Podcasts about business continuity

Send me a messageWarehouse automation can increase throughput while quietly creating a new failure point: maintenance that has not kept pace. When critical assets fail, the consequence is not an engineering inconvenience. It is downtime, lost service and interrupted revenue.My guest is Asim Akram, CEO of MultiSensor AI. We look at what happens when conveyors, motors, chillers and electrical systems become more digitised while inspection and maintenance remain periodic and manual — a mismatch that matters directly to supply chain resilience and business continuity. We examine why degradation happens gradually while failure can arrive in one shot, why more automation can increase operational dependency, and why AI-based detection still achieves nothing if teams do not trust the signal enough to act. We also challenge the idea that maintenance is simply a cost centre rather than part of protecting throughput, service and the top line.Listen now to understand where hidden warehouse risk is moving,  and what separates proactive operations from expensive firefighting. If disruption hit tomorrow, would you know where your supply chain was most exposed? In 15 minutes my free scorecard helps you assess 27 resilience statements, calculate your score, and turn the result into three priorities and a 30 day action plan. You can download the scorecard free at tomraftery.com/scorecard.Support the showPodcast supportersI'd like to sincerely thank this podcast's generous Subscribers:Alicia FaragKieran OgnevGary LynchAnd remember you too can become a Resilient Supply Chain+ subscriber  - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one and give you access to bonus episodes of topical, timely supply chain resilience analysis.

In this episode, Jeffrey discusses why it is important to worry about the take-off and landing of our technology servicesEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for over 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 2,000 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page

In this episode, Jeffrey discusses why it is important to anchor conversations with metricsEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for over 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 2,000 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page

Are you ready? For this episode of 3:12? HRP's Jessica Reece joins host Tom Simmons to talk National Preparedness Month, the time of year when we all make sure our homes and businesses are ready for potential disasters, both natural and manmade. We'll share the best practices for preparedness from the perspective of a Corporate Health and Safety Officer. In the play hard segment, we'll talk about our own disaster experiences.    A reminder that our Play Hard segment is also available in video form! Watch that on our YouTube Channel. Make sure you subscribe, give us a review & check us out on social media!YouTubeLinkedInInstagramTwitterFacebookWebsite

In this episode, Jeffrey applies the US World Cup team to our industry.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for over 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 2,000 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page

In this episode, Jeffrey discusses Hardware Asset ManagementEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for over 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 2,000 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page

Episode SummaryOn this episode of A Seat at the Table, Jane Singer welcomes Susan Kargel founder of Brute Mitigator and a leading expert in freight forwarding, customs clearance, trade compliance, and operational resiliency. Together, they tackle the increasing complexity of global supply chains, rising risks—especially from cyberattacks—and the rapidly evolving landscape of customs regulations. The episode explores best practices for business continuity, building redundancy, leveraging AI (and recognizing its limits), and practical ways logistics and supply chain professionals can prepare for an era of exponential change.Key  Points1. The New Era of Supply Chain RiskThe rise in disruptions: tariffs, cyberattacks, natural disasters, technology outages, and their extensive impact on logistics and customs operations (Jane Singer, Susan Kargel at 00:00:00).Why compliance is now "at the table"—and why it's crucial to integrate customs and trade teams into resilience planning (00:01:37).Common misunderstandings among leadership about supply chain resilience and the oversimplification of business continuity planning (00:02:19).2. Moving Beyond Basic Business Continuity PlansGaps in standard business continuity planning: lack of detailed processes for operational recovery after technology failures (00:02:50).The essential role of cross-functional planning—engaging leadership, IT, HR, compliance, and operations to identify and prioritize critical functions, define restoration priorities, and establish clear communication channels (00:06:21).Importance of "fire drills" and scenario planning to transform contingency procedures from paper plans into instinctive, actionable responses (00:08:26).3. Building Redundancy in Customs & Logistics OperationsReal-world supply chain continuity: using hybrid models of in-house and third-party customs brokerage to avoid single points of failure (00:13:03).How documentation, data sharing, and vendor relationships can serve as insurance policies to minimize business disruption (00:14:08, 00:16:02).The risk of losing "tribal knowledge" of manual processes—why documenting old workarounds is essential as experienced staff retire (00:18:20).4. Dealing with the Surge in Customs ComplexityRapidly changing tariffs and enforcement: impact on U.S. importers and the need for up-to-date, validated documentation (00:19:39).Why accurate classification, valuation, and country-of-origin tracing are more vital than ever in the face of stricter enforcement and whistleblower incentives (00:22:42).The compounding cost of errors, from penalties to demurrage and delayed shipments (00:25:22, 00:26:02).5. AI, Automation & the Human Factor in Customs and LogisticsThe promise of AI: improving efficiency in customs declaration processing, document handling, and inventory management (00:28:38).Using machine learning to extract data from documents, reduce manual entry, and highlight discrepancies (00:29:40).Risks: overreliance on AI can erode process knowledge and may propagate errors if not audited by subject matter experts (00:31:19, 00:36:17).Security considerations: understanding data privacy, AI data usage, and toggling off default data sharing settings (00:33:09).Legal responsibility for errors: customs will not accept "AI made the mistake"—final accountability remains with the company (00:35:37, 00:36:44).6. Building Team Resilience - Tools & TrainingThe value of structured, practical training for logistics teams—building bench strength, team alignment, and documentation of both digital and manual contingencies (00:41:41).Highlights from Susan Kargel's online courses: templates, guides, communication plans, business-critical function assessment, crisis workshops (00:41:41–00:43:04).Actionable TakeawaysIntegrate functional leaders with IT in resilience planning—Business units know operational priorities; IT needs these priorities to restore systems effectively.Develop and test crisis communication plans—Repeated, hands-on scenario drills ("fire drills") prepare teams for actual disruptions.Build redundancy in customs processing—Consider hybrid approaches, ensure data is shareable and workflows are documented, not siloed.Stay current on customs regulations and enforcement—Assign resources to monitor changes, audit classification and valuation, and document every step.Embrace AI with caution—Use it to automate repetitive tasks but maintain human oversight for accuracy, compliance, and documentation.Document manual workarounds—Prevent knowledge loss as experienced staff retire, especially for reverting to manual processes during crises.Invest in training—Equip teams to understand both technical and manual aspects of operations for true resilience.Notable Quotes"[Compliance is] at the table now. That's very exciting." (Susan Kargel 00:01:48)"If your system goes down... there's no online system to process it. You're going to have to go find another declaration processing system." (Susan Kargel 00:04:36)"Just because you use AI, if there's a mistake, you can't tell customs, 'Oh, I used AI and it told me that.' You're still responsible for the outcome." (Susan Kargel 00:35:37)"You want to kind of control your own destiny and you need your providers too. But both can help each other." (Susan Kargel 00:15:35)"Build knowledge, build strength, build teamwork—just things that companies should have." (Susan Kargel 00:43:40)Resources & Further LearningBrute Mitigator online courses – logistics team resilience, crisis planning, and customs compliance (link in show notes)U.S. Federal Register and Customs Bulletins—stay updated on regulatory changesIndustry trade associations and customs broker webinars for ongoing learningAbout the SpeakersSusan Kargel is the founder of Brute Mitigator and brings 40 years of experience in global logistics, customs, and compliance, specializing in preparing supply chains for operational disruptions and cyber threats.Jane Singer is the host of A Seat at the Table, focused on what's working, what's not and best practices in business, supply chain, and leadership.  She is also managing director of 'Inside Fashion', a platform for apparel industry information and 'The Current Situation in Sourcing', a quarterly market intelligence report for C-suite apparel brand leadership.Learn more about BruteMitigator:  https://www.brutemitigator.comSEND US A MESSAGEVisit A Seat at The Table's website at https://seat.fm

