POPULARITY
Categories
Rachel Ludwig, Partner, DLA Piper, speaks with John Saran, Partner, Holland & Knight, Regan Parker, CEO, Association for Responsible Healthcare Investment, and Robbie Allen, CEO, U.S. Heart & Vascular, about the latest legal and regulatory developments related to corporate ownership of health care providers. They discuss the recent evolution of these laws and regulations at the state level, recurring trends, unintended consequences, and what the industry is doing to build trust and help shape the legal and regulatory landscape. From AHLA's Business Law and Governance Practice Group.Watch this episode: https://www.youtube.com/watch?v=Z9LWJzUczjkLearn more about AHLA's Business Law and Governance Practice Group: https://www.americanhealthlaw.org/practice-groups/practice-groups/business-law-and-governance Essential Legal Updates, Now in AudioAHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Comprehensive members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast.Stay At the Forefront of Health Legal EducationLearn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.
Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses unique topics in more detail with a professional perspective. www.TalkLawRadio.com So what are you waiting for? Discover your hidden legal blind spots by listening to all the impactful Talk Law content every weekend!See omnystudio.com/listener for privacy information.
For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP252 In episode 256, Coffey talks with Leslie Speas about developing high-retention managers who improve employee engagement, accountability, trust, and workplace culture through intentional leadership habits. They discuss promoting high-performing employees into leadership roles without proper management training; emotional intelligence and self-awareness as foundational leadership competencies; connecting employees to organizational purpose and mission-driven work; building workplace trust through consistency, humility, and integrity; coaching employees through questions instead of problem-solving; accountability systems that improve performance and retention; effective communication strategies for managers and team leaders; employee recognition and appreciation practices that reinforce company values; empathy and flexibility in supporting employee wellbeing and mental health; leadership development frameworks that strengthen organizational culture and productivity; practical feedback models including the BEAN and BET communication methods; performance management processes that move beyond annual reviews; balancing individual contributor career growth with leadership readiness assessments. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Leslie Speas is a seasoned Human Resources and Organizational Development leader with over 30 years of experience. She serves as Founder and President of InfluenceHR Consulting, a firm dedicated to helping leaders and HR teams build workplaces where people will thrive and stay. Leslie holds a master's degree in industrial/organizational psychology and possesses senior-level HR designations and certifications in coaching, the Working Genius, Enneagram assessment, and Talent Management/Succession Planning. Her leadership experience spans diverse sectors such as healthcare, manufacturing, technology, financial services, and nonprofit organizations. In addition, she is the author of the book, 7 Habits of High-Retention Managers. Leslie is heavily involved in furthering the HR profession and serves as a District Director with the North Carolina Society for Human Resources Management. She and her husband, Tracy, reside in Winston-Salem, N.C. Leslie Speas can be reached at: https://www.influencehrconsulting.com https://www.linkedin.com/in/leslie-speas https://www.facebook.com/influencehrconsulting https://www.instagram.com/influencehrconsulting https://www.youtube.com/channel/UCdH17Da_dvt_UFpRNmUvqrQ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Identify the leadership habits that improve employee retention and engagement. Apply coaching and feedback techniques that strengthen accountability and trust. Evaluate leadership readiness before promoting employees into management roles.
In episode 255, Coffey talks with Teri Chilcoat about navigating and recovering from toxic workplace environments while building healthier organizational cultures. They discuss defining toxic workplace dynamics beyond legal thresholds and into lived employee experience; recognizing psychological and physical symptoms of chronic workplace stress and burnout; understanding the toxic triangle of leaders, followers, and culture enabling dysfunction; applying personal agency and stoic principles to regain control in adverse environments; building leadership accountability systems that reinforce values and ethical behavior; identifying disengagement signals and preventing employee turnover through proactive management; evaluating why high-performing individual contributors often fail as managers; fostering self-awareness and emotional intelligence as core leadership competencies; addressing the hidden costs of toxic high performers on team morale and retention; preparing organizations for potential waves of turnover driven by disengagement and economic shifts. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP255 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Teri Chilcoat is the author of Surviving the Toxic Workplace from an HR Insider: A Roadmap to Power, Peace, and Happiness, a practical guide that exposes the hidden dynamics behind toxic work cultures and offers a clear path for professionals who want to reclaim their voice, well-being, and sense of purpose at work. Drawing from more than 15 years of experience in human resources, Teri combines real-world insight with research-backed strategies to help employees and leaders recognize the patterns that lead to burnout, disengagement, and silence in the workplace—and what to do about them. As the founder of Inner Authority Co., Teri has spent her career advising executives, managers, and employees through complex workplace challenges including employee relations issues, culture breakdowns, leadership conflict, and burnout recovery. Her work centers on a simple but often overlooked idea: sustainable performance and healthy workplaces begin when individuals reclaim their inner authority. Building on the lessons from her book, Teri delivers her keynote, “Retention Signals: What Employees Need to Stay (and What HR Can Fix Fast),” where she challenges conventional thinking about workplace well-being and shows leaders how to recognize the early signals of disengagement before employees walk out the door. Through real-world examples and practical tools, she helps organizations shift from reactive retention strategies to proactive leadership. She also leads the BOLD Roadmap Workshop, which equips professionals and organizations with a structured framework for self-awareness, authentic leadership, and long-term, sustainable success. Teri holds a Master of Science in Strategic Human Resources from the University of Denver and a Bachelor of Science in Business Administration from the University of La Verne. She maintains professional certifications from both HRCI and SHRM and has been an active member of DallasHR since 2015. Teri Chilcoat can be reached at https://www.innerauthoritycompany.com https://www.linkedin.com/in/teri-chilcoat-phr https://www.facebook.com/tchilcoat https://www.instagram.com/tchilcoat About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Identify the behavioral and organizational indicators of a toxic workplace. Apply self-awareness and agency to navigate high-stress work environments. Develop leadership practices that promote accountability, engagement, and retention.
Send us a Message! (But we can't respond, so feel free to email us at info@roman3.ca)This episode touches on the theme of Strengthening Culture.In this episode, we explore the difficult reality that a lot of organizations face when the person in charge is the wrong fit for what the organization needs. We dig into the Business Law of the Linchpin and how we can sever the dependence we unintentionally create on our leaders.Our prescription for this episode is to understand the root cause of why we end up with bad leaders, and that there are solutions and steps we can take to address it. Ideally, we can do that before we end up in the situation to begin with.Past Episode Referenced:S2 E21: What Is The Technical Founder Paradox?S3 E7: Are We Sheltering Toxic Leaders?S3 E19: Are You At Risk From The Business Law Of The Linchpin?S4 E17: Is Comfort Making Us More Productive or More Complacent?To talk more about management training, reach out to us at info@roman3.ca or through our LinkedIn page at https://www.linkedin.com/company/roman3Don't forget to sign up for our New Quarterly Newsletter that launched in the fall of 2024!About Our Hosts!James is an experienced business coach with a specialization in HR management and talent attraction and retention. Coby is a skilled educator and has an extensive background in building workforce and organizational capacity. For a little more on our ideas and concepts, check out our Knowledge Suite or our YouTube Channel, Solutions Explained by Roman 3.
Safee-Naaz Siddiqi, Professional Support Lawyer in the Knowledge Management practice at Cliffe Dekker Hofmeyr, speaks to Lester Kiewit about the growing legal and compliance risks linked to artificial intelligence tools in the workplace. As more businesses use AI platforms to draft, summarise and analyse sensitive information, questions are being raised about whether confidential or legally privileged material could unintentionally be exposed to third parties, potentially weakening legal protections and creating serious consequences for companies without clear AI policies in place. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalkSee omnystudio.com/listener for privacy information.
In episode 254, Coffey talks with David Miklas about rapidly changing employment law trends surrounding DEI programs, EEOC enforcement priorities, workplace discrimination claims, AI risks in HR investigations, and the evolving legal landscape employers face in 2026. They discuss the EEOC's proposal to eliminate EEO-1 reporting requirements and how demographic data impacts systemic discrimination claims; the legal distinction between lawful diversity efforts and illegal DEI employment practices; reverse discrimination lawsuits and Title VII protections for all employees regardless of majority or minority status; the risks of workforce balancing, quotas, and race-conscious hiring decisions; employee resource groups and affinity programs that may unintentionally create unlawful workplace segregation; recent federal court rulings on DEI training, race-based programming, and compelled speech claims; practical recruiting strategies for expanding applicant pools without violating discrimination laws; how employers can maintain merit-based hiring while improving diversity outreach efforts; the increasing role of AI-generated deepfakes and manipulated media in workplace investigations and litigation; discovery risks involving ChatGPT prompts, AI-generated HR documentation, and employment decisions; AI-related hiring fraud, fake applicants, and remote interview concerns; legal concerns around confidentiality, metadata, and AI-generated evidence; and management failures highlighted by viral Reddit workplace stories involving poor supervision, accommodations, and employee performance management. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP254 Media mentioned in this podcast: The JPMorgan Sexual Assault Lawsuit Was Already Messy. AI Is Making It Worse Reddit: Anyone Hire a Recruiter to Recruit Away a Problem Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: David Miklas owns a Labor & Employment law firm and for 27 years he has practiced all types of labor and employment law exclusively representing Florida employers. He has written hundreds of employment law articles, is the co-author for the premier legal textbook used by lawyers for Florida employment law, is a frequent employment law presenter and is a nationally recognized speaker and an invited guest lecturer addressing employment law and human resource issues with over thirty universities, including Harvard. Mr. Miklas graduated from the University of Florida College of Law. David Miklas can be reached at https://www.miklasemploymentlaw.com/ https://www.linkedin.com/in/david-miklas-301861121/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Distinguish between lawful diversity initiatives and illegal employment discrimination practices. Identify emerging AI-related legal risks affecting workplace investigations and HR decision-making. Apply practical management and recruiting strategies that reduce discrimination and compliance risks.
