Podcasts about Aetna

What do marine biology, massage therapy, and managing a Chamber of Commerce have in common? Moe's career journey.In this episode of Embrace the Squiggle, Colleen sits down with Moe Belliveau, the Executive Director of the East Hampton Chamber, for a conversation that's anything but linear. With Kristine away, Colleen dives into Moe's fascinating path, from dreaming of becoming a marine biologist, to drawing blueprints in architectural drafting, navigating the structure of corporate life at Aetna, building a massage therapy business from scratch, and ultimately leading her local Chamber of Commerce.Moe's story is a masterclass in reinvention. She shares how she leaned into uncertainty, took strategic risks, and embraced career pivots that may have seemed disconnected on paper- but made perfect sense in practice. Whether you're feeling stuck, curious about starting over, or simply love a good reinvention story, this episode will leave you inspired to follow your own squiggly path.

It's hard to overstate how consequential President Trump's “Liberation Day” tariffs have been for American economic policy. While the administration has paused the steep reciprocal tariffs it announced on trading partners other than China, a flat across-the-board 10% tariff remains. And China has raised tariffs on all U.S. goods to over 100% in retaliation.  Some economists fear this trade war could have a seismic impact across the American economy, including on clean energy. The exceptionally high tariffs on China in particular could have a significant bearing on clean tech products — things like batteries, solar panels, and wind turbines. So what are the possible outcomes? Do our trade deficits or national security imperatives necessitate this trade war? What would a turn away from globalization mean for efforts to confront climate change? And what does all of this mean for the future of industrial policy in the U.S.? This week, Jason Bordoff talks with Jason Furman about the flurry of Trump administration tariffs and how they could play out for the energy industry. Jason Furman is Aetna professor of the practice of economic policy at Harvard University. Prior to his appointment at Harvard, he served as a key economic advisor to President Obama, including as the chair of the Council of Economic Advisors. Jason played a key role in implementing the major economic policy initiatives of the Obama administration, including the American Recovery and Reinvestment Act and the Affordable Care Act.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Additional support from Trevor Sutton. Engineering by Sean Marquand. Stephen Lacey is executive producer.

Lawrence Ward will mark his first year as University of Hartford president in July. Ward sat down with the CBIA BizCast to discuss his journey to lead UHart, his first year, and his goals for the university. UHart is something of a homecoming for Ward, who grew up in Vernon and graduated from the University of Connecticut. Ward's career actually started in sales and marketing at Aetna. But said the “seeds for being an educator were first planted as a young child.” Ward said growing up, he looked up to his mother—a high school social studies teacher. With the help of several mentors, Ward shifted to consulting for an organizational training company, and ultimately becoming an associate dean at American University and a dean and vice president at Babson College. Ward said he was drawn to UHart's ethos of being a private university that works to serve the public good. He also said coming back to Hartford was a full-circle moment for his family. Ward's grandmother, who didn't have more than an eighth grade education, worked as a chambermaid to help put three children through school. “The only thing that makes my story possible, and that of my family, is the promise of higher education,” he said. “So it's really important, it's very personal, and it is a tremendous honor to come back as president.” Ward became president during a period of transition for the university. That includes post-COVID financial realities and the controversial decision to shift from Division I to Division III athletics. “I have a challenge of rebuilding confidence in this institution and rebuilding confidence in ourself organizationally,” he said. “That's a cultural challenge.” Ward said its been important to him to be present, engaged, and accessible to really understand the community. "I really prided myself on these first nine months, on doing exactly that," he said. "I have been really heartened by the university community's response to me and my leadership." Ward said his immediate goal is to make UHart a preferred destination for students and families. A big part of that is developing programs that prepare students for in-demand careers like nursing, robotics, and business. “We've got some really strong market-facing in-demand programs, and we need to match that with really high-quality student focused experience on campus,” he said. To do that, Ward said they are stepping up their efforts to engage with companies to create unique partnerships that will create career pipelines for students, benefitting the businesses and the university. Ward said as the university evolves, it's important they live up to their name and help lift up the Hartford community. “We feel as though we have a responsibility as a University of Hartford to be supportive,” he said. “Success for the region will mean success for the University of Hartford.” The CBIA BizCast is made possible through the generous support of Google. Please rate, review, and subscribe to the BizCast wherever you get your podcasts—we appreciate your support! If you have a story to tell, contact Amanda Marlow. Related Links: University of Hartford Website: https://www.hartford.edu/ LinkedIn: https://www.linkedin.com/school/university-of-hartford/ Lawrence Ward on LinkedIn: https://www.linkedin.com/in/lawrencepward/ CBIA Website: https://www.cbia.com/ LinkedIn: https://www.linkedin.com/company/cbia/

In this episode, Jane Brown, Vice President of Medicaid Strategic Support and Oversight at Aetna, discusses the evolving Medicaid landscape. She shares insights on improving connectivity, driving value-based care, and empowering both providers and beneficiaries through data and technology.

In this episode, Jane Brown, Vice President of Medicaid Strategic Support and Oversight at Aetna, discusses the evolving Medicaid landscape. She shares insights on improving connectivity, driving value-based care, and empowering both providers and beneficiaries through data and technology.

Jeff was joined by Anchorage resident Brandon Kennedy. They discuss a medical event his son Marcus had at the Mountain View Boys and Girls Club during a basketball game last August, his son's time at Alaska Regional Hospital, the start of the problems he had with Aetna when his son needed to go to a brain injury facility outside of Alaska, how his son eventually ended up at Shirley Ryan in Chicago, the insurance nightmare he has had to deal with since his son went to Chicago, and some of the help he and his family have gotten along the way. You can view the GoFundMe and more information here. 

Welcome to the Health Marketing Collective, where strong leadership meets marketing excellence.In today's episode, we're talking about the transformative power of personalization in health care marketing with David Edelman, author of "Personalized: Customer Strategy in the Age of AI," and former Chief Marketing Officer at Aetna. As health care continues to evolve, understanding and implementing personalized customer experiences becomes critical, especially as AI begins to shape patient engagement and expectations.David brings his vast experience and insights into why personalization is not just a marketing tool but a necessary strategy in the healthcare sector. He shares his journey and the lessons learned during his tenure at Aetna, providing a blueprint for how healthcare organizations can adopt AI-driven personalization to revolutionize patient interactions and increase satisfaction.We're diving deep into the principles of personalization, the role of AI in customer experience, and how healthcare brands can balance between personalization and privacy. David also discusses how personalization is taking shape in both B2B and B2C spaces and how essential it is for companies to align their entire organization around customer experience.Thank you for being part of the Health Marketing Collective, where strong leadership meets marketing excellence. The future of health care depends on it.Key Takeaways:Personalization as a Necessity in Health Care: David Edelman emphasizes that health care's inherently personal nature makes personalization more crucial than ever. Patients' experiences are deeply personal, involving complex health and social factors, and brands must tailor interactions to their unique needs to be effective.AI's Role in Personalization: AI offers unprecedented opportunities for personalizing healthcare experiences. By using AI to manage, analyze, and learn from vast quantities of data, healthcare brands can deliver more relevant and timely engagements, enhancing patient satisfaction and loyalty.Balancing Personalization and Privacy: David discusses the importance of respecting privacy while implementing personalization strategies. Through secure data handling, clear consent processes, and thoughtful communication strategies, health care organizations can effectively balance personalization with privacy concerns.Company-Wide Customer Experience Initiatives: Personalization and customer experience strategies must be company-wide. David illustrates that a comprehensive approach involving all departments—from marketing to compliance—is necessary to ensure success in delivering personalized customer experiences.Education through Personalization: One practical application of personalization is educational—David shares how Aetna utilized personalized video experiences to educate consumers about their health plans, significantly reducing misunderstandings, improving customer satisfaction, and cutting down on support calls.Join us for these valuable insights and be inspired to drive change and innovation in healthcare marketing.

Ben Kaplan sits down with Mark Bertolini, CEO of Oscar Health and former head of Aetna, to break down one of the biggest healthcare turnarounds in recent history.Oscar Health was bleeding cash, fully dependent on the Affordable Care Act, and struggling to turn a profit. Within just 10 weeks, Mark uncovered $1.4 billion in hidden opportunities, restructured the business, and set it on a path to profitability for the first time ever.In this episode, Mark reveals:Why Oscar's original founders avoided hiring healthcare experts—and how that nearly doomed the company.How AI and large language models cut costs by 1400 basis points.The high-stakes reality of running a company that depends entirely on the U.S. government.His no-nonsense approach to leadership, from fixing broken businesses to out-negotiating industry giants like CVS.What most CEOs get wrong about running a business—and why courage and curiosity matter more than anything else.This is a must-listen for anyone in business, tech, or leadership, as Mark and Ben break down what it really takes to transform an industry built to resist change.

Megan Lowry, Marine Corps Veteran, Veteran Wellness Specialist, and citizen of the Muscogee Nation is our guest today on the Hoffman Podcast. Megan's story is one of hope. She held 'a kernel of hope' when she came to the Hoffman Process in 2015. As a Native American, Megan wasn't sure how she would navigate the week of the Process. She shares, "Being Native, there's things that we do to grieve and things that we never show and never talk about just, culturally, and so just bringing all of that to the Hoffman process, it was intimidating." Megan served our country in the Marine Corps and then in the Secret Service for President, George W. Bush and First Lady, Barbara Bush. The military was where Megan gained so much, yet it was a place that also caused her great harm. She grew and learned to "adapt and overcome," but she suffered both sexual and emotional abuse during those years. After leaving the service, she found herself having a difficult time. Then she was fortunate to meet Lee Lesser, founder of Veteran's PATH. Lee became a mentor to Megan, helping Megan find a path of healing path that included the Hoffman Process. Now a PhD student, Megan continues to heal her significant PTSD while bringing her many skills and wisdom to serve as the commander of the Muscogee Creek Nation women's honor guard and support Veterans in finding healing and well-being. For her dissertation, Megan intends to highlight the need for a blend of healing modalities, such as talk and recreational therapies, and ties to the community to give you purpose. Megan says, "It's not just one thing or another, it's a blend of so many things, of so many pieces to create the human experience." Content warning: This episode references sexual assault, emotional trauma, and suicide. If you or someone you know is considering suicide, you can call the US National Suicide Prevention Program at 800-273-8255 or message the crisis text hotline at 741741. If you are a veteran, you can also reach out to the Veterans Crisis Line. More about Megan Lowry: Megan is a Marine Corps Veteran who served as a military police officer and presidential security. She resides in Oklahoma on the Muscogee Creek Nation Reservation with her family, caring for her aging mother and two special needs stepdaughters. Her partner builds hot rods! Megan is also serving as the commander for the Muscogee Creek Nation women's honor guard, where they are asked to travel the country providing tribal veteran representation for ceremonies. Megan received her sociology degree and her Master's in Social Work. She is working on her PhD in Psychology while also working full-time as a Veteran Wellness Specialist. She covers the state of Oklahoma for Aetna and is also on the national leadership team for veterans and native resource groups. Megan has 10 dogs, 7 chickens, 2 ducks, a pig named Pumba, and a bunny named Iggy Hop. In her free time, Megan likes to garden, be outside, cycle, and meditate.  As mentioned in this episode: Mvto - "Thank you." in Muscogee Creek •   More on the Muscogee Creek language Read and watch more about Megan and her life at the University of Tulsa website. Lee Lesser •   Sensory Awareness Retreat •   Veteran's Path Secret Service, Serving President George W. Bush and First Lady, Barbara Bush •   Interview with Megan about the process of applying to the Secret Service •   Megan received the Marcy Lawless Service Award Marine Corps Military Police •   Military Sexual Trauma PTSD - Posttraumatic Stress Disorder Conex Box Muscogee Creek Nation Reservation Muscogee Creek Nation women's honor guard Suicide in the Military Veteran's Mental Health Congresswoman, Jackie Speier Invisible Wounds Documentary Vanessa Guillen Service dog, Therapy dog,  vs. Emotional Support dog PTSD Dysregulation "It's literally...your ordinary brain trying to cope with an extraordinary situation, and that is human.

