Podcasts about abn amro bank

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Best podcasts about abn amro bank

Latest podcast episodes about abn amro bank

Critical thinking, critical issues
The future of wealth management: Balancing innovation, regulation, and client expectations

Critical thinking, critical issues

Play Episode Listen Later Apr 10, 2025 13:02


In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Recorded live at Mercer's Global Investment Forum, together they explore how the wealth management industry is adapting to shifting client expectations, regulatory pressures, and advancements in technology.Key takeaways include:Evolving client expectations: While the fundamentals of wealth management remain unchanged, clients now demand greater personalisation, transparency, and access to alternative investments.The role of AI and technology: AI-driven tools are helping to streamline operations, improve client communication, and enhance investment decision-making. However, firms must balance automation with the human relationships that remain central to private banking.Navigating regulatory challenges: Increasing compliance requirements place significant demands on IT budgets and resources, forcing firms to prioritise innovation while meeting regulatory obligations.The rise of private markets: Alternative investments, particularly private equity, are becoming more accessible to wealth management clients. However, challenges remain in fund selection, operational due diligence, and scaling access to a broader client base.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract. Read our full important notices - click here

Leadership Lyceum: A CEO's Virtual Mentor
“Leading Explosive Growth” with Dan Bane, Retired President and CEO of Trader Joe's

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jan 22, 2025 81:16


Welcome to Episode 28, Season 9 of A CEO's Virtual Mentor®  In this compelling episode of Leadership Lyceum: A CEO's Virtual Mentor, we are joined by Dan Bane, the retired CEO of Trader Joe's, to explore the remarkable journey of leading one of the most iconic brands in modern retail through a period of unprecedented growth. From 2001 to 2023, Trader Joe's expanded from 150 to 547 stores, maintaining its unique culture, customer-centric approach, and reputation for excellence. This conversation dives into the leadership strategies that guided this transformation, offering invaluable lessons for CEOs and board members navigating rapid growth.  The episode is divided into five insightful segments:  A Brief History of Trader Joe's: A look back at the company's origins under founder Joe Coulombe and its transition into a national retail powerhouse following its acquisition by Theo Albrecht.  Dan Bane's Leadership Journey: From his roots in accounting and retail to his role as CEO, Dan shares how his experiences shaped his approach to leadership and decision-making.  Managing Explosive Growth: Drawing on Steven Bragg's framework from his book Managing Explosive Corporate Growth, the discussion highlights how Dan balanced strategy, operational efficiency, and culture to navigate geographic expansion and product innovation.  Trader Joe's Seven Core Values: Dan reflects on the values he introduced as CEO, including integrity, a product-driven mindset, and a “wow” customer experience. These principles were pivotal in fostering accountability, innovation, and a scalable culture that remained true to Trader Joe's identity.  Lessons Learned: In the concluding segment, Dan shares parting insights on leadership, emphasizing the importance of talent development, customer connection, and a relentless focus on continuous improvement.  Program Guide A CEO's Virtual Mentor Episode 28 “Leading Explosive Growth” with Dan Bane, Retired President and CEO of Trader Joe's  0:00 Introduction to the program and to guest, Mr. Dan Bane, Retired President and CEO of Trader Joe's. 4:27 Part 1: A brief history of Trader Joe's 9:21 Break 1 9:36 Part 2: Dan Bane's experience leading to Trader Joe's 14:40 Break 2 15:02 Part 3: Becoming CEO and the Trader Joe's seven core values formation 22:05 Break 3 22:55 Part 4: Becoming CEO and the Trader Joe's seven core values formation 33:44 Break 4 43:57 Break 5 1:02:35 Break 6 1:03:02 Part 5: Managing explosive growth reprised, lessons learned, and parting thoughts 1:18:24 Closing comments  We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast.  Informative and Helpful Links  Amazon.com: Managing Explosive Corporate Growth eBook : Bragg, Steven M.: Kindle Store         Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 23 years in management and leadership consulting he has served a wide array of corporate clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 34-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Join the Lyceum Circle of Leaders® a community of forward-thinking leaders dedicated to improving leadership through shared intelligence. Please spread the word among your fellow executives and board colleagues.  Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.          This podcast Leadership Lyceum: A CEO's Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2025. All rights reserved.   

Leaders in Finance Podcast
#171 - Dan Dorner - Member of the Executive Board of ABN AMRO Bank - from proving to improving, 25 years experience, banana story, rejection, Romania

Leaders in Finance Podcast

Play Episode Listen Later Dec 17, 2024 54:54


This week, the Leaders in Finance podcast welcomes is Dan Dorner, member of the Executive Board of ABN AMRO Bank.  Dan is a banker and executive with over 25 years of experience in the financial sector. Since November 2021, he holds the position of Chief Commercial Officer Corporate Banking at ABN AMRO. Dan Dorner earned his bachelor degree in banking and capital markets and an MBA in business administration, supplemented by various management courses at institutions such as Nyenrode, IMD and INSEAD.   Finally, he has two kids, is married and grew up in Romania and currently lives in Amsterdam.     *** Books:  Man's Search for Meanin

IBS Intelligence Podcasts
EP774: How CBA's Transaction Due Diligence solution is helping ABN Amro trade finance

IBS Intelligence Podcasts

Play Episode Listen Later Oct 10, 2024 10:33


Frans Westdorp, Product Owner Trade Finance, ABN AMRO Bank & Richard White, Head of Trade Finance, Commercial Banking Applications (CBA)ABN AMRO Bank recently went live with Norwegian software vendor Commercial Banking Applications' Transaction Due Diligence (TDD) functionality within CBA's IBAS GBF - Global Banking Factory. The bank is now using TDD across its global trade finance operations to monitor transactions and flag suspicious activity, helping to combat financial crime and ensure full compliance with national and international regulation. Robin Amlôt of IBS Intelligence spoke to Franz Westdorp of ABN Amro (pictured) and Richard White of CBA about the implementation and the efficiencies it has created. 

Scam Rangers
Empowering Customers Against Scams: The Power of Storytelling, A conversation with Kathelijne Swaak and Niels Vink, Fraud prevention leaders at ABN AMRO Bank

Scam Rangers

Play Episode Listen Later Sep 4, 2024 46:14


In this episode of ScamRangers, we dive into the transformative power of storytelling with Niels Vink and Kathelijne Swaak from ABN AMRO's fraud prevention team. Discover how ABN AMRO is flipping social engineering on its head by using real customer stories to strengthen their fraud awareness strategies.Learn how this innovative approach creates a deeper emotional connection with customers, making fraud prevention messages more memorable and impactful. We also explore insights from Nobel laureate Daniel Kahneman on decision-making and how ABN AMRO leverages these principles to better engage and empower their customers.Key Takeaways: How storytelling can effectively communicate scam risks and avoid fear. The role of emotional connection in enhancing customer engagement. The impact of internal collaboration on successful fraud prevention campaigns. Addressing new fraud threats and reaching diverse audiences.Tune in to see how ABN AMRO is leading the charge in protecting customers through the art of storytelling.Here is more information about our speakers:Niels Vink:https://www.linkedin.com/in/nielsvink1/Kathelijne Swaak: https://www.linkedin.com/in/kathelijneswaak/This podcast is hosted by Ayelet Biger-Levin who spent the last 15 years building technology to help financial institutions authenticate their customers and identify fraud. She believes that when it comes to scams, the story starts well before the transaction. She has created this podcast to talk about the human side of scams, and to learn from people who have decided to dedicate their lives to speaking up on behalf of scam victims and who take action to solve this problem. Be sure to follow her on LinkedIn and reach out to learn about her additional activities in this space. https://www.linkedin.com/in/ayelet-biger-levin/ ScamRanger: https://scamranger.ai/

The Real Life Buyer
Revolutionizing the Blockchain Industry: Unveiling Blockchain's Impact with Industry Leader Amit Malik.

The Real Life Buyer

Play Episode Play 36 sec Highlight Listen Later Feb 20, 2024 26:17 Transcription Available


Does the term "Blockchain" mean anything to you? Are you curious to discover what the fuss is all about and how it will impact you and your business?Today you can gain a great understanding of blockchain's potential in the procure-to-pay landscape directly from a senior business leader.ABOUT THE GUESTMy guest today is Amit Malik, the President of WadzPay Japan, Asia Pacific, & Australia with a remarkable career spanning Aviva Life Insurance, Glaxo Smith Kline, and more.Amit is a business, customer and people focused leader, with strong beliefs in inclusion and diversity. He has had an outstanding career, having worked in the C-Suite for many years in positions including CEO, Managing Director and Vice President at companies including ABN Amro Bank, Bank of America and Aviva.In this episode, I am excited to learn more about, and discuss, blockchain technology with Amit.To discover more about Amit and Wadzpay follow these links:Website:        https://wadzpay.com/ Facebook:     https://www.facebook.com/WadzPay/ Instagram:    https://www.instagram.com/wadzpay/ Twitter:          https://twitter.com/wadzpay YouTube:       https://www.youtube.com/channel/UCZsMD2r_6d676L8alwl5kEA Threads:        https://www.threads.net/@wadzpay LinkedIn:       https://www.linkedin.com/in/amitmalik26/ABOUT THE HOSTMy name is Dave Barr and am the Founder and Owner of RLB Purchasing Consultancy Limited.I have been working in Procurement for over 25 years and have had the joy of working in a number of global manufacturing and service industries throughout this time.I am passionate about self development, business improvement, saving money, buying quality goods and services, developing positive and effective working relationships with suppliers and colleagues, and driving improvement through out the supply chain.Now I wish to share this knowledge and that of highly skilled and competent people with you, the listener, in order that you may hopefully benefit from this information.CONTACT DETAILS@The Real Life BuyerEmail: david@thereallifebuyer.co.ukWebsite: https://linktr.ee/thereallifebuyerFor Purchasing Consultancy services:https://rlbpurchasingconsultancy.co.uk/Email: contact@rlbpurchasingconsultancy.co.ukFind and Follow me @reallifebuyer on Facebook, Instagram, X, Threads and TikTok.Click here for some Guest Courses - https://www.thereallifebuyer.co.uk/guest-courses/Click here for some Guest Publications - https://www.thereallifebuyer.co.uk/guest-publications

Leaders in Finance Podcast
#148 - Jos van de Kerkhof - Country Manager bij Visa Nederland, wereldwijd zo'n 4 miljard kaarten, eigen ontwikkeling en drive, tips voor starters

Leaders in Finance Podcast

Play Episode Listen Later Jan 25, 2024 66:22


Jos van de Kerkhof is werkzaam als Country Manager bij Visa Nederland. Jos behaalde zijn bachelor in Finance, Management and Organisation aan de Universiteit van Tilburg, en volgde een Master in Supply Chain Management aan de Universiteit van Maastricht. Tijdens zijn studententijd was hij oprichter en eigenaar van The Jeans Outlet, een kleine online jeanswinkel en daarnaast werkte hij als parttime medewerker bij Vodafone als technical support advisor en sales advisor. Vervolgens werkte Jos circa 10 jaar in diverse managementfuncties bij de Royal Bank of Scotland Group en ABN AMRO Bank, onder andere als Head of Payments & Open Banking Products. Voorafgaand aan zijn huidige functie bekleedde hij de positie van Director Products & Solutions voor Nederland en Zwitserland en werkte in de productorganisatie. Jos is 37 jaar, heeft een vriendin en twee jonge kinderen en woont in Huizen.   *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief.    ***  Leaders in Finance wordt mede mogelijk gemaakt door EY, MeDirect, RiskQuest, Kayak en Roland Berger.     ***  Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl en check de website leadersinfinance.nl   *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Robert Swaak (CEO ABN AMRO), Frank Elderson (directie ECB), David Knibbe (CEO NN), Janine Vos (RvB Rabobank), Jos Baeten (CEO ASR), Nadine Klokke (CEO Knab), Gita Salden (CEO BNG Bank),  Annerie Vreugdenhil (CIO ING), Karien van Gennip (CEO VGZ), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos), Chantal Vergouw (CEO Interpolis), Geert Lippens (CEO BNP Paribas NL), Simone Huis in 't Veld (CEO Euronext), Nout Wellink (ex DNB), Onno Ruding (ex minister van financiën), Maurice Oostendorp en Martijn Gribnau (CEOs Volksbank), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM) Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Petri Hofsté (Commissaris, o.a.  Rabobank en Achmea), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (Commissaris PGGM, BNG Bank, vml CFO ABN AMRO), Marguerite Soeteman-Reijnen (Chair Aon Holdings), Annemarie Jorritsma (o.a. Voorzitter NVP), Lidwin van Velden (CEO Waterschapsbank), Don Ginsel (CEO Holland Fintech), Jan-Willem van der Schoot (CEO Mastercard NL), Tjeerd Bosklopper (CEO NN NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Chair ESMA), Radboud Vlaar (CEO Finch Capital), Karin van Baardwijk (CEO Robeco) en Annette Mosman (CEO APG). --> tussen haakjes de functie ten tijde van het interview  

Leaders in Finance Podcast
#143 - Choy van der Hooft-Cheong - Executive Board ABN AMRO, Wealth Management, vermogende mensen, Curaçao, bursalen-vlucht, carrière bij ABN AMRO, opvoeding, diversiteit, leven in het nu

Leaders in Finance Podcast

Play Episode Listen Later Nov 23, 2023 81:49


Choy van der Hooft-Cheong is de Chief Commercial Officer Wealth Management in de Executive Board van ABN AMRO.  Ze werd eind 2021 benoemd en heeft meer dan 25 jaar ervaring in de financiële sector. Ze begon haar carrière in 1996 als management trainee bij ABN AMRO Bank en vervolgens bekleedde ze diverse management functies, waaronder relatief recent de rol van Head of Corporate Sales Global Markets en Chief Executive van ABN AMRO MeesPierson. Ook is ze projectmanager geweest bij ABN AMRO Business Services India in Mumbai. Choy is bestuursvoorzitter van Talent naar de Top en wil daarmee haar steentje bijdragen om de top van het bedrijfsleven inclusiever te maken. Bovendien is zij de oprichter en bestuurslid van de Stichting Children's Khazana Foundation, die als missie heeft kinderen te ondersteunen bij het ontwikkelen van solide basisvaardigheden op het gebied van financiën.  Tot slot, Choy is 52 jaar, getrouwd en woont in de buurt van Amsterdam.   *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief.  ***  Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl en check de website leadersinfinance.nl ***  Leaders in Finance wordt mede mogelijk gemaakt door Kayak, EY, Odgers Berndtson en Roland Berger.     *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Robert Swaak (CEO ABN AMRO), Frank Elderson (directie ECB), David Knibbe (CEO NN), Janine Vos (RvB Rabobank), Jos Baeten (CEO ASR), Nadine Klokke (CEO Knab), Gita Salden (CEO BNG Bank),  Annerie Vreugdenhil (CIO ING), Karien van Gennip (CEO VGZ), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos), Chantal Vergouw (CEO Interpolis), Geert Lippens (CEO BNP Paribas NL), Simone Huis in 't Veld (CEO Euronext), Nout Wellink (ex DNB), Onno Ruding (ex minister van financiën), Maurice Oostendorp en Martijn Gribnau (CEOs Volksbank), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM) Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (Commissaris PGGM, BNG Bank, vml CFO ABN AMRO), Marguerite Soeteman-Reijnen (Chair Aon Holdings), Annemarie Jorritsma (o.a. Voorzitter NVP), Lidwin van Velden (CEO Waterschapsbank), Don Ginsel (CEO Holland Fintech), Jan-Willem van der Schoot (CEO Mastercard NL), Tjeerd Bosklopper (CEO NN NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Chair ESMA), Radboud Vlaar (CEO Finch Capital), Karin van Baardwijk (CEO Robeco) en Annette Mosman (CEO APG). --> tussen haakjes de functie ten tijde van het interview

The Touch MBA Admissions Podcast
#214 Chinese University of Hong Kong (CUHK) MBA Program & Admissions Interview with Prof. Wan Wongsunwai

The Touch MBA Admissions Podcast

Play Episode Listen Later Oct 12, 2023 60:20


Professor Wan Wongsunwai, Associate Dean of MBA Programmes and Director of MBA Programmes at The Chinese University of Hong Kong (CUHK) Business School, discusses what makes the CUHK MBA unique, the school's admissions process, career opportunities and more. Topics Introduction (0:00) Program Highlights - What Makes the CUHK MBA Unique? (4:30) CUHK MBA Admissions & Scholarships - How to Improve Your Chances? (27:30) Career Opportunities after CUHK Business School - What to Know & How to Prepare (47:20) About Our Guest Professor Wan Wongsunwai is Associate Dean of MBA Programmes and Director of MBA Programmes at CUHK Business School, where he has worked for over 7 years. His research interests include financial reporting quality, corporate governance, entrepreneurship and private equity. Before coming to CUHK, he taught and researched at Insead and Northwestern Kellogg Professor Wan earned his undergraduate degree in mathematics at Imperial College and later received his Doctor of Business Administration degree from Harvard Business School. Prior to obtaining his doctoral degree, he worked at KPMG in London, PricewaterhouseCoopers (PwC) in Hong Kong and then as an equity analyst with ABN AMRO Bank in Hong Kong, covering software and information technology. Show Notes CUHK Full-time MBA Touch MBA Episode write-up and overview of the CUHK Full-time MBA:  https://touchmba.com/chinese-university-of-hong-kong-cuhk-mba-program-admissions-interview-wan-wongsunwai Get free, personalized school selection help at Touch MBA: https://touchmba.com

The Touch MBA Admissions Podcast
#214 Chinese University of Hong Kong (CUHK) MBA Program & Admissions Interview with Prof. Wan Wongsunwai

The Touch MBA Admissions Podcast

Play Episode Listen Later Oct 12, 2023 60:20


Professor Wan Wongsunwai, Associate Dean of MBA Programmes and Director of MBA Programmes at The Chinese University of Hong Kong (CUHK) Business School, discusses what makes the CUHK MBA unique, the school's admissions process, career opportunities and more. Topics Introduction (0:00) Program Highlights - What Makes the CUHK MBA Unique? (4:30) CUHK MBA Admissions & Scholarships - How to Improve Your Chances? (27:30) Career Opportunities after CUHK Business School - What to Know & How to Prepare (47:20) About Our Guest Professor Wan Wongsunwai is Associate Dean of MBA Programmes and Director of MBA Programmes at CUHK Business School, where he has worked for over 7 years. His research interests include financial reporting quality, corporate governance, entrepreneurship and private equity. Before coming to CUHK, he taught and researched at Insead and Northwestern Kellogg Professor Wan earned his undergraduate degree in mathematics at Imperial College and later received his Doctor of Business Administration degree from Harvard Business School. Prior to obtaining his doctoral degree, he worked at KPMG in London, PricewaterhouseCoopers (PwC) in Hong Kong and then as an equity analyst with ABN AMRO Bank in Hong Kong, covering software and information technology. Show Notes CUHK Full-time MBA Touch MBA Episode write-up and overview of the CUHK Full-time MBA:  https://touchmba.com/chinese-university-of-hong-kong-cuhk-mba-program-admissions-interview-wan-wongsunwai Get free, personalized school selection help at Touch MBA: https://touchmba.com

Sprekend RD
Financiële opvoeding vraagt om bewustwording en begeleiding

Sprekend RD

Play Episode Listen Later Sep 8, 2023 25:53


Steeds meer kinderen tussen de 8 en 12 jaar hebben een eigen betaalrekening en betalen met een eigen bankpas, blijkt uit recent onderzoek van ABN AMRO. Hebben kinderen daardoor minder zicht op hun inkomsten en uitgaven? En hebben ze nog een idee wat hun geld eigenlijk waard is? Hoe bevorder je het gesprek over geldzaken? Podcastredacteur Arno Lagendijk spreekt hierover met Babet Boswinkel van ABN AMRO. Ook gaat hij in gesprek met leerlingen uit groep 5 en 8 van de Willem Farelschool in Hoevelaken. Een van de vragen die ze kregen is: Wat is voor jou van grote waarde, terwijl het in euro's uitgedrukt weinig waarde heeft? „Mijn knuffelbeer”, zei de een. Een ander: „Een boekje dat ik van mijn oma kreeg kort voor ze overleed.”

Management Blueprint
138: Fear Not To Share Equity With Ian Schnoor

Management Blueprint

Play Episode Listen Later Jun 9, 2023 31:36


https://youtu.be/FDw4G2K8kM8 Ian Schnoor is the Executive Director of the Financial Modeling Institute (FMI) and Founder of The Marquee Group, a leading financial modeling training, consulting, and accreditation provider. We discuss financial modeling essentials, the basics of giving equity to your employees, and effective ways to attract and retain good employees.   --- Fear Not To Share Equity With Ian Schnoor My guest is Ian Schnoor, the Executive Director of the Financial Modeling Institute or FMI, and the President and Founder of The Marquee Group, a leading financial modeling training, consulting, and accreditation provider for finance's most important decision-making tool, the spreadsheet-based financial model. Ian, welcome to the show. Thank you, Steve. It's a real pleasure to be here. Thanks for having me. If this happened many years ago, I would be extraordinarily excited because at the time, I was doing a lot of financial modeling and I was very into it. I'm not as into it now, but I'm still excited about having you on the show and bringing me up to date with what's happening in the financial modeling world. Tell me, how does one become a financial modeling entrepreneur? How did you get here? I would describe myself as an accidental entrepreneur, as I'm sure is the case for a lot of entrepreneurs. We didn't grow up and at five years old say, "I want to become an entrepreneur." I don't know that many people do. Based on my background and my personality, I thought I would be a corporate person for my whole career. I was always very interested in paying attention to what I was thinking and listening and being adaptive to change. I started my career as an investment banker. As you mentioned, I spent six years in banking. At the time, all banks trained all their own people. Every year a new cohort would come in, a bunch of new juniors would come in, and they would call people that were a little older me to train them. Every year, they'd say, "Ian, the new guys are coming. We need you to train them." I'd say, "Okay." I'd be working very hard. For a couple of weeks in the summer, I would be teaching all the new hires that had joined us. People always ask me, "How did you decide to leave banking?" I didn't. That was an easy decision. That decision was made for me. I always tell people that if you stick around in banking long enough, someone's going to make that decision for you at some point. It was after 9/11. I was working at Citibank. There were cuts every week. They were cutting offices, groups, and people, and our team got cut towards the end of 2001. The decision was not should I leave. The decision was what to do next. I had a couple of opportunities to join other banks right away, but it didn't feel right. I'm glad I listened to myself. I didn't feel ready to jump back into another banking role. I paid attention to what my body and my mind were saying. I thought about it. I thought about what could I do and what I like to do. I always loved teaching. That's how I got to a university. I tried to tutor people. I like teaching and modeling. I thought maybe I could try offering up the service to run modeling training and even some modeling consulting. I did that, and I thought I'll do it for 3 to 6 months to take a break from corporate life. I'll take a break for six months, and then I'll go back. It's been many years. I haven't gone back yet, but such is life. It was in a circuitous way. That's how it happened. I'm so fascinated to hear that because I was in a very similar situation. I was at ABN AMRO Bank, which was one of the competitors of Citibank at the time. I got the X about a year later than you did. I think it was September 6th, 2002. I rallied the opportunity to get out, do something else, and do my own thing. Anyway, you decided to teach people and to stay with financial modeling and get into it. What I'm really curious about is, how did you turn it into a business?

Leadership Lyceum: A CEO's Virtual Mentor
A Regulatory Primer for Board Members with Non Regulatory Backgrounds with Dr. Mark Jamison

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later May 12, 2023 54:10


Welcome to Episode 27, Season 7 of A CEO's Virtual Mentor® Are you a new board member serving on a regulated company board, but from a non regulatory background? This episode is directed especially to newer board members and executives in utility companies regulated at the state and even federal levels.   My guest in this episode is Dr. Mark Jamison. Dr. Jamison is Director and Gerald Gunter Professor, Public Utility Research Center at the Warrington College of Business at the University of Florida in Gainesville. PURC is an internationally recognized academic center dedicated to research and to providing training in utility regulation and strategy to support effective utility policy, regulation, management, and leadership. PURC helps government and industry officials develop efficient utility infrastructure to better meet the needs of their customers. PURC's view is educated executives, employees, and board members, organizations benefit from better decision making and thus a more promising future.  Our discussion today is merely a survey of the history, development, structure, and process of utility regulation with advice on a few best practices in regulatory affairs posture and approach. Lyceum sees fitting coverage of the vast subject of regulation as well beyond this brief podcast. This is an appetizer.  For the main course - and to help you navigate more thoroughly through the changing regulatory landscape - please contact our guest Dr. Mark Jamison at the Public Utility Research Center.  For more about PURC, its ever-expanding body of research and its training courses, conferences and other events see the PURC webpage thought the Warrington College of Business at the University of Florida. See important hyperlinks in the program's album notes.    Program Guide   A CEO's Virtual Mentor Episode 27: A Regulatory Primer for Board Members with Non Regulatory Backgrounds  0:00     Introduction to the program and to guest, Dr. Mark Jamison  3:50     Part 1: The history of regulation 15:25   Break 1  15:45   Part 2: The structure of the regulatory commission  21:49   Break 2  22:09   Part 3: How does the regulator set prices?  30:01   Break 3  30:44   Part 4: Regulatory risk and strategies for dealing with risk  52:27   Closing comments We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast.  Thanks for listening.  We can't improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.    See you next time.  Informative and Helpful Links  ​PURC Webpage: https://warrington.ufl.edu/public-utility-research-center/   ​Links to Biographies of Guests: Mark A. Jamison ​Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 18 years in management and leadership consulting he has served a wide array of corporate clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 32-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders. Program Disclaimer  The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.  Follow Leadership Lyceum on:  Our website: www.LeadershipLyceum.com  LinkedIn: The Leadership Lyceum LLC  Email us: info@LeadershipLyceum.com  This podcast Leadership Lyceum: A CEO's Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2023. All rights reserved. 

Leaders in Finance Podcast
#125 - Jan van Rutte - vice-voorzitter RvC BNG Bank, lid RvC PGGM, vml CFO ABN AMRO, vml president-commissaris De Volksbank, over (on)geduld, 40+ jaar ervaring fin sector, nationalisatie ABN AMRO

Leaders in Finance Podcast

Play Episode Listen Later Mar 23, 2023 83:19


Jan van Rutte is momenteel onder andere vice-voorzitter van de Raad van Commissarissen van BNG Bank, lid van de Raad van Commissarissen van PGGM en lid van de Raad van Toezicht van Healthcenter Hoenderdaal. Jan heeft voor zijn huidige betrekkingen een lange staat van dienst (40 plus jaar!) in de financiële sector. Zo was hij onder andere CEO van Fortis Bank Nederland, CFO van ABN AMRO Bank en later president commissaris van De Volksbank. Hij vervulde daarnaast een veelheid aan nevenfuncties. Hij startte zijn loopbaan in 1978 bij de Algemene Bank Nederland.  Jan studeerde Bedrijfseconomie aan de Erasmus Universiteit in Rotterdam. Jan is 72 jaar, woont met zijn vrouw in Driebergen en heeft 2 volwassen kinderen en 3 kleinkinderen.   *** Recent is het boek van Leaders in Finance verschenen: "100 Gesprekken: De mens achter het succes" - bestel het nu via de website!    *** Volg Leaders in Finance via de website. Volg Leaders in Finance via Linkedin. *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief.  ***  Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl ***  Leaders in Finance wordt mede mogelijk gemaakt door Kayak, EY, Odgers Berndtson en Roland Berger.    *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Robert Swaak (CEO ABN AMRO), Frank Elderson (directie ECB), David Knibbe (CEO NN), Janine Vos (RvB Rabobank), Jos Baeten (CEO ASR), Nadine Klokke (CEO Knab), Gita Salden (CEO BNG Bank),  Annerie Vreugdenhil (CIO ING), Karien van Gennip (CEO VGZ), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos), Chantal Vergouw (CEO Interpolis), Simone Huis in 't Veld (CEO Euronext), Nout Wellink (ex DNB), Onno Ruding (ex minister van financiën), Maurice Oostendorp en Martijn Gribnau (CEOs Volksbank), Olaf Sleijpen (Director DNB), Allegra van Hövell-Patrizi (CEO Aegon NL), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM) Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Matthijs Bierman (MD Triodos NL), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Marguerite Soeteman-Reijnen (Chair Aon Holdings), Annemarie Jorritsma (o.a. Voorzitter NVP), Lidwin van Velden (CEO Waterschapsbank), Don Ginsel (CEO Holland Fintech), Mary Pieterse-Bloem (Professor Erasmus), Jan-Willem van der Schoot (CEO Mastercard NL), Tjeerd Bosklopper (CEO NN NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Chair ESMA), Radboud Vlaar (CEO Finch Capital), Karin van Baardwijk (CEO Robeco) en Annette Mosman (CEO APG). --> tussen haakjes de functie ten tijde van het interview        

Leadership Lyceum: A CEO's Virtual Mentor
The Energy Within Us. A wide-ranging discussion about the upbringing and developmental experiences of four pioneering corporate leaders

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Mar 12, 2023 74:30


Welcome to Episode 26, Season 7, of the Leadership Lyceum: A CEO's Virtual Mentor®. This episode coupled with the prior Episode 25 on Overcoming Homophily forms two episodes themed to span both Black History Month and Women's History Month. I'm joined in this program by four of five women who on May 1st, 2019, published together a collective autobiographical book titled The Energy Within Us. It is their stories across the arc of their lives from childhood environments and experiences that shaped them to, and through, their long careers in executive leadership roles in the energy industry. These women have a great deal in common. They're all dear friends. They're all accomplished executive leaders in the energy industry and their careers. They're all giving back by serving broader leadership roles in corporate and non-for-profit boardrooms and social service organizations. They all have unbounded generosity of spirit. And they all, as you will hear, exude the energy within themselves. The discursive style of our interview revealed a wealth of advice for current and future business leaders especially in the realm of diversity, equity, and inclusion. Topics covered include – role models, mentors and coaches, courage to challenge the status quo and hold leaders accountable, assumptions and misunderstandings, barriers to developing instrumental networks and receiving developmental feedback. Program Guide A CEO's Virtual Mentor Episode 26 The Energy Within Us A wide-ranging discussion about the upbringing and developmental experiences of four pioneering corporate leaders 0:00  Introduction to the program and to guests and authors Telisa Toliver, Carolyn Green, Joyce Hayes Giles, and Hilda Pinnix-Ragland. 2:54    Part 1: What motivated the authors to write their autobiographies? 15:04    Break 1 15:43    Part 2: Upbringing, Environment, and Foundational Experiences 15:49    Author Joyce Hayes Giles and segregated Mississippi 22:01    Background on Medgar Evers 24:00    Audio clip of speech of Medgar Evers 27:56    Audio clip of speech of Myrlie Evers Williams 31:35    Break 2 31:51    Author Hilda Pinnix-Ragland and the North Carolina farming community 36:49    Author Telisa Toliver and growing up in white communities in Oklahoma 43:08    Break 3 43:32    Part 3 Formative Decisions, Influencers, and Mentors 52:15    What is misunderstood about people? 56:02    Break 4 56:46    Part 4 Barriers to Professional Development: Forming Instrumental Networks and Critical Feedback and Coaching. 1:09:24    Break 5 1:09:42    Part 5: Conclusion and Closing Comments and Advice from the Authors 1:12:51    End of Program and Preview of Episode 27, a primer on the regulatory construct that regulated utilities operate within. We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast.  Thanks for listening.  We can't improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  See you next time.   Informative and Helpful Links  Amazon Link to the book. The Energy Within Us  https://www.amazon.com/Energy-Within-Illuminating-Perspective-Trailblazers/dp/1945875615 Links to Biographies of Guests  Joyce Hayes Giles https://dpsfdn.org/about/board-and-staff/joyce-hayes-giles-2/  Carolyn Green https://www.ase.org/biography/carolyn-green Telisa Toliver  https://www.aabe.org/docs/pages/19/file/Toliver%20-%20Short%20Bio%202013.pdf Hilda Pinnix Ragland  https://www.aabe.org/docs/fck/file/Leadership%20Profile%20-%20Hilda%20Pinnix%20Ragland.DOC Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 18 years in management and leadership consulting he has served a wide array of corporate clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 32-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening.  We can't improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.  Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening.  We can't improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   This podcast Leadership Lyceum: A CEO's Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2023. All rights reserved.

