Podcasts about Audit committee

DAMIONLet's start with a softball: Tesla's Europe sales plunge 49% on brand damage, rising competition. Who Do You Blame?ElonLiberals Who Hate ElonTrump 2.0The Tesla board (I'm looking at you Robyn and Kimbal)Apathetic Tesla investorsNobody. Share price is king. MMISS backs Dynavax directors in board fight with Deep Track CapitalDeep Track Capital, which is Dynavax's second largest shareholder with a nearly 15% stake, is pushing on with a proxy fight and wants new directors to prioritize development of the company's hepatitis B vaccine instead of pursuing new acquisitions."Vote for all four management nominees," ISS wrote in a note to clients that was seen by Reuters. "The dissident has failed to present a compelling case that change is necessary at this meeting."Despit that "There has been a stall in momentum" and that "the market has in no way rebuked the company's strategy" even though Dynavax's stock price has fallen 18% over the last 12 months.Who Do you Blame?ISS, for an inability to articulate big ideas with data.Dynavax's current board knowledge profile: while pretty balance overall with science-y stuff like Medicine and Dentistry (14%); Biology (15%) along with a reasonable amount og Economics and Acounting (12%), the board notably lacks Sales and Marketing (0%).Deep Track Capital nominee probably fits that bill: an experienced drug development and commercialization professional most as interim CEO/COO at Lykos Therapeutics, including overseeing the commercialization of Moderna's COVID-19 vaccine and marketing and sales at Sanofi PasteurISS, again, for ignoring the presence of 15-year director and Nominating Committee chair Daniel Kisner. Why is this guy allowed to maintain dominance over the selection of new directors?Especially consider the presence of fellow long-tenured director Francis Cano on the committee who is 80 and has served for 16 yearsCano had 29% votes against in 2018, but then only 4% in 2021 and 8% in 2024 The board's atrocious lack of annual elections. While the company celebrities the appointments of two new directors in early 2025, one of them, Emilio Emini, will not be up for shareholder review until the 2027 AGMCan I blame DeepTrack (14%), BlackRock (17%), Vanguard (7%), and State Street (6%) = 44%PepsiCo Is Pushing Back its Climate Goals. The Company Wants to Talk About ItPepsiCo said Thursday it pushed back by a decade its goal to achieve net-zero emissions from 2040 to 2050, as well as a handful of delays on plastic packaging goals, to name a few of the shiftsJim Andrew, chief sustainability officer, said PepsiCo's ability to make progress at the rate it would like to “is very very dependent on the systems around us changing.” He added the “world was a very different place” when it was working on these goals in 2020 amid a completely different political and regulatory landscape.Who Do You Blame?Pepsi's very large board of 15 directorsmost governance experts and research converge around an ideal range of 7 to 11 directors. Which really means 9?Beyond 11, boards often suffer from slower decision-making and diluted accountability.Pepsi's completely protected class of directorsAccording to MSCI data: no current director has received more than 9% votes against since the 2015 AGM. Average support is over 97%Despite hitting .400 overall (peers hit .581): .396 carbon (vs. 473) and .180 on controversies (vs. 774)The fact that the company is named Pepsico and not Pepsi which is kinda irritatingPepsi's Gender Influence Gap of -11%In fact, of the top 7 most influential directors, 6 are men with 68% aggregate influenceThe woman is Dina Dublon (11%), the former CFO at JPMorgan Chase, who has been on the board for two decades. I guess her experience as a director on the Westchester Land Trust is not enough to sway the gentlemen.The Land Trust is chaired by Wyndham Hotels director Bruce Churchill, whose experience at DirectTV must really be crucial in the protection of the natural resources of Westchester CountyWhat Makes a Great Board Director? It's Hard to Define, but It Has Rarely Been More Crucial. Who Do you Blame?The WSJ for still failing to define it appropriately despite being the effing WSJ!Proxy advisory firms, for not having the data that could better inform shareholdersThe SEC/listing exchanges for not requiring data that could better inform shareholdersEvery person in the world who does not use Free Float Analytics data2025 U.S. Proxy Season: Midseason Review Finds Sharp Drop in Shareholder Resolutions on BallotTrump 2.0Darren Woods and ExxonThe anti-ESG shareholder proponents for depressing us with their political theaterApathetic investorsMATTBall CFO to depart after less than 2 years in roleHoward Yu: The departure is not related to any disagreement with the Company on any matter relating to its accounting practices, financial statements, internal controls, or operations.Because everyone leaves in less than 2 years when they're happy? Who do we blame!:Ball's Audit Committee - only 29% of company influence, but maybe they're too busy to pay attention to the CFO at all? We know audit committee roles are hugely time consuming, so Cathy Ross (ex CFO FedEx) on two audit public audit committees, John Bryant (ex CEO of Kellogg) on FOUR audit committees, Michael Cave (ex Boeing exec from 787 Max days) on just Ball audit, and Todd Penegor (current CEO of Papa Johns) on THREE boards AND an acting CEOBall's Nominating Committee - 48% of company influence, maybe they suck at their jobs? Stuart Taylor, who's been on the board since 1999, Dune Ives, Aaron Erter, and… Cathy Ross and John Bryant, also on the audit committeeHoward Yu, who departed unrelated to “any disagreement with the Company” on anything he actually did thereCEOCathy Ross and John Bryant93% of U.S. Executives Desire Board Member ReplacementsOld people: There are 14,440 non executive directors in the US on boards with an average age of 63 years old and 2,569 executive directors with an average age of 58.298 companies in the US have at least ONE director over the age of 80. Directors over the age of 80 have on average 9% influence on the board and on average 19 years of tenure - old and no one actually listens to them.Two US directors - Tommy Thomson (82 years young) and John Harrington (87 years young) are on THREE boards eachMeyer Luskin is 100 years old on the OSI Systems board - he is UCLA class of 1949 and has 6% influence after 35 years on the boardMilton Cooper is 95 years old on TWO boards - Getty Realty and Kimco Realty, where he has 53 and 34 years of tenureImagine being a 58 year old CEO and chair of your board and showing up to have to listen to John Harrington and Meyer LuskinOutlandishly outsized influencersOf 24,000 US directors, 591 have more than 50% influence on their boards. Those boards average 7 other people - is there a point to those 7? Connected directors hating on unconnected directorsThere are 575 directors on boards who are connected to 50% or more of the board… A fun example - at Target, 92% of the directors are connected through other boards or trade associations - that's 11 out of 12 directors. Do you think the board just hates Dave Abney for having no obvious connections to them?Shrill womenThere are 7,450 female directorships on US public boards596 have advanced degrees from elite schools80 of them are non executives at widely held corporations with no ties to the company or family with zero known connections to the existing board membersDon't the other directors just wish they weren't there being smart asses?Meta Buys 650 MW of Renewable Energy to Power U.S. Data CentersAES, the woke Virginia based energy company with 5 women and 6 men on the board where 63% of the board has advanced degrees and four of the board members aren't even AmericanArkansas, the woke state that allowed solar energy to get built thereMeta AI, because AI can't even discriminate against renewable energy because it's so wokeMark Zuckerberg, the dual class dropout dictatorMark Zuckerberg, the government ass kisser, MAGA convert, and attendee at the oil state Qatari meetup with Trump who set up this purchase, like, BEFORE the world hated woke, so it's not his fault because he's REALLY super into oil and stuff

This week on The Audit Podcast, we're joined by Shagen Ganason, Group Chief Auditor, and Chief Audit Executive at Liva Group.   In this episode, Shagen shares the inspiration behind his new book, The Storyteller's Ledger, and why he believes storytelling is one of the most powerful tools internal auditors can develop. From rethinking traditional audit reports to presenting to the board, Shagen offers a practical framework for transforming audit communication—complete with templates, examples, and coaching strategies he's used with his own teams.   Be sure to connect with Shagen on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   4:30 – Keeping the Audit Committee Engaged 6:28 – Why Audit's Influence Matters 10:16 – Traditional vs. Story-Driven Audit Findings 13:48 – Turning Audit Reports Into Compelling Stories 16:55 – Highlighting Cause and Effect Clearly 20:16 – Storytelling to the Audit Committee 26:06 – Delivering a Clear and Confident Message 30:15 – Helping Your Team Master Storytelling 34:50 – Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Towns, villages would split sales-tax revenue Putnam legislators on Monday (April 28) discussed a plan to share sales taxes with the county's municipalities - including Cold Spring, Nelsonville and Philipstown - two weeks after County Executive Kevin Byrne outlined a proposal. Members of the Audit Committee reviewed a proposal to distribute $3 million of $90 million in reserves to aid the county's six towns and three villages. The money, allocated based on population, could be used on infrastructure and capital projects and "essential services," but not payroll. Legislator Toni Addonizio suggested increasing the outlay to $5 million and allotting the same amount in 2026. She referenced a charge by Cold Spring Mayor Kathleen Foley that Putnam was "hoarding" money. "We don't want to hoard money; we want to give it out," said Addonizio. Putnam's surplus, including savings allocated to expenses, hit $134 million this year, a level which Legislator Paul Jonke called "obscene." Michael Lewis, the finance commissioner, said Monday that unspent funds from unfilled positions and inflation-driven increases in sales-tax revenue fueled the surplus. Legislator Greg Ellner said that Putnam's next annual audit, when released, will show another $8 million to $12 million in the surplus. By sending some of that money to municipalities, Putnam would join 50 of the state's 62 counties that share revenue. Dutchess, for instance, distributes 2.35 percent of sales taxes collected to Beacon, 5.41 percent to the City of Poughkeepsie and 9.5 percent to its towns and villages. A proposal unveiled by Byrne on April 15 and endorsed by the municipalities would share one-ninth of the 1 percent of sales-tax intake, which would have amounted to about $2.3 million based on 2024 revenue. It would take effect only if the state passes a pending bill allowing Putnam to continue collecting 4 percent, which it has done since 2007 when the state permitted the county to raise its rate by 1 percent. The 4 percent rate has been repeatedly extended but expires on Nov. 30. State lawmakers must pass another extension before the end of the current session on June 12 or the rate will revert to 3 percent. The total sales tax in Putnam is 8.375 percent, which includes 4 percent for the state and 0.375 percent for the Metropolitan Commuter Transportation District. Legislator Nancy Montgomery, who represents Philipstown and part of Putnam Valley, said she likes Byrne's proposal because it is based on sales-tax revenue. If the county came to a point "where we have no fund balance," the money would not be distributed. Montgomery, who once proposed a plan in which the municipalities would receive 50 percent of sales taxes over the amount budgeted, offered several amendments to the Audit Committee resolution: (1) that Byrne be involved in crafting the agreement, (2) that municipalities be allowed to spend on personnel "tied to short-term and public needs" and (3) that it include reporting and audit requirements. "While I appreciate the efforts in including our municipalities in the resolution that you wrote, I think it requires a lot more," she told her colleagues. "I really wish you would have considered my resolution." Foley, who was at the meeting, also expressed concerns, including that the proposal does not establish a minimum amount that municipalities would receive. Byrne's plan guarantees each town and village at least $50,000, a commitment particularly important for Nelsonville, whose 600 residents make it the county's smallest municipality. Foley called for assurances that revenue-sharing would continue beyond next year, such as the long-term agreements Dutchess and other counties have in place. Because of the surplus, the Legislature voted last month, 5-4, to ask the state to allow the county to lower its sales-tax rate to 3.75 percent, but Byrne vetoed the resolution and proponents did not have the six votes needed to override. The county executive cited the loss of a...

