problems: Relcass Overview Reclass Problems: Relcass Overview Sid Richardson Scout Camp, Bridgeport, TX, Firepit July 5, 2016 May 22, 2017 5.77 E63
67 67 Reclass Problems: The Switch View Defines what a “Switch View” looks like from a reclass perspective, wherein data positions change as of a point in time.  Episode 67 of Conversations with Kip. Video: Reclass Problems: The Switch View Reclass Problems: The Switch View Sid Richardson Scout Camp, Bridgeport, TX, near firepit July 5, 2016 May 29, 2017 4.73 E64
68 68 Reclass Problems: The Recast View Defines what a “Recast View” looks like from a reclass perspective, wherein data is moved historically.  Episode 68 of Conversations with Kip. Video: Reclass Problems: The Recast View Reclass Problems: The Recast View Sid Richardson Scout Camp, Bridgeport, TX, on bike, at Buffalo July 5, 2016 June 5, 2017 4.2 E65
69 69 Reclass Problems: Reclass Effective Date Joins Shows how date effective joins can provide the ability to do both a switch and a reclass view of data.  Episode 69 of Conversations with Kip. Video: Reclass Problems: Reclass Effective Date Joins Reclass Problems: Reclass Effective Date Joins Sid Richardson Scout Camp, Bridgeport, TX, near Buffalo July 5, 2016 June 12, 2017 4.45 E66
70 70 Reclass Problems: Reclass View Defines what a “Reclass View” looks like from a reclass perspective, wherein new business events are generated based upon changes in reference data.  Episode 70 of Conversations with Kip. Video: Reclass Problems: Reclass View Reclass Problems: Reclass View Sid Richardson Scout Camp, Bridgeport, TX, Gilwell July 5, 2016 June 19, 2017 4.93 E67
71 71 Reclass Problems: Backdating and Reclass Gives a perspective on how complex problems become with the intersection of reclass and backdating processes.  Episode 71 of Conversations with Kip. Video: Reclass Problems: Backdating and Reclass Reclass Problems: Backdating and Reclass Sid Richardson Scout Camp, Bridgeport, TX, near Wichita July 6, 2016 June 26, 2017 4.9 E68
72 72 Reclass Problems: Normalization and Reclass Outlines how normalization of data can affect reclass processes.  Episode 72 of Conversations with Kip. Video: Reclass Problems: Normalization and Reclass Reclass Problems: Normalization and Reclass Sid Richardson Scout Camp, Bridgeport, TX, Marina July 6, 2016 July 3, 2017 4.93 E69
73 73 Reclass Problems: Artificial Intelligence and Reclass Hypothesizes that Artificial Intelligence may be needed to manage rules that affect reclass processes.  Episode 73 of Conversations with Kip. Video: Reclass Problems: Artificial Intelligence and Reclass Reclass Problems: Artificial Intelligence and Reclass Sid Richardson Scout Camp, Bridgeport, TX, Marina July 6, 2016 July 10, 2017 4.72 E70
74 74 A Conversation Maurico Magaldi Suguihura A conversation with Mauricio Magaldi Suguihura, an IBM consultant, about financial data, behavioral analytics, and IFRS 15 and the needs and uses of more detailed quantitative data.  Episode 74 of Conversations with Kip. Video: A Conversation Maurico Magaldi Suguihura A Conversation Maurico Magaldi Suguihura Morumbi, Sao Paulo July 26, 2016 July 17, 2017 8.33  Y E73
75 75 Blockchain, Journals and Posting Transactions have traditionally been recorded as journals in the General Journal, not the Ledger.  A true Ledger requires a posting process, something not considered in Bitcoin’s blockchain.   Episode 75 of Conversations with Kip. Video: Blockchain, Journals and Posting Blockchain, Journals and Posting DFW Hyatt Regency Lobby, Dallas Fort Worth Airport, TX September 13, 2016 July 24, 2017 2.22 E97
76 76 Blockchain, Monolithic Core Banking, and Finance and Risk Systems Questions if the core banking systems are really a barrier standing between blockchain disruption and the finance, risk and other systems, or will the impact go beyond those externally facing systems.   Episode 76 of Conversations with Kip. Video: Blockchain, Monolithic Core Banking, and Finance and Risk Systems Blockchain, Monolithic Core Banking, and Finance and Risk Systems DFW Hyatt Regency Balcony, Dallas Fort Worth Airport, TX September 14, 2016 August 3, 2017 2.43 E98
77 77 The Coming Social Commerce Platform Data Structures Discusses the fundamental data structures that likely will under gird the coming social banking/social commerce platform.  Episode 77 of Conversations with Kip. Video: The Coming Social Commerce Platform Data Structures The Coming Social Commerce Platform Data Structures Hong Kong Airport October 19, 2016 August 7, 2017 1.97 E116
78 78 Blockchain, Credibility and the Coming Social Banking Platform Outlines how credibility of data and social connections will be maintained in the coming social banking/commerce platform.  Episode xx of Conversations with Kip. Video: Blockchain, Credibility and the Coming Social Banking Platform Blockchain, Credibility and the Coming Social Banking Platform Las Vegas airport October 24, 2016 August 14, 2017 2.6 E117
79 79 Blockchain and the Social in the Coming Social Banking Platform This week’s episode contrasts what can be done in social media, with the lack of such abilities in today’s “social” banking ideas, particularly around our data, our desires to form connections and share, securely and in controlled ways, our data, with those who have need for it, achieving the blockchain goal of eliminating reconciliations through shared, distributed ledgers.  Episode 79 of Conversations with Kip. Video: Blockchain and the Social in the Coming Social Banking Platform Blockchain and the Social in the Coming Social Banking Platform Flower Mound, Texas October 27, 2016 August 21, 2017 2.72 E124
80 80 Blockchain, Commerce and the Coming Social Banking Platform Discusses commerce in coming Social Banking Platform, or perhaps what should be called the Social Commerce Platform.  The data processing needs at the bottom of both banking and commerce are in large measure performed by ledgers.  Blockchain, as a distributed ledger, could radically alter both these worlds through shared data and connections. Episode 80 of Conversations with Kip. Video: Blockchain, Commerce and the Coming Social Banking Platform Blockchain, Commerce and the Coming Social Banking Platform Las Vegas Mandala Bay Entrance October 24, 2016 August 28, 2017 2.98 E118
81 81 Financial Transactions and the Coming Social Commerce Platform Discusses that the coming social banking/commerce platform will first present balances, then allow for transactions.  Episode 81 of Conversations with Kip. Video: Financial Transactions and the Coming Social Commerce Platform Financial Transactions and the Coming Social Commerce Platform Las Vegas Downtown October 24, 2016 September 4, 2017 2.82 E119
82 82 Blockchain and the Next Generation ERP Systems This week’s episode of my vlog discusses how Blockchain functionality may help us envision what the next generation of ERP systems may look like.  Blockchain can be applied to any type of transaction data that is shared by multiple parties.  Many transactions today in ERP systems do not involve exchange of currency; they are steps preparing to exchange currency, like purchase orders, shipping bills of lading, receipts of good, etc.  The next generation ERP systems may allow us to share this data much more widely, thus eliminating the reconciliation that occurs when the values stored in multiple places must be reconciled if they differ in any respect.  This is episode 82 of Conversations with Kip. Video: Blockchain and the Next Generation ERP Systems Blockchain and the Next Generation ERP Systems Las Vegas Mountains October 25, 2016 September 11, 2017 3  Y E120
