Legacy-Makers@Work is specially created for mid-career aspiring leaders seeking to craft an intentional legacy at work despite the pressures of a busy, complex life. We will share interviews to inspire, educate and awaken your desire to transform your personal and organizational vision to a proud legacy – connecting what’s in our hearts and in our heads with purpose and profit.
Liz Stern, Phyllis Weiss Haserot
Episode Summary:In this episode, Liz & Phyllis discuss how we have been influenced by our evolving perspectives on life, career and so much more. Liz has a deep desire and sense of responsibility to make the world a better place by helping leaders and others understand the power of legacy is in sharing knowledge and perspectives. Phyllis is deeply committed to cross-generational communication and cooperation, DEI&B, and how those impact workplace dynamics. Show notes: Liz and Phyllis are excellent examples of people who have forged a broad and multi-faceted path in their work-life journey while staying true to core values.Liz's purposeful intention in her work life provided us the opportunity for a values discussion, on her purpose and perspective.Liz's path became clear to her in college with the loss of her roommate, Phyllis' came more recently in mid-life.Both have enjoyed problem-solving, the intellectual challenge of working with businesses and their issues.Takeaways: Curate conversations that help you decide your purpose. Align work and money with your values and create a legacy through investing in yourself, your work, your community, and philanthropy. There is no straight path to a legacy at work or in life.At any level and age, you can decide what you want your intended legacy to be. How to reach Liz & Phyllis : LinkedIn:https://www.linkedin.com/in/liz-stern/https://www.linkedin.com/in/pwhaserot/
The Pandemic era-transitioning process will have to answer a myriad of questions, such as:What's the convincing business case to get beyond short-term thinking?What is needed to maintain and satisfy young workers?How to get buy-in for change from managers and other senior executives?What support for parents at work could look like? How can employees and employers alike rebuild connections at work?Listen in for our perspectives.
This episode seeks to reframe the pursuit of fulfillment, purpose, and meaningful contributions – of impact beyond oneself. Our listeners are seeking to embrace a better future and reimagine a purposeful place in work and life.They desire to be the transformational leaders their organizations need, who can create and guide compelling initiatives to elevate profits and employees. Such leaders are set apart by their perceptions and actions, they work towards collective organizational strength through a shared vision supported by practical actions. How do you do that? What are the necessary actions? Join us for this conversation.
In an area that can be isolating and focused on oneself and individual work, Linde has been fortunate to have several mentors and colleagues who were collaborative role models: they helped her form a vision for her path. Her current employer, the Cincinnati Children's Hospital Medical Center, has a non-competitive, collaborative culture, and Linde chose it largely for that reason. From day one there, her input and feedback have been sought with mentoring emphasized.Linde has observed over time that both science and the arts draw the same type of personality: creative and persistent.Next steps on her legacy journey are hiring the right- and collaborative – researchers and inspiring them to work with her while developing their careers. As an Assistant Professor Linde sees her involvement in recruiting and training in her Assistant Professor role for graduate and post-doctoral students as elemental.TakeawaysDon't complain. Do required things you don't initially think would be useful to your career.You meet phenomenal people when you are open. And it's tremendously gratifying.Science takes persistence. At age 33, she has already been working at it for 15 years. Quotes“Go into opportunities with an open mind and open heart.”“You never know who you are impacting.”“It's fun to give back. Have an open door.”“A rising tide raises all ships”BioA Millennial still in her 30s, Linde Miles. Ph.D. is an Assistant Professor and leads an independent lab at the Cincinnati Children's Hospital Medical Center, having attained a B.S. in Biochemistry in 2009 at Pennsylvania State University followed by a Ph.D. in Pharmacology and Molecular Sciences from Johns Hopkins school of Medicine in 2016. Her post-doctoral fellowship was served at Memorial Sloan Kettering Cancer Center. Added to these academic achievements have been several prestigious awards. Linde has served in the leadership of the NYC Chapter of the Penn State Alumni Association from 2015-2021, the last 3 of those years as President. During her free time, she enjoys running and being outdoors in her current home city since August 2022, Cincinnati.How to reach LindeLinde.miles@cchmcTwitter: @lindemilesphdLinkedin: linkedin.com/in/linde-a-miles-4263ab89
Karri's core values are simple: gratitude, compassion, see everyone as an individual, and dedication to an intentional legacy through her teaching and volunteering, leaving institutions and people stronger and greater than themselves.Karri has stayed and flourished at the same school for 22 years and ongoing because it matches her teaching philosophy and has offered her multiple paths to mastery. She has been allowed a lot of freedom, resources, professional development and expanding roles. And this has created for her a genuine feeling of mutual appreciation. The school feels like the true community it is. Students even feel sorry when they can't be there, and that was true way before pandemic times.Her life had not been easy since in her mid-20s, Karri has been struck with a series of auto-immune illnesses with its precarious impact, which she talked about. Every health episode, all of which she has bounced back from, seems to increase her determination to help others. As a mentor to other teachers, she strives to lead them to really like math and teaching.Karri is equally dedicated to her volunteer work. For the past 10 years, she has been a volunteer at the New York-Presbyterian Morgan Stanley Children's Hospital, devoting almost every Saturday there. In 2014, she was awarded that Hospital's Volunteer of the Year and Chief Life Volunteer of the Year Awards. Her volunteer accomplishments have focused on children, families and those suffering with long-term illnesses. Karri stated that that her desire is to be an inspiration, have a positive impact and give back to a hospital and community that have given her so much.Next steps in her work legacy journey are to supervise, mentor and build confidence in all math teachers and continue her learning, finishing a Higher Education Teaching Certificate at Harvard.TakeawaysMaintain an attitude of gratitude every day, keep motivated and positive, even in the face of great personal challenges.Give more than you are receiving.Develop a culture where people thrive, despite the challenges. Quotes“Have compassion. Remember everyone is a human being.”“It takes about 10 years for teachers to get into a rhythm and feel mastery.”What business can learn from an independent private school:” Create and nurture an environment where people are valued as individuals.”“It's not only about the bottom line.”BioTeacher, mentor, and innovative educator, Karri Ankrom is currently the Head of the Math Department at an independent school in New York City where she has taught for 22 years of her 23-year career. Over the course of her career she has taught 1st and 8th Grade, all subjects. Her favorite subject to teach is, undoubtedly, math. Karri is equally passionate about teaching and her volunteer work. She began volunteering at New York Presbyterian Morgan Stanley Children's Hospital at Columbia University Medical Center 10 years ago. She was recognized as the 2015 New York Presbyterian Volunteer of the Year and has been presented with the Mayoral Service Recognition Certificate for outstanding efforts and commitment to service in New York City. Originally from Arizona, Karri earned both Bachelor of Science and Master's degree in Curriculum and Instruction from Arizona State University. She is currently working on a Higher Education Teaching Certificate through the Derek Bok Center for Teaching and Learning at Harvard University.In her spare time, Karri is learning Mandarin at the China Institute where she has also written curriculum and was awarded a 3-week study abroad trip throughout Southwestern China. How to reach Karri:Karriankrom386@gmail.com
