Podcasts about bba

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Latest podcast episodes about bba

Solar Maverick Podcast
SMP 241: Solstice: Turning RECs into Community Impact

Solar Maverick Podcast

Play Episode Listen Later Oct 9, 2025 38:19


Episode Summary: In this episode, Benoy Thanjan sits down with Sandhya Murali, Co-Founder & CEO of Solstice, and Sam Cote, Account Executive, to discuss the launch of Solstice's groundbreaking Community Solar Benefit REC program.  It is an innovative structure that channels corporate sustainability investments directly into underserved communities. The program debuted in 2024 with Microsoft as one of the first pilot customers, marking a new chapter where renewable-energy credits fund measurable social and economic impact. Sandhya and Sam share how this approach lets corporations, developers, and municipalities align ESG goals with local benefits, promote equitable clean-energy access, and strengthen the connection between clean power and social outcomes. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Sandhya Murali Co-Founder & CEO Responsible for finances, product development, solar developer relationships, and financial inclusion. Sandhya began her career in Barclays' investment banking division in New York and London, advising on and executing public equity transactions for Technology, Media and Telecom companies, and was also deeply involved in Barclays Philanthropy. Her volunteer work included Endeavor, Women's World Banking, and Barclays' Social Innovation Fund. During graduate school, Sandhya worked at Buen Power Peru, a for-profit social enterprise that distributes solar lamps and water heaters to off-grid communities in Peru. She holds a BBA from the University of Michigan and an MBA from the MIT Sloan School of Management, where she received the Sustainability Certificate.   Sam Cote Enterprise Account Executive Sam Cote is an Account Executive at Solstice, connecting the benefits of renewable energy to underserved communities through community solar and clean energy procurement. A former journalist who pivoted her career to focus on social and environmental impact, she is a talented project manager and communicator who drives strategic projects for community benefit. In her startup career, she's supported revenue diversification through business plan development and implementation and subsequent new product sales, she's previously been responsible for fundraising, managing acquisition and post-merger integration processes, contracting, grant-writing, and full-cycle recruiting – among other demands of supporting a hybrid social enterprise. Sam is proudly from the great state of Maine and a graduate of Boston University with a B.S. in Broadcast Journalism.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com       Sandhya Murali      Linkedin: https://www.linkedin.com/in/sandhyamurali/      Website:  https://solstice.us/            Sam Cote      Linkedin:  https://www.linkedin.com/in/samcotesolar/      Website:  https://solstice.us/   Previous episodes of the Solar Maverick Podcast with Solstice https://solarmaverick.podbean.com/e/smp-158-how-solstice-differiates-from-other-customer-acquisiton-and-management-company/ https://podcasts.apple.com/us/podcast/solar-maverick-podcast/id1441876259?i=1000516940347

The Business Credit and Financing Show
Jon Ostenson: Scaling Through Systems: The Strategic Case for Franchise Ownership

The Business Credit and Financing Show

Play Episode Listen Later Oct 7, 2025 28:45 Transcription Available


Jon is a top Franchise Consultant, investor, author, and speaker specializing in non-food franchising. As CEO of FranBridge Consulting, he draws on his experience as a former Inc. 500 franchise system president and multi-brand franchisee to help clients explore business ownership. Through FranBridge, Jon connects entrepreneurs with over 600 high-growth non-food franchise opportunities, providing expert guidance throughout the process. Previously, Jon served as President of ShelfGenie, a national franchise with 200 locations, and was Vice President of Sales at Carter's Inc., where he managed over $350 million in annual sales. He began his career as a Consultant with Accenture, working internationally. He is also the author of Non-Food Franchising and a recognized thought leader in the franchise and investment space. Jon earned a BBA in Finance and an MBA from the University of Georgia and was named to UGA's “40 Under 40” list in 2014. He lives in the Atlanta area with his wife and three children and serves on the boards of Growing Leaders, Inc. and the Entrepreneur's Organization while mentoring through various nonprofits.   During the show we discussed: Why focus on non-food franchises Why non-food often beats food franchising Helping clients discover unexpected franchise options What it's like to work with FranBridge Consulting Finding the right franchise fit Typical franchise investment range Common funding options (SBA, retirement, etc.) Why franchises earn 1.5X higher exit multiples Balancing risk vs. return in franchising Owner-operator vs. semi-absentee models Support systems from franchise partners Common franchising misconceptions Traits of successful franchise owners Resources: https://franbridgeconsulting.com/  

REL Freedom Podcast
Jack Corrigan - Redefining Real Estate Lending & Investing

REL Freedom Podcast

Play Episode Listen Later Oct 2, 2025 24:17


Jack Corrigan is an accomplished real estate investment professional with deep experience in private equity, capital markets, and financial modeling. As Investor Relations & Fund Associate at The Lucky Group, Jack plays a key role in capital raising, investor communications, and fund operations—helping bridge the gap between strategy and execution. Jack's career includes time at Greysteel and Stablewood Properties, where he supported underwriting, acquisitions, and investment sales. With over $80M in transactions underwritten, Jack brings a proven track record of evaluating opportunities and creating value. Jack also leverages AI and advanced analytics to enhance portfolio decision-making—giving investors a competitive edge in today's market. A graduate of the University of Texas at Austin with a BBA in Finance and Real Estate, Jack combines sharp financial expertise with strong relationship-building skills to drive investor engagement and capital strategy. If you're interested in real estate investing, private equity strategies, capital raising, or how AI is shaping the future of real estate, this episode delivers insights you won't want to miss.Real People. Real Life Stories. Real Wealth Building. REL (Real Estate Leveraged) Freedom: Founded By Mike SwensonSUBSCRIBE IF YOU'RE LOOKING TO BUILD WEALTH THROUGH OPPORTUNITIES IN THE REAL ESTATE INDUSTRY✅   http://relfreedom.tvGET STARTED INVESTING TODAY AND ACCESS OUR DEAL LIST!

McCombs Made
Episode 22: Jeremy Tsui

McCombs Made

Play Episode Listen Later Oct 1, 2025 33:09


 Jeremy Tsui graduated in 2015 with a BBA from McCombs as part of the honors program. He had a startup with friends before he even graduated and now is the CEO and co-founder of Finley, which is a tech company redefining the ways startups get funding. In this episode, he talks with host Miranda Bradley about his journey from cellist to business mogul, wannabe to McCombs, grad to young CEO, and exactly what that experience has taught him.  

AZIMUT
Le CEFAM : l'école de management franco-américaine➿

AZIMUT

Play Episode Listen Later Sep 30, 2025 30:07


Proposez à votre enfant un programme unique en France, véritable tremplin pour une carrière à l'international.Pourvoir un enseignement de management international d'excellence, en combinant le modèle académique américain avec une expérience d'apprentissage basée sur des compétences professionnelles. Le CEFAM, école internationale de management, s'engage à former des diplômés capables de définir leur propre vision de réussite professionnelle et personnelle tout en excellant dans une carrière internationale qu'ils auront choisie.Votre enfant rêve d'une carrière à l'international ? Son avenir passera sans doute par les États-Unis ou le Canada et au minimum par une maîtrise professionnelle de l'anglais.Faites le choix du CEFAM et obtenez un double/triple diplôme reconnu en France et en Amérique du nord.Pourquoi intégrer le CEFAM ?Cours enseignés 100% en anglaisDes classes de 15 étudiants en moyenneUn corps professoral 100% internationalUne place garantie dans une université nord-américaine pour 100% des étudiantsUn réseau d‘alumni en France et sur tous les continentsUne proximité étudiants / enseignants / administration : rejoignez la CEFAMILY !Des étudiants de plus de 26 nationalités différentes1 seul cursus pour un double / triple diplôme1 titre français certifié niveau 7 par l'Etat (MSc) : « Manager des Organisations à l'International »1 BBA ou MBA d'une université américaine ou canadienne accréditée par le label d'excellence AACSBUn parcours & un suivi ultra personnalisés

Skill Builder
34 ~ Thermally Broken Lintels with Richard Price from Catnic

Skill Builder

Play Episode Listen Later Sep 29, 2025 29:04


Thermally broken lintels minimise heat transfer through the building envelope to meet Part L of the Building Regulations. Catnic's thermally broken lintels use two folded steel sections bonded to a high-strength, thermally efficient core, achieving psi values no greater than 0.05 W/mK without additional brackets or cold bridges. Traditional steel lintels create significant thermal bridges by crossing the insulated cavity. Separating the inner and outer steel sections breaks this thermal convection and reduces heat flow by over 90%, depending on the design. Catnic thermally broken lintels are available to suit 90-205mm cavities, in standard, heavy or extra heavy duty load capacities. ________________________ Summary ❄️ Thermally broken lintels slash heat loss by eliminating cold bridging.