83 83 Analytics, Blockchain and the Coming Social Commerce Platform Shows that Blockchain does not solve posting problems, which are at the heart of analytical needs for the coming social banking/commerce platforms.  Episode 83 of Conversations with Kip. Video: Analytics, Blockchain and the Coming Social Commerce Platform Analytics, Blockchain and the Coming Social Commerce Platform Las Vegas Mountains October 25, 2016 September 18, 2017 2.92 E121
84 84 Blockchain, Metric Engines and the Coming Social Commerce Platform This episode explains how the earlier videos describing a metric engine will be needed in the coming social banking/commerce platforms.   Episode 84 of Conversations with Kip. Video: Blockchain, Metric Engines and the Coming Social Commerce Platform Blockchain, Metric Engines and the Coming Social Commerce Platform Las Vegas Mandala Bay Convention October 25, 2016 September 25, 2017 2.9 E122
85 85 Instrument ID and the Coming Social Commerce Platform Reviews the need for a detailed identifier on the Instrument Ledger, and how that could facilitate the data needs of the social banking/commerce platform of tomorrow.  Episode 85 of Conversations with Kip. Video: Instrument ID and the Coming Social Commerce Platform Instrument ID and the Coming Social Commerce Platform Dallas/Fort Worth Int’l Airport October 26, 2016 October 2, 2017 2.37 E123
86 NA Abridged Social Commerce Videos An abridgment of the social banking and social commerce platform videos, covering data structures, transactions, credibility, blockchain, a metric engine and instrument identifiers.  Episodes 77 through 85 of Conversations with Kip. Video: Abridged Social Commerce Videos Various October 24 – 27, 2016 October 2, 2017 10.73  Y E125
87 86 Introduction to IBM Historical Banking Movies Introduction to a series of videos taken from Historical IBM movies about banking and financial systems, starting in 1959.  Episode 86 of Conversations with Kip. Video: Introduction to IBM Historical Banking Movies Introduction to IBM Historical Banking Movies SFO Airport, Admiral’s Club, San Fransisco, CA September 19, 2016 October 9, 2017 2.82 E99
88 cont 1959 IBM Leadership and Cooperation for MICR Banking System Portions of the film highlights of the IBM Banking Preimere in Poughkeepsie, NY May 4-11, 1959, focusing on IBM’s leadership in developing systems capable of processing magnetic ink character recognition at it’s invention.  Copyright by IBM Corporation.  Posted by permission.   Second part of episode 86 of Conversations with Kip. Video: 1959 IBM Leadership and Cooperation for MICR Banking System May 4-11, 1959 October 9, 2017 4.3 E99a
89 cont 1959 IBM Historical Banking System Full Movie The full film highlights of the IBM Banking Preimere in Poughkeepsie, NY May 4-11, 1959, where IBM introduced the check processing system based upon magnetic ink character recognition (MICR).    Copyright by IBM Corporation.  Posted by permission. Video: 1959 IBM Historical Banking System Full Movie May 4-11, 1959 October 9, 2017 20.23 E99Full
90 87 Introduction to IBM Historical Banking Technical Videos Introduces this week’s historical video, and the following week’s, which are taken from IBM Archives about the early days of IBM Banking Solutions.  These videos are edited versions of the full length videos, also posted on this channel.  Episode 87 of Conversations with Kip. Video: Introduction to IBM Historical Banking Technical Videos  Introduction to IBM Historical Banking Technical Videos San Francisco Hilton, San Francisco, CA September 20, 2016 October 16, 2017 1.25 E100
91 cont 1959 IBM Historical Banking System Abridged Technical Portion Portions of the film highlights of the IBM Banking Premiere in Poughkeepsie, NY May 4-11, 1959, focusing on the check processing system.    Copyright by IBM Corporation.  Posted by permission. Second part to Episode 87 of Conversations with Kip. Video: 1959 IBM Historical Banking System Abridged Technical Portion May 4-11, 1959 October 16, 2017 9.48 E100a
92 88 Historical Reporting Processes Explores the current implication of the reporting processes shown in the IBM Historical Banking Movies.  It highlights how much of the reporting we need today was done in the early systems.  The principles behind reporting have not changed all that much in financial reporting.  This is Episode 88 of Conversations with Kip. Video: Historical Reporting Processes Historical Reporting Processes Powell Street and Bush Street, San Francisco, CA September 19, 2016 October 23, 2017 4.48 E104
93 cont 1961 IBM Historical MICR System Reporting Segments This is an abridgment of a 1961 IBM Historical MICR Banking System, those portions focused on reporting.  Notice all the reports (many of which are balances) produced from this system.  Modern need for reports is much higher than these.  Our systems produce all of these today.  Copyright by IBM Corporation.  Posted by permission.  Episode 88 of Conversations with Kip. Video: 1961 IBM Historical MICR System Reporting Segments 1961 October 23, 2017 4.82 E101a
94 cont 1961 IBM Historical MICR System Full Movie Full film of the IBM MICR Banking Solution 1961, focusing on the check processing system.    Copyright by IBM Corporation.  Posted by permission. Video: 1961 IBM Historical MICR System Full Movie 1961 October 23, 2017 18.75 E101full
95 89 Historical Data Capture Processes Explores the current implication of the data capture processes shown in the IBM Historical Banking Movies, including the 1977 IBM Historical Optical Character Recognition System.  Our systems today still copy and reformat data for every major data supply chain, similar to the concepts noted in the historical films.  Episode 89 of Conversations with Kip. Video: Historical Data Capture Processes Historical Data Capture Processes Powell Street and Bush Street, San Francisco, CA September 19, 2016 October 30, 2017 4.77 E107
96 cont 1977 IBM Historical Optical Character Recognition System Abridged Portion An edited version of an IBM banking solution prototyped with National Bank of Chicago, enhancing the MIRC process to detect the check amount in addition to the typical MICR data.  Copyright by IBM Corporation.  Posted by permission.   Episode xx of Conversations with Kip. Video: 1977 IBM Historical Optical Character Recognition System Abridged Portion 1977 October 30, 2017 5.97 E103a
97 cont 1977 IBM Historical Opitcal Character Recognition System Full Movie Full version of an IBM banking solution prototyped with National Bank of Chicago, enhancing the MIRC process to detect the check amount in addition to the typical MICR data.  Copyright by IBM Corporation.  Posted by permission. Video: 1977 IBM Historical Opitcal Character Recognition System Full Movie 1977 October 30, 2017 9.57 E103full
98 90 Historical Sorting Processes This week’s episode focuses on the portions of the IBM Historical Banking Movies that discuss sorting processes.  Sorting is still a very significant portion of structured data, ledger based processes.  Episode 90 of Conversations with Kip. Video: Historical Sorting Processes Historical Sorting Processes Powell Street and Bush Street, San Francisco, CA September 19, 2016 November 6, 2017 4.93 E105
99 91 Historical Posting Processes This episode explores the current implication of the posting processes shown in the IBM Historical Banking Movies.  Posting is the process of updating balances with current transactions.  This is Episode 91 of Conversations with Kip. Video: Historical Posting Processes Historical Posting Processes Powell Street and Bush Street, San Francisco, CA September 19, 2016 November 13, 2017 3.87 E106