DAMION1White House blasts Amazon over tariff cost report: ‘Hostile and political act'The White House on Tuesday slammed Amazon for reportedly planning to display the cost of President Donald Trump's tariffs next to the total price of products on its site.“This is hostile and political act by Amazon,” White House press secretary Karoline Leavitt told reporters. “Why didn't Amazon do this when the Biden administration hiked inflation to the highest level in 40 years?” Leavitt asked.The Trump administration's aggressive swipe came in response to a report that Amazon will soon show consumers how much of an item's cost comes from tariffs. The amount added as a result of tariffs will be displayed right next to each product's total listed price, a person familiar with the plan told the news outlet.WHO DO YOU BLAME?CEO Andrew Jassy.He's the “boss.”Maybe he feels emasculated?Lowest overall batting average (.308)only 6% influence compared to his boss, Jeff Bezos (67%)Not paid like traditional CEOs (relying instead on his $275M in unvested equity) and the $38M that vested last year; so when he's hanging out withHis buddies like Target CEO Brian Cornell ($20M) eBay CEO Jamie Iannone ($22M) have the total summary compensation bragging rights. Not to mention the sad, unmanly CEO Pay Ratio which is listed as 43:1 for Jassy and 753:1 for the DEI-hating Cornell Jeffrey Preston Bezos (67%)I mean he's the actual boss, right?Executive Chair, founder, former CEO, superstar.Hangs out with people like Katy Perry, has a newspaper, sends penis rockets to nowhere, has pretend funds named after himself like the Bezos Earth Fund and the Bezos Day One FundBoard member and former Pepsi CEO Indra NooyiOr maybe this is a DEI problem? Amazon's Audit Committee is tasked with stuff like operational risks, and legal and regulatory matters. Indra chairs this committeeIndra is also involved with very woke-y/DEI-y:stuff like science (Trustee of Memorial Sloan Kettering Cancer Center)Stuff like math (Member of the Dean's Advisory Council at MIT's School of Engineering)Stuff like art (Trustee of the National Gallery of Art)And stuff like giving a shit about people, stakeholder-y capitalism stuff (Director of Partnership for Public Service, whose mission is to inspire a new generation of civil servants and to transform the way government works)Former President Joe BidenAmazon later clarified that the plan to show tariff surcharges was “never approved” and is “not going to happen.” Trump personally called Bezos on Tuesday morning to express his displeasure about the initial report that spurred the heated response from the White House.Trump world's Laura Loomer takes aim at a 'woke' Lockheed Martin and its $2 trillion F-35 programLaura Loomer, the far-right activist who has a direct line to President Donald Trump, criticized Lockheed Martin's F-35 program over the weekend, decrying the US defense giant as "woke" and lashing out against the expensive stealth aircraft.In a lengthy post on X, Loomer suggested Lockheed Martin is delivering F-35 Lightning II Joint Strike Fighters that "are simply not ready for combat.""The F-35 program, one of the most expensive weapons programs in history, is plagued by delays, defects, & downright incompetence," she wrote Saturday. She said the US Air Force is accepting jets that lack "functional" radar systems, without offering evidence.She also claimed that Lockheed is "increasingly obsessed with pushing a woke agenda." Like many other US defense contractors, Lockheed scrapped its diversity, equity, and inclusion programs in January after Trump returned to the White House.The $2 trillion F-35 program is an appealing target for activists and officials seeking to slash government spending, and it has a well-documented list of problems. The Pentagon's top weapons tester said earlier this year that the program had problems delivering functional software and had fallen behind schedule to test upgraded mission systems.WHO DO YOU BLAME?The 2025 Proxy Statement that mentions “diversity” five times!Of course all five of those instances were in the anti-woke/anti-DEI shareholder proposal introduced by the Bahnsen Family Trust.Not sure how this even made the proxy after Lockheed's anti-DEI move in January: “As we publicly stated following the issuance of President Trump's January 2025 Executive Order on DEI, we will not have goals or incentives based on demographic representation or Affirmative Action Plans. We are actively reviewing our workforce-related policies to ensure they are, and remain, compliant and aligned with the Executive Order and all related applicable legal precedent.”The three-headed white guy leadership group (53% influence)CEO/Chair James Taiclet (25%): $24M in payLead Independent Director and Nominating Committee chair Thomas J. Falk (13%)“Independent” since 2010David Burritt (15%)Longest-tenured director (2008-)Busy beaver: two committees (Audit and Pay); CEO of US. SteelSince this is a woke/DEI issue: the black guy:Nevermind, there are no black people on this boardA woman? It would have to be Debra Reed-Klages (17%)While she has no leadership roles she does sit on the board of Caterpillar, which also removed its DEI policies. What, what?Investors. They should have been holding Lockheed accountable, right?According to MSCI data, average support since 2015 is 95%; no director has even received less than 92% since 2017Say on Pay support is routinely over 90%Starbucks union rejects company's recent offer of at least 2% annual pay raiseStarbucks union delegates involved in contract bargaining voted to reject the coffee chain's latest proposal that guaranteed annual raises of at least 2%, Workers United said. Out of the 490 baristas representing the company's more than 550 unionized U.S. stores, 81% rejected the proposal, which did not offer any changes to economic benefits such as healthcare or any immediate pay hike.WHO DO YOU BLAME?The union, for being greedy.The company pays its baristas about $19 an hour on average currently. That's $39,520 before taxes. A 2% raise would result in an increase of $790.40!InvestorsAverage director support of 96% over past 2 yearsEven 86% support for new CEO Brian Niccol's $96M, including $5M in funny munny cashAnd a devilishly perverse CEO pay ratio of 6,666 to 1.Not to mention Use of Starbucks aircraft for travel between city of primary residence and Starbucks headquarters AND up to $250,000 in personal non-commuting travel per yearWhich brings us to the CEO, Brian Niccol, a guy so wonderful that they scrapped the independent chair nonsense and gave him both titles: CEO and ChairLead Independent Director and Nominating Committee chair Jørgen Vig KnudstorpAveraged over 10% votes against over the past 3 AGMs: which is essentially an investor revolutionHis favorite drink–the Caramel Macchiato–is 250 calories with 33g of sugar: the American Heart Association recommends that women consume no more than 25 grams per dayMATT1Novavax appoints Charles Newton to board of directorsChuck Newton has a background from BofA Merrill, Credit Suisse, Morgan Stanley, and Lehman as an investment banker, and is now CFO at a pharma company. He got his education in business administration and “arts”.Who do we blame for the appointment of Chucky?John Jacobs, CEO and highest influence on the board at 23%New board chair and nom committee chair Margaret McGlynn, who will inherit retiring director James Young's 16% influence to become the most influential person on the board?Too much science?Actual knowledge of pharmaceutical science - Young's retirement means there are only 2 actual scientists left on the board of the 9 members - 6 have finance backgrounds, and 1 is a lawyer.DEI - while Novavax's SEC disclosure says that the 9 person board has 1 male with 2 or more races and 2 women, they actually didn't feel white ENOUGH so they added Charles Newton to have a 100% white board (because black people don't even get malaria, COVID, or flu)They actually claim to have 10 board members when they really have 9Investors - who actually hate this board and can't possibly like it more now?Classified board, last year the new board chair (promotion!) got 52% votes for, the PhD got 58% for, and the guy from the family foundation got 53% for - and yes, exactly 35% of the shares are owned by State Street, Vanguard, BlackRock, and Shah CapitalSam Altman says OpenAI will fix ChatGPT's ‘annoying' new personality as users complain the bot is sucking up to them“ChatGPT's new personality is so positive it's verging on sycophantic—and it's putting people off.”Who do we blame for AI being a big fat suckup?Sam Altman, for being a big fat Trump suckupSam Altman, for having an insipid tech bro personality desperately seeking the fame and attention of the earthSam Altman, for firing his non-suckup board membersSam Altman, for putting himself on the board and surrounding himself with board suckups

This week on The Audit Podcast, we're joined by Rob Clark Jr., Chief Auditing and Compliance Officer at Howard University. In this episode, Rob breaks down the one skill that separates good auditors from great ones: communication. He pulls back the curtain on how he preps, practices, and performs, whether it's a team meeting, a presentation, or a high-stakes conversation. Be sure to connect with Rob on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   5:00 – Using ChatGPT to Learn About Cybersecurity 9:20 – Why Communication Skills Matter More Than Technical Know-How 15:30 – A Practical Approach to Building Confidence in Meetings 23:29 – How to Recover When a Presentation Doesn't Land 25:51 – Getting Started with Public Speaking 32:17 – How to Strengthen Your Presentation Skills 43:33 – Key Conversations Throughout the Audit Lifecycle 50:53 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week, we interviewed Lori Chmura, the Chief Executive Officer and Board Director at Nyra Medical, an innovative medical device company developing a next-generation transcatheter mitral valve repair technology. Before joining Nyra Medical, she served as Chief Executive Officer, and Board Director at Soundbite Medical Solutions and Dune Medical Devices, where she led the restructuring of both businesses resulting in a cross-border licensing deal at one company, and an acquisition of the other. In addition, Lori brings leadership experience in several large multi-national medical device companies, including positions with Medtronic, Covidien and Johnson and Johnson, where she led the growth of the businesses in the United States and globally. Lori previously served as the Chairman of the Board of Directors at Bluestem Medical. She has also served on the Board of Directors, Audit Committee and Deal Team at OpSens Medical (TSX- OPS), which was acquired by Haemonetics (NYSE-HAE) in 2023, and on the Board of Standard Molecular. Ms. Chmura holds an MBA from Duke University and received her Bachelor of Science in nursing from Southern Connecticut State University.

Send us a textMark's chat with Krista where the values of authenticity and resilience has gotten her, how her curiosity from a young age shifted society's momentum from fear and seriousness to lightness. She explains what being a big thinker is and how she got there. Krista shares how her value of lifelong learning gave her continuous personal growth. Krista gets into her parenting style, part of which is letting her daughters make mistakes while freely exploring things. Branching into what their impact on the world might be. She shares her slowing down technique and how she controls her thoughts to tap into her valued gut instincts. She gets into her definition of success- a feeling of accomplishment and failure, “My first attempt to learn something.” We wander around her life, her revelations and her growth. This is a very fun and interesting conversation. Krista BioKrista Rabidoux is a Partner at Andersen LLP with over 23 years of experience working across Canada. She specializes in leadership and executive coaching within family businesses, guiding them through complex transitions and ensuring their long-term success. Krista recently earned the FEA (Family Enterprise Advisor) designation, further enhancing her ability to provide specialized advice to family-owned businesses. Her deep understanding of business dynamics and cross-border transactions makes her an invaluable asset in managing and safeguarding the financial health of organizations.Krista has guided businesses and individuals through the complexities of international tax obligations, ensuring compliance and optimizing tax positions across multiple jurisdictions. She continues to leverage her expertise in global mobility, assisting multinational corporations and their employees with the intricacies of working across borders. Her experience includes advising on employer and employee obligations, optimizing tax positions for expatriates, and addressing the unique challenges of international assignments.Krista also serves on the Board of Directors at Family Enterprise Canada and Contemporary Calgary, where she chairs the Finance and Audit Committee. Additionally, she is the former Chairperson of AmCham Canada West Chapter, reflecting her leadership and dedication to fostering cross-border business relationships. Her involvement in these organizations underscores her commitment to supporting family businesses and contributing to her community.Reach out to her krista.rabidoux@ca.andersen.comhttps://ca.andersen.comhttps://www.linkedin.com/in/krista-rabidoux/ About Mark Laurie - Host.Mark has been transforming how women see themselves, enlarging their sense of sexy, and expanding their confidence in an exciting adventure that is transformational photography. http://innerspiritphotography.comhttps://www.instagram.com/innerspiritphotography/Sound Production by:Lee Ellis  - myofficemedia@gmail.com

This week on The Audit Podcast, we're joined by Eric Wilson, Director of Internal Audit & Chief Audit Executive of Gulfport Energy Corporation.   In this episode, we discuss how to build an effective audit committee dashboard. Eric explains how he created a Power BI dashboard that connects to his audit management system. This tool helps track progress, highlight issues, and answer important questions before they arise.   Eric shares the key benefits of using this dashboard to improve decision-making and efficiency in audit committees.   Be sure to connect with Eric on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   4:42 - Innovative Applications of ChatGPT 7:56 - Integrating Analytics Throughout the Audit Lifecycle 10:00 - AI and Analytics Plans for 2025 15:27 - New Technology in 2025 26:21 - How Audit Can Have More Influence 37:06 - Audit Committee Dashboards in Action 49:26 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

