Podcasts about bba

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Paul Rainey. He holds a powerful executive role in the media world, shaping the future of iconic brands like Billboard, Rolling Stone, and SXSW.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Paul Rainey. He holds a powerful executive role in the media world, shaping the future of iconic brands like Billboard, Rolling Stone, and SXSW.

Jentri Smith is the Senior Vice President and SBA Lending Manager at Amegy Bank of Texas, where she leads the strategy and execution of the bank's Small Business Administration (SBA) lending initiatives. In this role, she partners with lending teams across the organization to expand access to capital for small businesses while strengthening the bank's presence as a top SBA lender in Texas. With more than 17 years of experience in SBA, commercial, and business lending, Jentri brings deep industry knowledge and a proven ability to help businesses grow. She has held leadership and relationship management roles at institutions including Wells Fargo, Community Certified Development Corporation, and Comerica Incorporated. Jentri earned her MBA from Prairie View A&M University and a BBA in Finance from Texas A&M University. She is also passionate about giving back, volunteering with Junior Achievement to support financial literacy and youth development. During the show we discuss: What banks actually look for when approving SBA loans Why strong deals still get declined—and how to fix those gaps How to position yourself as a low-risk, high-confidence borrower The key components of a deal that gets fast-tracked vs. stalled How SBA lenders evaluate cash flow, projections, and business health Insider strategies to increase approval odds before you apply The biggest mistakes borrowers make that kill deals early How to align your application with what decision-makers really want Resources: https://www.amegybank.com/

After a US Army tour in Vietnam, George Montgomery completed a BBA degree and then went on to achieve an MBA. He then spent 40 years as a business and tax consultant, fifteen of which was done while living and traveling full time in a motorhome. He has now retired and writes novels and short stories.Please rate us on Apple and/or Spotify and subscribe to our YouTube channel This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit mikeyopp.substack.com/subscribe

We speak with David Blanchette about his career, both in research and in investment management for individual investors. We talk about his public tiff with finfluencer Dave Ramsey, common investment mistakes, some surprising results from his research, and, of course, the only dirty word in finance.   David is Head of Retirement Research with Prudential Financial, and a Portfolio Manager for PGIM. He is a CFA charterholder, holds a BBA from the University of Kentucky, MSFS in Financial Services from The American College of Financial Services, an MBA in Analytic Finance from Chicago Booth, and a Ph.D. In Personal Financial Planning from Texas Tech University.   What David is Reading Right Now: Your Future Self: How to Make Tomorrow Better Today by Hal Hershfield   David's Music Recommendation: "Self Destructor" by Chevelle   ___ Join Us At The Private Wealth Leadership Forum: October 1-2, 2026 | Westin, Las Colinas CFA Institute and CFA Society Dallas/Fort Worth will convene CIOs, portfolio managers, advisors, and family office leaders for a 1.5-day event exploring how investment strategies are evolving. Attendees will gain practical insights into integrating private markets and alternatives into portfolios, managing liquidity and risk, improving tax efficiency, adapting advisory models amid consolidation and technological change, and guiding clients through liquidity events and generational wealth transitions. Click Here To Register  Member exclusive discount: CFA Society Dallas/Fort Worth members, you can use one of your $40 discounts to this event! Email us at info@cfadfw.org for more information.   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Inflation sticky like old pine sap… Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Easterling, Founder and President 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: (META), (CAT), (IONQ), (SLV), (BND)

We've all been holding on to the edges of our seats to see how the situation in the German cannabis market unfolds. Today, we have the pleasure of having a conversation with Alfredo Pascual, CFA who is renowned as one of the "voices of reason" in the cannabis industry, wherein we go deep into the possible outcomes of the recent regulatory changes.We're sure this episode will be a treat for many.Alfredo Pascual, CFA, is Head of Strategy & Corporate Development at Cannamedical, one of Europe's leading independent medical cannabis companies.He brings a decade of experience in investment analysis, capital allocation, and market and regulatory intelligence within the cannabis industry, having previously served as Executive Director of Seed Innovations Ltd (LON:SEED), on the Supervisory Board of Avextra, and as International Analyst at MJBizDaily.Alfredo is also a CFA Charterholder with an MA in Governance and Public Policy from Universität Passau and a BBA from Universidad Católica del Uruguay, complemented by certifications in pharmaceutical drug regulation.---Resources Mentioned in the Video:• FAZ article• another FAZ mention • Parliamentary inquiry response• EKOCAN reports• EU Council Framework Decision 2004/757/JHA of 25 October 2004• German medical cannabis applications for insurance reach 100,000: MJBizDaily❇️ Get in touch at https://www.thecannabisconversation.co.ukConnect with Nikita Cretu on LinkedIn:https://www.linkedin.com/in/nikita-cretu-b24b83a8/Connect with Thomas Gray on LinkedIn:https://www.linkedin.com/in/thomas-c-s-gray/

FranBridge is led by its Founder, Jon Ostenson, a top 1% Franchise Consultant in the US, and 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 is able to commit over 90% of his time to helping others achieve their own dreams of freedom and wealth generation through business ownership. Prior to 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. Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridge Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Paul Rainey. He holds a powerful executive role in the media world, shaping the future of iconic brands like Billboard, Rolling Stone, and SXSW.

本期提要：1、北京车展规模为何创下全球之最2、媒体日、专业观众日与普通观众日有何区别3、为何说零部件供应商已从幕后走到台前4、智能驾驶「顶天立地」趋势如何解读5、智能座舱将如何重新定义汽车内饰6、为何自主品牌集体冲击「九系」旗舰7、BBA如何用「中国心」实现本土化反击8、垂直整合与供应链品牌化意味着什么9、普通消费者当前购车应保持何种心态【本期高光】Part 1 车展气象：规模、秩序与产业权力变迁00:01:50 车展游记：从逛展发现购车新思路00:05:17 数据视角：17个馆、1451台展车，逛完至少需两天00:05:40 媒体日盛况：两天超200场发布会，堪称「发布会马拉松」00:09:33 全球最大车展？海外车展靠中国车撑场，四万步走不完00:11:41 车展新定义：不止是新车秀，更是中国汽车产业的「体检」00:12:17 权力转移：新能源车抢占定价话语权，合资品牌措手不及Part 2 技术竞赛：智能化核心与供应链革命00:14:07 竞争焦点转移：从拼规模到拼800伏、5C快充与激光雷达00:25:59 消费者关注点变迁：从颜值到激光雷达、电池品牌00:27:29 供应商台前化：零部件成为技术代言人，买车像「挑处理器」00:33:31 重磅宣布：华为定义L3自动驾驶商用元年，行业震动00:34:52 责任界定：华为承诺与车企共担L3事故责任，如「高科技护身符」00:55:57 范式革命前瞻：全线控底盘将取代机械底盘，电信号成主流01:02:58 比亚迪模式复盘：垂直整合从亏损源变为供应链危机中的「赢家」Part 3 市场新局：品牌冲高、全球化与生态未来00:45:30 份额逆转：国产新能源车市场份额超50%，撕开BBA防线01:00:49 全球化缩影：比亚迪、吉利国际经销商齐聚，肤色语言各异01:10:31 未来竞争核心：汽车行业不再比便宜，而是比智能生态吸引力【本期主播】三刀：自称“别人研究车，而我研究人”的汽车KOL。2006年从事汽车销售，2013年成立播客工作室，靠一支麦克风从播客做到抖音、B站，小红书、微博等平台。节目里既聊车，也聊人间冷暖，刀友们口中的“老大哥”。抖音丨快手丨小红书丨视频号：三刀侃车汽车之家丨懂车帝丨bilibili丨公众号：百车全说微博：百车全说三刀欢迎在苹果播客、小宇宙、喜马拉雅、网易云音乐、qq音乐、蜻蜓FM、微博音频、微信视频号搜索【百车全说】，马上订阅节目，不错过每次更新。加入听友社群，微信号：46415254想与三刀1对1交流，扫码加入知识星球：

We're proud to have provided 100 informative, humorous, and occasionally thrilling episodes of Little Questions - the podcast for all of us working with or working in Corporate Affairs, Communications and PR. To mark our 100th episode, we have gone back into the archives and pulled moments from the conversations that still resonate. In this special episode - the last to be hosted by Matt Young and Andrew Brown - we look back at some of the best moments from our last 100 shows: PR - is it a trade, an art, a profession - or are we just making it up? The challenge of explaining what you actually do for a living - to anyone, but especially your mother - gets a proper airing. The CEOs who get it. Amanda Blanc (CEO @ AVIVA) "total brutal honesty, no smoke-blowing please". Henry Englehart (Founder of Admiral), who heard himself discussed in the storytelling episode, asked to come on, and delivered a very direct conversation about leadership communications. Winners, losers in the world of Comms: Shania Twain. Matt Hancock. Elon Musk. A Jaguar rebrand with no actual plan behind it. Thank You for Smoking. Edina Monsoon. Deciding who you will and won't represent. And the statistic that still surprises us… some of you have listened to several of the episodes more than once. What are you all doing with your lives!? Little Questions will remain at batting crease and will be looking to make another 100 episodes. So Apella partners, Jenny Scott and James Kirkup, will shortly be putting on the pads and helmets, and ready to knock up another century of wisdom and wit. Want to share your thoughts or ideas for future topics? you can get in touch at podcast@apellaadvisors.com. Please consider leaving us a review. Andrew Brown; formerly Director of Communications and Public affairs at Ageas Insurance, 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. 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. This podcast is produced by The Podcast Coach.  