#100MasterCoaches with Mel Leow, MCC
Mel Interviews Andrew Sheridan

#100MasterCoaches with Mel Leow, MCC

Play Episode Listen Later Feb 10, 2023 40:21


Welcome to the 65th Episode of the #100MasterCoaches​ Show. In this episode, Mel interviews Andrew Sheridan from Luxembourg. Andrew is a Certified Professional Co-Active Coach (CPCC), holds the Master Certified Coach (ICF), and is a founder, past (and once again current) President of the ICF Luxembourg Chapter. Andrew is a founding partner of several international firms specializing in organizational development and change management, with a strong focus on leadership impact, emotional intelligence, and effective communication. Andrew's early career was in international banking, where he spent 10 years working as a sales and relationship manager in the securities divisions of Bankers Trust and Deutsche Bank. Managing a portfolio of institutional clients including ABN Amro Bank, Bank of England, and Barclays among others, Andrew went on to become Vice President of Sales for Benelux. In 2007, he left the corporate world and undertook in-depth study and research in the fields of social science, psychology, and management theory at the Australian College of Applied Psychology in Brisbane. He further strengthened his skills within the coaching arena by pursuing professional accreditation at the highest industry standards, and is also a certified Process Communication Coach, using the tools of transactional analysis to help develop client awareness regarding impact and behaviour. Andrew is also certified in the use of the Leadership Circle 360 Profile as well as being a Team Diagnostic Assessment Facilitator for Team Coaching International. Andrew is a current senior member of the CTI faculty, delivering coach training programs globally in both English and French, in public and organizational forums. He also carries out Certification, Supervisory, and Examiner roles for students undergoing professional accreditation. Andrew is also part of Google's Internal Mastery Faculty Team, delivering online and in-person events to their global community. In recent years, Andrew has worked extensively with General Managers, Country Managers, and Executive Committees in a wide range of industries. Both a Luxembourgish and British national, Andrew has lived in Luxembourg, Germany, Australia, the UK, Malaysia, and Hong Kong. His central European upbringing coupled with an extensive work focus in the Asia Pacific have shaped his strong interest in cultural communication and diversity. Fluent in French and with strong working knowledge of German, Andrew is currently based in both Luxembourg and Hong Kong. Desire to become a Master Coach like Andrew? Then start your transformative coaching journey here at Catalyst Coach. www.catalystcoach.live.

Disruption Talks by Netguru
Ep. 84. How to Build Innovative Culture in Large Organisations? Disruption Talk with ABN Amro Bank

Disruption Talks by Netguru

Play Episode Listen Later Nov 30, 2022 56:32


An innovative culture is a crucial aspect of all business models but how to make sure its implementation process is smooth in large organizations? Well, we have all the answers you need!Netguru's Fintech Client Partner, Sean O'Connor, meets with Anna-Lena Lorenz, Head of Innovation Process at ABN Amro Bank to discuss what is the most challenging aspect of innovative culture and how to implement and conduct successful experimentation in this field. You can't miss this one so sit back, relax, and enjoy this episode of Disruption Talks.

The Resilient Recruiter
Personalized Service as a Success Factor in Recruitment Business Growth, with Frido Diepeveen, Ep #151

The Resilient Recruiter

Play Episode Listen Later Nov 12, 2022 57:16


If you believe in providing personalized customer service, you'll love my interview with Frido Diepeveen. In this episode, Frido shared his wealth of experience from 17 years in recruitment and how his Dutch-Hungarian upbringing influenced his service-oriented approach toward his clients and candidates.   Born in the Netherlands, Frido trained as a lawyer before discovering his true passion in recruitment and executive search in 2005. That's when he joined a recruitment firm and helped the founder grow to 55 employees before selling it to Randstad in 2010. After the transaction, he remained on the board as Commercial Director and helped the new owner achieve 20-30% year-on-year growth. He stayed with Randstad until 2018 when he decided to start a new recruitment firm from scratch. Frido is now the MD of Diepeveen & Partners, a boutique search firm with a team of 15 based in Budapest, Hungary, and serving clients in North America and Europe. Episode Outline and Highlights [04:49] What inspired Frido to change careers from banking to recruitment? [14:30] Key lessons that Frido gained from his first recruitment job. [17:25] How Frido defines “personalized service.”  [24:13] How to handle candidates you can't help and those you can't place right away. [28:49] Frido's insights on cultural sensitivity when dealing with key stakeholders. [31:32] Success factors in rapidly growing a recruitment business. [39:50] Can you position your firm to recruit at all levels, from junior positions right up to senior leadership roles? [43:05] How Frido has grown a boutique search firm from scratch to a team of 15 [52:16] Outsourcing to Hungary - how Frido provides candidate sourcing and recruiting services to other recruitment companies around the world Loving the Recruitment Profession Before becoming a recruiter, Frido worked in banking - first as an in-house counsel and then in a commercial role as an account manager. It was in 2005 that he found his true calling as a recruitment professional. In 2005 he was asked to join a recruitment firm in a start-up phase, called ProfiPower. Founded by Dutch-Hungarian entrepreneur Ilonka Jankovich, he later became an equity partner and they were able to build the business into a market-leading recruitment firm in Hungary. Prior to selling it to Randstad in 2010, they had a team of 55 employees! What were the factors that led to such rapid growth? Frido shared two factors:   Service Orientation - they stick to the principle of delivering personalized service. The Dutch way of being straightforward - doing what you say and saying what you do.   What Does Delivering a Personalized Service Look Like? How does Frido define personalized service? Pretty much all recruitment firms will say that they offer personalized service to their customers.    Fido explained their approach, “Many of my clients have become personal friends over the years… Being personal to me means that you should not see an assignment as one of the many but you should consider it as a unique job that you are so lucky to get to work on.”    Frido elaborated on his commitment to client service. For example, he always meets his clients in person regardless of where they're located. That involves lots of international travel.  Why bother jumping on a plane to see a client when he could meet on Zoom or Teams? He explained how his mindset on personalized service builds chemistry and long-term relationships with his clients and candidates which eventually results to repeat business.   Quality Over Quantity In 2018, Frido started his own recruitment firm from scratch - Diepeveen & Partners International. He leveraged his experience and learnings from his previous organizations. His own firm is rooted in the solid philosophy of quality comes before quantity. This philosophy not only guides the organization on the services they provide to their clients but on how they handle their own employees as well. They ensure that their 15 team members are not overworked and assigned reasonable assignments - improving their quality of work and output.    Our Sponsors This podcast is proudly sponsored by i-intro and Recruitment Entrepreneur.   i-intro® is an end-to-end retained recruitment platform. Their technology and methodology allow recruiters to differentiate themselves from the competition, win more retained business, bigger fees and increase their billings. Their software combined with world-class training enables you to transition from transactional, contingency recruiter to consultative, retained recruiter. Instead of being perceived as a “me too” vendor, you'll be positioned as a “me only” solutions provider. Be sure to mention Mark Whitby or The Resilient Recruiter. Book your free, no-obligation consultation here: www.recruitmentcoach.com/retained Recruitment Entrepreneur is the world's leading Private Equity firm specializing in the international recruitment industry. If you've dreamed of starting, scaling and selling your recruitment business, this is your chance. James Caan and his team at Recruitment Entrepreneur are actively seeking ambitious recruiters who they can invest in. They provide everything you need to grow a successful recruitment business including: funding, financial expertise, coaching and mentoring, operational strategy, backoffice support, marketing and talent attraction solutions. Be sure to mention Mark Whitby or The Resilient Recruiter. Start a conversation here: https://www.recruitmentcoach.com/vc   Frido Diepeveen Bio and Contact Info  Frido is the founder of Diepeveen & Partners. Having obtained a law degree in international and civil law (Vrije Universiteit Amsterdam), he started his career in 1998 as an in-house lawyer at the head office of Abn Amro Bank in Amsterdam. In 2001, Frido moved to Hungary, continuing his finance career at another Dutch financial institution, ING Bank. During this time, he had the opportunity to gain a deep understanding of the Hungarian financial sector and to become fluent in the Hungarian language. After four years of back-office as well as front office positions, he found his true calling.   In 2005, he started a career in HR consulting and (executive) search. From 2005 to 2010, Frido co-owned and co-managed the recruitment firm ProfiPower that went on to become Hungary's market leader in 2008. In 2010, the firm was sold to a listed company, which has since then become the world's largest HR services company. After selling ProfiPower, for seven successful years, he continued as commercial director of the newly merged company. He then founded Diepeveen & Partners in 2018. They have now expanded globally and specializing in specific fields, such as SCM, Pharma and Professional Services.   Frido on LinkedIn Diepeveen & Partners website link   People and Resources Mentioned Abid Hamid on LInkedIn   Connect with Mark Whitby Get your FREE 30-minute strategy call Mark on LinkedIn Mark on Twitter: @MarkWhitby Mark on Facebook Mark on Instagram: @RecruitmentCoach Related Podcast You Might Enjoy TRR#48 Recruitment Entrepreneur: How to Start-Up and Scale an Exitable Recruitment Business, with Abid Hamid Subscribe to The Resilient Recruiter  

Riding Unicorns
S4E23 - Justina Tartilaite, Co-Founder @ Adsum

Riding Unicorns

Play Episode Listen Later Oct 12, 2022 36:28


Justina Tartilaite is the Co-Founder of Adsum, tax credit specialists. Adsum is pioneering innovation in tax-based financing and is at the forefront of leveraging modern technology in order to provide businesses with much-needed tax credits in real-time. Prior to launching Adsum, Justina worked as a Director at Deutsche Bank and in various capital markets roles for ABN AMRO Bank. Justina joined us on this, our penultimate episode of the season, to discuss her career leading up to Adsum, why she decided to become an entrepreneur and what the early bootstrapped days looked like. Later in the episode, Justina opens up about her love of referrals, building an exceptional culture and what it was like to finally seek external capital. Make sure to like and subscribe to the Riding Unicorns podcast never to miss an episode. Also, don't forget to give Riding Unicorns a follow on Twitter and LinkedIn to keep on top of the latest developments.

Insights on responsible business
Trailer Robin de Jongh: Fighting financial crime

Insights on responsible business

Play Episode Listen Later Sep 7, 2022 0:42


Our guest is Robin de Jongh, Managing Director of Detecting Financial Crime at ABN AMRO Bank. Robin brings 25 years of experience in program management, risk management, product management and audit. Listen to Robin talk to Rob about the role of banks as gatekeepers in the financial system, the challenges in fighting financial crime, and ABN AMRO's on-going battle to stay one step ahead of the bad guys.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Insights on responsible business
Fighting financial crime

Insights on responsible business

Play Episode Listen Later Sep 7, 2022 22:38


Our guest is Robin de Jongh, Managing Director of Detecting Financial Crime at ABN AMRO Bank. Robin brings 25 years of experience in program management, risk management, product management and audit. Listen to Robin talk to Rob about the role of banks as gatekeepers in the financial system, the challenges in fighting financial crime, and ABN AMRO's on-going battle to stay one step ahead of the bad guys.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The ZENERGY Podcast: Climate Leadership, Finance and Technology
Vivek Pathak | Global Head of Climate Business, International Finance Corporation (IFC)

The ZENERGY Podcast: Climate Leadership, Finance and Technology

Play Episode Listen Later Jul 28, 2022 26:11


Vivek Pathak is IFC's Global Head and Director of Climate Business. In this role, he facilitates business growth, provides thought leadership, new product development and facilitates all work related to climate business. He is responsible for identifying new business opportunities for climate business and facilitating the mobilization of capital into this space. Prior to his current appointment, Mr. Pathak was IFC's Regional Director for East Asia and the Pacific, leading advisory and investment operations across 18 countries, which in fiscal year 2020 reached US$4.2 billion in long-term investments, including funds mobilized from other investors. He has extensive emerging markets experience in principal investments, restructuring and risk management. Earlier in his career, Mr. Pathak was Global Head and Director for Investment and Credit Risk, responsible for global coverage of credit risk, investment risk, integrity risk, pricing and credit/equity training. Prior to that he oversaw IFC's portfolio in the Middle East and North Africa and led business development in frontier markets in the Middle East and North Africa. Before IFC, Mr. Pathak worked at Bank of America and ABN AMRO Bank in new business and risk management. In this episode we discuss Climate Finance, ESG investing, and how an economic downturn might impact Climate Investments. Hope you enjoy my conversation with Mr. Vivek Pathak!

Real Asset Media Thought Leaders
Sandra Phlippen, Chief Economist, ABN AMRO Bank

Real Asset Media Thought Leaders

Play Episode Listen Later Jul 6, 2022 5:20


Kasper On BI
Embracing Self Service Analytics with Power BI at ABN AMRO Bank with Ben de Jong

Kasper On BI

Play Episode Listen Later May 4, 2022 56:48


In this episode of Kasper On BI we are learning how ABN AMRO bank is enabling their business users with self service BI. We will talk about how they manage...

The Secret Thoughts of CEO's Podcast
Why Employee Well-Being Should Be at the Top of Your List

The Secret Thoughts of CEO's Podcast

Play Episode Listen Later Apr 11, 2022 51:53


Right now Wall Street Journal, New York Times, Business Insider, Business Week and so many other publications are all talking about retaining key talent and helping employees be fulfilled, happy, and well. We are in a time when many people have done deep soul searching in relation to both their personal lives and career. My guests today are part of a company called FitBiz 360. FitBiz360 is our Platform as a Service (PaaS) solution that digitizes the classic consulting service model enabling you to automate the discovery assignments, analytics, and reporting.  They offer expert-prepared assessments ready for immediate use focusing on People Performance specifically in the areas of:  Leadership, Employee Engagement & Wellbeing, Change readiness & Change Success, WFH- - working from home and Managing Remote Teams. All of this with the end goal of helping people flourish.   What You'll Learn: How to empower employees to advocate for their own well-being Why our old approach to engagement is no longer effective Creating trust to encourage open discussion Efficient and effective ways to give all your employees a voice Why creating space is vital to to progress and creativity in your people What a well-being survey can tell you that an in-person conversation may not The important differences between employee engagement and well-being How an engaged employee affects those around them How to navigate “return to the office” scenarios   Resources:   Twitter: @yourtransform Website: www.fitbiz360.com Linkedin: https://www.linkedin.com/in/mike-walters-472536154/   Bio: Michael Walters CEO and Founder of Transformance Business Solutions Michael has more than 20 years of experience as a management consultant. He has consulted for American Express, Visa International, 3M, Abbott Laboratories, ABN Amro Bank, General Motors, and Mercedes Benz and many others. During his time as a consultant with these international corporations, Michael developed many specific business improvement tools and KPIs. Diane Duckworth COO Diane has more than 20 years in the Automotive Industry having worked with General Motors (GM) in global, regional and market roles spanning marketing, CRM development, digital strategies and customer engagement.   Diane has also worked with primary management consulting firms and agencies also in the areas of data and analytics, customer experience, and program management.

The Food Institute Podcast
A Global Perspective on Inflation and Food Trends

The Food Institute Podcast

Play Episode Listen Later Mar 23, 2022 27:01


This Episode is Sponsored By: HSBC Bank USA, National Association Everyone can benefit from a global perspective on food trends. John Church, co-head of HSBC Bank's food and beverage unit, joins The Food Institute Podcast to discuss everything from wheat markets to foodservice drive-thrus to health and wellness. Church, tapping into his wealth of knowledge from the farm gate to the dinner plate, also examines the global implications of inflation. More About John Church: Mr. Church has been in the banking industry for approximately 35 years. In 2018, he joined HSBC Bank as the Co-Head of Food & Beverage banking practice in the United States and was later appointed Head of Food & Beverage in 2020. Prior to joining HSBC, Mr. Church spent 14 years with Rabobank International where he managed the Chicago office and was the North America Sector Head for Farm Inputs. In addition to managing the Chicago office of Rabobank, Mr. Church was actively engaged in the management of middle market and large cap client relationships in the food, agriculture and beverage industries at ABN Amro Bank and NatWest Markets PLC. Mr. Church was raised on a family farm in central Illinois where he remains engaged in its 6,500 acre row crop enterprise. Mr. Church graduated from Illinois State University with a Bachelor of Science degree in Agribusiness. Mr. Church holds a General Securities Registered Representative license (Series 7) and a Uniform Securities Agent license (Series 63). Thanks to Our Sponsor: HSBC Bank USA, National Association HSBC Bank USA, National Association (HSBC Bank USA, N.A.) serves customers through wealth, personal banking, commercial banking, private banking, and global banking and markets segments. As of the close of business on December 31, 2021 it operated bank branches in: California; Washington, D.C.; Florida; New Jersey; New York; Virginia; and Washington. HSBC Bank USA, N.A. is the principal subsidiary of HSBC USA Inc., a wholly-owned subsidiary of HSBC North America Holdings Inc. In the United States, deposit products are offered by HSBC Bank USA, N.A., Member FDIC, investment and brokerage services are provided through HSBC Securities (USA) Inc., (Member NYSE/FINRA/SIPC) and insurance products are provided through HSBC Insurance Agency (USA) Inc. For more information, please visit, http://www.business.us.hsbc.com.

de Erno Hannink Show | Betere Beslissingen, Beter Bedrijf
No more fast fashion dumps with Wearebasics – Ceren Danis

de Erno Hannink Show | Betere Beslissingen, Beter Bedrijf

Play Episode Listen Later Mar 11, 2022 55:30


Vandaag het gesprek met Ceren Danış. Ceren is originally from Istanbul, Turkey. After having been to an international high school in Istanbul, she realised she wanted to continue her education abroad. She graduated from the University of Utrecht with BSc in Economics and Business Economics, and from the Rotterdam School of Management with MSc in Finance and Investments. Before starting her full-time entrepreneurial journey, she worked at ABN AMRO Bank as Associate Global Markets and The Citco Group of Companies.  She has been a full-time fashion and impact entrepreneur since July 2020, focusing on sustainable and circular business models to change the fashion industry for the better. She has launched her first company Wearebasics back in 2021 and is now on to launching another project in 2022. Enjoy the insights of Ceren. Laten we beginnen… Meer over Ceren Danış: https://wearebasics.nl/https://www.circularify.co/https://www.linkedin.com/in/ceren-danis/ Video of the conversation with Ceren Danis https://youtu.be/KyYALTtC4PE Bronnen die ik noemde tijdens dit gesprek: De voedingsketen digitaliseren voor positieve impact – Marieke de Ruyter de Wildt (Blockchain)Activist die de keten verandert – Rob van den DoolMinder gedoe zonder managers zodat Luscii harder groeit – Joris Janssen (Investment from Japan)Business model gekoppeld aan sociale impact – Marian Spier (FEM start)https://www.youtube.com/watch?v=YhPPP_w3kNo (DWhttps://www.youtube.com/watch?v=23vUvQN-R1Y (DWhttps://www.vpro.nl/programmas/tegenlicht/kijk/afleveringen/2018-2019/future-fashion.htmlhttps://kro-ncrv.nl/met-deze-tips-zorg-jij-voor-duurzame-kleding - KRO NCRV De prijsknaller over kleding - kijk hier https://www.npostart.nl/de-prijsknaller/11-02-2022/KN_1728912 https://www.yumeko.nl/blog/fast-fashion-het-kan-ook-anders "DE NEGATIEVE GEVOLGEN VAN FAST FASHION Jaarlijks wordt zo'n 39.000 ton onverkocht textiel van fast fashion-ketens gedumpt in de Atacama woestijn in Chili. Hier liggen kledingbergen van 4 tot 5 meter hoog, en er komt alleen maar meerbij [1]. Het zijn juist de items die niet biologisch afbreekbaar zijn die hier belanden, omdat plaatselijke stortplaatsen ze niet accepteren. De kleding vervuilt ondergrondse waterreservoirs in dit enorm droge gebied en de bergen textiel staan regelmatig in brand [3]. Dit is het schrikbarende resultaat van textielbedrijven die talloze collecties per jaar produceren om onze shopdrift te bevredigen. Zo maakt ZARA jaarlijks zo'n 24 collecties en H&M 14 collecties [4]. Consumenten worden door lage prijzen en slimme marketing steeds weer verleid tot het kopen van nieuwe kleding, door in te spelen op hun trendgevoeligheid [4]. Het resultaat is dat er zoveel kleding wordt geproduceerd dat de industrie het aan de straatstenen niet kwijt kan. Bovendien wordt fast fashion gemaakt van goedkope materialen die niet lang meegaan, zodat consumenten snel weer iets nieuws kopen. Om de kosten zo laag mogelijk te houden worden de collecties geproduceerd in lagelonenlanden, waar veel arbeiders ook nog eens worden uitgebuit en onder slechte omstandigheden werken. Daarnaast is het productieproces van fast fashion enorm vervuilend. Veel van deze goedkope kleding wordt gemaakt van synthetische materialen, gemaakt van petroleum – een niet-hernieuwbare grondstof – of van niet-biologische katoen waarvoor veel chemicaliën en water wordt gebruikt. En dan is er ook nog de hoge uitstoot van CO2 om deze kleding naar andere delen in de wereld te transporteren [4]."Blog Yumeko - Fast fashion, het kan ook anders

Marketing Solutions for Local Businesses
114: SWITCH IT ON! Build it Before You Need it

Marketing Solutions for Local Businesses

Play Episode Listen Later Feb 2, 2022 61:06


Itzik Amiel is the global leading authority on business networking, business development, personal branding & relations capital. He is a growth strategy expert and client relationships advisor to many leading professional firms globally. Itzik is a sought-after International professional speaker, trainer, Business mentor & Attorney-at-law. He is also the bestselling author of “The Attention Switch” [attentonswitch.com]. The book has been recognized as the leading book and deep-dive instruction manual every professional needs to have to leverage the power of authentic connections and to uncover the best building relationships and networking strategies. Itzik successfully helps professionals (lawyers, accountants), business executives, firms, and associations create and maintain a successful and strategic relationship; Helps professionals build their personal brand boost their authority, and stand-out; Switch Relations to Revenue, Referrals, and Results & follow up. Itzik does so by providing internationally public speaking, training & personal or group mentoring through innovative online and offline programs. Itzik is the founder & CEO of The SWITCH™ and The SWITCH HUB™, the leading online training and community platform for professionals globally. Itzik organize and curate since 2005 many of the best global leading legal and accounting online summits, including the legal business development summit, women-in-law rainmakers summit, Legal project management summit, legal sales and service summit, intelligence in business and many more. Itzik delivered over a few thousand of keynote presentations and executive briefings in more than 69 countries worldwide. His keynote presentations, training and business mentoring combine in an interactive way practical knowledge with unique how-to's and unforgettable stories. His presentations and keynote speeches are truly a memorable experience. Itzik has shared the stage with world's premier thought-leaders including sir Richard Branson, Les Brown, Darren Hardey, Mark Victor Hansen, Steve Wozniak (apple co-founder); Marianna Williamson, Chris Gardner, Robert Kiyosaki, Nick Vujicic and Tom Hopkins. Itzik honed his skills during his corporate career at prominent firms such as ABN AMRO Bank, Moore Stephens, international law firms and leading trust companies. Itzik holds a Bachelor of Laws (LL.B.) cum laude and an Advanced Master of Laws (LL.M.) in international taxation. He is the founder and first chair of Young IFA (International Fiscal Association), Vice Chair of IBA LFMC Business Development & Marketing subcommittee. He is a member of many professional associations, a former board member and an international ambassador of the CRM Association. Besides, Itzik was a senior advisory board member for Corpdata (USA) and Globals inc. Itzik is also on the board of editors of the international tax Magazine, Analitica (Russia; CIS) and in the mentoring committee of ‘Big Consulting' magazine.Connect with Itzik:Links: https://hub.theswit.chhttps://itzikamiel.comhttps://www.attentionswitch.comSocial Media:https://www.linkedin.com/in/itzikamiel/

Rádio Mixtura
Rádio Mixtura | apresenta | Gastronomia Periférica - Episódio 4: Alimentação saudável, sustentável e acessível

Rádio Mixtura

Play Episode Listen Later Jan 3, 2022 65:13


Nesse #episodio4 o chefe de cozinha autodidata, que também exerce a função de assistente social Edson Leite convida para um bate papo sobre alimentação saudável, sustentável e acessível o comunicador social Lucio Vicente, formado em Comunicação Social pela Universidade Anhembi Morumbi, possui pós-graduação em Gestão de Marketing pela Fundação Armando Álvares Penteado – FAAP e especialização em Socionomia pela ABPS/FEBRAP. Com sua equipe, conquistou, de 2014 a 2018, cinco prêmios consecutivos pela Revista Época Reclame Aqui, como melhor atendimento ao cliente entre as redes de supermercados e atacados do país. Lucio tem passagens pelo Banco PanAmericano e ABN Amro Bank. Coautor do livro ‘O Encontro com a Sustentabilidade: Contribuições do Psicodrama', no qual apresenta ideias e exemplos de como promover o despertar de consciências para construir uma sociedade mais sustentável. Hoje é um projeto que visa provocar transformações sociais através dos alimentos. Descomplicando e desmistificando todo o universo da cozinha, para que as pessoas aprendam a comer melhor e preparar suas próprias refeições. Tem como foco montar a primeira escola de gastronomia da quebrada; o projeto conta também com um aplicativo para mapear os estabelecimentos foods da periferia; programas webs, oficinas, eventos etc.

Man in the Arena
Anibal Messa (Plataforma Capital) - Man in the Arena #064

Man in the Arena

Play Episode Listen Later Dec 12, 2021 46:42


O Man in the Arena é um videocast sobre empreendedorismo e cultura digital apresentado por Leo Kuba, Miguel Cavalcanti e In Hsieh. Neste episódio (#064​) Um bate-papo com Anibal Messa, partner da Plataforma Capital e pioneiro em venture capital no Brasil.  Anibal tem 14 anos de experiência em Private Equity/Venture Capital e 8 anos como consultor na McKinsey & Co. e Bain & Co. Executou uma das maiores “saídas” na história do VC brasileiro, através da venda do BuscaPe, a maior empresa de comparação de preços da América Latina, para o grupo Naspers da África do Sul por US$ 342 milhões.   Atuou como Diretor de Investimentos da Temasek Holdings – um fundo soberano da Ásia, tendo estabelecido o escritório em 2008 e executado operações chave, tais como: LAN Aerolíneas, Netshoes e Visanet.  Anibal possui experiência executiva diversificada, tendo trabalhado para a Delco Electronics, uma empresa GM Hughes Company, ABN/AMRO Bank e Royal Dutch/Shell.   Anibal graduou-se em administração pela Fundação Getúlio Vargas e estudou na Escola Politécnica da USP, é CFA e possui MBA em finanças pela Universidade de Chicago. Atuou como “board member” da Netshoes, BuscaPe Inc. e boo-box. O Man in the Arena tem apoio da Livraria Cultura, KingHost e FIAP. Para saber mais: Plataforma Capital: http://plataformacapital.com​ Linkedin: http://www.linkedin.com/in/anibalmessa​ Acompanhe e participe nos canais do Man in the Arena: YouTube: http://youtube.com/maninthearenatv​ Facebook: http://facebook.com/maninthearenatv​- iTunes (Audio): https://itunes.apple.com/br/podcast/m...

Man in the Arena
Anibal Messa (Plataforma Capital) - Man in the Arena #064

Man in the Arena

Play Episode Listen Later Dec 12, 2021 46:42


O Man in the Arena é um videocast sobre empreendedorismo e cultura digital apresentado por Leo Kuba, Miguel Cavalcanti e In Hsieh. Neste episódio (#064​) Um bate-papo com Anibal Messa, partner da Plataforma Capital e pioneiro em venture capital no Brasil.  Anibal tem 14 anos de experiência em Private Equity/Venture Capital e 8 anos como consultor na McKinsey & Co. e Bain & Co. Executou uma das maiores “saídas” na história do VC brasileiro, através da venda do BuscaPe, a maior empresa de comparação de preços da América Latina, para o grupo Naspers da África do Sul por US$ 342 milhões.   Atuou como Diretor de Investimentos da Temasek Holdings – um fundo soberano da Ásia, tendo estabelecido o escritório em 2008 e executado operações chave, tais como: LAN Aerolíneas, Netshoes e Visanet.  Anibal possui experiência executiva diversificada, tendo trabalhado para a Delco Electronics, uma empresa GM Hughes Company, ABN/AMRO Bank e Royal Dutch/Shell.   Anibal graduou-se em administração pela Fundação Getúlio Vargas e estudou na Escola Politécnica da USP, é CFA e possui MBA em finanças pela Universidade de Chicago. Atuou como “board member” da Netshoes, BuscaPe Inc. e boo-box. O Man in the Arena tem apoio da Livraria Cultura, KingHost e FIAP. Para saber mais: Plataforma Capital: http://plataformacapital.com​ Linkedin: http://www.linkedin.com/in/anibalmessa​ Acompanhe e participe nos canais do Man in the Arena: YouTube: http://youtube.com/maninthearenatv​ Facebook: http://facebook.com/maninthearenatv​- iTunes (Audio): https://itunes.apple.com/br/podcast/m...

The Irish Tech News Podcast
Entrepreneurial insights with Manuel Heyden, nextmarkets, Europe's fee-free neobroker

The Irish Tech News Podcast

Play Episode Listen Later Aug 27, 2021 22:42


We catch up with Manuel Heyden, cofounder of nextmarkets who are aiming to revolutionise trading with a fee-free model. Manuel Heyden (M. Sc. , born 1980) is co-founder and CEO of nextmarkets, Europe's fee-free neobroker based in Cologne. As CEO, he heads offices in Cologne, Lisbon and Malta with currently 42 employees. nextmarkets is backed by leading venture capitalists such as Peter Thiel, Founders Fund, Christian Angermayer, Axel Springer, Falk Strascheg and the listed FinLab AG. In addition to one of the largest offerings on the market and innovative financial products such as fractional trading or the specially developed money market product, nextmarkets is characterised by its clear focus on conveying stock market knowledge through free coaches. Manuel Heyden | CEO, Co-founder Manuel was born in Cologne, Germany, in 1980. He started his career in 1999 founding his first online marketing company at age of 19. Since then Manuel has followed his passion for product development, design and online marketing especially in the financial technology sector. After spending two and a half years in investment banking with ABN AMRO Bank in Frankfurt and London to establish an online brokerage company, he founded the social trading company, ayondo, in 2007 and sold most of his shares in 2014. Manuel holds a Master of Science from European Business School, Oestrich-Winkel. nextmarkets is Europe's fee-free neobroker based in Cologne. The German fintech operates offices in Cologne, Lisbon and Malta with currently 42 employees. nextmarkets is backed by leading venture capitalists such as Peter Thiel, Founders Fund, Christian Angermayer, Axel Springer, Falk Strascheg and the listed FinLab AG. In addition to one of the largest offerings on the market and innovative financial products such as fractional trading or the specially developed money market product, nextmarkets is characterised by its clear focus on conveying stock market knowledge through free coaches.

Nakerah Network
24 Ahmed Sherif – Sr. Information Security Expert at ABN AMRO Bank, Netherlands

Nakerah Network

Play Episode Listen Later Jul 16, 2021 56:29


Guest Contacts:https://twitter.com/sherif_ninjahttps://www..linkedin.com/in/ahmedsherifInterviewer:https://www.linkedin.com/in/younes-hassanin-233809144/Prepared By:https://www.linkedin.com/in/0xmohammed/ The post 24 Ahmed Sherif – Sr. Information Security Expert at ABN AMRO Bank, Netherlands first appeared on Nakerah Network.

