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Published on October 7, 2026 3 min read

Aprio Ascend – Built for What’s Next

AI is moving fast—but simply adopting new tools isn’t enough to create a competitive advantage.

In this episode of Aprio Ascend, Aprio Northeast Regional Technology Leader & Tax Partner Allie Colman sits down with AI leaders Aiwyn Cofounder Pat Morrell, Fieldguide Vice President of Sales Brent Kasper, and Laurel Chief Strategy Officer & General Counsel Chris Ramos to explore what it really takes to build an AI-native business. They discuss why successful AI adoption starts with workflows, where human judgment still matters, and how AI could reshape teams, pricing and the value businesses deliver to their clients.

Subscribe to Aprio Ascend and listen to the episode here.

Allie Colman


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

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


The information presented in this podcast is for general informational and educational purposes only and should not be construed as investment, legal, tax, accounting, financial planning, or other professional advice. The views and opinions expressed by the speakers are those of the individuals at the time of recording and are subject to change.

Any discussion regarding market conditions, economic trends, venture capital activity, artificial intelligence, mergers and acquisitions, initial public offerings, tax strategies, or business opportunities is provided for illustrative purposes only and does not constitute a recommendation to buy, sell, or hold any security, engage any investment strategy, or pursue any particular transaction. Forward-looking statements and predictions are inherently uncertain and actual results may differ materially.

References to specific companies, industries, products, technologies, or investment themes are provided solely as examples to support the discussion and should not be interpreted as investment recommendations or endorsements. Any references to prospective IPOs, private companies, or market participants are for commentary purposes only.

Investment advisory services are offered through Aprio Wealth Management, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal.

For additional information about Aprio Wealth Management, including its services, fees, and disclosures, please review the firm’s Form ADV available through the SEC’s Investment Adviser Public Disclosure website.