Send us Fan MailWhat happens to your medical practice when the unexpected happens?Whether it's a cyberattack, natural disaster, prolonged power outage, staffing crisis, or another major disruption, every medical group needs a plan to continue caring for patients while protecting its people, operations, and financial stability.In this episode of Medical Money Matters, I welcome Christopher Riccardi, CHSP, CHEP, CHCM-SEC, Manager of Emergency Management and Business Continuity at Rady Children's Hospital Orange County, for an insightful discussion on why business continuity planning is no longer optional for healthcare organizations.Chris has more than two decades of experience helping healthcare organizations prepare for emergencies, build resilient operations, and maintain continuity of care during crises. His work focuses on enterprise business continuity, emergency management, disaster preparedness, and operational resilience across complex healthcare systems.Together, we discuss practical strategies that physician practices and medical groups can implement today to reduce risk, protect patients, and strengthen their organizations before disaster strikes. We discuss what business continuity planning really means for physician practices, some of the most common disruptions affecting medical groups today, and where practices should begin if they don't have a continuity plan.You can reach Chris at: https://www.linkedin.com/in/christopher-riccardi-chsp-chep-chcm-sec-7aba9a59/ and you can download the resources he discusses at: https://asprtracie.hhs.gov/Please Follow or Subscribe to get new episodes delivered to you as soon as they drop! Visit Jill's company, Health e Practices' website: https://healtheps.com/ Subscribe to our newsletter, Health e Connections: https://share.hsforms.com/1FMup6xLPSpeA8hB77caYQwd32sx?hsCtaAttrib=171926995377 Want more formal learning? Check out Jill's newly released course: Physician's Edge: Mastering Business & Finance in Your Medical Practice. 32.5 hours of online, on-demand CME-accredited training tailored just for busy physicians. Promo pricing available now: https://education.healtheps.com/offers/Ry3zfLYp/checkout?coupon_code=PHYSEDGE3000 Purchase your copy of Jill's book here: Physician Heal Thy Financial Self Join our Medical Money Matters Facebook Group here: https://www.facebook.com/groups/3834886643404507/ Original Musical Score by: Craig Addy at https://www.underthepiano.ca/ Visit Craig's website to book your Once in a Lifetime music experience Podcast coaching and development by: Jennifer Furlong, CEO, Communication Twenty-Four Seven https://www.communicationtwentyfourseven.com/    

In this episode, Jeffrey discusses Problem ManagementEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for over 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 2,000 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey asks how each organizations' technology has changedEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

Host Wayne Whitzell, Senior VP Strategic Accounts, SOLID Surface Care and First Vice Chair on IFMA's Global Executive Board welcomes Grant Sommerfeld, president of IFMA's FM Consultants Council and founder of Executive FM, for a conversation about the challenges facing facility managers today. Drawing on his experience leading FM transformations across healthcare, municipal government and higher education, Grant shares why many organizations remain trapped in reactive operating models and what leaders can do to break the cycle. The discussion explores the importance of data driven decision making, the communication gap between FM teams and executive leadership, and why facility managers need a stronger voice before major organizational decisions are made. Grant also explains how consultants can help organizations build internal capabilities, improve stakeholder communication and create more sustainable operating models that don't rely on individual heroics to succeed. Resources: Connet with Grant on LinkedIn Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org

In this episode, Jeffrey discusses why transformations failEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