On Connection
When Vision and Values Actually Work

On Connection

Play Episode Listen Later Sep 24, 2025 62:18


Too often, vision and values work ends up as lofty statements that don't translate into daily practice. But when it's done well, it can transform how teams collaborate, make decisions, and connect to a shared purpose. In this episode of On Connection, we're joined by Trisha Moslin from The Nature Conservancy's Gift Planning team, who helped lead an effort to co-create a vision and values that went beyond words on a page. Together, we explore what made their approach successful, how leadership shaped the process, and why the results have endured—strengthening both team culture and their ability to advance TNC's mission for the long term.Guest Bio: Trisha MoslinTrisha Moslin is the Director of Strategy and Planning in the Gift Planning department at The Nature Conservancy. She ensures strategic alignment and continued focus on priorities, works to improve communication and cross-team integration, advises and supports the department lead and management team, and manages cross-functional projects. She led the collaborative creation of TNC Gift Planning's Vision and Values and works to ensure they're integrated into the department's work. Before joining TNC in 2019, she spent 15 years in international development, including as a Peace Corps volunteer. She holds an MPH in Reproductive Health and Population Studies from Emory University Rollins School of Public Health and a BBA magna cum laude in Marketing with an International Business minor from Texas A&M University. She's traveled to 26 countries and 30 U.S. states, plays a lot of tennis, and is always in the middle of several books.

Hot Topics!
Talkin' with Tutors (Part 19)

Hot Topics!

Play Episode Listen Later Sep 24, 2025 69:35 Transcription Available


Welcome to Hot Topics! In this episode, host Gabrielle Crichlow talks with fellow tutorpreneur Raven Marshall, who shares her journey in the tutoring field and her experiences as an educator.Raven explains how she shifted from a successful career in the insurance industry to teaching. She initially worked in a traditional classroom, where she developed her skills and became a certified reading specialist, earning a master's degree in education. However, she realized that homeschooling her two sons would better suit her family's needs and lifestyle, allowing for a more personalized learning experience. This change highlighted the importance of tailored instruction, showing how customized tutoring can create valuable educational experiences that meet each child's unique needs.Raven focuses primarily on students in kindergarten through 5th grade, with a strong emphasis on reading. She is dedicated to helping her young learners develop essential literacy skills, such as phonemic awareness and letter recognition. Along with her work at the homeschool co-op she co-founded in East Texas, which promotes collaboration among families, Raven also offers private online tutoring. This allows her to connect with more students and provide individualized support.One of the most rewarding aspects of homeschooling for Raven is the freedom it gives her to be more creative in her teaching. She enjoys breaking away from the strict rules often found in traditional schools, enabling her to try different teaching methods that truly engage her students. Throughout the episode, listeners will gain insights into Raven's "big" teaching style, which keeps students interested and helps them learn effectively. She finds joy in watching her students progress in reading and their overall development.Raven encourages listeners to follow their dreams and pursue their passions, highlighting the flexibility that homeschooling provides. This flexibility allows families to adapt their educational approaches to better fit their children's individual needs.Join us for this informative discussion that explores important educational topics, emphasizes the value of community support, and celebrates the creativity that inspires a love for learning!Who is Raven Marshall?From Raven: "I'm Raven Marshall, a reading specialist and homeschool teacher living in beautiful East Texas on a farm with chickens, wide-open pastureland, and our cat, Naomi Michelle. I've been married for 20 years and have two amazing boys, ages 15 and 12. After earning my BBA in Business Management from SFA, I went back to school and became a certified Reading Specialist with a master's in education. I spent 16 years in both public and private school classrooms and now homeschool full-time. I co-founded a thriving homeschool co-op that's going strong after four years, and I currently offer online tutoring. Recently, God placed it on my heart to open an in-person tutoring service with three incredible women—and we're excited to make a real impact in our community. In my spare time, I love reading, staying active, and spending time outdoors."You can find Raven:On the web: https://reading-roots-tutoring-gbdey7k.gamma.site/On Facebook: https://www.facebook.com/profile.php?id=61576677821273On Instagram: https://www.instagram.com/reading_roots_tutoring/On YouTube: https://www.youtube.com/@ReadingrootstutoringserviceOn LinkedIn: https://www.linkedin.com/in/raven-marshall-b8046b9b/Deal for you: "We're offering a lower hourly rate with the 9-week Report Card package. $30 an hour 1x for 9 weeks and $35 an hour 1x for 6 weeks. Just mention 'Report Card Package.'"Watch this episode on YouTube: https://youtube.com/live/o_uNylaJjzoRate this episode on IMDB: TBA********************************************Follow Gabrielle Crichlow:On Facebook: https://www.facebook.com/gabrielle.crichlow On Instagram: https://www.instagram.com/gabrielle.crichlowOn LinkedIn: https://www.linkedin.com/in/gabrielle-crichlow-92587a360Follow A Step Ahead Tutoring Services:On Facebook: https://www.facebook.com/astepaheadtutoringservicesOn Instagram: https://www.instagram.com/astepaheadtutoringservicesOn X: https://www.x.com/ASATS2013On LinkedIn: https://www.linkedin.com/company/a-step-ahead-tutoring-services/On YouTube: https://www.youtube.com/@astepaheadtutoringservicesOn TikTok: https://www.tiktok.com/@asats2013On Eventbrite: https://astepaheadtutoringservices.eventbrite.comVisit us on the web: https://www.astepaheadtutoringservices.comSign up for our email list: https://squareup.com/outreach/a41DaE/subscribeSign up for our text list: https://tapit.us/cipPJOCheck out our entire "Hot Topics!" podcast: https://www.astepaheadtutoringservices.com/hottopicspodcastSupport us:Cash App: https://cash.app/$ASATS2013PayPal: https://paypal.me/ASATS2013Venmo: https://venmo.com/u/ASATS2013Become a supporter of this podcast: https://www.spreaker.com/podcast/hot-topics--5600971/support Original date of episode: July 6, 2025

The Little Questions
What's been hot (or not) in the world of comms

The Little Questions

Play Episode Listen Later Sep 24, 2025 29:03


Is traditional business media dying? What's the best approach for handling a CEO whose bedroom antics have become newsworthy? What happens when a company tells the wrong story? And what have been some of the best placed PR stories from the last few weeks. All that and more coming up on this episode of The Little Questions.  This episode is hosted by Matt Young and Andrew Brown. Andrew Brown; formerly Director of Communications and Public affairs at Ageas Insurance, Andrew has more than ten years' experience leading the corporate affairs functions for global, listed, multifaceted firms across a range of regulated and unregulated sectors. He has considerable experience in issues, crisis and change management as well as reputation sentiment analysis and insight. Formerly Director of Communications at Drax Group plc and Group Corporate Affairs Director at Regus plc. Matt Young has 25 years of experience across media relations, public affairs, regulatory development, employee engagement, brand development, competition and CSR. Group corporate affairs director at Lloyds Banking Group, part of the senior team which rescued the bank and rebuilt its reputation following the financial crisis. Formerly communications director at Santander UK and board member of the BBA.  You can get in touch by emailing podcast@apellaadvisors.com and please consider leaving us a review.  This podcast is produced by The Podcast Coach.

Karrierepraten
From BBA Student to Tech Entrepreneur

Karrierepraten

Play Episode Listen Later Sep 18, 2025 31:23


In this episode of "My Career Journey," former BBA student Caren Østengen shares her inspiring story. At 19, she came from Macau to study at BI, and has since built an impressive career in Norway. Caren speaks openly about the challenges and opportunities she encountered, how she consciously planned her career, and why she chose to start her own consulting company after many years as a technology leader at Microsoft. Her journey is a reminder of the importance of building networks and seizing opportunities to stand out in the professional world. Hosted on Acast. See acast.com/privacy for more information.

WTFinance
The FED is Desperate To Prevent A Crisis with Danielle DiMartino Booth

WTFinance

Play Episode Listen Later Sep 17, 2025 24:56


Interview recorded - 16th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas.During our conversation we spoke about the FOMC meeting, Lisa Cook firing, employment revision, whether this will continue, recession, bond market, stock market impact and more. Do you agree?0:00 - Introduction1:14 - FOMC meeting1:57 - Lisa Cook firing5:24 - Powell dovish cut7:42 - Employment revisions10:25 - Poor data11:40 - Job market was not strong13:34 - Foreign born vs domestic employment14:28 - Recession?18:45 - Bond market20:18 - No recessions?21:50 - Stock market23:03 - One message to takeaway?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyse the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth's The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Danielle DiMartino Booth - Website - https://quillintelligence.com/Twitter - https://twitter.com/DiMartinoBoothYouTube - @DanielleDiMartinoBoothQI WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

AI and the Future of Work
353: Can AI Bring Back the Human Side of CRM? Jody Glidden, CEO of Postilize, on Nurturing Relationships

AI and the Future of Work

Play Episode Listen Later Sep 15, 2025 29:13


Jody Glidden is the CEO and founder of Postilize, a company focused on reinventing CRM through AI. Before launching Postilize, he co-founded Introhive and served as CEO until 2022, helping raise over $100 million to build the enterprise relationship management category. A serial entrepreneur, Jody previously founded icGlobal, which was acquired by Smartforce, and played a key role in scaling Chalk Media, later acquired by BlackBerry maker Research in Motion. He holds a BBA from the University of New Brunswick and a Master's in Information Systems from Harvard.In this conversation, we discuss:Why traditional CRMs fail to reflect how relationships actually evolve—and how Postilize is addressing that gapHow Postilize handles privacy, hallucinations, and human oversight to stay useful without crossing ethical linesJody's approach to using AI not to replace human connection, but to augment and scale authentic relationship buildingHow relationship intelligence helps sales and go-to-market teams understand who to engage, when, and whyWhy keeping CRMs accurate is nearly impossible without automation and real-time enrichmentWhat Jody learned from building Introhive and why Postilize is taking a radically different approachThe future of CRM as a system of engagement rather than just a system of recordResources:Subscribe to the AI & The Future of Work NewsletterConnect with Jody on LinkedInAI fun fact articleOn How To Manage Enterprise Apps That Support Thousands of Employees for a Rapidly Growing Global Company. 