100 92 Historical Financial System Controls Explores the current implication of the control and reconciliation processes shown in the IBM Historical Banking Movies.  Episode 92 of Conversations with Kip. Video: Historical Financial System Controls Historical Financial System Controls Berkley Marina, Berkley, CA September 21, 2016 November 27, 2017 2.63 E110
101 cont 1961 IBM Historical MICR System Abridged Technical Components Portion Technical component focused abridgement of the IBM Banking Solution film made in 1961.    Copyright by IBM Corporation.  Posted by permission.  Episode 92 of Conversations with Kip. Video: 1961 IBM Historical MICR System Abridged Technical Components Portion 1961 November 27, 2017 4.9 E102a
102 cont Historical Solution, Services and Ideas Processes Portions of the film of the IBM Banking Solution 1961, focusing on services, software, and the concept behind the products. Excerpts copyright by IBM Corporation.  Posted by permission.   Episode 92 of Conversations with Kip. Video: Historical Solution, Services and Ideas Processes 1961 November 27, 2017 4.08 E108
103 cont 1961 IBM Historical MICR System History of Banking A simple cartoon history of the history of banking, the first portion of the film of the IBM Banking Solution 1961, focusing on the check processing system.    Copyright by IBM Corporation.  Posted by permission. Episode 92 of Conversations with Kip. Video: 1961 IBM Historical MICR System History of Banking 1961 November 27, 2017 3.23 E109
104 93 Remembering Doug Kunkel December 5, 2017 marks the five year anniversary of the passing of my good mentor and friend, Doug Kunkel.  The Episode of Conversations with Kip, the 93, is in commemoration of him and what I learned from him. Video: Remembering Doug Kunkel Remembering Doug Kunkel Dallas and Rosemont 9/16/2010, 10/25/2017 December 4, 2017 4.4 E170
105 94 A Conversation with Ewan Puckle Hobbs A conversation with Ewan Puckle Hobbs, a world expert in process measurement, customer profitability and banking customer engagement.  Episode 94 of Conversations with Kip. Video: A Conversation with Ewan Puckle Hobbs A Conversation with Ewan Puckle Hobbs IBM Office, MBFC Singapore September 5, 2016 December 11, 2017 14.73  Y E93
106 95 Apache Spark, Data Access, and Metric Engines Discusses a recent technology called Apache Spark, focusing on the first part of the process, where the data comes from, and the implications of speeding up programmers vs. computers.  Episodes 95 of Conversations with Kip. Video: Apache Spark, Data Access, and Metric Engines Apache Spark, Data Access, and Metric Engines Austin, Texas State Capitol May 30, 2017 December 18, 2017 3.57 E146
107 96 Apache Spark, Parallel Processing and Distributed Ledgers Continues discussing a recent technology called Apache Spark, focusing on its key strength of parallel processing, and the need for consolidation of data in analytics.  Episodes 96 of Conversations with Kip. Video: Apache Spark, Parallel Processing and Distributed Ledgers Apache Spark, Parallel Processing and Distributed Ledgers Austin, Texas, Long Center for Performaning Art May 30, 2017 December 25, 2017 3.82 E147
108 97 Apache Spark, and Steps of a Consolidated Data Supply Chain Continues discussing a recent technology called Apache Spark, focusing on its abilities to do all the steps required of a Consolidated Data Supply Chain.  Episodes 97 of Conversations with Kip. Video: Apache Spark, and Steps of a Consolidated Data Supply Chain Apache Spark, and Steps of a Consolidated Data Supply Chain Austin, Texas, Zilker Park May 30, 2017 January 3, 2018 3.27 E148
109 98 Balances are the Inventory of Finance In financial processes and financial services, balances are like inventory of manufacturing processes.  And like how just-in-time manufacturing lowers the inventory management costs, just-in-time balances can reduce the costs of finance.  Episode 98 of Conversations with Kip. Video: Balances are the Inventory of Finance Balances are the Inventory of Finance Church of the Transfiguration, NYC, NY September 8, 2016 January 8, 2018 1.53  Y E96
110 99 The Quantitative Cognitive Architecture Discusses the next generation financial platform, comprised of Quantitative, Qualitative, Cognitive and User Experience segment.  Episode 99 of Conversations with Kip. Video: The Quantitative Cognitive Architecture The Quantitative Cognitive Architecture Berkley Marina, Berkley, CA September 19, 2016 January 15, 2018 7.9  Y E112
111 100 Conversation with Thomas Torf: History and Future (Episode 100) First of a three part series of conversations with Thomas Torf, IBM Executive with a wide range of experiences in Big Data, High Performance Computing, Systems Development and Entrepenuership, discussing history and future of computing.  Episodes 100 of Conversations with Kip. Video: Conversation with Thomas Torf: History and Future (Episode 100) Conversation with Thomas Torf: History and Future (Episode 100) IBM Learning Center, Amonk IL May 17, 2017 January 22, 2018 7.75 E140
112 101 Conversation with Thomas Torf:  Value in Data Second of a three part series of conversations with Thomas Torf, IBM Executive discussing the value of data, big data insights and next generation backend systems.  Episodes 101 of Conversations with Kip. Video: Conversation with Thomas Torf:  Value in Data Conversation with Thomas Torf:  Value in Data IBM Learning Center, Amonk IL May 17, 2017 January 29, 2018 8.42 E141
113 102 Conversation with Thomas Torf:  Design Thinking Coach Third of a three part series of conversations with Thomas Torf, IBM Executive discussing digital transformations, design thinking, and innovation.  Episodes 102 of Conversations with Kip. Video: Conversation with Thomas Torf:  Design Thinking Coach Conversation with Thomas Torf:  Design Thinking Coach IBM Learning Center, Amonk IL May 17, 2017 February 5, 2018 8.05 E142
114 103 Data Discovery: Show me the money Outlines a simple data discovery technique for business event and balanced base data called “Show me the Money.”  Episode 103 of Conversations with Kip. Video: Data Discovery: Show me the money Data Discovery: Show me the money Nauvoo, IL July 15, 2016 February 12, 2018 3.37 E72
115 104 Conversation with Randall Ness History of Geneva and SAFR A conversation with Randall, Chief Architect of the Geneva, later IBM’s SAFR (Scalable Architecture for Financial Reporting) Product, about its history and the principles behind it.  Episodes 104 of Conversations with Kip. Video: Conversation with Randall Ness History of Geneva and SAFR Conversation with Randall Ness History of Geneva and SAFR IBM Executive Briefing Center, Poughkeepsie, NY May 25, 2017 February 19, 2018 18.75 E143
116 105 Social Benefits of Trustworthiness This episode highlights that honesty and integrity drive efficiency, and thus are competitive advantages in business and for groups.  Episodes 105 of Conversations with Kip. Video: Social Benefits of Trustworthiness Social Benefits of Trustworthiness Wacker Dr and Franklin St. Chicago, IL June 27, 2017 February 26, 2018 3.35 E151
117 106 Social Risk Pools Introduces the idea of social risk pools, where like minded people manage commercial connections to obtain the highest possible returns for them depending on their commitment to honesty and integrity.  Episodes 106 of Conversations with Kip. Video: Social Risk Pools Social Risk Pools Wacker Dr. and State, Chicago, IL June 27, 2017 March 5, 2018 2.55 E152