In episode 247, Coffey talks with Michelle Sims about building skills-first hiring pipelines and expanding apprenticeship models to address the early-career experience gap in the age of AI.  They discuss redefining entry-level work as automation reshapes junior roles; bridging the experience gap through apprenticeships and workforce development programs; expanding access for non-degree and nontraditional talent into corporate careers; differences between internships and apprenticeships in structure, pay, and outcomes; integrating mentorship, wraparound support, and structured training into early career pathways; challenges of adopting skills-first hiring and replacing degree-based proxies; designing fair and effective hiring assessments including project-based evaluations; measuring apprenticeship success through retention, productivity, and skill progression; the role of AI in shifting demand toward mid-career talent with technical experience; building inclusive hiring pipelines that expand access to underrepresented groups; and public policy efforts to scale apprenticeships and workforce development nationwide.  For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP247  Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.   If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.   About our Guest:  Michelle Sims is the CEO of YUPRO Placement, a skills-first placement firm advancing economic mobility for talent traditionally overlooked by the hiring system. She partners with corporate leaders to replace outdated practices with performance-driven, retention-ready workforce solutions.  A multi-year Staffing Industry Analyst Global Power 150 Women in Staffing honoree, Michelle serves on the American Staffing Association Women in Leadership Council and is a board member of the Harvard Kennedy School Women and Public Policy Program. Under her leadership, YUPRO Placement has earned industry-wide recognition for innovation, equity, and upskilling programs.  Michelle is a regular Forbes contributor and a respected voice in workforce strategy, advocating for inclusive, skills-first hiring that meets today's talent demands and builds tomorrow's teams.  Before joining YUPRO Placement, Michelle held senior executive roles across multiple industries and taught human resources and leadership development as an adjunct professor for 17 years. She holds a BBA from Texas A&M University and an MBA from Houston Christian University.  Michelle Sims can be reached at: www.yupro.com https://www.linkedin.com/in/michellesims-  About Mike Coffey:  Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association.  Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year.  Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth.  Learning Objectives: Understand how AI is reshaping entry-level roles and talent pipelines Evaluate the structure and benefits of apprenticeships versus internships Design skills-first hiring processes that prioritize competencies over credentials 

Interview recorded - 30th of March, 2026On 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 the current issues in the economy, energy crisis, how businesses can't catch a break with tariffs, energy costs and higher rates, FED reaction, liquidity shift, Private Credit and impact on markets. I hope you enjoy!0:00 - Introduction2:46 - Overview of economy4:49 - Comparing to prior energy crisis?6:29 - Where is the leverage?7:15 - Companies struggling8:56 - Unemployment11:26 - FED reaction14:53- What should FED do?18:13 - Kevin Warsh nomination19:26 - Liquidity shift22:15 - Private Credit Concerns25:20 - Impact on markets27:06 - 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

What actually moves a small town forward? It's not a lack of ideas, it's a lack of execution. This episode digs into the mindset shift from planning to ownership, showing how consistent action, local investment, and focusing on the people who show up can create real momentum over time. It's a practical, experience-based take on how we make things happen on the ground.  About Andrew: After a 15-year career working in rural North America with the various businesses and economic development organizations, Andrew founded Mashup Lab (www.mashuplab.ca); a for-more-than-profit company focused on one thing: unleashing the entrepreneurial potential of rural places.  Mashup Lab's activities fall under two business units; virtual business incubation programming, and a network of rural co-working spaces that operate under the brand WorkEvolved (www.WorkEvolved.ca).  To date Mashup Lab has successfully scaled its Virtual Business Incubator to rural regions throughout Canada & the US, working with more than 1,200 entrepreneurs to start and grow 700+ businesses in 600+ rural communities. Andrew is also co-founder of Awesome South Shore (www.awesomesouthshore.ca), a community-backed micro-fund that has given away over $90,000 in no-strings-attached cash to people that want to do something awesome in their community. Andrew holds an MBA from Saint Mary's University and a BBA from Acadia University.  Most recently he was selected into the Wallace McCain Institute's Entrepreneurial Leaders Program as one the Top 30 high-growth potential entrepreneurs in Atlantic Canada. Andrew is from a small rural community in Newfoundland, married a girl from a small rural community in Nova Scotia (Eva) that they now call home with their two boys (James & Josh). In this episode, we cover: Why most communities don't have an idea problem—they have an execution problem The difference between chasing big wins and building sustainable, incremental growth How to think about participation without getting stuck on who isn't involved What generational transition really means—and how to adapt instead of resist it Why ownership, not titles or committees, is the real driver of progress Links + Resources Mentioned: 1) Folks can connect with Andrew on LinkedIn: https://www.linkedin.com/in/abutton/ 2) If listeners would like to chat about what they're working on in their small town and how Andrew and/or Mashup Lab might be helpful (or anything else we touch on during our conversation, for that matter!), Andrew is kindly offering a free, no obligation Discovery Call! Book here: https://tidycal.com/mashuplab/discovery-call  3) If listeners would like more details on our Dream Business Program (aka Mashup Lab Virtual Business Incubator), please fill out this form: https://wkf.ms/4bMNmhV Want to get your business in front of our audience? We are looking for podcast sponsors! Each season, we feature a select group of Small Business Partners—brands that share our mission to celebrate small-town life and big ideas. With a 4–6% average Facebook engagement rate (well above the industry average), 2,600+ loyal followers, and 45,000 monthly content views, we have an amazing, highly engaged audience of people who can't wait to learn more about you. When we feature you, your story, and your product/service, it's like a friend's recommendation, because it is. Want to know more? Reach out to us at hello@growingsmalltowns.org We have a membership! Join the GST Club — a virtual support community built for those leading change in small-town America. For $30/month, you'll get twice-monthly live calls with Rebecca, access to a private network of fellow small-town changemakers, replay recordings, frameworks, and early access to GST events. It's for anyone from volunteers and entrepreneurs to city officials who believe small towns deserve big ideas and better leadership. Part think-tank. Part pep-talk. Part creative jam session. All support. We Want to Hear From You! We really, really do, and if you'll let us, we'd love to feature your actual message just like we did with Terri's (with your permission, of course!) Some of the best parts about radio shows and podcasts are listener call-ins, so we've decided to make those a part of the Growing Small Towns Podcast. We really, really want to hear from you! We're have two "participation dance" elements of the show: "Small town humblebrags": Call in and tell us about something amazing you did in your small town so we can celebrate with you. No win is too small—we want to hear it all, and we will be excessively enthusiastic about whatever it is! You can call in for your friends, too, because giving shout-outs is one of our favorite things.  "Solving Your Small-Town People Challenges": Have a tough issue in your community? We want to help. Call in and tell us about your problem, and we'll solve it on an episode of the podcast. Want to remain anonymous? Totally cool, we can be all secretive and stuff. We're suave like that.  If you've got a humblebrag or a tricky people problem, call 701-203-3337 and leave a message with the deets. We really can't wait to hear from you!  Get In Touch Have an idea for a future episode/guest, have feedback or a question, or just want to chat? Email us at hello@growingsmalltowns.org Subscribe + Review Thanks for tuning into this week's episode of The Growing Small Towns Show! If the information in our conversations and interviews has helped you in your small town, head out to Apple Podcasts, Stitcher, or Spotify, subscribe to the show, and leave us an honest review. Your reviews and feedback will not only help us continue to deliver relevant, helpful content, but it will also help us reach even more small-town trailblazers just like you!  