Today's episode features David Edelman, Harvard Business School fellow and author of Personalized: Customer Strategy in the Age of AI. David shares his career journey from consulting at BCG to leading digital transformation at Digitas, McKinsey, and Aetna. He explains why personalization is more than just a marketing tactic—it's a strategic tool to enhance customer experience and drive business growth. The discussion explores real-world examples from Starbucks, Spotify and Aetna, highlighting both the opportunities and challenges of AI-driven personalization. David also introduces the Personalization Index, detailing five key dimensions that separate industry leaders from laggards. Finally, he offers insights on how companies can use AI and data to improve customer engagement and financial performance. [01:14] David's Career Journey [04:33] The Importance of Personalization [08:36] Personalization in Customer Experience [14:46] Motivation Behind Writing the Book[16:39] The Personalization Index and Its Dimensions[23:13] Unlocking New Opportunities with PersonalizationConnect with DavidLinkedIn: www.linkedin.com/in/daveedelmanWebsite: www.edelmanadvisoryservices.com

Sandra Cho and Brian Tanquilut break down CVS Health's (CVS) earnings. Sandra calls the report a “huge sigh of relief” after a big drop last year. She says boosting Aetna's profitability will be key to CVS's business. Brian discusses the guidance, saying “there's a lot of excitement about the turnaround” CVS is going through.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

Richard Feifer, MD, Chief Medical Officer of InnovAge, joins Eric to explore the transformative potential of the PACE (Program of All-Inclusive Care for the Elderly) model. Richard shares compelling stories and strategies showcasing how PACE integrates medical, physical, social, and emotional care to improve outcomes for seniors and individuals with complex needs. Listeners will gain insights into: The unique interdisciplinary care team (IDT) approach and how it delivers personalized, efficient care. Innovations in reducing hospitalizations and shifting care to home-based settings. Lessons on advanced care planning and end-of-life support that prioritize patient goals. Operational strategies for managing costs while maintaining exceptional patient experiences. Richard explores the economic and practical sustainability of the PACE model, providing actionable insights for healthcare leaders aiming to replicate its success.   About Richard As a physician executive with broad healthcare industry experience, Dr. Richard Feifer helps organizations achieve their fullest potential in an ever-changing environment. Rich is a board-certified internist with clinical experience in primary care, geriatrics, and urgent care medicine.  As a health system leader, he has also developed expertise in population health management, value-based payment models, clinical analytics, and technology-driven healthcare transformation.   Rich has dedicated his career to improving the quality and efficiency of healthcare and the health of populations he has served. Most recently, as executive vice president and chief medical officer of Genesis HealthCare, he led one of the nation's largest skilled nursing and long-term care providers, operating over 400 facilities in 25 states in 2019. As president of Genesis Physician Services, a Genesis subsidiary with over 450 physicians, nurse practitioners, and physician assistants in 2019, he navigated the successful transition to value-based care delivery. In that capacity, he also launched and served as chief medical officer of the only national accountable care organization focused on nursing home residents, LTC ACO.   Prior to joining Genesis, Rich was Aetna's chief medical officer of National Accounts, leading the department of Clinical Consulting, Strategy, and Analysis, which helped large employers improve the health and productivity of their employees and dependents. Before Aetna, Rich served as vice president of Clinical Program Innovation and Evaluation at Medco, where he was responsible for the organization's portfolio of care enhancement programs.   A graduate of Brown University and the University of Pennsylvania School of Medicine, Rich received his master's in health services management from Columbia University. He is an assistant clinical professor at the University of Connecticut and a board member of the Accreditation Commission on Health Care.    About InnovAge Our passion and mission is to help frail seniors age in their own homes with dignity. InnovAge has done this through PACE for more than 30 years.    As the largest provider of the Program of All-inclusive Care for the Elderly (PACE) based on participants served, InnovAge is dedicated to expanding this successful program to serve as many seniors as possible nationwide. In some communities, like Philadelphia, PACE is known as Living Independence for the Elderly.    With InnovAge's Program of All-inclusive Care for the Elderly (PACE), older individuals have a team of healthcare professionals focused on providing all the connected care they need. This helps seniors live at home for as long as possible, instead of going to a nursing home or other care facility. 

Terry Brooks is joined by Kelly Pullen, Executive Director of the Aetna Better Health® of Kentucky's Supporting Kentucky Youth (SKY) program. We hear more about the long term impacts of Adverse Childhood Experiences (ACEs) and the role Positive Childhood Experiences (PCEs) has in mitigating adversity. Terry and Kelly also reflect on the SKY program's ACEs prevention and intervention efforts and how all Kentuckians can play a role in preventing adversity and promoting resilience building among children. Aetna Better Health of Kentucky is the signature sponsor of the 2024 Kentucky KIDS COUNT Data Book and the Making Kids Count podcast. Visit AetnaMedicaidKY.com/choose to learn more about their health care benefits and programs designed with your family's wellbeing in mind.

In The MA Minute: Medicare Advantage Plans Need More Oversight; Less Overpayment! Do you dream of bariatric surgery? Wonder whether Medicare will pay for it? Apparently it depends on the extent of your obesity. We pay a visit to "Your Medicare Benefits 2024" to find out. ACCENDO, an Aetna subsidiary providing Medicare advantage plans, appears to be drastically reducing the number of states in which it will do business in 2025. What might the consequences be? One client needs Evenity injections for a year. Her thought is that she will be writing big cost-sharing checks due to her Plan HDG. My thought is that her savings over the past few years, if stashed away, will help to defray this extra expense. Finally, another client discovers that he under-reported income which might have resulted in a modestly larger IRMAA penalty. He wonders if it would be best to turn himself in to the IRS or should he wait for them to hunt him down like the cur that he is.? Contact me at: DBJ@MLMMailbag.com (Most severe critic: A+)                   Visit us on: BabyBoomer.ORG Inspired by: "MEDICARE FOR THE LAZY MAN 2024; Simplest & Easiest Guide Ever!" on Amazon.com. Return to leave a short customer review & help future readers. Official website: https://www.MedicareForTheLazyMan.com.

Howie and Harlan discuss health and healthcare headlines, including misaligned incentives keeping medicine from its mission, burdensome out-of-pockets costs, ultraprocessed foods, and serving the growing population of cancer survivors effectively. Links: Vivek Murthy's parting letter to America “Surgeon General Urges Americans to 'Rethink How We're Living Our Lives' in Closing Letter to the Country (Exclusive)” Discontent with the Health System in the United States “View of U.S. Healthcare Quality Declines to 24-Year Low” “What We Know About the UnitedHealthcare C.E.O.'s Killing and the Suspect” “Killing of UnitedHealthcare CEO brings resentment of the health care system to the fore” “Out‐of‐Pocket Annual Health Expenditures and Financial Toxicity From Healthcare Costs in Patients With Heart Failure in the United States” Bird Flu “First Bird Flu Death in U.S. Reported in Louisiana” “First H5 Bird Flu Death Reported in United States” “H5N1 Bird Flu” “Eyeing Potential Bird Flu Outbreak, Biden Administration Ramps Up Preparedness” “What is the HMPV virus in China? The human metapneumovirus and its symptoms, explained.” “Respiratory Virus Activity Levels” Alcohol and Cancer “Alcohol and Cancer Risk” “The cardioprotective association of average alcohol consumption and ischaemic heart disease: a systematic review and meta-analysis” “Alcohol Exposure and Disease Associations: A Mendelian Randomization and Meta-Analysis on Weekly Consumption and Problematic Drinking” “No level of alcohol consumption is safe for our health” Cancer Survivorship “Prevalence of cancer survivors in the United States” Cancer Survivorship: Cancer.Gov Ultra-Processed Foods “Trans fat” “Low-Grade Inflammation and Ultra-Processed Foods Consumption: A Review” “The Power RFK Jr. Would Have Over Food” Lawsuits: "Bad Behavior" on the Physician side “Sixteen Cardiology Practices to Pay a Total of $17.7M to Resolve False Claims Act Allegations Concerning Inflated Medicare Reimbursements” “CVS-owned insurer Aetna sues Radiology Partners alleging multiphase ‘fraud scheme'” Jimmy Carter  “Jimmy Carter, Peacemaking President Amid Crises, Is Dead at 100” Learn more about the MBA for Executives program at Yale SOM. Email Howie and Harlan comments or questions.

Reversing Type 2 Diabetes: Banner|Aetna's Groundbreaking Approach Host: Megan Antonelli Guest: Dr. Robert Groves Join them for an enlightening conversation with Dr. Robert Groves, Executive Vice President and Chief Medical Officer at Banner|Aetna. They will explore the innovative partnership with Virta Health, which has led to remarkable outcomes in Type 2 diabetes reversal and sustainable weight loss. Dr. Groves will share insights on how this personalized, nutrition-first approach is transforming lives, reducing medication dependence, and setting new standards in diabetes care. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Today's thought of the day enters on the power of selfless service, emphasizing that everyone possesses the capacity to contribute positively to others' lives. It defines a "heart full of grace" as virtuous and compassionate, suggesting that serving others cultivates both personal growth and spiritual connection. The author encourages readers to embrace service with love and compassion, prompting reflection on motivations and expectations surrounding acts of kindness. Finally, the text connects serving others with finding meaning and purpose in life. When you do something for someone else, what kind of expectations do you have of how that other person should react to your help?What are some of the hidden gems in a life of servitude towards our fellow man?Do you ask yourself some of the important questions about life? If not, how long will you wait? --- Recorded by: Felipe Khristopher Blue, LCAS, LCMHCA, CCS, CCTP, CMNCS, C-DBT Executive Director of More Than Therapy 201 W Main Street Suite 316 Durham, NC 27701 Office: 1-919-729-6300 Business Mobile: 1-919-679-2263 Do you want/need therapy and live in NC or SC? Do you have Aetna insurance? Quest Behavioral Health? Carelon Behavioral Health? Anthem EAP - Bank of America? Let's schedule a consultation to assist you with your personal goals. (Licensed Clinical Addictions Specialist, Licensed Clinical Mental Health Counselor Associate, Certified Clinical Supervisor, Certified Clinical Trauma Professional, Certified Mental Health & Nutrition Clinical Specialist, Certification in Dialectic Behavioral Therapy)

The thought of the day presents a reflective meditation on perspective, contrasting optimistic and pessimistic viewpoints with a more analytical, engineering-like approach. It explores the author's personal experiences of shifting between these perspectives, emphasizing the power of choosing gratitude and appreciating life's blessings. The meditation encourages self-reflection on how one interprets challenges, suggesting that difficulties often offer valuable lessons and opportunities for growth. Finally, it proposes that our happiness hinges less on avoiding hardship and more on constructively interpreting life's lessons. Do you see the glass as half empty or half full? Are you afraid that a half-empty glass will soon be gone, or are you glad that you have half a glass of something to enjoy? How do the "half-empty" people affect you when you're around them? Are their views generally positive? Is it realistic to expect that all of our glasses should be full all the time? --- Recorded by: Felipe Khristopher Blue, LCAS, LCMHCA, CCS, CCTP, CMNCS, C-DBT Executive Director of More Than Therapy (A 5013C Program of the FAEJ Foundation) 201 W Main Street Suite 316 Durham, NC 27701 Office: 1-919-729-6300 Business Mobile: 1-919-679-2263 Do you want/need therapy and live in NC or SC? Do you have Aetna insurance? Quest Behavioral Health? Carelon Behavioral Health? Anthem EAP - Bank of America? Let's schedule a consultation to assist you with your personal goals. (Licensed Clinical Addictions Specialist, Licensed Clinical Mental Health Counselor Associate, Certified Clinical Supervisor, Certified Clinical Trauma Professional, Certified Mental Health & Nutrition Clinical Specialist, Certification in Dialectic Behavioral Therapy)

Take time today to help one another. How often do you commit small, seemingly insignificant acts to help others? What are the effects of those acts?If courtesy is contagious, can it be also that helping acts are contagious?If we serve others, do you think that those others will be more likely to serve in their turn? Do you think that we can serve others by allowing them to serve us?How often do we reject the help of others who would be more than glad to help us? Felipe K. Blue, LCAS, LCMHCA, CCS, CCTP, CMNCS, C-DBT Executive Director of More Than Therapy 201 W Main StreetSuite 316 Durham, NC 27701 Office: 1-919-729-6300 Business Mobile: 1-919-679-2263 www.morethantherapy.org Do you need a therapist? Do you have AETNA insurance? Do you work at Duke? Are you a doctor? Nurse?

Covering the top stories of the day for the Quad Cities area. KWQC News on the Go gets you what you need to know for local news and weather while on the go.  Visit KWQC.com for the most up-to-date details and more news from the Quad Cities and beyond.  Fulton County murder charge QC's ImpactLife ships Type O red blood cells to New Orleans after terrorist attack Police arrest man after reports of gunfire in Rock Island Genesis MercyOne, Aetna reach agreement Download KWQC apps KWQC forecast

 My guest today is David Edelman. David's the former CMO of Aetna, and he's currently a senior lecturer in marketing at Harvard Business School. I've known David well over 10 years and we had an absolutely fascinating conversation focussing initially on AI and and the customer experience.One of David's recent HBR articles was "Customer Experience in the Age of AI" which are two topics that are very near and dear, at least they should be, for every marketer of the world. I hope you enjoy my conversation. 