Guy's Guy Radio with Robert Manni
Tales of The Sopranos

Guy's Guy Radio with Robert Manni

Play Episode Listen Later Sep 10, 2025 51:17


Andrew Jedlicka is the Founder of The Andrew Frank Group, LLC, in which he has been a booking agent and marketing business manager for celebrities and influencers since 2019. Before the Andrew Frank Group, Andrew worked on Wall Street in the financial services sector for companies like Citigroup. Andrew is on an advisory committee at Mercy University in New York City, and is an adjunct professor at New York University for graduate-level business courses. Andrew has an MBA in International Business and a BBA in Business Management from Hofstra University-Frank G. Zarb School of Business. James McCusker is an award-winning author from the Atlantic City area of New Jersey. His first book, Atlantic City Nights, an epic crime drama, was published in 2013 by Amazon's Kindle Direct Publishing. Since then, he has published 3 other novels (Left in the Sand, Black McCool and The Edge) in addition to 5 children's stories in a 10-year span. His latest work, The Edge, a mystery thriller, won the PenCraft Authors award in 2023 in the Fiction-Drama category. James is a 2009 graduate of Delaware Valley University. In addition to being a full-time writer, James is a top-performing and award-winning sales executive in the IT staffing industry, working with mid-market and enterprise-level companies in the Philadelphia and New York City metro areas.

Adpodcast
Janavi Dhawan - Co-Founder and CMO - Golden Tiger

Adpodcast

Play Episode Listen Later Sep 9, 2025 62:30


Janavi Dhawan is the Co-Founder and CMO of Golden Tiger, taking on the executive marketing role in January 2025 after advising the company since late 2020. With nearly ten years' experience in digital and influencer marketing across consumer brands including Etsy, Ruggable, MeUndies, and Daniel Wellington, she brings strategic insight and creative leadership to the team. She holds a BBA from California State Polytechnic University-Pomona.

The Little Questions
Has comms lost its edge?

The Little Questions

Play Episode Listen Later Sep 3, 2025 20:36


Is comms becoming a bit too corporate? We still spot trouble before it hits. We still know what plays in the media, what won't land with the public, and how to read the room better than anyone else on the ExCo. But when it comes to doing something bold and out there? When it comes to cutting through, not just smoothing over? Are we going a bit soft? Swapping instinct for process. Gut feel for governance. Provocation for pre-reads. Maybe — just maybe — all the time spent hanging around with our colleagues in Risk and Legal, we're starting to become a little too risk-averse ourselves. So, are comms professionals becoming internal diplomats first and foremost — helpful, trusted, and entirely forgettable? Are we trying too hard to get along, not stand out? Corporate affairs needs edge. Courage. Creativity. Spark. This episode is hosted by Apella Advisors partners Andrew Brown and Matt Young. Andrew Brown; formerly Director of Communications and Public affairs at Ageas Insurance, Andrew has more than ten years' experience leading the corporate affairs functions for global, listed, multifaceted firms across a range of regulated and unregulated sectors. He has considerable experience in issues, crisis and change management as well as reputation sentiment analysis and insight. Formerly Director of Communications at Drax Group plc and Group Corporate Affairs Director at Regus plc. Matt Young has 25 years of experience across media relations, public affairs, regulatory development, employee engagement, brand development, competition and CSR. Group corporate affairs director at Lloyds Banking Group, part of the senior team which rescued the bank and rebuilt its reputation following the financial crisis. Formerly communications director at Santander UK and board member of the BBA.  You can get in touch by emailing podcast@apellaadvisors.com and please consider leaving us a review.  This podcast is produced by The Podcast Coach.

Secrets of the Corporate Game
103. ​​Your Career Is Not Who You Are With Kelly Poquiz Burke

Secrets of the Corporate Game

Play Episode Listen Later Sep 1, 2025 31:47 Transcription Available


Kendall Berg sits down with Kelly Poquiz Burke, a former Doritos brand manager who walked away from Super Bowl campaigns, corporate titles, and nonstop promotions to build a life that actually aligned with her values. Kelly's story begins at the peak of success—meeting celebrities, managing billion-dollar brands, and collecting promotions—but underneath, she was burning out while holding it all together as a new mom and cancer survivor. In this conversation, Kelly explains why passion isn't enough for lasting fulfillment, how over-identifying with your career keeps you stuck, and why she believes Life-Work Alignment is a more sustainable framework than the outdated idea of balance. She shares the moment her three-year-old daughter asked her not to leave again, the Apple Watch notification that confirmed her stress levels, and the four pillars that now guide her work and life. If you've ever wondered whether your career is defining too much of who you are, this episode will shift your perspective. In this episode, we discuss: How do you know when it's time to walk away from a dream job? Why is purpose more sustainable than passion in your career? What are the early signs of burnout most people ignore? How does Life-Work Alignment work in practice? ⭐️Get our FREE Accomplishments Tracker: https://fabulous-butterfly-83716.myflodesk.com/n8yzvrtw9v  That Career Coach Want to know more about Kendal Berg, that career coach? Follow her on Instagram: @thatcareercoach_ Check out her courses on the website: https://thatcareercoach.net/ Build out the tools you need to navigate the corporate game: — Self Driven Mastermind   About Kelly Poquiz Burke Kelly Poquiz Burke is an Executive Coach, Keynote Speaker, Podcast Host, and the Founder & CEO of Career Slay®. After beating breast cancer while pregnant during the pandemic, she found purpose in helping high performers develop their careers with courage and authenticity. Before launching Career Slay, Kelly spent over a decade in marketing, leading Super Bowl campaigns for brands like Doritos, Avocados From Mexico, Nestlé, and GameStop. She holds an MBA from the University of Texas at Austin, a BBA from the University of Notre Dame, and is an ICF Level 1 Certified Coac  

The Ambitious Bookkeeper Podcast
213 | Building a Bookkeeping Business From Scratch

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Aug 27, 2025 41:04 Transcription Available


Send us a textToday I'm re-airing one of my favorite spotlight episodes featuring two incredible BBA students - Erin and Misa. These ladies built thriving bookkeeping businesses from absolutely nothing, and I'm sharing their real, raw stories plus giving you an update on where they are now (spoiler alert: they're both crushing it!). If you've been wondering whether you can actually make this work while juggling life, work, and family, this episode is going to give you all the inspiration you need.In this episode you'll hear:Erin's journey from corporate burnout to 11 clients in 6 monthsMisa's strategic approach to building her businessReal talk about overcoming limiting beliefs and handling rejectionThe power of community and external accountabilityResources mentioned in this episode:Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vipAsana, QBO, UpWorkGretchen Rubin, Human Design, Cloud Accounting PodcastMeet ErinAs Founder of UpKeeping® and a proud student in The Ambitious Bookkeeper community, Erin is changing the old & boring stereotypes of the accounting industry. Erin and her team support new entrepreneurs and already-established small business owners by being their #1 financial cheerleader/concierge/communicator.Connect with Erin

Be More Than A Fiduciary
Jonathan Lee: A CHRO's Perspective

Be More Than A Fiduciary

Play Episode Listen Later Aug 27, 2025 29:51


As Vice President of Human Resources at Glazer's Beer & Beverage, Jonathan collaborates with his GBB colleagues to establish, implement, and improve people strategies and processes.Prior to joining GBB, Jonathan held HR executive roles across various industries, spanning over 20 years. His previous roles include stops at M&M Manufacturing (a Berkshire Hathaway operating company), Southern Glazer's Wine & Spirits, Lennox International, Carrier Enterprise, and Alliance Data (now Bread Financial). Jonathan earned his BBA from Southern Methodist University in Dallas, TX, and his MBA from Regis University in Denver, CO.Jonathan resides in Plano, TX, with his wife and has two grown children. He spends his free time running, learning how to play the piano, and spending time with friends.In this episode, Eric and Jonathan Lee discuss:Patience and Integrity in HR CareersAttracting and Retaining the Right TalentThe Power of Education and ClarityHR's Role in Enterprise ValueKey Takeaways:Young HR professionals succeed by being patient, understanding their role, asking questions, and holding firm to integrity.The ongoing challenge is finding employees who fit both technically and culturally, while keeping them engaged with meaningful work.HR plays a critical role in helping employees—especially younger ones—understand savings, benefits, and the link between financial and health decisions.HR is not just a cost center but a driver of organizational value when it partners with service providers and aligns employee well-being with company success.“At the end of the day, regardless of whatever role you have, your integrity is really all you have. That's what you trade with. So let your actions speak louder than your words, and let your words be consistent with your actions.” - Jonathan LeeConnect with Jonathan Lee:Website: https://www.glazersbeer.com/ LinkedIn: https://www.linkedin.com/in/jonathanhlee/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Easy Prey
Before the Fraud Tsunami Hits with Ritesh Kotak