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Live from a pile of dark chocolate-dipped kittens, it's an all-new Terrific Tuesday edition of Business Pants. Joined by Analyst-Hole Matt Moscardi! On today's calorie free Double Big Mac called February 4th 2025: the Who Do You Blame? Game!Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMION1Who Do You Blame? GameWells Fargo CEO Charlie Scharf Gets Pay Bump To $31.2 Million CEO Charlie Scharf: for being greedy. His pay ratio was already an alarming 325:1 last year.Shareholders: Say on Pay 57% approval in 2021; 73% approval in 2022. Despite policy tweaks which resulted in 92% support in 2023 and 93% in 2024: the song remains the same: the CEO's pay steadily and magically increases annually: $21M, $25M, $26M, and now $31MPay Committee chair Ronald Sargent: why on earth would you ask the former CEO of Staples to control setting the pay of a fellow S&P 500 CEO brother? It's an immediate conflict of interest.Female board power: at -19% this is a board that chooses to underpower female leadership. 5 women control an aggregate 20% influence while the top 5 men control 68%Citi bucks back-to-office trend and embraces hybrid workingThe board: 8 of 14 directors are womenThe CEO: In 2021, Jane Fraser became Citi's CEO and the first woman to lead a major U.S. bank Shareholders: 26% in 2024 supported a SHP requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financingChief Human Resources Officer Sara Wechter: Sara serves on the board of Onex Corporation (relatively rare for CHROs and is not afraid in her Citigroup bio to state that “she has championed diversity, equity and inclusion efforts across Citi, leading the firm in exceeding its original 3-year aspirational representation goals set in 2018 for women globally and black talent in the U.S.”McDonald's Shamrock Shake returns — and so does Grimace's uncleThe CEO: Chris Kempczinski's CEO pay ratio of 1,212:1 proves he doesn't care what anybody thinks.The Chair: oh wait, that's also Chris KempczinskiThe Lead independent Director: Miles White, clearly not independent having served on the board since 2009The Sustainability & Corporate Responsibility Committee Chair: The Committee that monitors strategies covering food, sourcing, the environment, human rights, community engagement, philanthropy, and DEI is Paul Walsh. A man who sold alcohol (former CEO at Diageo) and is currently the Executive Chair at a company that sells expensive racing cars (McLaren Group).OpenAI files a trademark application for humanoid robots and VR headsets as Sam Altman teases big hardware ambitionsThe CEO: Sam Altman the guy who refused to be fired for his board while subverting the company's mandate and mission.The Chair: Bret Taylor, the guy who comes from Twitter/Facebook/Google and is clearly disinterested in what humanity actually needs.The board: for allowing a CEO who was previously fired partly for lying to the board to sit on the board as a director.The two women who nearly fired Sam Altman: former OpenAI directors Helen Toner and Tasha McCauleyTarget hit with national boycott call over decision to drop DEI initiativesThe CEO: Brian Cornell's CEO pay ratio of 719:1 proves he doesn't care about anybody but himself.The double DEI-hating director: Dmitri Stockton also on the board of Deere The lead independent director: woman of color Monica Lozano, former CEO of The College Futures Foundation, whose “commitment to diversity, equity, and inclusion is paramount to its vision for advancing a racially, socially, and economically just California where generations of learners can thrive.”The chair of the committee responsible for Human capital management, specifically “DE&I in support of our business”: Compensation & Human Capital Management Committee chair Monica LozanoCoca-Cola and Novartis's CEOs don't care if ‘ESG' has become a toxic phrase among someNovartis CEO Vasant (Vas) Narasimhan: whose ego is so strong and secure he doesn't even need to serve on the board responsible for his oversight.Coca-Cola CEO James Quincey: for having the strength to say it:“If ESG becomes toxic as a phrase, which it basically has in the U.S., it doesn't matter to me. I'm just going to stop saying ‘ESG.' But the idea that for my basic product, I want to be water positive, I want to have a circular economy on my packaging, and I want to grow our business with less sugar—you can call it anything you like, but no one with common sense says those are bad ideas.“My business strategy is constant and clear and centered around the business and the things that consumers care about and that fix societal problems. If people want to attach labels to it, that's their issue. I'm saying this business will be great if I fix these problems, and it will be good for shareholders and be good for society.”Coca-Cola's Lead Independent Director and Corporate Governance and Sustainability Committee chair Maria Elena Lagomasino: maybe some of the woke messaging of Disney movies altered her conscience?Female board power at Coke: 49% influenceMATT1Ryder's $2.5M Settlement Brings 4-Year Governance Overhaul: What's Changing for Shareholders - suit alleged Ryder's management team and board artificially inflated the values of certain Ryder assets and made materially misleading statements regarding those values - suit alleged breach of fiduciary duties, unjust enrichment, and waste of corporate assets. Board has to create a Corporate Risk Steering Committee, company must hire a Chief Compliance Officer, a Management-level “Disclosure Committee”, at least two Audit Committee members must be financial experts, they have to hire a third party to do market research, they have to have a “pricing” team to examine market prices, they have a clawback, and they have a non-retaliation policy.CEO Robert Sanchez - CEO since 2013, the Man in the ChairThe Audit Committee - a FIVE person audit committee, all of whom they disclosed in 2020 were “financial experts”, all but one of whom was a CEO at another company that made them a “financial expert” (the fifth was an accounting professor), one of whom was the lead independent director who had been there since 2002Dmitri Stockton! The director who now has the wonderful distinction of having sat on the Deere board the flipped on DEI, the Target board that flipped on DEI, Stanley Black and Decker who was sued for not disclosing executive perks, and the Ryder board who was sued for sucking at being a board - all while he was there!DEI! Dmitri Stockton is BLACK and Robert Sanchez SOUNDS MEXICAN!US Steel Flags Trump DEI Order as Risk Factor for InvestorsRacist old white guys and tech bros! The order was written, ostensibly, by Stephen Miller, Trump, and Musk, the three horseman of the brownpocolypse, and US Steel is now including Trump's DEI order as a material risk to the companyThe lawyers! The company said in its annual report last year that it aims “to have an engaged and diverse workforce to promote new ideas and innovation, reflect the communities where we operate, and deliver exceptional customer service.” This year, that same sentence omitted a reference to having a “diverse” workforce. That sounds like Duane D. Holloway, chief ethics and compliance officer and general counsel, right?DEI! Duane Holloway… is BLACK! Mr. Holloway serves on the board of directors of the Minority Corporate Counsel Association (MCCA), the Carnegie Hero Fund Commission, the Allegheny County Parks Foundation and Gilman School. He also serves as Executive Sponsor of U. S. Steel's SteelPARENTS Employee Resource Group. That all sounds exceedingly woke and DEIish.The board! US Steel managed to find 8 white males for their 12 person board, 3 white woman, and 1 black woman… so people of color have a whopping 6% influence on the board. It DOES feel risky to talk about them though, right?Walgreens stock plunges. Its dividend payout changes are to blameRoz Brewer! She was a DEI hire after all, right? Can't we pin this on her tenure as fake CEO?Steffano Pessina! The man with 61% of board influence, the man who fired Roz Brewer, the man who we'll find out today won re-election despite cratering the company as executive chair!DEI! Did you see this line in the announcement about the dividend cessation? “In fiscal 2024, WBA scored 100% on the Disability Equality Index for disability inclusion”. SO WOKE.

Follow Fr Alex on X @alexdjfrost Follow Clive on X @cliveatsynod Clive Billeness is a Specialist in Project / Programme / Risk / Business Continuity Management Practitioner Qualified in Prince2, MSP (Managing Successful Programmes) and M_o_R (Management of Risk) as well as Financial Management and Audit within the context of European FP7 and Horizon 2020 projects. also Certified Information Systems Auditor (CISA) also Retired Lay Minister in the Anglican Diocese of Europe Elected Member of House of Laity of Synod of the Diocese of Europe Hon. Secretary of ECO - the Ecumenical Church of the Occitanie (an online mission initiative) Specialties: EC FP7/H2020 Project Financial Regulations, IT Projects and Programmes, Risk Management, Business Continuity Management, Digital Preservation, GDPR Governance and Compliance. Recently: Researching bullying in worship communities Member of the Save The Parish Financial Scrutiny Board at General Synod of Church of England Member of the House of Laity of the General Synod of the Church of England. Supporting an inclusive church which is free of bullying. Member of Audit Committee.

County executive lawsuit cost $52,300 An aborted lawsuit filed by the Putnam County executive against the Legislature cost more than $50,000 and accounted for one-third of a request by the Law Department for more money to pay outside law firms. After Amy Sayegh, who chairs the Legislature and its Audit Committee, criticized the spending as excessive, the committee voted Monday (Jan. 27) to delay until February the department's $150,000 request. Michael Lewis, the finance commissioner, said the Law Department already received $200,000 after exhausting its $300,000 budget in 2024 for outside counsel. He said a "good amount" of the billing was from Harris Beach, a firm defending the county in a lawsuit filed by the contractor hired to reconstruct the intersection of Oscawana Lake and Peekskill Hollow roads in Putnam Valley. Another firm, Murtagh, Cossu, Venditti & Castro-Blanco, based in White Plains, billed the county $52,300 for representing Kevin Byrne in his lawsuit against the Legislature. He sued over a law that amended the county charter so lawmakers can fire he county attorney at will and a resolution that allowed them to hire their own attorney without Law Department approval. Byrne dropped the lawsuit on Dec. 18, citing its projected cost. "That's where the money's being spent," said Legislator Paul Jonke (R-Southeast), on Monday. "That's where the money's being wasted." Sales tax extension The three legislators on the Audit Committee on Monday weighed Byrne's request to ask the state for authorization to renew a 1 percent sales tax increase that will otherwise expire on Nov. 30. Putnam residents pay 8.375 percent on purchases - 4 percent in state tax, 4 percent to the county and 0.375 percent to the Metropolitan Commuter Transportation District. The Putnam tax has been 4 percent since 2007, when the state renewed a previous 0.5 percent increase and allowed the county to raise the rate by another 0.5 percent. A series of extensions, most recently in 2023, have kept the rate at 4 percent. Legislator Dan Birmingham (R-Mahopac), who chaired the Legislature in 2007, said sales tax and other revenue were "tanking" at the time while expenses rose. Today, he noted, the county has $134 million in savings, including $78 million that has not been budgeted. Birmingham, who left the Legislature in 2012 but returned this month after winning a seat in November, suggested the Legislature ask the state for a 0.5 percent increase, which would lower the tax to 3.5 percent, to "return some of that fund balance directly back to the taxpayers." In a memo addressed to legislators, Lewis advocated for 1 percent, which equates to about $22 million annually, or 25 percent of the $88 million collected in 2024. Those revenues allowed the Legislature to exempt sales tax on clothing and footwear under $110 and reduce its property tax levy and cut tax rates, he said. "All these accomplishments would be jeopardized if Putnam County failed to extend its existing rate," Lewis said.

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Jorge Titinger is a seasoned executive and board member with over 35 years of experience in the high-tech industry, focusing on strategy, corporate transformations, and leadership development. As the founder and CEO of Titinger Consulting, Jorge provides strategic advisory services, guiding companies through complex M&A processes, digital transformations, and cultural alignment initiatives. His expertise is sought after by organizations ranging from multi-billion-dollar corporations to innovative startups. Jorge has an impressive track record of board service across public, private, and non-profit sectors. He currently serves as the Chairman of the Board at Axcelis (NASDAQ: ACLS), where he also chairs the Compensation Committee and was a member of the Audit Committee. In addition, he is an independent board member at FormFactor (NASDAQ: FORM) and Ichor Systems (NASDAQ: ICHR), leading key committees including Nominating & Governance, Compensation, and Cyber Security & AI. He has been recognized for his Board service as one of the NACD 100 in 2023 and 2024. His past board experience includes roles at CalAmp, COHU, HTGC, Xcerra, SGI, Verigy, Electroglas, and Thermawave, where he has played pivotal roles in governance, strategic planning, and corporate oversight. Jorge's contributions to board governance are well-recognized, particularly his leadership in Compensation/Human Capital, Nominating and Governance, and Cyber Security committees. Jorge's board involvement extends beyond the corporate realm into the non-profit sector, where he has served on the boards of the Hispanic Foundation of Silicon Valley, the Stanford Children's Hospital, Innovate Public Schools, Nashville Entrepreneur Center, and Valor Academy. His commitment to community service is further reflected in his role as Chairman of the Board at the Hispanic Foundation of Silicon Valley, where he led initiatives to improve the lives of the Hispanic community in Silicon Valley. Jorge's executive leadership experience includes his tenure as President, CEO, and Director of Silicon Graphics (SGI) and Verigy Inc., where he successfully led turnarounds that culminated in high-value acquisitions. His strategic leadership has been instrumental in driving operational excellence, fostering innovation, and building high-performing teams. An award-winning author, Jorge co-wrote "Differences that Make a Difference" with Pedro Espinoza, capturing insights from over 100 top executives on the positive impact of diversity and inclusion on business success. His expertise in DEI, innovation, and corporate strategy makes him a sought-after speaker and thought leader in these areas. Jorge holds a B.S. and M.S. in Electrical Engineering and an M.S. in Engineering Management and Business, all from Stanford University. A former accomplished athlete, Jorge captained both the Stanford Varsity soccer team and the USA national indoor soccer team. He remains passionate about education, leadership, and contributing to the success of businesses and communities.