This CEO Worked With Ray Dalio & Wants To Improve Healthcare: Mark Bertolini CEO Oscar Health $OSCR Great timeless lesson from Mark = "The Leading Cause Of Failure Is Success" Guest: Mark Bertolini CEO Oscar Health OSCR Website: https://www.hioscar.com/ Ticker: $OSCR Bio: Mark T. Bertolini is the Chief Executive Officer of Oscar Health, a leading healthcare technology company dedicated to making a healthier life accessible and affordable for all. Mark is former Co-Chief Executive Officer of Bridgewater Associates, the world's largest and most successful hedge fund. Mark is also a national health care thought leader, and the former Chairman and CEO of Aetna Inc. At Aetna, Mark assumed the role of CEO in November 2010, and of Chairman in April 2011. In November 2018, he stepped down as Chairman and CEO and served as a Director of CVS Health Corporation upon completion of CVS Health's acquisition of Aetna, valued at $69 billion. Throughout Mark's tenure at Aetna, he led the company's transition from a traditional health insurance company to a consumer-oriented health care company focused on delivering holistic, integrated care in local communities. Before joining Aetna, Mark held executive positions at Cigna, NYLCare Health Plans, and SelectCare, Inc., where he was President and Chief Executive Officer. He serves as a director of Verizon Communications Inc. (communications and technology solutions), Thrive Global (sustainable, science-based solutions to enhance well-being, performance and purpose), and the FIDELCO Guide Dog Foundation (non-profit organization that breeds, trains and places German Shepherd guide dogs with people who have visual disabilities). --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

New bipartisan legislation in Washington aims to break up pharmacy benefit managers after years of scrutiny on PBMs from Congress and the FTC. Health care insurance executive Mark Bertolini is now CEO of Oscar Health, and he spent years leading Aetna and CVS Health. Today, he reflects on American health care, his vision for an improved system, and his own security detail in the wake of UnitedHealthcare CEO Brian Thompson's murder. In a wide ranging and very personal conversation, Bertolini shares his experience with 18 years of chronic pain and the treatment that changed his life. Plus, Representative Josh Gottheimer (D-NJ) is explaining his edited Spotify wrapped, and Elon Musk is inching closer to trillionaire status, thanks to a new Tesla stock milestone.   Mark Bertolini - 17:42 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Preroll 00:00ad 1 14:28ad 2 36:18TRT 36:44

About Mark Bertolini:Mark Bertolini is a pioneer in the healthcare industry and currently serves as the CEO of Oscar Health, a tech-driven health insurance company. With an illustrious career spanning several decades, Mark has held key executive positions at renowned organizations such as Cigna, NYLCare Health Plans, and SelectCare, Inc. Notably, he served as Chairman and CEO of Aetna from 2010 to 2018, where he led the company's transformation into a consumer-oriented healthcare entity, culminating in its $69 billion acquisition by CVS Health. His leadership at Aetna was marked by a focus on delivering integrated care and improving healthcare accessibility and affordability.Beyond his professional roles, Mark is a respected thought leader in the national healthcare landscape, advocating for the integration of mental health services within standard insurance offerings. He brings a personal touch to his work, often sharing his own experiences of overcoming chronic pain with cognitive behavioral therapy. Mark's commitment to philanthropy is evident through his involvement with organizations like the FIDELCO Guide Dog Foundation and The Hole in the Wall Gang Camp. His journey from being a paramedic to becoming a top executive underscores his dedication to advancing healthcare for all.Things You'll Learn:Mark Bertolini presents an innovative vision for disrupting the health insurance industry, using the metaphor of a pirate ship to describe Oscar Health's approach to challenging established insurers.Tailoring individual insurance markets through the creation of consumer health reimbursement accounts can enhance consumer choice and potentially cover 110 million lives.Integrating mental health services into standard insurance offerings is essential, with cognitive behavioral therapy serving as a valuable tool in overcoming chronic pain.Value-based contracts are critiqued in favor of high-performing networks that naturally deliver better care without disrupting existing provider-patient relationships.AI and data can improve administrative efficiency, reduce costs, and address biases in clinical data while utilizing mechanisms to expand consumer choice despite political challenges.Resources:Connect with and follow Mark Bertolini on LinkedIn.Follow Oscar Health on LinkedIn and visit their website. 

Welcome to the What's Next! Podcast with Tiffani Bova.    I have the pleasure of welcoming David Edelman to the show today. He is a senior lecturer at Harvard Business School, an executive advisor and board member to brands and technology providers, and an advisor to BCG. Previously, David was chief marketing officer at Aetna and has worked with dozens of companies on personalization, AI, and agile marketing at BCG and Digitas. Forbes has repeatedly named him one of the Top 20 Most Influential Voices in Marketing and Ad Age has named him a Top 20 Chief Marketing and Technology Officer. David is also the co-author of a new book called Personalized: Customer Strategy in the Age of AI, which has recently become a USA bestseller.    THIS EPISODE IS PERFECT FOR… anyone who wants to learn how to deliver true personalization at scale.    TODAY'S MAIN MESSAGE… customer experience is imperative to business success, but personalization remains elusive for many organizations. In this conversation, David offers his playbook on making personalization a core business strategy for organizations of any size. He also shares a detailed walkthrough of the Five Promises of Personalization.    Key Takeaways: If you consider personalization a strategic goal, you need to be able to measure it. Compensation is often too abstract of a metric. Instead, David recommends using measures of business performance.  If you can't make your product simpler, you need to educate your customers. The customer experience should be getting better and better over time.    WHAT I LOVE MOST… David's points about thinking about the flow of company interaction. Remember that when customers get bombarded, they tend to tune out. David says, “Less is more, but less that's smarter is even more.”   Running Time: 32:37   Subscribe on iTunes   Find Tiffani Online: LinkedIn Facebook X   Find David Online: LinkedIn    David's Book:  Personalized: Customer Strategy in the Age of AI  

Why do many of us spend so much time counting others blessings or comparing ourselves to others?What purpose do such actions serve?What are some ways we can focus more on our own blessings and less on those of others that seem better than our own? Recorded by: Felipe Khristopher Blue, LCAS, LCMHCA, CCS, CCTP, CMNCS, C-DBT Executive Director of More Than Therapy 201 W Main Street Suite 316 Durham, NC 27701 Office: 1-919-729-6300 Business Mobile: 1-919-679-2263 www.morethantherapy.org Do you want/need therapy and live in NC or SC? Do you have Aetna insurance? Quest Behavioral Health? Carelon Behavioral Health? Anthem EAP - Bank of America? Let's schedule a consultation to assist you with your personal goals. (Licensed Clinical Addictions Specialist, Licensed Clinical Mental Health Counselor Associate, Certified Clinical Supervisor, Certified Clinical Trauma Professional, Certified Mental Health & Nutrition Clinical Specialist, Certification in Dialectic Behavioral Therapy)

Is thankfulness dependent upon others or could it truly be a way to live?Do you pray before meals? If so, why?What are some things you could say grace for right now? Recorded by: Felipe Khristopher Blue, LCAS, LCMHCA, CCS, CCTP, CMNCS, C-DBT Executive Director of More Than Therapy 201 W Main Street Suite 316 Durham, NC 27701 Office: 1-919-729-6300 Business Mobile: 1-919-679-2263 www.morethantherapy.org Do you want/need therapy and live in NC or SC? Do you have Aetna insurance? Quest Behavioral Health? Carelon Behavioral Health? Anthem EAP - Bank of America? Let's schedule a consultation to assist you with your personal goals. (Licensed Clinical Addictions Specialist, Licensed Clinical Mental Health Counselor Associate, Certified Clinical Supervisor, Certified Clinical Trauma Professional, Certified Mental Health & Nutrition Clinical Specialist, Certification in Dialectic Behavioral Therapy)

Health + Housing: Partnerships for Better Living In this bonus episode of The Road Home, produced by NCHV and sponsored by The Home Depot Foundation, host Jae is joined by Katherine Laborde, Executive Director of Gulf Coast Housing Partnership (GCHP). They discuss how GCHP is transforming lives by connecting housing and healthcare through their Health + Housing initiative. Katherine shares the story of H3C, a 192-unit affordable housing community in New Orleans designed to help seniors age in place. With an on-site clinic, community health worker, and partnerships with organizations like Belle Reve and Aetna, H3C demonstrates the power of combining supportive services and affordable housing to improve health outcomes. We're grateful to Katherine Laborde for highlighting the importance of housing as a social determinant of health and for sharing this inspiring project. Tune in for this insightful conversation on the transformative impact of partnerships in affordable housing development. For a deeper dive check out the episode's insights here. Be sure to follow, rate, and share The Road Home for more stories like this! #TeamDepot #NCHV

How can we feel more gratitude for all that our bodies do for us?How much work has your body done today without you being aware of it?What would life be like if our bodies were not as dependable as they are? Recorded by: Felipe Khristopher Blue, LCAS, LCMHCA, CCS, CCTP, CMNCS, C-DBT Executive Director of More Than Therapy 201 W Main Street Suite 316 Durham, NC 27701 Office: 1-919-729-6300 Business Mobile: 1-919-679-2263 www.morethantherapy.org Do you want/need therapy and live in NC or SC? Do you have Aetna insurance? Quest Behavioral Health? Carelon Behavioral Health? Anthem EAP - Bank of America? Let's schedule a consultation to assist you with your personal goals. (Licensed Clinical Addictions Specialist, Licensed Clinical Mental Health Counselor Associate, Certified Clinical Supervisor, Certified Clinical Trauma Professional, Certified Mental Health & Nutrition Clinical Specialist, Certification in Dialectic Behavioral Therapy)

Author Bio: Toni Tipton-Martin is an award-winning food and nutrition journalist who is busy building a healthier community through her books, foundation and in her role as Editor in Chief of Cook's Country Magazine and its television show. She is the recipient of the Julia Child Foundation Award, which is given to an individual (or team) who has made a profound and significant difference in the way America cooks, eats and drinks; is a three-time James Beard Book Award winner; and she has earned the International Association of Culinary Professionals (IACP) Trailblazer Award, its Book of the Year Award, and Member of the Year Award. She appeared as a guest judge on Bravo's Top Chef, was featured on CBS Sunday Morning's annual Food Show and in the anthology, Best Food Writing of 2016. She received Notable Mention in The Best American Essays of 2015 and is profiled in Aetna's 35th Annual African American History Calendar. Former First Lady Michelle Obama invited Toni to the White House twice for her outreach to help families live healthier lives. In 2014 she earned the Southern Foodways Alliance John Egerton Prize for this work, which she used to host Soul Summit: A Conversation About Race, Identity, Power and Food, an unprecedented 3-day celebration of African American Foodways. Toni has been a guest instructor at Whole Foods Culinary Center, and has appeared on the Cooking Channel's Foodography and the PBS feature Juneteenth Jamboree. She has been a featured speaker at the Library of Congress, Duke University, the University of North Carolina – Chapel Hill and Charlotte; Austin History Center; the Longone Center for American Culinary Research, William L. Clements Library, University of Michigan; Roger Smith Cookbook Conference; Foodways Texas; Culinary Historians of Southern California; International Association of Culinary Professionals; Les Dames D'Escoffier; Webster College; Prairie View A&M University; Women Chefs and Restaurateurs; the College of Charleston; Mississippi University for Women; and Austin Foodways. She has shared her passion for cooks and the community as a freelance writer for Epicurious, the Local Palate, UNC Wilmington's Ecotone Journal, the Austin Chronicle, Edible Austin Magazine, Texas Co-op Magazine, Gastronomica The Journal of Food and Culture, and Cooking Light Magazine. In 2008, after 30 years teaching cooking in the media and demonstrations, Toni founded The SANDE Youth Project as a grassroots outreach to improve the lives of vulnerable families. The 501(c)(3) not-for-profit is dedicated to combating childhood hunger, obesity and disease by promoting the connection between cultural heritage, cooking, and wellness. Through community partnerships with universities, private and public entities, including Oldways Preservation Trust, the City of Austin, Edible Austin Magazine, and others, Toni's foundation has presented two community events, Soul Summit: A Conversation About Race, Identity, Power and Food and the Children's Picnic A Real Food Fair.   Toni is a member of the Oldways African Heritage Diet Pyramid Advisory Committee, Les Dames D'Escoffier Washington, D.C. Chapter, and Jack and Jill of America, Inc. She is a co-founder and former president of Southern Foodways Alliance and Foodways Texas. Toni is a graduate of the University of Southern California School of Journalism. She and her husband are restoring a 19th Century rowhouse, one of the “Painted Ladies” in Baltimore's historic Charles Village. She is the mother of four. Website: https://tonitiptonmartin.com/ When Southern Women Cook: https://www.amazon.com/When-Southern-Women-Cook-American-ebook/dp/B0CVKT3YNW?ref_=ast_author_mpb Jemima Code: https://www.amazon.com/Jemima-Code-Centuries-American-Cookbooks/dp/0292745486/?_encoding=UTF8&pd_rd_w=v2gQ0&content-id=amzn1.sym.05575cf6-d484-437c-b7e0-42887775cf30&pf_rd_p=05575cf6-d484-437c-b7e0-42887775cf30&pf_rd_r=141-8602571-9498943&pd_rd_wg=tuU3h&pd_rd_r=19dbe5ba-704d-4432-84f8-b776698f7759&ref_=aufs_ap_sc_dsk Jubilee https://www.amazon.com/Jubilee-Recipes-Centuries-African-American-Cookbook/dp/1524761737 If you follow my podcast and enjoy it, I'm on @buymeacoffee. If you like my work, you can buy me a coffee and share your thoughts