Nima's core values are to operate with integrity, with himself and the outside world, to understand how people work best, and to create beauty.His doctoral research was on human capital after earlier degrees in engineering and economics.Coming from an immigrant family – his parents moved to the U.S. from Iran during the Iranian revolution - he struggles with a view of the immigrant mentality He believes it needs to evolve from the servant mentality that many immigrants seem to hold as hard workers. That can be a trap and they can undersell themselves. He tries to change that with the fashion business Dress Abstract which hires only immigrants in the U.S. who come from cultures worldwide.Related to this is his belief that empathy can get “hijacked” because it can lead to foregoing the opportunity to grow, to blaze your own path.His inability to forget anything is a result of what has now been recognized as a mental illness diagnosed in only 50 people so far, Hypothymeism. While a good memory is an asset, storing absolutely everything in one's mind is definitely a challenge to navigate constantly. Nima is part of a study at the University of California-Irvine. (Listen for more on this.) Time has no meaning for him, and it can sometimes accidentally offend people. For the first 5 years of the symptoms of the disease being triggered, he felt like no human understood and he was really challenged to communicate and reconcile the personal self with the professional self. It is expressed in his painting, for example, which is an explosion of layers of paint.Nima thinks the biggest transformation we are witnessing now is how mental illness is being regarded as an illness like physical illnesses, to be recognized as such and be spoken openly about and treated without shame.Clearly, Nima is on a significant work legacy journey to benefit people and organizations way beyond himself and to create beauty.TakeawaysMost people are multi-faceted. For many, the challenge is to find ways to get the pieces to work together and/or give them space.Know what “know thyself” means. Manage your feelings from empathy to compassion.The challenge is to get organizations to approach situations and individuals from a position of empathy.Society is built on trauma. We need to educate ourselves to deal with it. Quotes“Do what you have the biggest pain for, rather than calling it love or passion.”“Find comfort in being uncomfortable.”“Time has no meaning for me.”“In the business world, things are measured by ROI, but people can't grow from that.”“There are two types of capital in the world: financial and human capital.”“The problem with humans is that we are believing creatures, when the opposite is true.”BioNima Veiseh is an academic researcher, tech strategist, artist and fashion entrepreneur – plus best-selling author of Markets with Memory: The World's First Data Science Book on the Hemp and Cannabis Industry. Nima is one of 3 co-founders of the Temporal Abstraction school of art. Nima's work on memory, technology and design has been featured across the world, including academic conferences, TED Talks, and Art Basel. He is the Chief Data Advisor for several companies and organizations, focused on utilizing data science and machine learning to push the frontier of infrastructure accountability, pricing theory, visualization, and sustainability. Fascinated by how people and technology can work together to further human well-being, economic progress and business objectives, he uses data-driven analysis and focuses on infrastructure sustainability within healthcare, energy, consumer goods, public institutions, and financial services.Nima holds degrees from The George Washington University, Georgetown University, Columbia University, and MIT and has received 3 patents. How to reach Nima VeisehTwitter - https://twitter.com/nimaveisehInstagram - https://www.instagram.com/nimatheartist/?hl=enLinkedIn - https://www.linkedin.com/in/nima-veiseh-8b717013
Core values are the foundation and serve to guide our intentional work legacy journey. Deb's core values are personal: family first, the healthy living habits of sleep and eating well, and attention to relationships; and externally, having the back of people in your community. The pandemic has emphasized how important these values are.Deb has taken her own lessons and corporate experiences – good and bad - without mentors, and added research to help aspiring and emerging leaders accelerate their career tracks and go beyond their “potential.”In her Quality and Operational Excellence roles in the Flavors and Fragrance industry, she had many challenges as she worked very hard but lacked the opportunities she wanted to prove the potential she was told she had. She didn't want to see others struggle without support on their career paths. So she views her legacy as serving the leaders of tomorrow with a support system tailored to them and to point out blind spots. She has recently developed the Drop-In CEO Academy as a mechanism toward that end.The roles at any level according to Deb are to provide opportunities for mentoring, strong customer service, and close the gaps, including the disconnects caused by pandemic work conditions in new and old ways. This all starts with good conversations. Her legacy journey to impact more people and keep the needed conversations going forward includes putting herself out on social media with her messages more frequently and consistently and to provide expanded mentoring.TakeawaysFind someone to support you and have a few conversations. Then have some more.Invest in your professional development and growth and start by doing one thing differently.Confidence and mindset lead to greater visibility.Take back some time for yourself to avoid burnout. (Deb did that with the sport of curling to develop more strength and teamwork.)Quotes“You have the power to take control.Message to CEOs: “People are the greatest tool in your toolbox.”BioDr. Deborah Coviello is an advisor, author, podcast host, “Drop-In CEO and Founder of Illumination Partners, a consulting firm for CEO's navigating change. A trusted partner to C-Suite Leaders, Deb brings 25+ years of experience and strategy in Quality and Operational Excellence roles combined with her 20 years in the Flavors and Fragrance industry to support her clients as they work together to identify, assess, and solve the issues that are preventing their business growth. Deb is the author of the new book, The CEO's Compass: Your Guide to Get Back on Track.Deb teaches: Why confidence and mindset lead to higher visibility; How to be influential when presenting information and get the outcome you want with a powerful focus on legacy, chaos, survival, and teamwork, which have inspired leaders facing burnout to use actionable strategies for reducing stress, reigniting passion for leadership, and achieving results in days, not weeks, to get back on track. Certified as Lean and Six Sigma Blackbelt in Process Improvement, she has developed programs devoted to helping CEO's identify emerging leaders and understand “people'' are their greatest tool in their toolbox. Deb is a board member of Women in Flavor & Fragrance Commerce, (WFFC), and an avid Curler with the Cincinnati Curling Club. She is a mother of three and resides in Cincinnati, Ohio with her husband of 32 years. How to Reach Deborah CovielloEmail: deborah@coviellocm.comWebsite: https://dropinceo.comLinkedin: https://www.linkedin.com/in/deborahacoviello/Facebook: https://www.facebook.com/IlluminationPartnersLLC/Twitter: @DropinCEOInstagram: dropinceo
Kimberly's core values were formed early, influenced by her grandmother, who lived by the Golden Rule and was called to be of service to people in several organizations. Kim also follows the Platinum Rule: Treat others as they would like to be treated according to their needs.As a black woman in architecture, she has not only survived challenges but has been able to bypass many of them by initiating actions and forming organizations and alliances that paved the way for other women and BIPOC architects and smaller firms.Her personal challenge has been to manage the work she was assigned or generated for the firm with pursuing her larger vision. That led to her leaving the security of a large firm for 8 years for professional growth more in line with her mission. When offered a position back at HOK as a marketing principal, she returned, and her leadership opportunities have grown substantially. With the support of HOK, she has been able to pursue opportunities to markedly grow the number of black women in architecture, which still are sadly small and to be the first young President of the National Organization of Minority Architects (NOMA).Kim's work legacy became clear to her early in her career when as an intern she suggested the concept of SEED. In 2005 she co-founded the SEED (Social, Economic, Environmental Design) Network.She continually suggests new initiatives at HOK and other opportunities she recognizes as a need. Recently she has had an impact throughout HOK's 24 offices. No doubt there will be more innovations on the horizon. Listen in for more and her next steps on her work legacy journey.Quotes“The most important role of leadership at any level is securing the future, including looking for their successor.”"Learn to prioritize aligned with your vision. Use your time wisely.”TakeawaysFind anchors to help you stay grounded.If you show initiative and accomplish a lot, you will be sought after, to do more, even if you are young. Learn how and when to say “no.”If you leave an employer for something more aligned with your mission, you can go back again when the time is right.How to reach Kimberly:Email: Kimberly.dowdell@gmail.comWebsite: www.kimberlydowdell.comBioA licensed architect determined to make the world a better place by design, Kimberly Dowdell is based in Chicago with global design firm, HOK. Her professional experience has spanned from architecture to government and teaching to real estate development. In 2005 she co-founded the SEED (Social, Economic, Environmental Design) Network), which will always be part of her work legacy, and has been a LEED (Leadership in Energy and Environmental Design) accredited professional since 2007.Kim is a frequent speaker on the topic of architecture, diversity, sustainability and the future of cities. She is especially well versed in the issues challenging DEI & B in the field of architecture, an effort she led as the 2019-2020 National President of the National Organization of Minority Architects (NOMA). She worked closely with the board of directors and staff to increase opportunities for women and people of color to gain more equitable access to the building professions. In 2020, Kimberly was recognized as an American Institute of Architects (AIA) Young Architect of the Year awardee. She earned her Bachelor of Architecture at Cornell University and her Master of Public Administration at Harvard University.