Owner dependency is the quiet risk that caps valuations in IT services M&A. If every decision, client relationship, and process runs through the founder, buyers see a single point of failure and pay less for it. In this episode of Shoot the Moon, we break down how to get the business out of your head before you sell. We cover why buyers discount founder-run companies, what to document first, how AI has made process documentation far easier, and how a documented, transferable business can earn a higher multiple. This is core IT services M&A preparation, and it makes your company more valuable whether or not you ever go to market. CHAPTERS 0:00 Intro: Getting the business out of your head0:53 A job with employees, not a company2:36 Why buyers discount owner dependency6:29 Why IT services founders get stuck11:41 What to document first16:36 AI, repeatability, and productized services20:43 How documentation lifts enterprise value24:08 Building a culture of documentation27:45 The one thing to start this month KEY TAKEAWAYS • Owner dependency is concentration risk. When decisions bottleneck through the founder, buyers see a single point of failure and discount the price. • If the answer to everything is “ask the owner,” you own a job not a company. Continuity is what buyers pay for. • Start documenting where the customer sits: the sales motion first, then service delivery, followed by how you hire and develop people. Bring the team into the process. • AI has collapsed the cost of documentation. Capture the real process, optimize it, and build agents around it. • Documented, transferable businesses can earn higher multiples because buyers underwriting scale need a company they can integrate without depending on the founder. RESOURCES AND LINKS • Read more from Revenue Rocket: https://www.revenuerocket.com/blog/ • Value your business: https://www.revenuerocket.com/valuation-calculator/ • Schedule a confidential conversation: https://www.revenuerocket.com/contact-us/ • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/shoot-the-moon-with-revenue-rocket/id1478519505 • Listen on Spotify: https://open.spotify.com/show/6y7u9KuOjaplhScHtINGZU • Explore more Shoot the Moon episodes: https://www.revenuerocket.com/series/shoot-the-moon/ • Visit Revenue Rocket: https://www.revenuerocket.com/ ABOUT REVENUE ROCKET Revenue Rocket is a sell-side and buy side M&A advisory firm focused exclusively on IT services companies, including MSPs, cybersecurity firms, cloud service providers, custom application development companies, and VARs. For more than 25 years, Revenue Rocket has helped founders grow, position, buy, and sell tech-enabled services firms. Thinking about your own exit? Schedule a confidential conversation with our team:https://www.revenuerocket.com/contact-us/ #MergersAndAcquisitions #ITServices #MSP #ShootTheMoon #RevenueRocket #ExitStrategy #FounderDependency #EnterpriseValue Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

In this episode, Jeffrey tells a story of old that relates to today and tomorrowEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses how green is not always greatEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses sticky metricsEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

What if the greatest threat to your organization isn't a natural disaster or cyberattack, but the building you're sitting in today?In this episode of the ACT ASAP Podcast, I sit down with Josh Lowe and Nic Guedenet of AkitaBox to explore why business continuity planning starts long before an emergency. We discuss facility intelligence, preserving institutional knowledge, deferred maintenance, leadership, and how understanding your buildings today can prevent costly disruptions tomorrow.Whether you're a business owner, facilities manager, nonprofit leader, school administrator, or emergency manager, this conversation offers practical insights you can apply immediately.✔ Why deferred maintenance is really deferred risk✔ How facility intelligence strengthens business continuity✔ Why institutional knowledge is one of your greatest assets✔ How technology supports leadership—but never replaces it✔ Why preparedness begins long before an emergency

In this episode, Jeffrey discusses how great AI and CMDB demand great dataEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses why industry experience is overratedEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses the Agile TransformationEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses the differences between projects and transformationsEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey asks that we celebrate with him today on this special occasion.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses finite resources.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses the Ted Williams mindset.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

Disaster recovery has undergone a complete transformation. What was once focused on tape backups, secondary data centers, and keeping systems online has become a race against sophisticated cyber threats where minutes matter and identity is the new security perimeter.In this episode of Business, Brains & The Bottom Line, Paul Di Liegro sits down with Joe Ross, Joe Galvan, Terry Murray, John Parker, and Stephen Sepulveda to explore how disaster recovery has evolved alongside today's cybersecurity landscape. Together, they discuss the shift to hybrid and multi-cloud environments, the growing impact of ransomware, and why traditional recovery strategies are no longer enough.Whether you're a CIO, IT leader, security professional, or business executive, this conversation provides valuable insight into building resilience in a world where cyberattacks are no longer a matter of if, but when.In this episode you'll discover:How disaster recovery has evolved over the past two decadesWhy cybersecurity and disaster recovery are now inseparableThe challenges of protecting today's hybrid and multi-cloud environmentsWhy identity has become the foundation of modern securityPractical lessons for improving organizational resilience before disaster strikes

In this episode, Jeffrey discusses a story about a husband and wife and how the story relates to our corporate technical world..Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses the increasing complexity.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses the need to emphasize OCM, Organizational Change Management.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

40% of businesses never reopen after a disaster, yet most rely only on backups. This episode breaks down the critical gaps in business continuity planning and the key components of a real BCDR strategy. To learn more, visit https://apticallc.com/services/on-premise/business-continuity/ Aptica, LLC City: Fort Wayne Address: 1690 Broadway, Suite 10, Website: https://apticallc.com/