How can businesses personalize their customer experience at scale?This episode explores the power of personalization in the age of AI and how businesses can leverage data to create a delightful customer experience. David Edelman discusses the challenges and benefits of personalization, and provides examples of companies that are doing personalization well, such as Cisco, Marriott, and Aetna.David Edelman is a personalization guru who's been shaking things up in the business world with his innovative ideas. From Harvard Business School to McKinsey and Aetna, he's got the know-how to help companies scale up their personalization game and create those "wow" customer experiences. He's also the co-author (with Mark Abraham) of Personalized: Customer Strategy In The Age of AI. Key topics Bill and Dave explore in this episode: - Personalization is not just a marketing tactic, but a holistic customer experience that requires cross-functional collaboration. - Companies need to shift their mindset from volume to value and focus on providing a personalized experience that delights customers without being creepy. - AI can be used to enhance personalization by predicting customer needs and preferences. - Data is essential for personalization, and companies need to gather both explicit and implicit data to understand their customers' needs and preferences. - Companies have to avoid overwhelming customers with too much information. - Personalization allows companies to differentiate themselves by providing a unique and valuable customer experience. Chapters in this episode: (02:42) Personalizing Music (07:51) Delight vs. Annoyance in Personalized Experiences (12:34) The Risk of Over-Personalization and the Aetna Example (14:52) Sungevity: A Case Study in Personalization Done Right (19:43) Cisco: Two Approaches to B2B Personalization (26:40) Marriott's Quest for Personalized Hospitality (31:45) The Value of Asking QuestionsThanks to David Edelman for being on the show! Learn more about Dave at Edelman Advisory Services: https://www.edelmanadvisoryservices.com/ Get Dave's book: Personalized: Customer Strategy In The Age of AI: https://www.amazon.com/dp/1647826276 (co-authored with Mark Abraham)Bill Gallagher, Scaling Coach and host of the Scaling Up Business podcast, is an international business coach who works with C-Suite leaders to achieve breakthrough growth. Join Bill in the Growth Navigator Coaching Program: https://ScalingCoach.com/workshop Bill on LinkedIn: https://www.LinkedIn.com/in/BillGallBill on YouTube: https://www.YouTube.com/@BillGallagherScalingCoach Visit https://ScalingUp.com to learn more about Verne Harnish, our team of Scaling Up Coaches, and the Scaling Up Performance Platform, which includes coaching, learning, software, and summit. We share how the fastest-growing companies succeed where so many others fail. We help leadership teams with the biggest decisions around people,...

Welcome to the UNLEARN Podcast! Today, we're joined by a true pioneer in digital transformation and customer strategy, David C. Edelman. With over three decades at the forefront of marketing and digital transformation, David most recently served as Chief Marketing Officer at Aetna/CVS, where he led transformative shifts in customer engagement. Before that, he co-led McKinsey's Global Digital Marketing and Sales Practice and held key leadership roles at Digitas and Boston Consulting Group (BCG), advising top executives worldwide.Now, David is bringing his expertise to Harvard Business School, where he shapes the next generation of leaders and advises CXOs on driving digital agility and building resilient teams. In this episode, he shares insights from his latest book, Personalized: Customer Strategy in the Age of AI. We'll explore the different types of AI, where and how to use them, and the evolving role of AI across the C-suite. Get ready for an enlightening conversation with David Edelman on the future of customer strategy in the age of AI. Key Takeaways:Personalized Connections with AI: David's “five promises” framework—Empower, Know, Reach, Show, Delight—guides personalized customer experiences. AI Beyond Marketing: Personalization extends beyond marketing into a holistic, C-suite-level strategy. Data to Value: Examples from Aetna using data to simplify interactions and deliver targeted recommendations.Balancing Innovation and Trust: David stresses trust in AI, focusing on data privacy and ethical personalization.Additional Insights:Promise and Pitfalls of AI: Emerging AI tools make data integration accessible, helping smaller companies compete with industry giants.Managing Expectations: The importance of transparency and data use comfort in creating personalized, non-intrusive customer experiences.Unlearning Old Mindsets: David encourages that leaders must shift from traditional tactics to a customer-centric, AI-driven approach.Episode Highlights:00:00 - Episode Introduction "If you're trying to connect with customers using personalization, there are essentially five promises that you're making to them." 01:35 - Introduction to the Episode: Barry introduces David Edelman, a veteran in digital transformation and customer strategy. “David has spent over three decades at the cutting edge of marketing and digital transformation.” 03:06 - Early Influences: Creativity and Leadership in Marketing “I became the music director of my high school show from just simply being a saxophone player.” 08:33 - From Marketing to AI-driven Strategy “The thing I had to unlearn is that it's not just about marketing... it's about strategy and customer experience.” 10:03 - Using AI for Personalization: Shopify and Brinks Case Studies “So Shopify, who has a free trial and then offers to convert people to paid subscriptions... it's...

Cigna confirms it is not pursuing an acquisition of rival health insurer Humana. OptumHealth and Aetna agree to settle a class action lawsuit alleging that they billed health plan members for administrative fees coded as medical expenses. And, hospital-associated infection rates are down, according to recent data from the CDC. We'll get that story—and more—coming up on today's episode of the Gist Healthcare Hosted on Acast. See acast.com/privacy for more information.

The Five Promises of Personalization.  Harnessing the power of AI to personalize the customer experience.  Exploding the myth of proving the ROI of CX.  This and so much more to talk about with our guest David Edelman on the All Things Considered CX Podcast with Bob Azman. David is the co-author of the new book Personalized.  Customer Strategy in the Age of AI.  He is a senior lecturer at Harvard Business School, an executive adviser and board member to brands and technology providers, and an adviser to BCG.  Previously, David was chief marketing officer at Aetna and has worked with dozens of companies on personalization, AI, and agile marketing at BCG and Digitas.  Forbes has repeatedly named him one of the Top 20 Most Influential Voices in Marketing, and Ad Age has named him a Top 20 Chief Marketing and Technology Officer.Join us for a fascinating conversation on how to differentiate your brand in the age of AI.  Brand and CX are one in the same and David provides great examples to prove his point. 

In this episode of the Duck Tape Marketing Podcast, I had the pleasure of interviewing David Edelman, a seasoned digital transformation and marketing expert. As CMO, Edelman guided Aetna (now part of CVS Health) through becoming a digitally oriented, customer-centric brand. He built McKinsey's Digital Marketing Strategy Practice and had leadership roles at BCG and Digitas. Repeatedly recognized by Forbes as one of the “Most Influential CMOs in the World” and by AdWeek as one of the “Top 20 Marketing and Technology Executives,” his work has attracted over 1.1 million followers to his LinkedIn blog. Currently, David advises top executives on AI and personalization. In this episode, we dive into the ever-evolving world of personalization in business, uncovering the game-changing role of AI in redefining how companies connect with their audiences. Edelman emphasizes the importance of creating customer experiences at scale and the competitive advantage that effective personalization has. Edelman explores the advantages of personalization, while highlighting the ongoing challenges of overstepping boundaries—a pitfall many of us have encountered firsthand. He shares practical examples of how AI enhances customer interactions and tackles concerns about data privacy and the potential discomfort of overly personalized marketing. The conversation also touches on the challenges marketers face in content creation and the need for more thoughtful, effective communication strategies. Key Takeaways: Personalization is about creating customer experiences at scale. AI enhances personalization by analyzing customer data. The privacy factor in personalization must be managed carefully. 70% of consumers are comfortable with data use for value. Speed of learning is crucial for competitive advantage. Companies often have more data than they realize, but it's fragmented. AI can help integrate data from various sources effectively. Successful personalization can lead to increased customer satisfaction. Content should be bite-sized and easily digestible for consumers. Empowering customers with their data can enhance their experience. More About David Edelman: Check out David Eldelmen's Website Connect with David Edelman on LinkedIn Grab a copy of Personalized: Customer Strategy in the Age of AI Rate, Review, & Follow on Apple Podcasts If you liked this episode, please rate and review the show. Click HERE - scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then, let us know what you loved most about the episode. Connect with John Jantsch on LinkedIn! Are you stuck trying to figure out your marketing strategy? Get Your Free AI Prompts To Build A Marketing Strategy HERE. This episode of the Duct Tape Marketing Podcast is brought to you by Oracle Nobody does data better than Oracle. Train your AI models at twice the speed and less than half of the cost of other clouds. If you want to do more and spend less, take a free test drive at Oracle.

Plus: Democrats' chances to gain control of the House of Representatives appear to have faded. The new CEO of CVS Health promises a reorganization of the company, including new leadership at its Aetna insurance unit. J.R. Whalen reports. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on The Modern Customer Podcast, David Edelman, senior lecturer at Harvard Business School and former CMO of Aetna, shares a five-part framework for using AI to drive growth based on his book, "Personalized: Customer Strategy in the Age of AI," co-authored with Mark Abrahams. With decades of experience helping top brands enhance their CX, David shows how companies can leverage AI to drive meaningful growth and create lasting customer loyalty. He explains how AI can empower customers, enable perfectly timed interactions, and support every stage of a growth-focused CX strategy. David also addresses key challenges, such as maintaining human oversight and avoiding intrusive interactions, to ensure AI-driven CX builds trust and protects brand integrity. Blake Morgan is a customer experience futurist, keynote speaker, and author of three books on customer experience. Her new book is called The 8 Laws of Customer-Focused Leadership: The New Rules for Building A Business Around Today's Customer.