Janine Fancolini is a breath of fresh air. Her work de-stigmatizing and shining light on brain health has been and will continue to be transformative. Her journey has had many twists and turns as she sought to galvanize mental and brain health experts to re-imagine the connection the brain has to our overall health. Janine has forged a broad and powerful path in her work-life journey. After choosing to leave her dream job as a private school administrator in NYC, she founded The Flawless Foundation - whose mission is to revolutionize the way the world perceives brain health and promote prevention and holistic wellness. Janine's work-legacy is about changing lives and giving back, first as a teacher, then school administrator, and now in mental health. She focuses on motivation and feedback, providing resources, changing people's lives, and giving them resources. The Flawless Foundation has developed a robust intern program and Janine loves to connect with people, collaborate and create change. Those who work with Janine always feel supported and are amazed at her boundless energy to make change happen in the realm of mental health. Her vision and work have been especially important during this pandemic. Recently, Janine has contributed to a compassionate leadership book, coming out in March as well as started a consulting program focused on digital media, mental health education, and criminal justice issues. In addition, they continue to provide resources such as the Flawless workshop, Gold flawless tattoos which signify what's flawless about us and the others in the room. There are so many ways to give back that are in line with work legacy, and it's never too late to start. nor is it too early. It's always too late if you haven't started.Takeaway: Mental health affects every single person. It's so common and everyone listening, please take some kind of action. Follow us, learn more, volunteer. This cause requires all of us. Quotes: “I've been lucky to do what I loved. I've never been stuck working in something I didn't like. My advice: Don't stay in something that's unfulfilling. Listen to your inner voice and remember, risks are worth taking.”BIO: Janine Francolini is the Founder of the Flawless Foundation, a nonprofit on a mission to revolutionize the way the world perceives brain health while promoting holistic wellness. She sits on numerous boards and is a frequent blogger that has been featured in many media outlets including the Huffington Post. She has advanced training in Collaborative Problem Solving, the Ruler Approach, Yoga, and Mindfulness. A sought-after speaker and consultant, Janine collaborates with clients in various industries on mental health advocacy, digital media, and wellness. Janine envisions a society where every person is understood and embraced as Flawless.How to reach Janine:Twitter: @flawlessgratsInstagram:@flawlessfoundationLinkedin:linkedin.com/in/janine-francolini-57999926Facebook: FlawlessFoundationTiktok: FlawlessFoundation
Chris is simultaneously building three entities as founder and CEO of Viable Markets, an advisory firm that provides strategic guidance on financial technology and fixed income market structure, and a start-up, BondCliQ and was most eager to talk on the podcast about his legacy journey enabling debt-free education through ViableEdu. As a Gen Xer, he watched corporate values in the 1980s veer to financial excess. That went against his core values of making things better for others and taking conscious action to do so. His current endeavors are aimed at accomplishing that with training and providing working examples in one's own life. ViableEdu is also an effort to "change the system”, that is, how financial institutions work and for students to get advice from diverse people.Students at ViableEdu range from college sophomores and seniors to other generations wanting to enter fintech, finance and entrepreneurship, a cross-generational opportunity to repurpose older professionals for a career change and/or to train others. And alumni of this virtual program are involved in campus recruiting for mutual benefit and to create a viable pipeline for employers and the industry. At the same time, it can improve firms' culture and operations.Quotes“People who share your values will gravitate to you.”“Don't sit on the sidelines.”“Giving back knowledge is the most impactful give-back.”TakeawaysStart your work legacy on day-one of work.Ask yourself, “What do I make possible for those who follow behind me?”Giving back doesn't have to be in financial form.How to reach Chrislinkedin.com/in/chris-white-bb39233https://viableedu.comhttp://www.viablemkts.comBioChris White's 21-year career in financial services has been primarily focused on market structure, technology and innovation. This included roles at MarketAxess, Barclays Capital, and most recently, Goldman Sachs. Currently, he is the founder and CEO of two companies, ViableMkts, an advisory firm that provides strategic guidance on financial technology and fixed income market structure, and BondCliQ, a start-up company that is building an innovative central market system for corporate bonds. In addition to those two ventures, he is the founder and editor of the Friday Newsletter (www.fridaynewsletter.com) and an adjunct professor for Columbia Business School and at the New York Institute of Finance where he teaches a course in market structure mechanics and electronic trading. In an exciting new development, Chris launched ViableEdu, a virtual professional development program designed to help individuals build knowledge and experience in fintech, finance and entrepreneurship. His aim is to help young people and improve firms' culture and operations with a well-trained diverse pipeline. In order to do that, he has built a virtual internship program to produce pre-trained talent, involve older professionals, and also make organizational change.A graduate of Brown University, Chris is also a regular contributor to Bloomberg TV and CNBC, and a prolific author of articles covering financial market structure and technology.