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.In each episode of our Year-end toolkit series, our guests share insights on key areas of the year-end accounting and reporting process. The conversations are relevant for all finance teams, even if it's not year-end close time. And it's relevant even for those not engaged in the company's closing process – the episodes have something for everyone. In this episode, we talk about the audit committee from the perspective of management. We discuss strategies for finance teams as they prepare for audit committee meetings to elevate their effectiveness, along with the top issues audit committees are focused on for 2025.  In this episode, we discuss:  2:31 – Strategies for improving management communication and collaboration with audit committees5:00 – Key issues finance teams should prepare to address with audit committees in 2025, including:5:23 – Impacts of the presidential administration change8:03 – Best practices for managing the board agenda12:50 – The role of technology transformation and AI in business17:09 – Navigating mergers and acquisitions effectively   22:40 – Strengthening risk oversight and enhancing disclosures26:22 – Insights into core areas of audit committee oversight, including financial reporting and controls36:33 – Trends and best practices in public company audit committee disclosures Additionally, follow this podcast on your favorite podcast app for more episodes.About our guest:Stephen Parker is a partner in PwC's Governance Insights Center, which strives to strengthen the connection between directors, executive teams, and investors by helping them navigate the evolving governance landscape. With more than 30 years of experience, Stephen has advised boards of directors on a variety of complex financial reporting matters. Stephen's client service experience includes energy and utility companies, financial services companies, and nonprofits. About our host:Guest host Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.  Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com. 

Today, I am delighted to welcome Sophia Ruffolo, General Counsel and Head of Compliance for the Zell Family Office, a division of Chai Trust Company, LLC. With over 20 years of experience in Estate and Tax Planning, Investment Management and Fiduciary Oversight, Sophia is a seasoned leader in law, fiduciary risk management, compliance, and governance. Sophia is a member of the Board of Directors and Audit Committee of Metropolitan Family Services and co-founder of femmebought, a social enterprise dedicated to supporting women-owned businesses and promoting gender equity in the global marketplace. Sophia and the Chai Trust Company are long-time valued members of FOX and are very generous and insightful contributors to the FOX community. In the family wealth and family office space, most of the advisors and family office professionals serving multigenerational families are acting in a fiduciary role on behalf of their clients. Sophia talks about what it means to be a fiduciary and how this concept and its practice have evolved over the recent decades and years, as families and the world around them have evolved. One challenge fiduciaries and their clients face is an ever-changing external environment and an ever-evolving and more complex families and family enterprises. Sophia shares her thoughts on how fiduciaries can keep things evergreen in the face of all this change and disruption – how they should think about the design of their role and how they perform their duties day to day in service of the family. Sophia offers some practical suggestions and tips for advisors, and especially those in a fiduciary role, to ensure they are fulfilling that role in the best possible way for the families they serve. She then tuns her focus on the clients themselves and provides useful advice for family principals on how they can best engage with their fiduciary advisors to ensure the family goals are achieved and the family and its members are happy and flourishing in the long run. Don't miss this deeply insightful conversation with a uniquely experienced expert and family office professional serving one of the most prominent and sophisticated enterprise families in the US.

Mindy has lived in Gladstone for over 30 years (and grew up in North Portland), prior to moving to Gladstone along with husband Steve they spent 12 years moving across states with the US Navy. They have 2 children and 5 grandsons. Mindy has spent her career dedicated to service. Working with and for the public has enabled Mindy to form relationships with professionals from other cities in and around the area. She has been at her current job for over 30 years. Mindy has worked alongside Gladstone residents to champion parks and green-spaces and she has served on the Parks Board and the Budget and Audit Committee. Prior to her elected position in 2020, she served for a year with the By-Laws committee and now champions other cities to ‘get those bylaws updated'! She believes the most valuable asset Gladstone has is the People and the Parks. ‘If we care for them everything else that is good will follow'.  Currently a liaison to the Clackamas County Library Board, stating she has gained a deep respect for the libraries and their patrons. Partnering with Clackamas County, Gladstone has just opened a brand-new Library building right on main street. This new building along with a new Public Works building and City Hall/Police Station has solidified Gladstone's commitment to work on their downtown core focusing on revitalization. Mindy has served in many other liaison appointments, as this will be her second 4-year term with the City. Changing liaison appointments each year has given her insights to the wants and needs of the residents in Gladstone. She served as Vice-Chair of the Women's Caucus in 2024 and will serve as President for the 2025 year. She has been with the Women's Caucus almost since its beginning during COVID. She says; the LOC has opened many avenues for learning and growth, friendships and mentors and so much more! Serving with and learning from people all across Oregon plus the LOC staff has been the most unexpected and needed addition to her elected position. When not at work or at a city meeting you can find her on any Golf Course, in the Parks with other community members, in her yard trying to bring in the butterflies and bees, at Church, volunteering at Gladstones transitional housing facility, Tukwila Springs and helping efforts with the non-profit group The Friends of Gladstone Nature Park. She believes; family time is a gift, quiet time is a blessing and faith is a must. She is a volunteer at heart and truly appreciates a good conversation. Thank you to our podcast sponsor, Allied Video Productions!

Vanessa is a serial business builder and technology innovator with over 25 years of experience across SAP, Trigger Media and McKinsey. The businesses she has built and relaunched are leaders in their verticals. She is the Co-Founder and CEO of Sugarwork, an enterprise SaaS knowledge sharing platform empowering employers to own and maintain the tacit knowledge, skills, and relationships that drive their businesses using generative AI. She was most recently Vice President of SAP.iO, SAP's early-stage venture arm, where she oversaw SAP.iO's North American Foundries in New York and San Francisco, and recruited and accelerated 87enterprise software startups. Prior to SAP, Vanessa was Chief Operating Officer at Trigger Media Group, a $22MM digital media incubator. She co-founded and was the interim CEO of Trigger's portfolio companies: Inside Hook (digital media company &men's lifestyle brand; sold to private equity) and Fevo (SaaS technology for group experiences in sports and music; Series C, market leader). She began her career at McKinsey & Company and was an Associate Partner in the Firm's Media and Entertainment Practice, based in Amsterdam, London and New York. Sugarwork Vanessa currently serves as a Non-Executive director of Appen Ltd. (ASX: APX), a global AI data services company; and Goodman Group (ASX: GMG), a global industrial real estate company. She serves on the Audit Committee for Appen and the Sustainability& Innovation Committee for Goodman. Vanessa graduated magna cum laude with an AB in psychology from Harvard University and cum laude with a JD from Harvard Law School. She was a Fulbright Scholar at Universiteit Utrecht in the Netherlands where she conducted independent research on the International War Crimes Tribunal for the Former Yugoslavia and the International Court of Justice. She serves as a member of Harvard University's Board of Overseers, and as a Past President Director of the Harvard Alumni Association (was President from July2021 - June 2022). She lives in New York City with her husband and two children.

In one of our final Travillian Next episodes of 2024, join our Head of Bank Strategy, Michael Perito, for this can't-miss conversation with one of the original architects of Banking-as-a-Service, the “Godfather” Brad Hanson. Brad's career in banking and payments is vast, beginning at BankFirst, which later became The Bancorp, Inc. (TBBK), where he started a mortgage division and later a payment card division that became one of the largest in the country. He also was a key architect of building out a similar BaaS platform at Meta Financial Group, now Pathward Financial (CASH), where he lastly served as President and Chief Executive Officer. Brad more recently has started a bank venture in Mexico and serves on various Boards, including as Chair of the Audit Committee at MoneyLion (ML). In this episode, we start at the beginning, discussing why the BaaS business was built out initially and what value proposition it was looking to solve. We also cover the current state of the regulatory regime for innovative banks, what the future of banking could look like, and how the BaaS niche has changed in the last twenty-plus years. Brad has a unique and independent perspective of the current environment, and bankers across the country looking for motivation to innovate take Brad's advice and “run where others aren't.”

Kathleen K Mairella PT DPT MA FAPTAEducation:Degree: Doctor of Physical TherapyInstitution: MGH Institute of Health Professions, Boston, MA Major; Physical TherapyDate: May 2006Degree: Master of ArtsInstitution Teachers College, Columbia University, New York, NY Major: Movement Science and EducationDate: May 1992Degree: Bachelor of ScienceInstitution: Boston University, Boston MA Major: Physical TherapyDate awarded: May 1978Employment and Positions Held:Professor Emerita, Rutgers University, 2022-presentDirector of Clinical Education and Assistant Professor, Rutgers University, School of Health Professions, Doctor of Physical Therapy Program, Newark NJ, 2016-2022Assistant Professor, Rutgers University, School of Health Professions, Doctor of Physical Therapy Program, Newark NJ, 2014-2016Assistant Director of Clinical Education and Assistant Professor, Rutgers University (University of Medicine and Dentistry of New Jersey prior to July 1,2013), School of Health Related Professions, Doctor of Physical Therapy Program, Newark NJ , 2006-2014Physical Therapist, Brookdale Physical Therapy, Nutley, New Jersey, 2007-2008Instructor, University of Medicine and Dentistry of New Jersey/School of Health Related Professions, Doctor of Physical Therapy Program, Newark, New Jersey, 2004-2006Adjunct Instructor, University of Medicine and Dentistry of New Jersey/School of Health Related Health Professions, Doctor of Physical Therapy Program, Newark, New Jersey, 2002-2004Practice Development Facilitator, Atlantic Health System/Morristown Memorial Hospital, Morristown NJ, 2001-2002Academic Coordinator of Clinical Education, Fairleigh Dickinson University Physical Therapist Assistant Program, Morristown NJ, 1999-2001Adjunct Instructor. Fairleigh Dickinson University Physical Therapist Assistant Program, Morristown NJ, 1999Adjunct Instructor, Union County College Physical Therapist Assistant Program, Plainfield NJ, 1997-2000Physical Therapist, ARC Essex School, Livingston, NJ 1999Rehabilitation Supervisor, JerseyCare HomeHealth and Hospice, Belleville, NJ, 1995-1998 Physical Therapist, Independent Practice, Home Care, Nutley NJ, 1991-1995Adjunct Instructor, Teachers College, Columbia University, New York, NY, 1991-1992Staff Physical Therapist, The Valley Hospital, Ridgewood, NJ, 1985-1986Staff Physical Therapist, Welkind Rehabilitation Hospital, Chester, NJ, 1983-1984Senior Physical Therapist, Neuroscience Team, Washington Hospital Center, Washington DC, 1982-1983Staff Physical Therapist, Washington Hospital Center, Washington DC, 1981-1982Staff Physical Therapist, Georgetown University Hospital, Washington DC, 1980-1981 Staff Physical Therapist, New Jersey Rehabilitation Hospital, East Orange, NJ, 1978-1980Membership in Scientific/Professional Organizations:American Physical Therapy Association: 1976-presentChair, House of Delegates Reference Committee, 2025Member, House of Delegates Reference Committee 2023-2024 Chair, House Special Committee on Bylaws, 2019-2021 Bylaws Review Task Force, 2018-2019Director, Board of Directors, 2009-2017Board work assignments:APTA Committees and Task Forces:Best Practices in Clinical Education Task Force, chair 2016-2017Leadership Development Committee, chair 2013-2017Executive Committee, elected 5th member 2015-2016Recruitment and Retention of Early-Career Members Task Force, member 2014- 2016Public Policy and Advocacy Committee, member, 2012-2015 Finance and Audit Committee, member 2011-2013Member Engagement and Leadership Development Task Force, chair 2011- 2013Physical Therapy Classification and Payment Task Force/ Alternative Payment Task Force, chair 2013-2014, member 2012-2013CSM Review Work Group, member 2011-12Task Force on Governance Review, member 2009-2011Committee on Referral for Profit, liaison, 2009-2011Physical Therapist Centralized Application Service Advisory Group, liaison 2009- 2011Board Workgroups:Strategic Planning Board Work Group, chair 2013-2017Criteria for House Motions from the Board of Directors, member 2014-2015, Governance Proposal Board Work Group, member 2011-2013Board Work and Information Management Board Work Group, member 2011- 2012Board Workgroup on Board Performance Evaluation, member 2009-2010 Components:Student Assembly, 2011-2014Chapters:Maryland (2016-2017, 2010-2011), Nebraska (2015-2017), Nevada (2016-2017), Idaho (2011-2016). Texas (2014-2016), New York (2013-2015), Michigan (2010- 2014), Wisconsin (2011-2014), New Mexico (2009-2013), North Dakota (2009- 2011), Utah (2009-2010)Sections:Education (2014-2017), Women's Health (2015-2017), Geriatrics (2015-2016), Pediatrics (2009-2012)Councils:Chapter President Council, liaison 2011-2014APTA Mentorship Program, 2005-2010 (program discontinued) Committee to Approve the House of Delegates Minutes, 2007CEO Search Committee, 2007Committee on Chapters and Sections. 2004-2007, Chair 2006 Education Strategic Planning Group, 2004American Physical Therapy Association of Massachusetts 2022-present Chair, Bylaws Review Task Force 2023-2024Assembly Representative, 2024American Physical Therapy Association of New Jersey: 1978-80, 1983-2022 Delegate to APTA House of Delegates, 1998 -2004, 2008-2009, 2018-2022 Chief Delegate, 2004-2008Federal Affairs Liaison, 2018-2019Alternate delegate, 2017-2018Legislative Committee, 1998-2018Legislative Advisory Panel, 2007-20182009 Annual Conference Committee, 2008-2009, chairMembership Chair, 2005-2007 Executive Committee, 1996-2005 President, 2001-2005 President-elect, 2000-2001 Vice-president 1998-2001 Secretary 1996-1998Direct Access Task Force, Chair, 1996-1999Home Health Special Interest Group Workgroup 1997APTA Private Practice Section, 2000-presentAPTA Private Practice Section, Graham Sessions Planning Committee, 2021-presentAPTA Academy of Leadership and Innovation (formerly Health Policy and Administration Section), 2003-presentAcademy of Physical Therapy Education, 1999-2002, 2004-presentAmerican Academy of Geriatric Physical Therapy, 1994-2002, 2010-present APTA Orthopedics Section, 2007-2018APTA Section on Women's Health, 2002-2004, 2009-2011, 2016-2018APTA Section on Research, 2012-2015APTA Cardiovascular and Pulmonary Section, 2010-2012APTA Neurology Section, 1980s, 1993-1998, 2000-2003APTA Health Policy Section, 2002-2003APTA Section on Administration, 1998-1999APTA Home Health Section, 1993-1999New York New Jersey Clinical Education Consortium, 2006-2014, 2016-present Home Health Assembly of New Jersey, 1996-1998National Head Injury Foundation Workgroup, Washington DC, 1981-1983American Physical Therapy Association, District of Columbia Chapter Continuing Education Chairperson, 1982Service to the University/College/School on Committees/Councils/Commissions: SchoolRutgers University SHP Committee on Faculty Development, September 2015-September 2018Rutgers University (formerly UMDNJ) SHRP Faculty Chair, September 2012-September 2014Rutgers University (formerly UMDNJ) SHRP Committee on Committees, 2012-2014Rutgers University (formerly UMDNJ) SHRP Committee on Admissions and Academic Standing, 2011-2014Rutgers University (formerly UMDNJ) SHRP Committee on Curriculum Review, 2007-2010 DepartmentRutgers University SHP Newark DPT Curriculum Committee, 2015-2022, Chair January 2022- July 2022Rutgers University SHP Newark DPT Orientation Committee Co-chair, 2016-2021Rutgers University SHP Newark DPT Awards and Scholarship Committee, 2017-2022 Rutgers University (formerly UMDNJ) SHP Newark DPT Admissions Committee 2002-2019Rutgers University (formerly UMDNJ) SHP Newark DPT Program Student Activities Committee, Faculty Liaison, 2006-2019Honors and Awards:Catherine Worthington Fellow of the American Physical Therapy Association, 2023Lucy Blair Service Award, American Physical Therapy Association, 2019Outstanding Service Award, American Physical Therapy Association of New Jersey, 2013 President's Award, American Physical Therapy Association of New Jersey, 2008, 2006, 1999Peer Reviewed Publications:Sack S, Radler DR, Mairella KK, Touger-Decker R, Khan H, Physical therapists' attitudes, knowledge, and practice approaches regarding people who are obese, Phys Ther; 89(8):804- 15, 2009