Learn more about NetSuite Planning and Budgeting: https://tinyurl.com/bdhm7phf   In this special episode of the NetSuite Podcast focusing on the CFO's agenda for 2025, cohost Megan O'Brien sits down with Jess Wijesekera, SVP of Global Accounting at Vytalize Health, a leading value-based care platform. They start the episode by discussing Jess' background and what brought her to her current role [1:55]. Jess then delves into Vytalize Health and its exponential growth over the last several years [6:26]. Megan and Jess discuss technology and talent issues [15:49]. They end the podcast episode by covering Vytalize Health's priorities for 2025 [31:52].   Follow Us Here:   Vytalize Health: https://www.vytalizehealth.com/   Jess Wijesekera LinkedIn: https://www.linkedin.com/in/jessica-wijesekera-7290196/   Oracle NetSuite LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv   #NetSuite #CFOAgenda, #Accounting   --------------------------------------------------------   Episode Transcript:   00;00;04;21 - 00;00;28;20 Hello, all you Suite listeners. Thank you so much for tuning in to the NetSuite podcast. I'm Megan O'Brien, a co-host of the podcast. Now you all are in luck because today's episode marks the start of a mini series we are doing called The CFO Agenda. As we approach the end of 2024, we wanted to gauge what's on the docket for finance and accounting leaders.   00;00;28;23 - 00;00;50;23 In the first installment of the series, we have Jess Wijesekera, SVP of Global Accounting for Vytalize Health, a leading value based care platform. If you attended SuiteWorld or if you tuned into NetSuite OnAir to watch the main keynote, you would have seen her make an appearance with NetSuite Founder and EVP Evan Goldberg.   00;00;50;25 - 00;01;19;08 Vytalize Health has grown by a casual 90,778% over the last three years, so this episode is a great pulse check on what high-growth companies are prioritizing this coming year. We talk all about Jess' background and her current role of Vytalize Health, the company's exponential growth, and her plans for 2025. With that, let's go ahead and dive in.   00;01;19;11 - 00;01;45;23 You're listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company and how one integrated system can help your business continue to scale.   00;01;45;25 - 00;02;03;26 Hi, Jess. How are you today? Hey, Megan. Good. Really great to be here. Good. We're so happy to have you. Yeah. Thank you. All right, well, we're going to dive right in because we have so much to cover. We want to hear, first of all, about your background. Did you always know that you wanted to get into accounting?   00;02;03;29 - 00;02;26;29 I did not. But I was always very good at organizing people and organizing projects. And I think that organization has always really been a part of who I am. It's going to sound silly, but in kindergarten I used to and tell them where and how to jump rope, and they always just happily listened to what I had to say.   00;02;26;29 - 00;02;57;23 And I felt really like a natural leader and I knew I wanted to do something that captured my personality. So, for me, accounting is just a really nice because it's taking project management and organization and unpacking a puzzle takes a lot of patience, which I'm learning to have a lot of patience, but it takes a lot of kindness for interacting with other departments and some tenacity with dealing with service providers.   00;02;57;23 - 00;03;31;23 So, I didn't know I always wanted to do it, but it is feeling like a really good fit. I couldn't help but stalk you a little bit on LinkedIn. You majored in accounting at Villanova, which is where I went. Yeah, Wildcats, you know, so I know I just had a great experience there and I chose it really because they had a very solid business school and I had this accounting professor who taught financial accounting, and he told me that accounting was the hardest major in the business school.   00;03;31;26 - 00;03;58;08 And if I could do accounting, that I could do anything, I could do finance, I could do management, I could do marketing. And he was really right. And I followed my accounting degree up with a master's in finance at Boston College. And it's really worked well, I think, to have this understanding of everything that's accounting is past and everything that's finance is future and we meet in the present.   00;03;58;12 - 00;04;28;26 So it's kind of helped shape my career and where it's gone. That is such a cool perspective on it. And, and speaking of your career, could you talk a little bit about your past roles and your path to where you are now? Yeah, so like many accounting majors, I started at the Big Four, so I was at EY and I stayed longer than most. I was there about 15 years and I did a grand tour of about four offices.   00;04;28;29 - 00;04;55;29 So, I started in Palo Alto, and then did Boston, San Francisco, and I also did a three year secondment in the London office. And every time I felt I was going to leave public accounting, I stayed because I got a new opportunity or worked on a new client or with a new team. And it was this feeling that I could really add value, but also learn something completely new, which added to my skill set.   00;04;56;02 - 00;05;20;15 And I can't even tell you the number of times that I've cried in an audit room. I do think about those experiences and really how it shaped me. I got to work on Warner Brothers and Hawaiian Airlines, and towards the end of my career there, I was a national instructor for 606 when that Rev Rec standard was completely new and nobody knew what to do.   00;05;20;15 - 00;05;48;11 So that helped me with my foundation for where I am now. But after 15 years I decided to go into industry, so I started as an assistant controller. I was at a bottling company and my very first day on the job I realized I've never booked a journal entry in my whole life and a few roles since I have taken on kind of new areas of responsibility and kept growing my own skillset.   00;05;48;13 - 00;06;14;09 And I'm actually really lucky now to have brought on a couple of people I've worked with in the past, you know, kind of through EY and other companies because we just really enjoy working together. So that all of that brought me to my life. Well, I mean, I don't think you've really worked for a Big Four unless you've cried somewhere in an office, so you, you sent that experience home. Probably an office without windows.   00;06;14;11 - 00;06;40;07 Yeah, yeah, yeah, I did my crying in a phone booth, so. Yeah, yeah, No windows. We're all here now. We're all here. And better for it. So speaking of Vytalize, you ended up joining Vytalize Health about two years ago? Can you tell our listeners a little bit about what Vytalize Health does? Yeah, so Vytalize is a value-based care company.   00;06;40;09 - 00;07;10;11 Value-based care is a collection of doctors and service providers and payers that work collectively to have better outcomes for patients. And coincidentally, that's usually at a reduced cost. So, what we do is sit between the primary care physician and CMS, which is the Center for Medicare Services. So we help our physicians strengthen the relationship that they have with their patients.   00;07;10;13 - 00;07;41;13 And if we succeed in that and meet certain quality metrics and achieve these better health outcomes, then CMS as the payer, they give us a share of that. So, I'll use a fancy terminology, but it's really aligning incentives, right? So, we're all incentivized for providing better, higher quality care, not necessarily more care. And it's really working because we're giving these doctors more time to spend with their patients.   00;07;41;13 - 00;08;18;00 So, we provide services like care coordination and virtual home care, in-home care. And it's particularly important for the Medicare population. You know, if you think about 65 plus and then people that are, you know, often not able to get to the doctor, in-home care is so critical. And really, we see ourselves as an extension of the physician so that we operate as part of their practice and really preventing hospitalizations and improving the quality of life and, you know, for an accounting major, that's certainly something I can get behind.   00;08;18;00 - 00;08;42;02 And, you know, the mission and kind of what we're doing, it feels really good. What does a typical day in your shoes look like? So like many companies in the pandemic, we went remote. So I have a little office that I use in a coworking space and I bring my puppy with me and we have a lot of meetings.   00;08;42;02 - 00;09;07;10 So back-to back-video meetings, I do a lot of meetings direct with one on ones, with my direct reports. We are constantly meeting with our EY tax team, Connor Group accounting specialists, so treasury and tax report through me. And then I just took on the FP&A function as well. So, this week was a lot of meeting with department heads to try and craft our budget.   00;09;07;12 - 00;09;34;04 But I find my typical day is really helping my team make good decisions and collaborative points of view and just making sure that we're prioritizing the right thing at the right time. Because like so many companies growing as quickly as we are, you know, you're this can be really long and kind of helping decide what comes first and what can come when, as you know, is a really big part of my job when I also have the puppy.   00;09;34;04 - 00;09;57;04 So she's as cute as can be. And we try and get out of some walks in between all of the meetings. Yeah. So for our frequent listeners, the puppies she's referring to is actually the guide dog puppy that attended SuiteWorld that we talked about in our SuiteWorld. recap. We are obsessed with Mayberry. I think she might be the new NetSuite mascot she's so sweet.   00;09;57;04 - 00;10;19;10 So she's training to become a guide dog for the blind. And I'll have her through next June. And she's part of the Walnut Creek Club here in the San Francisco Bay Area. And she's just a little delight. So her having her experience SuiteWorld in Vegas, I think opened her eyes. I mean, she's doing really great.   00;10;19;12 - 00;10;53;13 She did so good. She was all scared of the casino. Yeah, we all are. So Vytalize Health has this crazy growth trajectory. So the company ranked number one on the Inc. 5000 across all industries after achieving $1.5 billion in revenue for 2023 and a three-year revenue growth rate of 90,778%. Can you delve into the Vytalize Health's growth story and how that all came about?   00;10;53;15 - 00;11;22;19 Yeah. So Megan, work with me here on some math backwards. So to get to 1.5 billion, that means we started as a single health care practice. So we had one practice. It was in Rockland, Maryland, and it still exists, but we've grown from about one medical practice to over 200, I'm sorry, 2600 primary care physicians. We found that we were very good at these additional services.   00;11;22;19 - 00;11;49;15 Right. The care coordination and helping the physicians make better decisions. And instead of growing our own practices, the business went through kind of the modeling approach that we would instead partner with physicians and they would join our value based care program, which is it's called Accountable Care Organizations. So those practices joined our ACO and we taught them value-based care.   00;11;49;18 - 00;12;18;21 And through that we shared a part of our savings with them. And in that model, we were really able to grow quickly. So we went from, you know, just a few thousand Medicare beneficiaries to now over 260,000 patients. And that's a staggering number because we're probably taking care of someone that, you know, and it's part of Medicare's goal to have every Medicare patient in an ACO by 2030.   00;12;18;24 - 00;12;41;04 So for people who don't know what value-based care is, all of the sudden they must participate in value-based care by 2030, in six years we'll be there. And Vytalize is really helping with that transition. And it's working. It's working really well. We're seeing a lot improved outcomes for patients and decreased hospital hospitalizations. And yeah, it's going really well.   00;12;41;10 - 00;13;06;23 Yeah, clearly, clearly clear. So were there any challenges that came with this rapid growth? And if so, how did Vytalize help tackle them? Do you remember Facebook? They used to have this tagline and slogan and it said, ‘Move fast and break things,' right? And I was googling it recently and I was like, I think they have abandoned that tagline.   00;13;06;25 - 00;13;35;10 Yeah, maybe with the move to Meta, they're like, Yeah, maybe not and break things. Yes. So that's the hardest part, right? Is because you can move too quickly and break things and sometimes that's an okay thing. But a lot of the times we should really be adding a lot more thought, a lot more time and a lot more considerations to some of the larger decisions that are going on.   00;13;35;10 - 00;14;02;29 So really, to me, the biggest challenge with this rapid growth is taking the time and the thought process to really think through decisions and not move as quickly as you can. So one of the other things that we've done to kind of circumvent that is adding a policy and procedures committee and a policy and procedures role in our organization.   00;14;02;29 - 00;14;37;20 And I'm not going to take any credit for that because it was already in existence and it was already working really well. But we were able to then write some policies pretty early on that helped our controls and helped our vendor contracts who could engage if vendor who could approve a payment. And a lot of those early policies and we're still writing them, but a lot of those early policies helped us, you know, be able to go to the rest of the business and say, ‘Hey, you know, you can't X, Y, Z because of this policy' or ‘You can, but you must do it in this way.'   00;14;37;24 - 00;15;07;28 And kind of making that consistent across the organization was really helpful for me. Well, that kind of leads into a good question for our listeners here. Any best practices for companies that might be looking to grow or any pitfalls to avoid? I think growth in general is having good technology to scale, right? So how do we make something a repeatable process and how do we put it in a system to be able to make it repeatable?   00;15;08;01 - 00;15;39;14 My app director, Lisa Kemper, and I joke all the time that life is full of one-offs, right? Like this is all a one off and if you're tackling something over here and over there, you would need 300 people in your accounting department to be able to support all of the one-offs. So, we very much we do use this Policy and Procedures Committee, but we're also standing up a lot of our tech products and using NetSuite to be able to get, you know, some standardization.   00;15;39;14 - 00;16;07;11 But also I'll call it kill the one offs, right? We can't be doing an exception. Everything has to fit into a process and become part of the rule. And how has Vytalize Health been using NetSuite? Oh my gosh. We're big, you know, signing some new statements of work all the time. So, yes, I love it. I know the one we just signed was the budgeting and planning tool right now.   00;16;07;11 - 00;16;33;05 So we started with the financials and budgeting and planning. But I would say we're really starting to use a lot of the subledgers in the way that they were intended to be used, and that has been really helpful for us. So, our biggest NetSuite, and I spoke about this at SuiteWorld, is our bank reconciliations. We have, you know, 47 bank accounts and transactions galore.   00;16;33;11 - 00;16;58;00 Right? And sort of as we talk about standardization and automation and killing, the one offs, what we're doing is making sure that we can put something in a process and make it repeatable. And the bank reconciliation module has started to learn the way that we're matching off our bank recs and the way that we're matching off transactions. And it will start to do that for us.   00;16;58;00 - 00;17;21;05 So every time we make a bill payment debit this account credit that account it learns it and then it'll just do it in the background and then we approve it. So this used to take three people their whole full-time job. Not to mention there are a lot of errors in this process. And now that we actually turned on the bank rec module, it's kind of all working for us in the background.   00;17;21;05 - 00;17;47;26 And I was even talking with my accounting manager, Kelly Allen, and I said yesterday I was like, Kelly, how's the bank matching going? And she's like, ‘You know, I don't even hear about it.' It's really working for us. And, and it's been helpful to start to automate these things so we don't have to think about it. And it previously it just felt like we were playing catch up, you know, 45 days.   00;17;47;29 - 00;18;06;14 It would take us to close the books. And, you know, 45 days ago was the end of August or August is long gone by now. Right? We're making business decisions all the time. Do we need more? You know, funding from investors? We want to take a loan, whereas, you know, where are these larger payments coming from? We're going to we can't wait 45 days for anything.   00;18;06;14 - 00;18;32;25 So it's helped us, you know, make some real-time decisions. Well, why is having a strong tech stack so important for Vytalize Health specifically and how did it perhaps help facilitate some of the massive growth that you mentioned previously? We had a previous controller at Vytalize and every time we needed financials, he would say, okay, like I need three days.   00;18;32;27 - 00;19;02;08 He would take, you know, we had QuickBooks and, you know, it was the right size and shape for us when we started. So, we're using QuickBooks and he would take three days to prepare a consolidation and then to do the elimination journal entries. And that was a very manual effort. And three days of those financials and, you know, the manual errors that could exist.   00;19;02;08 - 00;19;23;13 And, you know, it was almost like, well, I don't need it anymore that I asked for that three days ago. We've moved on. That wasn't at least, you know, last week. So finally I looked at him and I was like, we have to get this in NetSuite and we have to do like journal entries and post them on the system.   00;19;23;13 - 00;19;43;21 And, you know, we're going to need elimination entries and we're going to need to have this reporting in a moment's notice. And, you know, when we ask for the report, I need it in 20 minutes, not three days. So we moved it all into NetSuite We've also gotten a tool called Workiva and Workiva connects to NetSuite.   00;19;43;21 - 00;20;09;08 And I'll give a shout out to Ryan Mueller, who's our senior manager of tech accounting and NetSuite syncs with Workiva so we can produce financial statements and reports at a moment's notice. And I can say, you know, I want the Q2 report to investors and I want that Q2 report to include these entities and Workiva pulls the information from NetSuite.   