Sign up for Practi, a new platform that helps law firms use subscription billing.Here are the top 5 takeaways from this episode:* Preventive law is far cheaper than reactive law. Clients who try to DIY their legal needs (using LegalZoom, skipping contracts, etc.) often end up paying twice. Once for the mess they made and again to prevent it from recurring. Hiring a lawyer early and often saves money in the long run.* Subscription/flat-fee pricing aligns attorney and client incentives. Hourly billing creates distrust and discourages clients from calling when they should. Noel's model, flat fees for discrete projects, subscription fees for ongoing work, removes the “clock is ticking” anxiety and makes the attorney an accessible team member.* Client education is essential for subscription retention. It's not enough to deliver a service; clients must understand how to get ROI from it. Noel uses semi-annual workshops, legal growth blueprints, and ongoing engagement to ensure clients see the value and stick around.* Get paid upfront and use invoice financing to make it easier. Don't personally finance client tabs. Tools like LawPay (now 8AM) and Clio Payments, integrated with Affirm, let clients finance invoices over 6–36 months while the attorney gets paid in full immediately. Noel also recommends minimum initial terms (3–12 months depending on engagement size) to give both sides time to establish real value.* Don't get attached to any single AI tool. Noel recommends treating AI tools like a “chorus of experts.” Use multiple, stay flexible, and act as the conductor. The AI space is too dynamic to lock into long-term contracts with any one platform, and lawyers remain responsible for all AI-generated output.__________________________Want your question to be answered on a future show? Fill out this short survey.Have subscription model question? Check out this free resource to ask all of your questions at notebook.practi.ai.Check out Counsel & Clarity.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty, a business and employment legal document automation tool.Sign up for Gavel, an automation platform for law firms.Visit Law Subscribed to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Check out Mathew Kerbis' law firm Subscription Attorney LLC.Want to use the subscription model for your law firm? Click here to sign up for a new platform that helps law firms use subscription billing. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe
In episode 253, Coffey talks with Anthony Sork about how emotional attachment during onboarding shapes employee engagement, retention, and organizational performance. They discuss the difference between employee attachment and employee engagement; how onboarding experiences create long-term emotional bonds with organizations; the role frontline managers play in employee retention and discretionary effort; why poor manager engagement creates downstream hiring and retention risks; how employer branding influences attachment before candidates even apply; the impact of lengthy recruiting processes on candidate perception and trust; why organizations should treat onboarding as a strategic investment; the four core attachment perceptions of security, trust, acceptance, and belonging; how emotional bonds form during the first 120 days of employment; practical ways leaders can strengthen employee connection and purpose alignment; the risks of unmanaged onboarding and declining new-hire sentiment; why traditional engagement surveys are lagging indicators of workplace culture; and how individualized onboarding experiences improve retention and team performance. Mentioned in this episode: Qualtrics' 2026 Global Employee Experience Trends https://www.qualtrics.com/ebooks-guides/employee-experience-trends/ ** Special Offer From Our Guest ** We are pleased to offer a complimentary trial of the Employee Attachment Inventory for an employee who has commenced and who reaches their 90th day of employment in the months of May, June, or July 2026. Visit www.shcBOND.com and use this code: GoodMorningHREAI2026 Or email Anthony Sork (anthony@sorkhc.com.au)or Selina Sork (selina@sorkhc.com.au) with questions. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: As a world recognized thought leader in employee perception measurement, Anthony Sork has changed the way organizations understand “Engagement” across the employee lifecycle. Anthony has worked with leaders across all industries to help them understand, measure and manage the emotional bond of their talent to enhance performance and retention and build “Culture's of Excellence'. Anthony's award winning patented instrument, the Employee Attachment Inventory (EAI) together with the Employee Connection Inventory (ECI) and Employee Detachment Inventory (EDI) have supported thousands of Managers globally to create highly engaged, high performance teams. Anthony has spoken at leading industry conferences around the world. His audiences describe him as “expert”, “upbeat”, “articulate”, “engaging”, “entertaining” and “passionate”. Anthony has been featured in the Australian Financial Review, Sydney Morning Herald, Management Today, Human Capital Magazine, Recruitment Extra & ABC Radio. You can learn more about Employee Attachment, Connection and Detachment across Anthony's social media channels which attract a worldwide audience. Anthony Sork can be reached at: www.SorkHC.com.au About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Understand the difference between employee attachment and employee engagement. Identify the leadership behaviors that strengthen emotional bonds with new hires. Evaluate onboarding practices that improve retention, trust, and belonging. Recognize the long-term organizational risks of poor manager engagement.
We talk with business law attorney Chad Williams about what really drives founders to sell and how to prepare before the first serious offer shows up. We dig into why the headline price can be misleading, how to protect your leverage, and what planning looks like after the wire hits.reasons founders exit, from succession gaps to market pressure and burnoutwhy taking chips off the table can restore confidence and reduce riskbuilding a company to sell, and starting exit planning earlier than feels necessarythe uneven playing field between experienced buyers and first-time sellerswhat an LOI really signals, and why terms matter as much as priceusing inbound buyer calls to gather intelligence and build a future target listsetting non-negotiables and defining a walkaway to avoid sunk cost mistakespost-sale planning, including tax and estate considerations plus personal purposeavoiding post-exit traps like investing outside your lane without a processAbout Chad:Chad is a Partner and Business Law attorney at Lamb McErlane PC, he concentrates his practice in business transactions and dispute resolution.Chad brings experience as an investment banker, in-house corporate counsel and corporate private practice attorney to his work advising clients on corporate, commercial and transactional matters. He serves as outside general counsel to many companies, providing advice and support throughout their growth, from formation and operational matters to merger and acquisition transactions. Chad has deep experience in mergers and acquisitions including both buy-side and sell-side representation, including private equity and strategic transactions. He also has significant experience advising senior management and boards of directors on matters relating to corporate governance, fiduciary duties, internal investigations and corporate financing transactions. In addition, Chad advises privately-held companies and family-owned businesses in connection with succession planning and business and partnership dispute resolution.As a trusted advisor, Chad also advises his clients in connection with litigation matters in state and federal court in Pennsylvania and Delaware, and has been admitted pro hac vice in Wyoming.Prior to joining Lamb McErlane, Chad was a partner with Saul Ewing, LLP. Chad began his career as a clerk to the Senior Justice of the Supreme Court of Delaware.Chad Williams, PartnerLamb McErlane PC, Attorneys At Law24 E. Market Street, PO Box 565West Chester, PA 19381610.701.3269If you want to connect with Chad, email ctwilliams@lambmcerlane.com or visit lambmcerlane.com.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
Today on the show: rising standup comedian and Albany native Anthony Robustiano joins us ahead of his biggest hometown show yet this Friday at The Egg. We talk about how his standup career started, how it almost ended, his approach to building millions of followers on social media, his main concern about his upcoming hometown show, and why he has a bone to pick with Team 2BD. Use code BUTTONS for 25% off a pair of tickets to Anthony's show: https://www.tixr.com/groups/theegg/events/anthony-robustiano-175658 This episode is brought to you by Tully Rinckey PLLC, a full-service law firm serving individuals and businesses in the Capital Region for over 20 years. Their attorneys are ready to protect your rights and guide you through legal matters related to Family & Matrimonial Law, Employment Law, Criminal Law, Litigation, Education Law, Business Law and Trusts & Estates. For experienced legal support from a firm that proudly gives back to its community, learn more at tullylegal.com or follow on social media.