Sanjay shares how to run a successful franchise by following brand processes and adjusting to the shift towards digital, loyalty-driven operations. He also discusses the value of enterprise risk management, compliance, and consistency. Welcome to Elevating Brick and Mortar. A podcast about how operations and facilities drive brand performance.On today's episode, we talk with Sanjay Jain, the Chairman of the National DCP Board of Directors and independent franchise business owner. NDCP brings global expertise in strategic sourcing, distribution, restaurant solutions, business services, and supply chain to serve Dunkin', one of the world's leading restaurant brands.Guest Bio:Sanjay Jain serves as the Chairman of the National DCP Board of Directors. He brings 35 years of Accounting, Finance, and Information Technology experience with Fortune 500 companies to the supply chain management cooperative.Jain joined the NDCP Board in 2016, representing Series C. Prior to becoming Board Chairman, Jain served as the Treasurer, co-chaired the Sourcing Committee, and spearheaded the Internal Audit function at NDCP through his role on the Finance/Audit Committee. He currently owns a large network of Dunkin'/Baskin Robbins stores in Queens and Long Island, New York. As an elected District Advisory Co-Chair franchisee from Queens, he is actively involved with the Development Committee, Compliance, NY Sales Taxes and the Wage Group. In his capacity as a member of Dunkin's Brand Advisory Committee, he works with the Menu Management and Development Advisory Sub-Committees.Jain's work as a financial executive and certified public accountant in the retail, food and supply chain industry has included an emphasis on internal controls, financial reporting, tax, and risk management. As the Executive Vice President and Chief Internal Auditor of Abovenet Inc., Jain helped turn the Company from bankruptcy into a publicly traded company on the New York Stock Exchange by working closely with the Audit Committee and the Board of Directors. He developed their annual strategy, conducted risk analysis, and developed corporate plans for both domestic and foreign entities.He also has ten years of public accounting and consulting experience. In his role as Audit Director at Ernst & Young and BDO Seidman in the Metro New York area, Jain helped clients streamline both their operations and control processes, managing and leading groups of professional auditors worldwide that saved his clients millions of dollars. He has been actively involved as a Board member with the Institute of Internal Auditors and has presented at the American Institute of Certified Public Accountants forum.Jain has a Management Information Systems degree from the University of Hartford, a Master of Business Administration degree from Dallas Baptist University and a Master of Commerce degree from the University of Rajasthan in India. Timestamps:13:45 - About NDCP05:17 - Sanjay's venture into franchise ownership08:53 - Following brand guidelines10:24 - Handling consumer expectations20:31 - How do you ensure consistency? 28:35 - Dealing with scarce human capital33:49 - The consumer of the future39:35 - Advice for franchisees41:13 - Where to find SanjaySPONSOR:ServiceChannel brings you peace of mind through peak facilities performance.Rest easy knowing your locations are:Offering the best possible guest experienceLiving up to brand standardsOperating with minimal downtimeServiceChannel partners with more than 500 leading brands globally to provide visibility across operations, the flexibility to grow and adapt to consumer expectations, and accelerated performance from their asset fleet and service providers.Links:Connect with Sanjay on LinkedInConnect with Sid Shetty on LinkedinCheck out the ServiceChannel Website

Tammy Caputi Tammy began her first term on the Scottsdale City Council in January 2021 and is currently seeking a second term. She has lived and worked in Scottsdale for almost 25 years, and is the president and owner of Yale Electric West, Inc, a Scottsdale company.  Married for over 21 years with 3 daughters who all attend our local schools. She holds a Bachelor of Arts degree in Economics from Wellesley College in Wellesley, MA and a Master's in Business Administration from Simmons University in Boston, MA. Tammy is passionate about keeping Scottsdale the Gold Standard of the Valley, and is always running! Tammy Caputi website   Tom Durham Tom grew up in a small town in Iowa and attended Cornell College where he graduated Phi Beta Kappa and magna cum laude in 1977 with majors in Philosophy and History. Some of my earliest memories are of visiting my grandfather in Mesa where he had a pasture behind his house and rode horses. After graduating from Cornell, he attended NYU Law School in New York City, graduating in 1980. After graduating from NYU, Tom joined the Mayer Brown law firm in Chicago, an international law firm that specialized in tax controversy. He argued several appeals in the Circuit Court of Appeals for the District of Columbia, which is generally regarded as the second most important court in the United States.Tom's ability to analyze complex legal and factual situations and to "cut through" to the heart of the matter are essential to the City Council. During his time at Mayer Brown, I was recognized by Chambers USA as one of the top 25 tax controversy lawyers in the US. Tom retired from Mayer Brown in April 2015. Tom Durham 2024 website   MaryAnne McAllen Maryann McAllen is a 59 year resident of Scottsdale, she is a small business owner, a community leader and activist. Maryann met her husband Sam while being a summer recreation leader for the City of Scottsdale, they have four young adult children and a fun fact about Maryann she is an avid Antique Button Collector.MaryAnn McAllen website   Adam Kwasman Born and raised in Tucson, Arizona, Adam Kwasman developed a deep appreciation for community values and civic responsibility from an early age. His formative years instilled in him a commitment to service and a passion for making a positive impact on the lives of those around him. Adam earned his B.A. from Tulane University, his M.A. in economics from George Mason University, and his J.D. from Arizona State University's Sandra Day O'Connor College of Law. His academic journey not only equipped him with a strong foundation of knowledge but also fueled his desire to contribute meaningfully to society. He is a husband and father of 4 too. Adam Kwasman website   Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality. https://www.electdaveortegamayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.  

Tammy Caputi Tammy began her first term on the Scottsdale City Council in January 2021 and is currently seeking a second term. She has lived and worked in Scottsdale for almost 25 years, and is the president and owner of Yale Electric West, Inc, a Scottsdale company.  Married for over 21 years with 3 daughters who all attend our local schools. She holds a Bachelor of Arts degree in Economics from Wellesley College in Wellesley, MA and a Master's in Business Administration from Simmons University in Boston, MA. Tammy is passionate about keeping Scottsdale the Gold Standard of the Valley, and is always running! Tammy Caputi website   Tom Durham Tom grew up in a small town in Iowa and attended Cornell College where he graduated Phi Beta Kappa and magna cum laude in 1977 with majors in Philosophy and History. Some of my earliest memories are of visiting my grandfather in Mesa where he had a pasture behind his house and rode horses. After graduating from Cornell, he attended NYU Law School in New York City, graduating in 1980. After graduating from NYU, Tom joined the Mayer Brown law firm in Chicago, an international law firm that specialized in tax controversy. He argued several appeals in the Circuit Court of Appeals for the District of Columbia, which is generally regarded as the second most important court in the United States.Tom's ability to analyze complex legal and factual situations and to "cut through" to the heart of the matter are essential to the City Council. During his time at Mayer Brown, I was recognized by Chambers USA as one of the top 25 tax controversy lawyers in the US. Tom retired from Mayer Brown in April 2015. Tom Durham 2024 website   MaryAnne McAllen Maryann McAllen is a 59 year resident of Scottsdale, she is a small business owner, a community leader and activist. Maryann met her husband Sam while being a summer recreation leader for the City of Scottsdale, they have four young adult children and a fun fact about Maryann she is an avid Antique Button Collector.MaryAnn McAllen website   Adam Kwasman Born and raised in Tucson, Arizona, Adam Kwasman developed a deep appreciation for community values and civic responsibility from an early age. His formative years instilled in him a commitment to service and a passion for making a positive impact on the lives of those around him. Adam earned his B.A. from Tulane University, his M.A. in economics from George Mason University, and his J.D. from Arizona State University's Sandra Day O'Connor College of Law. His academic journey not only equipped him with a strong foundation of knowledge but also fueled his desire to contribute meaningfully to society. He is a husband and father of 4 too. Adam Kwasman website   Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality. https://www.electdaveortegamayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.  

Gretchen Jacobs Gretchen Jacobs, Founder & President of Arizona of Governmental Affairs, works with the Governor's Office, Legislature & state agencies on issues of policies, appropriations & government marketing at the State Capital. Prior to starting her practice of governmental affairs, Gretchen represented corporate clients in civil court as an attorney and remains an active member of the Arizona & California State Bar Associations. Since entering the political arena in 1998, she has earned the reputation as one of the hardest working and “most effective” in Arizona.  Jacobs For SUSD Drew Hassler Drew Hassler is a lifelong resident of the Arcadia area. He is a SUSD graduate and his kids are currently attending SUSD schools as well. He's a small business owner and believes in putting students first. Drew Hassler for SUSD Jeanne Beasley Jeanne Beasley and her husband raised their 3 kids in the Scottsdale School District. Jeanne was a volunteer during her kid's time in the district and still works with the District's Audit Committee and attends School Board meetings. Her skillset as a litigation paralegal can bring value to the SUSD board with her critical thinking skills, details to problem solving and her ability to work with others   Beasley For SUSD   Calendar of Events The Polo Party In its 13th year The Polo Party at WestWorld is sure to be a great day! Plenty of fun throughout the day so come out and enjoy with friends and family.   Desert Dog Police K9 TrialsHappening at WestWorld Oct 26-27. A fun opportunity to see these K9 dogs talents as they compete against fellow 4-legged officers. You can also get up close with some the squad cars and officers.   Black Lagoon Spooky Pop-Up Only a couple weeks left to check out this spooktacular pop up at the speakeasy Sunny's Lounge. Phoenix is one of a dz or so locations throughout the U.S. hosting this event.    SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.   