The U.S. government reportedly ordered Anthropic to suspend access to two of its newest frontier AI models, Fable 5 and Mythos 5, citing national security concerns tied to a possible jailbreak. Anthropic complied, but pushed back on the reasoning, arguing that the reported behavior was narrow and that similar capabilities already exist in other advanced AI models.In this episode, Tom, Scott, and Kevin discuss why treating AI capabilities like export-controlled technology may create more problems than it solves. The conversation connects today's AI restrictions to earlier fights over encryption export controls, hacker tools, and government attempts to regulate technical capability by banning access. The bigger concern: defenders may lose access to tools that help them find, fix, and test vulnerable code while attackers simply move to other models or providers.The team also looks at what this means for businesses using cloud-based AI tools. If an AI service can disappear because of a government order, vendor decision, or geopolitical restriction, security and engineering teams need alternatives, back-out plans, and a realistic “ripcord” strategy for mission-critical workflows.Special thanks to Guardsquare for sponsoring this episode! Guardsquare is the leader in mobile application security, with multi-layered protection for your Android and iOS apps. Learn more at Guardsquare.com.** Links mentioned on the show ** Anthropic statement: Fable/Mythos access https://www.anthropic.com/news/fable-mythos-accessReuters: US blocks foreign access to Anthropic's most advanced AI models https://www.reuters.com/technology/us-blocks-foreign-access-anthropics-most-advanced-ai-models-axios-reports-2026-06-13/Decrypt: US Government Orders Anthropic to Pull Claude Fable/Mythos AI Models https://decrypt.co/371027/us-government-orders-anthropic-pull-claude-fable-mythos-ai-modelsKatie Moussouris / Luta Security: The Fable 5 Export Controls Harm US Cyber Defensehttps://www.lutasecurity.com/post/the-fable-5-export-controls-harm-us-cyber-defense** Watch this episode on YouTube **https://youtu.be/Y62TlfnVtRg** Become a Shared Security Supporter **Get exclusive access to bonus episodes, listen to new episodes before they are released, receive a monthly shout-out on the show, and get a discount code for 15% off merch at the Shared Security store. Become a supporter today by going to our YouTube channel's membership section: https://www.youtube.com/channel/UCg9CCDIYkDDqwEZ3UYaxjnA/join** Thank you to our sponsors! **SLNTVisit slnt.com to check out SLNT's amazing line of Faraday bags and other products built to protect your privacy. As a listener of this podcast you receive 10% off your order at checkout using discount code "sharedsecurity".** Subscribe and follow the podcast **Subscribe on YouTube: https://www.youtube.com/c/SharedSecurityPodcastFollow us on Bluesky: https://bsky.app/profile/sharedsecurity.bsky.socialFollow us on Mastodon: https://infosec.exchange/@sharedsecurityJoin us on Reddit: https://www.reddit.com/r/SharedSecurityShow/Visit our website: https://sharedsecurity.netSubscribe on your favorite podcast app: https://sharedsecurity.net/subscribeSign-up for our email newsletter to receive updates about the podcast, contest announcements, and special offers from our sponsors: https://shared-security.beehiiv.com/subscribeLeave us a rating and review: https://ratethispodcast.com/sharedsecurityContact us: https://sharedsecurity.net/contact

In this episode, Jeffrey discusses the need to define what good looks like.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses the need to cultivate culture.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

Why product recalls in the food & beverage industry are becoming more frequent and complex How large-scale production and rapid distribution increase the potential impact of a recall The role of supply chain risk and why contamination often originates upstream Understanding strict liability and exposure across the entire stream of commerce Key differences in regulatory oversight between FDA and USDA Why certain products (e.g., those without a “kill step”) carry higher contamination risk How modern traceability and testing accelerate the speed of recalls The importance of responding quickly to remove affected product from the market Financial and operational consequences, including production shutdowns and revenue loss Why business continuity planning is essential to maintaining operations during a recall The need for clear crisis response plans, defined roles, and rapid communication How reputational damage can escalate without coordinated response strategies Gaps in traditional insurance coverage and the value of product recall insurance How proactive risk management, visibility, and preparedness reduce overall exposure Why recalls are not one-time events but continuous risks requiring ongoing attention   Want to go deeper on the strategies behind managing complex risks like product recalls? The Alliance's Control of Risk course offers practical frameworks to help you strengthen risk evaluation and response. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

In this episode, Jeffrey discusses metrics.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

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 Attorney Whitney Knox Lee. Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

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 Attorney Whitney Knox Lee. Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

In this episode, Jeffrey discusses the need for speed.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses a parable about consultancies.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses an Asset Management story.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

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 Attorney Whitney Knox Lee. Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

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 Attorney Whitney Knox Lee. Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