In episode 252, Coffey talks with Beverly Parker about how recruiting and talent acquisition are evolving and why relationship-based recruiting still matters. They discuss the shift from newspaper job ads, to Monster, to today's AI-powered recruiting platforms; why “post and pray” or “post and spray” recruiting fails to attract high-quality passive candidates; how recruiters use professional networks to identify specialized talent faster; the growing impact of AI-generated resumes and fraudulent job applicants; why recruiters should avoid over-relying on AI resume filtering tools; strategies for sourcing passive candidates in competitive hiring markets; the value of agency recruiters for hard-to-fill and specialized positions; how employers can improve hiring processes during a frozen labor market; candidate expectations around compensation, flexibility, and work-life balance; why transparency about career growth opportunities improves retention and hiring outcomes; the increasing importance of training and development in workforce planning; how younger workers want meaningful work and stronger onboarding support; the importance of hiring for adaptability and learning agility instead of static skills; lessons from building recruiting functions inside growing organizations; and how long-term recruiter relationships create stronger organizational outcomes than transactional placements. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP252 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Beverly Parker is an accomplished HR leader and recruiter with over 15 years of experience connecting top talent with tier-one employers. She has built a reputation for aligning high-performing candidates with organizations that value growth, culture, and long-term success. Her work is grounded in a results-driven approach to talent acquisition and workforce development, with a strong focus on building strategic partnerships across the Dallas–Fort Worth metroplex. Beverly actively collaborates with leading professional organizations, including Fort Worth HR, MidCities HR, Dallas HR, APA, and FEI, to stay at the forefront of industry trends and talent needs. A dedicated advocate of servant leadership, Beverly is committed to fostering environments where individuals and teams can perform at their highest level. She holds both PHR and SHRM-CP certifications. About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Understand how modern talent acquisition differs from traditional recruiting models. Evaluate when organizations should use internal recruiters versus external recruiting agencies. Identify strategies for attracting passive candidates in competitive labor markets. Recognize the risks and limitations of AI-driven recruiting and screening systems. Improve hiring processes by aligning candidate motivations with organizational realities. Develop recruiting approaches that prioritize long-term fit over transactional hiring. Explore how training, onboarding, and development affect employee engagement and retention. Assess how labor market uncertainty influences candidate and employer behavior. Learn how recruiters can identify transferable skills and high-potential candidates. Understand why adaptability and learning agility are becoming critical hiring criteria.
In episode 251, Coffey talks with Jennifer Yugo about why traditional interviews fail to identify top candidates and how competency-based, structured hiring improves outcomes. They discuss the ineffectiveness of unstructured interviews and reliance on intuition in hiring decisions; confirmation bias and overconfidence in manager-led candidate selection processes; building competency-based hiring frameworks grounded in real job performance data; differences between skills and competencies in evaluating candidate success; designing structured interviews with behavioral and situational questions; aligning hiring processes with organizational culture and values; leveraging applications and assessments to enhance candidate evaluation consistency; improving hiring manager adoption through usability and stakeholder involvement; measuring hiring success through turnover, efficiency, and process compliance metrics; balancing candidate experience with standardized hiring systems for fairness. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP251 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Jennifer Yugo is a seasoned professional in building exceptional workplaces and business environments. With a 20-year career and her experience as Managing Director and Owner at Corvirtus, she applies science-driven frameworks to develop tools that enhance employee performance and engagement. Her leadership is instrumental in advancing the company's offerings in solutions including employee retention, hiring, and culture-building. Jennifer's expertise is grounded in her comprehensive knowledge of Industrial-Organizational Psychology, Organizational Behavior, Human Resources, and Psychometrics. She actively contributes to these fields through speaking engagements, writing, and presenting at conferences like DisruptHR. Jennifer earned her PhD at Bowling Green State University's nationally-ranked Industrial-Organizational Psychology program and her Bachelor's degree in Psychology with Highest Honors from Purdue University. Jennifer Yugo can be reached at https://corvirtus.com https://www.linkedin.com/in/jenniferyugo https://www.youtube.com/@corvirtus1779 About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Understand the limitations of traditional, intuition-driven interview methods Apply competency-based frameworks to design structured hiring processes Evaluate candidates more effectively using behavioral and situational interview techniques
The Supreme Court just ruled on Louisiana's redistricting. Is the Voting Rights Act being demolished?
In episode 250, Coffey talks with Justin Dorsey about recent HR-related new items including navigating politics, mental health, employees' sometimes inflated compensation expectations, and the most in-demand HR skills. They discuss managing political conversations and ideological conflict in the workplace; balancing employee expression with productivity and respectful communication; how HR leaders can create psychologically safe but performance-focused cultures; generational differences in resilience, stress, and mental health expectations; the growing importance of employee assistance programs and mental health leave awareness; how poor sleep hygiene and digital overload impact employee productivity and wellbeing; handling difficult compensation conversations and unrealistic salary increase demands; avoiding emotional decision-making during employee relations conflicts; why culture fit should evolve into culture add during hiring decisions; the increasing demand for HR technology, people analytics, and change management expertise; how artificial intelligence is reshaping HR roles and workforce management; and the future convergence of HR leadership with operational leadership responsibilities. Media mentioned in this podcast: The End of “No Politics at Work” and What Comes Next Mental health leaves are rising. How can organizations reduce and better manage leaves? | Idaho Statesman The 2026 Workplace Mental Health Annual Report | Spring Health Employee demands a near 50% raise : r/managers HR Career Outlook 2026: Is Your HR Career Future-Proof? - AIHR For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP250 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Justin brings a background of psychology and sociology into the world of HR. He is currently a fractional HR consultant for the Texas HR Team where he provides strategic HR support for small businesses and nonprofit organizations. With extensive experience in a variety of industries, including retail, healthcare, distribution, and engineering, His expertise includes employee relations, talent acquisition, training, compensation, benefits, and employee engagement. He holds both a Senior Professional and Global Professional certification in Human Resources. Outside of work, Justin is a dedicated volunteer at his church and other community organizations including Junior Achievement and F3. He's a past president of Fort Worth HR and was recognized by the Fort Worth Business Press in their Top 40 Under 40 program. More importantly, he's a husband of 1 and father of 2. Don't get him started talking about chickens or Texas Tech sports. Justin Dorsey can be reached at justin@texasHRteam.com https://www.linkedin.com/in/justin-dorsey-sphr About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Evaluate strategies for managing political and social discourse in the workplace while maintaining productivity and respect. Identify practical ways HR leaders can support employee mental health without overstepping into clinical or therapeutic roles. Apply effective approaches for handling compensation disputes, employee dissatisfaction, and retention conversations. Understand how AI, HR analytics, and technology fluency are reshaping future HR career paths.
It's episode 300 of the mother freaking Buttonista Show and we are sitting around the table asking Chat GPT why men are (statistically speaking) better at Jeopardy than women, manifesting resolutions to our double car troubles, going over a few recent internet trends and more. EPISODE NOTES: 300 episodes deep (0:34) Nobody Asked Me, But... (2:00) Jack is back on his shrimp ring kick (5:00) Peaks and Pits presented by Albany Mechanical Services (13:00) A run in with the law (21:51) An epic helicopter ride in Saratoga (29:23) Jamie Ding, my Jeopardy King (39:58) "Fruit drama" videos on your algorithm (57:09) Roast or Toast presented by Fairways of Halfmoon (1:03:00) I'm the baked bean queen (1:09:40) Being called "big dog" will change your life (1:19:58) This segment is brought to you by Tully Rinckey PLLC, a full-service law firm serving individuals and businesses in the Capital Region for over 20 years. Their attorneys are ready to protect your rights and guide you through legal matters related to Family & Matrimonial Law, Employment Law, Criminal Law, Litigation, Education Law, Business Law and Trusts & Estates. For experienced legal support from a firm that proudly gives back to its community, learn more at tullylegal.com or follow on social media.