Easy Prey

Play Episode Listen Later Aug 27, 2025 38:28


Scams aren't what they used to be. These days, AI can write perfect emails, mimic voices, and even fake a video call so well you'd swear you were talking to the real person. The problem is, the timing of a scam can be just right when you're distracted, busy, or looking for exactly what they're offering. That's when even the most careful person can get caught. My guest, Ritesh Kotak, knows this world inside and out. He's a cybersecurity analyst, an Ontario lawyer, and a tech innovator who's worked with Fortune 500 companies and served in policing, where he helped start one of Canada's first municipal cybercrime units. He's got a BBA, MBA, and JD, all focused on privacy, cybercrime, and the way emerging tech impacts everyday life. In our conversation, Ritesh explains how criminals are using AI as a weapon, how it can also be a shield, and why simple, low-tech steps, like having a secret phrase with family or confirming a request through a different channel, are still some of the best defenses. He even shares a close call he had himself, which is a good reminder that nobody's immune when scams are this convincing. Show Notes: [00:50] Ritesh shares his background as a lawyer helping clients navigate AI, tech, and cybercrime. [01:18] His fascination with technology began at age three after taking apart his father's computer. [03:59] In policing, Ritesh saw early signs of cybercrime blending with physical crime. [06:55] He demonstrates cybersecurity risks by live hacking a police chief, leading to the creation of a cybercrime unit. [09:16] A near-miss phishing scam involving discounted amusement park tickets highlights how timing plays a role. [15:14] Spoofed calls and evolving scam tactics make detection harder despite telecom safeguards. [17:09] Ritesh explains AI as both a sword for criminals and a shield for protection. [20:00] Generative AI enables flawless phishing emails, fake websites, and realistic deepfake audio and video. [28:00] Simple defenses like secret phrases and multi-channel verification can stop many scams. [31:45] Reporting scams to police can help investigations and sometimes recover funds. [33:17] Ritesh advocates for centralized fraud response centers to improve victim support. [36:45] Calling a lawyer can help victims navigate legal and civil remedies. [38:05] Final advice: pause, verify, and use low-tech habits to prevent high-tech crime. Thanks for joining us on Easy Prey. Be sure to subscribe to our podcast on iTunes and leave a nice review.  Links and Resources: Podcast Web Page Facebook Page whatismyipaddress.com Easy Prey on Instagram Easy Prey on Twitter Easy Prey on LinkedIn Easy Prey on YouTube Easy Prey on Pinterest Ritesh Kotak Ritesh Kotak - LinkedIn

Inside the GMAT
Beyond a Perfect Score

Inside the GMAT

Play Episode Listen Later Aug 27, 2025 30:14


“Prepping for the GMAT was one of the biggest, most self-motivated projects of my adult life. It gave me concrete feedback I hadn't experienced in years. Improvement wasn't visible every day, but I could see how my effort turned into results.” In this episode of Inside the GMAT, GMAC Zach sits down with Julia Shackelford, who earned a perfect GMAT score of 805, but insists the real story is everything behind the number. Julia shares how months of disciplined practice, self-reflection, and resilience transformed not only her test performance but also her confidence in tackling challenges far beyond the GMAT. Together, Zach and Julia explore what it really takes to succeed on the GMAT, why natural ability matters less than consistent effort, and how shifting your focus from outcomes to process can change the way you see yourself. About Our Guest: Julia earned a BBA in Finance from the University of Arkansas in 2015 and spent the following nine years in banking, where she focused on lending, business development, training, and compliance. She now specializes in helping students excel on exams like the GMAT. She hopes to use what she learned through preparing for her own exam to improve the experience of other students.  Explore GMAT Prep: https://www.mba.com/gmat-exam-prep Register for the GMAT: https://www.mba.com/exams/gmat-exam/register Watch on YouTube: https://www.youtube.com/@GMATbyGMAC Chapters: 00:00 Introduction to the Journey 01:44 The Process Behind the Perfect Score 03:22 Mindset and Self-Discovery 05:48 Overcoming Challenges and Setbacks 07:55 The Importance of Self-Compassion 10:18 Redefining Success 12:21 Learning and Growth Through Preparation 15:00 Balancing Study and Life 17:25 Tools and Techniques for Effective Studying 19:54 Reflection and Course Correction 22:25 Advice for Future Test Takers 24:33 Final Thoughts on Success and Happiness

Berean Baptist Church
Biblically Grounded

Berean Baptist Church

Play Episode Listen Later Aug 21, 2025 59:26


This lesson was taught to juniors and seniors of Berean Baptist Academy during a student leadership conference at the start of their school year. Each of the five core values of BBA were taught to the students.

Swisspreneur Show
EP #512 - Michael Wüst: Building a Fintech Scaleup for International Payments & Collections

Swisspreneur Show

Play Episode Listen Later Aug 13, 2025 41:07


Timestamps:2:50 - Building a cloud-native API-first product5:28 - How will AI change banking?12:14 - The big regulatory beast25:24 - Amnis' growth challengesThis episode was sponsored by infinity.swiss, Switzerland's most advanced AI accounting tool. Save 25% by entering code SWISSPRENEUR at checkout.Click here⁠ to order your copy of “Swiss Startups” today.About Michael Wüst:Michael Wüst is the founder and CEO of amnis, a company reinventing international payments and collections for SMEs. He holds a BBA in Finance from the University of Applied Sciences of St. Gallen and worked for Würth Finance International B.V. from 2006 to 2012, before founding amnis in 2014.In his chat with Silvan, Michael discussed the challenges and innovations in the payment solutions sector, particularly for SMEs. He highlighted the gap in services for mid-sized companies, the importance of overcoming legacy banking systems, and the role of AI in enhancing banking processes. Michael also shared insights on expanding amnis beyond Switzerland, navigating regulatory landscapes, and the significance of strategic partnerships. He elaborated on the company's business model, differentiating factors from competitors, and the challenges of market localization. The conversation concluded with Michael's vision for the future of amnis and the fintech industry.Don't forget to give us a follow on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠ TikTok⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠ Youtube ⁠⁠⁠⁠⁠⁠so you can always stay up to date with our latest initiatives. That way, there's no excuse for missing out on live shows, weekly giveaways or founders' dinners.

EB-5 Investment Voice
Will Trump's “Big Beautiful Act” Attract HNW Individuals to the US?

EB-5 Investment Voice

Play Episode Listen Later Aug 1, 2025 17:47


The “Big Beautiful Act” promises to have a large impact across the board on the lives of American citizens. However, will this new tax legislation encourage high net worth individuals to move to the US?   For years, the biggest deterrent for HNW Individuals coming to the United States has been the nation's Tax Laws. Have the changes made in the Act made America a more attractive place to do business and invest in? Especially with the new looming threat of Tariffs. What has made America an attractive place for business in the past? What will it look like in the future–post-BBA, with Trump at the helm? Mona sits down with Global Tax Expert David Lesperance to discuss all this and more!