Susan's TED Talk, “How I Fail at Being Disabled,” attracted more than a million and a half views and added a new dimension and visibility to her desired career as an executive in and consultant to healthcare organizations and non-profits, which was already established. The TED Talk really launched her talent as a keynote speaker.During the podcast, Susan shares the story of how her vision declined into a legally blind status during college. This made her ambition to become a surgeon impossible. She reorganized her priorities and increased her appreciation of flexibility and adaptability and developed a career in the healthcare field using adjacent skills. As a consultant, she can develop plans that go beyond typical boundaries.Susan says she didn't face a strong challenge as a woman in business. She has worked with both men and women who have supported her goals. (They must have noticed her determination.) Her core values are: doing her best every day, Being inspired by her grandparents; a love of learning; and going beyond boundaries.Work legacy, she said, is evaluated by others. In our early careers, we are focused on ourselves. The next phase is about how you create an environment for others to succeed. That frequently happens with a team. At this point in her work legacy journey, she sees her next steps as taking her experience and accomplishments in health care and moving to a global space.Quotes“I'm constantly in diagnostic mode.”“Be a rising tide that lifts all ships.”“Big things can fall in place from many small things.”“Figure out how to put the proverbial comma at the end of a sentence.”TakeawaysAsking "How can we make things better?" really jazzes her.Playing the hand she was dealt, she was forced to pivot. Now the pandemic has forced everyone to pivot in some way and reorganize priorities.Create a personal Board of Directors.Unapologetically be yourself.Bio Susan Robinson's TED Talk, “How I Fail at Being Disabled,” attracted more than a million and a half views and added a new dimension and visibility to her desired career as an executive in and consultant to healthcare organizations and non-profits. As a keynote speaker and business adviser, Susan blends her 25+ years of multi-sector leadership with her experience being legally blind. She works with executive leaders of global firms and Fortune 500 companies and non-profits as well as universities and the United Nations. In her role as a business adviser, Susan partners with senior and executive leaders on enterprise-wide issues.Susan is an Executive Board member of the Penn State Alumni Association's Alumni Council and a Board Member of both the New York State Preferred Source Program for People Who Are Blind and InTandem Cycling.She received her Master of Public Administration in Health Policy and Management from New York University, and her B.S. in Health Policy and Administration from Penn State. And for fun, she is a tango dancer, yoga practitioner, and triathlete-in-training.How to Reach Susan:Website: susancrobinson.com Email: susan@susancrobinson.com
Currently Chief Financial Officer at the Major League Baseball Players Association, Tatia's focus on several sports organizations throughout her career was originally a happy accident, a result of her helping a friend's sports apparel company. Her B.S in Material Science Engineering would suggest a different path – the science and industrial space where she started. She discovered the key was to be prepared for an appealing pivot.As a black woman in business and not an athlete, even having earned an MBA, her overall challenges required her to work harder, be well prepared, show high competence and brand herself well. And the challenges made her bolder and resilient. She has been able to guide culture and drive innovation in a variety of industries including sports, transportation, media, publishing and service organizations.Her core values are: desire for continuous learning; compassion; provide opportunity for others; always do your best; and practice humility.Tatia defines a work legacy as what she'd like people to think of her; what people say when you're not in the room; and most importantly, what impact she had on others. Diligently she monitors her impact daily. That's dedication! – to making a positive difference, and course correct when necessary.With several senior executive positions under her belt, Tatia's legacy journey continues with sharpening leadership skills and fueling her participation on more Boards, both non-profit and for-profit. They will be fortunate to have her.TakeawaysThink seriously about the types of people and organizations you want to work with.Be bold, resilient and full of integrity.Use your success to serve. She asks herself regularly what service she has provided for others.Quotes“My actions are data points to me.”“Be a member of the change culture.”“Use your success to serve and to provide opportunity.”BioTatia Mays-Russell is a senior operations and finance executive with a strong record of cultivating change, guiding culture and driving innovation in several industries including sports, transportation, media, publishing and service organizations. She partners with business leadership to develop and lead strategic initiatives for start-ups, turnarounds and high growth scenarios. Tatia has worked in executive positions at Pfizer, the NBA, the National Lacrosse League, Scholastic, Deloitte and New York's Metropolitan Transportation Authority. Currently, she is the Chief Financial Officer of the Major League Baseball Players Association.Tatia holds a Bachelor of Science in Materials Engineering from Cornell University and an MBA from University of Pennsylvania's Wharton School.She is an active member of several community service-focused organizations including serving as Audit Chair on both the Board of Studio in a School, which fosters New York City youth's creative and intellectual development and the USA Badminton Board.How to Reach Tatia LinkedIn: https://www.linkedin.com/in/tatia-mays-russell-5a86362/Email: tmaysrussell@gmail.com
In this episode you will learn:Reasons why many people are seeking new meaning in their work and purpose nowOpportunities that strategic navigation of transitions presentWhy you might want to consider a mastermind focused on work legacy planning and action stepsWhat a true, supportive mastermind is, why and how it worksSteps in the processThe importance of experienced facilitators and community support and accountabilityThe outcome and transformation you will experience from participating in the processTakeaways Learning to make your work legacy relevant to the long-term benefit of entities you work with as well as your own career.The strength of structured mutual support and accountabilityThe opportunity for new horizons, growth and influence coming out of these extraordinary timesQuotes“One thing the pandemic has made clear is that none of us can effectively go it alone.”“Three ingredients are needed: having the motivation; developing needed abilities; and applying what's learned.”“Knowing what to do when you don't know what to do.”
As a super-networker and connector throughout her career, Leslie's core values are developing and maintaining deep, trusted relationships that are mutual, what she calls an entourage. She has been led by those values from her early career on, and that has enabled her to grow her influence and to follow her vision. She defines legacy as a vision which guides you. Hers is to create a world where gender equity is a given, not a goal.Interestingly, Leslie described an early career challenge as having lost her second job because she had too much confidence! That led to her entrepreneurial journey starting a series of businesses. Now she teaches and trains women to have more confidence, which she thinks men come by naturally.Gender equity was not her original goal when she started focusing on women's businesses, but rather it was helping women to get the tools to have successful, scalable businesses. After a great deal of research, which she constantly reads up on, her vision has centered on training women to step into leadership and be the best leaders. Going forward, starting in September 2021, she intends 75% of her effort to go to her vision of bringing all women the ability to be the best leader of all aspects of their life, not limited to career only. That is a huge aspiration, which doesn't faze her, and she knows that she can't possibly do that alone, so she intends to create a program to train other women to teach what she is teaching and “multiply herself.”Takeaways: Get in touch with yourself. Think about what lights you up in your career and pursue it. Develop the confidence to speak out and be a strong leader in whatever you do.Quotes“It's important, especially for women, to be surrounded by other leaders and have relationships with influencers who can make introductions.”“It's evident now that women need to learn what seems to come naturally to men.”“Be smart about choosing your significant other to achieve gender equity in your career and your own life.”BioAn entrepreneur for much of her career, Leslie founded 5 businesses. She has dedicated 25 years to helping women leaders, executives, entrepreneurs and CEOs reach their goals and live fulfilling lives. For the past 10 years, her work has been focused on developing women as confident leaders. For some of that time, she served as a chair/executive coach for Vistage International, a CEO peer group (all genders) organization.Currently, Leslie is Senior Fellow, Faculty Director and Educator, Executive Women's Leadership, at The George Washington University Center for Excellence in Public Leadership. Leslie leads the Executive Women's Program and Women Leaders on the Rise for high-potential women.Prior to starting Leslie Grossman Leadership, her training and coaching company, she co-founded the Women's Leadership Exchange (WLE). Preceding the Women's Leadership Exchange, Grossman founded and led an integrated marketing agency — CMA / B2Women. Grossman's first book, Sellsation! How Companies Can Capture Today's Hottest Market: Women Business Owners and Executives helped companies market and sell to the growing market of professional women. She also authored Link Out: How to Turn Your Network into a Chain of Lasting Connections.Leslie received a B.A. in psychology/business from The George Washington University, Washington, DC; attended graduate school at New York University in Counselor Education, and she is certified as an executive coach by Vistage International and in assessing emotional intelligence with EQi-2.0/EQ 360. How to reach Leslie:Email: leslie@lesliegrossmanleadership.com.Website:www.lesliegrossmanleadership.com
Valisha initially thought she wanted to be a prosecutor, but instead she decided not to go to law school and switched her interests to the financial services arena. Being a woman, a black woman in financial services is a rarity. And aside from a fairly brief detour to a start-up, she has worked in the corporate world, which she discovered suits her personality and desire for structure. The start-up “adventure” was a change of pace to building e-commerce in the retail industry.All of Valisha's endeavors, both in her career and outside activities align with her core values of giving back: being accessible as a mentor and providing access opportunities. At Morgan Stanley, she has stayed connected to both the technology and DEI spaces. One example is leadership in a joint venture between Cornell and Morgan Stanley. This gives her a platform for impact through the opportunity to scale.Takeaways:She advises students and young workers to be continuous learners.Make sure students and young workers know how to get involved.Raise your hand for opportunities, and give back.It's never too early to start on an intentional path to a work legacy. Look for the space to pursue it.Quotes:“Always be a “value-added” while developing a core competency”“Think: What do I care about? What that's especially meaningful to you can you do with your time?”“Think: “What resources do I have? (contacts, talent, through your employer) What more could I be doing? What extra step?”How to reach Valisha:Https://.www.linkedin.com/in/valishagravesTwitter: @valishagraves Bio:Valisha Graves is an Executive Director in Wealth Management at Morgan Stanley. When we hear of Morgan Stanley, we usually think of financial services and advisors. But Valisha's role is different. She leads the Account Onboarding Fraud Control and Product Strategy team in Field Strategic Services. She joined Morgan Stanley's ModelWare team in 2005 as a Product Manager responsible for a portfolio of Fintech applications - specifically stock valuation, supply chain, profitability maps, leverage buyout and cross-asset analytics. Previously she was a Business Technology Officer for Investment Banking and Global Capital Markets at Morgan Stanley. Her career includes a brief stint at an e-commerce start-up, experience in Financial Planning & Analysis at Lehman Brothers, and Management Consulting at Ernst & Young.And her interests go way beyond Fintech. Valisha has been very active in the Diversity, Equity & Inclusion (DEI) space for many years at work and in volunteer activities at her alma mater, Cornell University. She helped launch EDIT (Enhancing Diversity in Technology) at Morgan Stanley, the first Wall Street forum aimed at Black and Latino technologists. She is a member of Cornell University Council, and Black Alumni Association (CBAA) and chairs the Development Committee of Cornell Mosaic. Most recently she was selected for a term as Chair of the President's Council of Cornell Women (PCCW).Eight years after her AB in Government/International Relations from Cornell, Valisha added to her credentials with an MBA from Columbia University. In recent years, she has taught Communication Skills for Technology Professionals at Baruch College (CUNY) and lectured on Fintech Strategy at three other university business schools. Among her awards, she was selected in 2019 as a 92nd Street Y Women in Power Fellow, and she is a Trustee at her high school, Suffield Academy, where she was A Better Chance Scholar.