ALEXANDRIA SEYDEL from Ripples Edge Advisors shares expert strategies on “getting the business ready to sell.” We focus on exit planning and getting the most value out of the transaction. Discover how early planning, owner mindset, and strategic positioning can lead to successful exits and satisfied owners. https://youtu.be/8OwhCRCBZl4 https://open.spotify.com/episode/2qawd64OYzljBvU9xqS8df?si=1Xvv2OUFSbeBtUDeJGTMXg KEY TOPICS Early exit planning and owner mindset,Getting the business ready for sale and transfer.Risk assessment and deal readiness.Owner satisfaction and post-sale happiness.Capital raising and growth strategies. SOUND BITES for “GETTING THE BUSINESS READY TO SELL” “Getting clear on owner success is crucial.”“Start exit planning 2-5 years in advance.”“Family dynamics can be deal breakers.” Chapters 00:00 Navigating Business Exits: An Introduction.02:57 Understanding Owner Satisfaction Post-Sale..05:55 Preparing for Sale: The Importance of Readiness.09:00 Building a Succession Plan for Business Continuity.11:49 Assessing Business Value: The Exit Readiness Assessment.15:08 Evaluating Growth Opportunities and Capital Needs.17:58 Cash vs. Equity: Making Informed Decisions.21:03 Finding the Right Buyers: The Role of Advisors.24:08 Addressing Family Dynamics in Business Sales.26:59 Checklist for Business Owners Considering Sale. RESOURCES Ripples Edge Advisors – https://ripplesedgeadvisors.com/ GUEST LINKS LinkedIn – https://www.linkedin.com/in/alexandriaseydel/ QSBS For Founders – https://frazerrice.com/qsbs-for-founders/ TRANSCRIPT Frazer RiceWelcome aboard, Alex. Alexandria SeydelHi Frazer, so nice to be here. Thank you for having me. Frazer RiceThank you for being on. We’re at a time now with the economy where it feels like it’s roaring. Valuations on things are going up, up, up. And people who have founded businesses are exploring their options. That’s kind of where you step in with your firm Ripple’s Edge Advisors. Talk to us about what you do to help founders get ready. Not only in understanding what they have in their own business. How to go through the daunting process of exploring their options. Getting their business bulletproof for when people start looking under the hood. Alexandria SeydelAbsolutely. My background is as an M&A attorney, so I came from the deal side. My co-founder is an operator — she actually knows how to run the businesses. It’s a very good duo. I think like a buyer, first and foremost. That’s how I was trained. So how we help business owners now is we jump in two to five years before exit. We’re trying to solve a problem still being missed by most of the industry. Brokers and bankers know how to get deals done, create auctions, create demand, and sell for high prices. That’s all great. But the gap I was seeing was the need to jump in with the owner before that process. Getting clear on what’s a win for them. There are some startling stats about owner dissatisfaction post-sale. Some surveys show 70 to 80% of owners are dissatisfied after selling. I’d argue that’s not because they sold — it’s because they sold to the wrong person in the wrong way. So it’s the who and the how. Jumping in with them earlier. Before we go to market, Before we start talking multiples and financials. Getting with the owner and doing the work on what a win looks like for them. What do they care about in the process? When they think about their life through this deal and post-deal, what do they want to feel and see? How do they want to operate on an average Tuesday. Yes, after all the cool vacations with all the freedom and the new chapter. After that, what do you want to be doing? And when you look back at that beautiful business you built and then sold, what do you want to see in it? Is it that client service remains the same? Is it that the ethos of the company remains the same? Or is it simply: “Alex, I’m satisfied with the biggest wire at closing we can get, and I’ll be a happy camper moving on to the next phase of life.” Really getting with that owner earlier to get clear on that — what’s a win for them and what’s a win for their business — that’s where we start. Then we begin implementing and helping them build those exit strategies from there. We believe that foundational vision and values work is really going to help bring down that dissatisfaction number. So now we’re building an exit that feels right for the owner, right for the business, and helps them feel good about that transaction. Frazer RiceFrom the estate planning and tax planning side of things, I totally agree that the earlier you start, the more tools you have at your disposal and the better it turns out. I did a piece on pre-exit planning — really engineering what your calendar is going to look like a year after the sale. And I see a lot of dissatisfaction with people who sell and then lose purpose, or aren’t quite equipped to deal with their lower participation in the thing they built, the baby they helped give birth to. They end up unmoored, and that’s part of the depression they sometimes feel if they haven’t really gamed it out and thought through how to replace the structure and the drive it took to build something. It sounds like we’re saying the same thing from slightly different angles. Alexandria SeydelTotally, absolutely. On your side, you’re such a critical part of the team when we start this process. One of the first two questions we ask every client is: who’s your wealth advisor, and who is your tax strategist? Hopefully they’re already in communication, but if they aren’t — you’re looking at the personal side, focused on what the family structure looks like financially, the tax strategies and planning that we know has to happen. And because you’re doing this work — which not all advisors do — you’re getting really clear on the personal side. I’m coming at it from the business balance sheet and business trajectory; you’re coming from the personal side. They work well together. I like to jump in early with the other advisors working with these owners to get really clear, because not only do we know there are structural and strategic things we need to put in place years in advance, but we also need to get clear on what’s a win for them personally and business-wise. Frazer RiceOne of the things you mentioned is the idea of getting the business ready to be sold. I’m fast-forwarding to the concept of getting it Sarbanes-Oxley ready in case a public company wants to buy it — so it can slot neatly into a balance sheet. But that’s really shorthand for saying things are professionally managed: bookkeeping, process, accounts receivable, accounts payable — all formally documented. So that when a buyer starts looking under the hood, they don’t start applying discounts for things they’ll have to fix later. Is that part of what you do? Alexandria SeydelExactly. Being trained as a lawyer on the buy side, my goal — usually at the 11th hour — was to advise my client, the buyer, on risk. And to assess whether the purchase price offered in the letter of intent actually held up once we looked under the hood. The best part of my job now — and way more fun — is that instead of just identifying risk and applying discounts (because almost every deal goes through some form of repricing), I’m jumping in with the sellers and owners hopefully a year or two in advance. We find things a buyer is going to see as a risk, things that would prompt a reprice, and we now have the opportunity to make those things shinier. So that when the buyer looks under the hood, the high end of the multiple range is validated. It’s not just the financials the purchase price is based on — it’s all the other things buyers care about: the people, the processes. Is this a truly transferable asset they can step into, run, and grow? Another big thing we work on is owner dependence. Most owners think the business doesn’t depend on them, but there are often significant opportunities to continue reducing that dependence — so that a buyer sees this as a true transferable asset they can step into and grow. Frazer RiceI imagine there are a couple of come-to-Jesus discussions where you have to tell the owner their revenue is too dependent on them personally. On one end of the spectrum, think of a law firm where business comes in because people think you’re a great lawyer — that doesn’t transfer cleanly. You want the recurring revenue to come from somewhere else. That’s one issue I’m sure you have to sit someone down and address. The five-year runway is helpful there — it gives you time to build in a succession plan, not just for the sale, but operationally, so that value still sits in the business whether you’re there or not. The second thing I find interesting is where you sit somebody down and say: this would look a lot better if you took less money out of the business. If we can put that back into EBITDA, then when a buyer starts applying multiples, they’re multiplying against something bigger rather than against a number deflated by, say, buying a boat. Do you get into that conversation? Alexandria SeydelYes, we do, and we take a cursory look at that fairly quickly. Then we bring in support if needed — whether that’s on the accounting side, how money flows through the business to affect the bottom line and create the story. Every buyer wants at least three years of financials; we want that growth story to look strong, and we want to start building it now. If we need to bring in a fractional controller or a fractional CFO depending on the size and sophistication of the business, that’s something we pull in right away. On your first point — we actually have an architect client right now at exactly that phase. He has a right-hand woman architect who’s been with him for over ten years, and he wants her to have the opportunity to step into the business. He also has a son who’s an architect and wants the same opportunity for him. So we’re building a succession plan. And one of the first problems we addressed was that he’s still driving almost all of the top-line revenue — nearly all the business development runs through him. So we’re asking: when does this right-hand woman get involved in the sales process? What percentage of meetings is she in? What is she bringing in herself? His timeline is five to seven years, so we have time to build this out — continuing to train her, continuing to elevate her and others in the business who can drive relationships and sustain that revenue flow, the recurring revenue that comes from major referral partners and developers giving him large contracts. And on the equity side: what’s the incentive plan? How do we get her aligned with the goals of the business so she genuinely wants to take ownership, both literally and figuratively? We’re building an equity incentive plan with her. On the process and sales side, we’re setting goals — she’s in a certain percentage