UNTOLD RADIO AM
Monsters on the Edge #117 Unexplained Creatures of Mexico with Robert Bitto

UNTOLD RADIO AM

Play Episode Listen Later Jul 28, 2025 69:52


Welcome to Monsters on the Edge, a show exploring creatures at the edge of our reality in forests, cities, skies, and waters. We examine these creatures and talk to the researchers studying them.Joining us on this week's show:Robert Bitto hosts the podcast/YouTube show "Mexico Unexplained" since 2016 and has published 3 books on "the magic, the mysteries and the miracles of Mexico." In addition to his MBA and BBA, he holds an MA in Latin American Studies from the University of New Mexico. In 2015-2016 he served as the San Diego chapter president of Mensa.www.mexicounexplained.comhttps://www.youtube.com/@mexicounexplainedRoberts Books on Amazonhttps://www.amazon.com/stores/Robert-Bitto/author/B0DF4T28YT?ref=sr_ntt_srch_lnk_1&isDramIntegrated=true&shoppingPortalEnabled=true&ccs_id=2ca70035-5a1e-4510-86d6-567ab205707cClick that play button, and let's unravel the mysteries of the UNTOLD! Remember to like, share, and subscribe to our channel to stay updated on all the latest discoveries and adventures. See you there!Join Barnaby Jones each Monday on the Untold Radio Network Live at 12pm Central – 10am Pacific and 1pm Eastern. Come and Join the live discussion next week. Please subscribe.We have ten different Professional Podcasts on all the things you like. New favorite shows drop each day only on the UNTOLD RADIO NETWORKTo find out more about Barnaby Jones and his team, (Cryptids, Anomalies, and the Paranormal Society) visit their website www.WisconsinCAPS.comMake sure you share and Subscribe to the CAPS YouTube Channel as wellhttps://www.youtube.com/channel/UCs7ifB9Ur7x2C3VqTzVmjNQ

Lois Koffi's Healthy N Wealthy N Wise Podcast
A Movement of Love and Tantra With Scottie O

Lois Koffi's Healthy N Wealthy N Wise Podcast

Play Episode Listen Later Jul 25, 2025 51:42


This past year I truly opened myself up to Tantra, after misjudging it for years. Tantra is a Yogic ancient wisdom tradition and now something I practice daily And I found one of the MOST outstanding leaders and Tantra facilitators in the world in my tribe this past year and stoked to talk to him about his empowered love movement. This is my first official tantra interview on Health N Wealth N Wise! ScottieO is the founder and primary facilitator of Ecstatic Hearts. He is an internationally renowned Tantra Teacher and best-selling Author who has touched millions of lives with his message of love. He has personally supported thousands of students manifesting their deepest desires, especially in their love lives, with both wisdom of the ancients and modern self-evolvement techniques. His primary Tantra lineage is through Babaji Nagaraj.  Ecstatic Hearts uses retreats, playshops, one-on-one coaching, online trainings, and Tantra Festivals, to improve every aspect of students' lives so they are truly living with juicy excitement. ScottieO has an MBA and BBA, and has spent over $300K and invested 20 years in personal development and Tantra trainings. His training certifications and experiences include Landmark, Legacy, Lifespring, Millionaire Mind, Tony Robins, Success University, Gratitude, Millenium 3 Education, New Game, Totally Coached, International Coaching Federation, Better Business Bureau, Everyday Tantra, Tantra Heart, Tantric Hearts, Ipsalu International, One Taste, OWTF, Lessin's School of Tantra, Source, ISTA, and Tribal Tantra. ScottieO is a best-selling co-author of “Passion: Living the Life You Love”, and featured in two films "The Answer to Everything" and "The Answer to Health". He has also been featured on media such as the Learning Channel, Daily Mail, Netflix, Men and Women's Health and the New York Post. His interviews in London and Germany have helped raise consciousness and connection for millions of people and his message of love continues to grow.  FIND OUT MORE ABOUT SCOTTIE O AND HIS LOVE MOVEMENT HERE www.ecstatichearts.com  www.electrifyinglove.com www.ecstatichearts.com/live-events     FIND OUT MORE ABOUT MAGDALENA GRACE HERE or TO SIGN UP FOR HER UPCOMING ABUNDANCE ALCHEMIST IN PERSON WORKSHOPS OR HEALTHY N WEALTHY N WISE RETREATS Our Women's Retreat is 9/9 - Build your business and life like a Queen Our Coed retreat is Oct 17-19th BOOK A RUNES READING AND SIGN UP FOR HER WORKSHOPS & MORE! www.MagdalenaGrace.com   JOIN OUR HEALTHY N WEALTHY N WISE ONLINE ACADEMY  www.microdosingforhealth.com    BUY ME A COFFEE OR DONATE FOR SCHOLARSHIP FUND FOR HEALING CLIENTS IN NEED https://venmo.com/u/lotusthrone   MORE ALCHEMY OPPORTUNITIES FOR YOUR BEST HEALTH, WEALTH AND RELATIONSHIPS www.SanDiegoKambo.com  www.KundaliniFallbrook.com  www.LotusThroneSanctuary.com   WANNA SIGN UP AND BE A PLEDGING PATRON FOR HEALTHY N WEALTHY N WISE - SAVING LIVES AND CREATING MORE ABUNDANCE FOR OTHERS?  https://patron.podbean.com/magdalena     SUBSCRIBE TO HER YOUTUBE CHANNEL: https://www.youtube.com/@UC_l0t_6TBbZ1q9Q0wKZz89Q   

Mind of a Football Coach
Talking Leadership with Jonathan Murphy

Mind of a Football Coach

Play Episode Listen Later Jul 18, 2025 32:46


Jonathan Murphy taught Social Science in 7th and 12th grade for 2 years before coming to TCA as the Assistant Athletic Director and Head Baseball Coach.  He is also teaching Bible.  He has a BBA in Economics from Jacksonville University. Jonathan has been married to his wife, Camille, since October 2013 and they have three children, Addilyn, Titus, and Joy.  His favorite thing about working at Trinity is getting to work in a place where the gospel is central to everything they do. Thank you for listening!

McCombs Made
Episode 20: Chris Bake

McCombs Made

Play Episode Listen Later Jul 11, 2025 34:36


In this episode, host Miranda Bradley chats with Chris Bake, who retired in 2024 from his executive duties on the board of Vitol, a global energy and commodity trading company. Bake is also the founding donor of the Global Sustainability Leadership Institute at UT. He received his BBA in international business and marketing from McCombs in 1988.

McCombs Made
Episode 19: John Harkey

McCombs Made

Play Episode Listen Later Jun 24, 2025 29:58


John Harkey, BBA '83, is the founder of JDH Investment Management, LLC and the Harkey Institute for Entrepreneurial Studies. Host Mahlah Freeman sat down with John to discuss building businesses with purpose, his journey from law to restaurants and the arts, and the value of saying "yes" to every opportunity.

The Crop Science Podcast Show
Gary Halvorson: Ag Economy & Career Opportunities | Ep. 80

The Crop Science Podcast Show

Play Episode Listen Later Jun 24, 2025 27:46


In this episode of The Crop Science Podcast Show, Gary Halvorson, Executive Vice President at CHS Inc., shares insights on career growth in agronomy, the value of people skills, and the impact of AI and precision technology on fieldwork. He also discusses global market trends, leadership approaches, and the essential skills young professionals need to thrive in agriculture. Listen now on all major platforms!"Solving the person's needs became a foundation for leadership, more than just applying crop science."Meet the guest: Gary Halvorson earned his BBA from Concordia University-St. Paul and completed executive leadership programs at Harvard and the University of Minnesota. With over 30 years in the crop industry, he currently serves as EVP at CHS Inc., leading enterprise customer development. His expertise spans agronomy, crop inputs, and sales strategy.Liked this one? Don't stop now — Here's what we think you'll love!What you will learn:(00:00) Highlight(01:15) Introduction(03:22) Career growth paths(06:55) Skills new grads need(08:55) Tech in agronomy(10:39) AI's role today(20:12) Global market shifts(22:15) Final three questionsThe Crop Science Podcast Show is trusted and supported by the innovative companies:- KWS- S&W Seed Co.

ROI’s Into the Corner Office Podcast: Powerhouse Middle Market CEOs Telling it Real—Unexpected Career Conversations

David Stanford is a founder and Enterprise Managing Consultant with RealFoundations and brings over 35 years of experience providing strategic financial and operational improvement services to clients in the property and building industries. David is the Chief Growth Officer of RealFoundations, with the primary responsibility to initiate new solutions and grow the RF Network of people, partners, clients, and industry participants. He is also responsible for the corporate development activities of the firm. Additionally, he is responsible for implementing the global presence and alliance program of RealFoundations. David is highly experienced in providing large-scale operational and digital improvement services to private and global real estate owner/operators and institutional investors. He has directed client teams in the execution of large business improvement projects, long-range digital capital plans, packaged technology selections, and solution implementations. David is also highly experienced in assisting management teams with strategy, development, and operating model transformations. Some of his clients include the most respected real estate organizations in the world, including Blackstone, GIC, J.P. Morgan, Greystar, Walmart, KIMCO, Hines Interests, Brookfield and Invitation Homes. Prior to founding RealFoundations, David was a Partner of Ernst & Young's real estate practice in Dallas. He also worked in the Transaction Advisory group of Kenneth Leventhal & Company. David graduated from Baylor University with a BBA in Finance & Accounting.