Glen's path didn't become clear to him until his mid 40s, when as a management consulting partner at PriceWaterhouseCoopers, he realized he was increasingly dissatisfied with how he felt at work every day. He enjoyed the problem solving, the intellectual challenge of working with businesses and their issues, but he felt something was missing. He had turned away from his purpose. From that point, Glen' s journey has been filled with a number of pivots and leaps of faith, always keeping in mind his purpose. Glen has always felt that the way to solve problems and create opportunities for people was through understanding the way the world works, and the mechanics of policy, economics, business, and nonprofits.Glen is fond of epiphanies, and The Wealth and Giving Forum created an environment in which people could have epiphanies about what their wealth meant to them and how to use it with meaning. Glen made an astute observation about impact investing: "This is not about philanthropy; this is about money. This is about money and how it circulates in our society.” And venture capitalist Ross Baird reminded him, "You can't think and behave this way with one pocket and another way with the other pocket. It's all one." Glen also hadn't given much thought about the word legacy until he heard the stories of Alfred Noble's rare “life history do-over” and billionaire Ken Behring's journey to creating the Wheelchair Foundation. He realized he had never thought about what people would say about him when he moves on, which is a very helpful thing to help you pinpoint your legacy. This epiphany was highlighted by Ken's words at a WGF meeting "Don't do what I did. Don't just accumulate and wait until you're 74 to find purpose and happiness in life." From this, Glen hopes people will look for their purpose and legacy early, because you can miss it.Glen has high hopes for younger generations' ability to address injustice and trauma. Injustice anywhere, is injustice everywhere; trauma in one place can lead to trauma in another. "It's not just about the policy and government, it's what we do at our workplaces." Millennials are pushing corporations to adopt beliefs, policies, attitudes and cultural mores that will not result in trauma that manifests itself when people interact with one another. Takeaways: Curate conversations that help you decide your purpose. Align work and money with your values and create a legacy through investing in yourself, your work, your community, impact investing and philanthropy.Sometimes you have to give up who you are to become who you want to be. And it's hard, like a reptile that has to shed its skin. There is no straight path to a legacy at work. Glen believes that who you owe an answer to at the end of your life is yourself! Don't get to the end and imagine you missed it. Take risks to make what you believe in happen. Quotes: “Wine, is a subject that no one can master, just like it's hard to master yourself.”“At the end of the day I think it's your heart and your belly that rules.” “Reflect on yourself. You don't have to be a billionaire to do that. At any level you can decide what you want your intended legacy to be.How to reach Glen: shoot him a message on LinkedIn.LinkedIn: https://www.linkedin.com/in/glen-macdonald-5915ba5/Bio: Glen Macdonald is a Senior Vice President at Morgan Stanley and Co-founder and Chairman of the Wealth and Giving Forum (WGF). The Forum promotes values-aligned and strategic capital allocation among families and private foundations that seek positive social and environmental outcomes. Glen is a recognized leader in the impact investing and philanthropy fields. Glen was a recipient of a Ford Foundation Fellowship at the Harvard Center for International Affairs and a Fulbright Scholarship to conduct research in Mexico. His academic research and publications focused on economic development, foreign direct investments, and the formation of common markets. Glen serves on the Board of the Borough of Manhattan Community Foundation and the Board of the Intentional Endowments Network. He received his B.A. with highest honors in political science and economics and his M.A. in international relations, both from University of North Carolina - Chapel Hill. His interests and hobbies include travel, history, tennis, skiing, and wine.