Send us Fan MailArmando De La Torre Jr. is a Los Angeles–born restauranteur, entrepreneur, and artist known for creating and developing Guisados, Georges Burger Stand, and Playita Mariscos. A graduate of Loyola High School and Loyola Marymount University, where he studied Business Law and Marketing, he began his career path toward law before shifting into the restaurant industry. In 2011, he co-founded Guisados in Boyle Heights with his father, building a taqueria centered on homestyle braises and fresh handmade corn tortillas. He later expanded his work by acquiring and revitalizing Georges Burger Stand and opening Playita Mariscos in Silver Lake.In this episode, Armando shares the story behind launching Guisados in Boyle Heights and growing it into a multi-location restaurant group. He discusses the development of Georges Burger Stand and the concept behind Playita Mariscos, along with the operational realities of running multiple restaurant brands in Los Angeles. The conversation also explores his work as an artist, including designing menus, merchandise, and brand identities, as well as his creation of G's on Sunday, an automotive lifestyle brand that collaborates with major partners and hosts community events.This episode offers value for San Gabriel Valley viewers and greater Los Angeles audiences interested in restaurant ownership, food culture, and creative entrepreneurship. It highlights the evolution of well-known LA food concepts rooted in Boyle Heights and expands into how branding, art, and community engagement intersect within the hospitality industry. For listeners searching topics like starting a restaurant, scaling food businesses, or building a multi-brand presence in Los Angeles, Armando's experience provides a detailed, real-world perspective.If you enjoy conversations with Los Angeles founders and creators shaping the local food scene, subscribe for more episodes and share this with someone interested in restaurants, entrepreneurship, and creative work._______________Music CreditsIntroEuphoria in the San Gabriel Valley, Yone OGStingerScarlet Fire (Sting), Otis McDonald, YouTube Audio LibraryOutroEuphoria in the San Gabriel Valley, Yone OG__________________My SGV Podcast:Website: www.mysgv.netNewsletter: Beyond the MicPatreon: MySGV Podcastinfo@sgvmasterkey.com
In episode 249, Coffey talks with Jenay Huey about how growing businesses should approach HR strategy, outsourcing, and internal capability building. They discuss why small businesses delay investing in HR until problems arise; misconceptions about HR as a cost center versus strategic function; differences between transactional HR tasks and long-term workforce strategy; when to hire in-house HR based on employee count and complexity; how to evaluate HR consultants and service level agreements; the role of benefits brokers, attorneys, and HRIS platforms; pros and cons of outsourcing HR functions and PEO arrangements; selecting and scaling HR technology systems effectively; building internal HR talent pipelines and succession planning; importance of business acumen and aligning HR initiatives with financial outcomes. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP249 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Jenay Huey, SHRM-SCP, PHR, is the President of Dunedin HR Solutions LLC and a seasoned Human Resources strategist dedicated to "putting the human back in HR." With a career built on helping organizations and employees, Jenay serves as a fractional CHRO, aligning HR policies with business vision to drive net income and team engagement. She is dedicated to serving small and medium size organizations. She believes that all organizations deserve access to an HR professional that understands their organization, scales solutions to their size and culture and undertsands the employment compliance landscape. Jenay has over 20 years of experience in HR and people operations. She has worked with organizations from small family run businesses to organizations with over 7000 employees. She received her B.A.Sc from the University of South Florida, holds several certifications including her SHRM-SCP and PHR from HRCI. Jenay Huey can be reached at https://www.dunedinhrsolutionsllc.com https://www.linkedin.com/in/jenay-huey https://www.facebook.com/profile.php?id=100094367457078 https://www.instagram.com/dunedin_hr_solutions_llc About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Identify when a growing company should invest in HR support or leadership Evaluate external HR resources, consultants, and PEOs effectively Design a scalable HR strategy that aligns with business growth and profitability
In this episode, CII's General Counsel, Jeff Mahoney interviews Charles K. Whitehead, the Myron C. Taylor Alumni Professor of Business Law at Cornell Law School. In the episode Professor Whitehead discusses his article entitled “Delaware's Agency Problem.” Professor Whitehead explains why Delaware's lawmaking process for amending their corporate law statutes has a “second order agency problem.” He then describes specific procedural reforms that he believes should be adopted to resolve the problem. He also discusses specific actions that institutional investors should consider in support of the adoption of his suggested reforms.
In episode 248, Coffey talks with Damon Thompson about how student loan debt impacts employees and how employers can help reduce that burden through benefits programs and federal subsidies. They discuss the history and evolution of federal student loan programs before and after the Affordable Care Act; rising college costs and lack of borrowing caps driving massive student debt growth; financial stress and productivity loss caused by high monthly loan payments; how income-driven repayment and federal subsidy programs reduce employee loan obligations; employer-sponsored student loan repayment benefits under Section 127 tax advantages; complexities and low success rates navigating Department of Education programs independently; public service loan forgiveness eligibility and long-term debt elimination strategies; how personal circumstances influence repayment calculations beyond income alone; the role of third-party services in optimizing loan subsidies and compliance; and the connection between student debt, employee retention, and delayed life milestones. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP248 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: After graduating from Austin College (Sherman Texas) in 1979 Damon immediately began his career working directly with the owners of closely held businesses and their H.R. teams. Understanding the needs of both the employer and the employee he knows that not all employee benefits are “insurance” benefits needing employer funding. Being familiar with Comprehensive Major Medical, Workers Compensation as well as Administration systems & software has allowed him to develop unique solutions for owners of those closely held companies and their HR teams. This has also led to many speaking engagements in organizations such as Texas A&M Graduate School of Business, Work with Texas Legislators & Attorney General, Private Equity Association Convention (PEG-aplooza), and Numerous Chambers of Commerce across Texas. Damon Thompson can be reached at https://www.finnita.com/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Understand how federal student loan programs evolved and why debt has increased significantly Identify the impact of student loan debt on employee productivity, retention, and financial wellbeing Evaluate employer strategies, including tax-advantaged benefits, to help employees manage student loans
In episode 247, Coffey talks with Michelle Sims about building skills-first hiring pipelines and expanding apprenticeship models to address the early-career experience gap in the age of AI. They discuss redefining entry-level work as automation reshapes junior roles; bridging the experience gap through apprenticeships and workforce development programs; expanding access for non-degree and nontraditional talent into corporate careers; differences between internships and apprenticeships in structure, pay, and outcomes; integrating mentorship, wraparound support, and structured training into early career pathways; challenges of adopting skills-first hiring and replacing degree-based proxies; designing fair and effective hiring assessments including project-based evaluations; measuring apprenticeship success through retention, productivity, and skill progression; the role of AI in shifting demand toward mid-career talent with technical experience; building inclusive hiring pipelines that expand access to underrepresented groups; and public policy efforts to scale apprenticeships and workforce development nationwide. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP247 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Michelle Sims is the CEO of YUPRO Placement, a skills-first placement firm advancing economic mobility for talent traditionally overlooked by the hiring system. She partners with corporate leaders to replace outdated practices with performance-driven, retention-ready workforce solutions. A multi-year Staffing Industry Analyst Global Power 150 Women in Staffing honoree, Michelle serves on the American Staffing Association Women in Leadership Council and is a board member of the Harvard Kennedy School Women and Public Policy Program. Under her leadership, YUPRO Placement has earned industry-wide recognition for innovation, equity, and upskilling programs. Michelle is a regular Forbes contributor and a respected voice in workforce strategy, advocating for inclusive, skills-first hiring that meets today's talent demands and builds tomorrow's teams. Before joining YUPRO Placement, Michelle held senior executive roles across multiple industries and taught human resources and leadership development as an adjunct professor for 17 years. She holds a BBA from Texas A&M University and an MBA from Houston Christian University. Michelle Sims can be reached at: www.yupro.com https://www.linkedin.com/in/michellesims- About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Understand how AI is reshaping entry-level roles and talent pipelines Evaluate the structure and benefits of apprenticeships versus internships Design skills-first hiring processes that prioritize competencies over credentials
Jeff welcomes Santo Spataro of The Spataro Law Firm, a trusted referral partner whose roots in a family-owned restaurant shaped his instincts for entrepreneurship long before he attended law school. Although Jeff and Santo share similarities in their personal and entrepreneurial approach to business—namely, an emphasis on integrity, expertise, and a client-centered style—they recognize the importance of specialized skills in the practice of law. In this discussion, Jeff and Santo focus mainly on the needs of small businesses and entrepreneurs. They explain the scope of business law, the night sweats that come from being a "jack of all trades" attorney, and how death and money change things for business families and entrepreneurial partners. You can contact Santo of The Spataro Law Firm at https://spatarolaw.com/ or call (717) 900-9437 to learn more. WHAT YOU NEED TO KNOW (00:00) Episode introduction: Business Law Attorney, Santo Spataro (03:00) How Jeff and Santo first met and became referral partners (06:29) What does a business law attorney do? (08:04) Why specialize in business law? (10:00) An entrepreneur serving entrepreneurs (11:16) Night sweats and being a "jack of all trades" lawyer (13:18) Entity formation and being a quasi-in-house counsel for small businesses (16:35) When is the right time to plan? (18:06) Do business law and estate/elder law follow more local or statewide considerations? (21:06) Smart attorneys want to keep their clients out of court (24:07) When brothers fight over $500 (26:06) Death and money change everything ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more. LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/
(0:00) Intro, *Reference to prior episode with Ben Means (E105) (1:36) About the podcast sponsor: The American College of Governance Counsel. (2:23) Start of interview. (3:39) The Premise of his new book Family Business Law (6:48) Understanding Shareholder Oppression (10:17) The Three-Circle Model Explained (13:34) The Personal Impact of Family Business (16:24) Boards in Family Businesses (18:09) The Importance of Voice (20:47) Overlapping Family and Business Law *Reference to my episodes on HBO's Succession (24:36) The Succession Challenge (transference to next generation or sale of company) (28:18) Fiduciary Duties and Governance. *Reference to the Market Basket litigation (34:03) Family Protocols: A Solution? (35:13) Societal Impact of Family Businesses *Reference to E204 with Eric Ries (38:24) Innovations in Governance and Family Businesses. Pros and Cons of LLCs (42:56) Features of a New Family Structure (46:05) The Rise of Family Offices Benjamin Means is a Professor of Law, the John T. Campbell Chair in Business and Professional Ethics, and Director of the Family & Small Business Program at the University of South Carolina Joseph F. Rice School of Law. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In episode 246, Coffey talks with Kelly Price about building effective people strategy in small and medium-sized businesses. They discuss why small businesses often treat HR as administrative rather than strategic; hidden financial costs of poor hiring and turnover; aligning people strategy with business goals and growth plans; improving recruiting processes beyond staffing agencies; designing structured onboarding and performance management systems; adapting to rapid change including AI and post-COVID workplace shifts; generational differences in workplace expectations and engagement; balancing flexibility with accountability in modern work environments; leveraging institutional knowledge from long-tenured employees; identifying when to bring in HR consultants and how audits drive strategic alignment; developing leadership capabilities as organizations scale beyond founder control. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP### Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Kelly Price is a dynamic leader and the passionate founder of ThriveHR. Kelly's career is a testament to her dedication and love for helping others, beginning with a Bachelor's degree in Hospitality Management from Kansas State University. Her professional journey started at Marriott International. It was here where she mastered the art of creating memorable experiences, igniting her passion for positively impacting people's lives, a core value she carries into her HR career. Kelly's enriching path in Human Resources started as a recruiter. She found joy in helping individuals secure jobs and the ability to impact their lives and families. Climbing the corporate ladder, Kelly served in various critical roles, including Benefit Manager, Director of HR, and VP of HR. In these positions, she played a crucial role in reducing turnover, enhancing employee satisfaction, and reshaping people and HR strategies. As a small business owner, Kelly now leverages her extensive experience to help other businesses excel through smart people decisions. With her energy and positivity, she ensures that every client interaction is impactful and meaningful. Kelly Price can be reached at www.thrivehrkc.com www.linkedin.com/in/kellypricethrivehr About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Understand the business impact of treating HR as a strategic function rather than administrative. Identify practical ways to improve hiring, onboarding, and retention in growing organizations. Apply people strategy principles to adapt to workforce, generational, and technological changes.