In this episode, we speak with Frank Karl, Managing Director of Kayne Anderson's Private Credit strategies and President of Kayne Anderson BDC. Kayne Anderson Private Credit, the direct lending arm of Kayne Anderson Capital Advisors, has deployed over $14 billion since 2011 across senior credit funds, BDCs, and other vehicles, managing more than $7 billion in assets. The firm focuses on capital preservation through secured, cash-flow-generating investments in established middle-market companies, targeting stable businesses for attractive, risk-adjusted returns. Frank joined Kayne Anderson in 2013 and has focused on private credit strategies throughout his tenure. He was previously a member of Houlihan Lokey's financial restructuring group, advising debtors and creditors, and holds a BBA magna cum laude from Notre Dame. Kayne Anderson Private Credit was recently recognized as a Top Private Credit Firm of 2025 by GrowthCap. Frank supports VOCEL. To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

Eric Reed and Natalie Hurley (also of Layne's) join the Restaurant Unstoppable Network for a live Q+A on April 20th, 2026 at 11AM EST. To join us and engage with all our guests and events, go to restaurantunstoppable.com/live -OR- to just catch today's guest, head over to restaurantunstoppable.com/cwe and we will get you a link to join that specific event for FREE! Eric Reed is the Chief Development Officer at Layne's Chicken Fingers, where he leads the brand's aggressive growth and real estate strategy as the company scales its footprint across existing and new markets. With more than two decades of experience in restaurant and retail real estate development, Eric has held leadership roles at brands including Raising Cane's, Brinker International, Payless ShoeSource, and Sally Beauty, giving him a deep understanding of site selection, market planning, and franchise expansion. Before joining Layne's in 2024, he also served as Chief Growth Officer at Main & Main Capital and previously as Vice President at Main and Main Development, working on growth strategies for a variety of concepts. Eric is a graduate of Texas A&M University, where he earned his BBA in Finance, and he now applies that background to building what Layne's calls its "soon to be famous" chicken empire. Join RULibrary: www.restaurantunstoppable.com/RULibrary Join RULive: www.restaurantunstoppable.com/live Set Up your RUEvolve 1:1: www.restaurantunstoppable.com/evolve Subscribe on YouTube: https://youtube.com/restaurantunstoppable Subscribe to our email newsletter: https://www.restaurantunstoppable.com/ Today's sponsors: - Restaurant Technologies — the leader in automated cooking oil management. Their Total Oil Management solution is an end-to-end closed loop automated system that delivers, monitors, filters, collects, and recycles your cooking oil eliminating one of the dirtiest jobs in the kitchen.. Automate your oil and elevate your kitchen by visiting rti-inc.com or call 888-779-5314 to get started! - Cerboni - Cerboni is an all-in-one financial solution for restaurants. Reliable tax preparation & Business incorporation. Seamless Payroll and compliance report. Strategic CFO Services That Drive Business Growth. Detailed, custom reporting for complete financial clarity. Dedicated support for restaurants & Multi-location businesses. End-to-end financial management under one roof. Call (281) 888-2413 and mention Restaurant Unstoppable to get 20% off your first month of service. - US Foods®. Running a restaurant takes MORE than great food—it takes reliable deliveries, quality products, and smart tools. US Foods® helps you make it. Ready to level up?  Visit: usfoods.com/expectmore. - Guest contact info:  Website: https://www.layneschickenfingers.com Email: eric@laynes.com Thanks for listening! Rate the podcast, subscribe, and share! 

Are you overcomplicating your path to growing your business worth—when the real advantage might come from a simple focus on people, not processes? If you've ever struggled to align your team, improve sales conversations, or make better leadership decisions, this episode hits close to home. You're constantly balancing performance, personalities, and priorities—and it's easy to get lost in complexity. What you'll hear here is how simplifying your approach—especially through understanding people—can unlock better results faster. By listening, you'll gain: A clearer way to use personality insights to improve communication, sales, and team performance A practical framework for building stronger, more balanced teams that actually work well together A mindset shift toward simplicity, practicality, and focus that cuts through noise and drives better decisions Hit play now to discover how a simple focus on understanding people can immediately improve how you lead, sell, and grow your business. Check out: 00:06:30 – Tony's early door-to-door sales story and how it shaped his career in selling and communication 00:18:45 – The pivotal moment he chose simplicity, practicality, and focus as his core philosophy 00:32:10 – How assessments (like DISC) can transform team performance and decision-making in real business scenarios About Dr. Tony Alessandra Dr. Tony Alessandra has a street-wise, college-smart perspective on business, having been raised in the housing projects of NYC to eventually realizing success as a graduate professor of marketing, Internet entrepreneur, business author, and hall-of-fame keynote speaker. He earned a BBA from Notre Dame, an MBA from the Univ. of Connecticut and his PhD in marketing in 1976 from Georgia State University. Tony is Founder & Chairman of Assessments 24x7 LLC, a company that offers a variety of online assessments, including the widely used DISC profile, the Emotional Intelligence 360 assessment, the Motivators (Values/PIAV) assessment, and several 360º leadership and sales-effectiveness assessments.

In this episode, Dina sits down with Sophia Mikelionis, founder of Gearing Together, to say the part out loud:You can do everything “right”… and still feel completely drained.Sophia's résumé checks every box.BBA in Finance from Howard.MBA from Syracuse.Climbed the corporate ladder.Delivered. Performed. Excelled.On paper? Thriving. Behind the scenes? Exhausted.Running on deadlines, pressure, and the promise that relief would come “after this quarter.” (You know. The mythical next week.)This conversation is the one women have in the group chat but rarely in public.We talk about what burnout actually looks like for ambitious women - and why it hides in plain sight when you're high-performing.Because here's the truth:Burnout doesn't always look like falling apart. Sometimes it looks like being wildly competent… and quietly resentful.Smiling in meetings.Crying in the car.Telling yourself you're lucky.Wondering why it still feels heavy.We unpack:Why corporate culture rewards over-functioning and then calls it “leadership potential”How guilt keeps high-achievers stuck long after their bodies have started protestingThe identity crisis that hits when you realize you can't keep running at this paceAnd why stepping back can feel scarier than staying exhaustedThis isn't an episode about quitting your ambition.It's about interrogating who taught you what ambition was supposed to cost.If you've ever thought:“I should be grateful.”“I just need to push through.”“Everyone else seems to be handling it.”This conversation will feel uncomfortably familiar - in the best way.Because sometimes the bravest thing you can admit isn't “I can't do this.”It's: “I don't want to keep doing it like this.”*************To learn more about Sophia Mikelionis and her work with Gearing Together, visit https://www.gearingtogether.com/ or follow her on LinkedIn: https://www.linkedin.com/in/sophia-mike/

IRS issues proposed regulations on Trump Account and the pilot program and the Tax Court looks it issues with an IRS notice in a BBA case.

本期提要：1、为什么说BBA大降价是投降的信号2、为什么说降价背后反而是涨价3、为什么说3年内BBA与新能源有生死战4、为什么BBA把中国区老大都给换了5、为什么说BBA三家打造新能源理念大相径庭6、今后开BBA还有面子吗【本期高光】Part 1｜价格战开打：BBA的「骨折价」与面子危机00:00:27 聊F1太假？不如看奔驰、宝马、奥迪为啥集体「大跳水」！00:01:36 宝马元旦降价最高30万！豪车价格防线被撕开第一道口子？00:04:32 奔驰降4款畅销车 vs 宝马降30款冷门车，谁在真心「清库存」？00:07:34 奥迪A6L官降十万！入门版便宜12万，买车像捡漏？00:12:54 30万以上买车，BBA不再是唯一选项！选择权终于回到消费者手里00:14:40 2025年奔驰在华销量下滑19%，新能源车正在抢走它的客户00:17:09 BBA销售被逼跳槽去哪？特斯拉、理想、小鹏成了新归宿Part 2｜格局重塑：展厅易主、人才流失与旗舰隐退00:22:56 黄金地段展厅，从奔驰宝马换成了鸿蒙智行！城头变幻大王旗00:24:40 经销商从「六菜一汤」到「一份盒饭」，服务质量大跳水为哪般？00:30:56 员工成批跳槽新势力，BBA遭遇前所未有的人才「抽血」00:32:41 开特斯拉就没面子？宝马奥迪的「社交货币」正在贬值00:35:41 奥迪A8全球年销仅1.8万辆，这款旗舰轿车离停产还有多远？00:38:56 与保时捷共平台，奥迪A8可能面临市场空窗期，D级车市场要「裸奔」？00:46:57 奥迪电动车试驾不让提「奥迪」？新品牌「A D I」能摆脱包袱吗？00:56:41 比亚迪建充电站的决心与优势，其他品牌为何难以匹敌？【本期主播】三刀：自称“别人研究车，而我研究人”的汽车KOL。2006年从事汽车销售，2013年成立播客工作室，靠一支麦克风从播客做到抖音、B站，小红书、微博等平台。节目里既聊车，也聊人间冷暖，刀友们口中的“老大哥”。抖音丨快手丨小红书丨视频号：三刀侃车汽车之家丨懂车帝丨bilibili丨公众号：百车全说微博：百车全说三刀欢迎在苹果播客、小宇宙、喜马拉雅、网易云音乐、qq音乐、蜻蜓FM、微博音频、微信视频号搜索【百车全说】，马上订阅节目，不错过每次更新。加入听友社群，微信号：46415254想与三刀1对1交流，扫码加入知识星球：