Gretchen Jacobs Gretchen Jacobs, Founder & President of Arizona of Governmental Affairs, works with the Governor's Office, Legislature & state agencies on issues of policies, appropriations & government marketing at the State Capital. Prior to starting her practice of governmental affairs, Gretchen represented corporate clients in civil court as an attorney and remains an active member of the Arizona & California State Bar Associations. Since entering the political arena in 1998, she has earned the reputation as one of the hardest working and “most effective” in Arizona.  Jacobs For SUSD Drew Hassler Drew Hassler is a lifelong resident of the Arcadia area. He is a SUSD graduate and his kids are currently attending SUSD schools as well. He's a small business owner and believes in putting students first. Drew Hassler for SUSD Jeanne Beasley Jeanne Beasley and her husband raised their 3 kids in the Scottsdale School District. Jeanne was a volunteer during her kid's time in the district and still works with the District's Audit Committee and attends School Board meetings. Her skillset as a litigation paralegal can bring value to the SUSD board with her critical thinking skills, details to problem solving and her ability to work with others   Beasley For SUSD   Calendar of Events The Polo Party In its 13th year The Polo Party at WestWorld is sure to be a great day! Plenty of fun throughout the day so come out and enjoy with friends and family.   Desert Dog Police K9 TrialsHappening at WestWorld Oct 26-27. A fun opportunity to see these K9 dogs talents as they compete against fellow 4-legged officers. You can also get up close with some the squad cars and officers.   Black Lagoon Spooky Pop-Up Only a couple weeks left to check out this spooktacular pop up at the speakeasy Sunny's Lounge. Phoenix is one of a dz or so locations throughout the U.S. hosting this event.    SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.   

One of the most powerful tools you can have as you navigate your career is a well-rounded network. The relationships you build with mentors and colleagues have a massive effect on your trajectory, and few know this better than Shannon Nash. Shannon is here today to offer us her insights on the power of relationships, the value of diverse perspectives in the boardroom, and the importance of following your passions, and to offer inspiration and practical wisdom for aspiring leaders across industries. This week's episode 138 of How Women Inspire Podcast is about mentorship, resilience, and the power of relationships! In this episode of How Women Inspire Podcast, Shannon Nash is sharing the importance of being present and fully committed to various aspects of life, including work, family, and personal interests, and actionable steps you can take right now to explore relationship-building in your career. Shannon Nash is a seasoned global leader, financial expert, attorney, and CPA. She serves as an independent director on the boards of NetScout Systems (Audit Committee), SoFi Bank (Risk and Chair, Compensation Committees), and Lazy Dog Restaurants (Chair, Audit Committee). Shannon brings CFO expertise from Wing (an Alphabet company), Reputation.com, and Inside Source. Recognized for her leadership, she has been honored by Accounting Today as one of the Top 100 Most Influential People in Accounting, Diversity Woman Magazine's Elite 100, and Silicon Valley's 100 Most Influential Women. Shannon holds a degree in accounting and a JD from the University of Virginia. She is also an award-winning documentary film producer and co-produced "OnBoard," the story of Black women on boards, which debuted at Tribeca.Some of the talking points Julie and Shannon go over in this episode include:The importance of finding something you're passionate about outside of work.Mentorship as a two-way street and the value of investing time in relationships.Diversity and inclusion in corporate leadership, especially in the boardroom.Investing in women-led businesses to create a better future for future generations.Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me!  And don't forget to follow, rate, and review the podcast and tell me your key takeaways!Learn more about How Women Inspire at https://www.howwomenlead.com/podcast CONNECT WITH SHANNON NASH:LinkedInX (formerly Twitter)OnBoard: The FilmCONNECT WITH JULIE CASTRO ABRAMS:LinkedIn - JulieHow Women LeadHow Women InvestHow Women GiveInstagram - HWLLinkedIn - HWLFacebook - HWL

As bot activity is impacting consumer trends, it is important for brands to be agile with technology. Welcome to today's episode where we're diving into the challenges and opportunities presented by the rise of bot activity in several key industries with Nanhi Singh, Chief Customer Officer at Thales. We'll explore the implications of the 2024 Imperva Bad Bot Report and discuss strategies for staying agile amidst these changes. Nanhi Singh is responsible for application security products and all functions that enhance customer experience and value for Imperva customers. This includes customer support, consulting, training, customer success, managed services, and renewal sales. Prior, she was SVP, Customer Retention and Renewals at Symantec. Nanhi's career spans more than decades in cybersecurity and technology, always leading customer-facing functions. Nanhi also serves on the Board of Directors of Franchise Group and serves as a member of the Audit Committee on that Board. She serves on the Board of Directors of Peninsula Open Space Trust (POST), a nonprofit public benefit corporation. She is passionate about | supporting women and minorities in the Technology industry and was previously a mentor in the Tech Women program. RESOURCES Thales website: https://www.thales Imperva 2024 Bad Bot Report: https://www.imperva.com/resources/resource-library/reports/2024-bad-bot-report/ Attend the Mid-Atlantic MarCom Summit, the region's largest marketing communications conference. Register with the code "Agile" and get 15% off. Register now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price. Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another enlightening episode of the Art of Consulting podcast, where we delve into the personal and professional journeys of some of the most inspiring leaders in the industry. In today's special installment, we are thrilled to welcome Ms. Pat Kaiser, a dynamic leader whose extensive background spans operations, marketing, sales, IT, HR, risk management, and mergers and acquisitions. Join us as we explore Pat's journey, from her impactful career in consulting to her significant contributions to organizations like Agilus Work Solutions. Along the way, Pat shares invaluable insights on preparing a business for sale, the role of intellectual property in consulting, and navigating the challenges of being an independent contractor versus an employee. 00:13 - Introduction: Speaker 1 welcomes the listeners and introduces the guest, Pat Kaiser, who has been a role model and mentor throughout their career in consulting. 00:15 - 00:41 - Introduction Continued: Speaker 2 elaborates on Pat Kaiser's impressive career in IT and consulting, highlighting her leadership roles in multinational organizations and her experience guiding companies through mergers and acquisitions. 00:41 - 01:38 - Preparing a Business for Sale: Pat discusses the process of preparing a business for sale, which involves ensuring documentation accuracy, maintaining clean financials, and setting up a data room. She explains the importance of keeping the staff unaware of the sale preparation to maintain business stability. 01:38 - 02:20 - Confidentiality and Preparation: Pat elaborates on the necessity of discretion while prepping the business for sale and creating a teaser document for potential buyers. She also talks about the development of a confidential information memorandum (CIM) that provides detailed business insights to interested parties. 02:20 - 02:58 - Engaging Interested Parties: Pat explains the role of letters of intent in the sale process and how they serve as binding agreements indicating serious interest from potential buyers. She highlights the competitive nature of these engagements, particularly when competitors are involved. 02:58 - 03:35 - Valuation of Consulting Firms: Pat discusses the importance of intellectual property, management team stability, and staff skills in the valuation of consulting firms. She emphasizes that the primary assets being acquired are the people and the goodwill with clients. 03:35 - 04:48 - Value of Intellectual Property: Pat underscores the value of intellectual property in a consulting firm, including software and documented best practices that can enhance business operations and client implementations. 04:48 - 05:33 - Importance of Client Lists: Pat emphasizes that client lists are often the most critical asset in a consulting firm's valuation, followed by the skills and experience of the staff and intellectual property. 05:33 - 07:46 - Detractors from Business Value: Pat identifies factors that detract from a business's value, such as restrictive client contracts, debt, poor reputation, and inexperienced staff. She explains the importance of managing these elements to maintain business value. 07:46 - 09:40 - Independent Contractor vs. Employee: Pat compares the pros and cons of being an independent contractor versus an employee. She discusses financial rewards, job stability, and opportunities for professional growth in both roles. 09:40 - 13:34 - Discipline in Consulting: Pat highlights the need for discipline as a consultant, from understanding client environments to managing time and continuous learning. She shares tips on how consultants can stay relevant and valuable in the industry. 13:34 - 14:36 - Continuous Learning: The discussion emphasizes the importance of continuous learning and investing in personal development to enhance one's skills and certifications, ensuring long-term success in consulting. 14:36 - 24:47 - Closing Insights: Pat reflects on the significance of having intentional plans and being proactive in career development, both as an employee and a consultant. She shares personal anecdotes and advice on navigating the consulting industry successfully. Episode Highlights 00:13 - 00:15 - Introduction: Speaker 1 welcomes listeners and introduces the episode. 00:15 - 00:41 - Today's Guest: Speaker 2 introduces Pat Kaiser, highlighting her career in consulting and IT. 00:41 - 00:47 - Opening Question: Speaker 1 asks about preparing a business for sale. 00:48 - 01:38 - Preparing a Business for Sale: Pat explains key steps, focusing on documentation, financials, and confidentiality. 01:38 - 02:20 - Confidential Preparation: Pat discusses keeping sale plans discreet and creating teaser documents and CIMs. 02:20 - 02:58 - Engaging Buyers: Pat covers engaging buyers through letters of intent and binding agreements. 02:58 - 03:35 - Business Valuation: Key assets in a firm's valuation, including intellectual property and client goodwill. 03:35 - 04:48 - Intellectual Property: The value of IP in improving business operations. 04:48 - 05:33 - Client Lists: Importance of client lists in increasing a firm's value. 05:33 - 07:46 - Detractors: Factors that detract from value, like contracts, debt, and poor reputation. 07:46 - 09:40 - Contractor vs. Employee: Pros and cons of being an independent contractor vs. employee. 09:40 - 13:34 - Discipline in Consulting: The need for discipline in managing time and continuous learning. 13:34 - 14:36 - Continuous Learning: Importance of investing in skills for long-term success. 14:36 - 20:12 - Career Planning: Pat reflects on intentional career planning and proactive development. 20:12 - 24:00 - Building a Consulting Organization: Insights on leading a successful consulting firm. 24:00 - 24:47 - Closing Remarks: Speaker 1 and Pat summarize key points and express gratitude.   About Our Guest Today Ms. Patricia Kaiser (Pat) was President of the Office Professional & Light Industrial division of Agilus Work Solutions, a large national workforce solutions firm, where she brought over 25 years of experience to the role. Previously, she was the incoming President and VP of Corporate Development for The BOWEN Group, Interim President and Chief Operating Officer for MacKay CEO Forums, and Chief Operating Officer for Sierra Systems for almost a decade. Pat is on the Board of the Alberta Electric System Operator (AESO) and is the Chair of the Human Resources Committee as well as a member of the Audit Committee. She also served on the Board of the Calgary Homeless Foundation for a number of years and in her last year, served as the Board Chair. Pat holds a Bachelor of Commerce degree from the University of Saskatchewan, she attended Queens University's Executive Marketing program, earned her ICD.D from the Rotman School of Business in Toronto, and has been a regular lecturer at the University of Calgary's Haskayne School of Business. Where to find Our Guest online: LinkedIn - Patricia Kaiser: https://www.linkedin.com/in/patricia-kaiser-b-comm-icd-d-0337b14/?originalSubdomain=ca Agilus Work Solutions: https://www.agilus.ca/

In today's episode, I'm joined by Sandy Brooks.Sandy is Vice President of Finance at SA Recycling, the largest privately owned metal recycler in the US.Sandy has been an integral part of SA's growth, from 17 to over 140 recycling facilities.Sandy started her career at Ernst Young, was CFO of four companies, had her own accounting and tax practice, and wrote a tax guide.She's currently chair of ReMA's Audit Committee, sits on the ReMA National Board, and is President of its West Coast chapter.In today's episode we talk about:

AI-generated content has exploded into people's feeds, and with that comes greater concern over deep fakes and misinformation. As we scroll through election content this season, how can we ensure we know when something is real or fake? In this interview, IBM's Jesús Mantas addresses how his work proactively stops “fake news” and what we, as ordinary citizens, can do to spot and combat misinformation, especially AI-generated.Jesús Mantas is the Global Managing Partner in IBM Consulting responsible for Business Transformation Services, leading the $10B unit transforming and operating mission critical businesses with digital technology and AI. He also serves as an Independent Director and Chair of the Compensation and Management Development Committee in the Board of Biogen (NASDAQ:BIIB), a leading biotechnology company focused on neuroscience. He serves as a member of the Audit Committee as well. He is also a member of the World Economic Forum AI Global Council. Prior to joining IBM, Jesús was a Partner in the High Technology practice of PricewaterhouseCoopers Consulting, an adjunct professor at University of California Irvine Graduate School of Management, and an officer in the Air Force of Spain.Jesús Mantas is the Global Managing Partner in IBM Consulting responsible for Business Transformation Services, leading the $10B unit transforming and operating mission critical businesses with digital technology and AI. He also serves as an Independent Director and Chair of the Compensation and Management Development Committee in the Board of Biogen (NASDAQ:BIIB), a leading biotechnology company focused on neuroscience. He serves as a member of the Audit Committee as well. He is also a member of the World Economic Forum AI Global Council. Prior to joining IBM, Jesús was a Partner in the High Technology practice of PricewaterhouseCoopers Consulting, an adjunct professor at University of California Irvine Graduate School of Management, and an officer in the Air Force of Spain.