Oil and financial markets have been swinging wildly with every social media post from Donald Trump. But a pattern of large, well-timed trades placed on commodity and prediction markets just minutes before major Iran war announcements has emerged. It's raising concerns that some investors could be acting on inside information. Today, Andrew Verstein an expert on insider trading and law professor at UCLA on the money changing hands.Featured: Andrew Verstein, Professor of Law, and Faculty Co-Director of the Lowell Milken Institute for Business Law and Policy at UCLA.
In episode 245, Coffey talks with Patrick Richter about news and media items from the past month, including emerging HR risks involving AI, workplace compliance, and employer liability. They discuss legal risks of AI-driven hiring tools and potential age discrimination claims; nuances of disparate impact versus disparate treatment under employment law; employer responsibilities when using third-party HR technology platforms; cybersecurity threats targeting HR teams through fake job applications; evolving tactics like deepfakes and identity fraud in hiring processes; ADA compliance and handling employee health disclosures appropriately; importance of the interactive process in workplace accommodations; legal pitfalls of paternalistic employment decisions; wage deduction laws and why punitive pay docking is unlawful; and broader employee relations risks from poorly designed workplace policies. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP245 Media mentioned in this podcast: Workday takes partial loss as judge refuses to dismiss claims in AI bias lawsuit | HR Dive Fake Job Applications Used to Deliver Malware Targeting HR Teams - The420.in EEOC: Restaurant fired worker who had seizure to allow her to ‘focus on' her health | HR Dive Is it legal for company to deduct wages for breaking internal rules? : r/AskLegal Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Patrick Richter helps employers and executives navigate high-stakes employment and workplace issues with practical, business-minded legal guidance. He helps employers and executives navigate high-stakes employment and workplace issues with practical, business-minded legal guidance. Patrick is an experienced employment attorney, litigator, and certified mediator, with a practice that spans first-chair trial work, strategic counseling, and transactional support. He advises on the full range of day-to-day HR and workforce issues, and he regularly partners with business leaders during critical moments—from growth and restructuring to disputes that threaten people, culture, or enterprise value. Patrick Richter can be reached at https://rigbyslack.com/attorney/pat-richter/ www.linkedin.com/in/pat-richter-986b19 About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Understand how AI-driven hiring tools can create unintended legal exposure. Identify proper employer responses to employee health disclosures under ADA. Implement heightened cybersecurity training to guard against new attack methods.
In this episode of The Sound of Economics, host Rebecca Christie speaks about the European Union's innovation hopes with Bruegel's Fiona Scott Morton and Reinhilde Veugelers as well as Tobias Tröger, SAFE Chair of Private Law, Trade and Business Law, Jurisprudence at Frankfurt's Goethe University. The European Commission on March 18 released its “EU Inc.” proposal to make it easier for innovative companies to get their start and scale up. The new plan uses a lawmaking tool known as the 28th regime. What is it and how does it work – will it help companies find financing and navigate thickets of national and local bureaucracy? What else can you do with it? Is the Commission proposal good? What are some alternatives? And what will this mean for Europe's notaries? Promising firms have a lot to gain from these conversations, if good policy design follows. Relevant research: Christie, R. (2026) ‘28th regimes to help Europe's capital markets', First Glance, 09 March, Bruegel. Enriques, L., Casimiro A. Nigro and Tobias H. Tröger (2026) ‘Why the 28th Regime Proposal Falls Short of Europe's Challenge', Oxford Business Law Blog. Enriques, L., Casimiro A. Nigro and Tobias H. Tröger (2025) ‘Mandatory Corporate Law as an Obstacle to Venture Capital Contracting in Europe', The CLS Blue Sky Blog. Scott Morton, F. and R. Veugelers (2025) ‘Regime 0: Europe-wide incorporation for startups to kickstart innovative growth,' Policy Brief 33/2025, Bruegel.
(0:00) Intro (1:31) About the podcast sponsor: The American College of Governance Counsel (2:18) Start of interview (3:10) Ben's origin story (7:14) Embracing Nevada as Home. Joining University of Nevada Las Vegas (UNLV) in 2017. (10:14) Joining Wilson Sonsini as Senior of Counsel (2026) (13:00) The Reincorporation Movement. Competition between Delaware, Texas, Nevada and others. *Reference to E201 with Leo Strine (14:28) Tracking Company Reincorporation Movements (at Business Law Prof Blog) (16:02) The Texas vs. Nevada Landscape (17:50) Reasons Companies Move Jurisdictions *Reference to E194 with Richard Blake on SV150 companies (23:15) Delaware advantages (25:32) How Nevada is competing: "[W]e need to be able to do is reduce the friction and the barriers to picking Nevada as a jurisdiction." (26:09) Delaware's SB21 and Its Implications. *Reference to Cornerstone Research report on the increase of M&A settlements and paper Is Delaware Different? Stockholder Lawyering in the Court of Chancery by Jessica Erickson, Adam Pritchard, and Stephen Choi (31:54) The Race to the Bottom theory *Reference to E200 with Betsy Atkins (34:50) Nevada's Business Courts and Future Changes (constitutional amendment) (41:44) The IPO Landscape: Trends and Insights (Delaware fell from over 80% of IPO incorporations in 2022-2024 to just under 62% in 2025; Nevada reached ~17%, and Texas just under 4%). Bill Ackman picking Nevada for the IPO of Pershing Square. (44:45) Addressing Nevada's Reputation (the example of LQR House reincorporating from Nevada to Delaware) *Reference to the Startup Litigation Digest (49:06) Founder-Led Companies and Jurisdiction Choices. Example of Mark Pincus: Founders, Leave Delaware (While You Still Can) (53:46) Nevada's Commission to Study the Adjudication of Business Law Cases (55:50) Books that have greatly influenced his life: Give and Take, by Adam Grant (2013) Drive, by Daniel Pink (2009) Chimpanzee Politics, by Frans de Waal (1982) (57:16) His mentors. (58:16) Quotes that he thinks of often or lives her life by "To have a friend, you got to be a friend." (58:39) An unusual habit or an absurd thing that he loves (58:57) The living person he most admires Benjamin Edwards is a Professor of Law at the William S. Boyd School of Law at the University of Nevada, Las Vegas (UNLV). Ben also recently joined Wilson Sonsini as Senior Of Counsel to provide guidance to Nevada-incorporated companies. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Carrie Scharbo, creator of *The Broad Agenda*, joins me to discuss her platform focused on fostering clarity and meaningful dialogue in today's chaotic news cycle. She shares her journey from network television to entrepreneurship, revealing how she navigated mental health challenges and embraced the best parts of her life. We also touch on her lighter side, including her love for being silly, her stylish black glasses, and Taylor Swift. As an Emmy Award-winning anchor turned entrepreneur, Carrie co-founded *Case-mate* and *William Grace*, addressing needs in technology and equestrian sectors. Through her consulting firm, **Scharbo & Co.**, she helps executives and entrepreneurs boost their visibility. Carrie graduated from **Stetson University** in 1995 with a BA in Psychology and minors in Business Law and Women and Gender Studies. She also serves on the Women's Board of the Grainger Joffrey Ballet and volunteers with the Lake Forest Infant Welfare Society.