In episode 243, Coffey talks with Dan Dalton about using personality profiles to improve hiring, onboarding, team dynamics, and organizational effectiveness.  They discuss the evolution of personality assessments from paper-based tools to data-driven platforms; appropriate and inappropriate uses of DISC and Predictive Index in hiring decisions; leveraging behavioral data to ask better interview questions; customizing onboarding to match communication preferences and learning styles; aligning managers and employees through mutual self-awareness; using profiles to strengthen team composition and collaboration; applying personality insights to performance coaching conversations; reducing turnover by adapting leadership styles to employee needs; helping young people gain early self-awareness for career decisions; and identifying the “personality” of an organization through mission statements and customer feedback.  For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP243  Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.   If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.   About our Guest:  Since 1995 Dan Dalton has worked in various HR roles as Trainer, Recruiter, HR Generalist, Manager, Director and Employee Relations Consultant.  Dan has worked in the Banking industry with JP Morgan Chase and Southwest Bank, the retail industry with Neiman Marcus and the health care industry with, Texas Health Resources, Voyager Hospice Care, McKesson Specialty Health, Texas Oncology, EVP Eye Care and in manufacturing with Oil States Industries. Most recently, Dan has founded P3:14 Consulting focusing on helping organizations and individuals strive to reach their potential. Dan has held a Human Resources professional certification since 2005 and presently holds a HRCI Senior HR Professional (SPHR) certification as well as a SHRM-SCP certification.  Dan earned a BBA in Marketing with a minor in Economics from Southwestern University and an MS in HR Management from University of Texas at Arlington (UTA). Dan has served with Fort Worth HR (local SHRM chapter) as board member and Past President and has served as a member of the Board of Directors of the Christian Women's Job Corp of Greater Arlington where he facilitates workshops on resume writing and interview preparation. Dan has been married to Brandi since 1987 and has a son, Calvin James (CJ), daughter-in-law Caiti and two grandchildren Cannon and Charlie. Dan also enjoys binge watching Netflix and Prime shows, ski vacations and any time spent in the mountains. He is an avid baseball fan and has played softball and golf most of his life. Dan and his family are active members at First Baptist Church of Arlington, where he is a member of the choir and contemporary praise team and a Sunday School teacher.  Dan Dalton can be reached at https://p314consulting.com  https://www.linkedin.com/in/dandaltonsphr    About Mike Coffey:  Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association.  Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year.  Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth.   Learning Objectives: Identify appropriate uses of personality assessments in hiring and performance management. Apply behavioral profile insights to improve onboarding and manager-employee communication. Evaluate team composition and organizational alignment using personality data.  

As India's revised GDP numbers are released with a new base year of 2022–23, Monika unpacks the deeper story hidden beneath the headline growth print. She explains how the economy continues to grow at a stable rate above 7%, driven on the production side by manufacturing and services, and supported on the expenditure side by household savings and government capital expenditure. While consumption remains the backbone of growth, private investment needs to accelerate to complete the virtuous cycle of rising wages, stronger demand, and sustained high growth.Monika walks listeners through why this GDP release is structurally significant. The updated methodology incorporates new surveys, GST data, digital public finance systems, and expanded data sources to better reflect today's economy. A major shift to “double deflation” in manufacturing aims to measure real growth more accurately by adjusting both input and output prices. She also addresses the recurring debate on data credibility, distinguishing between methodological improvements and allegations of manipulation, and explains why large-scale tampering across multiple data systems is implausible. The takeaway: the data suggests steady, resilient growth — not spectacular, but meaningful in a turbulent global year.In listener queries, Devasri Jegan, a recent BBA graduate, asks how to overcome beginner confusion and where to start investing; Arpita Mondal writes in about rising silver prices and whether she should invest after sharp moves; Vineet Sharma from the Gulf shares his journey of building a ₹4 crore FD corpus through discipline and leverage and seeks guidance on starting mutual fund investing at 48 while redefining life goals; and Saurabh Garg's recent speech on GDP methodology also comes up in the broader discussion on interpreting official data.Chapters:(00:00 – 00:00) What the New GDP Data Reveals About India's Growth Story(00:00 – 00:00) Base Year Changes, Double Deflation and Can We Trust the Data?(00:00 – 00:00) Starting Your Investment Journey Without Getting Overwhelmed(00:00 – 00:00) Silver Prices, Commodity Hype and Asset Allocation Discipline(00:00 – 00:00) Starting Mutual Funds at 50 After Building Wealth Through FDsSaurabh Garg speechhttps://www.youtube.com/watch?v=_n71JFcBoDQ&t=728s PIB releasehttps://www.pib.gov.in/PressReleasePage.aspx?PRID=2233518®=3&lang=2 If you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠⁠⁠⁠⁠⁠⁠Monika's book on mutual funds⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠⁠⁠⁠⁠⁠⁠Monika's workbook on recording your financial life⁠⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠⁠⁠⁠⁠⁠⁠Calculators⁠⁠⁠⁠⁠⁠⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠⁠⁠⁠⁠⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠Production House: ⁠⁠⁠⁠⁠⁠⁠www.inoutcreatives.com⁠⁠⁠⁠⁠⁠⁠Production Assistant:⁠⁠⁠⁠⁠⁠⁠ Anshika Gogoi⁠⁠⁠⁠⁠⁠

Send a textI have a big announcement to share and I've been so excited to finally let the cat out of the bag! Erin Pohan, one of our OG community members and founder of UpKeeping®, is joining me as co-coach for this upcoming cohort of the Bookkeeping Business Accelerator.I wanted to bring Erin on because she's lived this journey. She started from scratch just like you, built her firm to 50 clients and a team of three, and she did it using the BBA framework. This episode is a real, honest conversation about what it actually takes to build a bookkeeping business, how AI is changing our industry (but not in the way you might fear), and what's in store for this cohort.In this episode you'll hear:The big announcementErin's origin storyAI in bookkeepingAnd more!Resources mentioned in this episode:Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/vipAmbitious Bookkeeper Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshopsXero: https://xeroamericas.partnerlinks.io/79afz10exu7dQuickBooks Online: https://www.referquickbooks.com/s/Serena4Workflow Queen / Alyssa Lang: https://www.workflowqueen.comMeet 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.When she's not trying to make accounting more “fun”, Erin loves traveling the world with her family, playing the violin, and convincing accounting students & professionals that owning an accounting firm is the American dream.Connect with Erin

Lisa Gagnon knows entertainment. More specifically, she understands sports entertainment. After earning her BBA degree from Texas McCombs in 1997, she went on to earn a MBA in marketing from the University of North Carolina Chapel Hill before heading up the Houston Super Bowl Host Committee as vice president of marketing. Today, she is the chief marketing officer for the Houston Livestock Show and Rodeo, which broke its all-time attendance record in 2025 with 2.7 million attendees. Lisa sat down with McCombs Made to reflect on her journey from student to play-maker, life as a sports entertainment marketer and what she plans to do next. 

Kevin Gormley speaks with three standout students from India who are currently pursuing their undergraduate degrees alongside the CGMA Finance Leadership Program (FLP). Each has successfully passed the Operational Case Study (OCS), and in some cases achieved top All‑India ranks. Each shares their unique experiences balancing university studies with FLP, insights from their OCS preparation, the challenges they encountered, and the strategies that led them to exam success. GUESTS Nandini Maheshwari. Bachelor of Commerce student, Symbiosis College of Arts & Commerce, Passed both Operational and management level Case Study. Pranav Bhat. BBA student, St. Joseph's College of Commerce. Passed OCS, preparing for Management Case Study. Prerana Rao. BBA student, St. Joseph's College of Commerce. Achieved All‑India Rank in OCS. Recently completed MCS and preparing for SCS HIGHLIGHTS 1. What it's like to sit the OCS while still an Undergraduate. Each student reflects on their first exposure to a case‑based professional exam. 2. Study strategies that worked. Details of how they structured (and sometimes didn't structure) their study plans: 3. The power of mock exams. How these graded exercises help to gain vital insights, get feedback, and understand examiners' expectations. 4. Their best advice for future OCS candidates. Practical perspectives, including this important takeaway: "Don't treat it like the end of the world. Relax. Enjoy the learning process." ABOUT US. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ and at https://aicpa-cima.com. Get in touch with show host Kevin Gormley via LinkedIn. Email the podcast team at podcast@aicpa-cima.com Thanks for listening. It takes just a couple of minutes to share your feedback here. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed's next move with our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. 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. 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), has a column on Bloomberg View, is 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 Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. 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. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)

In 1997, Bill Clinton and Newt Gingrich shocked Washington by coming together to pass the Balanced Budget Act — a bipartisan deal that led to the first federal budget surplus in nearly 30 years.But what did it really change?This episode breaks down how the BBA cut $112 billion from Medicare, reshaped Medicaid, created Medicare+Choice (now Medicare Advantage), introduced the Sustainable Growth Rate (SGR), and paired healthcare cuts with $95 billion in tax breaks.Was it fiscal responsibility… or the beginning of a long-term shift toward privatization?We're diving into the 1995 government shutdown, the “Third Way,” rural hospital impacts, the Doc Fix crisis, and what critics like Bernie Sanders warned about on the House floor.www.stayskeptical.comWise Wolf Gold: https://www.wolfpack.gold/?ref=jvujkwgsSources: https://docs.google.com/document/d/1jcwvgWpPz8GqLxNwpeJM7AHqBJL2O3JWVdE8ggKK7_8/edit?usp=sharingwww.stayskeptical.comWise Wolf Gold: https://www.wolfpack.gold/?ref=jvujkwgsSources: https://docs.google.com/document/d/1jcwvgWpPz8GqLxNwpeJM7AHqBJL2O3JWVdE8ggKK7_8/edit?usp=sharing