00;20;09;08 - 00;20;32;08 And then we can have it ready for an investor immediately. And that has really been a game changer for us. We do a lot of reporting. We have board members and boards of each of our ACOs, so there's about six of those. We need frequent reporting for about six different entities. And then on top of that, we're supporting an audit from Deloitte right now.   00;20;32;08 - 00;20;58;13 For us to pull all of this reporting very quickly and only, you know, I have a team of five here in the US doing accounting, and that is really essential for us to have these tools so that we can, you know, keep our headcount costs low, keep the work interesting for the people that are here, and be also, you know, be providing that to investors.   00;20;58;15 - 00;21;24;18 NetSuite by Oracle, the number one cloud financial system is everything you need to grow all in one place. Financials, inventory, HR, and more. Make better decisions faster so you can do more and spend less. See how at netsuite.com/pod. Well, can you imagine the poor controller just getting an email saying, ‘Hey, we want the numbers' and thinking, ‘Well, there goes three of my days.'   00;21;24;21 - 00;21;47;29 My god, I'd be dreading emails. Yeah. And, you know, sad story about QuickBooks. You have to have separate legal entities. So, we had 16 legal entities that he had. Like, you can't run a report. So we got a bolt on tool. So it's fun. But you know, just to sort of highlight like if you think you can do it, it could probably be done.   00;21;47;29 - 00;22;13;10 So moving to the new technology helped us immensely. Yeah, thank god. Thank god for saving the controller on a click of a button. We've kind of alluded to this, but you participated in a keynote with NetSuite Founder and EVP Evan Goldberg at SuiteWorld this year. What was that experience like? It was so cool. That was really just kind of a highlight for me.   00;22;13;15 - 00;22;35;08 I think the best part was people coming up to me afterwards and saying, you know, they resonate with my message or, you know, they really liked whatever point I had to make. And, you know, yeah, it's cool to be on stage and meet Evan. But really, for me, it kind of came full circle when people, you know, could kind of even tell me back what I said, did I say that?   00;22;35;10 - 00;22;57;26 But yeah, that was that was a really great experience and, you know, fun to kind of share how Vytalize is doing. And, you know, this big award has, has really opened a lot of doors for the company as well. One of the anecdotes really stuck out to me personally in your keynote with Evan was how someone on your team essentially automated himself out of his job doing bank reconcilations.   00;22;57;28 - 00;23;21;26 But he ended up moving to FP&A, which arguably more of a value add for the company. So as more manual task and accounting and finance are automated, what do you think the future of those functions will look like? Yeah, and I have this funny title. My title is global, which you know, often means it's a global company.   00;23;21;28 - 00;23;48;29 But for me, this global title is actually represents to the people on my accounting team and we are all over the world. So the individual who automated himself out of his job, Dether, sits in the Philippines. So it's kind of this added layer, Meggan, that, my goodness, an outsourced role in the Philippines, just automated himself out of a job.   00;23;49;01 - 00;24;21;13 But the people are working to offshore stuff, but like my offshore person is working to automate. And just a quick update on Dether: he has been so helpful with the budgets for us. We are going through our budgeting process right now, as so many companies are, and that budgeting process is really leading to a lot of great conversations with our department heads about what costs we're needing, what vendors we're going to be needing for next year, what strategic initiatives do we have to plan more costs for, where is more revenue to compensate for that?   00;24;21;15 - 00;24;45;29 And he has been so incredibly helpful in that role and I think it's very fulfilling for him so often times, you know, what is the future of the function looks like? It just looks like it's at a higher level and we are starting at the baseline is just moving up, right? So your entry-level position is just doing higher quality work.   00;24;46;01 - 00;25;10;07 Hopefully fewer tears in the audit room now. I think the tears will exist, but I do think people will have a more fulfilling job, start for themselves right out of college or right into the workforce. What skills do you think will become must haves and kind of this new normal? Yeah, I think the go-to skill for me is just a willingness to learn.   00;25;10;10 - 00;25;44;25 You know, I think I even told Evan on stage I don't know everything and I really don't, but at least I know where I can look it up. Or I might know who to ask or, you know, in me and in my team is this willingness to learn and the willingness to change. And I think kind of that positive outlook and that positive environment is something that will forever be a must have, especially as we have all these new these new automation ideas and everything that's new and exciting.   00;25;44;27 - 00;26;09;28 We really just have to embrace it. And getting a little more granular here. What are you looking for when hiring talent? Are there any kind of talent gaps that you are trying to fill? Yeah, and I think especially as a scaling company, I think in any organization you often wear many hats, but as I'm scaling, I'll just use my senior manager of accounting projects as my go to example.   00;26;09;28 - 00;26;36;25 But I'd worked with him before and when I hired him I was like, ‘I just I need help.' And the first thing he says, all the time, Rob Dulgarian, is how can I help? And it's this willingness to learn new skills and the willingness to you know, get in and get your hands dirty, figure something out and, you know, kind of right size, whatever it is that you're working on that.   00;26;36;28 - 00;27;08;13 And that's a skill that the skill that I'm looking for when I hire people, you know, people we have people in Jordan, we have people in the Philippines, and we have people in the US, and kind of across the board. Anytime we're hiring, that's really what we're looking for is, you know, I've never done that before and I don't know how I'm looking for people that say, you know, I've never done that before, but let me explore, you know, how it's just this really positive outlook and where we are.   00;27;08;13 - 00;27;39;27 We especially get that from our global team members. They're just ever so, ever helpful. How do you assuage some of the fears in your team and your leadership, whatever it might be, about being automated out of a job? How do we get people to kind of embrace automation and AI and not really fear it? So I admittedly was unsuccessful at this at my last position, and I have been unsuccessful at this before.   00;27;39;29 - 00;28;24;18 I think it takes the tone from the top and really having, you know, the board, the C-suite, your investors, having those individuals excited and ready to embrace change is where it starts from because not to throw a cliche out there, but it really will all trickle down and having them excited and on board. At my last job, I think the only one that was excited and on board and it was really hard to get change, to get people excited about doing something else because, you know, they often have fear of losing their position and that that fear is very normal and very understandable.   00;28;24;18 - 00;28;51;05 But I think that as long as the, you know, the top of the company is willing to be flexible and encourage that change, I think it'll be a lot more effective. The accounting profession, it's been the news recently due to a shortage of professionals entering the role. So as a leader in accounting, how do you think companies can combat that shortage and attract accounting talent to their teams?   00;28;51;10 - 00;29;17;13 I feel like I'm going to bring this answer back to your previous questions, right? So it feels like automating and, you know, kind of holistically globally, looking at the talent workforce that's there. I mean, I think that's how companies are going to be able to continue to succeed. I kind of saw at the tail end of my career at EY how it was harder to get new accountants in.   00;29;17;13 - 00;29;57;15 And then also combined with COVID, was very difficult to start training people without being without being on site and in the same place together to be able to train. So, you know, from my perspective, I think it'll flex and change over time. Maybe I should teach some more accounting classes and get people excited about being accounting majors. But, you know, I, I do very much think it'll be a combination of roles like global accounting roles throughout the world, combined with this idea of people really embracing and getting change and automation and up and running and tech stack too.   00;29;57;15 - 00;30;31;17 I think one of the other things I wanted to mention is that we've been using Numero and Numero is a tool that we've used through Connor Group. And what Numero does is extract key terms out of documents and summarize technical accounting. So we're using AI to write our technical accounting memos, future state, and we're using a lot of this AI to kind of take and develop things that we would have done manually.   00;30;31;17 - 00;30;56;04 And you don't even think about how manual it is to create a technical accounting memo. But, you know, if I can give this bot a topic and my three lease agreements that can write an ASC 42 memo for me and you know, how cool is that? Because basically what we're doing then is taking the people who used to prepare the work and making them reviewers instead.   00;30;56;06 - 00;31;16;22 And I do think there are some additional challenges of like, how do you review something you've never prepared? But, you know, I think it'll create higher value work earlier in the process for people when they're launching their accounting careers. Yeah, I think taking some of the tedium out of it is going to be huge. So much tedious.   00;31;16;24 - 00;31;38;29 So much teedious staff work. Yeah. And now we have technology. Yeah. I wish I were starting my career now. I think I might consider an accounting career. If we had the. No, I would be terrible at accounting. I'm not organized enough. But then again, I could talk you into it. But maybe someday. But not today. I do come from a family of accountants.   00;31;38;29 - 00;32;06;02 Unknown My family is in medicine. So some helpful lessons for me. Yeah. For a health care company. Yeah. You blended it. Yes. So it was both. Well, we're kind of like coming up on the end of the year, so I wanted to pick your brain kind of around your 2025 agenda. So as SVP of accounting, what are your top priorities going into 2025?   00;32;06;05 - 00;32;32;07 So we are building out all kinds of really great reporting. So we're using the NetSuite Budgeting and Planning tool to also do our financial reporting for us. So what we're doing this year is building our budgets and we're building them at the vendor level. So it'll be able or it'll give us the opportunity to really analyze our budget versus actual at a new level that we've never done before.   00;32;32;07 - 00;32;57;25 So we're pretty excited about that. And then also meeting more regularly with our department heads to be able to have them reflect on how the month went, but then also make any changes in the future, planning for their new hires and any vendor expenses they have. And really, you know, having a well thought out budget and meeting that budget in 2025 is really our biggest priority.   00;32;57;28 - 00;33;22;22 Well, that's huge because, I mean, we keep writing about it, but the role of finance and accounting is becoming so strategy driven, so much about partnering across the rest of the business instead of kind of, you know, reporting after the fact to everyone. It's like working with them and collaborating during the process. Yeah, yeah. And seeing what new contracts are in the pipeline.   00;33;22;22 - 00;34;00;09 How are we going to take those contracts and pull certain levers to be able to maximize them? Yeah, there's a lot to kind of account marrying together, accounting and finance. Are there any challenges that you are worried about or anticipating? Yeah, I think the making sure that as an accounting department we remain inserted into each of the other operating units of the business and that we're working closely with the finance team and kind of ears to the ground with what's going on and when and being able to influence and do that at a much earlier time period.   00;34;00;09 - 00;34;36;21 So I am I am anticipating that to be a new challenge for us. But yeah, we're excited to work on that. And actually, my same bank reconciliation manager who used to do that, this is his new job instead. So we'll hopefully report back on how it goes with his new role. I love it. As advanced technologies such as AI, machine learning, RPA, all that proliferate, do you have any plans to upskill or reskill your existing workforce in the next year and how are you anticipating going about it?   00;34;36;28 - 00;35;07;20 Yeah, so Megan, this answer just makes my heart sing. So we are using our offshore Philippines team to use AI. So our offshore team is going through all of the contracts for us and they're using an AI tool, actually the same AI tool Numero. They're using that tool to go through all of the key contracts that we have and extract the key terms of the contracts.   00;35;07;23 - 00;35;44;07 That is a very typical, you know, staff one accountant role, right? That's what I did as a staff one accountant, and that was my whole job. So now it's been done by a computer. So cool. And it's being reviewed by, by somebody who's offshore and that I mean, it just really makes my heart sing because we're taking this lower-level work and giving more interesting work to the people who are onshore because now they're looking at these contracts and doing things in a way that that they wouldn't have the opportunity to do.   00;35;44;07 - 00;36;05;06 It's often hard to review your own work, right? So now we're getting new skill. We're just going to upskill the people that we have. I think our business right now, we're mainly focused on the current contracts that we have and then expanding our patient population within those contracts. So we're not necessarily taking on new physician practices.   00;36;05;06 - 00;36;28;06 So I think our accounting department will stay steady, but that is the thing we always like to keep on top of our finance folks to see how are we growing the business and how should we grow our accounting department as well. From a broader technology perspective, do you have any goals going into the next year? Yeah, I think just the great financial reporting.   00;36;28;06 - 00;37;01;16 And then we also have Salesforce as a system, and I was super excited to see Evan announce that Salesforce integrations are going to be made a lot easier. So from a tech stack perspective, we are going to start getting the information from Salesforce into NetSuite. And we're yeah, we're pretty excited about that because there's a lot of work that we do with onboarding our customers and that customer onboarding happens in Salesforce, but then it should become part of the customer record that's in NetSuite.   00;37;01;16 - 00;37;30;16 And right now, that's a manual process for us. So having Salesforce integrated would be, would be a really nice to have. Does Vytalize House as a whole company have any overarching objectives going into 2025? Yeah, so very much pure and stable growth. We are really focused on keeping the current physicians that we have and, and as I mentioned, the patients that we're serving or the Medicare patients.   00;37;30;16 - 00;37;56;01 Right. So if you imagine the doctor physician that you go to is your primary, maybe that primary care physician has 2000 patients and 500 of them are Medicare patients. Right. So those 500 lives, that's what's included in our count, right? That 260,000 that I mentioned before. So what we're trying to do next is get access to the other patients.   00;37;56;01 - 00;38;19;19 Right. That would look like contracts with Blue Shield or contracts with Aetna and other payers to be able to influence care over those lives as well. So I'll call that organic growth because we already have those relationships with the PCPs in place. But what we're wanting are contracts and relationships with the other payers, so that that's 2025 for us.   00;38;19;19 - 00;38;39;13 It sounds so exciting. I know. I feel like this business was so hard for me to understand and like the 10th time someone explained it to me, I got it. So I'm sure you guys are getting it in more than more than ten Innovation items. But yeah, it is a really exciting business here. We're thrilled to be a part of it.   00;38;39;17 - 00;39;12;14 Wrapping up here, just you have such a fascinating story coming in, like coming in and working for this high growth company. Is there any final thoughts or takeaways to leave our listeners with? Yeah, and one thing I do on my personal life is that I keep a gratitude journal and it helps me have a really positive mindset and having a positive mindset leaves me open for learning and growth of my personal development.   00;39;12;16 - 00;39;39;26 So I think that's one thing that's just really helped me to stay on top of my game of staying positive and kind of a can-do attitude. You know, I'm certainly not that way all the time. And sometimes my team shakes and says, Just pull back together. But I do really think that, you know, kind of being grateful for where we're at, how well we've done shapes us to have some positivity going into our next chapter for finals.   00;39;40;00 - 00;39;59;02 I love it. What a good note to end on. So being grateful really keeps you open for learning more. Jess, thanks so much for joining us. We really appreciate it. Yeah, thanks for having me. And again, I really am grateful for the opportunity. All right. Back to my journal today. Thank you so much, Megan.   00;39;59;06 - 00;40;26;21 Yeah, thank you. That brings us to the end of another great episode. It's such a great opportunity to get the perspective directly from a high-growth company and from someone like Jess, who has been there and facilitated so much of it. I think it was especially rewarding to hear how she personally was starting to implement AI in the accounting department to increase efficiency as the company expands.   00;40;26;23 - 00;40;47;10 Huge thanks to Jess for taking time out of her busy schedule to chat with us. And as always, a big thanks to our wonderful editing team over at Oracle and to all of you for tuning in. If you want more episodes just like this one, make sure you subscribe to our channel and give us a rating and review until next time.   00;40;47;13 - 00;40;59;08 You just listen to the NetSuite Podcast. Be sure to tune in every week with more NetSuite developments, stories, and insights into the benefits of one integrated system to help you run your business.