Matthew Fornaro, founder of Fornaro Legal, a business law practice that helps small businesses, startups and entrepreneurs navigate their legal issues with clarity and confidence.Through his litigation and transactional services, Matthew guides business owners with both hourly and flat fee support, drawing from years of experience dedicated solely to helping businesses grow and stay protected.Now, Matthew's journey of building his own thriving practice while integrating more technology into his work demonstrates his commitment to evolving with the times and passing those lessons on to his clients.And while continuing to chase momentum, balance growth and manage the personal toll that comes from not always taking care of himself, he is proof that personal freedom is possible when you back yourself and keep moving forward.Here's where to find more:www.fornarolegal.comhttps://www.facebook.com/fornarolegalhttps://www.linkedin.com/in/matthewfornaro________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here:https://linktr.ee/unforgetyourself
In episode 244, Coffey talks with Dr. Jason Jones about how leaders must adapt their thinking and behavior to navigate the rapid disruption caused by artificial intelligence. They discuss why AI represents a step-change disruption compared to past technology waves; growing workforce resistance and fear surrounding AI adoption in organizations; how enterprise AI systems will soon integrate SOPs, training, and operational knowledge; the neuroscience behind fear, uncertainty, and cognitive rigidity during change; why leaders must develop cognitive adaptability and emotional regulation; the concept of neuro-adaptive leadership and upgrading the brain's operating system; attuning to disruption through proactive awareness and disruption scanning; decoding thought patterns and identifying hidden biases that block innovation; aligning leadership identity with values to guide behavior under pressure; using reflection, reframing, and replacement to rewire thinking through neuroplasticity; and how leaders can model adaptive thinking to help teams thrive during uncertainty. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP244 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Dr. Jones equips leaders and teams with science-based strategies to activate peak performance, drive engagement, and thrive in the age of disruption. He is a leading authority on NeuroAdaptive Leadership™ and the neuroscience of performance, helping organizations rewire the way their leaders think, act, and inspire others. Dr. Jones is an Organizational Psychologist, executive coach, and international keynote speaker. Drawing from cutting-edge neuroscience and more than 150 years of motivation and performance research, Dr. Jones has developed a practical and engaging approach to leadership that helps people understand and optimize how the brain drives behavior, influence, and decision-making. His approach has been used by Fortune 500 companies and forward-thinking organizations around the world, helping empower leaders to bring out the best in themselves and those they lead. As the founder and CEO of LeaderPath, Dr. Jones has worked with some of the world's most recognized brands, including Microsoft, IBM, Porsche, AT&T, American Airlines, McKesson, Seagate Technology, and the Dallas Cowboys. His work has been featured by Inc. Magazine, FOX, CBS, ABC, and PBS, and his thought leadership continues to shape how modern leaders adapt, connect, and perform in an ever-changing world. He is the two-time best-selling author of "Activator: Using Brain Science to Boost Motivation, Deepen Engagement, and Supercharge Performance" and "28 Days to a Motivated Team." Prior to founding LeaderPath, Dr. Jones led executive education at AT&T, where he was responsible for developing more than 6,000 leaders globally, contributing to AT&T being named the #1 Learning Organization in America by Chief Learning Officer Magazine. Outside of his work, Jason enjoys traveling, outdoor adventures, spending time with his grown children, and fueling his passion for helping others live and lead with purpose, resilience, and flow. Dr. Jason Jones can be reached at https://drjasonjones.com https://www.linkedin.com/in/DrJasonJones1 https://www.instagram.com/drjjones https://www.youtube.com/c/DrJasonJones1 About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Understand why AI disruption is fundamentally different from previous technology shifts in the workplace. Recognize cognitive rigidity and emotional responses that block effective adaptation to change. Apply neuro-adaptive leadership techniques to help teams respond productively to rapid disruption.
This week, we're up in Saratoga post-St. Patrick's Day lunch at the Parting Glass discussing Granny's beer launch, a festive weekend in downtown Troy, our thoughts on the ANTM doc, what we're looking forward to this spring at Crossgates and more. EPISODE NOTES: We both have beef with onions this week (2:30) People are still eating at Subway? (4:07) Fool's Spring was a temporary cure to this endless winter (6:17) Nobody Asked Me, But.. (6:53) St. Patrick's Day at the Parting Glass (17:07) Granny's beer is officially canned and ready for a first sip (26:33) Jack has insider scoop on Marty Supreme (35:33) Licking ice cream after your dog does (48:15) 5 Random Things presented by Crossgates, the #1 spot for spring shopping (1:09:16) This episode is brought to you by Tully Rinckey PLLC, a full-service law firm serving individuals and businesses in the Capital Region for over 20 years. Their attorneys are ready to protect your rights and guide you through legal matters related to Family & Matrimonial Law, Employment Law, Criminal Law, Litigation, Education Law, Business Law and Trusts & Estates. For experienced legal support from a firm that proudly gives back to its community, learn more at tullylegal.com or follow on social media @tullylegal.
In episode 243, Coffey talks with Dan Dalton about using personality profiles to improve hiring, onboarding, team dynamics, and organizational effectiveness. They discuss the evolution of personality assessments from paper-based tools to data-driven platforms; appropriate and inappropriate uses of DISC and Predictive Index in hiring decisions; leveraging behavioral data to ask better interview questions; customizing onboarding to match communication preferences and learning styles; aligning managers and employees through mutual self-awareness; using profiles to strengthen team composition and collaboration; applying personality insights to performance coaching conversations; reducing turnover by adapting leadership styles to employee needs; helping young people gain early self-awareness for career decisions; and identifying the “personality” of an organization through mission statements and customer feedback. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP243 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Since 1995 Dan Dalton has worked in various HR roles as Trainer, Recruiter, HR Generalist, Manager, Director and Employee Relations Consultant. Dan has worked in the Banking industry with JP Morgan Chase and Southwest Bank, the retail industry with Neiman Marcus and the health care industry with, Texas Health Resources, Voyager Hospice Care, McKesson Specialty Health, Texas Oncology, EVP Eye Care and in manufacturing with Oil States Industries. Most recently, Dan has founded P3:14 Consulting focusing on helping organizations and individuals strive to reach their potential. Dan has held a Human Resources professional certification since 2005 and presently holds a HRCI Senior HR Professional (SPHR) certification as well as a SHRM-SCP certification. Dan earned a BBA in Marketing with a minor in Economics from Southwestern University and an MS in HR Management from University of Texas at Arlington (UTA). Dan has served with Fort Worth HR (local SHRM chapter) as board member and Past President and has served as a member of the Board of Directors of the Christian Women's Job Corp of Greater Arlington where he facilitates workshops on resume writing and interview preparation. Dan has been married to Brandi since 1987 and has a son, Calvin James (CJ), daughter-in-law Caiti and two grandchildren Cannon and Charlie. Dan also enjoys binge watching Netflix and Prime shows, ski vacations and any time spent in the mountains. He is an avid baseball fan and has played softball and golf most of his life. Dan and his family are active members at First Baptist Church of Arlington, where he is a member of the choir and contemporary praise team and a Sunday School teacher. Dan Dalton can be reached at https://p314consulting.com https://www.linkedin.com/in/dandaltonsphr About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Identify appropriate uses of personality assessments in hiring and performance management. Apply behavioral profile insights to improve onboarding and manager-employee communication. Evaluate team composition and organizational alignment using personality data.