of meetings by year-end, driving a certain percentage of revenue. We’re helping him set those goals and build a plan to execute on them. Frazer RiceAnd all of that also sets up a longer-term exit — maybe selling the practice to a larger architectural firm or a private equity-backed platform down the line. Alexandria SeydelExactly. And on a slightly longer timeline, all of that work makes the business more efficient operationally and more attractive as a potential sale — whether that’s to those two individuals in a succession plan or to an outside buyer. Frazer RiceWhat happens when a business comes to you and maybe the brand is well respected and things look good from the outside, but there’s decay underneath? They come to you and say they’re ready to sell, but when you look at it, the dollar signs in their eyes are based on something that existed a long time ago and has since been left to deteriorate. What do you do in that situation? Alexandria SeydelWe start with what we call an Exit Readiness Assessment — it’s a 90-minute virtual session that pulls you out of your inbox, out of the fires you’re fighting every day, and lets you step back and look at every dimension of your business through the lens of what a buyer is going to assess. It produces a readiness score and tranches everything into three buckets: value adds (greater multiple), value detractors (reduction in sale price), and deal killers — things like accounting or legal issues so significant that a buyer doesn’t just reprice, they walk away entirely. That assessment becomes the foundation for a roadmap: what are the most important things to fix, and in what order? We all have limited time, energy, and capital. The triage framework helps you apply those resources to the things that actually move the needle. And yes, there is often a come-to-Jesus moment. Sometimes an owner comes in burned out — they just want to hand over the keys. We want to avoid that situation, but if you get there proactively rather than reactively, if you’ve already done the work with advisors like Frazer and like us to put systems, people, and processes in place, your readiness score is in much better shape. If you haven’t done that work, it requires a harder conversation — what do you want out of this? What are your goals? And what can we realistically accomplish in what period of time? Frazer RiceWhat about founders who want to grow and are looking for outside capital, but want to stay involved? How do you think about sourcing that capital and making sure the partners are the right fit? Alexandria SeydelWe have several clients right now raising seed rounds, and one working through whether to raise a Series A. I think that discussion has to be framed, at least in part, through the exit lens. There’s a lot of pressure right now — especially in AI or capital-hungry industries — to raise the big splashy Series A, make the oversubscribed round LinkedIn post. Great, I’m all for it if you actually need that capital. But there’s a lot to consider first: are these the right partners? What limitations does this put on your exit pathway? I have one client who has a really nice business growing at a solid clip — I think it could exit in the $20 million range in the next year or two, and he’s still the primary owner. He’s feeling pressure from his industry where raising a big Series A is the norm. I asked him what he wants to be doing in two years. His answer was surfing in Portugal. If you raise a Series A right now, you are not surfing in Portugal in two years. So with that in mind, is this the business you want to keep growing? Are you ready to bring in people who have real influence over how you sell, who you sell to, and for how much? Your timeline gets extended and your decision-making authority gets diluted. Maybe the Series A is right because you need the capital to grow — but even then, does it have to be a $50 or $100 million round? Could it be $10 million? Even the size of the round affects the cap table, the governance, and ultimately the exit. Frazer RiceHave you had the difficult situation where someone is presented with an offer that mixes cash and stock in the acquiring company — and you’re looking at it thinking maybe they should push for all cash, or maybe they should walk away entirely? Alexandria SeydelYes, and I’m very comfortable in that conversation. My advice almost always starts the same way: get as much cash at close as possible. Reduce the earnout tranche. A lot of deals come in structured across three buckets — cash at close, earnout, and rollover equity in the buyer. I’ve seen deals close where five years later that rollover equity is worth zero. So I walk every owner through this exercise: if the earnout and the rollover equity both go to zero, are you completely comfortable walking away with just the cash at close? If that feels okay, then we can dial those other numbers however we need. If it doesn’t feel okay, then we need to ask harder questions — do we need to grow more first? Do we need to negotiate different terms? Do we have multiple LOIs with different structures we can compare? The institutional buyers will always tell you the rollover equity is going to 10x. Always. And as the lawyer, I used to be delivering that reality check at the 11th hour when it was almost too late. Now that I get to work with owners before that process, I can prime them early: rollover equity, in our minds, is always worth zero unless proven otherwise. If it 10x’s, that’s the cherry on top — incredible. But don’t build your retirement plan around it. Frazer RiceAre you part of the process of generating buyer interest? I imagine it’s often industry-specific — there are people who understand the space and know the players. But how do you get a few LOIs on the table so it doesn’t become a fire sale? Alexandria SeydelWe consciously made the decision not to become brokers or registered broker-dealers, for two reasons. One, I want to stay fully aligned with the owner’s actual goals. This has happened: we started working with a woman, began building up her people and processes, and 18 months later she said, “Wait — I actually have more freedom now. I’m operating at a higher level because the business is starting to run without me.” The work we were doing to prepare for a sale also just made the business more enjoyable to run. She decided to grow for another year or two instead. Because our compensation isn’t tied to a success fee at closing, we can fully support that decision. Two, deal brokers and investment bankers are often highly industry-specific. A banker who knows your manufacturing sector deeply is going to be more effective in market than we would be. So we refer our clients to multiple specialists in their industry, help them assess fit, and — because I’m trained in reviewing those contracts — help them understand what they’re actually agreeing to in the engagement letter. Then once that team goes to market, we stay on the owner’s shoulder throughout the process. My consistent message: fit matters. Trust your gut. If this buyer doesn’t feel right, honor that, and let’s figure it out before we’re at the closing table. Frazer RiceHow do you tell a founder or family-owned business that the family dynamics are a value detractor? If there’s conflict — someone looking for income while others want to grow, every decision a fight — I imagine buyers pick up on that quickly. Alexandria SeydelIt starts with being human first. Understanding the people behind the business, understanding the family dynamics. A lot of M&A professionals have no interest in going there. My co-founder Kim Wozny and I both actually like that part. We like knowing the people, understanding the dynamics, understanding when someone has a mental block around part of their business because of a fear mindset, or when pressure from a family member is pulling them in a direction they don’t want to go. Being willing to dig into that — as a third-party neutral advisor working for the founders first — is part of what we do. And on the process side, if you have four siblings who own a second-generation business and three want to grow while one wants to sell, how do you show that fourth person that now isn’t the right time? You give them more information, more context, more understanding. And where necessary, you wrap enough process and procedure around that situation so that a buyer can see that this one person being out of alignment doesn’t constitute a major risk to the business. Frazer RiceDon’t give the buyer a reason to say no or pay less. If you can batten that down ahead of time, it’s worth it. As we wind down — what’s a short checklist for founders who are thinking about selling? What are the first steps to assess their readiness? Alexandria SeydelFirst and foremost: it’s never too early to start thinking about it. Even just getting clarity on your personal vision — what you want out of this — helps direct major business decisions as you grow. We have two clients right now considering joint ventures. One is actually moving forward with a new 50/50 partner; the other decided against it. They’re on very different exit timelines, and those exit pathways are a large part of why a joint venture may or may not be the right choice for each of them. I’m always happy to just talk to founders about how they’re thinking about this, even without any formal engagement. I want more owners thinking about exit earlier — it only does them a massive service. And one practical exercise I love: the Europe Test. Imagine you’re going to Europe for three weeks, somewhere with no cell reception. Who calls you first? What processes break? What sits in your inbox undone? It’s a more fun version of the “hit by a bus” question — and it’s a really useful early diagnostic for where the business still depends too heavily on you. Start uncovering those things now, so you have the time and runway to fix them. Frazer RiceTerrific stuff. Alex, how do people find you and your firm? Alexandria SeydelI’m Alexandria Seydel — last name spelled S-E-Y-D-E-L. You can find me on LinkedIn, where I’m active all the time, or look up Ripple’s Edge Advisors. Reach out via email or LinkedIn message. Even if you’re just starting to think about it, I love having that conversation. Frazer RicePerfect — that will all be in the show notes. Thank you for being on. Alexandria SeydelThank you, Frazer. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ ALTERNATE TITLES The 5-Year Exit Strategy Blueprint: Preparing Your Business for Sale Getting The Business Ready to Sell How to Maximize Business Value Before Selling KEYWORDS (GETTING THE BUSINESS READY TO SELL) business exit planning, M&A, business valuation, succession planning, sale readiness, owner dissatisfaction, deal structuring, growth strategies, capital raising, exit readiness assessment, getting the business ready to sell,