Want to live a better balanced life and win in marriage AND business at the same time? Purchase our (audio) book Tandem: The married entrepreneurs' guide for greater work-life balance. https://www.thetandembook.com/ Download the 5 Daily Habits to Thrive in Tandem https://marriedentrepreneur.co/5-daily-habits-download  Need some insight into how to balance it all? Schedule a free discovery call. https://marriedentrepreneur.co/lets-talk In this powerful and deeply personal episode of Thriving in Tandem, Robert and Kay Lee Fukui sit down with Ford Taylor, chairman of the U.S. Christian Chamber of Commerce board and founder of FSH Consulting Group. Ford shares his remarkable journey from scaling a struggling two-employee screen-printing shop into a $300M, 2,000-employee enterprise to ultimately redefining success when business growth came at the cost of his marriage, family, and personal well-being. His story is a sobering reminder that external success can hide internal brokenness—and that unchecked ambition often extracts a hidden toll at home. At the heart of the conversation is a defining moment every busy entrepreneur needs to hear. Ford recounts the night his six-year-old daughter asked him, through tears and ice cream, an innocent question that became the wake-up call that saved his life, redirected his priorities, and forced a courageous decision to realign business leadership with family leadership. Ford candidly opens up about insecurity, burnout, infidelity, and the hard road of rebuilding trust—offering hope to couples who feel trapped between providing financially and being emotionally present. The episode closes with practical wisdom for married entrepreneurs who want to win at work and at home. Ford outlines the guardrails he and his wife put in place—clear communication, shared decision-making around travel and opportunities, season-based priorities, and values-driven clarity. He introduces a simple but profound framework for balancing family, income, health, and community, reminding listeners that success is not about doing everything, but about intentionally choosing what matters most. This conversation is both a warning and an invitation: you don't have to hit rock bottom to change course. Website: https://www.transformlead.com/  Podcast & Resources: https://fordtaylortalks.com/  Key Takeaways Success without alignment is dangerous: Business growth means little if it costs your marriage, health, or relationship with your children. Children often see what adults ignore: Honest feedback—even from a six-year-old—can reveal what success metrics miss. Clarity creates peace: Defining values, priorities, and boundaries before opportunities arise removes guilt, conflict, and indecision. Guardrails protect trust: Openly discussing travel, time, and commitments strengthens both marriage and business leadership. Seasons matter: There are times to lean into work and times to lean into family—agreement and communication make both possible. You don't have to break to rebuild: Learn from others' stories so change can happen proactively, not painfully. Bio Jerry "Ford" Taylor grew up in Paris, Texas before heading to Texas A&M, where he earned his BBA in Business Management—but his most unforgettable college credential wasn't academic. Ford and his soon-to-be wife, Sandra, became campus favorites by teaching disco and country western dance to thousands of students, a 16-year run that revealed an early gift for equipping people with confidence and connection. After graduation, Ford stepped into retail management, unaware that the entrepreneurial chapter ahead would redefine his career. In 1982, Ford and Sandra purchased a struggling two-employee screen-printing shop, C.C. Creations, and transformed it into a powerhouse. Through acquisitions and growth, Ford eventually became CEO of Brazos Sportswear, a 2,000-employee, $300-million leader in screen printing and embroidery. His business impact earned him recognition as Texas Small Businessperson of the Year and a top-10 finalist nationally. In 1998, after decades of building and leading high-growth companies, Ford pivoted toward leadership consulting—first as a Senior VP at Great American Insurance, then as an ordained minister committed to helping leaders remove constraints and build healthier cultures. Today, Ford is the founder of FSH Consulting Group and Transformational Leadership, training organizations across the U.S. and around the world. He has delivered leadership development and conflict-resolution training in more than a dozen nations, authored the best-selling Relactional Leadership, co-wrote The Hike, and hosts the podcast Ford Taylor Talks. A sought-after speaker and board member—including Chairman of the Board for the U.S. Christian Chamber—Ford continues to blend business excellence with servant-leadership influence. He and Sandra, married since 1981, have three daughters and a grandson, and their legacy continues to ripple through every leader, team, and city they serve.

John C. Goff graduated with his BBA from McCombs in 1977 and proves that a curious mind paired with keen instincts can change the world. Currently, John owns and operates the investment firm Goff Capital, which he founded in 2009, and is the vice chairman and CEO of Crescent Real Estate. But rewind to his young life growing up in Lake Jackson, Texas, and you'll find a kid happily running the roads on his bicycle, collecting scraps to craft his latest project, including a two-man submarine. Or you might have found him at the ripe young age of 13 managing an apartment complex, the beginnings of an entrepreneur on full display. He talks about all of that and his work with the John C. Goff Real Estate Investment program at McCombs in our latest episode of McCombs Made. He'll also reveal his hidden talent and what he has learned from his mistakes. Tune in, turn it up, and take notes. You might learn something.

Episode Topic: Preserving LegacyListen in to a conversation with Edward Augustine '87, Zesha Holyfield '01, James Riley '94, and Rochelle Valsaint '95 about essential topics like protecting your loved ones' assets, navigating long-term care options, and understanding the general legal tools that are at your disposal in consultation with your own private licensed counsel in your local jurisdiction, such as trusts, powers of attorney, and advance directives, as well as balancing the emotional journey of caregiving with the practicalities of managing finances and general estate planning. Featured Speakers:Dr. Scott Alves Barton, Assistant Professor of African Studies, University of Notre Dame Zada Ballew '19, chair of the Native American Alumni of Notre DameJoAnn Chávez '86 BBA, '90 J.D.Zesha Holyfield '01, Nurse Practitioner, Essen Health CareEmorja Roberson ‘17 MM, ‘22 Ph.D., Assistant Professor of Music and African American Studies, Oxford College of Emory UniversityDon Wycliff '69, reporter, editor, editorial writer and opinion columnistRead this episode's recap over on the University of Notre Dame's open online learning community platform, ThinkND: https://go.nd.edu/315a9d.This podcast is a part of the ThinkND Series titled Caregiving with Dignity. Thanks for listening! The ThinkND Podcast is brought to you by ThinkND, the University of Notre Dame's online learning community. We connect you with videos, podcasts, articles, courses, and other resources to inspire minds and spark conversations on topics that matter to you — everything from faith and politics, to science, technology, and your career. Learn more about ThinkND and register for upcoming live events at think.nd.edu. Join our LinkedIn community for updates, episode clips, and more.

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 is able to commit over 90% of his time to helping others achieve their own dreams of freedom and wealth generation through business ownership. Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. Before he began his franchising career 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, including 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.

How does God want you to show up for His Kingdom? In this episode, Jeff and Craig discuss: Restructuring your life to give more.Talking with trusted mentors when you're uncertain.Listening to God's voice. Making an intentional downshift financially.  Key Takeaways: Is your dream life actually serving you, your family, and the kingdom? God is with you always - abide in Him. You can utilize the skills God has given you at many different levels.Be open to learning God's path. It doesn't have to be big, it doesn't have to be expensive. Just start exploring options.   "Be open to learning - these things take time." —  Craig Spencer Episode References: Practicing the Way: https://www.practicingtheway.org/ About Craig Spencer: Craig is very blessed to be an apprentice of Jesus and is ardently seeking to follow him more closely each day. Craig's background is in finance & accounting, having begun his career in public accounting and then working with public and private companies in various leadership capacities. Craig shifted to working in the nonprofit space in 2011, where he's had the opportunity to use the skills developed in the corporate world to make an impact in communities across Colorado. Craig currently works with Parent Possible, which oversees and promotes home visiting and parent engagement programs through over 30 sites across Colorado to help Colorado parents reach their potential as their child's most important teacher, trainer, and mentor. Craig is involved with his church in leading classes on discipleship and serving on mission trips around the world. Craig and his wife have been blessed with 37 years of marriage, two kids, Christina & Brandon, and three grandchildren, Levi, Lila, and Noah. Industries - Craig's industry experience includes financial services, retail and wholesale distribution, oil and gas, nonprofit, education, manufacturing, technology, and professional services. He has held the positions of CAO, CFO & COO in publicly owned, privately-owned, and nonprofit businesses. Specialties and Background - Craig is a seasoned professional with a creative mind who thinks outside the box to envision what can be. One of his specialties is venturing into companies experiencing operational and financial challenges and actively listening and working with leadership and support team members to note root causes and potential opportunities. Craig is comfortable rolling up his sleeves and getting into the details while also standing back and having an eye for the bigger picture, strategic viewpoint. He excels at developing innovative, sustainable solutions and then working with management to train personnel to carry those solutions into the future.Craig has worked on analyzing and integrating over 20 acquisitions, initial public offerings, and the structuring and reorganization of businesses, which have led to their successful sales to larger organizations.Craig began his career with Arthur Andersen, where he worked for twelve years in the Audit and Business Advisory Services group and helped to develop and grow its Structured Finance practice. Education - Craig graduated from the University of Texas at Austin with a BBA in Finance and Accounting and is a Certified Public Accountant (currently inactive). Interests - Craig enjoys volunteering with nonprofits and his church, spending time with his family, road & mountain biking, snowboarding, and the great outdoors of Colorado. Connect with Craig Spencer:Website: https://c2solves.com/ & https://parentpossible.org/LinkedIn: https://www.linkedin.com/in/craig-spencer-aa378411/  Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

Why can't Mercedes, BMW, and Audi just walk away from China like Ford and Hyundai did? Because they're TRAPPED—and understanding why reveals everything about the power shift happening in automotive. This is CRITICAL context for NIO investors.Yesterday we covered the German luxury collapse. Today we answer the question everyone's asking: If China is beating them up this badly, why don't BBA just leave?The answer is shocking. And if you're bullish on Chinese EVs, this is the most important video you'll watch this week.