Leaders in Finance Podcast
#67 - S4E7 - Marcel Zuidam — CEO Nationale-Nederlanden Bank N.V., lange carrière in de financiële sector, na overname Delta Lloyd bleef hij CEO, goede werk-privé balans, liefde voor horloges

Leaders in Finance Podcast

Play Episode Listen Later Jun 10, 2021 53:19


Marcel Zuidam is de CEO van Nationale-Nederlanden Bank N.V. Marcel werkt al zijn hele loopbaan in de financiële sector. In 1994 startte hij als management trainee bij ABN AMRO Bank, waar hij diverse management functies bekleedde in Corporate en Retail banking, laatstelijk als CFRO van ABN AMRO Hypotheken Groep. Na de afronding van de integratie met Fortis Bank Nederland stapte hij in 2012 over naar Quion Groep, een business process outsourcer op het gebied van hypotheek servicing, waar hij als directievoorzitter een succesvolle turnaround leidde. Daarna trad hij in dienst bij Delta Lloyd waar hij als CEO verantwoordelijk werd voor de bankactiviteiten. Via de overname van Delta Lloyd trad hij in 2017 dienst van Nationale-Nederlanden, waar hij als als Chief Transition Officer de integratie van beide banken leidde. Sinds twee jaar is hij CEO van Nationale-Nederlanden Bank. Marcel bekleedt diverse nevenfuncties waaronder lid van de Raad van Toezicht van Hostelketen Stayokay. Hij studeerde bedrijfseconomie aan de Universiteit van Amsterdam. Marcel is 50 jaar en woont met zijn vrouw en twee kinderen in Hilversum. Zijn favoriete sporten zijn mountainbiken, wielrennen, hardlopen en, als de reissituatie het toelaat, skiën.   ***  Volg Leaders in Finance via de website. Volg Leaders in Finance via Linkedin. *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief. ***  Zou je graag een bepaalde gast willen zien bij Leaders in Finance of ken je iemand die je wil voordragen? Laat het ons weten via gasten@leadersinfinance.nl  ***  Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl  ***   Als je de Leaders in Finance podcast leuk vindt, zou je dan een review willen achterlaten bijvoorbeeld bij Apple Podcasts? Of ons willen volgen bij Spotify. Veel dank, want sommige mensen gaan alleen luisteren naar deze podcast als ze weten dat er genoeg anderen zijn die het leuk vinden!  ***   Leaders in Finance wordt mede mogelijk gemaakt door Interim Valley, FG Lawyers, Odgers Berndtson en Roland Berger.   ------------------------------------ *** Zelf gaan podcasten? Podcast inzetten voor jouw organisatie? Vragen over Hosting? We willen best even meedenken, dus neem gerust contact op: info@leadersinfinance.nl  *** Interesse in een podcast serie over een specifiek inhoudelijk onderwerp voor jezelf of je medewerkers? Met Leaders in Finance Academy maken we series over specifieke onderwerpen in de financiële sector. Zo maakten we een serie over Anti Money Laundering en komende maanden volgen series over Bijzonder Beheer, Open Finance en Sustainable Finance. We horen graag van je: info@leadersinfinanceacademy.nl       

Challenging the status quo
Frame it Positively with Maarten Hoekstra

Challenging the status quo

Play Episode Listen Later May 14, 2021 48:42


Digital Savages proudly presents the new episode of 'Challenging the Status Quo' podcast season two with Maarten Hoekstra, team lead compliance learning & awareness at ABN Amro Bank. Maarten looks for a different angle in everything he does while framing it positively. Instead of being a man of success, he is a man of value. He brings value through learning while being curious about the curiosity itself! Train yourself to wonder, and do not take life too seriously!

Aurora Energy Research Podcast
EP.63 Lisa McDermott, Executive Director Renewable Project Financing at ABN AMRO Bank

Aurora Energy Research Podcast

Play Episode Listen Later Mar 31, 2021 30:55


Our Nordics Lead Alexander Esser speaks with Lisa McDermott - Executive Director Renewable Project Financing at ABN AMRO Bank. Lisa started her career as a lawyer at Clifford Chance, specialising in tax, M&A and fund structuring. Since 2004 she has held a number of senior origination, structuring and management roles within various structured finance disciplines. ABN AMRO is one of the earliest project financiers for offshore wind and one of the most active debt providers for renewables and sustainable business in Europe. Alex and Lisa discuss: • ABN AMRO’s role in financing the energy transition • Changing environment for project finance of renewables • Financeability of electrolysers for green hydrogen production

Man in the Arena (Audio)
Anibal Messa (Plataforma Capital) - Man in the Arena #064

Man in the Arena (Audio)

Play Episode Listen Later Mar 5, 2021 46:42


O Man in the Arena é um videocast sobre empreendedorismo e cultura digital apresentado por Leo Kuba, Miguel Cavalcanti e In Hsieh. Neste episódio (#064​) Um bate-papo com Anibal Messa, partner da Plataforma Capital e pioneiro em venture capital no Brasil.  Anibal tem 14 anos de experiência em Private Equity/Venture Capital e 8 anos como consultor na McKinsey & Co. e Bain & Co. Executou uma das maiores “saídas” na história do VC brasileiro, através da venda do BuscaPe, a maior empresa de comparação de preços da América Latina, para o grupo Naspers da África do Sul por US$ 342 milhões.   Atuou como Diretor de Investimentos da Temasek Holdings – um fundo soberano da Ásia, tendo estabelecido o escritório em 2008 e executado operações chave, tais como: LAN Aerolíneas, Netshoes e Visanet.  Anibal possui experiência executiva diversificada, tendo trabalhado para a Delco Electronics, uma empresa GM Hughes Company, ABN/AMRO Bank e Royal Dutch/Shell.   Anibal graduou-se em administração pela Fundação Getúlio Vargas e estudou na Escola Politécnica da USP, é CFA e possui MBA em finanças pela Universidade de Chicago. Atuou como “board member” da Netshoes, BuscaPe Inc. e boo-box. O Man in the Arena tem apoio da Livraria Cultura, KingHost e FIAP. Para saber mais: Plataforma Capital: http://plataformacapital.com​ Linkedin: http://www.linkedin.com/in/anibalmessa​ Acompanhe e participe nos canais do Man in the Arena: YouTube: http://youtube.com/maninthearenatv​ Facebook: http://facebook.com/maninthearenatv​- iTunes (Audio): https://itunes.apple.com/br/podcast/m...

Leadership Lyceum: A CEO's Virtual Mentor
Why is Achieving Diversity So Hard? Overcoming Homophily and Our Own Human Nature with Sociologist James Cook

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Feb 24, 2021 58:01


Welcome to Episode 25, Season 6, of the Leadership Lyceum: A CEO's Virtual Mentor®. This is part one of two episodes aimed as a celebration of Black History Month. In August 2020, USA Today reported that 11% of the directors across the 50 largest companies in the S&P 100 are black. On the other hand, gender diversity on boards has shown better improvement over the last seven years. BoardEx just released data that revealed gender diversity on corporate boards in the US increased about 10% over the seven-year period from 2014 to 2020, that is from 19% to 28.8%, a year on your average growth rate of about 1.4%. France and Norway are at 44% and 39% respectively, but their growth rate is slower than the US. You see, they started from a higher percentage level in the first place. We agree with all the benefits of having diverse boards, but we think that a 1.4% growth rate is not even close to good enough. Since the 2017 founding of our sister company, Lyceum Leadership Consulting, we’ve placed diverse candidates in 24 out of 43 of our board and executive searches, or 56%. It's a track record we're proud of, but we can do better. If we assume the good intentions of everyone involved in board selection decisions to improve upon those numbers, then what is holding us all back? What is causing the stubborn persistence of diversity levels across the world? Lyceum Leadership Consulting thesis is that we are battling our own human nature. In my search work over the last decade and a half, I often observed that a missing link in creating boardroom diversity is often a lack of diversity in the professional networks of the board of directors or the nominating committee themselves. As often, candidates are identified and selected from these networks. In order to understand what causes a lack of network diversity to exist, it's instructive to understand sociology applied to these social networks. In this program, we examine ways of counteracting our own human nature to ultimately make significant improvements in boardroom and executive diversity. Joining me on the program is Associate Professor of Sociology, James M. Cook, from the University of Maine. One of Dr. Cook's areas of expertise is in the area of social network analysis. I discovered Professor Cook's work in my own research on this perplexing issue. I was especially intrigued and informed by an academic paper that he co-authored in 2001 called Birds of a Feather: Homophily in Social Networks.         Program Guide A CEO’s Virtual Mentor Episode 25  Why is Achieving Diversity So Hard? Overcoming Homophily and Our Own Human Nature with Sociologist James Cook  0:00     Introduction to the program and Dr. James M. Cook, Associate Professor of Sociology, from the University of Maine. 4:26     Definition of Homophily 7:25     Homophily in the boardroom setting and the limitations of the board 11:20   Break 1 11:19   Social Capital: Bonding and Bridging 14:34   Break 2 14:47   Part 1 of the Framework for Overcoming Homophily: Finding people who are different 25:35   Break 3 26:19   Part 1 (continued): Finding, or being found, at the individual level 33:46   Break 4 34:29   Part 2 of the Framework for Overcoming Homophily: Uniting through the instability that bringing people who are different causes 40:24   Break 4 40:51   Part 3 of the Framework for Overcoming Homophily: Managing conflicts that are bound to arise. 44:15   Break 5 44:38   Conclusion: Intergroup relations and advice toward improvement in diversity outcomes 55:06   End of Program and Preview of Episode 26, part 2 of 2, in celebration of Black History Month   We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  See you next time.   Informative and Helpful Links USA Today Article Biographies of Guests Dr. James Cook Dr. James Cook is currently an Associate Professor of Sociology at the University of Maine at Augusta. His primary areas of interest in research and teaching are political organizations, social networks, social media, and the sociology of gender. That interest is reflected in the development of new courses at UMA in Social Networks and Analyzing Social Media and in community service (where his current projects are attempts to deepen student connections with the UMA Community Gardens civic engagement project and the Maine State Legislature). His present research interests include applications of social network and social identity theory to social media, the development and testing of a social network model of state legislators, and the application of workplace theories of glass ceilings and escalators to explain patterns of cooperation among legislators along and across lines of gender.  He is also engaged in research regarding the social network characteristics of publicly-communicating groups of sexual minorities. Dr. James Cook received a B.A. in Sociology from Oberlin College in 1993 and M.A. and Ph.D. in Sociology from the University of Arizona in 1996 and 2000, respectively.     Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of corporate clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 30-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.   Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com   Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2021. All rights reserved.  

The Business of Data Podcast
Anne Merel Oosterbroek: Why Demystifying Data for Executives is a Priority for ABN AMRO Bank

The Business of Data Podcast

Play Episode Listen Later Jan 28, 2021 27:20


Anne Merel Oosterbroek, Head of Data & Analytics, Financial Restructuring and Recovery at ABN AMRO Bank NV shares her tips on creating data literacy campaigns for senior executives Successful digital transformations require careful planning and significant investments of time and money. Demystifying data and analytics for senior leadership is an essential part of winning that financial investment, argues Anne Merel Oosterbroek, Head of Data and Analytics, Financial Restructuring and Recovery for ABN AMRO Bank NV in this week's episode of the Business of Data Podcast. Data teams steeped in data and analytics know their power and potential. However, educating senior leaders who may be less aware of the benefits is an important step toward successful digital transformations. “Start with the top,” she recommends. “It's very important to create those believers, not only at the lower levels of an organization but [also] at the top. If you have a few believers, [then] it is a lot easier to have those investments approved.” By creating a data literacy campaign specifically for senior executives, data and analytics leaders can demonstrate how digital transformation will help their businesses to achieve their goals. “We shouldn't assume that our leadership team understands what we can do with data and analytics,” she says. “We should really start by answering the very basic questions. As soon as we've done that, we can then explain what is possible, so they actually get enthusiastic.” Communicating data and analytics success stories is also an important part of winning hearts and minds across the business, Oosterbroek says. “Invest your time in understanding the possibilities of data and analytics, and don't be shy to make your colleagues [feel] enthusiastic about this fantastic world of data analytics,” she concludes. Key Takeaways Don't assume that senior executives understand the potential of data and analytics. Start with the basics and build toward more complex topics from there Educate senior leadership on the benefits to secure buy-in. Their support is essential to achieve successful digital transformations Become a data and analytics evangelist. Establish data and analytics literacy programs and prioritize education across business units to get people excited about the future

Leadership Lyceum: A CEO's Virtual Mentor
Inspiring award-winning performances from your talent: Crossover applications to business leadership from the theatrical development process with Charles Newell, Artistic Director of Court Theatre in Chicago

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Dec 18, 2020 56:23


Inspiring award-winning performances from your talent: Crossover applications to business leadership from the theatrical development process with Charles Newell, Artistic Director of Court Theatre in Chicago A CEO’s Virtual Mentor Episode 24   Welcome to Episode 24, Season 5, of the Leadership Lyceum: A CEO's Virtual Mentor®. I'm joined in the program today by Charles Newell, the Marilyn F. Vitale Artistic Director of the renowned and critically acclaimed Court Theatre in Chicago. This interview was recorded in the summer of 2019 as the Court Theatre's production of the play, The Adventures of Augie March, had completed its record-breaking performance run. We had intended to publish this episode early this year in 2020, but COVID hit and it seemed a little bold to put this out at the early stage of the pandemic. The world had other pressing items that deserved attention. But now, in the middle of the holiday season, we've been without live theater and entertainment for nine months, we thought this interview might be not only informative, but also soothing at this stage of the pandemic.   This interview is timeless and gets deep into a theatrical production's creative process as seen through the mind's eye of the director. In general, we, as an audience of entertainment, be it sports or the performing arts, are often spoiled with the perfection and professionalism of the finished product. But what is involved or required from a leadership perspective to develop and burnish the performance into the form to which we are also accustomed? What goes on in the business of theater has crossover applications to all business leaders. We'll cover a wide range of topics in today's program. We'll outline the organizational form of the Court Theatre, including its governance, funding and management structure. But the majority of our time will be spent stepping through the phases of the creation of a production from script selection to closing night.   Program Guide A CEO’s Virtual Mentor Episode 24 Inspiring award-winning performances from your talent with Charles Newell, Artistic Director of Court Theatre in Chicago 0:00     Introduction to the program and Charles Newell, Artistic Director of the Court Theatre in Chicago 3:20     Court Theatre’s history, governance structure, funding sources and unique structure with the University of Chicago. 5:09     Achieving high caliber of performances on a smaller budget than peers theater companies in Chicago 7:25     Unique mission and social-societal outcomes of Court Theatre in the realm of national theater. 10:39   Break 1 11:19   Phase 1 of the Theatrical Development Process: Finding and developing a script. 17:11   Break 2 17:27   Phase 2 of the Theatrical Development Process: Developing the look and feel of the production. Revealing the collaborative creative process. 25:01   Break 3 25:35   Phase 3 of the Theatrical Development Process: The Casting Process. Dealing with barriers and constraints. 32:45   Break 4 34:51   Phase 4 of the Theatrical Development Process: Production development, rehearsal, and refinement. Inspiring and motivating actors to perform at their best. 39:20   Break 5 39:46   Phase 5 of the Theatrical Development Process: The arc of production and performance evolution from opening night to closing night. Keeping a production evolving and improving in the absence of continuous rehearsals. 49:33   Break 6 50:03   Retrospective self-reflection on the evolution of a theater director. 55:06   Conclusion and coming attractions.   We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  See you next time.   Informative and Helpful Links   https://www.courttheatre.org/ http://manualcinema.com/   Biographies of Guests Mr. Charles Newell Charles Newell is the Marilyn F. Vitale Artistic Director of Court Theatre. He was awarded the SDCF Zelda Fichandler Award, “which recognizes an outstanding director or choreographer who is transforming the regional arts landscape through singular creativity and artistry in theatre.” Charlie has been Artistic Director at Court Theatre since 1994, where he has directed over 50 productions. He made his Chicago directorial debut in 1993 with The Triumph of Love, which won the Joseph Jefferson Award for Best Production. Charlie’s productions of Man of La Mancha and Caroline, or Change have also won Best Production Jeffs. Other directorial highlights at Court include All My Sons, The Hard Problem,  Man in the Ring; One Man, Two Guvnors; Satchmo at the Waldorf; Agamemnon; The Secret Garden; Iphigenia in Aulis; M. Butterfly; The Misanthrope; Tartuffe; Proof; Angels in America; An Iliad; Porgy and Bess; Three Tall Women; Titus Andronicus; Arcadia; Uncle Vanya; Raisin; The Glass Menagerie; Travesties; Who’s Afraid of Virginia Woolf?; The Invention of Love; and Hamlet. Charlie has also directed at Goodman Theatre (Rock ‘n’ Roll), Guthrie Theater (The History Cycle, Cymbeline), Arena Stage, John Houseman’s The Acting Company (Staff Repertory Director), the California and Alabama Shakespeare Festivals, Juilliard, and New York University. He has served on the Board of TCG, as well as on several panels for the NEA. Opera directing credits include Marc Blitzstein’s Regina (Lyric Opera), Rigoletto (Opera Theatre of St. Louis), Don Giovanni and The Jewel Box (Chicago Opera Theater), and Carousel (Glimmerglass). Charlie was the recipient of the 1992 TCG Alan Schneider Director Award, and has been nominated for 16 Joseph Jefferson Director Awards, winning four times. In 2012, Charlie was honored by the League of Chicago Theatres with its Artistic Achievement Award.   Your host Thomas B. Linquist is the Founder and Managing Director of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of corporate clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 30-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders. Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.   Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com   Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.  This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2020. All rights reserved.

The Tech Blog Writer Podcast
1431: The Tech Improving the Way Investors Trade Stocks

The Tech Blog Writer Podcast

Play Episode Listen Later Dec 14, 2020 21:52


Manuel Heyden, CEO, Co-founder of Nextmarkets, joins me on the Tech Talks Daily Podcast. He started his career in 1999, founding his first online marketing company at the age of 19. Since then, Manuel has followed his passion for product development, design, and online marketing, especially in the financial technology sector. After spending two and a half years in investment banking with ABN AMRO Bank in Frankfurt and London to establish an online brokerage company, he founded the social trading company, ayondo, in 2007 and sold most of his shares in 2014. Manuel holds a Master of Science from European Business School, Oestrich-Winkel. Manuel shares his vision for Nextmarkets and how he and his team are passionate about improving the way private investors trade on the stock markets through education. I learn how Europe’s commission-free online broker considers itself as an exchange coach, analyst, and trading platform in one. In a world of up and downs, private investors can be accompanied by more than a dozen trading coaches in an innovative way, so that the term “curated investing” has been created. I also learn more about the technology that makes all this possible. Nextmarkets, with offices in Cologne and Malta, currently employs 35 people and is backed by leading venture capitalists such as Peter Thiel, Falk Strascheg, and the publicly listed FinLab AG.

Chaos and Rocketfuel Podcast
18. Selwyn Rayzor discusses being a capitalist with a socialist agenda and how the 2020 election will impact the future of work.

Chaos and Rocketfuel Podcast

Play Episode Listen Later Oct 16, 2020 33:54


Selwyn discusses the impacts the 2020 election will have on companies companies with a shift left, towards more environmentally focused initiatives, healthcare changes, and parental leave policies. Selwyn Rayzor is President of the Rayzor Company, a real estate and investment company, and is on the Board of Directors of Suderman & Young Towing as well as G&H Towing, harbor towing companies in the Gulf of Mexico. She is also a member of the Westpark TIRZ (Tax Increment Reinvestment Zone) Board with the city of Denton, Texas. Before returning home to Texas, Rayzor was a Managing Director within the investment banking division of the ABN Amro Bank in London. Prior to her time in London, she was a mortgage derivative trader in New York. Rayzor’s passion for helping underprivileged women and children was deepened after traveling with UNICEF USA to Uganda and Nepal. She is the founding Board Chair of the North Texas Board of UNICEF USA and serves on the National Development Board of UNICEF USA. She also serves on the Board of Directors of Planned Parenthood of Greater Texas as well as board chair for talkSTEM. Rayzor is a proud graduate of Duke University, and now serves on the Duke Alumni Association Advisory Committee as an alumni interviewer and on the Duke University Innovation and Entrepreneurship Initiative Advisory Board. She is a founding member of the Duke UNICEF Innovation Accelerator. She has chaired fundraising events for UNICEF, Family Gateway, Texas Women's Foundation, Annie’s List, Planned Parenthood of Greater Texas, the Lamplighter School and the Greenhill School. Rayzor lives in Dallas with her husband Rich and children, Jack and Adair.

GARP Risk Podcast
What COVID-19 can Teach Companies about Climate Risk

GARP Risk Podcast

Play Episode Listen Later Jun 8, 2020 32:55


COVID-19 is having a dramatic impact on the nature of market, credit, financial, and operational risks facing companies. Information about these risks is evolving at a rapid pace. To help risk managers stay informed of the latest developments and address the challenges associated with COVID-19, GARP has launched a podcast series featuring lively discussions with thought leaders and experts.   This week we will be taking a look at the intersection between the COVID-19 crisis and risks around Climate Change. The COVID-19 pandemic has raised a lot of questions about the impact of the lockdowns on the environment, how quickly new behaviors can be adopted in a crisis and what lessons can be learned from our experience with COVID-19 that may be helpful as risk managers move to mitigate the expected consequences of Climate Change. In this episode, we speak with Naeem Siddiqi, Senior Advisor, Risk and Quantitative Solutions, SAS Institute Inc. and  Peter Plochan, FRM, Principal Business Solutions Manager at SAS about what COVID-19 can teach companies about mitigating climate risk.         Over the years, GARP and SAS have worked together to bring risk practitioners unique insights on a variety of topics related to financial risk and have partnered on this episode of our COVID podcast series. About SAS As a leader in analytics, SAS has more than 40 years of experience helping organizations solve their toughest problems. Our unrelenting commitment to innovation enables banks to modernize and sustain a competitive edge. SAS provides an integrated, enterprise-wide risk-management platform for managing risk in an organization, from strategic to reputational, operational, financial or compliance-related risk management. Learn more about how SAS is driving innovation and business value for risk and finance professionals at www.sas.com/risk.   Speaker Bios Peter Plochan, Principal Business Solutions Manager at SAS is a FRM certified Risk Management specialist with strong analytical mindset and finance background. He is combining 10+ years of Risk Management experience from ABN AMRO Bank, PWC, Atradius, GARP, PRMIA. Since 2014 he is with SAS as global acting domain expert leveraging the latest trends in AI and analytics with the deep risk management & finance expertise.   Naeem Siddiqi is the author of Credit Risk Scorecards (Wiley & Sons, 2005), and Intelligent Credit Scoring (Wiley & Sons, 2017), and has advised and trained bankers in over 20 countries on the art and science of credit scoring. Naeem has worked in retail credit risk management since 1992, both as a consultant and as a risk manager at financial institutions.   At SAS, Naeem played a key role in the development of products relating to credit scoring. He is currently responsible for advising customers on issues pertaining to credit scoring and decisioning, risk strategy, climate change risk, AI/ML in credit risk as well as modernizing analytics infrastructures. He continues to meet and advise C-level bankers in between 40-50 top lending institutions worldwide annually.   Naeem has an Honours Bachelor of Engineering from Imperial College of Science, Technology and Medicine at the University of London, and an MBA from York University in Toronto.      

Leaders in Finance Podcast
#13 - S1E13 - Eric Barratt - Jones — Managing Director Advice & Mortgages bij ABN AMRO Bank, leidinggeven aan 1.200 mensen, Young Captain Award finalist 2019, kwetsbaarheid, ambitie

Leaders in Finance Podcast

Play Episode Listen Later Apr 30, 2020 45:54


Deze week hebben we Eric Barratt-Jones te gast, Managing Director Advice en Mortgages bij ABN AMRO Bank.  We zitten midden in de Corona crisis en daarom is er voor deze aflevering gekozen om dit gesprek digitaal op te nemen.  Eric en ik kennen elkaar al circa 13 jaar maar hebben zeer beperkt contact gehad in die periode, maar via een gezamenlijke relatie Jan Paul van Geen heb ik toch altijd het gevoel gehad redelijk goed op de hoogte te zijn geweest van hoe het met jou is gegaan. Kortom, extra bijzonder om daarom vandaag met jou in de setting van Leaders in Finance te praten!  Voordat we van start gaan wil ik je graag introduceren. Zoals hierboven genoemd, Eric is Managing Director Advice en Mortgages bij ABN AMRO bank. Het deel Advice in zijn functietitel gaat over financieel advies aan circa 225 duizend vermogende particulieren. Het deel Mortgages in zijn functietitel gaat over advies inzake hypotheken voor particulieren en private banking klanten. In totaal werken er meer dan 1.200 mensen in de teams van Eric.  Na zijn studie Small Business in Haarlem, is Eric gestart met het traineeship bij ABN AMRO en gaan werken als relatiemanager zakelijke klanten. Daarna volgden diverse functies bij ABN AMRO, onder andere bij de innovatie en consultancy takken, werkte hij bij ABN AMRO's dochteronderneming Moneyou, was hij hoofd van performance management van de Retail Bank en werkte hij als eindverantwoordelijke voor 30 retail kantoren van Amersfoort tot de Achterhoek om uiteindelijk op zijn huidige functie terecht te komen.  Naast zijn baan bij ABN AMRO heeft Eric meerdere ondernemingen gerund, waaronder een Lingerie Store en een bedrijf in de vastgoedsector. Wat er van deze bedrijven is gekomen en wat Eric er van heeft geleerd zullen we ongetwijfeld horen tijdens dit gesprek. Dat wil zeggen: ik zal er zeker naar vragen!  Eric was finalist van de Young Captain Award 2019. Daarnaast was Eric vroeger een fanatiek sporter, hij hockeyde op hoog niveau. En hij is nog steeds aan het sporten, zo loopt hij marathons. Hij liep bijvoorbeeld de marathon van New York in hetzelfde jaar als ik.  Eric is 38 jaar oud, is getrouwd en heeft 2 kinderen. Hij woont met zijn gezin in Eindhoven.    ***  Volg Leaders in Finance via https://www.linkedin.com/company/leaders-in-finance  ***  Zou je graag een bepaalde gast willen zien bij Leaders in Finance of ken je iemand die je wil voordragen? Laat het ons weten: gasten@leadersinfinance.nl  ***  Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl  ***  Als je de Leaders in Finance podcast leuk vindt, zou je dan een review willen achterlaten bijvoorbeeld bij Apple Podcasts? Of ons willen volgen bij Spotify. Veel dank, want sommige mensen gaan alleen luisteren naar deze podcast als ze weten dat er genoeg anderen zijn die het leuk vinden!  ***  Leaders in Finance wordt mede mogelijk gemaakt door Interim Valley, FG Lawyers en Bizcuit. Meer informatie:  https://www.leadersinfinance.nl/interim-valley  https://www.leadersinfinance.nl/fg-lawyers  https://www.leadersinfinance.nl/bizcuit 

The Innovating Advice Show
IA 004: The Netherlands with Andrea Middel of DURF Financieel Planners

The Innovating Advice Show

Play Episode Listen Later Feb 26, 2020 46:04


Andrea Middel joins the show and highlights the impressive fintech landscape in The Netherlands, why the majority of financial planners are specialists, not generalists, and how we can increase access and awareness of financial planning for all. The Netherlands banned financial product commissions in 2013 so technology has stepped in to provide execution-only platforms for financial products (like life insurance) and ‘financial planning lite' options since consumers are now aware that advice isn't free — both developments that Andrea embraces as being good for consumers and financial planners. You'll Learn Why carrots are orange (really!). That the majority of financial planners in The Netherlands, including CFP professionals, specialize in one area, like mortgage planning, divorce planning and asset management. Business models in The Netherlands following a ban on commissions in 2013. What happened to those product providers when commissions were banned. About the robust Fintech environment in The Netherlands, including lots of B2C platforms being embraced by financial planners. What DURF Financieel Planners means in English and how its slogan translates to all aspects of life. One of the most impactful ways we can expand access and exposure to financial planning — through it being provided as an employee benefit Guest Bio Andrea Middel worked at ABN AMRO Bank for 13 years before starting her own fee-only financial planning firm in 2006. In January 2020, she became a partner in a new independent, fee-only firm, DURF Financieel Planners. In 2011, she was named Financial Planner of the Year in The Netherlands; served on the Board of the Federation of Financial Planners (FFP) from 2012-2018; and is currently a member of the Board of Directors of Financial Planning Standards Board Ltd. Resources and Terminology Andrea's LinkedIn Andrea's Twitter DURF Financieel Planners website Holland Fintech

Project Ecosofie
16. Duurzaamheid in de strategie van bedrijven met Annemieke Roobeek

Project Ecosofie

Play Episode Listen Later Dec 6, 2019 59:28


Annemieke Roobeek is hoogleraar strategie en transformatie op Nyenrode Business Universiteit en is daarnaast commissaris bij de ABN AMRO Bank en was dat tot verkort ook bij de KLM. Ze is voorzitter van Social Finance NL en bij PGGM voorzitter van de Advisory Board for Responsible Investments. Ze is eigenaar van o.a. MeetingMoreMinds, een netwerkorganisatie. We bespreken in deze podcast hoe bedrijven duurzaamheid in de strategie kunnen toepassen vanuit zowel de theorie als praktijk. Zo gaan we bijvoorbeeld in op duurzaamheid in de luchtvaartsector waar zij invloed had op het gevoerde beleid door KLM. Binnen ABN AMRO geldt ‘banking for better’. Voor Social Finance NL is de focus om maatschappelijke vooruitgang met innovatieve financiële instrumenten te stimuleren. Annemieke Roobeek denkt groots en plaatst grote vraagstukken in een verrassend perspectief van duurzaamheid, innovatie en maatschappelijke betrokkenheid.

Márcia Peltier Entrevista
Márcia Peltier Conversa com o consultor de carreiras e mercado e escritor Alberto Roitman

Márcia Peltier Entrevista

Play Episode Listen Later Nov 12, 2019 7:42


O Programa Márcia Peltier Entrevista na rádio JB FM  trouxe entre os dias 28 de outubro e 3 de novembro a conversa  com o consultor de carreiras e mercado e escritor Alberto Roitman. Ele está lançando seu novo livro ‘’Você é o que Você Entrega’’. Alberto é formado em Direito  pela Universidade Mackenzie-SP e pós- graduado em Marketing e Administração de Empresas. Trabalhou em grandes companhias como Citibank e Abn Amro Bank. Atuou por 15 anos no meio corporativo e acumula mais 10 anos em Consultoria de Treinamento e Desenvolvimento de Pessoas. Também é autor do livro ‘’A Última Chance’’ Durante a conversa  com Marcia Peltier, ele explica o título do livro ‘’Você é o que Você Entrega’’,fala sobre gestão de carreiras e marketing pessoal, diz como um profissional pode ter uma boa imagem profissional e aborda a importância da "inteligência espiritual".

Leadership Lyceum: A CEO's Virtual Mentor
The Anatomy of a Private Equity Investment: from M&A roll-up, to IPO, and beyond with Advanced Disposal Services’ Chairman and CEO Richard Burke

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jun 21, 2019 55:17


“Service First, Safety Always” The Anatomy of a Private Equity Investment: from M&A roll-up, to IPO, and beyond with Advanced Disposal Services’ Chairman and CEO Richard Burke A CEO’s Virtual Mentor Episode 23  Welcome to episode 23 and the beginning of Season 4 of A CEO's Virtual Mentor. I'd like to express our special thanks to the clients of Lyceum Leadership Consulting that have enabled us to bring you this podcast, and to you, ladies and gentlemen, our devoted listenership, for your continued encouragement and programming suggestions. And let me mention that we cannot improve without your feedback and suggestions. Please take a moment and subscribe on iTunes or your favorite podcast platform, and rate us with your feedback. There are two main features on our program today. I. We occasionally feature a spot on the program called Famous Last Words. We will intersperse excerpts of a dramatic scene from the 1956 movie, “Patterns…of Power!”, through the breaks in our program. Patterns’ brilliant screenplay was written by Rod Serling of Twilight Zone fame. The Patterns script predated Twilight Zone and is considered by many as the finest piece of writing Rod Serling has ever done and brought him instant acclaim. We'll feature the dramatic scene between ruthless, cold, and calculating owner of the corporation Walter Ramsey, played by Everett Sloane, and youthful, charismatic and considerate industrial engineer, Fred Staples, played by Van Heflin. Ramsey is impressed with the performance of Fred Staples at a company Ramsey has recently acquired. Ramsey's grooming Staples to replace the struggling, but highly principled Bill Briggs, played by Ed Begley, as the second in command at the company. II. For our main event in the program, I'm joined by Richard Burke, Chairman and CEO of publicly-traded solid waste services company, Advanced Disposal Services.  We'll be discussing Richard's leadership in a company that delivers a service punch well above its $1.6 billion weight class. We'll cover its evolution from private equity backed roll-up of solid waste businesses through its IPO in October of 2016 and right up to just prior to the announcement on April 15, 2019, that Waste Management would purchase Advanced Disposal. Our interview covers a lot of ground and addresses an array of situation-specific business leadership topics, including: The economics of the solid waste business. A company’s evolution from private equity ownership to IPO M&A and the "Four D’s" behind a seller’s motivation Corporate Reputation and Integrity Reputation Derived from Investors on the Path to an IPO Safety and Corporate Culture Post-IPO Board Composition Considerations  We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Informative and Helpful Links “Patterns…of Power!” (Full Movie) https://www.youtube.com/watch?v=UMnU4faUMUY   Program Guide Episode 23 “Service First, Safety Always” The Anatomy of a Private Equity Investment: from M&A roll-up, to IPO, and beyond with Advanced Disposal Services’ Chairman and CEO Richard Burke A CEO’s Virtual Mentor Episode 23  0:06     Introduction to Program 1:05     Introduction to Famous Last Words feature “Patterns…of Power!” 2:51     Interview with Richard Burke 11:02   Music Break 1 11:19   Patterns Scene 1 of 4    15:24   Music Break 2 15:43   Richard Burke on Landfill Economics 16:48   The Secondary Vertically Integrated Market 19:09   Geographic Adjacencies 21:28   The Seller’s Consideration and “the Four D’s” 23:03   Reputation Requirements for M&A 23:20   Music Break 3 23:26   Private Equity Interest and Approach in the Solid Waste Sector 27:13   Advantages of Funding/Partnering with Private Equity 28:48   Music Break 4 29:07   Patterns Scene 2 of 4    30:22   Music Break 5 30:40   Transactions that Formed ADS Today 32:47   Reputation Derived from Investors on the Path to an IPO 33:49   Assembling the Management Team During the Formative Transactions 35:12   Culture and “Service First, Safety Always” 38:49   Music Break 6 38:55   Patterns Scene 3 of 4    39:23   Music Break 7 39:36   Post-IPO Board Composition Considerations 44:56   Post-IPO Management Team Skills/Experience Considerations 46:43   Music Break 8 47:10   Richard Burke’s Individual Leadership and Foundational Experiences. 52:22   Concluding Comments 52:59   Patterns Scene 4 of 4    Biographies of Guests Mr. Richard Burke Mr. Burke serves as Chief Executive Officer of Advanced Disposal. Prior to serving as CEO, he served as President of the company and was responsible for mergers and acquisitions, purchasing, risk management, human resources and strategic planning. He joined Advanced Disposal following the acquisition of Veolia Environmental Services Solid Waste in November 2012, where he was President and CEO of Veolia Environmental Services North America since 2007. Mr. Burke began his employment with Veolia in 1999 as Area Manager for the Southeast Wisconsin area and served as Regional Vice President for the Eastern and Southern markets until he was appointed Chief Executive Officer.  As CEO, Mr. Burke was responsible for leading Veolia Environmental Services in the U.S. and Canada, which included annual revenue of $2 billion, more than 200 locations and a team of 10,000 employees.  Prior to joining Veolia, he spent 12 years with Waste Management in a variety of leadership positions.  He currently serves on the Board of the Environmental Research and Education Foundation and in September 2017 was named to the Board of Estre Ambiental S.A., which is the largest waste management company in Brazil and Latin America by disposal capacity. Mr. Burke holds a bachelor’s degree from Randolph Macon College.   Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 14 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.   Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com   Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.  This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.