Alex Wolf starts with the premise that traditional education is not serving talented kids, resulting in disengagement and poor self-esteem among learners. With a robust research team, a clear set of sequenced research questions and design systems for patterns and spatial skills, Alex, and the team at Na2ure believe it is possible to impact learning and its emotional component to align talents and motivation. Alex's epiphany and pivot was the birth of her daughter. Alex wanted to give parents confidence, joy, and to make the time that they spent with their children, special. She decided to make games, toys, puzzles, and books that you would keep reaching for to find the magic in the moment. Alex's perspective begins with the concept of joyousness. As you grow in adulthood, if you still have questions, you're still reading, you're still wondering, you are starting your own self education. Using joy to create opportunities for parents and kids to imagine and wonder about what they see, how they can draw or create something, and make it, it becomes tangible. While the natural world is one of biggest ordered, yet unordered systems, Na2ure aids learning in a visual mode for all ages. It encompasses things like weather, plants and more. Alex wants people to start priming their eyes to nature and its relatedness. For example, a spiral, a curled fiddlehead fern, a seashell, a hurricane, the galaxy and more. Her motto: Take back wonder.With her own path in mind, Alex wants to help people find what they're good at, what gives them pleasure, which will lead them to pursue learning more on their own.Alex was deeply influenced by Richard Wurman: “Design a life that you want to live”. Your job is to create your own livable life. Don't let fear stop you, do interesting things and become an interesting person. Do things that are worth doing. Listen to where your heart takes your curiosity. Alex believes it's time to shake things up. It's time to be brave, step up and change how we're delivering a lot of learning. It needs to be more fun. There needs to be more time spent physically moving through and exploring nature, so we can connect and make necessary changes. It's the alphabet of natural forms that we'll need to use in design. The radical shift that needs to occur will come from learning more about nature, so that we don't destroy her, and are able to live with her. The more we learn about her, we will stop destroying habitats, species, and ecosystems.Alex's perspective is that it's important that we start respecting individual skills and individuals, for people with those skills to learn what they are attracted to and what they're drawn to. From cradle to career, we are hierarchizing jobs and employment which will only make life more challenging. We value the work of a doctor over the work of an essential employee, even though we need both of their work every day. All the displacement and unhappiness our manufacturing segment has experienced, including the exodus of jobs from the US needs to be reimagined. All those who are spatial learners, including our builders and our artists and our plumbers and electricians are part of a segment that needs to be re-built with a fresh perspective. Our plumbers and electricians are just as important as our engineers and their skills set needs to be recognized and rewarded, the old class structure, white collar, versus blue collar is no longer relevant.To Alex the future is green in color and bright. She believes we all need to see ourselves as green employees of the future. That will help us live sustainably and not perish, which is a critically important task. We all need to see where we can add value to how we solve problems, from a multitude of perspectives. We can and must change how we see ourselves, the natural world, and our participation in it.Takeaways & Quotes:Alex's father told her that you will know when you've succeeded in your field, "When people can't discuss your field without discussing you and your contribution to it."I tried a lot of things. I trusted my own curiosity, and as Rilke would say, “live the questions until you live your way into the answer.” Alex had this faith that this perspective would lead her to where she needed to go. “Take back wonder”Richard Wurman says, “Design a life that you want to live”. Your job is to create your own livable life.Being the only person without a PhD in the room was the key to my success.The future is green-collar.How to reach Alex: Twitter, na2ure.com or na2ure.org na2ure on Instagram and na2ure on Facebook.Bio:Alex Wolf had a playful childhood and a bang-up education at a NYC girl's school, Exeter, Rhode Island School of Design and in programs abroad. Ever since, she has been trying to dissect her RISD know how and give it to children in breadcrumb-sized pieces, one bit at a time. As an artist/designer/inventor, she researches and designs for spatial intelligence with a multi university team. Her PatternABC is in use at NASA and has been tested for UNICEF. She co-authored a chapter on the pattern ABC for the first textbook on Biomimicry due in 2022 from Elsevier. She designs systems for learning: a pattern alphabet for natures core patters, a periodic table of biology to help make a formula for an animal or plant; and a motion alphabet to introduce babies and toddlers to motions and positions to understand spatial relationships before, and then as they gain, language. Convinced that children are bright creative thinkers, from 0-5 especially, and need literal and figurative space and tools to express that creatively, she works in how they see and perceive space, form, pattern, and motion.
Julianne Zimmerman is a leader who wants to be remembered as somebody who was always game for “good trouble”. She is passionate about investing in founder teams who are creating value with their businesses and whose businesses will go on to create still greater value for their stakeholders. The BIPOC (black, Indigenous and people of color) teams are also about racial, social, gender and economic justice, along with social resiliency and financial returns. She is committed to working with aspiring entrepreneurs to help them to acquire the resources, the skills, the perspectives that they need in order to be successful, because she hopes they will become significant legacy creators and changemakers and impact leaders. For her, focusing on the things that have the potential to create real good in the world is what makes work interesting and worthwhile.Julianne's journey from a 16-year-old college student focused on becoming an astronaut to innovative financier with an eye towards social justice has had many twists and turns and provides lessons we can all relate to. Her dual degrees from MIT in humanities and literature and aeronautical and astronautical engineering, provided different kinds of critical thinking and have informed Julianne's journey to her current work at Reinventure Capital. Julianne believes it takes a purpose built and proven approach to cultivate transformative value and to collaborate, to drive positive financial and social impact for the greater good. She has approached that proposition from several different vantage points and different roles in different industries. Julianne is currently focused on Reinventure Capital which is an impact investing practice. They invest exclusively in US-based companies led and controlled by BiPOC and or female identifying founders who are growing profitable enterprises. It is about creating wealth, opportunity, economic value and social value in a way that continues to generate still more value. It is not a quick turn over but investing in founder teams who are creating value with their businesses and whose businesses will go on to create still greater value for their stakeholders. That is a legacy endeavor about racial and social, gender and economic justice, but it's also about social resiliency and financial returns. She is also working with and mentoring aspiring entrepreneurs to help them to acquire the resources, skills, and perspectives that they need in order to be successful. She hopes they are going to become significant legacy creators, changemakers and impact leaders. She offers her insight and assistance so that they can be successful, hoping to remove some of the impediments for them so that they can be more successful sooner. An auspicious legacy. Takeaways:Ask questions in a different way. Don't take the received wisdom too seriously. Don't assume that just because there's “a way things are done”, that, that's the best way to do those things or that it's the only way. It's important to have a practice in your life, whether that's spiritual, exercise, meditation, drawing, journaling that gives you the opportunity to connect with what you care about. To give you a bit of clarity every day and help connect you with at your core, what matters to you. Don't allow yourself to be dissuaded from your passions and interests, even if they seem to be completely disconnected and unrelated. They will make sense and they will have value in ways that are impossible to know in advance. "People as they mature, tend to reach a certain point and say this far and no further. And that's really the point at which they begin to die." So, to continue being curious and impassioned and purpose driven is really to continue to be alive and growing. Julianne intends to continue living and growing right up until death.Quotes:“Share your vivacious way of thinking with the people around you”.“Bring the perspectives and experiences and skills you have to bear, in a way that creates new possibilities and generates real good in the world”.How to reach Julianne: Email: julianne@reinventurecapital.comLinkedIn:https://www.linkedin.com/in/juliannezimmerman/Twitter: https://twitter.com/juliannezimBio:Julianne Zimmerman's professional passion is putting technology and capital to work for the greater good. For the past several years, Julianne has integrated all of her education and experience for the benefit of Reinventure Capital. Reinventure Capital takes a purpose-built and proven approach to cultivate transformative value and collaborate to drive positive financial and social impact. The company invests exclusively in US-based companies at breakeven that are poised to grow profitably and are led and controlled by BIPOC founders and/or womxn founders of all identities who are largely overlooked by mainstream investors.Julianne writes and speaks on innovation- and strategy-related themes for domestic and global audiences, including GreenMoney, GreenBiz, Sloan Women in Management, Sloan EMBA, GIST Global Entrepreneurship Bootcamp, High Water Women, We Own It Summit, All-Russia Innovation Convention, among others. Julianne holds two undergraduate degrees from MIT in Humanities/Literature and Aeronautical and Astronautical Engineering, an MS in Aerospace Engineering from the University of Maryland. She was twice a finalist in the NASA astronaut selection process. She teaches Innovative Social Enterprises at Tufts. A frequent speaker, reviewer and judge for innovation and entrepreneurship programs in the US and abroad; she currently serves on the MIT Venture Mentoring Service and as a mentor with WPI, the Majira Project, and others.