As part of our official DealFlow Discovery Conference Interview Series, produced by Mission Matters, along with our partner DealFlow Events, we're showcasing the innovative companies presenting at the upcoming DealFlow Discovery Conference (January 28-29, at the Borgata in Atlantic City) and the executives behind them. In this episode, Adam Torres interviews Stephen Mullowney, CEO of TRX Gold, about scaling the Buck Reef Gold Project in Tanzania. Stephen discusses operational expansion, a cash flow-driven approach to growth, and TRX Gold's mission to create long-term value for shareholders while supporting local communities. About Stephen Mullowney Mr. Mullowney was appointed CEO in December 2020. He is a former Partner and Managing Director at PricewaterhouseCoopers LLP (PwC), where he led PwC Canada's Deals Mining Group for more than ten years.  Mr. Mullowney has an extensive mining background, working with miners, Governments, and institutional investors across the world and supporting them in making key strategic business, financing, and policy decisions. Mr. Mullowney is a CA, CPA, CFA and holds a BBA from Acadia University. About TRX Gold TRX Gold is a high margin and growing gold company advancing the Buckreef Gold Project in Tanzania. Buckreef Gold includes an established open pit operation and 2,000 tonnes per day process plant with upside potential demonstrated in the May 2025 PEA. The PEA outlines average gold production of 62,000 oz per annum over 17.6 years, and $1.9 billion pre-tax NPV5% at average life of mine gold price of $4,000/oz. The Buckreef Gold Project hosts a Measured and Indicated Mineral Resource of 10.8 million tonnes (“MT”) at 2.57 grams per tonne (“g/t”) gold containing 893,000 ounces (“oz”) of gold and an Inferred Mineral Resource of 9.1 MT at 2.47 g/t gold for 726,000 oz of gold. The leadership team is focused on creating both near-term and long-term shareholder value by increasing gold production to generate positive cash flow to fund the expansion as outlined in the PEA and grow Mineral Resources through exploration. TRX Gold's actions are led by the highest environmental, social and corporate governance (“ESG”) standards, evidenced by the relationships and programs that the Company has developed during its nearly two decades of presence in the Geita Region, Tanzania. This interview is part of our effort to help investors discover compelling companies ahead of the event — and to help CEOs introduce their story to the 1500+ conference attendees. Learn more about the event and presenting companies:https://dealflowdiscoveryconference.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

To kick off year 7 of the Investors First Podcast, we interviewed Rick Rieder of BlackRock, currently Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. After earning a BBA in Finance from Emory University and later an MBA from The Wharton School. He started his career as an Analyst at SunTrust, briefly joining E.F. Hutton's training program, and then spending nearly two decades at Lehman Brothers trading before joining BlackRock. In this episode, we start where his interest in finance began with analyzing sports outcomes and probabilities—sometimes betting lunch money to test his thinking. We cover everything in this episode, from Rick's start as a credit analyst at SunTrust, to a lengthy stay at Lehman Brothers, and then joining BlackRock post GFC. We discussed the team/resources he manages, his investment approach with a heavy emphasis on risk management, and the ability of his strategy to go anywhere to find yield. We discussed gambling vs. investing, the impact of new technologies, AI, and opportunity abroad in fixed income markets, along with much more. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon, CFA (CIO/Principal, FirsTrust). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Learn more: https://www.blackrock.com/corporate/insights/blackrock-investment-institute/publications/outlook

“Be authentic.” “Own your story.” “Sharpen your edges.”We say these things at Havener Capital all the time (and Stacy says them a lot). But here's the real question: do they actually move the needle?Mike Denklau, founder of Dorset Agriculture, is here to tell you they do. Today, he's giving us a behind-the-scenes look at what happens when you stop code-switching… and start building from your real story.Before launching Dorset, Mike was part of Harvard's endowment, helping manage a $4B+ agriculture and timber portfolio. Long before that, he was an Iowa farm kid. The journey from flannel in the fields to fund meetings in Boston is full of lessons for any founder navigating identity, fundraising, and first-time firm-building.Here's what you'll hear in this episode:How a kid from Iowa ended up managing billions at Harvard and how that full-circle moment sparked Dorset's launchThe overlooked opportunity in ag investing most firms ignore (and where meaningful, steady alpha may actually be hiding)How Mike landed his first investor without a pitch and without trading his comfy flannel in for a stiff suit to fit in Why boutique founders need to stop hiding behind polish and let LPs see the messy middle (because that's where conviction is built)What early-stage fundraising actually feels like and how to keep going when the uncertainty feels personal and loudThis isn't just a story about agriculture. It's a case study in what happens when you own your different, build what the market didn't even know it needed, and let your backstory do what it does best: open doors that fitting in never could. More about Mike Denklau: Mike was born into a third-generation farming family and raised on a farm in Iowa. He has 14+ years of investment and finance experience and was involved with $8B+ of transactions.Prior to Dorset, Mike was an agriculture investor at Solum Partners and Harvard Management Company. Previously, Mike held investment and investment banking roles at Hudson Advisors, Barclays, and Lehman Brothers.Mike earned a MBA and JD from Northwestern University and a BBA in Finance and a BS in Political Science from the University of Iowa. Mike is also a member of the Illinois State Bar Association.Mike enjoys golf, skiing, and Hawkeye football. He currently lives in Boston with his wife, two children, and golden retriever. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Brian Schmidt is a senior insurance executive with more than two decades of experience across primary insurance, reinsurance, data and analytics, and consulting. At Xceedance, Brian leads the Strategic Accounts division as Senior Vice President and Business Leader, overseeing global teams that deliver operational excellence across the insurance policy lifecycle. Brian holds several industry designations, including CPCU, CIC, and ASLI, and earned both his BBA in Marketing and MBA from the University of Cincinnati's Lindner College of Business. Brian has served as Chair of the Underwriting Interest Group for The Institutes CPCU Society and as University Liaison for the Cincinnati CPCU Society Chapter. In this episode of In the Know, Chris Hampshire and Brian explore the offerings of a strategic operations support firm, the effective use of data analytics in day-to-day operations, and the value of a CPCU designation in his career.   Key Takeaways Brian's professional journey from restaurants to insurance. Xceedance offerings as a strategic operations support firm. The benefits of transitioning into a partnership with Xceedance. The Pros and cons of operations support partnership. The state of AI advancements in today's insurance industry. Effective use of data analytics in day-to-day operations. Brian's decision to pursue additional training and certifications. Tools in Brian's toolbox that have added to his success. A five-year look at the future of the insurance industry. Brian's message to early-career professionals.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes "Understanding why you're bringing in the support can help guide the decision." "Regardless of where AI progresses to, we're still going to need the art of underwriters well into the future." "Earning my CPCU designation has been pivotal in my insurance career." "No matter what skill set you have, there is a place for you in the insurance industry."  

In this inspiring and educational episode of The Big Bid Theory, host Bill Culhane engages in a powerful conversation with procurement thought leader Chris Smith about the evolving role of public procurement and what it means to lead with purpose in 2026 and beyond. Public procurement professionals, leadership‑minded listeners, and anyone passionate about ethical impact will discover fresh perspectives on how the field is transforming from a compliance‑driven function into a strategic engine of trust, innovation, and measurable outcomes. Together, Bill and Chris explore:Why public procurement is a tremendous opportunity for professionals driven by ethics and meaningful impact.The core principles of servant leadership and how putting people first builds more effective teams and sustainable results in government procurement.The role of AI and strategic thinking in optimizing procurement processes while safeguarding integrity and accountability.How professional certification, including the NIGP Certified Public Procurement (CPP) credential, boosts credibility, career growth, and elevates procurement as a respected profession.Real‑world insights on leadership, career development, and the future of public procurement that will inspire you to think differently about your role and opportunities ahead.Appropriate to this episode, Bill shares a reminder that the 2025 David and Beverly Nash Leadership Award recipient will be named this week!Whether you're a seasoned Chief Procurement Officer, an emerging leader in public procurement, or someone curious about the intersection of leadership and public service, this episode delivers compelling insights, practical advice, and strategic inspiration to fuel your professional journey.If you believe public procurement should be more than a checkbox, you want to build trust, drive impact, and lead with purpose, this episode of The Big Bid Theory is made for you.Rick Jennings shares the final Crazy Bids You Can Win of season 11. Don't miss it!