The Net Promoter System Podcast – Customer Experience Insights from Loyalty Leaders
Ep. 158: ABN AMRO's Alex Terpstra | Without the Customer, There's No Food on the Table

The Net Promoter System Podcast – Customer Experience Insights from Loyalty Leaders

Play Episode Listen Later Jun 6, 2019 46:32


Alex Terpstra, head of innovations at ABN AMRO Bank, was born and raised for customer service. His father, a retailer in the Netherlands, never failed to remind young Alex who put food on the family's table. “Every day on our dinner table we were talking about customers.” On this episode of the Net Promoter System podcast, Alex explains how he helped ABN AMRO to launch radically new services for its customers, even at the risk of a short-term profit hit. The payoff, he says, has been highly lucrative customer relationships that pay dividends far beyond the initial costs.

My Worst Investment Ever Podcast
Cyrille Langendorff – Setbacks are Part of the Investment Life

My Worst Investment Ever Podcast

Play Episode Listen Later May 20, 2019 16:31


Cyrille Langendorff is managing director of the international affairs and private equity department of French bank Credit Coopératif (CC), a member of the BPCE banking group, and has more than 20 years of experience in the banking sector. After achieving bachelor’s and master’s degrees in finance from Paris Dauphine University, Cyrille began his investment banking career at Banque Paribas (now BNP Paribas) and ABN AMRO Bank in Abidjan, Ivory Coast, London, and Paris for 15 years. Prior to his current role, Cyrille worked for four years analyzing and monitoring CC’s solidarity portfolio of investment funds managed by Ecofi Investissements (an asset management company in the CC Group) in France, and the European investments done with CC’s partners at the European Federation of Ethical and Alternative Banks (FEBEA) and the Global Alliance for Banking on Values (GABV). Cyrille represents CC on the boards of social finance and microfinance investment companies CoopEst, CoopMed, and Inpulse (CC’s subsidiary in impact investment funds), Microfinance Solidaire, a subsidiary of French NGO Entrepreneurs du Monde, and on the executive board of FEBEA. He’s also a board member of the French NGO, ACTED. He’s been rapporteur for the French National Advisory Board’s (NAB) report on social impact investment (2014) and is now chair of the group representing France on the executive committee of the Global Steering Group for Impact Investment (GSG) under the chairmanship of Sir Ronald Cohen. He’s also chairing the Impact Invest Lab, an operational arm of the NAB.   “I think you learn from the mistakes, you learn from worst investments you made, so don’t be disappointed. It’s part of the investment life.” – Cyrille Langendorff   Worst investment ever Cyrille was a young investment banker in 1995, so he was still quite a rookie in the market. He (his bank and clients) had the opportunity to invest in Nokia stock, the Finnish mobile phone maker that was far more popular in the 90s. It was June 1995 and the stock had already gone up to 2 euros per share from around 1.10-1.20 euros in January. There was a lot of interest and many clients were coming to a big roadshow in Paris and Nokia management were also attending. Amid this positive atmosphere, Cyrille was not suspicious about this kind of event. Everybody was saying Nokia was a great story and rushed to buy the stock at the end of the roadshow the next day at around 2 euros. Very soon afterwards, the stock crashed and everyone was complaining that they had been convinced at the show by all the marketing events and promotion of the stock to buy it. The stock slid to around 1.25 euros by the end of the year. So basically, Cyrille lost 75 euro cents per share. It was a terrible investment in a short period. It took nearly two years for the price to return to 2 euros. Some investors were not patient enough, so they sold for a loss. But those who were patient who kept thinking it was a good story had to wait two years. So the timing was wrong but the stock even today is at around 5 euros. So, Cyrille says, if you were willing to wait for 25 years to make some money, that’s great. He also noted that it went up to much more in 2000-2001 (50 euros per share). Some lessons Don’t be discouraged by market movements. Markets can fluctuated quickly so be very persistent and patient. However, that patience and belief in the idea that the story is good, look deeper at what went wrong before you sell (and of course before you buy). This should include sector research, competitor analyses, detailed examination of the target company’s business model, and face-to-face visits with company management. It can take patience, perseverance, and also a strong belief in the story to hold on for the long term.Be very cautious about worldwide company roadshows. They can sometimes be dangerous to preserving your wealth or that of your clients. Andrew’s takeaways Be aware of companies’ “dog and pony shows”. Their purpose is to raise capital, so they really push the positive side of the stock’s story. They put a lot of energy, practice and marketing psychology into making a good presentation. Particularly if you are young in the industry, it is difficult to see clearly what is behind that show. Actionable advice Do your homework and be patient. Do your research. Don’t be in a hurry. Take a modest position after a rally to test the story. If you think the story is still good, and there’s a strong rally of the stock, just buy a small package of shares. Don’t use the whole of your position and see what happens. No. 1 goal for next the 12 months The French High Commissioner for the Social and Solidarity Economy and Social Innovation, will convene in Paris a global meeting to support the development of impact investing, inclusive economics and social innovation known as the Pact for Impact Summit on 10 and 11 July. In his role as chair of the Impact Invest Lab, Cyrille is working to be a strong promoter of the event and help in its organization in order to encourage his organizations’ best projects and best practice. Parting words “I’ve learned a lot (from my mistakes) and I have moved from listed to non-listed companies and now I don’t have to look at daily charts.”   You can also check out Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points   Connect with Cyrille Langendorff: LinkedIn  Connect with Andrew Stotz astotz.com  LinkedIn Facebook  Instagram Twitter  YouTube My Worst Investment Ever Podcast 

Leadership Lyceum: A CEO's Virtual Mentor
A Remarkable Corporate Turnaround: The “Take-Private” of Talen Energy with CEO Ralph Alexander and CFO Alex Hernandez

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later May 17, 2019 46:25


 A Remarkable Corporate Turnaround: The “Take-Private” of Talen Energy with CEO Ralph Alexander and CFO Alex Hernandez A CEO’s Virtual Mentor® Episode 22  Welcome to Episode 22 and May 2019, which marks Lyceum’s three-year anniversary of publishing A CEO's Virtual Mentor®. Today I'm joined by Talen Energy’s CEO, Ralph Alexander, and CFO, Alex Hernandez. We'll be discussing the remarkable turnaround of Talen Energy that Ralph and Alex have been leading. Talen Energy in its privately-held form today is unique and its evolution to its current state illustrates the range of leadership approaches available for a company in a “take-private” setting. There's a definite before, middle, and beyond to the take private transformation. Talen is still in the early stage of the “beyond” era. The red-letter date of the take-private was December 6th, 2016.  And to set context, we have to back up a little bit.  About a year and a half before the take-private, Talen Energy was formed when Pennsylvania Power & Light, or PPL, spun off their power generation assets and combined them with those belonging to private equity group Riverstone. The company was listed on the New York Stock Exchange on June 1st, 2015, with initial ownership being 65% PPL and 35% Riverstone. That company, which Ralph and Alex refer to as “Talen 1.0,” had about 15,000 megawatts of capacity split across fuel sources, with about 43% from natural gas, 40% from coal, and 15% from nuclear (from the company’s one nuclear facility, Susquehanna). Those assets sold into two major wholesale markets in ERCOT and PJM, plus a small amount in New England. Talen generated a proforma of $4.3 billion in 2014 revenues. On December 6th, 2016, Riverstone purchased the remaining 65% of Talen, making Talen a privately-held company, and appointed Ralph and Alex to lead the company. They faced the massive task of sorting out what the company had and planning what they would do with it.  Our interview covers a lot of ground and addresses an array of business leadership questions, including: What are the expectations and requirements that a private equity owner has for a company and a management team? What historical decisions prior to new ownership of a company led to lackluster performance? What were the strategic views embedded in the private equity investor’s thesis about a company? Why invest more deeply in a company that is suffering from lackluster performance? Can new management and their decisions have a marked impact? How does a new leader ferry the costs out of and efficiencies into a business after acquisition? Does private ownership provide benefits for a company? What does a productive, strategic partnership between a CEO and a CFO look like? What is the role of a “strategic” CFO? Is good leadership universal? Is a management team and its profitable approach transportable to other sectors?  We would like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.    Informative and Helpful Links Talen Energy's Website - https://www.talenenergy.com/ Riverstone's Website - https://www.riverstonellc.com/ Economic dispatch of power generation resources explained by the EIA - https://www.eia.gov/todayinenergy/detail.php?id=7590   Program Guide Episode 22 A Remarkable Corporate Turnaround: The “Take-Private” of Talen Energy with CEO Ralph Alexander and CFO Alex Hernandez  0:00     Introduction to Talen Energy and CEO Ralph Alexander and CFO Alex Hernandez 4:00     Expectations and requirements that Riverstone had for the company and the management team. 7:11     Historical decisions prior to new ownership of the company that led to lackluster performance. 9:17     Break 1 9:35     Why invest more deeply in a company that is suffering from lackluster performance?  Can new management and their decisions have a marked impact? 12:32   How does a leader lead the costs out and the efficiencies into the business through others? 20:11   Break 2 20:30   Does private ownership provide benefits for a company? 26:04   Break 3 26:32   What does a productive, strategic partnership between a CEO and a CFO look like? 30:24   What is the role of a “strategic” CFO? 34:29   Break 4 34:49   What is the next chapter for Talen Energy? 39:00   Break 5 39:24   Is good leadership universal? Is a management team and its approach profitability transportable to other sectors? 44:52   Closing comments and coming attractions   Biographies of Guests Mr. Ralph Alexander Ralph Alexander was appointed President and CEO of Talen Energy on December 6, 2016. He was previously a Partner with Riverstone Holdings, LLC. For nearly 25 years, Mr. Alexander served in various positions with subsidiaries and affiliates of BP plc, one of the world's largest oil and gas companies. From June 2004 until December 2006, he served as Chief Executive Officer of Innovene, BP's $20 billion olefins and derivatives subsidiary. From 2001 until June 2004, he served as Chief Executive Officer of BP's Gas, Power and Renewables, and Solar segment and was a member of the BP Group Executive Committee. Prior to that, Mr. Alexander served as a Group Vice President in BP's Exploration and Production segment and BP's Refinery and Marketing segment. He held responsibilities for various regions of the world, including North America, Russia, the Caspian, Africa, and Latin America. Prior to these positions, Mr. Alexander held various positions in the upstream, downstream, and finance groups of BP. Mr. Alexander currently serves on the boards of Enviva Partners, LP, Talen Energy Corporation, and CHI St. Luke’s Health. He has previously served on the boards of Foster Wheeler, Stein Mart, Inc., Amyris, and Anglo-American plc. In addition, Mr. Alexander is currently Chairman Emeritus of the Board of NYU School of Engineering and a Trustee for New York University. He received an M.S. in Nuclear Engineering from Brooklyn Polytech (now NYU School of Engineering - Polytechnic) and holds an M.S. in Management Science from Stanford University.   Mr. Alejandro (Alex) Hernandez Alex Hernandez was appointed Chief Financial Officer (CFO) of Talen Energy on December 6, 2016. Before that appointment, Mr. Hernandez was a Senior Advisor at Riverstone Holdings, LLC, where he focused on the power sector and on the acquisition of Talen Energy. ​Prior to joining Riverstone, Mr. Hernandez was CFO of Terraform Power until November 2015. Mr. Hernandez was formerly Managing Director in the Investment Banking Division of Goldman Sachs, with a primary focus on coverage of North American companies in the merchant power, utilities, and renewable energy sectors, providing strategic and capital markets advice to management teams and boards of directors. ​Mr. Hernandez currently serves as a Roundtable member of the James A. Baker III Institute for Public Policy at Rice University. Mr. Hernandez received a B.A. in Economics from Rice University, a B.S.C. from the London School of Economics, and an MBA from Columbia University. Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 14 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.  This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.

Leadership Lyceum: A CEO's Virtual Mentor
Climate Change as the Foremost Challenge of Our Generation with Dr. Ralph Izzo, Chairman, President and CEO of PSEG

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Apr 19, 2019 37:25


The Earth Day Episode - A CEO’s Virtual Mentor Episode 21 Climate Change as the Foremost Challenge of Our Generation with Dr. Ralph Izzo, Chairman, President and CEO of PSEG Happy Earth Day Weekend.  Monday, April 22nd is Earth Day.  In celebration and recognition, we welcome you to our special Earth Day 2019 episode.  I am joined by Dr. Ralph Izzo, Chairman, President and Chief Executive Officer of Public Service Enterprise Group (PSEG) in Newark, New Jersey.  This Episode 21 covers a number of topics relevant to our Mother Earth including the subject of climate change which Dr. Izzo considers to be the foremost challenge of our generation.  Our sweeping climate-oriented discussion ranges from the utility industry’s role in combatting climate change, PSEG’s actions and service orientation, cognitive biases in political decisioning, the insurance industry’s role, and nuclear energy’s opportunities in the war on climate change, among other items.    Newark, New Jersey-based PSEG has a $30 billion market capitalization as a public utility holding company that provides regulated electric and gas service through its subsidiaries, as well as investing in solar generation projects and energy efficiency programs.  Dr. Ralph Izzo has served as President and CEO since 2007.  His educational foundation is in mechanical engineering and physics. He holds a PhD in Applied Physics from Columbia University.   We express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Informative and Helpful Links: ​Illustration of the omission bias through the trolley problem - 1 min 37 sec Program Guide Earth Day Episode Climate Change as the Foremost Challenge of Our Generation with Dr. Ralph Izzo, Chairman, President and CEO of PSEG  0:00      Introduction to Episode 21 and Dr. Ralph Izzo, Chairman, President and CEO of PSEG 2:33     Introduction of Climate Change as the foremost challenge of our generation 7:08     A board of directors’ role and interaction with society beyond the boundaries of the corporation 10:44    Break 1 11:06    A utility company’s natural position of responsibility and influence in society.  13:16    PSEG’s actionable steps for society: Step 1 - Energy efficiency and reference to Lyceum’s Earth Day 2018 Episode 15 on Energy Efficiency 15:17    PSEG’s actionable steps for society: Step 2 – Clean energy production and supply 15:52    PSEG’s actionable steps for society: Step 3 – Reliability of energy supply 16:39    Break 2 16:54    What’s in a name?  “Public Service” Enterprise Group 21:10    The human affinity to socialize and associate with reference to Lyceum’s Episode 18 on Associations and Alexis de Tocqueville   22:55    Break 3 23:14    Cognitive Bias in group decisions on climate change and the role of policy 29:24    Break 4 29:42    The role of nuclear energy in combatting climate change 29:54    What is working against the expansion of nuclear energy in the US? 34:04    The insurance industry’s role in combatting climate change. Reference to Lyceum’s article: Risk & Reward: The Insurance Sector on the Climate Frontlines 35:54    Concluding statements - optimism in the face of climate change.  Biographies of Guests   Dr. Ralph Izzo Ralph Izzo was elected chairman and chief executive officer of Public Service Enterprise Group Incorporated (PSEG) in April 2007. He was named the company’s president and chief operating officer and a member of the board of directors of PSEG in October 2006. Previously, Dr. Izzo was president and chief operating officer of Public Service Electric and Gas Company (PSE&G). Since joining PSE&G in 1992, Dr. Izzo was elected to several executive positions within PSEG’s family of companies, including PSE&G senior vice president – utility operations; PSE&G vice president – appliance service; PSEG vice president - corporate planning; and PSE&G vice president - electric ventures.  In these capacities, he broadened his experience in the areas of general management, strategic planning and finance. Dr. Izzo is a well-known leader within the utility industry, as well as the public policy arena.  He is frequently asked to testify before Congress and speak to organizations on matters pertaining to national energy policy. Dr. Izzo’s career began as a research scientist at the Princeton Plasma Physics Laboratory, performing numerical simulations of fusion energy experiments.  He has published or presented more than 35 papers on magnetohydrodynamic modeling. Dr. Izzo received his Bachelor of Science and Master of Science degrees in mechanical engineering and his Doctor of Philosophy degree in applied physics from Columbia University.  He also received a Master of Business Administration degree, with a concentration in finance, from the Rutgers Graduate School of Management. He is listed in numerous editions of Who’s Who and has been the recipient of national fellowships and awards.  Dr. Izzo has received honorary degrees from the New Jersey Institute of Technology (Doctor of Science), Thomas Edison State University (Doctor of Humane Letters), Bloomfield College (Doctor of Humane Letters), Rutgers University (Doctor of Humane Letters) and Raritan Valley Community College (Associate of Science). Dr. Izzo is the chair of the Nuclear Energy Institute (NEI).  In addition, he is on the board of directors for the New Jersey Chamber of Commerce, the Edison Electric Institute (EEI), the Nuclear Electric Insurance Limited (NEIL) and the New Jersey Performing Arts Center. He also is on the advisory board for the University of Pennsylvania’s School of Engineering and Applied Sciences Mechanical Engineering and Applied Mechanics Department, a member of the Board of Trustees of the Peddie School and Princeton University’s Andlinger Center for Energy and the Environment Advisory Council, as well as a member of the Visiting Committee for the Department of Nuclear Engineering at Massachusetts Institute of Technology and the CEO Action for Diversity and Inclusion.  Dr. Izzo is a former member of the Columbia University School of Engineering Board of Visitors.  In addition, he is a former chair of the Rutgers University Board of Governors and the New Jersey Chamber of Commerce.    Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 14 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.  Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com   Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.

Leadership Lyceum: A CEO's Virtual Mentor
The ESG Canvas for Corporate Reporting with Pat Kampling, Chairman & CEO of Alliant Energy

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Mar 19, 2019 30:52


A CEO’s Virtual Mentor Episode 20 The ESG Canvas for Corporate Reporting with Pat Kampling, Chairman and CEO of Alliant Energy Welcome to Episode 20. I am joined by Pat Kampling, Chairman and Chief Executive Officer of Alliant Energy in Madison Wisconsin.  This Episode 20 covers several areas of topical interest including a discussion on ‘sustainability’ and the quickly emerging and rapidly evolving area of ESG or “Environmental, Social, and Governance” criteria.  Institutional investors are demanding action and attention to ESG and CEO’s are responding by charting their companies’ course. This is not without tension for corporate management teams. We’ll discuss with Pat how she and Alliant have been addressing ESG and hopefully put you at ease. Madison-based Alliant Energy has a $10.8 billion market cap as a public utility holding company that provides regulated electric and gas service through its subsidiaries, Interstate Power and Light and Wisconsin Power and Light to 410,000 gas customers and just shy of one million electric customers. Pat has served as chairman and CEO since 2012 and prior to that, she was COO for about a year and prior to that, she was CFO and Treasurer and has an extensive finance background. Foundationally, Pat is an engineer and a registered professional engineer at that --- a true renaissance woman. I’d like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast. The UN “Principles for Responsible Investment” or PRI are a set of six principles that provide a global standard for responsible investing as it relates to environmental, social and corporate governance (ESG) factors. Organizations follow these principles to meet commitments to beneficiaries while aligning investment activities with the broader interests of society. The PRI movement began in early 2005, when the then United Nations Secretary-General Kofi Annan invited a group of the world’s largest institutional investors to join a process to develop the Principles for Responsible Investment. The Principles were launched in April 2006 at the New York Stock Exchange. Since then the number of signatories has grown from 100 to over 1,800. I’ll briefly summarize the six principles that investor-signatories publicly demonstrate: They incorporate ESG issues into investment analysis and decision-making processes. They are active owners and incorporate ESG issues into their ownership policies and practices. They seek appropriate disclosure on ESG issues by the entities in which they invest. They promote acceptance and implementation of the Principles within the investment industry. They work together to enhance their effectiveness in implementing the Principles. They each report on their activities and progress towards implementing the Principles. Sweeping in its reach, isn’t it? But what triggered a Madison-based company to consider these UN Principles as a guide? Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.    Informative and Helpful Links The UN “Principles for Responsible Investment” or PRI. Alliant Energy’s 2018 Corporate Sustainability Report Goldman Sachs’ ESG Report from 2017.  See the impressive list of “Key Metrics and Indicators” on page 30 – 32.   Program Guide Episode 20 The ESG Canvas for Corporate Reporting with Pat Kampling, Chairman and Chief Executive Officer of Alliant Energy  0:32      Introduction to Episode 20 and Pat Kampling, Chairman and Chief Executive Officer of Alliant Energy 2:40     ESG discussion and the Sustainability Report of Alliant Energy 7:46     Break 1 8:12     Investor demands around ESG cuts through politics 9:05     Safety at Alliant Energy 13:38    Break 2 13:52    Culture shaping at Alliant Energy 21:04    Break 3 21:20    Experience and advice in moving from CFO to CEO 22:46    Increasing and managing the tempo of an organization 28:18    The CEO role as a liberating role 28:55    Farewell and congratulations on Pat Kampling’s retirement effective July 1, 2019 28:54    Preview of upcoming Episode 21 with Ralph Izzo, Chairman, President and CEO of PSEG in Newark, NJ  Biographies of Guests Ms. Patricia Leonard Kampling Pat Kampling is Chairman of the Board and Chief Executive Officer of Alliant Energy Corporation.  Her broad experience within the utility industry has proven essential to Alliant Energy’s ability to ensure competitive costs and reliable service for customers, while strategically leveraging a balanced generation portfolio. Pat has responsibility for leading the performance and strategic growth of Alliant Energy’s regulated utility companies (IPL and WPL), serving customers in more than 1,200 communities throughout Iowa and Wisconsin. She also provides executive direction for Alliant Energy Resources, the parent company of Alliant Energy’s non-regulated businesses, which includes Alliant Energy Transportation and non- regulated generation facilities. Pat joined Alliant Energy in 2005 and served originally as Alliant Energy’s Vice President of Finance. She then transitioned into roles as Vice President and Treasurer; Vice President Chief Financial Officer and Treasurer; Executive Vice President and Chief Financial Officer. In these roles, Pat guided the financial objectives of the company, supported regulatory proceedings, promoted environmental commitments, and was instrumental in the development and communication of a long-term strategic plan. In 2011, Pat became President and Chief Operating Officer. She was responsible for overall corporate operations and was instrumental in the execution of Alliant Energy’s capital plan, commitment to customers, environmental planning and safety initiatives. She was named Chairman, President and CEO in 2012. Before joining Alliant Energy in 2005, Pat spent more than 20 years in increasingly responsible finance, treasury, regulatory and engineering positions within Exelon Corporation, ultimately serving as Senior Vice President and Chief Financial Officer of Exelon Enterprises and the Treasurer of Commonwealth Edison. Pat holds bachelor’s degrees in engineering and economics from Swarthmore College, an MBA from the University of Chicago Booth School, and is a registered Professional Engineer. She serves on the Boards of Directors of American Transmission Company and Briggs & Stratton Corporation. In February 2019, Pat announced her intent to retire from the company on July 1, 2019. The Board of Directors appointed Alliant Energy President and Chief Operating Officer John O. Larsen to succeed Kampling. More information on that announcement can be found in this article.   Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 14 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.   Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com   Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues.   This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.

Leadership Lyceum: A CEO's Virtual Mentor
Redefining Leadership in a Traditional Industry with Mary Powell, CEO of Green Mountain Power

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Feb 15, 2019 29:12


A CEO’s Virtual Mentor Episode 19 Redefining Leadership in a Traditional Industry with Mary Powell, President and Chief Executive Officer of Green Mountain Power Corporation Welcome to Episode 19. I am joined by Mary Powell, President and Chief Executive Officer of Green Mountain Power in Vermont.  This Episode 19 presents a unique CEO profile in Mary Powell.  Many of the CEO’s that we have featured in the past have come from science, technology and engineering disciplines or law or finance backgrounds.  Mary was raised in an artistic household on New York’s Upper West Side.  Her father was a hardworking, constantly auditioning New York actor.  Mary attended the Fiorello H. LaGuardia High School of Music & Art and Performing Arts made widely famous by the 1980 dramatic film Fame based on student life at the School of Performing Arts. Mary studied art with a particular passion for charcoal drawing with its kinetic form of big, bold, and fast movement.  She was graduated with a degree in Liberal Arts from Keene State College in New Hampshire.  Her career experience prior to Green Mountain Power included a breath of variety – for a large fund manager specializing in money markets, for state government, and in banking. Through our conversation it will become very apparent how Mary’s creative and liberal arts background and variety of experience renders her as a uniquely effective leader in a utility industry that most often abides by tradition. I’d like to express our special thanks to the clients of Lyceum Leadership Consulting that enable us to bring you this podcast.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  See you next time.   Informative and Helpful Links An April 3rd 2013 article on architecture website Arch Daily entitled “Can Architecture Make Us More Creative?” by Jonathan C. Molloy posed an interesting lead in question: “What do MIT’s Building 20, the Ancient Greek Agora, 18th Century British teahouses, and early 20th century Parisian cafés have in common?”  “They were some of the most creative spaces in the world.” Goes the answer.   The Green Mountain Power INSPiRE SPACE. See video link on our program page on the Episode 19 page on our website. Website: https://gmpinspire.com/ From Roman Stoic philosopher, statesman, and dramatist Seneca, “Mihi crede, verum gaudium res severa est.” Epistulae morales, 23, 4 ---- “Believe me, true joy is a serious business.”    Program Guide Episode 19 Redefining Leadership in a Traditional Industry with Mary Powell, President and Chief Executive Officer of Green Mountain Power Corporation 0:32     Introduction to Episode 19 and Mary Powell, President and CEO of Green Mountain Power 2:17     Introduction to Green Mountain Power 3:44     Progression of Green Mountain Power accomplishments and award recognition. 6:43     Origins of orientation toward fulfilling ‘customer dreams’ and ‘love’ for customers 7:52     The Tesla Powerwall as an answer to customer dreams and to ridding the dependence on ‘peakers’ in Vermont 10:38   Break 1 11:01   Innovation at Green Mountain Power 13:11   Physical space and its role in innovation and GMP’s INSPiRE SPACE. See video link on our program page on the Episode 19 page on our website. And “Can Architecture Make Us More Creative?” by Jonathan C. Molloy 16:54   Break 2 17:09   Boundaries or lack thereof at GMP 21:24   Break 3 21:46   M&A at Green Mountain Power and 'the ability to soar' 25:13   Final Break 4  25:28   Conclusion: Mary Powell’s leadership that draws upon her upbringing and liberal arts education 27:40   Famous Last Words – Seneca “Mihi crede, verum gaudium res severa est.” Epistulae morales, 23, 4 28:06   Preview of upcoming Episode 20 and Patricia Kampling, CEO of Alliant Energy in Madison Wisconsin.    Biographies of Guests Ms. Mary Powell Mary Powell is nationally recognized as an energy visionary, positioning Green Mountain Power as a leading energy transformation company.  Delivering clean, cost-effective and highly reliable power to customers all across Vermont, GMP offers cutting-edge products and service to reduce costs and carbon.  In 2017, GMP was named one of the top 10 energy companies in the world by Fast Company.  GMP has also achieved the top score for mid-sized utilities in the East Region in J.D. Power’s 2016 electric utility residential customer satisfaction study. Mary has served as president and chief executive officer for GMP since 2008.  She initiated and implemented a strategic and comprehensive restructuring of the company that dramatically transformed GMP, and she has been the backbone of a cultural transformation and service quality improvement.  Fast, fun, and effective is her motto.  Under Mary’s leadership, GMP became the first utility in the world to become a member of B Corp, showing a commitment to use energy as a force for good. Mary has delivered on an ambitious energy vision to provide low-carbon, low-cost and highly reliable power to Vermonters.  As a result, GMP became the first utility to offer to help customers go off-grid, built Vermont’s largest wind farm, made Rutland, Vermont, the Solar Generation Capital of New England, and installed smart grid technology across GMP’s service territory. In 2012, Mary led the acquisition of Central Vermont Public Service (CVPS), with a promise to generate $144 million in savings for customers.  GMP has grown from serving 88,000 customers in 2008 to serving over 260,000 customers, with revenues of more than $640 million and $2 billion in assets. And in 2015, Mary led another partnership with Tesla, with GMP becoming the first utility anywhere to offer customers the Tesla Powerwall battery. In 2014, Mary was recognized by Powergen as the Woman of the Year, in 2015 The Burlington Free Press named her Vermonter of the Year, in 2016 Fast Company named Mary one of the 100 most creative people in business, and in 2017, Mary was named one of the top 25 Most Influential Women of the Mid-Market by CEO Connection.    Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 27-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: The Leadership Lyceum LLC Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe wherever you listen to your podcasts.  Please rate us and spread the word among your fellow executives and board colleagues. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.