SharkPreneur
Episode 1154: The Secrets to a Successful Business Sale Process with David Barnett

SharkPreneur

Play Episode Listen Later Jun 16, 2025 16:50


Thinking of selling your business? Discover key strategies for pricing, preparation, and attracting the right buyers to ensure a smooth and successful transaction.   In this episode of Sharkpreneur, Seth Greene speaks with David Barnett, a seasoned business transaction advisor and author who shares his extensive expertise in the small and mid-market business sale process. As the creator of popular programs like How to Sell My Own Business, David helps entrepreneurs navigate the complexities of business valuation and sales. In this episode, he discusses common pricing mistakes, the importance of seller empathy, and how to prepare your business for a successful sale.   Key Takeaways: → How overpricing a business can repel the right buyers. → Key factors to consider when determining the right time to sell. → The difference between strategic buyers and individual entrepreneurs. → Why most small businesses are sold to individual buyers, not private equity groups. → How seller empathy can help adjust expectations and improve deal outcomes.   David Barnett, BBA, CMEA, is a seasoned expert in small and medium-sized enterprises, with over two decades of experience in business development, commercial debt solutions, and business brokerage. A graduate of the Williams School of Business at Bishop's University and the Electronic Commerce Management Program at UNBSJ, David has built a strong foundation in understanding the challenges entrepreneurs face. His career spans roles as a major account representative at Yellow Pages, a successful small business owner, and the founder of Advantage Liquidity Partners Ltd. He later became a Certified Business Intermediary and a Certified Machinery/Equipment Appraiser. As the author of several best-selling books, including How to Sell My Own Business, David now works with entrepreneurs globally, helping them buy, sell, and manage their businesses for growth and success.   Connect With David: Website Learn more about your ad choices. Visit megaphone.fm/adchoices

WTFinance
Recession Inevitable? Danielle DiMartino Booth's Data Warning!

WTFinance

Play Episode Listen Later Jun 11, 2025 25:55


Interview recorded - 5th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas.During our conversation we spoke about Danielle's thoughts on the economy, the FED stalling elections, the bond market, BOJ increasing global yields, recession comparison and more. I hope you enjoy!0:00 - Introduction2:07 - Danielle's economic outlook3:22- FED stalling6:37 - Worried about Covid repeat?7:50 - Cut before election?10:07 - End of Powell?12:13 - Bond market?13:41 - BOJ increases impacting global yields14:27 - Dollar depreciation16:02- US in a recession?19:16 - Global economy20:18 - Recession comparison21:31 - Risk-off?22:46 - Retirees selling?24:05 - One message to takeaway?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth's The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Danielle DiMartino Booth - Website - https://quillintelligence.com/Twitter - https://twitter.com/DiMartinoBoothYouTube - @DanielleDiMartinoBoothQI WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Remarkable Marketing
Predictably Irrational: B2B Marketing Lessons on Rethinking Rational Thinking with SVP of Marketing at Flexera, Leslie Alore

Remarkable Marketing

Play Episode Listen Later Jun 3, 2025 49:38


Rational thinking might drive economics, but emotional behavior drives decisions. And no one understands that better than Dan Ariely, author of Predictably Irrational, a book that's reshaped our assumptions about how people make decisions.In this episode, we're unpacking key lessons from Dan Ariely's work with the help of our special guest, Leslie Alore, SVP of Marketing at Flexera.Together, we explore what B2B marketers can learn from setting the right expectations, why fewer choices close more deals, and how the power of “free” and fear of loss can drive serious retention.About our guest, Leslie AloreAs the SVP of Marketing, Leslie Alore leads Flexera's marketing strategy with an aim to create great experiences and outcomes for our customers.Her passion for people and technology—combined with more than 15 years of marketing leadership in the tech space—has established her as a successful, results-driven executive who enables teams to do their best work.Prior to joining Flexera, Leslie served as the Global SVP of Lifecycle Marketing at Ivanti. Before that, she held various marketing, operations and GTM strategy roles at Iron Mountain. Leslie is an active speaker and mentor in the GTM community, and has been recognized among “Top Women in Marketing” by Ragan Communications and “Women of the Channel” by CRN.Leslie holds a BBA in Management, and an MBA with a concentration in Strategic Leadership from Walsh College of Accountancy and Business Administration.What B2B Companies Can Learn From Predictably Irrational:Set expectations to shape reality. Great marketing doesn't just reflect value, it creates the conditions for it. Leslie highlights how expectations shape reality. When buyers believe something is good, they interpret every detail through that lens. This isn't about manipulation, it's about clarity and consistency. Leslie says, “The effect of expectations… believing beforehand something is good, therefore it will be or the reverse.” So stop hoping your audience connects the dots. Tell them what to expect, then deliver on it. Perception isn't a bonus, it's the foundation.Shrink your options to speed the decision. Too many options stall progress. The paradox of choice tells us more isn't better, it's paralyzing. Leslie urges marketers to curate the path forward: “You actually want to give people fewer options and take control of the options that they see.” Don't just join the shortlist, define it. When you narrow the frame, you speed up the decision for your customers. Turn “free” into staying power with loss aversion. There's magic in “free,” but the real power lies in what people fear losing. Once someone uses your product, whether it's a freemium tool or an ungated resource, they've invested. Now there's skin in the game. Leslie puts it simply, “People will overvalue something that's free and ignore kind of the trade-off costs associated. And loss is psychologically painful. We don't want to lose that, which we already have.” Whether you offer software, content, or services, create early wins. Then make the cost of leaving feel higher than the cost of staying.Quotes*“ There's many organizations that lean into that power of positivity…What's very interesting is that consumer brands do this a lot very, very well. B2B organizations tend to do almost the opposite. They tend to lean more into FUD. And that's a harder road to tread.”*“ If you're an organization that is selling software, the software is designed to provide a business outcome. It's designed to solve a business problem. Instead of focusing on, here's the business problem. Doesn't that suck for you? You can say, ‘here's the solution.*“You have the power, you can feel confident about your ability to achieve X, Y, Z because you've solved this problem.' It's saying the same thing, but orienting it in a positive way and being very, very, very consistent in that message. Beat that drum over and over and over again.”*“ Narrow down the competitive options for them. Your sales process will move faster. You will be able to take better control of the narrative if you say, ‘this is us and these are the two other vendors that look like us. And here's why we are different and better, and here's what you can expect from these guys.' And that doesn't mean saying negative things about them.  It's just highlighting your strengths and your virtues.”*“People are willing to accept trade-offs for something that is perceived to be free…This is the exact reason that PLG, product-led growth, is so powerful. Because if you can get people in the door with some sort of freemium offering, people will actually work harder to do the legwork to get a free product to work and interact with it, than they might be willing to put in for something that they have to go pay for. And then once they have it and they've put in the work, they don't wanna lose it.”Time Stamps[00:55] Meet Leslie Alore, SVP of Marketing at Flexera[00:56] Why Predictably Irrational?[02:20] The Role of SVP of Marketing at Flexera[02:47] Understanding Predictably Irrational[09:56] B2B Marketing Lessons from Predictably Irrational[37:49] Cognitive Dissonance in Buying Behavior[42:17] Emotional Marketing in B2B[46:18] Final Thoughts and TakeawaysLinksConnect with Leslie on LinkedInLearn more about FlexeraAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.

The Nice Guys on Business
Jon Ostenson: Why Franchising Wins

The Nice Guys on Business

Play Episode Listen Later Jun 2, 2025 30:17


FranBridge is led by its Founder, Jon Ostenson, a top 1% Franchise Consultant in the US, and a frequent contributor on franchising across a variety of outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he can commit over 90% of his time to helping others achieve their dreams of freedom and wealth generation through business ownership.Before FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. Before he had his start in franchising with ShelfGenie, Jon spent 15 years in the corporate world, most recently as the Vice President of Sales for Carter's Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working internationally on behalf of clients. Jon serves on the Board of the Entrepreneurs Organization and is active in supporting charitable organizations such as Growing Leaders and Hope International. Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta, where he and his wife, Jenny, have 3 children and are very active in the community.Connect with Jon Ostenson:Website: https://franbridgeconsulting.com/ LinkedIn: https://www.linkedin.com/in/jonostenson/ Facebook: https://www.facebook.com/JonOstenson1/ Twitter: https://twitter.com/Jon_Ostenson YouTube: https://www.youtube.com/@JonOstensonFBC TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Palisade Radio
Danielle DiMartino Booth: The Fed is Derelict in it’s Duty to the American People

Palisade Radio

Play Episode Listen Later May 29, 2025 49:05


Tom Bodrovics once again engages in an interesting conversation with Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, former Fed Insider, and author of the book "Fed Up." The conversation focuses on the ongoing recession that likely began in Q1 2024. Danielle highlights key data points, such as job losses starting in Q2 2024, which confirm the recession's onset. Despite this clarity, official channels are reluctant to acknowledge the recession due to political considerations. Danielle emphasizes the severe impact of student loan forbearance and credit constraints on US households, noting that rising defaults will further strain consumer spending. This situation is compounded by a lack of clear policies to replace past stimulus measures, leaving the economy vulnerable. Danielle shifts into the commercial real estate sector, with banks facing growing pressure to recognize losses. She critiques the Federal Reserve for ignoring critical data, such as shelter inflation and job losses, in favor of focusing on tariffs' impact on goods prices. This stance, she argues, is politically motivated and disregards the Fed's own historical lessons. Investors are advised to prioritize safety over riskier assets, given the high returns on cash and the uncertain economic outlook. Danielle concludes by urging empathy and support for communities navigating these challenging times, emphasizing the importance of looking out for one another during economic hardship. Time Stamp References:0:00 - Introduction1:10 - Recession Recognition?6:05 - Recession & Neg. GDP9:06 - Politics & Power Games11:28 - Democrats & Leadership14:16 - Global Recession Outlook16:10 - Student Loan Problems20:10 - Com. Real Estate Bubble23:48 - Banks & Neg. Home Values26:38 - Q.E. Tariffs & Inflation30:30 - Wages, Housing, & Retail36:30 - Powell & Coming Shocks40:59 - Fed Ignoring The Data42:05 - Safe Investor Plays?47:10 - Concluding Thoughts48:10 - Wrap Up Guest Links:X: https://x.com/DiMartinoBoothSubstack: https://dimartinobooth.substack.com/Website: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a Research Revolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette, where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio.