In episode 242, Coffey talks with Lee Colan about rebuilding human connection in a technology-driven, hybrid workplace. They discuss the loneliness epidemic and its impact on employee wellbeing; differences between social isolation and emotional loneliness; remote work and the rise of frictionless digital experiences; Gallup and BetterUp data on workplace friendships and retention; the decline of socializing with coworkers outside work; practical rituals like high-low check-ins during meetings; the cultural effects of hybrid work and hot desking; personalization of workspaces to reinforce belonging; AI disruption of career paths and entry-level roles; the growing value of human-centered leadership skills; and a four-step model for building meaningful professional relationships. Lee Colan's next book “The Connection Key: How to Unlock Your Positive Impact and Enhanced Wellbeing” releases in September. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP242 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Lee J. Colan, Ph.D. is Lee is an organizational psychologist and CEO advisor. He possesses a rare combination of skills as a corporate executive, business consultant, thought leader, prolific author, artful facilitator, and engaging presenter. Lee applies an in-depth understanding of business, science, people, and organizations to help leaders and organizations grow. As a result, he quickly helps leaders bring order where there is chaos, clarity where there is ambiguity and growth where there is decline. Lee is a John C. Maxwell Leadership Award finalist and Thinkers50 nominee for Top Management Thinker globally. He has authored 16 popular leadership books that have been translated into 10 languages, including the bestselling Engaging the Hearts and Minds of All Your Employees, Stick with It: Mastering the Art of Adherence and Healthy Leadership. He has also created over 50 products that equip and encourage leaders at every level. Expertise CEO advisement, executive coaching, strategy planning and execution, employee engagement, keynote speaking, leadership training. Education Doctoral degree, Organizational Psychology, George Washington University Bachelor's degree, Psychology and Communications, Summa Cum Laude, Florida State University Background Lee brings 25 years of hands-on industry and consulting experience to his clients. He worked in various leadership roles with American Airlines, Sandoz (Novartis) and FoxMeyer (McKesson). He also held consulting positions with two premier firms: Booz, Allen & Hamilton and Mercer. His last corporate post was as Vice President for Physician Reliance Network (U.S. Oncology), one of the fastest growing NASDAQ companies at the time. Lee currently serves as an Independent Director and member of the Personnel Committee for Pacific Seafood Group, the largest vertically integrated seafood company in North America. He is a former director for Aztec Systems who was ultimately sold to a private equity firm. He also served on the Advisory Board for ASSET InterTech who was acquired in 2021 by Constellation Software. Lee Colan can be reached at https://thelgroup.com https://www.linkedin.com/in/leecolan https://www.facebook.com/TheLGroupInc https://www.instagram.com/leecolan https://www.youtube.com/user/LeeJColan About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 29 years are empty nesters in Fort Worth. Learning Objectives: Identify the business impact of workplace loneliness and disconnection. Apply a simple four-step model to strengthen team relationships. Embed connection-building rituals into meetings and daily leadership practices.
In episode 241, Coffey talks with Neil Katz news and media items from the past month, including who HR is “for”, managing AI agents, and mental-health-related gaps in employment. They discuss HR's responsibility to conduct impartial workplace investigations based on evidence; the misconception that HR exists primarily as employee advocates; aligning HR strategy with revenue, margin, and organizational mission; the decline of transactional HR through automation and outsourcing; fractional HR leadership for small and midsize businesses; managing autonomous AI agents within organizational structures; developing AI operational literacy and new leadership competencies; redefining KPIs in an AI-enabled workplace; and best practices for addressing employment gaps during hiring. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP241 Media mentioned in this podcast: If HR Isn't There to Help You, Who Is HR For? — Dallas Employment Lawyer Blog — February 9, 2026 To Thrive in the AI Era, Companies Need Agent Managers How do explain a gap year taken for mental health. : r/jobsearchhacks Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Neil Katz is the founder and CEO of Exceptional HR Solutions, a leading provider of fractional HR leadership for small and mid-sized businesses across the U.S. With over 25 years of experience at the intersection of people and business strategy, Neil leads a national team of 20+ seasoned HR partners dedicated to helping companies scale, evolve, and thrive. His firm delivers end-to-end HR solutions—from talent acquisition and organizational development to compliance, culture, and leadership alignment. Under Neil's leadership, Exceptional HR Solutions has become a go-to resource for growth-focused companies in industries ranging from retail and healthcare to manufacturing, technology, and professional services. He is widely recognized for building agile, scalable HR infrastructures that empower leadership, strengthen teams, and deliver measurable business impact. While his primary focus is on growing Exceptional HR Solutions, Neil also serves selectively as an executive advisor, helping founders, CEOs, and leadership teams navigate strategic and organizational change. He holds an MBA from Amberton University, a BA in Business Administration from Texas Lutheran University, and advanced training in executive coaching from the University of Texas at Dallas. He is SHRM-certified and respected for his strategic insight and people-first leadership style. Neil is a frequent guest on industry podcasts and a sought-after speaker at conferences and webinars, where he shares practical insights on fractional leadership, scalable HR strategies, and the evolving role of human resources in high-growth environments. Outside of his professional work, Neil serves on the board of Hope International, a Dallas-based adoption agency, and previously served on the board of directors at Halo Senior Care, a for-profit business focused on elder care. He has also served with nonprofit organizations such as Gift of Adoption, reflecting his deep commitment to service and community. Neil Katz can be reached at https://exceptionalhrsolutions.com https://www.linkedin.com/company/exceptional-hr-solutions https://www.facebook.com/exceptionalhrS https://www.instagram.com/exceptional_hr_solutions_ https://twitter.com/exceptional_hrs https://www.youtube.com/@ExceptionalHRSolutions About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Understand how HR can balance legal compliance with business performance and employee trust. Identify emerging le...
In episode 240, Coffey talks with Yoram Solomon about motivating disengaged employees by building trust, increasing autonomy, and aligning intrinsic motivation with meaningful work. They discuss quiet quitting and job hugging trends in uncertain economic times; intrinsic versus extrinsic motivation using the car engine analogy; why pay and bonuses fail as long-term engagement strategies; the critical link between trust, autonomy, and employee engagement; why trustworthiness matters more than intelligence or effort; how micromanagement destroys creativity and productivity; designing roles that fit personality and tolerance for repetitive work; diagnosing turnover caused by boring or monotonous jobs; involving employees in organizational change initiatives; rebuilding lost trust through accountability and ownership; and why leadership should be treated as a profession rather than a promotion. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP240 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Dr. Yoram Solomon is one of the world's leading experts on trust. He's the author of The Book of Trust and The Trust Premium, host of The Trust Show podcast, and creator of the Trust Habits® process. A 3-time TEDx speaker and founder of the Innovation Culture Institute®, Dr. Solomon has worked with organizations like AT&T, Dannon, Northrop Grumman, and HR.com. His research-backed, no-BS approach challenges conventional wisdom on leadership, culture, and motivation—and replaces it with brutally honest, practical strategies that actually work. With a PhD in organization and management, and a background that spans tech, military, law, and education, he brings a rare combination of academic depth and real-world experience. Whether he's on stage, on TV, or in the boardroom, his message is simple: trust isn't fluffy—it's measurable, learnable, and the most powerful driver of performance. Dr. Yoram Solomon can be reached at: https://www.yoramsolomon.com https://www.linkedin.com/in/yoramsolomon https://www.instagram.com/yoramsolomon https://www.facebook.com/TheBookofTrust https://x.com/yoramsolomon https://www.youtube.com/@TheTrustShow About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Differentiate between intrinsic and extrinsic motivation in workplace performance. Identify how trust and autonomy directly impact employee engagement and retention. Apply practical strategies to rebuild trust and increase motivation during organizational change.
Loyalty programs can drive real value, but in health care, they also carry real risk. In this episode, hosts Brad and Michael, joined by partner Jay Reyero, share the story of a growing multi-location med spa working to strengthen patient engagement and retention. When the team considers adding a refer‑a‑friend program, they encounter a major obstacle: incentives can create compliance risk in health care. Tune in to learn why referral programs raise legal concerns and how med spas can structure a compliant loyalty program. Explore low-risk ways to reward advocates and implement strategies that drive growth, compliance, and long-term success. Chapters[00:00] Intro[00:59] Banter [04:52] Story [16:08] Access+ [16:47] Legal Takeaways [29:15] OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
Academic freedom in the U.S. is increasingly under attack. In this episode, Kent Kaufman joins us to discuss the legal and contractual origins of, current threats to, and the social benefits resulting from maintaining academic freedom. Kent is an Associate Professor of Business Law and MBA Programs Faculty Liaison in the Department of Economics and Finance at Purdue University. He is also the author of Navigating Choppy Waters: Key Legal Issues College Faculty Need to Know. A transcript of this episode and show notes may be found at http://teaforteaching.com.
In episode 239, Coffey talks with Carrie Fabris about why organizations seem to revisit the same issues repeatedly and how leaders can solve them for good through better communication, alignment, and accountability. They discuss ineffective workplace communication and recurring problems; intuitive leadership versus inclusive decision-making; defining root causes instead of treating symptoms; creating buy-in through clarity, trust, and shared language; productive conflict and psychological safety on teams; accountability, execution, and avoiding chaos in organizations; leadership energy, burnout prevention, and sustainable performance. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP239 Carrie's book “ALL IN: A Working Mom's Unapologetic Quest for a Juicy Life” can be found here https://www.carriefabris.com/bookstore Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Carrie Fabris is the founder and CEO of CareerFrame, a leadership development and executive coaching firm that helps high-performing leaders become energized, aligned, and execution-focused. Known for her fast trust and bold clarity, Carrie works with VPs and executive teams navigating growth, succession, and culture shifts. She brings 20+ years of corporate experience with companies like Google, Travelocity, and Sabre—and for the past 10 years, coaches and advises leaders using her signature FRAMEit Method™, which blends CliftonStrengths®, EQ-i®, Situational Leadership and real-world leadership systems that emphasize a whole-human leadership approach to bring balance for busy people leaders. Carrie is especially passionate about helping leaders have hard conversations, build trust fast, communicate effectively and create accountability that actually energizes. She graduated from UT Austin and resides in Dallas, TX. Carrie Fabris can be reached at https://www.careerframe.com https://www.linkedin.com/in/cfabris-reframe-coaching-training https://www.carriefabris.com/bookstore https://www.instagram.com/cdfabris https://www.facebook.com/chiefreframer https://x.com/yourcareerframe hello@carriefabris.com About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Identify why unresolved communication leads to recurring organizational problems. Apply practical leadership behaviors that create alignment, buy-in, and accountability. Use frameworks and assessments to improve problem solving, execution, and team trust.