Gary consciously aims to leave whatever he is involved with better, setting a positive example. That invigorates him. His core values are integrity and principled leadership. At times you may be devoted to something that disappoints you. Gary found that in recent years with the Boy Scouts, who he no longer felt were living up to their principles, and he decided to act to make change together with his daughter. Listen to the inspiring achievement on this podcast episode.His pivotal moments in his career and life came from activities beyond his legal work. He didn't start out to be a civil rights activist, but the passion evolved starting in the early 1990s on the Columbia University campus when he saw there was more to life than what his early legal assignments were directed to. He found he was good at building teams to solve problems, and he has built a strong community of activists to call on.For many years, Gary has been active in carrying out projects in the non-profit world as he recognized needs and sees ways to make a meaningful contribution. That juices him. Hear what he's planning next.Gary's takeaway advice is not to be concerned with other's expectations of what you should be doing but rather to run with your passion and bring others to share it. That's his idea of a life worth living.Bio Gary Ireland: Employment Attorney, civil rights activist and so much more!Gary is a relentless advocate for inclusion and non-discrimination. An exciting example: He participated in a multi-year advocacy and media campaign working with his family, the National Organization for Women, and local elected officials resulting in young women successfully becoming full members in the previously all-male Boy Scouts of America. The initiative resulted in over 200,000 new female Scouts and a new name for the premier program: Scouts BSA. Gary helps executives maximize income and benefits when joining or leaving a company, enhancing severance, and, if necessary, asserting legal rights in court. Gary seeks to bring out the best in everyone, whether working with executives, employees, or start-ups and small businesses as outside General Counsel. His litigation experience spans high profile matters to lesser-known matters where Gary works behind the scenes to help executives maximize their outcome. Gary received the NAACP legal prize, “Footprints in the Sands Award”, also the legal award from the Bella Abzug Leadership Institute, and the “Champion for Progress” recognition from the National Organization for Women. We think he sets an excellent example for Legacy-Makers@Work's audience for his intentional pursuit of a purposeful legacy. Contact Gary Ireland at Gary@Irelandlaw.nethttps://www.linkedin.com/in/gireland
Rachel Happe – Community Engagement AdvancerRachel Happe is a new kind of leader that, in her words, “convenes, connects, nudges, and engages.” Particularly as a woman she can create friction with traditional leadership models in the commercial setting.”Rachel believes in the power of community to enable human potential and is fascinated by social dynamics and false truths. Co-founder of The Community Roundtable, she has spent the last 25 years helping organizations implement emerging technologies to advance their business strategies. Her work focuses on how networked communications environments transform how people work, their productivity and their personal satisfaction by aligning their passions, skills, and relationships. Her purpose in co-founding The Community Roundtable is to support organizations in using community governance models to pursue agility and innovation.Like many people looking at their own career, Rachel says her journey so far at first seemed disjointed and opportunistic. But she told us following her transition from the Pentagon to management consulting to technical product executive to analyst covering social technologies gave her the right experience and perspective where and when that combination of expertise was most needed. The resources she brought were overkill for years; then her business took off when the market was ready to embrace the tools and organization needs to address the transformation of their management and culture.She loves challenges and that is pivotal to her career journey, but she grew up with a lot of imposter syndrome. She was surprised by how many people were impressed by her writing. Running her own business, having to take responsibility for success and failure, helped her to get over the imposter syndrome. The desire to integrate the various pieces of life and work examples came from the family she grew up in. Her mother was a community organizer and her father a minister. And she was fortunate to work with a mentor who helped her understand that the things she is good at were not common.When we asked her, Rachel said she doesn't think about her legacy very often. She didn't set out with an intent, and she discovered her way. Her definition of work legacy is all the people you influence and how that affected their decisions. Do we live on with the people we touch?What's next for Rachel? As always, she is looking for patterns and the next big, audacious thing for her, perhaps in the civic world. “We are always becoming.” Listen to the episode for more on her intriguing legacy journey, takeaways and advice.BIO: Rachel Happe (@rhappe) is a Co-Founder and Principal at The Community Roundtable.The Community Roundtable collaborates with clients to develop proven, practical strategies for better engagement. Clients rely on TheCR's models, research, and expertise to advance their community's performance.Rachel co-founded The Community Roundtable to support business leaders in developing their community, collaboration, and engagement strategies. Clients including AMEX, City Year, AAAS, EA, Ciena, the Canadian Medical Association, and the World Bank Group benefit from Rachel's ability to make sense of abstract trends and her ability to see the implications that technical and operational decisions can have on people and processes.Rachel has over twenty-five years of experience working with emerging technologies including enterprise social networking, eCommerce, and enterprise software applications. Rachel has served as a product executive at Mzinga, Bitpass, & IDe, and as IDC's first analyst covering social technologies. She started her business career as an analyst at PRTM. linkedin.com/in/rhappeWebsites· twitter.com/rhappe (Twitter)· communityroundtable.com (Company Website)Email: rehappe@gmail.com
Welcome to the Legacy-Makers@Work podcast. The Legacy-Makers@Work podcast is especially created for mid-career aspiring leaders, and Gen Xers, seeking to craft an intentional work legacy despite the pressures of a busy, complex life.Today's guest is Stewart Levine, a Baby Boomer who, though he was not dubbed a “resolutionary” over 20 years ago, had started on that path way back then toward his intentional work legacy. Listen up to the podcast to find out what a resolutionary is and how he determined to make that his life's work through a career with several twists and turns, some clearly unexpected. Isn't that how life generally works, especially in these unpredictable and challenging times? Stewart Levine is the founder of ResolutionWorks, a consulting, training and coaching firm. He creates agreement in the most challenging circumstances and helps organizations create human alignment. He began as a lawyer, served as a Deputy Attorney General in NJ and was the managing partner of his own law firm. Stewart currently teaches nationally to many Fortune 500 companies. He wrote "Getting to Resolution: Turning Conflict into Collaboration in 1998 and “The Book of Agreement" and co-authored and/or edited others for lawyer and broader audiences. And displaying another talent, he is currently writing one poem a day for his anthology of poetry called "Pilgrims Path: Morning Practice for Seekers."We were eager to have him as a guest for our audience because, as you will hear, he has been on a journey to his purposeful work legacy for well more than 25 years – to him it came early - and illustrates it is not too soon to start figuring it out.Having spent a substantial number of years in a legal career in various environments and roles, he realized it was not for him. He proved he was a very successful problem-solver, but law was too much more about protection of property than people, which was against his main core value of care and concern for other people. Looking for a career transition, he took the opportunity not to totally leave law, but in a totally different role – a good lesson for disgruntled lawyers. Taking advantage of educational opportunities, he changed his “identity", that is, how he was perceived, even to his family. He explains the journey in the podcast.Some of his pithy and memorable insights you will hear are: All problem-solving led him to a great learning journey.Appreciate the power of our own intention.Listen to and follow your own inner voice without analyzing. You'll discover your true legacy there.Contact Stewart at resolutionworks@msn.com, BIO: Stewart creates powerful partnerships. As a lawyer he realized fighting is ineffective in resolving problems. At AT&T he realized collaborations fail because people do not create shared vision and a road map to results. His bestselling book Getting to Resolution: Turning Conflict into Collaboration (Berrett-Koehler) was an Executive Book Club Selection; Featured by Executive Book Summaries and called “a marvelous book” by Dr. Stephen Covey. The Book of Agreement (Berrett-Koehler) has been endorsed by many thought leaders, called more practical than the classic Getting to Yes and named one of the best books of 2003 by CEO Refresher (www.Refresher.com). He Co-Authored Collaborate 2.0. In addition to his consulting, coaching and mediation work he teaches for The American Management Association and has served on the faculty of University of California Berkeley Law School and Dominican University Graduate Business School. www.ResolutionWorks.com You can find his poetry at www.PilgrimsPath.life Social Media: https://www.linkedin.com/in/stewart-levine-418725/Twitter: @StewartLevineInstagram: stewart.levine.77Facebook: https://www.facebook.com/stewart.levine.77