The Lawyer's Edge
Chris DeSantis | Why I Find You Irritating: Navigating Generational Friction at Work

The Lawyer's Edge

Play Episode Listen Later May 27, 2025 43:51


Talk to any senior partner in a law firm, and you're likely to get a complaint or snide comment about the younger generation of lawyers being lazier, more entitled, and less interested in making partner or assuming leadership roles than their predecessors. On the flip side, some younger lawyers will be all too happy to tell you that senior lawyers are overly demanding, can't respect boundaries, won't share origination credit, and refuse to cede any responsibility or authority to those coming up behind them. Generational differences are real. They are significant. And they are impacting both how law firms operate today and how they will be governed in the future.  Chris DeSantis is a speaker, author, and consultant specializing in workplace interventions. With nearly 30 years of experience as an independent organizational behavior consultant, Chris is a trusted partner to some of the world's largest companies in the professional services, tech, and pharmaceutical industries. When working with clients, his goals are to dig deeper, treat the root causes, and offer user-friendly solutions aligned with company initiatives. Before becoming an independent consultant, Chris was the Director of Management Development and Training for the American Medical Association and a Human Resources Development Manager at Brunswick Corporation. Chris has a BBA from the University of Notre Dame, an MA in organizational behavior from Loyola University in Chicago, and an MBA from the University of Denver. Chris is the Author of Why I Find You Irritating: Navigating Generational Friction at Work. He's also the Host of the Cubicle Confidential podcast, where he and Co-host Mary Abbajay share advice on outrageous workplace questions, comments, and concerns. WHAT'S COVERED IN THIS EPISODE ON NAVIGATING GENERATIONAL FRICTION AT WORK Many law firm leaders are grappling with generational tensions that quietly undermine collaboration, leadership development, and retention. But these conflicts aren't simply about age, they're rooted in deeper divides over authority, feedback, and what lawyers expect from the workplace. Chris DeSantis, speaker, consultant, and author of Why I Find You Irritating: Navigating Generational Friction at Work, has spent his career helping organizations navigate workplace dynamics, and now helps law firm leaders understand how generational habits and mindsets can create hidden friction. In this episode of The Lawyer's Edge, Chris joins Elise Holtzman to unpack how law firm hierarchies clash with younger lawyers' expectations of dialogue and inclusion. He shares why traditional “figure it out” leadership no longer works, and how shifting to a culture of open conversation can reduce friction, boost engagement, and strengthen leadership pipelines. 2:43 – Why law firm leaders can't ignore generational friction. Chris shares the challenges that inspired him to write his book. 4:55 – How generalizations shape perceptions and create blind spots in the workplace. 7:43 – The four generations in today's workforce and how their life experiences influence expectations at work. 11:02 – How different parenting models have shaped generational behaviors and workplace dynamics. 14:06 – Why younger attorneys struggle in tell-do workplaces, and how leaders can shift to an engage-discuss model. 19:02 – The hidden reasons adjacent generations experience the most friction, and how leaders can help defuse the tension. 26:01 – How gender, hierarchy, and generational differences collide in law firm environments. 33:10 – What leaders can do to foster dialogue over directives. Chris explains why this approach drives better performance and retention. MENTIONED IN WHY I FIND YOU IRRITATING: NAVIGATING GENERATIONAL FRICTION AT WORK Chris DeSantis | Chris DeSantis on LinkedIn Cubicle Confidential Podcast Why I Find You Irritating: Navigating Generational Friction at Work by Chris DeSantis Different: Escaping the Competitive Herd by Youngme Moon Social: Why Our Brains Are Wired to Connect by Matthew D. Lieberman Mary Abbajay on The Lawyer's Edge Podcast Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE… Today's episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of The Lawyer's Edge coaching team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, just email the team at hello@thelawyersedge.com.

It's All About Balance
131. Why your weight loss hasn't worked—and the secret ingredient that changes everything

It's All About Balance

Play Episode Listen Later May 21, 2025 44:24


It's All About Balance
130. creating your ‘Hot Girl' Summer identity: it starts now

It's All About Balance

Play Episode Listen Later May 19, 2025 32:32


The Disciplined Investor
TDI Podcast: Consistency Pays (#921)

The Disciplined Investor

Play Episode Listen Later May 18, 2025 61:59


Consistency pays and it should be a basic discipline. Let's talk about process and the plan. Deals and congressional actions are front and center. And our guest – Ed Easterling of Crestmont Research. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations. Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (HALO), (OKLO), (SMR)

The Important Part: Investing with Liz Young
Communicating Finance and Strategy with Confidence with Liz Thomas

The Important Part: Investing with Liz Young

Play Episode Listen Later May 14, 2025 54:00


How does one start a career in investment strategy? For that matter, what IS an investment strategist? In this special episode, host Liz Thomas gets on the other side of the mic in conversation with Brian Walsh, a.k.a. “Dr. Money,” Head of Advice and Planning at SoFi. Brian and Liz discuss her career evolution, from early career pivots, to what she does as an investment strategist, to how to communicate ideas in finance effectively.  Liz Thomas is the Head of Investment Strategy at SoFi. Prior to SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management. As an analyst, she worked at both BMO Global Asset Management as well as Baird. Liz earned her BBA in Finance and Marketing from the University of Wisconsin-Milwaukee, and her MBA from Marquette University. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the On The Money newsletter, and follow Liz @LizThomasStrat. Notable mentions in the episode: 00:00 Introduction 02:10 Growing up in Wisconsin 03:32 Money lessons and values 06:10 Finding finance in college 07:42 Early career 10:27 Pivotal career moments 19:10 What is an investment strategist? 24:31 Career advice 28:07 Career at SoFi 31:55 Experience as a female in a male-dominated industry 35:18 Liz's financial information diet 40:50 Keeping a level head through market volatility 44:28 Investment role models 48:01 Communicating ideas in finance 51:44 Closing Thoughts Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2025 Social Finance, Inc. All Rights Reserved.

What Dewey Do
From Chemo to Michigan Football QB1 - the Miraculous Story of Davis Warren

What Dewey Do

Play Episode Listen Later May 14, 2025 44:23


After earning QB1 for Michigan's 2024 season, Davis Warren isn't just battling defenses—he's competing against a $15M recruit, a stacked QB room, and the pressure of leading Team #146. In this episode, #120 of What Dewey Do?, Davis lays it all out—his path to QB1, winning over Alex Orji, beating rivals Michigan State, Ohio State, and Alabama, and leading Michigan Football into the future.  He unpacks what it means to be a true Michigan Man, his devastating ACL injury, the current QB competition with Bryce Underwood, and how NIL and the transfer portal are reshaping college football.  Davis also shares his full-circle cancer story, from diagnosis to cure, and how it fuels his purpose to give back! Connect with Davis Warren:  LinkedIn: https://www.linkedin.com/in/davis-warren-95568b1a6/ Facebook: https://www.facebook.com/daviswarren/ Instagram: https://www.instagram.com/davis.warren/?hl=en Twitter: https://x.com/1daviswarren2 Ready to feel inspired, focused, and fired up? Tap play and hear why even Davis says, “It's a banger.” Quotes: - Davis Warren: “Run the mile you're in. Focus on what you can control, not what others are doing.” - Davis Warren: “NIL at Michigan isn't handed out. You have to earn it through work and performance.”  - Dewey Steffen: “There's nothing worse than being out and needing surgery, but Davis Warren's response to the season showed real leadership.” Davis Warren is a quarterback for the University of Michigan Football Team and a student at the Stephen M. Ross School of Business, pursuing his BBA. Hailing from Manhattan Beach, CA, Davis faced a life-altering cancer diagnosis that tested his resilience and transformed his outlook on life and football. After beating the odds, he returned stronger—both on the field and off—becoming a symbol of perseverance and hope. His journey through adversity has shaped his approach to NIL opportunities, blending purpose with performance. ➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast ➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast ➡️ WDD Facebook: https://www.facebook.com/whatdeweydo ➡️ GLW YouTube: https://www.youtube.com/@GLWealth In Case You Missed It...