Leadership Lyceum: A CEO's Virtual Mentor
Leading a Regional Electricity Grid: Transition to a Clean Energy Future with Gordon van Welie, CEO of ISO New England

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jan 15, 2019 34:42


A CEO’s Virtual Mentor Episode 17 "Leading a Regional Electricity Grid and the Transition to a Clean Energy Future" with Gordon van Welie, President and CEO of ISO New England Welcome to Episode 17. I joined Gordon Van Welie, President and Chief Executive Officer of ISO New England on a clear late summer's day at his office just outside of Springfield, Massachusetts. The general population would likely not be aware of the pivotal and critical role that an independent system operator plays in the reliable delivery of electricity across large regions of the United States moment by moment, 24/7. ISO New England is an independent system operator that is responsible for the transmission of electricity across the six-state New England region that includes Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. The company's power system engineers, economists, computer scientists and other professionals ensure that the region has reliable, competitively priced wholesale electricity today and into the future. Gordon hails from South Africa and spent the foundational years of his career in a variety of engineering roles with Eskom, South Africa's electric utility. He joined Siemens and served as vice president and general manager of their power system's control division, delivering IT solutions for electric companies. From Siemens, he joined ISO New England as COO in September of 2000 and, shortly thereafter, was promoted to CEO in May of 2001.   Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.  See you next time. Informative and Helpful Links FERC Orders 888 and 889 ISO New England’s website    Program Guide Episode 17 Leading a Regional Electricity Grid and the Transition to a Clean Energy Future An Interview with Gordon van Welie, President and Chief Executive Officer of ISO New England  0:30     Introduction to Episode 17 1:07     Introduction to ISO New England and Gordon van Welie its President and CEO 2:18     Foundations and origins of Independent System Operators and Regional Transmission Operators 3:50     Federal Energy Regulatory Commission (FERC) Orders 888 and 889 4:30     Critical policy question – how to decarbonize the electric system. 8:05     Break 1 8:22     The regional, state and federal level policy tapestry that affects the ISO 14:50   Break 2 10:56   The regional-level versus state-level policy in New England 17:55   Break 3 18:17   Operational risks such as fuel supply and the changing generation resource mix 19:23   “Fuel security” explained 21:24   Break 4 21:46   Is there a phased approach to a carbon-free future that assures power availability? 24:16   Electricity storage and other constraints on arrival speed to our clean energy future 26:40   Break 5 27:01   What can policy makers do to alleviate the constraints? 28:47   Resources, people and talent at the ISO that lead and stay abreast 30:26   Working with universities – intern programs and R&D work with professors 32:23   Closing comments – Perspective for young people coming up in a dramatically more exciting electric industry.   Biographies of Guests Mr. Gordon van Welie  Gordon van Welie is President and Chief Executive Officer of ISO New England Inc., having previously served as the company’s Executive Vice President and Chief Operating Officer. He joined ISO New England from Siemens Power Transmission & Distribution LLC, where he served as Vice President and General Manager of the Power Systems Control Division and was responsible for managing information technology solutions for electric companies. Before coming to Siemens, Mr. van Welie held several positions at ESKOM, South Africa’s electric utility based in Johannesburg. Mr. van Welie is a member of the Executive Committee of the US National Committee of CIGRE and the Member Representatives Committee of the North American Electric Reliability Corporation (NERC). In 2016, he was awarded the Leadership in Power Award from the IEEE Power & Energy Society. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW Follow Leadership Lyceum on:          Our website: www.LeadershipLyceum.com          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 17 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 28-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2019. All rights reserved.

Leadership Lyceum: A CEO's Virtual Mentor
Leading an Industry Association with Sue Kelly, CEO of the American Public Power Association

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Dec 17, 2018 34:21


A CEO’s Virtual Mentor Episode 18 Leading an Industry Association with Sue Kelly, President and Chief Executive Officer of the American Public Power Association (APPA) Welcome to Episode 18. I am joined by Sue Kelly, President and Chief Executive Officer of the American Public Power Association (APPA) in her office in Washington, DC. Our past 17 episodes have presented CEOs across a wide spectrum of company settings including publicly-traded, privately-held, and not-for-profits. This episode presents a CEO’s leadership over a unique type of organization – the industry association. Industry associations perform many complex roles for their membership including: as advocate for an industry’s position on political, legislative, and regulatory issues; as information source on current and emerging issues from an informed frontline position; as promoter of the industry, its people and their accomplishments; and as educator for the professionalism of its membership. The American Public Power Association serves its membership, which is comprised of about 1,400 public power utilities, in 49 states, excluding Hawaii, and including the territories of American Samoa, Guam, northern Mariana, the US Virgin Islands, and Puerto Rico. Sue Kelly has served as APPA's CEO since 2014.   Like public schools and libraries, public power utilities are owned by the community and run as a division of local government. Governance is typically provided by a local city council or an elected or appointed board. Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.  See you next time.   Informative and Helpful Links Alexis de Tocqueville’s Democracy in America Alex Radin’s Public Power - Private Life Washington Post Obituary for Alex Radin from May 31, 2014 Speech of Franklin Delano Roosevelt a Campaign Address in Portland, Oregon on Sept 21st 1932 Sue Kelly’s bio and blog  Program Guide Episode 18 Industry Association Leadership and the American Public Power Association An Interview with Sue Kelly President and Chief Executive Officer of APPA  0:00     Introduction to Episode 18 1:44     Introduction to Sue Kelly, President and CEO of APPA 2:44     Associations, democracy, and Alexis de Tocqueville’s Democracy in America 3:30     An association’s general role and function 4:30     APPA’s service role and function 5:30     Sue Kelly’s foundational experience leading to CEO of APPA 6:33     Policy areas of focus in Sue Kelly’s foundational experience 7:39     Break 1 7:55     Well intended policies – unintended consequences: enter joint action agencies and the autobiography of long time APPA CEO Alex Radin - Public Power - Private Life 10:40   Break 2 10:56   The influence of Alex Radin on public power 12:10   Franklin Delano Roosevelt and public power as the birch rod and historical look at FDR’s influence on public power.  Speech of Franklin Delano Roosevelt a Campaign Address in Portland, Oregon on Sept 21st 1932 15:14   Break 3 15:32   Story-worthy moments for Sue Kelly as CEO of APPA 19:46   Break 4 20:05   Technology’s role at APPA as enabler 25:13   The dark side of technology – cybersecurity risk 27:54   (Final) Break 5 28:15   APPA and mutual aid and assistance 32:32   Closing comments    Biographies of Guests  Ms. Sue Kelly Sue is president and CEO of the American Public Power Association — the first woman to hold the position in the Association’s 76-year history. Under her leadership, the Association has advocated to protect tax exemption for municipal bonds and preserve public power’s right to self supply in wholesale electricity markets. She has helped strengthen cybersecurity awareness and resources and raise the profile of public power. Sue was designated 2017 Woman of the Year by the Women’s Council on Energy and Environment. In 2015, she was named one of the 100 Most Powerful Women by Washingtonian magazine. She has been in the energy field for 35 years, spending much of her career as an energy lawyer. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on: Our website: www.LeadershipLyceum.com LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997 Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 27-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.   This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2018. All rights reserved. 

Leadership Lyceum: A CEO's Virtual Mentor
Turnarounds, Veterans, and a Tribute to Senator John McCain with Don Brandt, CEO of Pinnacle West

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Sep 10, 2018 28:55


A CEO’s Virtual Mentor Episode 16 "Turnarounds, Veterans, and a Tribute to Senator John McCain" with Don Brandt, Chairman, President and Chief Executive Officer of Pinnacle West  Interview with Don Brandt, Chairman, President and Chief Executive Officer of Pinnacle West (Ticker: PNW) and the turnaround of the company’s principal subsidiary, regulated utility Arizona Public Service through regulatory processes; also hiring military veterans and reservists; and, a tribute to the late Senator John McCain.  This episode is dedicated to our military veterans and to the memory of Senator John McCain of Arizona. Welcome to Episode 16. I joined Don Brandt, Chairman, President and Chief Executive Officer of Pinnacle West, more commonly known as Arizona Public Service, under azure Phoenix skies in early March of 2018. $3.5 bln revenue Pinnacle West Capital Corp. is an energy holding company based in Phoenix, Arizona, has consolidated assets of about $17 billion, about 6,200 megawatts of generating capacity and 6,300 employees in Arizona and New Mexico. Through its principal subsidiary, Arizona Public Service, the Company provides retail electricity service to nearly 1.2 million Arizona homes and businesses.  This episode is dedicated to our military veterans and to the memory of Senator John McCain of Arizona.  Arizona Public Service has its origins within a storied past. Natural and man-made infrastructure were key to the settlement of the western US and provide the backdrop or dramatic context for wild west legend and lore. Railroads access, river crossings, mining, water resources, and power generation were antecedent admixtures to the conditions for statehood in the west. Arizona Public Service was founded five years after the infamous gunfight at OK Corral and a quarter century before Arizona became a state. The company has served Arizona for more than 125 years.  Thanks for listening.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.  See you next time. Program Guide Episode 16 Turnarounds, Veterans, and a Tribute to Senator John McCain with Don Brandt, Chairman, President and Chief Executive Officer of Pinnacle West  0:30     Introduction to Episode 16 2:12     Leading a turnaround of the utility through more effective regulatory processes 5:17     Break 1 5:33     Broader historical context for the setting of the turnaround 12:06   Break 2 12:23   Managing decisions and divestiture of non-regulated diversified assets 14:47   Hiring Military Veterans and Reservists 18:30   Break 3 18:53   Don Brandt and Tony Orlando - Tribute to Senator John McCain 26:31   The End Biographies of Guests Mr. Donald Brandt Donald Brandt is Chairman of the Board, President and Chief Executive Officer of Pinnacle West and Arizona Public Service (APS). In 2009, Brandt was elected to Pinnacle West’s board of directors and promoted to Chairman, President and CEO of Pinnacle West and Chairman and CEO of APS. Before assuming these responsibilities, Brandt held several leadership positions with the company, including APS president, executive vice president and chief financial officer. He again added the title of president of APS in 2013. Prior to joining Pinnacle West in 2002, Brandt gained 20 years of power industry experience. He served as senior vice president and chief financial officer at Ameren Corporation, a St. Louis-based energy company. Prior to Ameren, he was at Price Waterhouse & Co., where he provided accounting, audit and consulting services to Fortune 500 public companies.  A recognized industry leader, Brandt currently serves as chairman of the Nuclear Energy Institute and vice chairman of the Institute of Nuclear Power Operations. He also sits on the board of the Edison Electric Institute. Brandt is a leader in the community as well, serving on the boards of the McCain Institute, the Phoenix Art Museum and the Nature Conservancy in Arizona.  Brandt earned his Bachelor of Science degree in business administration from St. Louis University.   Mr. Tony Orlando Tony Orlando is one of America’s most endearing and enduring iconic stars.  2017 finds Tony bringing his exhilarating energy, warmth and humor to a tour of live concert shows across the nation as he celebrates over five decades as a beloved entertainer. 2016 found Tony collecting a dizzying number of top honors. These include the Casino Entertainer of the Year Award, recipient of the “Best All Around Entertainer” Las Vegas which he has won a total of four times, and previously three times in Atlantic City; Jukebox Artist of the Year Award from the Amusement and Music Owners Association of New York; The Ellis Island Medal of Honor one of the nation’s most prestigious awards; The Bob Hope Award for excellence in entertainment from the Congressional Medal of Honor Society honoring his efforts on behalf of our nation’s veterans. Tony’s tireless work on behalf of our veterans led to his being named Honorary Chairman at the 40th Anniversary at the NAM-POW’s Homecoming Celebration at the Richard M. Nixon Presidential Library in 2014. He serves on the Board of Directors for the Eisenhower Foundation as well as Honorary Chairman of Snowball Express, an organization that serves the children of our fallen military heroes. Tony also hosts the Congressional Medal of Honor dinner every year in Dallas to honor our Medal of Honor recipients. He has also served as the Master of Ceremonies at the Secretary of Defense Freedom Awards at the Pentagon.  Few entertainers have excelled in so many realms as Tony has: a top selling recording artist, songwriter, concert headliner, network television star, Motion Picture actor, Broadway performer and author. Tony was also GM and Vice President of CBS-Music Division April-Blackwood Music from 1966-1970. He represented such songwriters as James Taylor, Laura Nyro, Blood Sweat and Tears and signed and produced Barry Manilow’s first recording while working for the legendary Clive Davis. Grammy Nominee Tony Orlando has sold millions of records, including five number one hits: “Tie A Yellow Ribbon ‘Round The Ole Oak Tree,” “Knock Three Times,” “Candida,” “My Sweet Gypsy Rose” and “He Don’t Love You (Like I Love You).”  “Tie A Yellow Ribbon” was the number one Billboard Song of 1973 and became Orlando’s theme song, and grew into an American anthem of hope and homecoming, reunion and renewal. He has 2 Platinum albums, 3 Gold albums and 15 Top 40 Hits. Tony Orlando and Dawn rank among the Top 100 Billboard Magazine artists of all-time.  The enormously popular Tony Orlando and Dawn television variety show ran for four seasons, from 1973 to 1977, on CBS.  The show catapulted Tony Orlando and Dawn from popular recording artists into major stars. Tony Orlando and Dawn was the first multi-racial singing group to star in a network television series.  Tony is still one of the most popular live concerts artists, and has headlined around the world and entertained for five US Presidents.  Like a painter, Tony is an artist who steps onto a stage as if it were a blank canvas. Each show he weaves colorful emotions set to music touching the deepest part of a person’s heart. A 2016 review says it best, “The truth is: Tony Orlando is more than a singer. He has the ability to reach an audience, touch us inside, and connect with us on a higher level with his voice, style, and values.” Tony is a recipient of three American Music Awards and two People’s Choice Awards for best male entertainer. For outstanding achievements to the entertainment industry Tony was awarded a star on the Hollywood Walk of Fame.  Orlando has a wife Francine, a daughter Jenny and a son Jon.   Thomas B. Linquist Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 27-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          Our website: www.LeadershipLyceum.com          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.   Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 16 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 27-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2018. All rights reserved.

Leadership Lyceum: A CEO's Virtual Mentor
“Earth Day Episode” with Ralph Cavanagh, Natural Resources Defense Council

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Apr 23, 2018 35:29


Welcome to Episode 15.  This is The Leadership Lyceum’s special Earth Day 2018 episode of A CEO’s Virtual Mentor on Climate Change and Clean Energy. We are pleased to present an interview with Ralph Cavanagh, Co-Director of the Energy Program at the Natural Resources Defense Council from October 23, 2017.  We honor Earth Day by bringing in a much deeper perspective than is typically seen by the environmentally-conscious consumer.  We look deeply at the prospects for clean energy on a massive scale in the western region of the US through the lens of the NRDC, the remarkable development of energy efficiency as a resource, and the exciting prospects for clean energy integration across the west through electricity grid regionalization in the western electric transmission grid.    The Natural Resources Defense Council or NRDC is an NGO with really a superhero's mission of working to safeguard the earth, its people, its plants and animals, and the natural systems on which all life depends. This is a tall order, requiring courageous, charismatic, and competent policy-oriented leaders of influence to carry out the mission. Ralph Cavanagh joined the NRDC in 1979 and has focused on removing barriers to cost effective energy efficiency, and on the role that electric and gas utilities can play in leading a clean energy transition. Ralph has taught energy law and policy at Harvard Law School, Stanford Law School, U.C. Berkeley Law School, and at the University of Idaho. Ralph serves on several boards. The Bipartisan Policy Center, The Northwest Energy Coalition, Renewable Northwest, The Center for Energy Efficiency and Renewable Technologies. Ralph chairs the advisory board of the U.C. Davis Energy Efficiency Center. He's a graduate of Yale University, and Yale Law School. Program Guide for Episode 15 "The Earth Day Episode" 0:33                 Introduction to Episode 15                               Part One 2:00                 Introduction to the NRDC Mission 4:37                 Energy Efficiency  8:15                 Integrated Strategies for Energy Efficiency        Part Two 16:27               Western Electric Grid Integration 34:28               End of Episode                                                   Informative and Helpful Links The Natural Resources Defense Council - https://www.nrdc.org/   Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum: A CEO’s Virtual Mentor® at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum: A CEO’s Virtual Mentor® in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.  This podcast Leadership Lyceum: A CEO’s Virtual Mentor® has been a production of The Leadership Lyceum LLC. Copyright 2018. All rights reserved.          

Leadership Lyceum: A CEO's Virtual Mentor
The Philanthropy Episode - A Holiday Double Feature

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Dec 16, 2017 96:28


The Philanthropy Episode – A Holiday Double Feature A CEO’s Virtual Mentor® Episode 14 Holiday greetings from The Leadership Lyceum!  Welcome to our 14th episode of the podcast. ‘Tis the season of giving and we give you our holiday gift in the form of this holiday special double episode on Philanthropy.  We’ll cover the subject from a few different angles. First. from the perspective of the giver – with our first guest, University of Chicago benefactor Bernard DelGiorno.  Bernie also advises his clients on charitable giving in his role in private wealth management at UBS. Next, from the angle of the recipient.  We’ll glean the perspectives of Jennifer Sampson, CEO of The United Way of Metropolitan Dallas.  Jennifer led a remarkable turnaround in Dallas and has led the development of programs that fund impactful and innovative social entrepreneurship.  Finally, we introduce you to a group of public company CEO’s in Ohio that are leveraging their musical talents to raise money for charities in Ohio.  Two of the CEOs that we feature have the ultra-cool distinction of being board members of the Rock and Roll Hall of Fame.  We feature the music of the CEO band, Power Chords throughout the music interludes in the program.  Segment I: Bernard DelGiorno, University of Chicago benefactor Segment II: Jennifer Sampson, CEO of the United Way of Metropolitan Dallas Segment III: The Ohio CEO band for charity - The Power Chords.  Perhaps it is not widely known that there is a group of several CEOs in Ohio have given their musical talent and time to charitable fundraising events.  One band that raises money for the Rock and Roll Hall of Fame includes three of the Rock and Roll Hall of Fame board members: Drums: Nick Akins, CEO of utility AEP in Columbus; Guitars, vocals and keyboards: George Barrett, CEO of Cardinal Health; Guitars: Dr. Michael Drake, President of The Ohio State University and; Bass: Greg Harris, President of the Rock and Roll Hall of Fame.  Another band, The Power Chords, includes Akins and Barrett, plus multi-instrument virtuoso and vocalist Joe Hamrock, the CEO of utility NiSource.  Segment III is my coverage of The Power Chords at their Thursday, September 28th evening gig fundraiser for the Mid-Ohio Foodbank in Grove City, Ohio, outside Columbus. Conclusion  We hope you enjoyed this holiday season episode of A CEO’s Virtual Mentor and the fitting subject of Philanthropy from its many different angles.  It’s clear across all of these segments the devotion of our guests to something larger than themselves.  Famous Last Words We close our episode in Lyceum tradition with Famous Last Words.  It’s December 24, 1941.  Christmas Eve.  Just 17 days after the Japanese attack on Pearl Harbor.  President Franklin D. Roosevelt lights the White House Christmas tree and is joined in this, his 9th ceremonial act (pre-presidential term-limits) by Prime Minister Winston Churchill, who was in Washington for the Arcadia Conference, the first wartime conference between these two close allies since the US entrance into World War II just 16 days prior on December 8th. Try as I might to edit this down for our 21st Century attention spans and our improved discourse efficiency at between 140 to 280 characters, with the fate of the world hanging in the balance, I lacked the courage to cut.  Use a bookmark, because it’s well worth a listen.  On this day, 76 years ago, two of the 20th century’s most monumental figures took the stage with two purposes.  On the surface, they took to the microphone to announce the lighting of a tree.  But in their soaring speeches, they made clear the principles for which they had now committed both of their nations.  The overtones and undertones are thought-provoking and revealing for our current state of sensibility.  Warm wishes for the holidays and for your resolve for the New Year. Thanks for joining us.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.  See you next time. Program Guide Episode 14 The Philanthropy Episode   0:19        Introduction 0:29        Introduction to specific programming in this Episode 14 2:38        Segment I: Bernard DelGiorno, University of Chicago Benefactor 23:05      Segment II: Jennifer Sampson, CEO of The United Way of Metropolitan Dallas 53:20      Segment III: The Power Chords, Benefit Concert 54:18      Nick Akins CEO of AEP 57:19      Matt Habash, CEO of Mid-Ohio Foodbank 1:04:26   Nick Akins CEO of AEP 1:08:03   George Barrett, CEO of Cardinal Health 1:12:12   Joe Hamrock CEO of NiSource 1:13:04   Nick Akins CEO of AEP & Joe Hamrock CEO of NiSource 1:22:42   Conclusion and Famous Last Words with Franklin Roosevelt and Winston Churchill (Christmas 1941).    Informative and Helpful Links  Our Sponsor – TransparentCareer https://www.transparentcareer.com   Board Game: Tesla vs Edison War of Currents To ensure pre-Christmas arrival, order your game now through Amazon at www.artana.com/store   Segment I – The Benefactor – Mr. Bernard DelGiorno Article on University of Chicago Alumni Service Medal Award Recipient: http://www.kintera.org/site/c.fnKDIQNsEkG/b.5179039/k.9C22/Bernard_DelGiorno.htm   Segment II – The Recipient – Jennifer Sampson, CEO of the United Way of Metropolitan Dallas https://unitedwaydallas.org/   Segment III – Giving Charitable Talents – Ohio's Rock and Roll CEOs The Rock and Roll Hall of Fame CEO Band: http://www.shadowboxlive.org/shows/are-you-ready-to-rock The Power Chords: https://aepretirees.com/2012/10/08/harvest-palooza-raises-50000-to-fight-hunger/ Rock and Roll Hall of Fame: https://www.rockhall.com   Famous Last Words Historical Background on the Darkest Days of World War II – 17 days after Pearl Harbor – FDR and Churchill Together in Washington Christmas Tree Lighting Ceremony http://www.smithsonianmag.com/history/darkest-days-world-war-ii-winston-churchills-visit-white-house-brought-hope-washington-180961798/   The Full Audio of FDR and Churchill’s Speeches on December 24th 1941 Christmas Tree Lighting Ceremony in Washington https://archive.org/details/PresidentFranklinRoosevelt411224WhiteHouseChristmasTreeCeremony   Biographies of Guests    Mr. Bernard DelGiorno Donor profile from the University of Chicago Alumni & Friends online community: http://www.kintera.org/site/c.fnKDIQNsEkG/b.5179039/k.9C22/Bernard_DelGiorno.htm   Ms. Jennifer Sampson Ms. Jennifer Sampson has been Chief Executive Officer and President of United Way of Metropolitan Dallas since September 13, 2011. Ms. Sampson served as an Executive Vice President and Chief Operating Officer at United Way of Metropolitan Dallas Inc. since 2004. Ms. Sampson serves as a Member of Customer Advisory Board at Atmos Energy Corp.   Mr. Nick Akins Nick Akins is chairman, president and chief executive officer of American Electric Power. He is AEP’s 11th chairman, 10th president and sixth CEO in the company’s more than 100-year history. He is a member of AEP’s board of directors and is the only management representative on the board. Akins rose through the ranks at both AEP and the former Central and South West Corp. (CSW), which merged with AEP in 2000. Akins began his career in 1982 as an electrical engineer before moving up to positions of increasing responsibility. Prior to being elected president of AEP in December 2010, he served as executive vice president - Generation from 2006 through 2010 with responsibility for all generation activities of AEP’s approximately 38,000 MW of generation resources. Previously, he served as president and chief operating officer for Southwestern Electric Power Company, and held other leadership roles in Energy Marketing Services, Transmission, External Affairs and Industry Restructuring. A native of Louisiana, Akins received his bachelor’s degree in 1982 in electric engineering from Louisiana Tech University in Ruston and a master’s degree in electrical engineering in 1986 from Louisiana Tech. Additional training includes executive management programs at Louisiana State University, the University of Idaho and the Reactor Technology Course for Utility Executives at the Massachusetts Institute of Technology. He is a registered professional engineer in Texas. Akins is a former chairman of the Board of Directors of both the Edison Electric Institute (EEI) and the Electric Power Research Institute (EPRI), and currently serves on both boards. He is a member of the Executive Committee of the Business Roundtable (BRT) and was appointed chair of the BRT's Energy and Environment Committee. Additionally, he is a member of the boards of the Nuclear Energy Institute (NEI), Global Sustainable Electricity Partnership (GSEP), The Columbus Partnership, Columbus Downtown Development Corporation, Nuclear Electric Insurance Limited (NEIL), Fifth Third Bancorp, OhioHealth and the Rock and Roll Hall of Fame and Museum. Akins and his wife, Donna, live in Dublin, Ohio. They have two adult sons.   Matt Habash, CEO of Mid-Ohio Foodbank Matt Habash became executive director of Mid-Ohio Foodbank in 1984.  Prior to that, Matt was with the St. Stephen’s Community House, first as a youth worker and then as the assistant to the executive director.  Matt also was a member of Columbus City Council from 1993 to 2006, serving as Council President from 1999 to 2006. As Council President, Matt governed with civility and humanity.  Co-Chair with Columbus Mayor Michael B. Coleman, Matt led the 21st Century Growth initiative, a plan designed to balance job creation with sustainable neighborhood development.  Other efforts spearheaded by Matt in his role as Council President was the 315 Research Corridor, the City’s Indoor Clean Air Act and the City’s Bike Path Plan.  He holds a Masters of Business Administration from Xavier University, a Masters of Public Policy from The Ohio State University, and a Bachelor of Arts in philosophy from Xavier University. Matt takes an active leadership role in the community, having served on numerous boards and has received numerous awards, recognizing his commitment and work in serving those most vulnerable.   Mr. Joe Hamrock Joe Hamrock serves as NiSource President and Chief Executive Officer. He has been in this role since July 1, 2015, and is also a member of the NiSource Board of Directors. Joe previously served as Executive Vice President and Group CEO for NiSource's Gas Distribution segment, which included local gas distribution companies in Kentucky, Maryland, Massachusetts, Ohio, Pennsylvania and Virginia. In that role, he was responsible for all financial, operational, regulatory and commercial performance at NiSource's gas distribution operations. In coordination with leadership teams across each of these areas, he focused on driving the company's long-term growth plan, premised on executing a steady stream of infrastructure improvements and growth investments, synchronized with complementary regulatory and customer program initiatives. Joe joined NiSource in May 2012 after serving in a variety of senior executive positions with American Electric Power (AEP), including President and Chief Operating Officer of AEP Ohio, and roles in engineering, transmission and distribution operations, customer service, marketing and information technology. He began his energy industry career as an electrical engineer in transmission and distribution planning at AEP in Steubenville, Ohio. He went on to work in commercial and industrial customer services, and held leadership roles in commercial marketing and customer services, strategic development and other executive roles. Prior to becoming President of AEP Ohio, Joe was Senior Vice President and Chief Information Officer in AEP's Shared Services organization from 2003-2007, and from 2002 to 2003 was Senior Vice President - General Services. Joe serves on the boards of the American Gas Association, Columbus Downtown Development Corp., the Columbus Partnership, the Greater Columbus Sports Commission and OhioHealth. He holds a bachelor's degree in electrical engineering from Youngstown State University and a master's degree in business administration from the Massachusetts Institute of Technology, where he was a Sloan fellow.   Mr. George Barrett George S. Barrett is chairman and chief executive officer of Cardinal Health, a company ranked among the top 25 on the Fortune 500 and dedicated to improving the cost-effectiveness of health care. Barrett has refocused Cardinal Health on its essential role in supporting hospitals, pharmacies and alternative sites of care in their efforts to improve the quality and safety of patient care, while reducing costs and improving efficiency.  The tagline – Essential to care – embodies the company’s strategy and the culture of the organization. Barrett has been chairman and CEO of Cardinal Health since 2009.  He joined the company in 2008 as vice chairman and CEO of the company’s Healthcare Supply Chain Services. From 2005 to end-2007, Barrett served as president and CEO of North America for Teva Pharmaceutical Industries.  During 2007, he also served as corporate executive vice president for Global Pharmaceutical Markets.  He held the position of president of Teva USA from 1999 to end-2004. Prior to joining Teva, Barrett held various positions with Alpharma Inc., serving as president of US Pharmaceuticals from 1994 to 1997, and president of NMC Laboratories, prior to its acquisition by Alpharma in 1990.  Barrett serves on the board of directors of the Federal Reserve Bank of Cleveland, Nationwide Children’s Hospital and the board of trustees of the Corporation of Brown University. He is a member of the Healthcare Leadership Council and The Conference Board. He is also a member of the Business Roundtable, The Business Council and The Columbus Partnership. Barrett also serves on the board of directors of the Rock and Roll Hall of Fame. Barrett earned his Bachelor of Arts degree from Brown University and a Master of Business Administration from New York University.  He also holds an Honorary Doctor of Humane Letters degree from Long Island University’s Arnold & Marie Schwartz College of Pharmacy and Health Sciences.   Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          Our website: www.LeadershipLyceum.com          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum          Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum: A CEO’s Virtual Mentor® at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.  Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum: A CEO’s Virtual Mentor® in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.  Program Disclaimer The only purpose of the podcast is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor® has been a production of The Leadership Lyceum LLC. Copyright 2017. All rights reserved.