118 107 Social Currencies This week’s video takes last week’s social risk pool further, and suggests that since currency or money is simply transferrable credit, social risk pools can lead to social currencies.  Episode 107 of Conversations with Kip. Video: Social Currencies Social Currencies Cloudgate, Millenium Park, Chicago, IL June 27, 2017 March 12, 2018 2.5 E153
119 108 Social Financial Information The last element needed to make this possible is better financial information, shared among parties, allowing for tracking of positions over time, to obtain the benefits of social risk pools, social currencies, and the efficiencies of honesty and integrity.  Episodes 108 of Conversations with Kip. Video: Social Financial Information Social Financial Information BP Pedistrian Bridge, Millenium Park, Chicago, IL June 27, 2017 March 19, 2018 1.77 E154
120 109 Gratitude for Great Teams Highlights what a high performing team looks like, those that care for each other, generate energy, forgive, and work hard together.   This is an episode 109 of Conversations with Kip. Video: Gratitude for Great Teams Gratitude for Great Teams Buffalo Hyatt Lobby, Buffalo, NY March 8, 2018 March 26, 2018 1.57 E197
121 110 Conversation with Alex Hume A conversation with Alex Hume discussing data and three simple ideas: (1) Choose a language, (2) keep the detail of what one records, and (3) strengthen and adhere to the language over time.  Episodes 110 of Conversations with Kip. Video: Conversation with Alex Hume Conversation with Alex Hume City Creek Mall, SLC, Utah June 6, 2017 April 2, 2018 6.68  Y E149
122 111 Retrospective: A 30 Year Problem I’ve been working on a different kind of financial system for 30 years.  Here, I review the principles involved in the earliest episodes, including transaction vs. balance reporting, posting processes, and the daily financial cycle.  Episode 111 of Conversations with Kip. Video: Retrospective: A 30 Year Problem Retrospective: A 30 Year Problem Logan Intl. Airport, Boston, MA December 12, 2017 April 9, 2018 4.5  Y E174
123 112 Bloopers, The First Two Years A lighthearted look at some of the less noble video moments from two year’s worth of Conversations with Kip.  Episode 112 of Conversations with Kip. Video: Bloopers, The First Two Years Bloopers, The First Two Years Various Various April 16, 2018 3.67 E115
124 113 Introduction to Historical Bookkeeping This video introduces why someone might study historical accounting, what might be learned and gained in today’s systems from doing so.  This is Episode 113 of Conversations with Kip. Video: Introduction to Historical Bookkeeping Introduction to Historical Bookkeeping British Library, London, UK January 12, 2018 April 23, 2018 2.85 E176
125 114 Luca Pacioli Summa de Arithemtica This video reviews the contents of Luca Pacioli’s Summary of Arithmetic book published in 1494, and highlights how small the portion of that book is which deals with bookkeeping, which is its most famous section.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false.  This is Episode 114 of Conversations with Kip. Video: Luca Pacioli Summa de Arithemtica Luca Pacioli Summa de Arithemtica British Library, London, UK January 12, 2018 April 30, 2018 1.73 E177
126 115 Luca Pacioli & Ethics This video begins to digest the bookkeeping portion of Pacioli’s book, talking about his focus on being ethical, and why that is important.  An English version of his book can be located here.  http://jeremycripps.com/docs/Summa.pdf.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false.  This is episode 115 of Conversations with Kip. Video: Luca Pacioli & Ethics Luca Pacioli & Ethics SVL Parking Lot, San Jose, CA February 7, 2018 May 7, 2018 3.13 E185
127 116 Pacioli Starts with Inventory This video discussed chapter 2 of Pacioli’s book, making an inventory.  Opening balances are the basis for all bookkeeping to start.  An English version of his book can be located here.  http://jeremycripps.com/docs/Summa.pdf.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false.  This is episode 116 of Conversations with Kip. Video: Pacioli Starts with Inventory Pacioli Starts with Inventory Scotts Valley Hilton, Santa Cruz, CA February 7, 2018 May 14, 2018 2.43 E186
128 117 Luca Pacioli Bookkeeping, The 3 Books This video disucssed the three primary books of bookkeeping, the Day Book, the Journal, and the Ledger, and describes what each contains.  This is Episode 117 of Conversations with Kip.  An English version of his book can be located here.  http://jeremycripps.com/docs/Summa.pdf.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false. Video: Luca Pacioli Bookkeeping, The 3 Books Luca Pacioli Bookkeeping, The 3 Books Manresa State Beach, CA February 7, 2018 May 21, 2018 3.17 E178
129 Special My Career Advice to High School Students I was asked to present to a math class at a local high school how my career had developed, and some advice on how they might think about college, and future work.  This is a special episode of Conversations with Kip. Video: My Career Advice to High School Students My Career Advice to High School Students Flower Mound High School, Flower Mound, TX May 25, 2018 May 25, 2018 59.48 E225
130 118 Pacioli and Debits and Credits This video highlights the purpose of Debits and Credits, the overall importance of bookkeeping in business, and why Pacioli’s book was so important. This is Episode 118 of Conversations with Kip.   An English version of his book can be located here.  http://jeremycripps.com/docs/Summa.pdf.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false. Video: Pacioli and Debits and Credits Pacioli and Debits and Credits Seacliff State Beach, Aptos, CA February 7, 2018 May 28, 2018 2.13  Y E187
131 119 Pacioli and Meticulousness in Bookkeeping This video highlights the need for being neat in bookkeeping.  This is an Episode 119 of Conversations with Kip.  An English version of his book can be located here.  http://jeremycripps.com/docs/Summa.pdf.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false. Video: Pacioli and Meticulousness in Bookkeeping Pacioli and Meticulousness in Bookkeeping San Jose Int’l Airport, San Jose, CA February 8, 2018 June 4, 2018 2.18 E188
132 120 Pacioli and Blockchain This video connects the issues highlighted by Pacioli about reconciling multiple books to today’s interest in blockchain technologies.  An English version of his book can be located here.  http://jeremycripps.com/docs/Summa.pdf.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false. Video: Pacioli and Blockchain Pacioli and Blockchain Dallas DFW Baggage Claim February 8, 2018 June 11, 2018 2.43  Y E189
133 121 Pacioli Trial Balance and Closing This video gives an overview of each chapter in his book, and focuses on the last steps of the accounting cycle.  An English version of his book can be located here.  http://jeremycripps.com/docs/Summa.pdf.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false.  This is Episode 121 of Conversations with Kip. Video: Pacioli Trial Balance and Closing Pacioli Trial Balance and Closing Dallas February 12, 2018 June 18, 2018 3.45 E190
134 122 Pacioli Summary This video points out how complete the bookkeeping cycle is documented, as evidenced by the summary at the end of the bookkeeping section of Pacioli’s book.  This is episode 122 of Conversations with Kip.  An English version of his book can be located here.  http://jeremycripps.com/docs/Summa.pdf.  The full book can be accessed here.  The accounting section begins on printed page 197 through page 210.  https://books.google.com/books?id=iqgPe49fhrsC&pg=RA2-PA101#v=onepage&q&f=false. Video: Pacioli Summary Pacioli Summary Dallas February 9, 2018 June 25, 2018 2.3 E191