The Lower Aetna is a band that recently released PINE, an album that evokes Springsteen, outlaw country, Gaslight Anthem, all while telling stories of queer longing in the Pine Barrens. It rules so hard and you can find it at https://theloweraetna.bandcamp.com/album/pineWe were lucky to talk with Dylan from The Lower Aetna about how these songs came to be, how growing up in Medford Lakes affected his songwriting, why buffalo sauce is secretly a very popular Jersey foodway, and much, much more.  Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

Medicare's largest accountable care program saved the federal government more than $2 billion dollars last year. CVS bucks the retail-healthcare contraction trend and announces expanded primary care services for its Aetna members at its MinuteClinic locations in certain markets. And, Cigna's CEO brushes off Humana purchase rumors in a call to investors. We'll get that story—and more—coming up on today's episode of the Gist Healthcare podcast. Hosted on Acast. See acast.com/privacy for more information.

Welcome to an interview with the co-author of the book Personalized: Customer Strategy in the Age of AI, David C. Edelman. This book is a playbook for delivering true personalization at scale that will help executives learn how to put personalization at the center of their strategy and accelerate growth. BCG's Mark Abraham and HBS's David C. Edelman describe five promises of personalization: Empower Me, Know Me, Reach Me, Show Me, Delight Me.   David C. Edelman is a senior lecturer at Harvard Business School, an executive adviser and board member to brands and technology providers, and an adviser to BCG. Previously, David was chief marketing officer at Aetna and has worked with dozens of companies on personalization, AI, and agile marketing at BCG and Digitas. Forbes has repeatedly named him one of the Top 20 Most Influential Voices in Marketing, and Ad Age has named him a Top 20 Chief Marketing and Technology Officer.   Get David's book here: https://shorturl.at/Qj6Ys Personalized: Customer Strategy in the Age of AI   Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

Summary The conversation delves into the complexities of Medicare Advantage plans, highlighting concerns about their effectiveness and the implications of recent changes in coding. The panel discusses the challenges faced by patients under these plans, the deceptive marketing tactics used, and the potential shift towards remote patient monitoring as a solution for chronic condition management. The discussion emphasizes the importance of understanding the differences between Medicare Advantage and traditional Medicare, particularly in terms of patient access to care and the quality of services provided. In this conversation, the panel discusses the complexities of medical necessity in remote patient monitoring (RPM) and the challenges faced by healthcare providers in navigating federal and state regulations. They emphasize the importance of understanding medical necessity, adhering to payer policies, and the implications of compliance in healthcare. The discussion highlights the disconnect between providers and regulatory guidelines, the need for clear communication, and the consequences of non-compliance. Takeaways Medicare Advantage has a checkered history with inflated coding data. CVS's financial issues are linked to Aetna's Medicare Advantage business. Medicare Advantage plans are facing scrutiny for pre-authorization practices. The shift to Medicare Advantage may not benefit all retirees. Medicare Part B offers more direct access to care than Medicare Advantage. Deceptive marketing tactics are prevalent in Medicare Advantage advertising. Patients need to be educated about their Medicare options. Changes in coding have significant implications for Medicare Advantage payments. Concierge medicine is emerging as a trend within Medicare Advantage. Remote Patient Monitoring (RPM) is gaining traction for chronic condition management. Practices need to fully grasp medical necessity for RPM. There are still deficiencies in guidance from CMS and HHS. Medical necessity is often lost in ambiguous regulations. Providers must understand the implications of their actions. State laws can trump federal guidelines in healthcare. Telehealth consent requirements vary by state. Healthcare compliance is complex and multifaceted. Providers should seek clarity on regulations from their administrators. Ignorance of regulations can lead to serious consequences. It's essential to follow the specific guidelines of your MAC.

IntroductionLIVE from your ESG USB-C DIY LOL DEI Vape Pen, it's a Business Pants Friday Show here at October 18th Studios, featuring all of your favorites: AnalystHole Matt Moscardi! On today's weekly wrap up: Meta employees have acne but don't call CVS's Karen Lynch, meth-flavored TikTok, 3-headed CEOs, and even one-headed CEOs named Jamie that love to talk Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Story of the Week (DR):CVS ousts CEO Karen Lynch, names Caremark head as new chief DR MMCVS Health Corp. named David Joyner as its new chief executive officer, ending a tumultuous tenure for current CEO Karen Lynch at the pharmacy giant.Longtime executive Joyner, 60, took over Thursday, according to a Friday release. The move comes after the company repeatedly missed earnings targets, setting off unrest among shareholders that spilled into public view in recent weeks.Last month, major CVS shareholder Glenview Capital began a significant push for changes at the company, CNBC previously reported.CNBC reported last month that CVS' board had engaged strategic advisors to weigh its options, including the potential of a breakup of its insurance and retail businesses.Joyner most recently oversaw the company's pharmacy services business as president of CVS Caremark, a similar position to the one Lynch held before she assumed the top job in February 2021. He began his career at Aetna in pharmacy benefit services and previously held the role of executive vice president of sales and marketing at CVS Health.“We believe David and his deep understanding of our integrated business can help us more directly address the challenges our industry faces, more rapidly advance the operational improvements our company requires, and fully realize the value we can uniquely create,” Chairman Roger Farah said in a statement.Lynch also stepped down from the company's board of directors this week, the company said Friday. Joyner will take a seat on the board, and Farah will assume the role of executive chairman.FFA: Karen Lynch (16%) vs. Roger Farah (16%)Meta fires staff for abusing $25 meal creditsMeta recently fired some employees for misusing a Grubhub meal perk.Roughly two dozen employees were terminated for abusing the company's meal credit system.The Grubhub perk is intended to support employees who work at locations where free meals aren't provided by a cafeteria or when employees work late and need food delivered to the office.Instead of purchasing meals, some Meta employees used the $25 credit to order other items, including laundry detergent, wine glasses, and acne pads, the person familiar with the situation said.The roughly two dozen staff were fired for a repeated pattern of misuseAmazon invests in nuclear energy, hot on the heels of Google and MicrosoftBig Tech continues to go nuclear as the artificial-intelligence boom drives energy demand to new heights.Amazon announced on Wednesday that it's anchoring a $500 million investment for X-energy to develop small, advanced modular nuclear reactors, which would provide carbon-free power for some of its data centers.Microsoft last month helped advance a plan to reopen the Three Mile Island plant, the site of one of the worst nuclear disasters in US history, and Google on Monday announced a partnership in small-modular-reactor tech with Kairos Power.A Sam Altman-backed nuclear power stock soared 150% in a monthParamount Will Allow Its 3 Co-CEOs to Resign and Receive Severance If They Are DemotedWith Paramount Global poised to be taken over by Skydance Media in 2025, the three execs running Paramount as co-CEOs — George Cheeks, Chris McCarthy and Brian Robbins — now have an additional provision in their employment agreements that will let them quit and receive severance benefits if they are demoted from their co-CEO roles.In addition, Cheeks, McCarthy and Robbins were each awarded grants of $3 million worth of restricted share units Prior to securing the deal with Skydance, Paramount dismissed former CEO Bob Bakish and formed the three-member Office of the CEO effective as of May 1 comprising: George Cheeks, president and CEO of CBS; Chris McCarthy, president and CEO, Showtime/MTV Entertainment Studios and Paramount Media Networks; and Brian Robbins, president and CEO of Paramount Pictures and Nickelodeon.guaranteed severance payments equivalent to two times their annual base salary plus twice their annual target bonus amount, among other benefitsFor Bob Bakish last year that severance would have amounted to nearly $50MThe change in compensation comes at a time when Paramount is aiming to reduce annual costs by $500 million ahead of its merger with Skydance Media. As part of these cost-cutting measures, Paramount started job cuts in August and plans to lay off 15% of its U.S.-based workforce in three phases by the end of the year."US judge orders Boeing, DOJ to detail diversity policy before deciding on pleaA federal judge on Tuesday ordered Boeing and the U.S. Justice Department to detail the impact of diversity and inclusion policies on the selection of an independent monitor before he decides whether to accept the planemaker's plea deal.While ordering DOJ and Boeing to respond to a series of questions about the diversity and inclusion policy and how it might affect the selection of an independent monitor, he also pointed out that it was not a disputed facet of the plea agreement."Critically, Boeing did not voice any objection to this provision," the judge said in his order.O'Connor also wants the planemaker to detail how its existing diversity, equity and inclusion policies "are used in its current compliance and ethics efforts."U.S. District Judge Reed O'Connor held a hearing Friday as he considers whether to approve Boeing's agreement to plead guilty to conspiring to defraud regulators. The deal would include oversight for three years by an independent monitor.Reed Charles is a United States district judge of the United States District Court for the Northern District of Texas. O'Connor has become a "go-to" favorite for conservative lawyers, as he reliably rules against Democratic policies and for Republican policies.Elon Musk is bringing lawsuits to Texas. A judge with Tesla stock keeps hearing themBillionaire Elon Musk seems to have found a new favorite federal judge: Reed O'Connor in Fort Worth, Texas.Musk's social media company X has filed two major lawsuits against groups he sees as antagonists, and O'Connor is presiding over both of them, even though none of the parties is based in Texas.So far, O'Connor has delivered stunningly pro-Musk decisions, which have gained widespread attention.What has garnered less attention: O'Connor's investment in Tesla, between “$15,001 and $50,000” of Tesla stock, according to his most recent publicly available financial disclosure filing.The order is the latest hurdle Boeing faces to avoid a potentially embarrassing trial and plead guilty to misleading the Federal Aviation Administration and violating a 2021 deferred prosecution agreement.Assholiest of the Week (MM):SEC charge hinges on director's lack of ‘social independence' DR MMYou're kidding SEC - on average, 20% of every US large cap board is connected inside two degrees JUST FROM OTHER BOARDSWe just covered Parker Hannifin on our show Proxy Countdown and found that 100% of the board worked within 250 miles of one another, and 40% of them were from Ohio!Where are the regulations on this? If you're policing social independence, barring directors from future directorships, just because it wasn't disclosed - NONE OF THEM ARE DISCLOSED!It can't be that a former employee of the company like Leslie Kilgore on the Netflix board, who worked under Reed Hastings AT NETFLIX from 2000-2012, can NOW be considered “independent” on a board… WITH FOUNDER REED HASTINGS… and not have a lack of “social independence”?Digital tobaccoTikTok knew its algorithm harmed kids, accidentally revealed internal documents show14 states are suing TikTok35 minutes from starting use of the app to addiction - that's faster than meth where dependency can take days to weeksMeta must face US state lawsuits over teen social media addictionVOTE EVERY DIRECTOR ON A DIGITAL TOBACCO COMPANY BOARD OUT OF EVERY OTHER BOARD THEY SIT ONThere are 40 directors of Alphabet, Meta, Snap, and PinterestThose directors have 72 directorshipsThere are 22 of them that have directorships on other boardsEliminate OTHER dual class asshole companies, and you have 15 directors to vote out - stop selling digital tobacco or you lose your jobUnited Airlines (NASDAQ:UAL) Board of Directors Approves Share Buyback ProgramFour years ago we bailed out the airlines after UA posted a 6bn loss followed by a 1bn lossThe last year net income declined 15% to less than 1bnThe highest TSR performer on the board that approved this has a history of .488 batting average - meaning they are below average of .500 - and they are the HIGHEST ON THE BOARDOf the 13 bloated board members, two have earnings batting averages above .500 - the rest are all below .350!This is one of the worst performing, most interconnected boards in America - and they are spending over $1bn they don't have to grease the palms of investorsYou can send thank you notes to Vanguard (14% of shares) and Primecap (9% of shares) when they stop serving you hot food and force you to sit in an overhead binGoodliest of the Week (MM/DR):DR: Teen tobacco use falls to 25-year low as fewer pick up e-cigarettesDR: Union petitions skyrocket under Biden, doubling for the first time in 50 yearsMM:Supreme Court Allows E.P.A. to Limit Power Plant EmissionsMM: JPMorgan's Dimon Says Economy ‘Remains Resilient'Headliniest of the WeekDR: JPMorgan CEO Jamie Dimon Says We Shouldn't Put Our Heads In The Sand, 'We Have To Find A Better Way To Help The People Who Get Hurt By AI'Jamie Dimon suggests he'll remain at JPMorgan for a very long time: "I intend to be doing what I'm doing — I almost guarantee I'll be doing this — for a long period of time, or at least until the board kicks me out"MM: JPMorgan CEO Dimon says cash is very valuable when the future looks ‘treacherous'Who Won the Week?DR: 3-headed CEOsMM: The Shareholder Primacy podcast with Mike Levin and Ann Lipton - Activist Investors Are Podcasters NowPredictionsDR: Disney's post-Iger succession planning is to replace him with six-headed CEO:Chadwick "Chaz" Van Buren III – The overly confident CEO who insists on golfing metaphors during board meetings.Reginald P. Throckmorton – Always talking about the "good old days" and using phrases like "back in my day."Wellington "Wells" Haverford – A CEO who embodies the old-school, silver-haired corporate type with a massive corner office.Bartholomew J. Wainscott – A pompous executive with a fondness for outdated business jargon like "synergy" and "paradigm shift."Milton C. Kensington – Known for his oversized suits, outdated tech skills, and resistance to change.Horace F. Farnsworth – The CEO who refuses to retire, always seen with suspenders and a comb-over.MM: Kids start playing a new game called “Jamie Says” in which a kid says something louder and louder and everyone else called “the reporters”, writes them down furiously