Episode 3 of Rethinking EHS, Season 3 focuses on the transformation of risk management in a rapidly changing global environment. The discussion highlights how modern risks now spread faster than ever through interconnected supply chains, social media, workforce pressures, and geopolitical instability.  The episode also explores how organisations are using leading indicators, management systems, and predictive approaches to identify operational risks earlier, while integrating EHS considerations into due diligence, procurement, sustainability, and organisational change processes. Ultimately, the episode underscores that resilience depends on organisations proactively understanding risk, improving communication, and embedding risk management into every level of business decision-making. Rethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety, and sustainability services, working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit inogenalliance.com to learn more. *** Guest quotes: Alizabeth Smith: “The risk they hadn't controlled, the risk they hadn't looked at, was cultural.” Alizabeth Smith: “If you don't deal with communication and consistency, people start believing the program will change in six months anyway.” *** Timestamps: 00:00:00 – Introduction to cultural risk management  00:00:33 – Case study: when strong systems still failed  00:01:25 – Identifying cultural breakdowns and lack of trust  00:02:46 – Communication silos in large organisations  00:03:55 – Building a global risk register and consistent controls  00:05:00 – Why onboarding and training often fall short  00:06:09 – Wearables, micro-training, and new approaches to engagement  00:07:27 – Executive incentives and unintended reporting behaviours  00:09:39 – Leading indicators versus lagging indicators  00:11:44 – Case study: transforming culture in a global manufacturing company  00:15:04 – Developing future EHS leadership internally  00:15:51 – Closing reflections  Sponsor Copy Rethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety, and sustainability services, working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit inogenalliance.com to learn more. Produced by Madcontent.co.nz *** Links  https://Inogenalliance.com/resources https://Inogenalliance.com/podcast Keith on LinkedIn: https://www.linkedin.com/in/keith-knoke-27587a7 Alizabeth on LinkedIn: https://www.linkedin.com/in/alizabeth-aramowicz-smith-61618615/ Chris on LinkedIn: https://www.linkedin.com/in/chris-trim-51637831/