135 123 Spread of Pacioli’s Bookkeeping Knowledge Discusses the spread of accounting knowledge through Europe, and the commonality of the books defined as part of bookkeeping.  This is Episode 123 of Conversations with Kip. Video: Spread of Pacioli’s Bookkeeping Knowledge Spread of Pacioli’s Bookkeeping Knowledge British Library, London, UK January 12, 2018 July 2, 2018 1.22 E192
136 124 The Day Book in Historical Accounting Takes a deeper look at the Day Book, the first book defined in historic Bookkeeping, the original book of record for transactions.  This is Episode 124 of Conversations with Kip. Video: The Day Book in Historical Accounting The Day Book in Historical Accounting Reagan National Airport, Washing, DC March 5, 2018 July 9, 2018 1.93 E193
137 125 The Journal in Historical Accounting Examines the second book of historical bookkeeping, the Journal, which turned business transactions into debits and credits, reflecting the flow of money through the categories of accounting, Assets, Liabilities, Equtiy, which is composed of Revenue and Expeneses, over time.  This is episode 125 of Conversations with Kip. Video: The Journal in Historical Accounting The Journal in Historical Accounting Buffalo NY Outside Hyatt Hotel Room March 6, 2018 July 23, 2018 1.78 E194
138 126 The Ledger in Historical Accounting Looks at the last book of historical bookkeeping, the Ledger, which presented the position as of some point in time, giving a sense of whether the business owner was making a profit or a loss.  This is an episode 126 of Conversations with Kip. Video: The Ledger in Historical Accounting The Ledger in Historical Accounting Buffalo NY, Enterance to Erie Canal March 6, 2018 July 30, 2018 2.23 E195
139 127 Historical Accounting’s View of Blockchain Ledgers Attempts to make application of the Historical Accounting Videos to tomorrow’s needed ledgers, and business systems.  Briefly reviews the Day Book, the Journal and the Ledger, and points out that Blockchain does not perform all of these functions, to qualify as a fully formed Ledger. This is Episode 127 of Conversations with Kip. Video: Historical Accounting’s View of Blockchain Ledgers Historical Accounting’s View of Blockchain Ledgers HSBC Atrium Building, Buffalo, NY March 6, 2018 August 6, 2018 2.63  Y E196
140 128 Finance Department Costs Overview Introduces the next few episodes which focus on the cost of the finance department, and what must be done to reduce those costs.  Episode 128 of Conversations with Kip. Video: Finance Department Costs Overview Finance Department Costs Overview London Heathrow Terminal 5 BA Lounge Perhaps August 31, 2016 August 13, 2018 3.62 E89
141 128 Finance Costs: Reconciliation Discusses a major cost driver for finance departments, reconciliation, and how to eliminate it.  Reconciliation cannot be fully automated, but it can be eliminated, if both “data supply chains” are lowered to the lowest common denominator data.  This is Episode 128 of Conversations with Kip. Video: Finance Costs: Reconciliation Finance Costs: Reconciliation Zurich, CH, outside IBM Office August 31, 2016 August 13, 2018 3.67 E90
142 129 Finance Costs: Data Fragmentation Reviews how early system development in the quantitative system space started the process of data fragmentation that has never been reversed.  Episode 129 of Conversations with Kip. Video: Finance Costs: Data Fragmentation Finance Costs: Data Fragmentation Orchard Subway Station, Singapore September 2, 2016 August 20, 2018 3.7 E91
143 130 Finance Costs: Data Integration and Curation Highlights how the data fragmentation leads to data integration and data curation functions, major cost drivers for the finance department.   Episode 130 of Conversations with Kip. Video: Finance Costs: Data Integration and Curation Finance Costs: Data Integration and Curation IBM Office, MBFC Singapore September 2, 2016 August 27, 2018 4.75 E92
144 131 Do the Math: Overview of Estimating Metric Engine Processes Begins a series of videos about estimating how long reporting processes will take, which requires understanding how a computer works, particularly with big data.  Gives an overview of the estimation steps required.  Episode 131 of Conversations with Kip. Video: Do the Math: Overview of Estimating Metric Engine Processes Do the Math: Overview of Estimating Metric Engine Processes Tampa Rocky Point IBM Office July 27, 2016 September 10, 2018 4.5 E74
145 132 Computers Explained:  The Meeting Analogy Describes how a computer works using the analogy of a business meeting, including CPUs which are participants, white board which is memory, notebooks which are storage, and a telephone which is a network.  Episode 132 of Conversations with Kip. Video: Computers Explained:  The Meeting Analogy Computers Explained:  The Meeting Analogy Tampa Rocky Point IBM Office July 29, 2016 September 17, 2018 5 E75
146 133 Computers Explained:  Big Data Implications Continues the meeting analogy discussing the impact of big data on how a computer works, and the need for access to the data can significantly impact how much of the “big data” is actually usable.  Episode 133 of Conversations with Kip. Video: Computers Explained:  Big Data Implications Computers Explained:  Big Data Implications Tampa Rocky Point IBM Office July 29, 2016 September 24, 2018 2.82 E76
147 134 Step 1: Data, to Estimate Metric Engine Processes Discusses the metrics needed to begin the estimation process for building a metric engine or reporting system, using business event concepts.  Data needed for this step include transactional data, reference data, and frequencies.  Episode 134 of Conversations with Kip. Video: Step 1: Data, to Estimate Metric Engine Processes Step 1: Data, to Estimate Metric Engine Processes Clearwater Hilton Hotel Room July 30, 2016 October 1, 2018 4.03 E77
148 135 Estimating Metric Engine Processes Step 2: Reports Gives more details on the types of statistics needed for the estimating, and the interaction of those statistics for the reports, including data scanned, extracted, joins for each report, and frequency of reporting processes.  Episode 135 of Conversations with Kip. Video: Estimating Metric Engine Processes Step 2: Reports Estimating Metric Engine Processes Step 2: Reports Clearwater Hilton Hotel Beach August 1, 2016 October 8, 2018 3.02 E78
149 136 Estimating Metric Engine Processes Step 3: Performance Outlines how to use statistics gathered to test hardware and software configuration performance, varying either size and cost of computing environment and time to produce outputs.   Episode 136 of Conversations with Kip. Video: Estimating Metric Engine Processes Step 3: Performance Estimating Metric Engine Processes Step 3: Performance Clearwater Bay August 2, 2016 October 15, 2018 3.43 E79
150 137 Estimating Metric Engine Processes Step 4: Evaluate Gives examples of reporting processes that are fast, and slow, meeting time frame requirements, and some that do not, the next step in evaluating Metric Engines.  Episode 137 of Conversations with Kip. Video: Estimating Metric Engine Processes Step 4: Evaluate Estimating Metric Engine Processes Step 4: Evaluate Tampa Int’l Airport August 4, 2016 October 22, 2018 3.47 E80