Welcome to the only roundtable podcast in compliance as we celebrate our second century of shows. In this episode, we take up a potpourri of topics. We have the quartet of Matt Kelly Jonathan Armstrong, Jonathan Marks, and Karen Moore; all hosted by Tom Fox. 1. Jonathan Armstrong looks at HP and their decision to continue proceedings against the Estate of Mike Lynch after his death. He rants about Claude Weil and the Grenfell Tower disaster. 2. Jonathan Marks considers the role of the Audit Committee on a Board. He rants about his beloved Philadelphia Eagles and the NFL having their home opening on a Friday night in Brazil.  3. Karen Moore considers the Boston Consulting Group FCPA Declination. She shouts out to the Victorian Lyric Opera Company.  4. Matt Kelly looks at the RTX enforcement action by the State Department. He shouts out to the Brazilian judiciary for standing up the bullying tactics of Elon Musk in their legal dispute.  5. Tom Fox shouts out to Professor Stephen Bainbridge and his dismantling of the DExit fallacy.  The members of the Everything Compliance are: •       Karen Woody – Is one of the top academic experts on the SEC. Woody can be reached at kwoody@wlu.edu •       Matt Kelly – Founder and CEO of Radical Compliance. Kelly can be reached at mkelly@radicalcompliance.com •       Jonathan Armstrong –is our UK colleague and an experienced data privacy/data protection lawyer in London. He can be reached at his new law firm Jonathan.Armstrong@puntersouthall.law •       Jonathan Marks can be reached at jtmarks@gmail.com •       Karen Moore can be reached at Kmoore51@fordham.edu The host and producer, rantor (and sometime panelist) of Everything Compliance is Tom Fox the Voice of Compliance. He can be reached at tfox@tfoxlaw.com. Everything Compliance is a part of the award-winning Compliance Podcast Network.  For more information on the Ethico Toolkit for Middle Managers, available at no charge by clicking here. Check out the full 3-book series, The Compliance Kids on Amazon.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's episode, we're joined by Kim Ford, Vice President of Internal Audit at Ingersoll Rand. In this episode, Kim shares her approach to building a strong internal audit function, including a program that trains auditors before moving them into the finance department, enhancing both controls and financial insight. She also discusses the evolving expectations of the audit committee, offering insights from a recent meeting, and explores how data and automation can boost audit efficiency, providing practical takeaways for listeners.   Be sure to connect with Kim on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 6:56 - Building Internal Audit Functions 9:31 - People, Processes and Technology 10:35 - Kim's Training Method 15:04 - What the Audit Committee wants from a CAE 17:23 - Best Ways to Measure Success 23:19 - RPA Use Cases 25:12 - The Personal Side of DA 28:12- The BTS of the Audit Committee Quarterly Updates 32:18- Taking Analytics to the Next Level 33:29 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Jeannette is joined by Professor Anthony Khawaja, a top eye specialist at Moorfields, focusing on the topic of glaucoma. Professor Kawaja shares his journey to becoming a leading expert in the field of ophthalmology, highlighting the importance of early detection and treatment of glaucoma. He discusses the impact of genetics, lifestyle choices, and advancements in artificial intelligence on eye health KEY TAKEAWAYS Anthony's innovative approach to combining medicine and surgery in the field of ophthalmology, particularly in glaucoma, showcases his commitment to finding new solutions. Professor Khawaja's groundbreaking genetic research in glaucoma has led to significant advancements in understanding the disease and potential treatments. The emphasis on making a difference and impacting society through his work is a driving force for Professor Kawaja, motivating him to push boundaries and challenge the status quo. The importance of finding a balance between work and personal life, as well as the support of a partner like Claire, is crucial for managing the emotional toll of challenging cases and maintaining fulfilment in one's career. BEST MOMENTS "It's moved so quickly. I remember when I first started ophthalmology for some inherited, I did a clinic, you only get these clinics at Northfields where everybody has these rare genetic dystrophies" "In some cases you're dealing with death, you're dealing with potential blindness in your field."  "Glaucoma is what commonest causes of blindness. In the UK and in developed countries it's usually the second commonest cause after a condition called age-related macular degeneration."   This is the perfect time to get focused on what YOU want to really achieve in your business, career, and life. It's never too late to be BRAVE and BOLD and unlock your inner BRILLIANT. Visit our new website https://brave-bold-brilliant.com/ - there you'll find a library of FREE resources and downloadable guides and e-books to help you along your journey. If you'd like to jump on a free mentoring session just DM Jeannette at info@brave-bold-brilliant.com. VALUABLE RESOURCES Brave Bold Brilliant - https://brave-bold-brilliant.com/ Brave, Bold, Brilliant podcast series - https://podcasts.apple.com/gb/podcast/brave-bold-brilliant-podcast/id1524278970    ABOUT THE GUEST Professor Anthony Khawaja leads a data science and genomics research team at the UCL Institute of Ophthalmology and Moorfields Eye Hospital, aiming to improve the care of patients with glaucoma and other common eye diseases. He is an Honorary Consultant Ophthalmic Surgeon practicing at Moorfields Eye Hospital, where he specialises in the medical and surgical care of patients with glaucoma and cataract. Anthony completed his medical training at the University of Cambridge and University College London, and his ophthalmic residency and glaucoma fellowship training at Moorfields Eye Hospital. His research training began with a Wellcome Trust funded PhD programme at the University of Cambridge, including a Masters in Epidemiology for which he won the Nick Day Prize. He was also awarded the Berkeley Fellowship which supported a period at Harvard Medical School. Anthony is currently a UK Research & Innovation Future Leaders Fellow and a Lister Institute Fellow. He holds several leadership positions including: Director of the European Society of Ophthalmology Leadership Development Programme, President of the European Eye Epidemiology Consortium, Chair of the European Glaucoma Society Screening Task Force, Chair of the Royal College of Ophthalmologists Informatics and Audit Committee, Chair of the UK Glaucoma Genetics Consortium, Chair of the UK Glaucoma Real-World Data Consortium. ABOUT THE HOST Jeannette Linfoot is a highly regarded senior executive, property investor, board advisor, and business mentor with over 30 years of global professional business experience across the travel, leisure, hospitality, and property sectors. Having bought, ran, and sold businesses all over the world, Jeannette now has a portfolio of her own businesses and also advises and mentors other business leaders to drive forward their strategies as well as their own personal development. Jeannette is a down-to-earth leader, a passionate champion for diversity & inclusion, and a huge advocate of nurturing talent so every person can unleash their full potential and live their dreams. CONTACT THE HOST Jeannette's linktree - https://linktr.ee/JLinfoot https://www.jeannettelinfootassociates.com/ YOUTUBE - https://www.youtube.com/@braveboldbrilliant LinkedIn - https://uk.linkedin.com/in/jeannettelinfoot Facebook - https://www.facebook.com/jeannette.linfoot/ Instagram - https://www.instagram.com/jeannette.linfoot/ Tiktok - https://www.tiktok.com/@jeannette.linfoot Podcast Description Jeannette Linfoot talks to incredible people about their experiences of being Brave, Bold & Brilliant, which have allowed them to unleash their full potential in business, their careers, and life in general. From the boardroom tables of ‘big' international businesses to the dining room tables of entrepreneurial start-ups, how to overcome challenges, embrace opportunities and take risks, whilst staying ‘true' to yourself is the order of the day.Travel, Bold, Brilliant, business, growth, scale, marketing, investment, investing, entrepreneurship, coach, consultant, mindset, six figures, seven figures, travel, industry, ROI, B2B, inspirational: https://linktr.ee/JLinfoot

This week's episode, we're joined by Yasemin Agatan, Vice President and Chief Audit Executive at Clarivate. In this episode, Yasemin shares her unique journey and insights as a top executive in one of the world's most data-driven companies. She also discusses how she successfully shifted her department's focus from predominantly SOX work to a balanced mix of SOX and operational audits. Yasemin offers valuable insights into prioritizing risks, developing internal audit strategies over the years, and effectively communicating these strategies to the audit committee.   Be sure to connect with Yasemin on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Phoenix CFOLC Chapter Website: Phoenix - CFO Leadership Council  CFOLF Membership info: Membership - CFO Leadership Council    Timecodes: 5:53 - Internet Browsing History 9:25 - Taking Analytics to the Next Level 18:50 - Best Methods for Decreasing SOX and Increasing Operational Work 24:48 - Tools and Implementation 28:02 - The Benefits of Obtaining Certifications 31:27 - How to Present Strategies to the Audit Committee 35:55 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality.  https://www.electdaveortegamayor.com/   Linda Milhaven Linda Milhaven lived in Scottsdale for over 40 years where she worked in the banking industry serving Scottsdale businesses and more. She was on Scottsdale City Council for 12 years during the Great Recession and COVID pandemic. Linda was inducted into Scottsdale's History Hall of Fame in 2023, and chaired many boards and committees. Linda is running to protect you and preserve you and our community.  https://milhavenformayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.

Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality.  https://www.electdaveortegamayor.com/   Linda Milhaven Linda Milhaven lived in Scottsdale for over 40 years where she worked in the banking industry serving Scottsdale businesses and more. She was on Scottsdale City Council for 12 years during the Great Recession and COVID pandemic. Linda was inducted into Scottsdale's History Hall of Fame in 2023, and chaired many boards and committees. Linda is running to protect you and preserve you and our community.  https://milhavenformayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.

Last week, I attended the Parents Fundraising conference hosted by Cornell University. Chris McGowan (Yale's former co-chair of the Parents Leadership Council) joined me for a live audience conversation about working with parent volunteers and donors. It is worth listening to the end where we will have a live Q and A! Chris McGowan is the General Partner of CJM Ventures (“CJMV”), a Chicago growth equity and private equity investment firm. McGowan's private equity career began 29 years ago with AEA Investors in New York City, after earning an undergraduate degree in theoretical mathematics from Columbia University's College of Arts and Sciences, and following two years of mergers and acquisitions training at Morgan Stanley. After completing an MBA at Harvard Business School, he joined Madison Dearborn Partners (“MDP”) in Chicago, where he co-headed their basic industries practice for the last five years of his 12-year career there.  At MDP, he oversaw more than $2 billion of equity investments focused on buyouts and growth equity globally in the industrial, consumer, and energy & power sectors.  He continues to serve on the Board of prior MDP portfolio company Boise Cascade (former Chairman of Audit Committee, NYSE: BCC) and formerly served on or advised the boards of Smurfit Kappa Group (LN: SKG), BWAY Holdings, FirstWind, US Power Generating, OPENLANE, The Illinois Venture Capital Association, and others. --- Support this podcast: https://podcasters.spotify.com/pod/show/devdebrief/support

Key Takeaways:Audit Committees should have a playbook when allegations of fraud arise. The Audit Committee's response level to a particular allegation will depend on the scope of the allegation and the corporate environment.Determining when an independent investigation is necessary and how independent it needs to be is determined by the context of fraud allegations. Timeliness is critical. Care should be taken in communicating with stakeholders.

