# Ed Lee

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E24 | Sameer Jagetia on Why Your Financial Model Should Run Your Business

Most founders build financial models for someone else. An investor asks for projections. A lender wants numbers. The board needs a forecast. The spreadsheet gets built, the assumptions get polished, and once the meeting is over, the model quietly disappears. Sameer Jagetia thinks that gets financ…

Beyond Point Solutions: Building the Clinical AI Layer

In this episode, Dr. Ed Lee, Chief Medical Officer, Nabla, discusses the shift from standalone AI tools to integrated clinical AI platforms, including ambient documentation, coding, clinical workflows, governance and the future of clinical intelligence. This episode is sponsored by Nabla.

Planning for Long Term Care Without Losing Savings

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Episode Summary:  In this episode of Edison Advisory with Ed Lee, host Sean O'Connor and Ed Lee delve into the intricacies of planning for long-term care without depleting your life savings. They discuss the importance of integrating long-term care strategies into estate planning, emphasizing the n…

Adopt-A-School: Ron Smith on How Salesforce Shows Up for Its Communities

Molly Q. Ford sits down with Ron Smith, VP of Philanthropy at Salesforce, for an episode that starts in the principal’s office - literally, since that’s where Ron spent a big part of his career. He was a teacher, then a principal, then ran school transformation across networks in Oakland before joi…

Wills vs. Trusts in Texas: Which One Do You Need?

Episode Summary:  In this episode of Edison Advisory with Ed Lee, host Sean O'Connor and estate planning expert Ed Lee delve into the intricacies of wills and trusts in Texas. They discuss how families can determine the best tools for their future planning, emphasizing the importance of understandi…

Wills vs. Trusts in Texas: Which One Do You Need?

Episode Summary:  In this episode of Edison Advisory with Ed Lee, host Sean O'Connor and estate planning expert Ed Lee delve into the intricacies of wills and trusts in Texas. They discuss how families can determine the best tools for their future planning, emphasizing the importance of understandi…

104 | Afraid Your Teen Is Losing Their Faith ? How to Stay Connected with Abigail Stonestreet (Part 2)

You raised your kids to know and love God. You prayed with them, took them to church, and taught them the Bible. But now your teen is questioning their faith, challenging what you’ve taught them, or telling you they don’t believe in God anymore. And you’re scared. Not just because they’re pulling …

What Happens If You Die Without a Will in Texas?

Episode Summary:  In this episode of Edison Advisory with Ed Lee, host Sean O'Connor and expert Ed Lee delve into the complexities that arise when someone dies without a will in Texas. They explore the legal challenges families face, such as determining heirs and appointing an administrator, especi…

What Happens If You Die Without a Will in Texas?

Episode Summary:  In this episode of Edison Advisory with Ed Lee, host Sean O'Connor and expert Ed Lee delve into the complexities that arise when someone dies without a will in Texas. They explore the legal challenges families face, such as determining heirs and appointing an administrator, especi…

When Does an Aging Parent Need a Guardianship?

Episode Summary:  In this episode of Edison Advisory with Ed Lee, host Sean O'Connor and expert Ed Lee delve into the complexities of guardianship for aging parents. They discuss the challenges families face when determining if legal intervention is necessary for an elderly loved one struggling wit…