151 138 Estimating Metric Engine Processes Step 5: Aggregate Step 5 of estimating metric engine processes, determining how aggregation or posting can be used to tune the reporting processes to fit within the time and machine capacity available.  Episode 138 of Conversations with Kip. Video: Estimating Metric Engine Processes Step 5: Aggregate Estimating Metric Engine Processes Step 5: Aggregate Bryant Park, NYC, NY August 9, 2016 October 29, 2018 3.83 E81
152 139 Estimating Metric Engine Processes Recap Recaps the entire Metric Engine Estimating Processes, as presented in the prior videos.  Episode 139 of Conversations with Kip. Video: Estimating Metric Engine Processes Recap Estimating Metric Engine Processes Recap Hilton Times Square Room, NYC, NY August 9, 2016 November 5, 2018 4.65 E82
153 140 Three ERP Goals And Their Results Discusses three possible promises of the ERP movement, and how successful they were, focusing mostly on the third, consistent data and analytical abilities.  Episode 140 of Conversations with Kip. Video: Three ERP Goals And Their Results Three ERP Goals And Their Results Berkley Marina, Berkley, CA September 19, 2016 November 12, 2018 4.18 E113
154 141 Business Event Generation and Punch Cards Attempts to simplify the problems of core banking understanding by focusing on what the simple input and simple output from the process must be, based upon initial automation.   Episode 141 of Conversations with Kip. Video: Business Event Generation and Punch Cards Business Event Generation and Punch Cards Berkley Marina, Berkley, CA September 19, 2016 November 19, 2018 2.33 E111
155 142 Blockchain Gap: Liquidity Management, the Core of Banking Discusses how banking is the process of matching illiquid loans against liquid deposits, and how the finance, risk, and other systems are at the core of that process.   Episode 142 of Conversations with Kip. Video: Blockchain Gap: Liquidity Management, the Core of Banking Blockchain Gap: Liquidity Management, the Core of Banking Hilton Fashion District, 26th and 5th, NYC September 7, 2016 November 26, 2018 2.25 E94
156 143 Blockchain Gap: Double Entry Model Touches on the flow through balances that a double entry account model brings to most ledgers, and how this is missing in most blockchain solutions.  This is Episode 143 of Conversation with Kip. Video: Blockchain Gap: Double Entry Model Blockchain Gap: Double Entry Model Near East Tsim Sha Tsui Subway Station, Hong Kong, China November 29, 2018 December 3, 2018 1.22 E257
157 144 Blockchain Gap:  Reporting Integration Answers the question from a viewer about what are the challenges of reporting off of Blockchain data structures.  This episode 144 of Conversation with Kip. Video: Blockchain Gap:  Reporting Integration Blockchain Gap:  Reporting Integration Walkway near Hung Hom Subway Station, Hong Kong, China November 29, 2018 December 10, 2018 1.8 E256
158 145 Blockchain Gap:  PostingProcess Briefly describes a posting process, and discusses why the efficiency it brings is critical to scale of financial systems.  The absences of a posting processing Blockchain will inhibit scaling to today’s financial processes.  This is  Episode 145 of  Conversation with Kip. Video: Blockchain Gap:  PostingProcess Blockchain Gap:  PostingProcess HK Hung Hom Subway Station, Hong Kong, China November 29, 2018 December 17, 2018 1.35 E255
159 146 Blockchain Gap: Trust and Efficiency Outlines how blockchain, based upon a trustless system, lacks efficiency in sharing ledger data even between trusted parties because of the file formats chosen. This is episode 146 of Conversation with Kip. Video: Blockchain Gap: Trust and Efficiency Blockchain Gap: Trust and Efficiency Hong Kong Harbor, near Olympus Subway Station November 29, 2018 February 4, 2019 2.02 E254
160 147 Conversation with Jim Hladyshewsky: Show Me the Money Method A conversation with Jim Hladyshewsky about his first assignment with the SAFR team, called “Show me the Money”, a method of rapidly determing business rules and logic for posting processes without reading code.  Episode 147 of Conversations with Kip. Video: Conversation with Jim Hladyshewsky: Show Me the Money Method Conversation with Jim Hladyshewsky: Show Me the Money Method IBM Executive Briefing Center, Poughkeepsie, NY May 25, 2017 February 11, 2019 9.53 E144
161 148 ERP Package Selection: Vendor Choices Gives a sense of the characteristics of the major ERP vendors often evaluated for major business finance functions.  Suggests that clarity about what problem one is trying to solve, and the limitation of the vendor offerings is helpful when embarking on this journey.  This is Episode 148 of Conversations with Kip. Video: ERP Package Selection: Vendor Choices ERP Package Selection: Vendor Choices Dallas December 11, 2018 February 18, 2019 2.97 E258
162 149 ERP Package: My Way or Highway Characterizes one type of ERP Vendor often used in major corporations for finance functions, which is highly integrated but also quite prescriptive in approach.  This is Episode 149 of Conversations with Kip. Video: ERP Package: My Way or Highway ERP Package: My Way or Highway Dallas December 11, 2018 February 25, 2019 2.77 E259
163 150 ERP Package: Have it Your Way Contrasting with the prescriptive approach, the other major vendor uses an integration approach to the problem.  This is a episode 150 of Conversations with Kip. Video: ERP Package: Have it Your Way ERP Package: Have it Your Way Dallas December 11, 2018 March 4, 2019 2.92 E260
164 151 ERP Package: User Interface and Your Data ERP packages create efficient implementations by constraining choices in design, providing business process templates, and through the delivered user interfaces.  This is  Episode 151 of Conversations with Kip. Video: ERP Package: User Interface and Your Data ERP Package: User Interface and Your Data Dallas December 11, 2018 March 11, 2019 2.92 E261
165 152 ERP Package: Your Data is Key Unfortunately, you can’t purchase an ERP package with your data in it.  Focusing on your data helps to prevent becoming lost in package features, and will do more to solve finance problems than any other single effort.   This is  Episode 152 of Conversations with Kip. Video: ERP Package: Your Data is Key ERP Package: Your Data is Key Dallas December 11, 2018 March 18, 2019 2.92 E262
166 153 Conversation with Tata Rao: The Daily Financial Cycle First of a three part series of conversations with Tata Rao, previously the Lead Architect of a Global Financial Services Financial System Platform, covering the demands of managing detailed data, the daily financial cycle, and fulfilling end user requirements.  Episode 153 of Conversations with Kip. Video: Conversation with Tata Rao: The Daily Financial Cycle Conversation with Tata Rao: The Daily Financial Cycle Schaumburg, IL Hyatt Hotel  5/17/2017 March 25, 2019 8.55  Y E137
167 154 Movement vs. Balances: A Conversation with Tata Rao Second of a three part series of conversations with Tata Rao, Lead Architect of a Global Financial Services Financial System Platform, covering data volume explosion in a consolidated data supply chain, and the storage and compute trade-offs for movements vs. balances.  Episode 154 of Conversations with Kip. Video: Movement vs. Balances: A Conversation with Tata Rao  Movement vs. Balances: A Conversation with Tata Rao Schaumburg, IL Hyatt Hotel  5/17/2017 April 1, 2019 6.32  Y E138
168 155 Conversation with Tata Rao: Where are We Going? Third of a three part series of conversations with Tata Rao, Lead Architect of a Global Financial Services Financial System Platform, covering where these types of systems are going, in terms of technology, and flexibility, with a concluding comment about Doug Kunkel, our colleague and good friend.  Episode 155 of Conversations with Kip. Video: Conversation with Tata Rao: Where are We Going? Conversation with Tata Rao: Where are We Going? Schaumburg, IL Hyatt Hotel  5/17/2017 April 8, 2019 8.72  Y E139