In this episode, Jeffrey discusses wa story about some French beekepers in 2012.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses what he sees in the consulting world's version of transformation.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

In this episode, Jeffrey discusses Memorial Day (in the US) and offers a call to remember.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

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 Attorney Whitney Knox Lee Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

In Elixir Wizards S15E04, Charles Suggs and Emma Whamond are joined by Somtochi Onyekwere, a software engineer at Fly.io and contributor to the Corrosion distributed database project, to talk about distributed systems, infrastructure resilience, and the growing fragility of centralized cloud platforms.   We discuss what recent outages across major providers reveal about modern infrastructure and why more teams are starting to rethink assumptions around reliability, failover, and system design. Somtochi explains how Fly.io approaches geographic distribution, eventual consistency, and replication across nodes, along with the trade-offs that come with building systems this way.   The conversation explores CRDTs (Conflict-free Replicated Data Types), consensus, split-brain prevention, and what actually happens when distributed systems fail in production. We also talk about testing strategies, rollback planning, property-based testing tools, and how teams can reduce blast radius when things inevitably go wrong.   Along the way, we discuss AI infrastructure, sandboxing AI agents, and how newer workloads may add pressure to already centralized systems. The episode closes with practical advice for developers who want to build more resilient applications without over-complicating their architecture. Topics Discussed in this Episode: Corrosion and distributed database replication Centralized cloud fragility and recent outage patterns Distributed systems versus traditional cloud architectures Multi-region deployment strategies for Phoenix applications CRDTs and conflict resolution in distributed systems Eventual consistency versus strict consistency tradeoffs Consensus, leader election, and split-brain prevention Testing failover and recovery scenarios Property-based testing and Antithesis Rollback planning for database schema migrations Reducing blast radius through system isolation Health checks and blue-green deployment strategies Fly Proxy request routing and replay behavior Cross-region synchronization and replication challenges Single points of failure inside “redundant” systems Backup restoration testing and disaster recovery planning Network partitions and failure handling in production Infrastructure monitoring and operational visibility AI infrastructure workloads and operational strain Sandboxing and securing AI agents Sprites and AI workflows at Fly.io Latency improvements from geographic distribution Distributed systems tradeoffs in real-world environments Transitive dependency failures across cloud providers Practical resilience strategies for modern engineering teams Links Mentioned: https://fly.io https://github.com/superfly/corrosion https://docs.gitops.weaveworks.org/ FluxCD https://fluxcd.io/ Fly.io Stateful Sandbox Environments https://sprites.dev/ Cloudflare Workers AI Inference Platform https://www.cloudflare.com/products/workers-ai/ “An AI Agent Just Destroyed Our Production Data. It Confessed in Writing” Twitter post from PocketOS founder: https://x.com/lifeof_jer/status/2048103471019434248 Oct 2025 AWS Outage https://www.theguardian.com/technology/2025/oct/24/amazon-reveals-cause-of-aws-outage Dec 2025 Cloudflare Outage https://www.theguardian.com/technology/2025/dec/05/another-cloudflare-outage-takes-down-websites-linkedin-zoom July 2025 Crowdstrike Outage https://www.ibm.com/think/news/recent-crowdstrike-outage-what-you-should-know March 2026 Stryker Cyber Attack https://www.stryker.com/us/en/about/news/2026/a-message-to-our-customers-03-2026.html https://aws.amazon.com/ https://cloud.google.com/ https://azure.microsoft.com/en-us https://fly.io/docs/elixir/ CRDTs!! https://smartlogic.io/podcast/elixir-wizards/s13-e03-local-first-liveview-svelte-pwa/ https://antithesis.com/docs/resources/property_based_testing/ https://hex.pm/packages/proper

Send me a messageWhat happens when the software your business depends on simply disappears?In this episode of Resilient Supply Chain, I'm joined by Wayne Scott, GRC Solutions Lead at Escode, the world's largest source code and cloud escrow provider. We talk about a risk hiding in plain sight: critical software, SaaS platforms, and cloud services that businesses depend on every day, but may not be able to keep running if a supplier fails.You'll hear how supplier risk is shifting from a procurement issue to a board-level supply chain resilience concern. Wayne explains why outsourcing a service does not mean outsourcing responsibility, and why concentration risk in software and cloud infrastructure can quickly become operational disruption. In his words, it's like buying a car from a manufacturer, then watching the car disappear when the manufacturer goes bust. Absurd. And yet, with software, we do it every day. Because apparently business continuity needed one more trapdoor.We also break down why visibility, data, fourth-party dependencies, and stressed exit planning matter far beyond financial services. From SaaS services that can go instantly dark, to AI reshaping the viability of software suppliers, this is a conversation about resilience before the failure, not panic after it.For supply chain, operations, procurement, sustainability, and risk leaders, the practical question is simple: if a critical provider failed tomorrow, could you keep operating?

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 Attorney Whitney Knox Lee Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.