It's All About Balance
129. Real Talk—why most women self-sabotage right before success

It's All About Balance

Play Episode Listen Later May 12, 2025 41:47


The Julia La Roche Show
#256 Danielle DiMartino Booth On The Hidden Economic Indicators Flashing Red

The Julia La Roche Show

Play Episode Listen Later May 8, 2025 43:56


Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 256 for an FOMC day interview.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia DiMartino Booth argues that Fed monetary policy remains overly restrictive while the labor market is "anything but solid." She points to concerning indicators including record credit card minimum payments, rising long-term unemployment, and declining full-time jobs. DiMartino Booth makes the case for immediate rate cuts to a floor of 2%, warning the economy now operates "without a safety net" after successive waves of debt-fueled growth. Looking forward, she expresses concern about geopolitical risks while finding hope in the strong work ethic of the younger generation.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Links: QI Research: https://quillintelligence.com/subscriptions/ Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 - Opening commentary on Powell and monetary policy0:23 - Introduction and FOMC day discussion1:39 - Arguments that monetary policy is too restrictive2:49 - Labor market indicators and private sector layoffs4:13 - Credit card minimum payments and student loan impacts6:02 - Signs of financial stress in refinancing behaviors8:10 - Bankruptcy trends and distressed debt exchanges9:57 - Fed's dual mandate debate12:05 - Critique of Powell's selective history on Fed actions13:57 - Job market reality vs. Powell's "solid" characterization15:48 - Self-employment and full-time job losses17:50 - Sponsor segment19:08 - Labor market "scarring" and long-term unemployment21:12 - Federal debt approaching $38 trillion22:03 - Analysis of long-term debt cycles since Greenspan24:16 - Student loan wage garnishment concerns28:36 - Fed rate cut recommendations30:10 - Policy pushing money from real economy to financial assets33:00 - Tariffs discussion - why they're deflationary not inflationary36:38 - Real-world impacts of import costs38:26 - What keeps Danielle up at night - geopolitical concerns39:53 - What gives her hope - younger generation's work ethic42:17 - Information about Qi Research and closing thoughts

INspired INsider with Dr. Jeremy Weisz
[Private Equity Series] Building Enduring Businesses With Keith Burns

INspired INsider with Dr. Jeremy Weisz

Play Episode Listen Later May 6, 2025 47:33


​Keith Burns is the CEO and Co-chairman of Lullwater & Co., a private investment firm dedicated to building enduring companies through long-term partnerships. He also serves as Co-executive Chairman of Apex Physics Partners, the largest medical physics services provider in the US, and previously led Seneca Creek Partners, a search fund that completed 15 acquisitions and achieved a successful investor exit in 2019. A former attorney and Goldman Sachs executive, Keith holds a BBA from Emory University and a JD and MS in real estate development from Columbia University. He is an adjunct assistant professor of entrepreneurship at the University of Chicago Booth School of Business and actively mentors emerging entrepreneurs through teaching and board service. In this episode… Scaling a business feels like navigating chaos — especially when taking over a company in its awkward adolescent phase, where systems are fragile, leadership is thin, and growth potential remains untapped. Many entrepreneurs struggle with transitioning ownership, aligning staff, and building toward a sustainable future without losing what made the business special. So, how do you effectively professionalize and grow a service business while honoring its core culture? Keith Burns, an experienced investor and operator, shares his strategic approach to acquiring and scaling service-based businesses. Drawing from his background in law, finance, and healthcare services, he outlines the importance of starting with a rock-solid foundation — listening to employees through HR assessments and building trust. He emphasizes the power of recurring revenue models, the risks of integration debt, and how to avoid common pitfalls like promising no change during acquisitions. Keith also dives into red flags to watch for, such as poor seller alignment or low cash flow conversion, and offers frameworks for assessing business viability and long-term potential. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Keith Burns, Co-chairman and CEO of Lullwater & Co., about strategic business acquisitions and scaling through thoughtful integration. Keith discusses how he grew the largest medical physics company in the US, shares lessons from teaching entrepreneurship at the University of Chicago, and talks about identifying business red flags, embracing culture, and choosing the right problems to solve.

It's All About Balance
128. Cookie-cutter plans are out—Here's the secret sauce to results that last

It's All About Balance

Play Episode Listen Later May 5, 2025 40:55


Sacred Changemakers
163. 5D Prosperity: Transforming Your Financial Reality With Steven Ringelstein

Sacred Changemakers

Play Episode Listen Later May 5, 2025 55:51


Our guest on the podcast today is Steven Ringelstein, the visionary founder and CEO of Evolve Institute, LLC, a pioneering leadership development company dedicated to unlocking 5D consciousness and wealth creation for entrepreneurs, coaches, and executives. A veteran of the Israeli Air Force, Steven brings a rare blend of strategic precision and deep transformational wisdom to his work. With 18 years of experience as a CEO/COO in high-tech and over two decades of executive coaching, he's a powerful guide at the intersection of innovation and consciousness. Steven holds an MBA from the Thunderbird School of Global Management and a BBA from the City University of New York, equipping him to skillfully bridge business acumen with multidimensional awareness.In this episode, Steven joins host Jayne Warrilow for a powerful and personal conversation on 5D Prosperity: Transforming Your Financial Reality. Together, they explore how we can move beyond the fear-based, scarcity-driven “3D” reality into the expansive, connected experience of 5D prosperity—where abundance is measured not just by financial wealth, but through joy, well-being, relationships, and contribution.Steven opens up about his journey from struggle and striving to presence and purpose, describing how his life transformed when he stopped “battling” and began living from joy, surrender, and love. He shares practical insights into how our financial reality shifts when we redefine our relationship with money, recognize the energetic impact of our actions, and align with a deeper sense of service.This conversation is an invitation to reimagine prosperity—not as something we chase, but as something we cultivate from the inside out. Whether you're an entrepreneur, a coach, or simply someone feeling called to live more fully, this episode offers a grounded yet expansive vision of what's possible.Key TakeawaysSteven's shift from confronting to embracing lifeHow to confront fears as a catalyst for transformationWhat the shift from 3D “mental” reality to 5D “ heart-centered” prosperity really means, and how to do itThe role of money in evolving human consciousness and fostering connectionHow to live and activate 5D in everyday life, including simple daily practicesImpact of spaciousness and presence in corporate leadership and cultureEpisode Resources:Evolve Institute WebsiteSteven's LinkedIn ProfileEvolve Institute Equine RetreatSacredChangemakers.comExplore The Resonance CollectiveJayne Warrilow on LinkedInThank you to our sponsor:A huge thank you to our Resonance Collective members, podcast sponsors, and extended Sacred Changemakers community, all visible on our website, and helping us make a global impact aligned with the United Nations Sustainable Development Goals.Support the PodcastIf you've enjoyed this episode, we'd love your support! Please rate, review, and subscribe on iTunes or your favorite podcast platform. Your feedback helps us reach more coaches and changemakers ready to create real impact.About Sacred ChangemakersSacred Changemakers is a movement for coaches who feel called to...

The In Between
UPDATED: All Shall Be Well?? - On Creation Care, with Ron Schmidt

The In Between

Play Episode Listen Later Apr 25, 2025 55:25


UPDATED:Now... 'all shall be well' sounds great, but it is sometimes truly hard to believe! In this series, we're looking at some anxiety-producing topics through Julian of Norwich's lens of faith, hope, and love.Today, Julia interviews Ron Schmidt, whose passion for creation care (especially about achieving net-zero greenhouse gas emissions) is filled with conviction, curiosity, and hope. Listen in as one of our sages talks about his passion for the earth, his concern about climate change, and why he believes that working towards an impossible and an important goal is both life-giving and the best use of who God made him to be.Ron grew up in a working-class family in Milwaukee and graduated with his MBA and BBA with an accounting major from the University of Wisconsin, Milwaukee. While beginning his career in public accounting, during which time he obtained his CPA, Ron eventually moved into banking. In 1983, Ron relocated to Columbus to join Bank One, which, ultimately, became JPMorgan Chase. After retirement in 2009, Ron joined Vineyard Columbus, graduating from Vineyard Institute in 2014. Only recently (2024) did he become actively involved in creation care. Ron is married and has four adult children and four grandchildren. You can contact Ron at: ron.creationcare@gmail.com.Julian of Norwich lived in the Middle Ages through the Black Plague and is one of the church's most recognized mystics.  She wrote the earliest surviving book in the English language written by a woman, Revelations of Divine Love, in which we find her well known reflection: Here I was taught by the grace of God that I should steadfastly hold me in the Faith ... and that ... I should take my stand on and earnestly believe in ... that ‘all manner of thing shall be well'. Interested in getting involved in Creation Care at Vineyard Columbus?Contact: jenney.rice@vineyardcoluumbus.orgPraxis / Redemptive Quest: https://journal.praxis.co/redemptive-quests-652259149ed8Following Jesus in a Warming World: https://bookstore.vineyardcolumbus.org/reads/p/following-jesus-in-a-warming-world-a-christian-call-to-climate-action?rq=following%20jesus%20in%20a%20warming%20world