169 156 Choosing a Vlog Topic A lighthearted look at how I choose a vlog topic.  I almost always find the venue, and often get completely set up before I decide what to record about. This is episode 156 of Conversations with Kip. Video: Choosing a Vlog Topic Choosing a Vlog Topic San Francisco Russian Hill/Biloxi MS Beach May 16, 2018 April 15, 2019 1.4 E224
170 157 Spaghetti Code or Tabulating System? Introduces a set of episodes around the term Spaghetti Code, and how many systems are not understood by today’s developers because they do not understand the principles of the underlying systems. Episodes 157 of Conversations with Kip. Video: Spaghetti Code or Tabulating System? Spaghetti Code or Tabulating System? Santa Cruz Moutains  37.185822, -122.033001 April 27, 2017 April 22, 2019 2.37 E130
171 158 Tabulating System Program Structure Discusses the basic program structure that is at the core of Tabulating System principles, much of which undergirds many systems described as Spaghetti Code. Episode 158 of Conversations with Kip. Video: Tabulating System Program Structure Tabulating System Program Structure Santa Cruz Moutains  37.187526, -122.031450 April 27, 2017 April 29, 2019 2.93 E131
172 159 Posting Processes in Tabulating Systems Outlines how the posting processes sit at the core of Tabulating Systems, rolling forward each day into the next day. Episode 159 of Conversations with Kip. Video: Posting Processes in Tabulating Systems Posting Processes in Tabulating Systems Santa Cruz Moutains  37.188525, -122.031955 April 27, 2017 May 6, 2019 2.28 E132
173 160 Tabulating System Complexity in Mainline Routine Drills down on program structure of tabulating systems, outlining where the complexity starts to show up in these otherwise simply little programs. Episode 160 of Conversations with Kip. Video: Tabulating System Complexity in Mainline Routine Tabulating System Complexity in Mainline Routine Santa Cruz Moutains  37.167327, -122.032322 April 27, 2017 May 13, 2019 3.05 E133
174 161 Tabulating System Data Discovery Data discovery in a tabulating system environment looks different than in many other types of settings.  This video explains why.  Episode 161 of Conversations with Kip. Video: Tabulating System Data Discovery Tabulating System Data Discovery Santa Cruz Moutains  37.029604, -122.044875 April 27, 2017 May 21, 2019 2.98 E134
175 162 Metadata in Tabulating System Metadata is often used to understand systems environments.  This video outlines what some of the meta data looks like in a tabulating system environment.  Episode 162 of Conversations with Kip. Video: Metadata in Tabulating System Metadata in Tabulating System Santa Cruz Moutains 37.036296, -122.025197 April 27, 2017 May 28, 2019 2.03 E135
176 163 Shared Ledgers: Proposed TED Talk to High School Freshman In a second presentation to High School Students, I attempt to explain current trends in financial ledgers in a TED Talk format, disucssing (1) What a ledger is, (2) How they developed, (3) how computers have changed them, (4) what blockchain is, and (5) why trust is critical to them. This is Episode 163 of Conversations with Kip Video: Shared Ledgers: Proposed TED Talk to High School Freshman Shared Ledgers: Proposed TED Talk to High School Freshman Flower Mound High School, Flower Mound, TX May 14, 2019 June 3, 2019 18.77  Y E281
177 164 What is Money? Debunks the idea that money is an exchangeable precious metal, or requires some type of mining per many virtual currencies; proposes based upon Felix Martin’s book, “Money: The Unauthorized Biography” that money is purely transferrable credit.  This is episode 164 of Conversations with Kip. Video: What is Money? What is Money? Florida Sea Base, August 2, 2017 June 17, 2019 3.13 E167
178 165 Data Volumes and Financial Services Industry Need for Balances Video discusses Financial Markets, Banking, and Insurance needs for financial data, focusing on balances, and length of time in perspectives.  This is Episode 165 of Conversations with Kip. Video: Data Volumes and Financial Services Industry Need for Balances Data Volumes and Financial Services Industry Need for Balances SLC Public Library August 3, 2017 June 24, 2019 2.73 E168
179 166 Required Skill: Desire to Work on the Problem Highlights that the most important skill needed to work on reinvention of ledger based processes is the desire to do so.  This is Episode 166 of Conversations with Kip. Video: Required Skill: Desire to Work on the Problem Required Skill: Desire to Work on the Problem JW Marriott, Kolkata, India April 17, 2018 July 1, 2019 1.97 E208
180 167 Left Hand Side, Right Hand Side: A Conversation with Rakesh Kant First segment of a Conversation with Rakesh Kant, an expert on financial and reporting systems, in Lucknow, India, April 15, 2018.  This segment frames the discussion with the Left Hand Side (i.e., Posting) from the Right Hand Side (i.e., Reporting) problem.  This is Episode 167 of Conversations with Kip. Video: Left Hand Side, Right Hand Side: A Conversation with Rakesh Kant Left Hand Side, Right Hand Side: A Conversation with Rakesh Kant Hyatt Hotel, Lucknow, India April 15, 2018 July 8, 2019 3.27 E209
181 167b Conversation with Rakesh Kant: All Segments This video contains all the segments of the Conversation with Rakesh Kant, an expert on financial and reporting systems, in Lucknow, India, April 15, 2018. It covers topics including: Left hand side (posting) vs. Right hand side (reporting), having the DNA to work on this problem, making the problem approachable, a migration approach, and the final benefits of solving it.  This is a supplement to Episode 167 of Conversations with Kip. Video: Conversation with Rakesh Kant: All Segments Hyatt Hotel, Lucknow, India April 15, 2018 July 8, 2019 18.15  Y E217
182 168 DNA to Solve the Problem: A Conversation with Rakesh Kant Second segment of a Conversation with Rakesh Kant, an expert on financial and reporting systems, in Lucknow, India, April 15, 2018.  This segment highlights the the most important attribute needed to work on this problem:  One must be interested in it, and it isn’t solved quickly or easily.  This is Episode 168 of Conversations with Kip. Video: DNA to Solve the Problem: A Conversation with Rakesh Kant DNA to Solve the Problem: A Conversation with Rakesh Kant Hyatt Hotel, Lucknow, India April 15, 2018 July 15, 2019 2.7 E212
183 169 Human Scale of Reporting: A Conversation with Rakesh Kant Third segment of a Conversation with Rakesh Kant, an expert on financial and reporting systems, in Lucknow, India, April 15, 2018, outlines that reporting requires that large amounts of data have to be reduced to something understandable to a human.  This is Episode 169 of Conversations with Kip. Video: Human Scale of Reporting: A Conversation with Rakesh Kant Human Scale of Reporting: A Conversation with Rakesh Kant Hyatt Hotel, Lucknow, India April 15, 2018 July 22, 2019 3.52 E213
184 170 Hardest Part of the Problem: A Conversation with Rakesh Kant Fourth segment of a Conversation with Rakesh Kant, an expert on financial and reporting systems, in Lucknow, India, April 15, 2018.  Here Rakesh responds to the question what is the hardest part of solving the transformation of financial systems problems.  This is Episode 170 of Conversations with Kip.   Literally learn more–about ledgers and financial systems–at http://www.FinancialSystemsEducation.com Video: Hardest Part of the Problem: A Conversation with Rakesh Kant Hardest Part of the Problem: A Conversation with Rakesh Kant Hyatt Hotel, Lucknow, India April 15, 2018 July 29, 2019 3.42 E214