Lisa Borowsky Scottsdale native Lisa Borowsky is a lawyer, mother and community advocate. She previously served on the Scottsdale City Council from 2008 to 2012. She led the charge pushing for meaningful structural changes to the budget process, including a City Charter amendment, which moved the City Treasurer to the position of Charter Officer, reporting directly to the Council and the citizens. Lisa served on numerous boards & committees including Experience Scottsdale Board of Directors, the City's Audit Committee, the Water Subcommittee,  Scottsdale Westworld Subcommittee, Charros Foundation Board and many more. As mayor of Scottsdale, Lisa will leverage her experience as an attorney, councilwoman, and volunteer to protect Scottsdale's future, bring transparency to city government, and improve the lives of Scottsdale residents. https://lisaformayor.com/   Dave Ortega Mayor Dave Ortega is running for re-election as Scottsdale Mayor. A resident of Scottsdale for over 40 years, he owns an architecture firm in Old Town. During his current term of Mayor, Dave Ortega  supports  public safety, protecting family-friendly neighborhoods, defending Scottsdale Water from dry-lot 'wildcat" houses in the county, reinvesting in our vibrant Western legacy in Old Town, and promoting citywide economic vitality.  https://www.electdaveortegamayor.com/   Linda Milhaven Linda Milhaven lived in Scottsdale for over 40 years where she worked in the banking industry serving Scottsdale businesses and more. She was on Scottsdale City Council for 12 years during the Great Recession and COVID pandemic. Linda was inducted into Scottsdale's History Hall of Fame in 2023, and chaired many boards and committees. Linda is running to protect you and preserve you and our community.  https://milhavenformayor.com/   SUBSCRIBE on your Favorite podcast listening app. Find us on IG & FB at Scottsdale Vibes Podcast or check us out on scottsdale vibes dot media. And don't forget that we are now the proud owners of Scottsdale City Lifestyle magazine where you can read about even more of your favorite community.

Do you think that asking for help is a leadership superpower? Join us as we sit down with Justine Hendricks, President and CEO of FCC, to answer this thought-provoking question and many others over the course of our discussion. We start by examining the importance of curiosity, particularly for CEOs who must navigate complex crises and uncharted territories. Justine shares her thoughts on maintaining an open mind and understanding different perspectives before jumping to solutions. Additionally, we discuss the critical role of communication and accessibility in leadership, emphasizing how these qualities help leaders adapt to today's dynamic environment. Justine takes us through the evolving workplace culture, emphasizing how humility and the willingness to ask for help have become essential strengths. Reflecting on significant events like George Floyd, she illustrates the profound impact of observation and reflection in addressing the root causes of crises. We delve into the emotional aspects of organizational transformation, highlighting how clear communication and linking changes to the company's mission can build trust and resilience among employees. Finally, we explore the critical roles of authenticity and active listening in leadership. Justine shares her thoughts on the importance of balancing being true to oneself with maintaining awareness of the surrounding environment. We stress the importance of setting boundaries, celebrating small wins, and prioritizing well-being to cultivate a supportive and sustainable leadership approach. This episode offers a rich tapestry of insights, personal anecdotes, and actionable advice for anyone looking to enhance their leadership journey. What You'll Learn: • The indispensable role of curiosity in CEO success • Embracing vulnerability and the strength in asking for help • Managing the emotional landscape of organizational transformation • Authenticity as a cornerstone of genuine human connection • The underestimated power of active listening • Prioritizing well-being for sustained leadership effectiveness Podcast Timestamps: (00:00) – What Are the Essential Leadership Qualities? (13:10) - The Power of Asking for Help (21:43) - Navigating Transformation and Challenge (34:20) - The Role of Authenticity in Strong Leadership (39:55) – The Importance of Active Listening in Leadership Excellence (46:23) - Prioritizing Well-Being in Leadership More of Justine: Justine Hendricks is the President and CEO of FCC, a Canadian federal crown corporation which offers financing, insurance, software, and more to Canada's agriculture industry. With previous experience at RBC and Export Development Canada, Kristine has a wealth of knowledge to offer when it comes to building, leading, and empowering successful teams in business. She's a member of the University of Ottawa Board of Governors and currently sits on their Audit Committee. She earned an MBA from the University of Ottawa and a bachelor's degree from Carleton University. LinkedIn: https://www.linkedin.com/in/justine-hendricks-ab82664/ Key Topics Discussed: Leadership, Effective Leadership, Curiosity, Open-mindedness, Communication, Navigating Uncertainty, Crisis Management, Workplace Culture, Humility, Vulnerability, Asking for Help, Human Connection, Organizational Transformation, Authenticity, Active Listening, Well-being, Setting Boundaries, CEO Success More of Do Good to Lead Well: Website: https://craigdowden.com/LinkedIn: https://www.linkedin.com/in/craigdowden/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-dowden/message

Ever wondered how top leaders master the delicate dance between empathy and accountability, seamlessly weaving them into their leadership fabric to inspire, guide, and drive results? Today, we embark on a journey of discovery with our distinguished guest, Chelsea Grayson. With a rich tapestry of experience helming iconic brands like American Apparel, True Religion Jeans, and Spark Networks, while serving on multiple private and public boards, Chelsea has honed her expertise to navigate the intricate balance between empathy and accountability. As we delve into her insights, we'll uncover how she cultivates trust, fosters engagement, and harnesses the transformative power of executive coaching to shape a culture of success. Join us as we unravel the secrets and strategies essential for becoming not just a leader but a respected leader in today's dynamic business landscape. About our Guest: Chelsea A. Grayson made history as the first female CEO of True Religion and chaired its Audit Committee. She also led American Apparel as CEO, a $650M apparel manufacturer with a 50-country footprint, overseeing significant operational improvements before its successful sale to Gildan Activewear Inc. Currently, Chelsea serves as interim CEO and board member of Spark Networks, and on the boards of Xponential Fitness, Morphe Cosmetics, and Goodness Growth Holdings. She is also an Executive in Residence at Wunderkind. With a background in law, Chelsea's expertise spans corporate governance and M&A. She holds Board Leadership and Corporate Governance Fellowships with the NACD and advises UCLA's Department of English. She is a recipient of the In-House Impact Award from The Recorder (The American Lawyer) and of the 40 Under 40 Recognition Award from the M&A Advisor. She was also named one of "L.A.'s Top 40 Dealmakers" in the Los Angeles Business Journal's "Who's Who in L.A. Law". About Your Host: Ken Schmitt is the CEO and founder of TurningPoint Executive Search. He is also the author of "The Practical Optimist: An Entrepreneur's Journey through Life's Turning Points". Ken was raised in an entrepreneurial family and brings a uniquely authentic voice to his podcast, blending life, family, and business together. Ken is a seasoned expert with almost three decades of experience in executive recruiting. In his podcast, he focuses on revealing the secrets of recruiting, retention, and real HR strategies. The podcast is not preachy, academic, or theoretical. It provides authentic perspectives on the challenges, triumphs, and quirks that make the hiring game both exhilarating and unpredictable. Twice a month, Ken offers tactical advice and industry insights to empower listeners to navigate the intricate world of executive recruiting confidently. "Hiring Matters" is your go-to resource for elevating your hiring game and equipping you with the tools to build, grow, and lead truly exceptional teams. Brace yourself for Ken's "Recruiter Rant" episodes, where he shares unfiltered insights and behind-the-scenes revelations about the industry's hidden secrets. Get ready to gain more than expected from this informative and engaging podcast. Follow Ken on LinkedIn Powered by TurningPoint Executive Search: Helping business hire right. Chapters: 03:05 Introduction to Chelsea Grayson and her Leadership Journey 08:33 Challenges of Traditional Approaches to Marketing 10:19 Defining Innovation in Different Industries 13:01 Transition from Board Member to CEO 18:41 Training Leaders to Manage Vulnerability and Accountability 22:00 Imparting Leadership Style and Approach to Others 23:25 The Value of Executive Coaching for Leaders 24:21 The Importance of Effective Communication in Leadership and Crisis Management 32:16 Understanding Perspectives: Making Decisions on Social Issues 47:02 Advice for Up-and-Coming CEOs: Running Larger P&Ls and Engaging with the Board 48:22 Being Proactive, Decisive, and a Good Listener: Valuable Leadership Traits 36:23 The Role of Social Media in Communication and Brand Management 39:13 Consistency with Company Values and Brand in Communication 41:05 Building a Diverse Board for Different Perspectives 44:11 Making Difficult Decisions and Taking a Stand 45:05 Continuous Learning and Staying Informed 48:51 Empowering Employees as Brand Ambassadors   Keywords: leadership, vulnerability, accountability, engagement, executive coaching, fresh perspectives, communication, leadership, crisis management, CEO, employees, board members, stakeholders, social issues

In this episode of The Silicon Valley Podcast, we delve into the dynamic world of investment banking with the esteemed Vincent Monteparte, a visionary leader with over 25 years of experience in managing strategic enterprise initiatives across various industries. Vincent Monteparte serves as a Board Director and Chair of the Audit Committee for Dalrada Financial Corporation (DFCO), a Healthcare, Technology, and Clean Energy Company. Additionally, he holds Board Director positions for Measurabl, a global sustainability SaaS Software company, and Slingshot Aerospace, a computer vision AI SaaS software company for the commercial/government satellite industry. He also serves on the boards of Pepperdine University Graziadio School of Business and the College of Business and Engineering for Embry Riddle Aeronautical University. With a background spanning mergers & acquisitions for the middle market, board leadership & governance, market expertise & positioning, and strategic business investment & planning, Vincent brings a wealth of knowledge to the table. Here are some key questions we explore with Vincent:   How early should a business owner start to talk to an investment banker for planning the sale of their business, and when should a company start to prepare for an exit? How important is it for a founder to plan for an exit? How does one think about the valuation of their company? What are some warning signs that an investment banker can see that may indicate a deal will not work? After the sale is complete, what do you want your client to say about you as an investment banker? How will investment banking change with the addition of new technology? We also touch on the evolution of investment banking over the years and explore the potential competition between Venture Capitalists and family offices for deals in the future. Join us for this enlightening discussion with Vincent Monteparte as we uncover the intricacies of investment banking and gain valuable insights into the world of finance and deal-making. Connect with Vincent Monteparte on LinkedIn

This week, our guest is Malcom, Former Senior Vice President and Managing Director for Internal Audit Digital Transformation and Data Analytics at Northern Trust. Dave recounts his mid-40s retirement journey and his subsequent decision to return with the desire to help internal auditors in his organization.   In this episode, he reveals his approach to establishing an internal audit department, discusses the expected duties of the audit committee, and underscores the credibility boost through the strategic use of data analytics to identify outliers.   Be sure to connect with Dave on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 5:28 - Coming Out of Retirement 9:10 - The Impact of Generative AI 10:28 - The Importance of Investing in Data Analytics 13:58 - Data Literacy 16:21 - How to Make your Audit Department Better 19:23 - What to Expect from the Audit Committee 27:27 - How to Achieve Quantitative Risk Assessments 31:00 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

FRIDAY WRAP: Bans of TikTok and non-competes, ADM's audit committee, Oklahoma's anti-ESG rollback, and space junk

VC investment in startups is crucial for the industry. Yet, the funding into underrepresented founders is dismal and seems to be getting worse by the year. Could bringing more women into investment communities and helping them secure board roles be the answer we are looking for? In this episode of One Vision — FinTech Fuse! We chat with Millicent Tracey on her impactful journey from banking and beyond. Millicent is an independent public company Board Director and Audit Committee member, FinTech Board Advisor, and former Fortune 50 senior executive. Tune in to hear her perspectives on what gets her excited in financial services and how we can own our power. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Investing In Integrity, Ross Overline speaks with Diana Pagliarini, the Executive Vice President and General Auditor at State Street Corporation. Diana has 32 years of experience in the banking industry and 14 years in board-visible roles. Her leadership and ability to execute strategic plans leads to improved processes, functions, and departments while influencing policy changes and risk practices at an enterprise level. Diana's role at State Street involves managing and developing the company-wide corporate audit plan, ensuring risk is appropriately governed. To maintain independence, a critical component of the General Auditor Role, she has a direct reporting line to the Board of Directors Examining and Audit Committee.  State Street is a global leader across investment servicing, markets and financing, and investment management. Risk and auditing is about managing risks, maintaining transparency, identifying vulnerabilities, and driving compliance. With risks, there are layers of security that only authorized people should have access to. The higher the risk the more security features and layers of security are built into the architecture of the vault access. Auditors have to look at everything from people to processes and technology to know the risk. If it is a risk for State Street, it's something Diana and her team are auditing. In her role, Diana also values the importance of character and integrity in leadership and emphasizes self-awareness and self-care, as well as owning your mistakes and showing up, especially during difficult times. Integrity and credibility are significant currencies in leadership. Demonstrating this during challenging times can lead to further opportunities. Also, being willing to ask “What do you need?” and “How can I help?” is a great way to show leadership and build a rapport with your seniors. 

This week, Pat Neimann, Partner of Center for Board Matters at EY, joins the show. With a focus on ethics and fraud training, Jo brings a wealth of experience to the table. In this episode, Pat will explore pressing issues in cybersecurity, IA, and ESG in 2024. We'll discuss the impact of governance on AI, key questions the audit committee should pose to leadership, and cybersecurity implications under SEC rules.   Be sure to connect with Pat on LinkedIn.   Applying Machine Learning in Internal Audit   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.