The Fed cuts and keeps markets guessing. Silver hits a record – up 100% this year. Looking at frameworks and fake transparency. And our guest – Ed Easterling, Founder and President 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: (SPY), (QQQ), (NVDA), (IBM)

As America's debt climbs and the danger of a fiscal crisis grows, is it time to add a constitutional guardrail? In Fiscal Democracy in America, Kurt Couchman proposes a principles-based balanced budget amendment (BBA) to address the persistent deficits in Washington in a flexible and politically feasible manner. Marc Goldwein draws on his experience in fiscal commissions and provides a challenge to the BBA as a silver-bullet solution to America's fiscal crisis.How could a principles-based BBA work, and how would it handle entitlement programs, recessions, and crises? Why did previous attempts at a BBA fail, and what makes a principles-based BBA different? Is a BBA just a distraction from adopting specific policy reforms? And if an amendment were adopted, do other reforms need to occur to complement its implementation? Join us for a discussion with Kurt Couchman and Marc Goldwein, moderated by Romina Boccia. Hosted on Acast. See acast.com/privacy for more information.

In an ideal world, college would help students explore possibilities and imagine a future that fits who they are. Instead, many choose majors before they know themselves and get pushed onto a career conveyor belt with little space to discover what matters to them. Farouk Dey wants to change that. His work encourages students to pause, experiment, and learn from real experiences before deciding where they want to go. In this episode, Dart and Dr. Farouk Dey discuss how life design can help students find direction through experimentation, and how universities can create fuller, more meaningful journeys for the people they serve.Dr. Farouk Dey is the President of Palo Alto University. He has spent more than two decades reimagining how universities help students prepare for life and work.In this episode, Dart and Farouk discuss:- The Imagine Center for Integrative Learning and Life Design- How economic shifts drive national career changes- The growing need to develop minds, not just careers- Changing the outdated career service models of American universities- Balancing competition and curiosity when choosing a career- The importance of experiential learning for life design- How universities can give students a higher return on their investment- Farouk's advice for companies who want to build a life design center- How to construct your passion – not find it- And other topics…Dr. Farouk Dey is the President of Palo Alto University and the former Vice Provost for Integrative Learning and Life Design at Johns Hopkins University. He previously held senior roles at Stanford University and Carnegie Mellon University, where he led work in career and experiential education. His focus is helping students navigate learning, work, and meaning through applied design principles. Dr. Dey holds a PhD and EdS in Higher Education Administration, an MBA, an MEd in Counseling Psychology, and a BBA in Finance.Resources mentioned:Bill Burnett on Work For Humans: https://podcasts.apple.com/us/podcast/designing-your-life-how-to-use-design-principles-to/id1612743401?i=1000738307337 Connect with Farouk:LinkedIn: https://www.linkedin.com/in/faroukdey/Work with Dart:Dart is the CEO and co-founder of the work design firm 11fold. Build work that makes employees feel alive, connected to their work, and focused on what's most important to the business. Book a call at 11fold.com.

Private credit has become one of the most significant shifts in modern finance—quietly but rapidly reshaping how private companies access capital. Over the last decade, assets under management in the space have surged from roughly $500 billion to about $2 trillion, fueled by post-crisis regulation, a growing appetite for yield, and the rise of private equity. With headlines increasingly focused on “shadow banking,” retail access, and the long-term implications of private lenders replacing banks, the conversation around private credit has never been more timely.So, the core question is this: How did private credit grow so quickly, why does it matter now, and what does its rise mean for investors, lenders, and the broader financial system?In the third episode of our mini-series on the alternative asset market, Tuesdays with Morrisey host Adam Morrisey speaks with AB Private Credit Investors‘ President Brent Humphries and Managing Director Marc Cooper. As leaders within AllianceBernstein's $800 billion global investment platform, they break down what private credit is, why it has accelerated so dramatically, and how the industry is evolving as it enters its next phase of growth.Top TakeawaysPrivate credit has quietly become one of the biggest shifts in modern finance. It is now the primary way many private companies access capital, replacing what used to be a market run by the traditional banking system.The rise of private credit was largely created by regulation. After the financial crisis, new rules made it harder for banks to hold certain loans, and private lenders stepped in with faster, more flexible financing that met the needs of private equity and middle-market companies.Investors have been drawn to it because of its combination of yield, downside protection, and floating rates. It has delivered strong, steady returns without taking on other risks tied to interest rates, foreign currency, or market volatility.The big question now is where the risk sits. As more lending moves outside the regulated banking system, pension funds, insurance companies, and individuals hold a growing share of the credit exposure.Its next phase will include more retail access, more participation from insurers, and continued specialization among lenders. At the same time, AI is beginning to reshape underwriting, research, and operations, making investment teams faster and more efficient.Topics CoveredWhat “private credit” means and how direct lending worksHow bank regulation after 2008 shifted lending outside the traditional systemThe role of the unitranche structure in simplifying deal executionWhy private credit returns have attracted pensions, institutions, and high-net-worth investorsHow to evaluate private credit fund managers (track record, team retention, sector edge, platform model)Perceived risks and the “shadow banking” debateThe role of insurance capital and the rise of investment-grade private creditHow AI is influencing underwriting, research, and software-sector lendingFuture outlook for the next 5–10 years in private creditBrent Humphries is the President and a founding member of AB Private Credit Investors, where he oversees investment strategy, originations, underwriting, portfolio management, and investor relations for the firm's middle-market direct lending platform. He previously led Barclays Private Credit Partners and held senior roles at Goldman Sachs' Specialty Lending Group and the Texas Growth Fund, building deep expertise across private credit, direct lending, and middle-market private equity. Humphries, who began his career in leveraged finance with NationsBank and J.P. Morgan, holds a BBA in finance from the University of Oklahoma and an MBA from Harvard Business School.Marc Cooper is a Managing Director at AB Private Credit Investors, where he leads software-focused direct lending and tech capital solutions, building on nearly a decade of experience rising through the firm's investment ranks. His background spans structuring and underwriting secured lending solutions across software, healthcare, business services, and other middle-market sectors, with earlier roles at Fifth Street Asset Management and Prudential Capital Group providing deep experience in technology lending, private placements, and credit analysis. Cooper also serves as a board observer for multiple technology companies and brings a strong foundation in financial modeling, underwriting, and direct deal sourcing from his early investment banking and analyst roles.

Microsoft Excel is more than just a tool in the accounting and finance industry—it empowers individuals to advance their careers by transforming numbers into actionable insights. Despite the rise of specialized software, 89% of finance teams still rely on Excel skills, making it the go-to platform for budgeting, forecasting, reporting, and analysis worldwide.  With Excel still on top, it's crucial to help students master the application before they enter the workforce. Which is why we've launched new specialized Microsoft Office Specialist (MOS) certifications for accounting and finance careers: MOS Excel for Accounting Associate and MOS Excel for Finance Associate. On this episode of the podcast, we sat down with Caroline Dill and Jennifer Johnson to discuss these new exams.  Caroline is a Product Marketing Manager at Certiport, a Pearson VUE business, where she leads global marketing strategies for major clients such as Microsoft and Unity, including the Microsoft Office Specialist program. Before joining Certiport, Caroline held leadership roles in the publishing industry, where she co-chaired major initiatives to strengthen institutional partnerships and expand access to academic research.  Jennifer is a CPA licensed in the state of Texas. She owns and manages a client accounting practice utilizing technology and automation to help clients enact change through information. From 2009 – 2025, Jennifer was a Professor of Instruction at the University of Texas at Dallas, where she taught Accounting Systems, Data Analytics, QuickBooks Software, CPA Exam preparation, and Excel courses. In 2024 Jennifer was named CPA of the Year by TXCPA Dallas, and in 2017 she was named an Outstanding Accounting Educator by TXCPA. Jennifer co-authored six editions of Computerized Accounting with QuickBooks Online. Before joining the University of Texas at Dallas in 2009, Jennifer spent time in both public accounting and industry as an auditor with PwC, an Assistant Controller at a regional financial services firm, and a Finance Manager at Keurig Dr Pepper. Jennifer holds both a BBA and an MS in Accounting from Texas A&M University. During this episode, Caroline and Jennifer discuss trends in the accounting and finance industry, key skills for future professionals to master, and how these new certifications can set individuals apart in the competitive job market. If you're teaching future financial professionals, this episode is for you.  Ready to dive into these new exams? All our information is available here.  Interested in learning from educators like Jennifer? Join our CERTIFIED Academy program. Get all the details here.    Connect with other educators in our CERTIFIED Educator Community here.         Don't miss your chance to register for our annual CERTIFIED Educator's Conference here.     