185 171 Financial System Migration Approach: A Conversation with Rakesh Kant Fifth segment of a Conversation with Rakesh Kant, an expert on financial and reporting systems, in Lucknow, India, April 15, 2018, discussing how to overcome the cost of migration to these new systems, and how that is likely to occur.  This is a Episode 171 of Conversations with Kip. Video: Financial System Migration Approach: A Conversation with Rakesh Kant Financial System Migration Approach: A Conversation with Rakesh Kant Hyatt Hotel, Lucknow, India April 15, 2018 August 5, 2019 3.05 E215
186 172 Quantum Benefits: A Conversation with Rakesh Kant Sixth and final segment of a Conversation with Rakesh Kant, an expert on financial and reporting systems, in Lucknow, India, April 15, 2018; discussed briefly what is likely to propel the quantum benefits needed to transform our financial systems. This is Episode 172 of Conversations with Kip. Video: Quantum Benefits: A Conversation with Rakesh Kant Quantum Benefits: A Conversation with Rakesh Kant Hyatt Hotel, Lucknow, India April 15, 2018 August 12, 2019 2.03 E216
187 173 Business Rules Structures Discusses the general structure of business rules, either table or if-then-else structures, and compares and contrasts those approaches and their use.  Episode 173 of Conversations with Kip. Video: Business Rules Structures Business Rules Structures Hilton Times Square Room, NYC, NY August 11, 2016 August 19, 2019 4.13 E83
188 174 Business Rules vs. Reference Data Discusses the need to maintain lists of reference data values, that then are embedded into various rules, and the impact if those are not valid values.  Episode 174 of Conversations with Kip. Video: Business Rules vs. Reference Data Business Rules vs. Reference Data Boston Logan Airport Admiral’s Club August 12, 2016 August 26, 2019 4.63 E85
189 175 Business Rules Development and Testing Ties together the “Requirements are in the Data” https://youtu.be/9UPMPdcQHx8 and “Show me the Money”  https://youtu.be/sJKvxXtwuIE videos with the structure and nature of rules, and how those have to be developed.  Episode 175 of Conversations with Kip. Video: Business Rules Development and Testing Business Rules Development and Testing NYC Herald Square, NYC, NY August 17, 2016 September 2, 2019 4.68 E86
190 176 Business Rules & ERP Integration Discusses how a great deal of reference data is embedded in ERP systems, but use of that data in rules, and execution of those rules, often requires ERP integration work.  Episode 176 of Conversations with Kip. Video: Business Rules & ERP Integration Business Rules & ERP Integration Madisson Square Park August 24, 2016 September 9, 2019 3.22 E87
191 177 Business Rules, Source Data, and Code Synchronization Discusses how source or transactional data, reference data and rules, and the application engine must be synchronized to arrive at the desired answers.  Episode 177 of Conversations with Kip. Video: Business Rules, Source Data, and Code Synchronization Business Rules, Source Data, and Code Synchronization NYC Grand Central Station August 22, 2016 September 16, 2019 3.6 E88
192 178a Shared Ledger R&D Effort: Expert Review May 2019 with Comments Presentation to alum of Geneva/SAFR practice from 30 years of work together on my most recent thoughts about financial systems.  This wide ranging discussion covers topics such as What is the purpose of the General Ledger, what is the CFO’s challenge in reinventing ledgers, what a real shared ledger would look like, including prototyping screens, why do systems maintain balances, how does one measure the cost of what financial systems or ledgers do, progression how a shared ledger will end up getting developed, and other topics.  The 29 minute abridged version of this presentation is accessible below.  This is episode 178 of Conversations with Kip Video: Shared Ledger R&D Effort: Expert Review May 2019 with Comments Shared Ledger R&D Results: A Recent Expert Review Oakbrook McDonald’s Hyatt May 18, 2019 September 24, 2019 102.1 E283
193 178 Shared Ledger R&D Results: A Recent Expert Review Presentation to alum of Geneva/SAFR practice from 30 years of work together on my most recent thoughts about financial systems. This wide ranging discussion covers topics such as What is the purpose of the General Ledger, what is the CFO’s challenge in reinventing ledgers, what a real shared ledger would look like, including prototyping screens, why do systems maintain balances, how does one measure the cost of what financial systems or ledgers do, progression how a shared ledger will end up getting developed, and other topics. Although abridged, it is comprehensive, and audience comments still perceptible. The full presentation with participant comments are accessible above This is episode 178 of Conversations with Kip. Video: Shared Ledger R&D Results: A Recent Expert Review Shared Ledger R&D Results: A Recent Expert Review Oakbrook McDonald’s Hyatt May 18, 2019 September 24, 2019 29.42 E284
194 179 Computer Efficiency and Lazy Programmers This week’s episode focuses on the trade off between efficient programs and lazy programmers.  A choice can be made when generalizing some problems to ask the computer to make a set of choices that the programmer wasn’t willing to make when he defined the process.  This uses compute resources to make up for the programmer’s indecision or inabilities.   This is episode 179 of Conversations with Kip. Video: Computer Efficiency and Lazy Programmers Computer Efficiency and Lazy Programmers San Antonio International Airport November 15, 2017 October 1, 2019 2.7 E171
195 180 What is an Allocation Process Introduces a set of videos about allocation processes.   Episode 180 of Conversations with Kip. Video: What is an Allocation Process What is an Allocation Process 590 Madison Ave, NYC, NY, 12th floor November 18, 2016 October 8, 2019 2.13 E126
196 181 Complexity of Allocation Processes Discusses how allocation processes can become complex, and introduce errors, which ultimately affects measurement and usefulness.  Episodes 181 of Conversations with Kip. Video: Complexity of Allocation Processes Complexity of Allocation Processes Banco de Crédito del Perú Corporate HQ April 18, 2017 October 15, 2019 2.77 E128
197 182 Allocations and Activities Discusses activity based costing, and how activities can be the drivers for allocating costs to other metrics.  Episodes 182 of Conversations with Kip. Video: Allocations and Activities Allocations and Activities Lima, Peru April 21, 2017 October 21, 2019 2.7 E129
198 183 Allocation Processing Steps Shows the general steps of an allocation processes, from transactions to balances and back down to transactions.  Episodes 183 of Conversations with Kip. Video: Allocation Processing Steps Allocation Processing Steps Santa Cruz Wharf, Santa Cruz CA April 27, 2017 October 29, 2019 1.75 E136
199 184 Data Implications of Allocation Processes Discusses how data the intersection of cost and target data causes an explosion in data volumes in allocation processes.  Episode 184 of Conversations with Kip. Video: Data Implications of Allocation Processes Data Implications of Allocation Processes 590 Madison Ave, NYC, NY, 1st floor atrium November 18, 2016 November 4, 2019 3.22 E127