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Leadership Lyceum: A CEO's Virtual Mentor
The Big Shareholder Activism Episode – The Escalation Path

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Oct 30, 2017 70:18


A CEO’s Virtual Mentor Episode 13  The Big Shareholder Activism Episode – The Escalation Path Implications and Advice for Corporate Governance and CEO Leadership Our guests in a panel format include: Chris Young, Managing Director and Head of the Contested Situations Group, Credit Suisse Paul Toback, Former President, CEO and Chairman of Bally Total Fitness Marjorie Bowen, Retired Managing Partner of Houlihan Lokey and highly experienced public and private company director with an extensive list of directorships in which she was occasionally the activists’ board nominee. Corporate governance expert and independent director of publicly-traded companies, Tanuja Dehne. Our past two episodes have included segments on shareholder activism provided by our guest Chris Young from Credit Suisse.  Episode 11 included an historical look at the development and mainstreaming of shareholder activism as an asset class and the institutionalization of corporate governance through firms like ISS and Glass Lewis.  Episode 12 looked at the Vulnerability Framework and what brings companies into the attention of the activists.  We mentioned in a prior episode that a Wall Street Journal article had concluded that shareholder activism, which has been a perennial nuisance for chief executives, was now becoming an existential threat. So, what is it like to be in the crosshairs of the activist and what should you do about it? This Episode 13 is our big shareholder activism episode.  We take you step by step down the escalation path through 8 phases – including The Letter through the Proxy Contest. Chris Young from Credit Suisse will provide the steps and the pathway.  Governance expert Tanuja Dehne will provide some governance and management considerations along the way. Paul Toback will discuss his firsthand experience of being CEO at Bally Total Fitness and in the crosshairs at points along the path.  Highly-experienced, independent director, Marjorie Bowen, will provide context as an activist’s board nominee in the setting of activism and also provide governance and management advice for these situations. It’s with great pleasure that we announce that Tanuja Dehne has joined our team at Lyceum Leadership Consulting.  She brings her expertise to our board effectiveness and executive team effectiveness service offerings.  Warm thanks to our guests Paul Toback, Tanuja Dehne, Marjorie Bowen and Chris Young.  And special thank you to our sponsor TransparentCareer.  For those footnote readers, as always, please see the back of our album cover. For those interested, the rise and fall of Bally Total Fitness are covered in two cases at Harvard Business School by Strategy Professor John R. Wells. Please follow our links to the cases on the HBS website. All previous episodes are available on iTunes.  Please tune in to our next big episode on Philanthropy.  We’ll cover the subject from many different angles. From the perspective of the giver – with University of Chicago benefactor Bernard DelGiorno.   Bernie also advises clients on the subject in his role in private wealth management at UBS.  From the angle of the recipient.  We will glean the perspectives of Jennifer Sampson, CEO of The United Way of Metropolitan Dallas.  Jennifer led a turnaround in Dallas and has led the development of programs that fund impactful social entrepreneurship.  We will also introduce you to a group of public company CEO’s in Ohio that are leveraging their musical talents to raise money for charities in Ohio.  Two of these CEOs are board members of the Rock and Roll Hall of Fame. Thanks for joining us.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.   Program Guide - Episode 13 The Big Shareholder Activism Episode – The Escalation Path Implications and Advice for Corporate Governance and CEO Leadership  0:35       Introduction 0:52       Introduction to specific programming in this Episode 13 3:46       Chapter 1: The Position 19:19     Chapter 2: The Letter 28:37     Chapter 3: The Meetings 34:37     Chapter 4: Making it Public 37:21     Chapter 5: The Compromise 42:20     Chapter 6: The Proxy Contest 47:17     Chapter 7: After the Proxy Contest 52:47     Chapter 8: The Advice  1:07:45  Final Credits  1:08:18  Episode 14 Preview   Informative and Helpful Links Our Sponsor – TransparentCareer https://www.transparentcareer.com   The Lyceum’s Well-Tuned Governance Model  https://www.leadershiplyceum.com/lyceum-board-effectiveness     The Forgotten Beatle - Jimmy Nicol Photo - https://cdn.theatlantic.com/assets/media/img/photo/2014/05/1964-beatlemania/b33_06151156/main_900.jpg?1420504210 Story - http://www.adelaidenow.com.au/entertainment/meet-jimmy-nicol-the-forgotten-beatle-standin-drummer-for-ringo/news-story/0f79dd8eda8adc579d3c35c6bfb32f1f Bally Total Fitness and the Harvard Business School Case Study Collection Harvard Business School Professor John R. Wells [Wells' bio]  teaches the Bally Total Fitness case in his strategy course.  His two cases on Bally cover the rise and fall of Bally Total Fitness, respectively.  For access to abstracts on the case please find the links here: Bally Total Fitness (A): The Rise, 1962–2004 and Bally Total Fitness (B): The Fall, 2005–2016 Bally Total Fitness (B): The Fall, 2005–2016   Scott Joplin: https://www.scottjoplin.org/   Biographies of Guests  Ms. Marjorie Bowen Marjorie Bowen has served as an independent director for twelve public and private companies.  She has significant experience with corporate activism from both the activist shareholder as well as the incumbent board perspective.  As an activist appointed nominee, Ms. Bowen participated in a highly contested proxy contest, was endorsed by RiskMetrics and Proxy Governance, and was elected with 80 percent of the vote.  She also has been appointed as a director as a result of activist and board negotiations.  Conversely, Ms. Bowen has served as a director when an activist shareholder agitated for significant change, and in response she assumed a leadership role in developing and implementing solutions to maximize value for all shareholders.  Ms. Bowen’s directorships often involve complicated situations, operationally and/or financially challenged companies, including those needing to implement significant strategic and/or operational changes, turnarounds, and distressed companies both in and out of bankruptcy, across many industries.  Ms. Bowen’s directorships follow a nearly 20-year career in investment banking at Houlihan Lokey, advising boards of public companies on transactional, strategic and other shareholder matters, serving as a member of the firm’s senior management team, heading the industry leading fairness opinion practice, and providing leadership as the most senior woman at the firm.  She is a qualified NYSE and NASDAQ financial expert, and is well versed in corporate governance matters.   Mr. Paul Toback Paul is a seasoned Senior Executive, Attorney, Founder, Entrepreneur, and Consultant with 30 years of success in health, fitness, technology, and government. Leveraging extensive experience in new business development and strategic planning, he is a valuable asset for service companies looking for growth, team development, and brand building. His broad areas of expertise include public company leadership development; financial engineering and restructuring; mergers and acquisitions (M&A); startup, transition, turnaround, transformation; top-talent recruitment; cost reduction and revenue generation; finance and scaling; and legal, international, and franchising. Throughout his executive career, Paul has held leadership positions at Sproing Sport (Founder and CEO); Sproing Fitness LLC (Founder and CEO); Telegraph Consulting; Bally Total Fitness; The White House; and The City of Chicago. He has been responsible for securing a patent for new-generation high-intensity interval training (HIIT) fitness equipment, establishing fully-integrated manufacturing and global distribution, and opening domestic licensed brand fitness studios. As senior executive and C Suite Officer for the then-largest nationwide fitness center brand, Paul generated a record 22% increase of $1.1B net revenue in 4 years, resulting in $5.6MM net income in fourth year, reversing a $91MM loss. Separately, he increased cash flow $70 million annually by reducing expenses and capital spending for a company; and refinanced $500MM of corporate debt, including senior notes, term loan, and revolving credit, positively impacting nearly 70% of the company’s total debt. Paul secured a B.A. with Distinction in Political Science from Stanford University, graduating in 3 years. He earned a Juris Doctorate (J.D.) in Law from University of Chicago Law School. As a proficient executive, he has served on several boards, including with Bally Total Fitness, and the National Women’s History Museum.   Mr. Chris Young Chris Young has been Managing Director and Head of the Takeover Defense Practice at Credit Suisse AG and Credit Suisse Group since June 1, 2010. Until May 2010, Mr. Young served as the Director of M&A and Proxy Fight at Institutional Shareholder Services (ISS). While at ISS, Mr. Young was responsible for analyzing contentious M&A transactions, proxy fights and corporate governance issues and providing proxy voting and tender offer recommendations for ISS institutional investor clients. Mr. Young also helped to facilitate a constructive dialogue between ISS institutional investor clients and senior executives and directors of public companies in the US and Europe. Mr. Young is regarded as a leading authority on contested M&A transactions and shareholder activism. Prior to ISS, Mr. Young was a member of the investment banking group at Bear Stearns and the M&A group at Sullivan & Cromwell. Mr. Young is a CFA charter holder, received his JD, magna cum laude, from Boston University and his BS from Georgetown University.   Ms. Tanuja Dehne Tanuja Dehne is Senior Governance Advisor for Lyceum Leadership Consulting [Tanuja's Bio] and a public company director and former C-level executive of NRG Energy, Inc., a Fortune 250 power company. Tanuja brings perspective and experience from her cross-disciplinary roles to the C-suite and board room. She is a purpose-driven leader, cultivator of talent and proven strategist. She is an award winning corporate attorney, human resources professional and community volunteer who thrives when making a positive difference in the lives of others. During her tenure at NRG Energy, Inc., Tanuja had increasingly expansive roles: initially the company’s securities and finance lawyer, then Corporate Secretary and lead M&A attorney, before becoming the head of Human Resources. Ultimately, in her role as EVP, Chief Administrative Officer and Chief of Staff, she oversaw the company’s Human Resources, Information Technology, Communications, Marketing and Sustainability departments, the company’s charitable giving program, M&A integrations, as well as the construction of NRG’s sustainable corporate headquarters in Princeton, New Jersey. Tanuja also served as a sponsor, coach and “internal angel investor” of interdisciplinary innovation teams, including the team that created the “Path to Luma,” an environmentally conscious puzzle game launched in August 2015 with record breaking downloads in the Apple and Google stores. Tanuja is a director of Advanced Disposal Services (NYSE: ADSW) and Silver Bay Realty Trust Corp. (NYSE: SBY), and Board Trustee of the Geraldine R. Dodge Foundation, HomeFront of New Jersey and Young Audiences New Jersey and Eastern Pennsylvania. She is a frequent speaker on topics including leadership, corporate governance, and the intersection of the law and human resources. She received a B.A. from Lafayette College, Master’s in Political Science from the University of Pennsylvania, and Juris Doctor from Syracuse University College of Law. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:        Our website: www.LeadershipLyceum.com        LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997 Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: info@LeadershipLyceum.com Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.   Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2017. All rights reserved.

Laroche.fm - Design & Business
Creative Strategy and The Business of Design - Douglas Davis - Ep.03

Laroche.fm - Design & Business

Play Episode Listen Later Oct 14, 2017 53:39


In this episode, I talked with Douglas Davis, creative strategist, the author of Creative Strategy and Business of Design and he is also the principal of The Davis Group LLC. We talked about his book, getting the right strategy behind your products, how to write a good strategy and what should you take into account when creating products or solving problems for your consumers. His work experience and previous clients include ABN·AMRO Bank, Council for Economic Education, The Economist, HSBC, Tribal DDB, JWT, Deutsch and many others. Book references during this episode include Hey Whipple Squeeze This by Luke Sullivan, Truth Lies, and Advertising by Jon Steel and Juicing the Orange by Pat Fallon His book can be bought on Amazon: https://goo.gl/2iAsfG You can also listen to this episode on iTunes: https://goo.gl/2cyAgu Soundcloud: https://goo.gl/gByB8P About Laroche: https://www.laroche.co/ ------- Laroche.fm is a podcast hosted by Eugeniu Esanu, the founder and creative director of Laroche.co, a design agency from Amsterdam. We are on a journey of learning from different experts and industry leaders who share their expertise and knowledge. ------- Music: https://soundcloud.com/itsnglmusic

Leadership Lyceum: A CEO's Virtual Mentor
Shareholder Activism; Board Governance & Effectiveness; and Conversation with WEC Energy CEO, Allen Leverett

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Sep 4, 2017 48:49


A CEO’s Virtual Mentor Episode 12 Shareholder Activism – The Vulnerability Framework; Board Governance & Effectiveness; and a Conversation with WEC Energy Group CEO Allen Leverett Guests include: Chris Young, Managing Director and Head of the Contested Situations Group, Credit Suisse Allen Leverett, President and CEO of WEC Energy Tanuja Dehne, Corporate governance expert and independent director of publicly-traded companies.  If you haven’t joined us in a while, you may have missed the announcement that we formed two companies under Leadership Lyceum’s brand: Lyceum Leadership Consulting which provides executive and board of director’s search, board effectiveness review, and an array of services for successor development and board-readiness.  And Lyceum Leadership Productions which brings you this podcast. Segment I - a continuation of our discussion on Shareholder Activism with Chris Young from Credit Suisse. We will cover what Chris describes as The Vulnerability Framework. We will discuss the conditions that make a company particularly vulnerable to activism. Segment II - a conversation with Allen Leverett, President CEO of WEC Energy Group in Milwaukee. We will discuss how WEC has reshaped itself through M&A over the last 10 years into a vastly different company that serves 4.4 million customers across 4 states in the upper Midwest.  Segment III - a continuation of our discussion with Tanuja Dehne on impediments to boardroom effectiveness. Famous Last Words - In our last episode, Episode 11, we introduced a spot called Famous Last Words. We intersperse excerpts from MGM’s 1954 movie Executive Suite starring William Holden, Barbara Stanwyck, and Fredric March. For you utility enthusiasts, it also stars the PPL Building (Pennsylvania Power & Light) in Allentown, Pennsylvania as the exterior of the Tredway Corporation.  The plot backdrop -- Avery Bullard, President of the Tredway Corporation has died. But he never named a clear successor, so the Board members must choose. The most likely candidate is Loren Shaw, a skilled businessman with a high degree of financial acumen.  Their intense and consequential boardroom discussion will weave through our episode. Thanks for joining us.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.  See you next time.    Informative and Helpful Links  The Lyceum’s Well-Tuned Governance Model  https://www.leadershiplyceum.com/lyceum-board-effectiveness    Program Guide Episode 12 Shareholder Activism – The Vulnerability Framework; Board Governance & Effectiveness; and Conversation with Wisconsin Energy CEO Allen Leverett 0:30     Introduction to Lyceum’s brands and the podcast Episode 12  1:44     Introduction of Famous Last Words spot – MGM’s Executive Suite 3:47     Famous Last Words spot – MGM’s Executive Suite plot summary 2:35     Famous Last Words – Executive Suite 1/5 3:22     Break 1 3:36     Introduction to Segment I – Shareholder Activism with guest Chris Young, Managing Director of Credit Suisse on The Vulnerability Framework 7:20     Famous Last Words – Executive Suite 2/5 8:28     Break 2 8:41     Segment I (cont.): Chris Young of Credit Suisse 15:26   Famous Last Words – Executive Suite 3/5 17:17   Break 3 17:32   Wrap up of Segment I on Shareholder Activism and preview of next month’s Episode 13 with the final chapter in the series with Chris Young. 17:48   Introduction of Segment II: Interview with Allen Leverett, CEO of WEC Energy Group 27:28   Break 4 27:51   Segment II (cont.): Interview with Allen Leverett 41:30   End of Interview with Paul Bonavia 33:45   Break 5 34:06   Segment II (cont.): Interview with Allen Leverett 37:03   End of Interview with Allen Leverett 37:08   Famous Last Words – Executive Suite 4/5 38:22   Break 6 38:35   Introduction to Segment III – Corporate Governance and Board Effectiveness, a continuation of our discussion with Tanuja Dehne on impediments to boardroom effectiveness. 45:34   End of Segment III and preview of next month’s Episode 13 with Tanuja Dehne 45:45   Conclusion of Famous Last Words with Executive Suite 5/5   Biographies of Guests Mr. Chris Young  Chris Young has been Managing Director and Head of the Takeover Defense Practice at Credit Suisse AG and Credit Suisse Group since June 1, 2010. Until May 2010, Mr. Young served as the Director of M&A and Proxy Fight at Institutional Shareholder Services (ISS). While at ISS, Mr. Young was responsible for analyzing contentious M&A transactions, proxy fights and corporate governance issues and providing proxy voting and tender offer recommendations for ISS institutional investor clients. Mr. Young also helped to facilitate a constructive dialogue between ISS institutional investor clients and senior executives and directors of public companies in the US and Europe. Mr. Young is regarded as a leading authority on contested M&A transactions and shareholder activism. Prior to ISS, Mr. Young was a member of the investment banking group at Bear Stearns and the M&A group at Sullivan & Cromwell. Mr. Young is a CFA charter holder, received his JD, magna cum laude, from Boston University and his BS from Georgetown University.   Mr. Allen Leverett Allen Leverett was named president of WEC Energy Group in June 2015 and chief executive officer in May 2016. He was appointed to the board of directors in January 2016. Leverett had served as president of Wisconsin Energy Corporation since August 2013, as well as president – Wisconsin, Michigan and Minnesota, with responsibility for business operations of the company’s utilities in those states. Previously, Leverett served as president and chief executive officer of We Generation, the company’s power generation group, since March 2011, with overall responsibility for the company’s electric generation portfolio, fuel procurement, environmental compliance and renewable energy development strategy. He joined Wisconsin Energy in 2003 as chief financial officer. In May 2004, he was named executive vice president and chief financial officer of Wisconsin Energy and We Energies. Prior to joining the company, Leverett served as chief financial officer and executive vice president of Georgia Power in Atlanta, Georgia. Before that, he was vice president and treasurer of Southern Company Services, with overall responsibility for financial planning and analysis, capital markets and leasing, treasury and investor relations. Previously, he held a variety of positions in transmission planning, integrated resource planning, strategic planning, wholesale marketing and finance. Leverett earned his bachelor’s degree, summa cum laude, in electrical engineering and mathematics from Vanderbilt University, Nashville, Tennessee. He also earned a master’s degree in electrical engineering from Stanford University, Palo Alto, California, and a Master of Business Administration degree with a finance concentration from Auburn University, Auburn, Alabama. Leverett is a director of American Transmission Co., non-executive chairman of Church Mutual Insurance Co., and a member of the board of directors of the Electric Power Research Institute (EPRI) and the Edison Electric Institute (EEI).   Ms. Tanuja Dehne Tanuja Dehne is a public company director and former C-level executive of NRG Energy, Inc., a Fortune 250 power company. Tanuja brings perspective and experience from her cross-disciplinary roles to the C-suite and board room. She is a purpose-driven leader, cultivator of talent and proven strategist. She is an award winning corporate attorney, human resources professional and community volunteer who thrives when making a positive difference in the lives of others. During her tenure at NRG Energy, Inc., Tanuja had increasingly expansive roles: initially the company’s securities and finance lawyer, then Corporate Secretary and lead M&A attorney, before becoming the head of Human Resources. Ultimately, in her role as EVP, Chief Administrative Officer and Chief of Staff, she oversaw the company’s Human Resources, Information Technology, Communications, Marketing and Sustainability departments, the company’s charitable giving program, M&A integrations, as well as the construction of NRG’s sustainable corporate headquarters in Princeton, New Jersey. Tanuja also served as a sponsor, coach and “internal angel investor” of interdisciplinary innovation teams, including the team that created the “Path to Luma,” an environmentally conscious puzzle game launched in August 2015 with record breaking downloads in the Apple and Google stores. Tanuja is a director of Advanced Disposal Services (NYSE: ADSW) and Granite Point Mortgage Trust, Inc. (NYSE: GPMT), and Board Trustee of the Geraldine R. Dodge Foundation, HomeFront of New Jersey and Young Audiences New Jersey and Eastern Pennsylvania. She is a frequent speaker on topics including leadership, corporate governance, and the intersection of the law and human resources. She received a B.A. from Lafayette College, Master’s in Political Science from the University of Pennsylvania, and Juris Doctor from Syracuse University College of Law. Ms. Dehne’s Upcoming Speaking Engagements: September 14, 2017: ABA Annual Meeting of Business Law Section in Chicago: Driving Boardroom Diversity:  An Inside Look at What’s Important and What’s Next October 2, 2017: NACD Annual Global Summit, National Harbor, MD:  Compensation Board Committee Forum October 25, 2017: BSR Annual Conference 2017 - How Businesses Lead in Los Angeles: “Engaging Boards: Making a Case” - engaging boards on sustainability issues   Host Mr. Thomas B. Linquist Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.   Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          Our website: www.LeadershipLyceum.com          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum          Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast.   This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2017. All rights reserved.

Leadership Lyceum: A CEO's Virtual Mentor
Board Governance & Effectiveness, Shareholder Activism, and Utility Consolidation and M&A

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jun 30, 2017 59:33


A CEO’s Virtual Mentor Episode 11  Board Governance & Effectiveness, Shareholder Activism, and Utility Industry Consolidation and M&A Guests include: Corporate governance expert, Tanuja Dehne Paul Bonavia, Retired Chairman and CEO of UNS Energy Chris Young, Managing Director and head of the Contested Situations Group, Credit Suisse   If you did not join us for our last episode, Episode 10 which was a special podcast on Innovation, you may have missed the announcement that we formed two companies under Leadership Lyceum’s brand: Lyceum Leadership Consulting which provides executive and board of director’s search, board effectiveness review, and an array of services for successor development and board-readiness.  And Lyceum Leadership Productions which brings you this podcast.  We also announced that we would be expanding the programming of the episodes this summer.  Well happy summer!  This is the first of our expanded episodes.  Welcome to Episode 11 which expands the programming into three segments.  We will continue to bring you the in-depth CEO and Director interviews around compelling business situations as a main middle segment, Segment II.  That main segment will be bookended over the next three Episodes with shorter Segments I and III.  At least over the next three episodes, Segment I will cover Board and Corporate Governance Best Practices on one hand and Segment III will cover the consequences of deficiencies in corporate governance, namely shareholder activism, on the other.  We hope you enjoy this expanded coverage which we will be refining over the next few episodes.  So please subscribe through iTunes and give us feedback on the new programming.  Tell us about leadership situations and subjects that you are interested in us exploring.  Please visit our website www.LeadershipLyceum.com for all of our archived media and offerings.  We will be right back to start the program.   Welcome back to this newly expanded Episode 11 of the Leadership Lyceum: A CEO’s Virtual Mentor.  We welcome three fabulous guests to this Episode.    Introduction to Episode 11 Program In Segment I the first of a series on Corporate Governance and Board Effectiveness, we welcome governance expert Tanuja Dehne.  Tanuja serves on two public company boards and is a frequent speaker on board governance -- most recently she was part of the instructor panel for the NACD Advanced Director Professionalism program earlier this month.  In Segment II we welcome Paul Bonavia, retired Chairman and CEO of UNS Energy (better known as Tucson Electric Power).  We will explore the triggers and interconnected events that have led to remarkable levels of consolidation in the electric utility industry and Paul’s leadership of the sale of UNS to Fortis in August 2014. In Segment III, the first of a series on Shareholder Activism, we will be joined by Chris Young, Managing Director and Head of the Contested Situations Group at Credit Suisse.  In the first part of this series we will cover the history of activism and the market for corporate governance, growth in the asset class, and answer a fundamental question: what do activists want?  We will be right back with Segment one with Tanuja Dehne on Corporate Governance and Board Effectiveness.    Segment I: Governance & Board Matters “Corporate Governance and Board Effectiveness” I am delighted to be joined by Tanuja Dehne. Tanuja is a corporate governance expert and serves as an independent director on two NYSE-listed, company boards: Advanced Disposal Services, a $1.4 billion revenue environmental services company and newly IPO’d, Granite Point, a publicly-traded commercial mortgage REIT.  She also dedicates her time to not-for-profit board service including the Geraldine R. Dodge Foundation, Young Audiences, HomeFront NJ, and Sustainable Jersey. That ends Segment I with Tanuja Dehne.  Join us for our continuing conversation with Tanuja next month in Episode 12 --- we’ll discuss derailers to effective boards and effective leadership styles in the boardroom.  And shall I say it?  Why not.  As a self-promoting reminder, the Lyceum Leadership Consulting does provide third party, Board Effectiveness Review.    Segment II:  Main Feature Interview “Special Guest Paul Bonavia, Retired Chairman and CEO of UNS Energy”  You may have read our article in the May 2017 issue of Public Utilities Fortnightly about our next guest - Paul Bonavia.  By sheer coincidence, I wrote that article for Fortnightly on April 1 of 2017 in Chicago Illinois.  Exactly ten years before that on April 1, 2007, the Illinois General Assembly passed a resolution designating April 1st as “Cheap Trick Day” in Illinois. I am giddy with delight to come as close as I can to a Rolling Stone reporter in featuring this conversation with drummer Paul Bonavia, who in his younger days was in bands with members that would go on to form Cheap Trick.   While I’m sure some subset of our listenership is interested in Paul’s pre-utility rock and roll lifestyle, this conversation was directed toward Paul’s “alternative” lifestyle as a CEO of an investor-owned utility and the sale of the company he led --- to Fortis in August of 2014.  Segment III: Special Subjects Segment “First of a Mini-Series on Shareholder Activism with Chris Young, Head of Contested Situations at Credit Suisse” Welcome to our final segment in this Episode on the dramatic, consternation-filled subject of shareholder activism.  That’s Orson Welles in his introduction to his panic-producing, 1938 radio masterpiece War of the Worlds. For the Lyceum, an allegorical backdrop of an environment well-suited to some “alien” form of activism perhaps? This is our mini-series on Shareholder Activism, and we are joined by Chris Young, Managing Director and Head of the Contested Situations Group at Credit Suisse.  In this first part of this series we will cover the history of activism and the market for corporate governance, growth in the asset class, and answer a fundamental question: what do activists want? As a backdrop, The Wall Street Journal reported recently that shareholder activism, which has been a perennial nuisance for chief executives, is now becoming an existential threat. Activists are going beyond just settling for board seats and are waging campaigns that target changes in top management at the outset. So far in 2017, and this is going back a few weeks right now, but so far in 2017 activists have started nine campaigns targeting top management. This is the fastest pace on record according to FactSet. I have represented two clients this year from the power and utility industry on board searches in the face of shareholder activism.  While two companies experiencing activism does not constitute a trend, my clients’ experience of late certainly seemed to warrant raising awareness with our CEO’s Virtual Mentor listenership by featuring this fascinating and informative conversation with Chris Young.  As we were in production on this podcast, Daniel Loeb, founder of activist investor Third Point, demonstrated this activism genius by accumulating a small 1.25% stake in Nestle, published a letter on a Sunday and two days later, Nestle announced a $20.8 billion share buyback as well as clarifying other strategic objectives. Closing of Segment III That ends Segment III.  We will continue this discussion with Chris Young in late July with Episode 12.  We’ll cover more on the “mainstreaming” of activism as an asset class and we will take apart the activist’s playbook and take you step by step through the Escalation Path.      Preview of Next Month’s Episode 12 We will be back with Episode 12 at the end of July featuring more on corporate governance with Tanuja Dehne and activism with Chris Young and an interview with Allen Leverett, President and CEO of WEC Energy Group in Milwaukee, Wisconsin.  WEC has been highly acquisitive over the last decade, Allen and I will discuss the company’s significant growth that has led to a uniquely different collection of operating assets over that time period.  Final Spot: Famous Last Words As we sign off we wrap with another new spot on our program called “Famous Last Words”.  In keeping with our War of the Worlds – Shareholder Activism allegory we will leave you to be restored to the real world in the good hands of, an out-of-character, Mr. Orson Welles.    Thanks for joining us.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.  See you next time.   Informative and Helpful Links The Lyceum’s Well-Tuned Governance Model https://www.leadershiplyceum.com/lyceum-board-effectiveness   War of the Worlds Link to one the Lyceum’s favorite websites – archive.org. Click below to listen directly to the chilling and timeless October 30, 1938 CBS airing of Orson Welles’ The Mercury Theater on the Air adaptation of H.G. Wells’ novel The War of the Worlds https://archive.org/details/OrsonWellesMrBruns Wiki links about the radio drama: https://en.wikipedia.org/wiki/The_War_of_the_Worlds_(radio_drama)   Program Guide Episode 11 “Board Governance & Effectiveness, Shareholder Activism Mini Series, Utility Industry Consolidation and M&A with Paul Bonavia, Retired Chairman and CEO of UNS Energy”  0:30     Introduction to new programming of Episodes  2:12     Introduction to specific programming in this Episode 11 3:47     Segment I: Corporate Governance and Board Effectiveness with Tanuja Dehne 6:15     Break 6:40     Segment I (cont.): Why should boards care about measuring effectiveness as a board? 14:05   Wrap up of Segment I on governance and preview of next month’s Episode 12 with Tanuja. 14:54   Introduction of Segment II: Interview with Paul Bonavia, Retired CEO of UNS Energy 16:13   Segment II: Interview with Paul Bonavia 33:06   Break 33:33   Segment II (cont.): Interview with Paul Bonavia 41:30   End of Interview with Paul Bonavia 41:53   Introduction to Segment III – Shareholder Activism and War of the Worlds allegory. 43:10   Segment III – Context for shareholder activism and introduction of guest Chris Young, Managing Director of Credit Suisse. 52:57   Break 53:20   Segment III (cont.): What do activists want? 56:30   End of Segment III and preview of next month’s Episode 12 with Chris Young 57:21   Conclusion and Famous Last Words with Orson Welles.   Biographies of Guests Ms. Tanuja Dehne  Tanuja Dehne is a public company director and former C-level executive of NRG Energy, Inc., a Fortune 250 power company. Tanuja brings perspective and experience from her cross-disciplinary roles to the C-suite and board room. She is a purpose-driven leader, cultivator of talent and proven strategist. She is an award winning corporate attorney, human resources professional and community volunteer who thrives when making a positive difference in the lives of others. During her tenure at NRG Energy, Inc., Tanuja had increasingly expansive roles: initially the company’s securities and finance lawyer, then Corporate Secretary and lead M&A attorney, before becoming the head of Human Resources. Ultimately, in her role as EVP, Chief Administrative Officer and Chief of Staff, she oversaw the company’s Human Resources, Information Technology, Communications, Marketing and Sustainability departments, the company’s charitable giving program, M&A integrations, as well as the construction of NRG’s sustainable corporate headquarters in Princeton, New Jersey. Tanuja also served as a sponsor, coach and “internal angel investor” of interdisciplinary innovation teams, including the team that created the “Path to Luma,” an environmentally conscious puzzle game launched in August 2015 with record breaking downloads in the Apple and Google stores. Tanuja is a director of Advanced Disposal Services (NYSE: ADSW) and Silver Bay Realty Trust Corp. (NYSE: SBY), and Board Trustee of the Geraldine R. Dodge Foundation, HomeFront of New Jersey and Young Audiences New Jersey and Eastern Pennsylvania. She is a frequent speaker on topics including leadership, corporate governance, and the intersection of the law and human resources. She received a B.A. from Lafayette College, Master’s in Political Science from the University of Pennsylvania, and Juris Doctor from Syracuse University College of Law.   Mr. Paul Bonavia  Paul Bonavia was Chairman and CEO of UNS Energy and its principal subsidiaries, Tucson Electric Power and UNS Energy Services, from January 2009 to May 2014. He served as Executive Chairman until the sale of the company to Fortis Inc. was completed in August of 2014. He had also served as President until December 2012. Mr. Bonavia worked to establish UNS Energy as a leader in renewable energy and energy efficiency while maintaining safe, affordable, and reliable service to nearly 640,000 utility customers across Arizona. Mr. Bonavia was named by Governor Jan Brewer to the Board of Directors of the Arizona Commerce Authority and has served as a director or trustee of the Southern Arizona Leadership Council (former chairman), Tucson Regional Economic Opportunities (former chairman), United Way of Tucson and Southern Arizona (former chairman), University of Arizona Foundation, Tucson Airport Authority, Edison Electric Institute, Institute for Energy Efficiency and American Wind Energy Association. Before joining UNS Energy, Mr. Bonavia was President of the Utilities Group of Xcel Energy and held senior positions at Dominion Power.  He earned degrees from Drake University and the University of Miami School of Law and completed Harvard Business School's Advanced Management Program.  Mr. Bonavia serves as chair of the board’s Human Resources Committee, and is a member of the Corporate Governance & Strategic Planning Committee and the System Planning Committee.   Mr. Chris Young Chris Young has been Managing Director and Head of the Takeover Defense Practice at Credit Suisse AG and Credit Suisse Group since June 1, 2010. Until May 2010, Mr. Young served as the Director of M&A and Proxy Fight at Institutional Shareholder Services (ISS). While at ISS, Mr. Young was responsible for analyzing contentious M&A transactions, proxy fights and corporate governance issues and providing proxy voting and tender offer recommendations for ISS institutional investor clients. Mr. Young also helped to facilitate a constructive dialogue between ISS institutional investor clients and senior executives and directors of public companies in the US and Europe. Mr. Young is regarded as a leading authority on contested M&A transactions and shareholder activism. Prior to ISS, Mr. Young was a member of the investment banking group at Bear Stearns and the M&A group at Sullivan & Cromwell. Mr. Young is a CFA charter holder, received his JD, magna cum laude, from Boston University and his BS from Georgetown University.   Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          Our website: www.LeadershipLyceum.com          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum          Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Program Disclaimer The only purpose of the podcasts is to educate, inform and entertain. The information shared is based on the collection of experiences of each of the guests interviewed and should not be considered or substituted for professional advice. Guests who speak in this podcast express their own opinions, experience and conclusions, and neither The Leadership Lyceum LLC nor any company providing financial support endorses or opposes any particular content, recommendation or methodology discussed in this podcast. This podcast Leadership Lyceum: A CEO’s Virtual Mentor has been a production of The Leadership Lyceum LLC. Copyright 2017 All rights reserved                

Leadership Lyceum: A CEO's Virtual Mentor
“The Electric Utility Industry’s Golden Age of Innovation: Now”