Episode 4 – GUEST: JESSICA ROBINSON Jessica Robinson is a cybersecurity entrepreneur with a difference. One of her highest core values is Love, and it shines through her mindset, actions, and how she relates to clients, and people who work with her. She is CEO at PurePoint International, and their brand Consciously Secure Living (CSL). In her words, “she helps CEO's create safety, security and love in companies and communities around the world.” This goes way beyond cybersecurity work for clients and focuses on helping underrepresented and vulnerable populations, particularly people of color, women and black communities. That's the worthy legacy journey she is on, and it started when she was in her early 30s.Generationally, Jessica, a “Millennial/Gen X cusper” exhibits typical attributes of both generations. And as a talented young black woman, she has already experienced many challenges in her career, which she shares on the podcast. While a rising star at Target in the area of security, Jessica tells us about a wonderful mentor she worked with during her corporate career who encouraged and supported her to be herself. Jessica shares her vision for PurePoint, which she founded 8 years ago based on her values as the centerpiece of everything she does, how she treats people and the direction she has been leading the company. From a client base of small companies and non-profits, she has grown the company to handle large corporations with her network of specialist collaborators.From the early days creating and expanding PurePoint, Jessica has been very generous with her time for a number of organizations and boards. Jessica has considered her work and thought leadership as her intentional work legacy. Listen to this episode of Legacy-Makers@Work to learn how and where she is planning to keep building it. You'll be inspired!BIO: Jessica Robinson is the CEO of PurePoint International, which helps leaders bridge the gap among data security, cyber risk and privacy by providing cybersecurity consulting and training for financial services, insurance and other middle market global companies. PurePoint received an award for International Affairs and Women's Security from Jaycees Philippines-New York Chapter. Jessica has been featured in The Root, BBC, Bustle, CNN, Mother Jones, #sharethemicincyber social media campaign and interviewed by radio and talk shows, and podcasts. She is a Women's Media Center SheSource Expert. She has spoken at the Women in Tech Cyber Summit USA-NYC, Women of Silicon Valley, Lesbians Who Tech + Allies, Women's Economic Forum, The Hague, United Nations, U.S. Capitol, Microsoft, ISACA - NYC amongst others and has published articles with Security Director Magazine. Jessica received her BS in law and security at Western Illinois University and a Master's in Public and International Affairs with a focus in Security and Intelligence Studies, with an East Asian Studies Certificate from the University of Pittsburgh. Jessica is also on the board of the authentication technology company Netlok and World Pulse.org.https://the-purepoint.com/https://www.linkedin.com/in/jessica-a-robinson-she-her-22740311/https://twitter.com/jessrobin96
WE BEGIN OUR STORIESPhyllis and Liz decide to interview each other and open up about their legacy journeys so far as examples of the path and process they have been following. What is happenstance, what has been intentional, and what has been an evolution in thinking and grabbing opportunity?They talk about their definitions of work legacy, the role of vision vs. passion, and planning, tools and timing.Then a peak at what's coming next. Come back for more!PHYLLIS WEISS HASEROTPhyllis Weiss Haserot, “the cross-generational voice,” is a facilitator, marketing/business development strategist, speaker, podcaster, and best-selling author focused on the business of uniting People, Purpose, Potential and Profits across the generations at work. She is the foremost workplace champion of cross-generational conversation. Phyllis brings multi-generational perspective, curiosity, extensive marketing and conflict experience to help organizations solve intergenerational challenges with both clients and external stakeholders and for internal teams in order to achieve greater GENgagementtm harmony, productivity and profit.Fostering inclusion and belonging has always been a part of her work since an early career as an urban planner. Over three decades as President of Practice Development Counsel, Phyllis has been a trailblazer as both business development consultant to professional service firms and on multigenerational workplace solutions. Phyllis is co-host of the Legacy-Makers@Work podcast and author of You Can't Google It!, Embrace GENgagement and The Rainmaking Machine.pwhaserot@pdcounsel.comhttps://youcantgoogleit.comhttps://linkedin.com/in/pwhaserotTwitter: @phylliswhaserotLIZ STERN Liz Stern is a trusted and accomplished advisor and expert on legacy and leadership development, philanthropy, business strategy and succession planning. Liz is also a speaker and the co-host of the Legacy-Makers@Work podcast. A former investment banker, Liz guides individuals, corporations, foundations and others to imagine and reframe their perspective and create flexible plans and roadmaps to achieve their goals in business and in life, using tools developed from travel to over 115 countries. Liz enables clients to gain perspective, develop a work and life legacy plan, empowering them to focus their goals, pivot and take action. Clients have invested and contributed over $100 million dollars to address economic, social and humanitarian challenges and drive social impact and global change. Liz is founder of Global Giving Advisors and co-founder of CovidCourage (https://covidcourage.is/).“Creating a legacy and a life well lived, is measured by intention, motivation, purpose and profits.” Liz@Lizstern.comhttps://www.lizstern.com/https://www.linkedin.com/in/liz-stern-49b05a8/https://twitter.com/LizSternGlobalhttps://www.instagram.com/lizsternglobal/https://www.facebook.com/LizSternGlobal
Phyllis and Liz decide to interview each other and open up about their legacy journeys so far as examples of the path and process they have been following. What is happenstance, what has been intentional, and what has been an evolution in thinking and grabbing opportunity? They talk about their definitions of work legacy, the role of vision vs. passion, and planning, tools and timing. Then a peak at what's coming next. Come back for more!LIZ STERN Liz Stern is a trusted and accomplished advisor and expert on legacy and leadership development, philanthropy, business strategy and succession planning. Liz is also a speaker and the co-host of the Legacy-Makers@Work podcast. A former investment banker, Liz guides individuals, corporations, foundations and others to imagine and reframe their perspective and create flexible plans and roadmaps to achieve their goals in business and in life, using tools developed from travel to over 115 countries. Liz enables clients to gain perspective, develop a work and life legacy plan, empowering them to focus their goals, pivot and take action. Clients have invested and contributed over $100 million dollars to address economic, social and humanitarian challenges and drive social impact and global change. Liz is founder of Global Giving Advisors and co-founder of CovidCourage (https://covidcourage.is/).“Creating a legacy and a life well lived, is measured by intention, motivation, purpose and profits.” Liz@Lizstern.comhttps://www.lizstern.com/https://www.linkedin.com/in/liz-stern-49b05a8/https://twitter.com/LizSternGlobalhttps://www.instagram.com/lizsternglobal/https://www.facebook.com/LizSternGlobal PHYLLIS WEISS HASEROT 146Phyllis Weiss Haserot, “the cross-generational voice,” is a facilitator, marketing/business development strategist, speaker, podcaster, and best-selling author focused on the business of uniting People, Purpose, Potential and Profits across the generations at work. She is the foremost workplace champion of cross-generational conversation. Phyllis brings multi-generational perspective, curiosity, extensive marketing and conflict experience to help organizations solve intergenerational challenges with both clients and external stakeholders and for internal teams in order to achieve greater GENgagementtm harmony, productivity and profit. Fostering inclusion and belonging has always been a part of her work since an early career as an urban planner. Over three decades as President of Practice Development Counsel, Phyllis has been a trailblazer as both business development consultant to professional service firms and on multigenerational workplace solutions. Phyllis is co-host of the Legacy-Makers@Work podcast and author of You Can't Google It!, Embrace GENgagement and The Rainmaking Machine. pwhaserot@pdcounsel.comhttps://youcantgoogleit.comhttps://linkedin.com/in/pwhaserotTwitter: @phylliswhaserot
Legacy-Makers@Work is specially created for mid-career aspiring leaders seeking to craft an intentional legacy at work despite the pressures of a busy, complex life.We will share interviews to inspire, educate and awaken your desire to transform your personal and organizational vision to a proud legacy – connecting what's in our hearts and in our heads with purpose and profit.