Dave Edelman is a sought-after advisor on digital transformation and marketing, a professor, and an author. He teaches marketing at Harvard Business School and advises top executives on AI and personalization. Dave began his career as a young consultant at the Boston Consulting Group, where he coined the term “Segment-of-One Marketing.” Dave also guided Aetna (now part of CVS Health) as CMO through its transformation into a digitally oriented, customer-centric brand. Recognized multiple times by Forbes as one of the “Most Influential CMOs in the World” and by AdWeek as one of the “Top 20 Marketing and Technology Executives,” Dave has attracted over 1.1 million followers to his LinkedIn blog. His upcoming book, Personalized: Customer Strategy in the Age of AI, will be published by Harvard Business Press in October.On today's show, Alan and Dave discuss Dave's upcoming book and the importance of personalization for companies. They delve into the '5 Promises of Personalization,' exploring how effective personalization can transform a company's brand and value proposition over time. They also examine the key conditions required for successful personalization marketing, and how the personalization index can be used to assess and enhance a company's personalization practices. Additionally, they discuss how personalization can unlock the growth potential of AI.In this episode, you'll learn: The 5 Promises of Personalization and how they can add value to your companyHow AI can enhance personalized marketingTips around building trust, a key component to personalizationKey Highlights: [01:40] Dave's passion as a jazz player & how it parallels business[03:35] How Dave got into personalization[07:13] Why this book and why now? [09:03] Conditions needed for personalization [13:33] The 5 promises of personalization [18:40] Digging deeper into “Reach Me” [23:10] How trust factors in [25:33] How do you get better at “Delight Me”[28:44] Evolving your value proposition[32:00] Experience of your past that defines you[34:05] Advice to younger self[35:12] A topic that you and other marketers need to learn more about[36:27] Trends or subcultures others should follow[38:18] Largest opportunity or threat to marketers todayLooking for more?Visit our website for the full show notes, links to resources mentioned in this episode, and ways to connect with the guest! Become a member today and listen ad-free, visit https://plus.acast.com/s/marketingtoday. Hosted on Acast. See acast.com/privacy for more information.

Welcome to Strategy Skills episode 492, an interview with the co-author of the book Personalized: Customer Strategy in the Age of AI, David C. Edelman. This book is a playbook for delivering true personalization at scale that will help executives learn how to put personalization at the center of their strategy and accelerate growth. BCG's Mark Abraham and HBS's David C. Edelman describe five promises of personalization: Empower Me, Know Me, Reach Me, Show Me, Delight Me.   David C. Edelman is a senior lecturer at Harvard Business School, an executive adviser and board member to brands and technology providers, and an adviser to BCG. Previously, David was chief marketing officer at Aetna and has worked with dozens of companies on personalization, AI, and agile marketing at BCG and Digitas. Forbes has repeatedly named him one of the Top 20 Most Influential Voices in Marketing, and Ad Age has named him a Top 20 Chief Marketing and Technology Officer.   Get David's book here: https://shorturl.at/Qj6Ys Personalized: Customer Strategy in the Age of AI   Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

“Make every decision in your career on the basis of values and principles, and you will be successful.” Fernando Aguirre is the former CEO of Chiquita Brands International, and currently a Professional Baseball Owner - as CEO of the Erie SeaWolves (AA affiliate for the Detroit Tigers), and Vice-chair of Myrtle Beach Pelicans (Advanced A affiliate of the Chicago Cubs). Fernando also owned a minority position in the Cincinnati Reds for 14 years before divesting in 2019. Fernando got his start at P&G - where he worked for 23+ years - during which he was President of P&G Brazil. Fernando currently serves on several boards - some of which include CVS Health, Synchrony Financial, and Duke's Fuqua school of business. He's previously served on the boards of Aetna, Coca Cola, Levi's, Univision, and USC's Marshall School of Business. Fernando's been active in the Coach K Center on Leadership and Ethic, the International Board of the Juvenile Diabetes Research Foundation, received the NFL's Hispanic Heritage Leadership award in 2011. AND - He was the first Hispanic CEO to participate in CBS's Undercover Boss. In a spanning conversation of fantastic stories, get ready for some lessons learned across cultures, and around the world. This is a replay from one of our earliest episodes in 2021 - celebrating Hispanic P&G Alumni leadership this Hispanic Heritage Month. Got a favorite past guest, or idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

In this episode, Rushil Desai, President and CEO of Aetna Better Health of Illinois, discusses key trends in Medicaid managed care, including the integration of behavioral health and social needs, the impact of digital health solutions, and the future of value-based care. He also shares insights into the innovative programs improving access and equity for Illinois' most vulnerable populations.

This week on The CMO Podcast, Jim welcomes Ramon Soto, Chief Marketing and Communications Officer at Northwell Health, Based in New York, Northwell Health is one of the largest health-care providers in the US, with 21 hospitals, 900 outpatient facilities, 12,000 affiliated physicians, 87,000 employees, and 2 million patients a year. The Wall Street Journal recently featured the nonprofit company for its radically different approach to marketing their brand. Spoiler alert: it includes partnerships with Netflix, HBO and Hulu. Ramon has held his role for nearly 10 years–about triple the tenure of an average CMO. Ramon tried a variety of roles earlier in his career at ad agencies, a home-improvement retailer, and at GE. He landed at Aetna–now owned by CVS–in 2002 and has largely remained in health-care roles since then. Tune in for a conversation with a healthcare CMO who gleans a lot of inspiration from the Marvel Cinematic Universe!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mo Bunnell helps complex organizations grow by scaling business development skills across their organizations and creating agrowth-oriented culture. He's the author of The Snowball System, the host of the video podcast Real Relationships Real Revenue andthe founder of Bunnell Idea Group (BIG), who has trained over tens of thousands of seller-experts at over 400 clients, all over theworld.BIG's clients have used Mo and his team's GrowBIG® training to give their experts a system for growth that creates ravings fans,gives a comprehensive business development framework and is, dare we say, is fun to use.Mo started out his career as an expert himself, passing all the actuarial exams to earn their highest designation: Fellow of the Societyof Actuaries. Today, Mo gets most excited working with BIG's clients that usually fall into two camps: professional service firms likeKing & Spalding and Sotheby's and service-based companies like Aetna, Constellation Energy and TransUnion.Mo lives in Atlanta with his wife of nearly 30 years, his two daughters (when they're home from college) and their miniature donkey,Louie Hamilton.Key Takeaways-Success in business requires not only technical skills but also strong relational skills. -The concept of "the shift" emphasizes the need for individuals to transition from focusing solely on technical expertise to also mastering communication and relationship-building skills.-There is a distinction between "doing the work" (execution) and "winning the work" (relationship building and securing opportunities). Effective communication varies between these two contexts.-There are four steps for success:1 Focus on engagement2 Provide an experience of working with you3 Make clear recommendations for next steps4 Scale efforts based on expected long-term benefits-A shift in mindset from fear of failure to a focus on helping others can drive motivation and success.Join The “Now” Newsletter: https://now.katierichardson.com/newsletterAbout Katie Richardson:Katie, once a girl who just liked to have fun, transformed into a globally recognized designer and entrepreneur. With expertise in woodworking, welding, drawing, and sewing, she crafted her own path. Despite initial doubts and imposter syndrome, Katie defied expectations by establishing Puj, a business that now boasts its products in 2,000 US stores and 26 countries, delighting over 1 million customers worldwide. Her greatest aspiration is to inspire women across the globe. Renowned shows like the Ellen Degeneres Show, Rachael Ray Show, Today Show, and Entrepreneur Magazine have featured her, while influential figures like Martha Stewart, Matt Damon, Camilla Alves, Mario Lopez, Robert Downey Jr., Kourtney Kardashian, Bill & Giuliana Rancic, and Pam Beesley have embraced her products. Today, Katie is a coach, mother of four, wife, author, and powerful speaker.Connect with Katie:Website: https://katierichardson.com/CASE STUDIES: https://now.katierichardson.com/casestudyLinkedIn: https://www.linkedin.com/in/katie-richardson-creatorApple Podcasts: https://podcasts.apple.com/us/podcast/whats-working-now/id1515291698BuzzSprout: https://www.buzzsprout.com/1847280Spotify: https://open.spotify.com/show/2kV8cL7eTZ70UAXMOtcBbrNewsletter: https://now.katierichardson.com/newsletter

With Kentucky Gov. Andy Beshears in the national spotlight as a potential candidate for Kamala Harris's vice president, we wanted to revisit this conversation from 2021 with Andy Slavitt. As vaccine distribution continues to ramp up around the country, Andy calls up Kentucky Governor Andy Beshear to understand how it's all working on the ground in a state like Kentucky. Listeners have a chance to get “in the bubble” with Andy and Governor Beshear to hear their candid conversation about leading through this challenging moment, as well as how best to support communities as we work together to end the pandemic. Dr. Lisa is joined by Cara McNulty of Aetna and CVSHealth to talk tactics for reaching people in communities for their health care needs.  Keep up with Andy on Twitter @ASlavitt and Instagram @andyslavitt. Dr. Lisa is on Twitter @askdrfitz.    Follow Governor Beshear on Twitter @GovAndyBeshear.    Joining Lemonada Premium is a great way to support our show and get bonus content. Subscribe today at bit.ly/lemonadapremium.    Support the show by checking out our sponsors! Click this link for a list of current sponsors and discount codes for this show and all Lemonada shows: https://lemonadamedia.com/sponsors/  Throughout the pandemic, CVS Health has been there, bringing quality, affordable health care closer to home—so it's never out of reach for anyone. 

Learn more at cvshealth.com.   Check out these resources from today's episode:  Learn more about the NFL's COVID protocols for the 2021 season: https://www.nbcsports.com/philadelphia/eagles/nfl-covid-rules-could-mean-forfeits-fines-unvaccinated-outbreaks Read about Kentucky's “1-2-3 No Cost to Me” campaign to get more people of color enrolled in health coverage: https://www.courier-journal.com/story/news/politics/elections/kentucky/2020/08/11/state-launches-effort-get-health-coverage-black-hispanic-folks/3343542001/ Learn more about CVS HealthHUBs: https://www.cvs.com/content/health-hub Find a COVID-19 vaccine site near you: https://www.vaccines.gov/  Order Andy's book, Preventable: The Inside Story of How Leadership Failures, Politics, and Selfishness Doomed the U.S. Coronavirus Response: https://us.macmillan.com/books/9781250770165    Stay up to date with us on Twitter, Facebook, and Instagram at @LemonadaMedia.  For additional resources, information, and a transcript of the episode, visit lemonadamedia.com/show/inthebubble.See omnystudio.com/listener for privacy information.