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jun 7, 2017 58:35


Special Podcast Episode 10 “The Electric Utility Industry’s Golden Age of Innovation: Now” Innovation Interviews with Eight CEOs After a bit of a hiatus, we are back.  I can assure we have been busy on your behalf in the interim.  We are delighted to announce that we formed two companies under Leadership Lyceum’s brand: Lyceum Leadership Consulting which provides executive and board of director’s search, board effectiveness review, and an array of services for successor development and board-readiness.  And Lyceum Leadership Productions which brings you this podcast.  We will be expanding the programming of the episodes this summer so please subscribe through iTunes and give us feedback.  Tell us about leadership situations that you are interested in us exploring.  Please visit our website www.LeadershipLyceum.com for all of our archived media and offerings.  Welcome to this Special Episode of the Leadership Lyceum: A CEO’s Virtual Mentor focused on innovation in an industry that many of us take for granted.  We take an in-depth look at innovation in the electric utility industry.  It’s the Leadership Lyceum’s opening act to Edison Electric Institute’s annual industry convention that starts this weekend, June 11th in Boston. In this Episode, we take a look back at last year’s convention in Chicago, where we conducted 10 interviews that included 8 CEOs from the electric industry covering all points along the electricity value chain from generation to transmission to distribution to the customer meter and beyond.  We also have the perspective of a President of a venture capital-backed, technology provider to the industry; as well as the critical viewpoints of the regulator -- with the President of the National Association of Regulatory Utility Commissioners (or NARUC).  By way of context for our broad listenership, Edison Electric Institute (or EEI), is the association that represents all U.S. investor-owned electric companies. EEI provides public policy leadership, strategic business intelligence, and essential conferences and forums for the industry.   As a bit of an appeal to our broad listenership --- why should you care about this industry?  Well its impact and influence is far-reaching and profound.  The member companies of EEI provide electricity for 220 million Americans, operate in all 50 states and the District of Columbia --- and directly and indirectly employ more than one million workers.  Our esteemed guests are all listed on the back of the album cover and on our website with links to their bios.  As a reminder, we conducted these interviews in June of 2016.  Our guests are as follows: Nick Akins, CEO of AEP in Columbus, OH; at the time, the outgoing Chairman of EEI. https://www.aep.com/about/leadership/profile.aspx?id=Akins Tom Fanning, CEO of Southern Company in Atlanta; at the time, the incoming Chairman of EEI. http://www.southerncompany.com/about-us/leadership/ceo.html Warner Baxter, CEO of Ameren Corporation in St Louis. https://www.ameren.com/about/warner-baxter Pedro Pizarro, CEO of Edison International; at the time, the President of Edison subsidiary Southern California Edison. https://www.edison.com/home/investors/corporate-governance/meet-our-board-of-directors/pedro-j-pizarro.html Jim Piro, CEO of Portland General Electric in Portland, OR http://investors.portlandgeneral.com/management.cfm Ralph Izzo, CEO of PSEG, in Newark, NJ; https://www.pseg.com/family/leadership/ceo.jsp Steve Berberich, CEO of California ISO; the ISO is one of the world’s largest transmission organizations, managing the electric grid and wholesale power markets for 30 million Californians. https://www.caiso.com/about/Pages/OurLeadership/StephenBerberich.aspx Tony Earley, Executive Chair of the Board of PG&E Corporation in San Francisco; at the time, was Chairman, CEO and President of PG&E http://www.pgecorp.com/aboutus/our_team/TEarley.shtml Alex Laskey, Co-Founder and President of Opower; Alex sold his company to Oracle while we were at the convention in June 2016 https://www.ted.com/speakers/alex_laskey Travis Kavulla, Commissioner, Montana Public Service Commission; and at the time, was serving a term as President of National Association of Regulatory Utility Commissioners (or NARUC) http://psc.mt.gov/commissioners/District1/  Just prior to our interviews last year, Neil Irwin, senior economics correspondent for The New York Times (https://www.nytimes.com/by/neil-irwin) gave us inspiration in his walk down the memory lane of innovation in his May 15, 2016 “The Upshot” column titled “Tracking Down the Golden Age of Innovation”.    https://www.nytimes.com/2016/05/15/upshot/what-was-the-greatest-era-for-american-innovation-a-brief-guided-tour.html?smprod=nytcore-iphone&smid=nytcore-iphone-share Twitter: https://twitter.com/Neil_Irwin He posited in that article that a better way to understand the significance of technological change may be to come as close as we can to actually walking through those time periods, from the end of the Civil War to present, and understand the way we lived, ate, traveled and clothed and entertained ourselves.  Through our conversation with these industry leaders, we will attempt to walk you through our current age of innovation in the electric power industry.   Segment 1: Opening Statements – The Structure of the Industry. Travis Kavulla, President of NARUC and Commissioner of the Montana PSC. Steve Berberich, CEO of California ISO, managing the transmission grid across the state of California. Tony Earley, CEO of PG&E in San Francisco. Ralph Izzo, CEO of PSEG in Newark. Nick Akins, CEO of AEP in Columbus Steve Berberich, CEO of California ISO    Segment 2: Interoperability, Data, and the Customer Steve Berberich, CEO of California ISO He expounds on the subject of interoperability of complex components of the electricity value chain. Nick Akins, CEO of AEP in Columbus Nick transitions into how technology has enabled customer relationships. Advanced Metering triggered proximity to the customer.  Tony Earley, CEO of PG&E in San Francisco. Alex Laskey, President of Opower Pedro Pizarro, CEO of Edison International   Segment 3: Boundary Conditions and how utilities are defining the boundaries of their service.  Warner Baxter, CEO of Ameren in St Louis Pedro Pizarro, CEO of Edison International Steve Berberich, CEO of California ISO Travis Kavulla, President of NARUC and Commissioner of the Montana PSC. Nick Akins, CEO of AEP in Columbus Ralph Izzo, CEO of PSEG in Newark. Tom Fanning, CEO of Southern Company in Atlanta Tony Earley, CEO of PG&E in San Francisco.   Segment 4: Collaboration with Disruptors and how utilities are partnering with the technologists on innovation and solutions. Warner Baxter, CEO of Ameren in St Louis Jim Piro, CEO of Portland General Electric   Segment 5: Regulatory Barriers and Enablers to innovation. Travis Kavulla, President of NARUC and Commissioner of the Montana PSC. Pedro Pizarro, CEO of Edison International Alex Laskey, President of Opower   Segment 6: Are We Pushing Hard Enough to Innovate? Travis Kavulla, President of NARUC and Commissioner of the Montana PSC. Nick Akins, CEO of AEP in Columbus Jim Piro, CEO of Portland General Electric Tom Fanning, CEO of Southern Company in Atlanta   Segment 7: Parting Thoughts and Advice to Stakeholders.  It’s fitting that our three guests with the parting words are those who have transitioned since my interview with them last year.  One through sale of company, one through executive retirement, and the other through expiration of term of service.  Tony Earley, CEO of PG&E in San Francisco - who has now turned the leadership of PG&E over to his successor Geisha Williams. Alex Laskey, President of Opower Travis Kavulla, President of NARUC and Commissioner of the Montana PSC in the anchor position with advice on the posture and approach of stakeholders to foster innovation from the regulatory point of view.   Our Parting Thoughts I can’t think of a more fitting way to close this retrospective than drawing from the opening of Neil Irwin’s NYT article that I mentioned at the outset of this episode.  Are you a skeptical economist who believes that we’re in a depressing era in which innovation has slowed and living standards are barely rising?  Or are you a techno-optimist who believes that that our era, in which digital technology is transforming the underpinnings of human existence, is the golden age of innovation?   Thanks for joining us.  We can’t improve without your feedback – write us through our website www.LeadershipLyceum.com and subscribe on iTunes.  See you next time.    Informative and Helpful Links Edison Electric Institute (EEI): http://www.eei.org/ Ameren Corporation: https://www.ameren.com/ American Electric Power: https://www.aep.com/ California ISO: http://www.caiso.com/ Edison International: http://www.edison.com/ Pacific Gas & Electric: https://www.pge.com/ Portland General Electric: https://www.portlandgeneral.com/ Public Service Enterprise Group: https://www.pseg.com/ Southern Company: http://www.southerncompany.com/ Oracle and Opower: https://www.oracle.com/corporate/acquisitions/opower/index.html Montana PSC: http://psc.mt.gov/ National Association of Regulatory Utility Commissioners (NARUC): https://www.naruc.org/ New York Times: https://www.nytimes.com/by/neil-irwin    Program Guide: Special Episode 10 “The Electric Utility Industry’s Golden Age of Innovation: Now” Innovation Interviews with Eight CEOs   0:30     Introduction to the Lyceum Leadership Consulting and Lyceum Leadership Productions 1:15     Introduction to “Innovation in the Electric Industry” through 10 interviews including 8 CEOs  4:05     Segment 1: Opening Statements – The Structure of the Industry 11:43   Break 1 11:57   Segment 2: Interoperability, Data, and the Customer 26:02   Break 2 26:24   Segment 3: Boundary Conditions - how utilities are defining the boundaries of their service.  36:50   Break 3 37:03   Segment 4: Collaboration with Disruptors 39:32   Break 4 39:49   Segment 5: Regulatory Barriers and Enablers 45:16   Break 5 45:31   Segment 6: Are We Pushing Hard Enough to Innovate? 51:12   Break 6 51:34   Segment 7: Parting Thoughts and Advice to Stakeholders 57:04   Lyceum’s Parting Thoughts 57:37   End of Episode     Subscribe to the Podcast at: iTunes or SoundCloud Follow Leadership Lyceum on: www.LeadershipLyceum.com LinkedIn Twitter Instagram Facebook   Email us: info@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Your host Thomas B. Linquist is the Founder and Managing Partner of Lyceum Leadership Consulting and Lyceum Leadership Productions. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2017 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Interview with Pedro Pizarro, CEO of Edison International

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Mar 12, 2017 46:12


“Perpetuating the California Dream: Progressive Policy Meets Progressive Leadership” Interview with Pedro Pizarro, CEO of Edison International in Los Angeles, California Welcome to Episode 9 of the Leadership Lyceum: A CEO’s Virtual Mentor.  I had the pleasure of visiting Pedro Pizarro, CEO of Edison International in his Los Angeles office for this conversation as part of what will be a bit of a sub-series introducing some of the recently appointed CEO's in the utility industry. Edison International (Ticker: EIX) is the publicly-traded holding company for regulated utility Southern California Edison and a small array of non-regulated investments plus Edison Energy. At $11.5 billion in annual revenue, and serving 15 million customers, the company is one of the largest utilities in the country. Our interview will delve deeply into one of Pedro’s priorities for positioning their utility, Southern California Edison (SCE) to help the state of California achieve its very ambitious, legislatively-mandated targets for reducing greenhouse gases by 2030. The path ahead for Pedro and Edison with respect to his plan to: “help catalyze all the efforts to support reducing greenhouse gases” is uncharted and unprecedented.  To achieve the targets, it is not enough for California to decarbonize the electric power sector – they need cooperation and electrification from other sectors.    As fitting context for this interview, in our last podcast episode, Episode 8, we illustrated through our interview with Susan Story, CEO of American Water, how success in the public utilities industry requires industry leaders to lead “beyond their authority” – that is, leading beyond the boundaries of their corporations.  We discussed that continuously achieving safe, clean, reliable, affordable service is dependent upon public policy, legislation, and regulatory relationships which in turn require leaders to lead and influence beyond the boundaries of their corporations.  California legislation presents a stage set for leadership of this nature. This includes a plot thickened by the stark disparity between California and Federal, climate and renewable energy policy. But there are no scripts for this story.  The action will be carried out by a talented troop of improvisational actors.    Informative and Helpful Links A helpful summary of California Climate legislation called SB 32 which was promulgated on September 8, 2016.  We discussed this in detail in the interview. http://www.sacbee.com/news/politics-government/capitol-alert/article100734142.html A helpful summary of California Climate legislation called SB 350 which was promulgated on October 7, 2015.  We discussed this in depth in the interview.  http://www.latimes.com/politics/la-pol-sac-jerry-brown-climate-change-renewable-energy-20151007-story.html LA 2024 – Los Angeles’s Bid for the Olympics.  LA is one of two candidate cities along with Paris. https://en.wikipedia.org/wiki/Los_Angeles_bid_for_the_2024_Summer_Olympics My LA Times source on legendary historian Kevin Starr from an obituary the day before my interview with Pedro. http://www.latimes.com/local/lanow/la-me-ln-kevin-starr-obit-20170115-story.html Edison International Website: https://www.edison.com California is using more renewables and less natural gas in its summer electricity mix https://www.eia.gov/todayinenergy/detail.php?id=27812 California has nearly half of the nation’s solar electricity generating capacity https://www.eia.gov/todayinenergy/detail.php?id=24852#   Program Guide Episode 9 Pedro Pizarro Interview – “Perpetuating the California Dream: Progressive Policy Meets Progressive Leadership”  0:30     Introduction to Pedro Pizarro CEO of Edison International 1:19     Policy/legislative context for the interview 2:52     Start of interview – key areas of focus on Pedro’s leadership agenda 5:25     Break 1 5:46     Non-regulated Edison Energy focus on the Commercial & Industrial (C&I) market 8:20     Benefits of a dual platform: regulated and competitive businesses and two views 9:30     Use of electric storage/batteries (front-of-the-meter and behind-the-meter-applications) 13:00   Other state’s activity vs California: Community Solar in Minnesota 13:50   Pedro’s leadership as a relatively new CEO of an iconic California company 16:35   California’s unique position – the imaginative and the factual; the influence on the nation 19:30   Break 2 19:51   Leadership outside the walls of the company and LA 2024, LA’s bid for the Olympics 22:20   LA 2024 and strength of conviction and strength of the bid 23:48   Policy and Legislation: SB 350 (state renewable portfolio standard increase) and SB 32 (greenhouse gas emission reductions) 28:01   Striking balances on policy and legislation – Example: Net Energy Metering revisit in state in 2019 30:12   Break 3 30:34   SB 32 greenhouse gas emission reductions discussion and the task ahead in context 32:00   Accounting for greenhouse gas emissions by sector. Needs from sectors beyond the electric utility sector 33:46   Edison’s task in the future regarding SB 32 and implications on Edison’s grid 34:55   Break 4 35:07   Cross-economy/cross-government collaboration for SB 32 progress.  Example - ports and port transportation networks 38:21   Pedro Pizarro’s vision and approach for Edison International in cross-industry collaboration 40:26   Break 5 (Final Break) 40:44   Conclusion - LA 2024 “the first energy positive solar powered games” in history. Tying it all together. 44:01   Recap and end of Episode 9   Biography on Pedro Pizarro Mr. Pizarro has been the President and CEO of EIX since October 2016. Prior to that, he served as President of EIX from June 2016 to September 2016 and President of SCE from October 2014 to May 2016. Mr. Pizarro has held a wide range of executive positions at the EIX companies since joining EIX in 1999. From 2011 through March 2014, he served as President of EME, an indirect subsidiary of EIX that filed for bankruptcy in 2012.  Prior to that, Mr. Pizarro served as Executive Vice President of SCE from 2008 to 2011, responsible for SCE’s transmission and distribution system, procurement of conventional and renewable power, and gas-fired and hydroelectric power production facilities. He also previously served as Vice President and Senior Vice President of Power Procurement, and Vice President of Strategy and Business Development, among other executive roles. Prior to his work at the EIX companies, Mr. Pizarro was a senior engagement manager with McKinsey & Company, providing management consulting services to energy, technology, engineering services, and banking clients. He is a director of the Edison Electric Institute and the Electric Power Research Institute, and is a member of the Board of Governors of Argonne National Laboratory. Mr. Pizarro is a graduate of Harvard University and earned a Ph.D. in chemistry from the California Institute of Technology.   Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum          Email us: Thomas.Linquist@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.  Your host Thomas B. Linquist is a Partner at a leading global executive search firm. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. © 2017 The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
“Leading Beyond Authority in Utilities: A Conversation with American Water Works CEO Susan Story”

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Feb 12, 2017 35:55


Welcome to Episode 8 of the Leadership Lyceum: A CEO’s Virtual Mentor “Leading Beyond Authority in Utilities: A Conversation with American Water Works CEO Susan Story” American Water Works (Ticker: AWK) is the largest publicly-traded water utility in the country, serving one of the basic human needs of about 15 million customers across 47 states, and in Ontario, Canada. The company serves, and Susan leads, in a mission-critical infrastructure sector. I have had the pleasure of hearing Susan Story, CEO of American Water, speak to industry groups on numerous occasions over the last several years.  Her speeches are engaging and carry power that moves an audience to action.  I realized that the persuasive power of her public speaking and her approach to leadership demonstrates quintessential qualities for effective leadership beyond the boundaries of the corporation that she leads. A key measure of success in the utility industry is continuously achieving safe, clean, reliable, affordable delivery of service.  These objectives are dynamic and their parameters are often dependent on public policy, legislation, and regulatory relationships.  Industry leaders, therefore, must advocate in these areas by leading and influencing beyond the boundaries of their corporations.  They must lead beyond their authority. There are three types of authority, according to the famed sociologist Max Weber. There is authority based on legal rules.  There is traditional authority, based on traditions, customs and historical precedents.  Weber posited an additional authority structure called charismatic authority. Charismatic authority is conferred on someone not by established norm or rule, but by an individual’s personal history, achievements and leadership qualities.  Weber defines charisma as possessing exceptional qualities regarded as exemplary in the eyes of his or her followers.  A utility executive leads beyond the boundaries of the corporation with charismatic authority.  Leadership effectiveness in this sphere of charismatic authority, above and beyond the corporation’s boundaries, requires unique characteristics and competencies often overlooked. There are many descriptors for the general qualities of the effective leader.  But there are very few specific frameworks for effective leadership with charismatic authority.  In 1951, Northwestern University professor Franklyn Haiman established a list of qualities desirable for a leader engaged in democratic processes. These qualities include social sensitivity, which includes a respect and concern for others, extroversion, and a belief in the value of the individual.  This sincere interest in other people is the most important attribute of this type of leader.  Other qualities include sensitivity to the basic trends and moods of the group; knowledge and expertise in the area where they are expected to lead; facility in verbalizing the ideas of a group; vitality; maturity and patience.  Susan Story has those qualities.  I think you will hear evidence of the qualities throughout my interview with her.  These attributes enable her to successfully lead and influence people beyond her corporate authority into the areas of corporate social responsibility and public policy.  Informative and Helpful Links From the September 13, 2014 The New York Times: Adam Bryant’s Corner Office “Susan Story of American Water: A Job Description Is Just the Start” https://nyti.ms/2jGgWfX   The Bipartisan Policy Center: http://bipartisanpolicy.org The Bipartisan Policy Center is a non-profit organization that combines the best ideas from both parties to promote health, security, and opportunity for all Americans. BPC drives principled and politically viable policy solutions through the power of rigorous analysis, painstaking negotiation, and aggressive advocacy.  Program Guide Susan Story Interview – “Leading Beyond Authority in Utilities”  0:30     Introduction to Susan Story, American Water and Policy Leadership 1:55     Strategic and public policy priorities for American Water 5:33     Introduction to the Bipartisan Policy Center (BPC) 7:06     BPC: Moving from white papers to practical legislation 7:58     BPC: Addressing aging infrastructure - Public Private Partnerships (P3s) 9:45     BPC solutions and implications on activities of American Water 11:50   Break 1 12:07   Ideal conditions state-by-state to support P3s. Fair market value, single tariffs. 15:20   Measures and approaches to addressing state-level policy matters. 16:40   Break 2 17:00   BPC: Other industries that benefit from the P3 construct 17:50   Barriers to P3s: Bonding capacity - tax-exempt bond defeasance enablers and barriers 19:45   Lyceum’s introduction to “Leading Beyond Authority” and definition of “charismatic authority” 21:06   Susan’s leadership approach to broad policy and regulatory environments. 25:32   Lyceum’s outline of effective leadership attributes for those with charismatic authority. 26:32   Susan’s approach to achieving forward progress on policy matters 28:10   Meaning and pride in our work: Herbie Sims, backhoe operator 30:45   Break 3 31:05   Susan’s vision for water and wastewater five years down the road. 34:14   End of episode and preview of Episode 9 with Pedro Pizarro, CEO of Edison International   Biography on Susan Story Susan N. Story is president and chief executive officer (CEO) of American Water, the largest publicly traded U.S. water and wastewater utility company. In this role since May 9, 2014, Ms. Story leads a team of 6,700 dedicated professionals who provide regulated and market-based drinking water, wastewater and other related services to an estimated 15 million people in 47 states and Ontario, Canada. She is responsible for developing the overall strategy and vision of American Water and directing its key business development initiatives. Ms. Story joined American Water in April 2013 as chief financial officer (CFO). In this role, she had responsibility for all financial functions, including directing and coordinating all company financial objectives and obligations; ensuring the integrity of financial statements; developing budgets for both annual and interim periods; developing cash management investment strategies; maintaining a financially solvent organization; leading Sarbanes-Oxley; and overseeing the shared services organization. With more than 30 years of utility experience, Ms. Story is well-versed in overseeing complex financial systems, optimizing cost structures and strengthening internal controls. Prior to joining American Water in April 2013, Ms. Story served as executive vice president of Southern Company, one of America's largest generators of electricity serving both regulated and competitive markets across the southeastern United States. In this capacity, she was a member of the company’s management council and was president and CEO of Southern Company Services Inc., with responsibilities for functional support of all of Southern Company’s subsidiaries. Previously, Ms. Story served as president and CEO of Gulf Power Company, a Florida subsidiary of Southern Company.  She has also served as Southern Company’s executive vice president of Engineering and Construction Services, where she had oversight for budgets and schedules of numerous combined cycle power plants and large environmental retrofit projects.  Ms. Story began her career at Southern Company as a nuclear power plant engineer and had increasing responsibilities in operations, human resources, customer service, corporate real estate and supply chain. She has also been an independent director of Raymond James Financial, a diversified financial services company, since 2008, and was named Independent Lead Director in February 2016. Story has a history of active involvement in community, industry, education and economic development efforts.  She currently serves on the board of directors for the Bipartisan Policy Center and as co-chair of its Executive Council on Infrastructure. She is also on the board of the Alliance to Save Energy (ASE), and is a member of the Electric Power Research Institute Advisory Council and the Moffitt Cancer Center Board of Advisors in Tampa, Fla.  She was recently the national chairman for the Center for Energy Workforce Development (CEWD) and served on the board of the National Renewable Energy Laboratory (NREL).  In her time in Florida, she was a member of the Florida Board of Education, appointed to the Federal Judicial Nominating Commission, appointed chair of the state's economic development public-private partnership, and was an appointee to the Tax and Budget Reform Commission, required every 20 years by the Florida Constitution. Ms. Story attended executive education programs at Duke University and Oxford University in England, and completed international business studies at Cambridge University and leadership studies at Harvard. She earned a bachelor's degree in industrial engineering from Auburn University and an MBA from the University of Alabama in Birmingham.  She completed additional post-graduate coursework in the Master of Finance program at the University of Alabama focusing on financial derivatives, and at the Birmingham School of Law focusing on torts and contracts. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on: LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997 Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: Thomas.Linquist@LeadershipLyceum.com Subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.  Your host Thomas B. Linquist is a Partner at a leading global executive search firm. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Copyright 2016 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 2 of 2: “Utility Mergers & Acquisitions: Reflections from The Room Where It Happened”

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jan 9, 2017 39:20


Part 2 of 2: “Utility Mergers & Acquisitions: Reflections from The Room Where It Happened” Interview with McKinsey & Company Emeritus, Dr. Les Silverman, former Lead Independent Director of Pepco and Independent Director of Columbia Pipeline Group (CPG); Mr. Robert (Bob) Skaggs, former CEO of NiSource and then CEO of CPG; and Mr. Joseph (Joe) Rigby, former Chief Executive Officer of Pepco.  Welcome to Episode 7 of the Leadership Lyceum: A CEO’s Virtual Mentor.  This is Part 2 of a 2-part novel interview with two CEO’s and a common board member between them. As a board member for both companies, Les Silverman was at the vertex of notable M&A transactions that took place under the leadership of each of these CEOs over the last two years. At NiSource, Bob Skaggs presided over the separation of the gas storage and transmission assets from the regulated utility. Bob led CPG’s spinoff from NiSource into a standalone publicly traded company in July 2015, and the subsequent sale of CPG to TransCanada one year later. At Pepco, Joe Rigby led the sale of Pepco to Exelon. The NiSource - CPG transaction unfolded in a relatively smooth and speedy manner, while the Pepco acquisition could only be described as epic and protracted.  My fabulous foursome gathered in the Pepco offices on a crisp early autumn day in 2016 in Washington in one of the rooms where it happened several months after the completion of their transactions to reflect on the deliberations and perspectives of the executives and one of the non-executive directors who made it all happen.   Informative and Helpful Links From Utility Dive: Gavin Bade’s “A brief history of the Exelon-Pepco merger saga” http://www.utilitydive.com/news/updated-a-brief-history-of-the-exelon-pepco-merger-saga/414573/ Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: Thomas.Linquist@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.  Your host Thomas B. Linquist is a Partner at a leading global executive search firm. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 1 of 2: “Utility Mergers & Acquisitions: Reflections from The Room Where It Happened”

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Dec 5, 2016 39:16


Part 1 of 2: “Utility Mergers & Acquisitions: Reflections from The Room Where It Happened” Interview with McKinsey & Company Emeritus, Dr. Les Silverman, former Lead Independent Director of Pepco and Independent Director of Columbia Pipeline Group (CPG); Mr. Robert (Bob) Skaggs, former CEO of NiSource and then CEO of CPG; and Mr. Joseph (Joe) Rigby, former Chief Executive Officer of Pepco.  Welcome to Episode 7 of the Leadership Lyceum: A CEO’s Virtual Mentor.  This is Part 1 of a 2-part novel interview with two CEO’s and a common board member between them. As a board member for both companies, Les Silverman was at the vertex of notable M&A transactions that took place under the leadership of each of these CEOs over the last two years. At NiSource, Bob Skaggs presided over the separation of the gas storage and transmission assets from the regulated utility. Bob led CPG’s spinoff from NiSource into a standalone publicly traded company in July 2015, and the subsequent sale of CPG to TransCanada one year later. At Pepco, Joe Rigby led the sale of Pepco to Exelon. The NiSource - CPG transaction unfolded in a relatively smooth and speedy manner, while the Pepco acquisition could only be described as epic and protracted.  My fabulous foursome gathered in the Pepco offices in Washington in one of the rooms where it happened several months after the completion of their transactions to reflect on the deliberations and perspectives of the executives and one of the non-executive directors who made it all happen.   Informative and Helpful Links From Utility Dive: Gavin Bade’s “A brief history of the Exelon-Pepco merger saga” http://www.utilitydive.com/news/updated-a-brief-history-of-the-exelon-pepco-merger-saga/414573/ Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum       Email us: Thomas.Linquist@LeadershipLyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.   Your host Thomas B. Linquist is a Partner at a leading global executive search firm. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 2 of 2: “Product and Brand Leadership” Interview with Andy Mooney, CEO of Fender Musical Instruments

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Nov 13, 2016 23:07


This is Part 2 of a 2-part interview with Andy Mooney, CEO of Fender Musical Instruments Corporation.  (http://shop.fender.com/en-US/about ). You will recall from Part 1 that I joined Andy in his new Hollywood offices, which were still in the finishing touches of the build out, on September 14th 2016. We had a sweeping conversation covering his leadership at Fender, his product orientation and brand focus and industry innovation that he is leading at Fender. Fender had their grand opening celebration of the new Hollywood offices one week after our meeting on September 22nd.  Please link to this LA Weekly article on the back of the album cover for some great photos of Fender’s new and inviting Hollywood space including shots of Andy and his executive team. (http://www.laweekly.com/music/fender-guitars-has-a-new-home-in-the-heart-of-hollywood-photos-7410496 ). In this Part 2 of 2 we’ll discuss new product lauches and touch on many of the considerations – from supply chain to marketing and communications. We’ll also discuss product growth and pricing.   Program Guide  Andy Mooney Interview Part 2 of 2 – “Product & Brand Leadership” 0:32      Introduction to Part 2 of 2 with Andy Mooney 1:22      Supply Chain / Product Line Management: Process and Execution 3:55      Breaking Up Organizational Silos through a Project Management Officer 6:00      Marketing Focus: Communications and Social Media 10:00    Supply Chain: Inventory Carrying Protocols 11:50    Break 12:06    Growth Potential and Gaining Market Share 16:47    The Value of the Guitar and Pricing 21:31    Wrap Up and Conclusion   Informative and Helpful Links  More about Fender: http://shop.fender.com/en-US/about More about Andy Mooney: https://en.wikipedia.org/wiki/Andy_Mooney More about the National Association of Music Merchants (NAMM): https://www.namm.org   Prior National Association of Music Merchants (NAMM) Interviews with: Andy Mooney January 2016: https://www.youtube.com/watch?v=WbfAUVNgw-I With Phyllis Fender, Leo Fender’s wife: https://www.namm.org/library/oral-history/phyllis-fender NAMM’s Compelling Library of Oral History Interviews: https://www.namm.org/library/oral-history/all An Excellent Video Tour of the Fender Fullerton Manufacturing Facility Circa 1957 or 1959 https://www.youtube.com/watch?v=nswcAPvH0P8 Dan Orkin’s informative feature on gear history in Reverb.com and the impact of the CBS takeover of Fender on guitar designs in 1965.  https://reverb.com/news/fender-and-the-cbs-takeover Link to Rolling Stone Video and Article on The Edge and his Custom Signature Fender Strat.  http://www.rollingstone.com/music/news/see-u2s-the-edge-geek-out-about-new-custom-guitar-20160324 Funk Museum reference – The Funk Center, Dayton Ohio  http://www.thefunkcenter.org info@thefunkcenter.org   The Leadership Lyceum Podcast Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum          Email us: Linquist@leadershiplyceum.com Please subscribe to the Leadership Lyceum at iTunes Podcasts which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Biography on Andy Mooney Andrew (Andy) P. Mooney has been the Chief Executive Officer of Fender Musical Instruments Corporation since June 2015. He served as the Chief Executive Officer of Quiksilver Inc. from January 10, 2013 to March 27, 2015. Andy served as President of Walt Disney Company since January 2000. He spent 11 years leading Disney Consumer Products (DCP), first as President and then as Chairman of DCP.  He pioneered the $4 billion Disney Princesses franchise and retail lines based on the Pixar Animation films, “Toy Story” and “Cars.” While at Disney, he and his team revolutionized Disney's licensing business, re-invented the Disney Stores and opened Disney English Language Learning Centers in China, creating an exciting new growth opportunity for the company. Prior to Disney, Mooney spent 20 years with Nike, Inc. Originally, joining Nike's United Kingdom division as CFO, he transitioned to marketing in 1982.  He held several senior positions before relocating to the United States in 1984 and becoming Chief Marketing Officer for Nike in the US in 1994. Throughout his Nike tenure, Andy led Nike’s footwear product line management team, was General Manager of Nike’s $3 billion global apparel business and founded its equipment division. Andy worked for 20-years with Nike, Inc., and served as its Vice President of Global Brands. As Chief Marketing Officer, he was responsible for worldwide marketing strategies for the Nike and Jordan brands. Andy hails from Scotland and holds an Accounting Certificate in the United Kingdom. He was awarded an Honorary Doctorate of Business Administration in 2008 by Queen Margaret University, Edinburgh.   Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 1 of 2: “Product and Brand Leadership” Interview with Andy Mooney, CEO of Fender Musical Instruments.