In this episode, Co-host Carry Kim speaks with Terri Napeahi, a Native Hawaiian advocate and founder of the Keaukaha Action Network, about the significant health, cultural, and environmental impacts of geothermal energy development in Hawai'i. Terri shares her personal journey and the ongoing struggles of the Native Hawaiian community against industrial practices that threaten their lands and traditions. Join us for a powerful discussion on the intersection of Indigenous rights, environmental justice, and the fight for a sustainable future. Support the Podcast via PayPal https://www.paypal.com/donate/?hosted_button_id=LBGXTRM292TFC&source=url There is a global push and narrative around “clean, renewable energy.” Anyone who has advocated on the frontlines knows that renewable energy is far from being 100% clean or without consequence, particularly to Indigenous people or people of color who tend to be on the receiving end of the aftermath and health risks of renewable energy sources such as geothermal may pose. Every energy source bears environmental risk whether to our air, soil, water, the sacred lands of original Indigenous peoples or the totality of beings of nature, especially those nearly invisible to us. Who benefits and who suffers in this assault upon air, water, soil and living beings? The expense is high for all of us. Terri Napeahi, Native Hawaiian grassroots organizer and advocate for her people, highlights concerns around the expansion of geothermal energy in Hawai'i as well as issues of corporate influence and fasttracking projects without proper regard for the health and safety of current and future generations of life. For an extended interview and other benefits, become an EcoJustice Radio patron at https://www.patreon.com/ecojusticeradio RESOURCES Terri Napeahi is a Native Hawaiian raised in Keaukaha Hawaiian Home Lands in Hilo, Hawaiʻi. She is the founder of Keaukaha Action Network, now helping to revitalize the Pele Defense Fund. Terri's advocacy began in her own community, after hearing that Hawaiians hold the highest percentages of health, income, and welfare disparities in their own home. She has a BBA in Business Administration from the University of Hawaii at Hilo College of Business and Economics, and currently works as a Planner in the Regulatory Division for the County of Hawai'i Planning Department. Carry Kim, Co-Host of EcoJustice Radio. An advocate for ecosystem restoration, Indigenous lifeways, and a new humanity born of connection and compassion, she is a long-time volunteer for SoCal350, member of Ecosystem Restoration Camps, and a co-founder of the Soil Sponge Collective, a grassroots community organization dedicated to big and small scale regeneration of Mother Earth. Podcast Website: http://ecojusticeradio.org/ Podcast Blog: https://www.wilderutopia.com/category/ecojustice-radio/ Support the Podcast: Patreon https://www.patreon.com/ecojusticeradio PayPal https://www.paypal.com/donate/?hosted_button_id=LBGXTRM292TFC&source=url Executive Producer and Intro: Jack Eidt Hosted by Carry Kim Engineer and Original Music: Blake Quake Beats Episode 273

Private credit has become one of the most significant shifts in modern finance—quietly but rapidly reshaping how private companies access capital. Over the last decade, assets under management in the space have surged from roughly $500 billion to about $2 trillion, fueled by post-crisis regulation, a growing appetite for yield, and the rise of private equity. With headlines increasingly focused on “shadow banking,” retail access, and the long-term implications of private lenders replacing banks, the conversation around private credit has never been more timely.So, the core question is this: How did private credit grow so quickly, why does it matter now, and what does its rise mean for investors, lenders, and the broader financial system?In the third episode of our mini-series on the alternative asset market, Tuesdays with Morrisey host Adam Morrisey speaks with AB Private Credit Investors‘ President Brent Humphries and Managing Director Marc Cooper. As leaders within AllianceBernstein's $800 billion global investment platform, they break down what private credit is, why it has accelerated so dramatically, and how the industry is evolving as it enters its next phase of growth.Top TakeawaysPrivate credit has quietly become one of the biggest shifts in modern finance. It is now the primary way many private companies access capital, replacing what used to be a market run by the traditional banking system.The rise of private credit was largely created by regulation. After the financial crisis, new rules made it harder for banks to hold certain loans, and private lenders stepped in with faster, more flexible financing that met the needs of private equity and middle-market companies.Investors have been drawn to it because of its combination of yield, downside protection, and floating rates. It has delivered strong, steady returns without taking on other risks tied to interest rates, foreign currency, or market volatility.The big question now is where the risk sits. As more lending moves outside the regulated banking system, pension funds, insurance companies, and individuals hold a growing share of the credit exposure.Its next phase will include more retail access, more participation from insurers, and continued specialization among lenders. At the same time, AI is beginning to reshape underwriting, research, and operations, making investment teams faster and more efficient.Topics CoveredWhat “private credit” means and how direct lending worksHow bank regulation after 2008 shifted lending outside the traditional systemThe role of the unitranche structure in simplifying deal executionWhy private credit returns have attracted pensions, institutions, and high-net-worth investorsHow to evaluate private credit fund managers (track record, team retention, sector edge, platform model)Perceived risks and the “shadow banking” debateThe role of insurance capital and the rise of investment-grade private creditHow AI is influencing underwriting, research, and software-sector lendingFuture outlook for the next 5–10 years in private creditBrent Humphries is the President and a founding member of AB Private Credit Investors, where he oversees investment strategy, originations, underwriting, portfolio management, and investor relations for the firm's middle-market direct lending platform. He previously led Barclays Private Credit Partners and held senior roles at Goldman Sachs' Specialty Lending Group and the Texas Growth Fund, building deep expertise across private credit, direct lending, and middle-market private equity. Humphries, who began his career in leveraged finance with NationsBank and J.P. Morgan, holds a BBA in finance from the University of Oklahoma and an MBA from Harvard Business School.Marc Cooper is a Managing Director at AB Private Credit Investors, where he leads software-focused direct lending and tech capital solutions, building on nearly a decade of experience rising through the firm's investment ranks. His background spans structuring and underwriting secured lending solutions across software, healthcare, business services, and other middle-market sectors, with earlier roles at Fifth Street Asset Management and Prudential Capital Group providing deep experience in technology lending, private placements, and credit analysis. Cooper also serves as a board observer for multiple technology companies and brings a strong foundation in financial modeling, underwriting, and direct deal sourcing from his early investment banking and analyst roles.

In today's episode, Kyle and Kevin from Coltrain Onsite Fleet Care share how their people-first, mobile fleet maintenance model is reshaping the trucking industry! We dive into how their on-site repair approach reduces downtime and total cost of ownership, why customized preventative maintenance schedules beat traditional mileage-based PMs, and how investing in top-tier technicians and best-in-class tooling helps them achieve near-zero turnover. We also talk about the growing demand for mobile maintenance, the impact of the technician shortage, and why their customer-centric, no-VC, slow-and-steady growth strategy is winning trust with fleets!   About Kyle and Kevin Coltrain Kyle Coltrain is the Executive Officer of Coltrain Onsite Fleet Care, leading the company's vision to establish Coltrain Onsite as the nation's most trusted mobile fleet maintenance provider by prioritizing quality, safety, and the exceptional performance of their skilled mechanics. With extensive experience driving growth and transformation in the fleet maintenance and repair industry, Kyle has held senior leadership roles at Epika Fleet Solutions, Cox Automotive, and Dickinson Fleet Services. He holds an MBA from Indiana University and a BBA from the University of Central Florida. Kevin Coltrain is Co-Founder and Executive Officer of Coltrain Onsite Fleet Care, leading the company's mission to empower mobile technicians and elevate fleet care. With extensive experience in operational leadership and strategic growth, Kevin has built and lead high-performance teams of more than 250 employees. A cum laude graduate of the University of Miami's Herbert School of Business, Kevin combines academic rigor with real-world expertise. His values-driven leadership earned him the national Patriot Award for his support of military service members.   Connect with Kyle and Kevin Website: https://coltrainonsite.com/  LinkedIn: https://www.linkedin.com/in/kylecoltrain/ / https://www.linkedin.com/in/kevincoltraincaneforhire/  

Something New!  For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP226  In episode 226, Coffey talks with Pam Boyd and Bernie Beck about creating drama-free workplaces and eliminating wasted emotional energy from organizations.  They discuss how workplace drama differs from ordinary conflict; the cost of toxic employees and fear-based leadership; strategies for accountability and courageous conversations; the “C-R-E-A-T-E-D” framework to create cultures that thrive; using emotional intelligence and personal development plans to improve team culture; how to replace confrontation anxiety with consistent coaching; and how leaders can operationalize emotional intelligence to build healthier, more productive organizations.  Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.   If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.   About our Guest:  Pam has presented in seven countries and all fifty states and has written six books and three screenplays. She studied theater and pre-med at the University of Oklahoma and has a BBA from Northwood University.  Bernie Beck has thirty years of experience in business leadership and more than four thousand consulting, executive coaching and training hours. He earned his BBA at Gonzaga University, Coaching credentials from UTD School of Management, and is a PCC from the ICF.   Pam and Bernie can be reached at  https://www.linkedin.com/in/pamela-boyd-8b193b1/ https://www.linkedin.com/in/berniebeck/ Pam and Bernie's book, The Drama-Free Business: From Inception to Succession: https://a.co/d/hrF6nDZ  Pam's firm, Dramatic Conclusions: www.dramaticconclusions.com  About Mike Coffey:  Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association.  Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year.  Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth.  Learning Objectives: Identify sources of workplace drama and distinguish them from normal conflict. Apply the C-R-E-A-T-E-D framework to strengthen organizational culture. Practice the BEERS or PEERS coaching model to address performance and behavior issues effectively. Build systems for feedback, recognition, and development that reinforce accountability. Operationalize emotional intelligence through regular coaching, trust-building, and leader self-awareness. 

It's time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. 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. 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), has a column on Bloomberg View, is 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 Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. 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. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)