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Oct 29, 2016 32:42


Part 1 of 2: “Product and Brand Leadership” Interview with Andy Mooney, CEO of Fender Musical Instruments.  Welcome to Episode 6 of the Leadership Lyceum: A CEO’s Virtual Mentor.  This is Part 1 of a 2-part interview with Andy Mooney, CEO of Fender Musical Instruments Corporation.  (http://shop.fender.com/en-US/about ). I joined Andy in his new Hollywood offices, which were still in the finishing touches of the build out, on September 14th 2016. We had a sweeping conversation his leadership at Fender, his product orientation and brand focus and industry innovation that he is leading at Fender. Fender had their grand opening celebration of the new Hollywood offices one week after our meeting on September 22nd.  Please link to this LA Weekly article on the back of the album cover for some great photos of Fender’s new and inviting Hollywood space including shots of Andy and his executive team. (http://www.laweekly.com/music/fender-guitars-has-a-new-home-in-the-heart-of-hollywood-photos-7410496 ).   Program Guide  Andy Mooney Interview Part 1 of 2 – “Product & Brand Leadership”   0:32 Introduction to Part 1 of 2 with Andy Mooney 0:42 Fender Historical Context and Ownership History 2:50 Quick Intro to Andy Mooney 3:49 Interview: Servco Pacific and TPG Objectives for Andy Mooney as CEO 5:10 Aside: More Background Detail and Bio on Andy Mooney 6:19 Interview: Owners’ Objectives for Andy (continued) 7:49 View of the Fender Brand: Great Products First, Form Follows Function, Quality is a Business Model 9:43 Profound Depths of a Brand – Leo Fender’s Belief 11:49 Relationships with the Artists 13:30 Addressing the Abandonment Phenomenon with Musical Instruments 14:07 Break 14:23 Addressing the Abandonment Phenomenon (cont.) 17:29 Parents’ Education and Role in Development of Music 19:45 Music/Instrument Communities, Proficiency Development and Progression 22:00 Break 22:15 The Ritchie Blackmore Factor – Drawing Interest to Guitar 24:38 Changing Demographics and Tailoring Design 28:53 Communities and Proximity – Los Angeles/Hollywood Offices 30:49 Wrap up and Preview of Episode 6, Part 2 of 2 with Andy Mooney, CEO of Fender Instruments Informative and Helpful Links More about Fender: http://shop.fender.com/en-US/about More about Andy Mooney: https://en.wikipedia.org/wiki/Andy_Mooney More about the National Association of Music Merchants (NAMM): https://www.namm.org   Prior National Association of Music Merchants (NAMM) Interviews with: Andy Mooney January 2016: https://www.youtube.com/watch?v=WbfAUVNgw-I With Phyllis Fender, Leo Fender’s wife: https://www.namm.org/library/oral-history/phyllis-fender NAMM’s Compelling Library of Oral History Interviews: https://www.namm.org/library/oral-history/all   An Excellent Video Tour of the Fender Fullerton Manufacturing Facility Circa 1957 or 1959 https://www.youtube.com/watch?v=nswcAPvH0P8   Dan Orkin’s informative feature on gear history in Reverb.com and the impact of the CBS takeover of Fender on guitar designs in 1965.  https://reverb.com/news/fender-and-the-cbs-takeover   Link to the Rolling Stone Video and Article on The Edge and his Custom Signature Fender Strat.  http://www.rollingstone.com/music/news/see-u2s-the-edge-geek-out-about-new-custom-guitar-20160324 Funk Museum reference – The Funk Center, Dayton Ohio  http://www.thefunkcenter.org   Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum   Email us: Linquist@leadershiplyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.    Biography on Andy Mooney Andrew (Andy) P. Mooney has been the Chief Executive Officer of Fender Musical Instruments Corporation since June 2015.  He served as the Chief Executive Officer of Quiksilver Inc. from January 10, 2013 to March 27, 2015.  Andy served as President of Walt Disney Company since January 2000. He spent 11 years leading Disney Consumer Products (DCP), first as President and then as Chairman of DCP.  He pioneered the $4 billion Disney Princesses franchise and retail lines based on the Pixar Animation films, “Toy Story” and “Cars.” While at Disney, he and his team revolutionized Disney's licensing business, re-invented the Disney Stores and opened Disney English Language Learning Centers in China, creating an exciting new growth opportunity for the company. Prior to Disney, Mooney spent 20 years with Nike, Inc. Originally, joining Nike's United Kingdom division as CFO, he transitioned to marketing in 1982.  He held several senior positions before relocating to the United States in 1984 and becoming Chief Marketing Officer for Nike in the US in 1994. Throughout his Nike tenure, Andy led Nike’s footwear product line management team, was General Manager of Nike’s $3 billion global apparel business and founded its equipment division. Andy worked for 20-years with Nike, Inc., and served as its Vice President of Global Brands. As Chief Marketing Officer, he was responsible for worldwide marketing strategies for the Nike and Jordan brands. Andy hails from Scotland and holds an Accounting Certificate in the United Kingdom. He was awarded an Honorary Doctorate of Business Administration in 2008 by Queen Margaret University, Edinburgh.   Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 2 of 2: “Lifeline Sector Cybersecurity Leadership” Interview with Tom Fanning, Chairman and CEO of Southern Company

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Oct 3, 2016 22:21


Part 2 of 2: “Lifeline Sector Cybersecurity Leadership” Interview with Tom Fanning, Chairman and CEO of Southern Company Welcome to Episode 5 of the Leadership Lyceum: A CEO’s Virtual Mentor.  This is Part 2 of a 2 part interview with Tom Fanning, Chairman and CEO of Atlanta-based Southern Company (http://southerncompany.com ).  If you are joining us by linking over from my recent feature article on Mr. Fanning in trade-publication Public Utilities Fortnightly (https://www.fortnightly.com ), welcome to our podcast.  Southern Company has $18 billion in annual revenues and is the second largest utility in the US, with 9 million gas and electric customers in 9 states.  Tom Fanning has been Chairman and CEO since December of 2010.  This Part 2 of 2 focuses on Tom Fanning’s leadership activities outside of, but certainly related to, Southern Company.  He is serving as EEI Chairman this year and is Chairman of the Electricity Sub-Sector Coordinating Council, the principal liaison between the electric sector and the federal government for coordinating efforts against cyber threats and physical terrorism. Our conversation will explore his vision as Chairman of EEI this year, and his leadership in cyber and physical security and his call to action for the other “lifeline” or critical sectors like financial services and telecom.  I joined Tom Fanning in his office in Atlanta for this conversation on August 10th 2016. Part 1 of our discussion revealed his rationale for Southern’s investment activities and his vision and leadership in actuating it.  Southern Company has been building and buying in key areas including nuclear, renewables, natural gas, clean coal, and energy efficiency. If Southern’s sweeping strategic activity raised questions in the observance, Tom’s answers both illuminated Southern’s vision and illustrated the characteristics of his leadership.  In Part 1, we sorted through what Tom calls his “All of the Above” approach by addressing Southern’s areas of investment one by one.     More about Southern Company http://southerncompany.com, Ticker: NYSE: SO (https://www.nyse.com/quote/XNYS:SO ) More about Tom Fanning: https://en.wikipedia.org/wiki/Thomas_A._Fanning More about the National Infrastructure Advisory Council (NIAC): https://www.dhs.gov/national-infrastructure-advisory-council The NIAC Charter: https://www.dhs.gov/sites/default/files/publications/niac-charter-renewal-cmotbs-final-11-13-13.pdf The NIAC Report that I reference from Dec 2015 about CEO Collaboration: https://www.dhs.gov/sites/default/files/publications/niac-ceo-report-response-nsc-final-12-01-15-508.pdf   Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum          Email us: Linquist@leadershiplyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.   Program Guide  Tom Fanning Interview Part 2 of 2 – “Cybersecurity Leadership”  0:32       Introduction to Part 2 of 2 with Tom Fanning 1:52       Southern Company and Tom Fanning Background 3:24       Origins of Responsibility 5:35       Vision for the Electric Industry as EEI Chairman 7:40       Break 7:59       Cybersecurity: Origins of Tom Fanning’s Involvement 9:19       Cybersecurity: Complex Array of Agencies and Departments and Private Sector Companies 12:25     Cybersecurity: Involvement of the Chief Executive from the Private Sectors 17:06     Break 17:19     Cybersecurity and Physical Terrorism: Potential Modes and Means of Attacks 19:00     Cybersecurity and the National Interest: Industry Responsibilities and Government Obligations 20:40     Wrap up and Preview of Episode 6: Interview with Andy Mooney, CEO of Fender Instruments  Biography on Tom Fanning Thomas A. (Tom) Fanning has been chairman, president and CEO of Southern Company since 2010. Under Fanning's leadership, Southern Company is focused on continually finding better ways to serve customers and communities with clean, safe, reliable and affordable energy. With more than 35 years of experience at Southern Company, Fanning also serves as chair of the Federal Reserve Bank of Atlanta and holds senior positions in numerous business and public policy organizations, making him an internationally respected voice on issues ranging from energy innovation and economic growth to cybersecurity. Fanning is a passionate proponent of a common-sense national energy policy based on developing the full portfolio of energy resources. As such, Southern Company is the only U.S. energy provider investing in nuclear, 21st century coal, natural gas, renewables and energy efficiency. Through its subsidiaries, Southern Company is leading America's nuclear renaissance by constructing two state-of-the-art units in Georgia, building an innovative coal gasification facility in Mississippi and has added or announced more than 4,000 megawatts of renewable energy since 2012. Following the completion of its merger with Southern Company Gas (formerly AGL Resources), in July 2016, Southern Company now serves 9 million electric and gas utility customers across the United States. Building on a legacy of robust, proprietary research and development, Fanning also has challenged Southern Company's 32,500 employees to build the future of energy and develop real solutions that improve peoples' lives. Fanning says of Southern Company's mission: "In everything we do, our goal is to provide people with ways to better meet their economic challenges, build better communities and seek a better future for their children."  Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum in the podcast section at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 1 of 2: Interview with Tom Fanning, Chairman and CEO of Southern Company

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Sep 25, 2016 22:24


This is Part 1 of a 2 part interview with Tom Fanning, Chairman and CEO of Atlanta-based Southern Company (http://southerncompany.com ).  If you are joining us by linking over from my recent feature article on Mr. Fanning in trade-publication Public Utilities Fortnightly (https://www.fortnightly.com ), welcome to our podcast.  Southern Company has $18 billion in annual revenues and is the second largest utility in the US, with 9 million gas and electric customers in 9 states.  Tom Fanning has been Chairman and CEO since December of 2010.  Tom has been very active in industry leadership. He is serving as EEI Chairman this year and is Chairman of the Electricity Sub-Sector Coordinating Council, the principal liaison between the electric sector and the federal government for coordinating efforts against cyber threats and physical terrorism. Moreover, Southern Company, under Tom’s leadership, is taking positions across a curiously wide spectrum of the nation’s energy value chain. I joined Tom Fanning in his office in Atlanta for this conversation on August 10th 2016. Part 1 of our discussion will reveal his rationale for Southern’s investment activities and his vision and leadership in actuating it.  Southern Company has been building and buying in key areas including nuclear, renewables, natural gas, clean coal, and energy efficiency. If Southern’s sweeping strategic activity raises questions in the observance, Tom’s answers both illuminate Southern’s vision and illustrate the characteristics of his leadership.  We sorted through what Tom calls his “All of the Above” approach by addressing Southern’s areas of investment one by one.     More about Southern Company http://southerncompany.com, Ticker:NYSE: SO (https://www.nyse.com/quote/XNYS:SO ) More about Tom Fanning: https://en.wikipedia.org/wiki/Thomas_A._Fanning Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum          Email us: Linquist@leadershiplyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues.   Program Guide  Part 1 of 2 Tom Fanning Interview 0:31       Introduction to Part 1 and Tom Fanning, Chairman and CEO of Southern Company 3:27       Sorting the All of the Above Strategy in Parts: Nuclear 5:56       Sorting the All of the Above Strategy in Parts: Clean Coal 8:36       Sorting the All of the Above Strategy in Parts: Renewables 9:34       Break 9:53       Sorting the All of the Above Strategy in Parts: Natural Gas 12:00      Sorting the All of the Above Strategy in Parts: Energy Efficiency 15.56      Break 16:15      Regulatory Entrepreneurship and Regulatory Constraints to Innovation 17:58      Financial Capacity and Constraints to Southern Company Growth 20:38      Wrap up of Part 1 of 2. Preview of Part 2.   Biography on Tom Fanning Thomas A. (Tom) Fanning has been chairman, president and CEO of Southern Company since 2010. Under Fanning's leadership, Southern Company is focused on continually finding better ways to serve customers and communities with clean, safe, reliable and affordable energy. With more than 35 years of experience at Southern Company, Fanning also serves as chair of the Federal Reserve Bank of Atlanta and holds senior positions in numerous business and public policy organizations, making him an internationally respected voice on issues ranging from energy innovation and economic growth to cybersecurity. Fanning is a passionate proponent of a common-sense national energy policy based on developing the full portfolio of energy resources. As such, Southern Company is the only U.S. energy provider investing in nuclear, 21st century coal, natural gas, renewables and energy efficiency. Through its subsidiaries, Southern Company is leading America's nuclear renaissance by constructing two state-of-the-art units in Georgia, building an innovative coal gasification facility in Mississippi and has added or announced more than 4,000 megawatts of renewable energy since 2012. Following the completion of its merger with Southern Company Gas (formerly AGL Resources), in July 2016, Southern Company now serves 9 million electric and gas utility customers across the United States. Building on a legacy of robust, proprietary research and development, Fanning also has challenged Southern Company's 32,500 employees to build the future of energy and develop real solutions that improve peoples' lives. Fanning says of Southern Company's mission: "In everything we do, our goal is to provide people with ways to better meet their economic challenges, build better communities and seek a better future for their children."   Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 2 of 2 Interview “Leading in a Downturn” with Bryan Shinn, CEO of US Silica

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Aug 14, 2016 32:39


Welcome to Episode 4 of the “Leadership Lyceum: A CEO’s Virtual Mentor” podcast. This is Part 2 of a 2 part interview with Bryan Shinn, CEO of US Silica.  US Silica (http://www.ussilica.com) is a NYSE-listed $643 million revenue producer and distributor of commercial silica through two segments: 2/3 of revenues derived from Oil & Gas Proppants Segment - in essence as sand to prop and maintain fractured openings in oil and gas fracking applications. 1/3 of revenues derived from Industrial & Specialty Products (ISP) - for glassmaking, building products, filtration and chemical applications to name a few. In this Episode 4 in the Leadership Lyceum, Bryan will share his experience over his seven-year tenure at US Silica - first as head of Sales & Marketing for the Company and then as CEO and leading the company through an Initial Public Offering (IPO) during his first year as CEO.   In Part 1 we focused on his moving from head of Sales & Marketing and then to President and CEO where he set the new strategy and transformed the Company through the IPO to the delight of his private equity investors Golden Gate Capital (http://www.goldengatecap.com). Our conversation in Part 2 covers his leadership through the downturn in their Oil & Gas segment.  He will also share insight into his leadership as a CEO and advice for those aspiring to be a CEO. More about US Silica: Ticker USLC.  http://www.ussilica.com More about Bryan Shinn: http://www.ussilica.com/about/management-team Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on:          LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997          Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum              Email us: Linquist@leadershiplyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues. Program Guide  Part 2 of 2 Bryan Shinn Interview 0:48        Introduction to Part 2 and Bryan Shinn, CEO of US Silica 1:56        Experience of Operating in a Downturn 11:40      Break 12:31      Approach to Customers in the Current Environment 15:15      Break 15:35      Approach to Leadership as CEO – 5 Key Areas of Leadership Focus 22:05      Break 22:30      Advice for Aspiring CEOs 31:08      Wrap Up and Conclusion of Episode 4   Biography on Bryan Shinn Bryan A. Shinn has served as president of US Silica since March 2011 and as chief executive officer and a member of the board of directors since January 2012. Prior to assuming this position, Mr. Shinn was senior vice president of sales and marketing from October 2009 to February 2011. Before joining US Silica, Mr. Shinn was employed by the E. I. du Pont de Nemours and Company from 1983 to September 2009, where he held a variety of key leadership roles in operations, sales, marketing and business management, including global business director and global sales director. Mr. Shinn earned a Bachelor of Science degree in mechanical engineering from the University of Delaware. As a result of these and other professional experiences, Mr. Shinn possesses particular knowledge and experience in operations, sales, marketing, management and corporate strategy that strengthen the board's collective qualifications, skills and experience.   Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by The Leadership Lyceum LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 1 of 2 Interview "Leading an IPO" with Bryan Shinn, CEO of US Silica

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jul 4, 2016 32:26


Part 1 of 2 Interview Leading an IPO with Bryan Shinn, CEO of US Silica  Welcome to Episode 4 of the “Leadership Lyceum: A CEO’s Virtual Mentor” podcast.  This is Part 1 of a 2 part interview with Bryan Shinn, CEO of US Silica.  US Silica (http://www.ussilica.com) is a NYSE-listed $643 million revenue producer and distributor of commercial silica through two segments:  2/3 of revenues derived from Oil & Gas Proppants Segment - in essence as sand to prop and maintain fractured openings in oil and gas fracking applications.   1/3 of revenues derived from Industrial & Speciality Products (ISP) - for glassmaking, building products, filtration and chemical applications to name a few.   In this Episode 4 in the Leadership Lyceum, Bryan will share his experience over his seven-year tenure at US Silica - first as head of Sales & Marketing for the Company and then as CEO and leading the company through an Initial Public Offering (IPO) during his first year as CEO.   In Part 1 we will focus on his moving from head of Sales & Marketing and then to President and CEO where he set the new strategy and transformed the Company through the IPO to the delight of his private equity investors Golden Gate Capital (http://www.goldengatecap.com). Our conversation in Part 1 ranges from his transition to CEO, establishing a new culture, and his leadership through the IPO in early 2012.  He will share advice, best practices and lessons learned from the IPO.     More about US Silica: Ticker USLC.  http://www.ussilica.com  More about Bryan Shinn: http://www.ussilica.com/about/management-team  Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist  Follow Leadership Lyceum on: LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997  Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum  Email us: Linquist@leadershiplyceum.com  Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues. Program Guide  Part 1 of 2 Bryan Shinn Interview  1:04       Introduction to Part 1 and Bryan Shinn, CEO of US Silica 2:04       Introduction to US Silica 3:11       Interview: Process of Becoming CEO - From SVP of Sales & Marketing at US Silica 4:30       Development Toward Becoming CEO.  Leadership in Setting Vision and New               Strategic Direction 6:58       Developing Oil & Gas Organization from Scratch 8:08       Break  8:37       Transformation of Organization and Establishing a US Silica Culture: Five Tenets to Culture 11:10     Ensuring a Low Political Culture 13:10     Open Door Policy Between Management and Board of Directors 15:18     Potential Acquisition Targets - Using US Silica Stock as Currency 17:10     Break 17:27     IPO Experience: Advice and Reflection 20:02     Experience of IPO and Public Company Leadership Requirements 21:12     PE Ownership: Influence on Disciplines and Preparation for Pubic Ownership 22:30     Compliments to Golden Gate Capital, US Silica’s PE Owner going into the IPO 23:42     Shining Moments/Memories of the IPO 26:25     Specific Preparation for the IPO Transaction - Communications and Soliciting Investor Advice 28:59     Looking Back: Areas of Improvement in Approach to the IPO 30:35     Wrap Up/Preview of Part 2 and Conclusion of Interview with Bryan Shinn   Biography on Bryan Shinn Bryan A. Shinn has served as president of US Silica since March 2011 and as chief executive officer and a member of the board of directors since January 2012. Prior to assuming this position, Mr. Shinn was senior vice president of sales and marketing from October 2009 to February 2011. Before joining US Silica, Mr. Shinn was employed by the E. I. du Pont de Nemours and Company from 1983 to September 2009, where he held a variety of key leadership roles in operations, sales, marketing and business management, including global business director and global sales director.  Mr. Shinn earned a Bachelor of Science degree in mechanical engineering from the University of Delaware. As a result of these and other professional experiences, Mr. Shinn possesses particular knowledge and experience in operations, sales, marketing, management and corporate strategy that strengthen the board's collective qualifications, skills and experience.   Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by Dinosaur Productions LLC  

Leadership Lyceum: A CEO's Virtual Mentor
Part 2 of 2 Interview with Bob Flexon, CEO of Dynegy in Houston

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jun 27, 2016 18:32


Part 2 of 2 Interview with Bob Flexon, CEO of Dynegy in Houston.    Welcome to Episode 3 of the “Leadership Lyceum: A CEO’s Virtual Mentor” podcast. Part of a Sub-Series on “CEO from CFO” This is Part 2 of a 2 part interview with Bob Flexon, CEO of Dynegy. Dynegy is a $5.5 billion revenue independent power producer in the US operating 26,000 megawatts of power generating facilities in eight states. The capacity from 35 power stations provides capability to power 21 million homes. Bob will share his experience over his five-year tenure at Dynegy as CEO and leading the company through financial distress, an orderly bankruptcy and emergence, and substantial growth through acquisition upon the emergence. Part 1 focused on Bob’s establishment of the culture of the organization to create an environment that could thrive in the major business transformation that would ensue. In Part 2 we will explore Bob’s leadership through major transformational events. The value of mentors and his advice to CFOs, CEOs, and boards of directors toward development of CEO successors. More about Dynegy: Ticker DYN. http://www.dynegy.com/ More about Bob Flexon: http://www.dynegy.com/corp-governance/board-of-directors/robert-c-flexon More about Senn Delaney and Culture Shaping: http://www.senndelaney.com/ Follow Leadership Lyceum on Twitter: @LeaderLyceum Email us: Linquist@leadershiplyceum.com Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues. Program Guide  Part 2 of 2 Bob Flexon Interview 1:04       Introduction to Part 2 1:50       Background/Career History on Bob Flexon 4:06       Interview: Modification of Leadership – Moving from CFO to CEO 6:15       Impact of Influential People/Mentors: Bill Joyce, CEO at Hercules and David Crane, CEO at NRG 8:30       Break 8:49       Leading Outside Comfort Zone – Getting the Best Out of Individuals 12:08     Break 12:26     Development Advice for CFOs Aspiring to CEO 14:14     Advice to Boards for CEO Succession and Selection 15:32     Parting Thoughts – Company Culture and Culture’s Role in a Winning Organization 16:07     Wrap Up and Preview of Episode 4 – Interview with Bryan Shinn, CEO of US Silica Biography on Bob Flexon Robert Flexon is the president and CEO of Dynegy, an independent power producer based in Houston with 26,000 megawatts of power-generating facilities in eight states and revenue of $5.5 billion. Dynegy's 35 power stations provide electricity to 21 million homes in the Midwest, Northeast, and West Coast. Before coming to Dynegy in 2011, Flexon was CEO of Foster Wheeler, a global engineering and construction firm; and CFO and COO of independent power producer NRG. He has also held key finance and accounting positions with Hercules, a specialty chemical manufacturer, and Atlantic Richfield Company (ARCO), an oil and gas extraction company. A certified public accountant, Flexon earned a BS in accounting from Villanova. He serves on the Board of Neighborhood Centers, the largest not-for-profit in Texas. Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles.  Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by Dinosaur Productions LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 1 of 2 Interview with Bob Flexon, CEO of Dynegy in Houston

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jun 19, 2016 24:11


This is Part 1 of a 2 part interview with Bob Flexon, CEO of Dynegy. Dynegy is a $5.5 billion revenue independent power producer in the US operating 26,000 megawatts of power generating facilities in eight states. The capacity from 35 power stations provides capability to power 21 million homes. Bob will share his experience over his five-year tenure at Dynegy as CEO and leading the company through financial distress, an orderly bankruptcy and emergence, and substantial growth through acquisition upon the emergence. Part 1 will focus a great deal on Bob’s establishment of the culture of the organization to create an environment that could thrive in the major business transformation that would ensue. More about Dynegy: Ticker DYN. http://www.dynegy.com/ More about Bob Flexon: http://www.dynegy.com/corp-governance/board-of-directors/robert-c-flexon More about Senn Delaney and Culture Shaping: http://www.senndelaney.com/ Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues. Program Guide  Part 1 of 2 Bob Flexon Interview 1:45       Introduction to Part 1 4:12       Getting the People on the Bus: Selecting the Team and Development of the Team 7:25       Culture Shaping in the Equation and the Senn Delaney Firm 9:00       Break 9:11       Behavioral Science Background Information – Life Events and Business Events 10:15     As Part of Acquisitions – Giving People the Culture Shaping Tools 11:23     Culture Shaping – Helped the Purchase of Assets from Ameren – Tom Voss 12:36     Culture Shaping – Providing a Framework and Tools for Moving from CFO to CEO 14:47     Break 15:06     Culture Shaping – The CEO’s “Purpose” 17:55     Communication and Being Here Now 21:55     Conclusion and Reflection and Preview of Part 2 of 2   Biography on Bob Flexon Robert Flexon is the president and CEO of Dynegy, an independent power producer based in Houston with 26,000 megawatts of power-generating facilities in eight states and revenue of $5.5 billion. Dynegy's 35 power stations provide electricity to 21 million homes in the Midwest, Northeast, and West Coast. Before coming to Dynegy in 2011, Flexon was CEO of Foster Wheeler, a global engineering and construction firm; and CFO and COO of independent power producer NRG. He has also held key finance and accounting positions with Hercules, a specialty chemical manufacturer, and Atlantic Richfield Company (ARCO), an oil and gas extraction company. A certified public accountant, Flexon earned a BS in accounting from Villanova. He serves on the Board of Neighborhood Centers, the largest not-for-profit in Texas. Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles.  Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by Dinosaur Productions LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 2 of 2. Interview with Mark Pytosh, CEO of CVR Partners, owned by billionaire Carl Icahn.

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jun 11, 2016 21:19


Welcome to Episode 2 of the “Leadership Lyceum: A CEO’s Virtual Mentor” podcast. Part of a Sub-Series on “CEO from CFO” This is Part 2 of a 2 part interview with Mark Pytosh, CEO of $300 million CVR Partners, a Houston-based manufacturer of ammonia and urea ammonium nitrate for fertilizer products. The company is owned by billionaire Carl Icahn's Icahn Enterprises.   Mark will share his experience of moving from CFO to CEO in an Icahn-controlled organization.  Our conversation will explore his experience for working in a variety of ownership structures including public company and private equity-backed organizations.  We will discuss his leadership alterations in moving from CFO to CEO.  He will provide advice to CFOs interested in becoming CEOs and to Boards contemplating developing and promoting a CFO in a CEO succession process. Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues. https://itunes.apple.com/us/podcast/leadership-lyceum-ceos-virtual/id1118682019 Program Guide  Part 1 of 2 Mark Pytosh Interview 1:09       Introduction to Part 2 2:03       Experiences Developed as CFO toward becoming CEO 4:01       influence of Private Equity Ownership on his leadership 5:36       Break 5:54       Advice for Boards on developing a CFO into a viable CEO Successor 10:53     Break 11:10     CFO Development – the CEO’s Responsibility and CFO Requirements for fitness as CEO 14:02     Break 14:18     What Mark seeks in a viable CEO successor 17:18     Parting advice for CFOs aspiring to CEO 19:15     End + Preview of Episode 3 featuring Bob Flexon, CEO of Dynegy   Biography on Mark Pytosh Mark Pytosh is the president and CEO of $300 million CVR Partners, a Houston-based manufacturer of ammonia and urea ammonium nitrate for fertilizer products. CVR Partners, whose majority stakeholder (CVR Energy) is owned by billionaire Carl Icahn's Icahn Enterprises, engages in petroleum refining through two crude oil refineries in Oklahoma and Kansas. Before joining CVR Partners as CEO, Pytosh was CFO at Tervita Corporation, a Canada-based environmental and energy services company; CFO at Covanta Energy Corporation, a global waste energy renewable power company chaired by Sam Zell; and CFO of Waste Services, an integrated solid waste services company that operates in the United States and Canada. Pytosh led recapitalizations of both Tervita and Covanta. Prior to his corporate leadership, he spent 18 years in investment banking. Pytosh earned a BS in chemistry at the University of Illinois at Urbana-Champaign. He serves on the Board of Directors for the University of Illinois Foundation. Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles.  Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. https://itunes.apple.com/us/podcast/leadership-lyceum-ceos-virtual/id1118682019 Copyright 2016 by Dinosaur Productions LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 1 of 2. Interview with Mark Pytosh, CEO of CVR Partners, owned by billionaire Carl Icahn

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later Jun 11, 2016 23:03


Welcome to Episode 2 of the “Leadership Lyceum: A CEO’s Virtual Mentor” podcast. Part of a Sub-Series on “CEO from CFO” This is Part 1 of a 2 part interview with Mark Pytosh, CEO of $300 million CVR Partners, a Houston-based manufacturer of ammonia and urea ammonium nitrate for fertilizer products. The company is owned by billionaire Carl Icahn's Icahn Enterprises.   Mark will share his experience of moving from CFO to CEO in an Icahn-controlled organization.  Our conversation will explore his experience for working in a variety of ownership structures including public company and private equity-backed organizations.  We will discuss his leadership alterations in moving from CFO to CEO.  He will provide advice to CFOs interested in becoming CEOs and to Boards contemplating developing and promoting a CFO in a CEO succession process. Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically.  Rate us and spread the word among your fellow executives and board colleagues. Program Guide  Part 1 of 2 Mark Pytosh Interview 1:41       Introduction to Mark Pytosh 3:50       CEO in a Carl Icahn controlled organization 8:35       Break 8:56       Leadership Alterations as CEO vs. CFO 11:40     Preparations and Prerequisites for Fitness as a CEO 13:56     Breaking Old Habits 15:51     Areas of Impact CEO vs CFO 16:38     Advice for Boards on Promoting a CFO to a CEO 18:39     CFO Categories Strategic Orientation & Capital Markets Operational & Cost Focus Financial Reporting, Controls, & Governance 20:52     End + Preview of Part 2 of 2 Biography on Mark Pytosh Mark Pytosh is the president and CEO of $300 million CVR Partners, a Houston-based manufacturer of ammonia and urea ammonium nitrate for fertilizer products. CVR Partners, whose majority stakeholder (CVR Energy) is owned by billionaire Carl Icahn's Icahn Enterprises, engages in petroleum refining through two crude oil refineries in Oklahoma and Kansas. Before joining CVR Partners as CEO, Pytosh was CFO at Tervita Corporation, a Canada-based environmental and energy services company; CFO at Covanta Energy Corporation, a global waste energy renewable power company chaired by Sam Zell; and CFO of Waste Services, an integrated solid waste services company that operates in the United States and Canada. Pytosh led recapitalizations of both Tervita and Covanta. Prior to his corporate leadership, he spent 18 years in investment banking. Pytosh earned a BS in chemistry at the University of Illinois at Urbana-Champaign. He serves on the Board of Directors for the University of Illinois Foundation. Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles.  Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career he has interviewed thousands of leaders.  Please subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues. Copyright 2016 by Dinosaur Productions LLC

Leadership Lyceum: A CEO's Virtual Mentor
Part 2 of 2 Interview with Jonathan Baliff, CEO of Bristow Group

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later May 29, 2016 32:23


Link to the Podcast: http://leadershiplyceum.libsyn.com/rss Welcome to the DEBUT of the “Leadership Lyceum: A CEO’s Virtual Mentor” podcast. This is Part 2 of a 2 part interview with Jonathan Baliff, CEO of $1.7 bln NYSE-listed Bristow Group and his experience of moving from CFO to CEO during a downturn in the energy industry. In our conversation in Part 2, Jonathan will share his experiences of going through an intensive CEO succession process at Bristow and will provide advice to CFOs considering the part to CEO and to Boards contemplating a CEO succession process. In his words what got you here isn’t necessarily going to get you there. Please download the Leadership Lyceum App at iTunes which will enable future content to come to you automatically. Link to the Podcast: http://leadershiplyceum.libsyn.com/rss Rate us and spread the word among your fellow executives and board colleagues. Biography on Jonathan Baliff Since July 2014, Jonathan Baliff has been the CEO of the Bristow Group, a $1.7 billion company providing fixed and rotary wing air service to the global off-shore energy industry. Prior to becoming CEO, he served as CFO for four years. He has also been the head of strategy at NRG Energy and a member of the global energy group at both JP Morgan and Credit Suisse. Baliff attended the Georgia Institute of Technology, graduating with a bachelor’s degree in aerospace engineering, and later obtained his master’s in foreign service. He was an aviator in the United States Air Force, flying the F-4G Phantom in the first Gulf War. He retired with the rank of Captain. Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles.  Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career he has interviewed thousands of leaders.  Link to the Podcast: http://leadershiplyceum.libsyn.com/rss

Leadership Lyceum: A CEO's Virtual Mentor
Part 1 of 2 Interview with Jonathan Baliff, CEO of Bristow Group

Leadership Lyceum: A CEO's Virtual Mentor

Play Episode Listen Later May 28, 2016 21:23


Debut episode of the Leadership Lyceum: A CEO’s Virtual Mentor podcast.  Part 1 of a 2 part interview with Jonathan Baliff, CEO of $1.7 bln NYSE-listed Bristow Group and his experience of moving from CFO to CEO during a downturn in the energy industry. Our conversation will explore his priorities around safety, culture and corporate performance and overall leadership.  He will provide advice to CFOs interested in becoming CEOs and to Boards contemplating a CEO succession process. Please download the Leadership Lyceum App at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.   Biography on Jonathan Baliff Since July 2014, Jonathan Baliff has been the CEO of the Bristow Group, a $1.7 billion company providing fixed and rotary wing air service to the global off-shore energy industry. Prior to becoming CEO, he served as CFO for four years. He has also been the head of strategy at NRG Energy and a member of the global energy group at both JP Morgan and Credit Suisse. Baliff attended the Georgia Institute of Technology, graduating with a bachelor’s degree in aerospace engineering, and later obtained his master’s in foreign service. He was an aviator in the United States Air Force, flying the F-4G Phantom in the first Gulf War. He retired with the rank of Captain.   Your host Thomas B. Linquist is a Partner at leading global executive search firm Heidrick & Struggles.  Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career he has interviewed thousands of leaders.    Copyright 2016 by Dinosaur Productions LLC  

Payments Monitor
Episode 35: 7th December 2015

Payments Monitor

Play Episode Listen Later Dec 7, 2015 3:20


Daily #Podcast: Xoom is coming to Bangladesh while M-Pesa will soon begin services in Ghana. Abn Amro Bank to allow signing up with a Selfie, oil prices edging closer to 2015 low, Argentina president aims to dismantle currency controls and some insights from the Mobile Money global conference in Istanbul.

Man in the Arena (Audio)
#064 Anibal Messa (Plataforma Capital)

Man in the Arena (Audio)

Play Episode Listen Later Aug 4, 2014 41:51


O Man in the Arena é um videocast sobre empreendedorismo e cultura digital apresentado por Leo Kuba, Miguel Cavalcanti e In Hsieh.   Neste episódio (#064):   Um bate-papo com Anibal Messa, partner da Plataforma Capital e pioneiro em venture capital no Brasil.   Anibal tem 14 anos de experiência em Private Equity/Venture Capital e 8 anos como consultor na McKinsey & Co. e Bain & Co. Executou uma das maiores “saídas” na história do VC brasileiro, através da venda do BuscaPe, a maior empresa de comparação de preços da América Latina, para o grupo Naspers da África do Sul por US$ 342 milhões.   Atuou como Diretor de Investimentos da Temasek Holdings – um fundo soberano da Ásia, tendo estabelecido o escritório em 2008 e executado operações chave, tais como: LAN Aerolíneas, Netshoes e Visanet. Anibal possui experiência executiva diversificada, tendo trabalhado para a Delco Electronics, uma empresa GM Hughes Company, ABN/AMRO Bank e Royal Dutch/Shell.   Anibal graduou-se em administração pela Fundação Getúlio Vargas e estudou na Escola Politécnica da USP, é CFA e possui MBA em finanças pela Universidade de Chicago. Atuou como “board member” da Netshoes, BuscaPe Inc. e boo-box.   O Man in the Arena tem apoio da Livraria Cultura, KingHost e FIAP.   Para saber mais:   - Plataforma Capital: http://plataformacapital.com - Linkedin: http://www.linkedin.com/in/anibalmessa   Acompanhe e participe nos canais do Man in the Arena:   - YouTube: http://youtube.com/maninthearenatv - Facebook: http://facebook.com/maninthearenatv  

The Quantum Leap Catalyst™
Management tools can translate into bottom line improvement.

The Quantum Leap Catalyst™

Play Episode Listen Later Dec 12, 2005 48:56


Susette and Terry explore the practical use of simple, proven management tools that translate to a huge bottom line improvement for small businesses. Joining Terry is Susette Nichols, an American businesswoman who is a manager in Corporate Finance for ABN AMRO Bank in The Netherlands. She has practical experience in working with simple management tools.