When patients want to record their medical consultations, where does convenience end and legal risk begin? In this episode, hosts Brad and Michael share the story of a plastic surgeon caught off guard when a new patient insisted on using an AI assistant to record their consult. What starts as an awkward moment quickly raises bigger questions about consent laws, practice policies, privacy, and patient expectations. Tune in to learn how state recording laws intersect with internal practice rules, why “legal” does not always mean “allowed,” and what health care practices should consider before recordings become part of everyday care. Discover how you can protect your practice and maintain patient trust in an increasingly AI-driven world. Chapters 00:00 Intro 00:50 Banter 05:27 Story 13:11 Access+ 13:48 Legal Takeaways 30:25 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
This week we chat with Felix Levine!Felix is an entrepreneur, investor, and media operator who began his career in podcasting back in 2019—recording interviews straight out of his freshman-year dorm room at UC Santa Barbara.After transferring to Boston University, where he earned a dual degree in Business Law and Management, Felix spent his college years traveling the country interviewing everyone from high-growth founders and world champion athletes to creators, reality TV stars, and even figures from the criminal underworld.Drawn early to entrepreneurship and venture, Felix knew a traditional career path wasn't for him. After graduating, he went all-in on the podcast, which eventually led to the launch of Lynx, an events and tech company. While Lynx ultimately failed, it became one of his most formative experiences and clarified his desire to operate on the investor side of the table.Around that time, Felix met his business partner Brett and joined Bulletpitch, where he became a partner focused on bringing creators onto cap tables and bridging the gap between venture capital and the creator economy. Today, Felix is helping build a next-generation venture platform—one that uses creator influence not just for deal flow, but as a core de-risking mechanism for early-stage companies.✨ This episode is presented by Brex.Brex: brex.com/trailblazerspodThis episode is supported by RocketReach, Gusto, OpenPhone & Athena.RocketReach: rocketreach.co/trailblazersGusto: gusto.com/trailblazersQuo: Quo.com/trailblazersAthena: athenago.me/Erica-WengerFollow Us!Felix LevineOlder Hotter Wiser @thetrailblazerspod: Instagram, YouTube, TikTokErica Wenger: @erica_wenger
1424 He's the legal shield behind countless successful businesses, guiding entrepreneurs through the legal minefields they never saw coming. From startup structure to contract clarity, he's the business attorney every entrepreneur needs in their corner. Please welcome Matthew Fornaro to the show!Website: https://www.fornarolegal.comSocial Media: FornaroLegal.com, LinkedIn.com/in/MatthewFornaro, https://www.instagram.com/fornaro_legal/, https://www.facebook.com/fornarolegal/, https://www.tiktok.com/@fornarolegal, https://x.com/FornaroLegal, https://www.linkedin.com/company/16239137/________ Go to www.BusinessBros.biz to be a guest on the show or to find out more on how we can help you get more customers! #Businesspodcasts #smallbusinesspodcast #businessstrategies #businesseducation #businesspodcast #businessmodel #growthmarketing #businesshelp #podcastinglife #successgoals #wealthcreation #marketingcoach #smallbusinesstips #businessmarketing #marketingconsultant #entrepreneurtips #businessstrategy #growyourbusinessWant to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/6164371927990272
In episode 238, Coffey talks with Joseph Fuller about how skills-based hiring is reshaping recruiting, workforce development, and talent strategy in the age of AI. They discuss defining skills-based hiring beyond degree proxies; redesigning recruiting and applicant tracking systems; training hiring managers to reduce bias and risk aversion; using AI, simulations, and assessments to evaluate real skills; improving onboarding for nontraditional hires; addressing automation's impact on entry-level roles; balancing degrees, credentials, and experiential learning; and elevating social and learning skills as core capabilities in the future workforce. For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP238 Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Joseph Fuller is Professor of Management Practice at the Harvard Business School and one of the nation's leading authorities on the future of work. He co-leads the Managing the Future of Work Project at Harvard Business School. He creates research of direct relevance to decision makers in business and government, including the impact of technology and demographic changes on the workforce, the rise of the gig economy, global talent flows, and the emergence of the care economy. The Managing the Future of Work podcast that he co-hosts has been downloaded over 2 million times. He also co-leads the Harvard Project on the Workforce, a collaboration between the Harvard schools of business, government and education. It focuses on issues related to lower skilled workers, including career pathways and the causes of income polarization and occupational segregation. Prior to joining the faculty, he was a founder, first employee and long-time CEO of the global strategy consulting firm Monitor Group, now Monitor-Deloitte. Joe is a widely published author. His work has appeared in the Harvard Business Review, the Sloan Management Review, the Wall Street Journal, the Financial Times, the Washington Post and the New York Times. Joe is a magna cum laude graduate of Harvard College and of Harvard Business School. He is a director of Aera Technology, Hakluyt and Company and Helios Consulting, Chairman of the Board of Trustees of Western Governors University and a Senior Visiting Fellow at the American Enterprise Institute. Joseph Fuller can be reached at https://www.hbs.edu/faculty/Pages/profile.aspx?facId=123284 Additional Resources: Charter Workplace Summit 2025: AI and entry-level workers The Future of Work Series: The Effects of AI on Talent Management and Workforce Development - Video | OpenAI Forum MINDWORKS Season 4 Transcripts – Aptima Season 4 transcript under the title “AI and the Future of Work” About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Understand what differentiates skills-based hiring from traditional credential-based recruiting Identify practical changes employers must make to hiring processes, interviews, and ATS systems Evaluate when college degrees add value and when alternative signals of capability are more effective
Something New! For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP237 In episode 237, Coffey and DeDe Church discuss recent news items about how shifting economic conditions, technology, and leadership gaps are reshaping the employment landscape. They discuss the realities of a “low-hire, low-fire” labor market; dehumanizing hiring processes and AI-driven recruiting tools; challenges facing early-career workers and liberal arts graduates; emerging roles created by artificial intelligence; the growing importance of soft skills like problem solving and communication; workforce restructuring, layoffs, and job hugging; employee disengagement and the great detachment; why strong frontline workers often struggle as supervisors; the risks of promoting without leadership training; transparency, feedback, and promotion decisions; and how kindness, accountability, and continuous feedback drive engagement. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for three quarters of a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. Media mentioned in this podcast: From AI bubble fears to the job market's ‘Great Freeze': Economists answer your biggest questions about 2026 Private-Sector Hiring Turned Positive in December After November Losses Private Hiring Sank in November, ADP Says US Bureau of Labor Statistics Occupational Outlook Handbook: Fastest Growing Occupations The 2026 Job Market Outlook: Where the Jobs Are Economists Are Studying the Slowing Job Market—and Feeling It Themselves When Good Frontline Workers Make Bad Supervisors Is Your Leadership Style Too Nice? The Friendship Recession: The Lost Art of Connecting Use Situation-Behavior-Impact (SBI)™ to Understand Intent About our Guest: DeDe Church is an attorney, employee relations counselor, workplace and University investigator, and nationally recognized trainer with more than 30 years of experience. She has trained thousands of employees and managers on how to create a productive, respectful culture for clients ranging from Fortune 50 companies to her favorite local pizza shop. Known for her humor and practicality, DeDe is often invited and then re-invited to deliver her high-energy workshops at distinguished conferences and to create videos for employee onboarding and annual training. As an expert investigator, DeDe relies upon a depth of knowledge to find the facts without causing unnecessary disturbances. Witnesses often say they feel at ease when talking with her because of her approachable nature. In addition, DeDe is often retained to review investigation procedures and to train in-house HR and University professionals on investigation best practices. In recognition of her skills, DeDe has been retained to testify as an expert witness in employment cases more than 20 times by organizations including Uber, BP, and MD Anderson Cancer Center. DeDe is a former Senior Assistant Attorney General for the State of Texas in the Civil Rights/General Litigation Division. During almost seven years there, she advised dozens of state agencies on the proper response to employee complaints, represented the State in over 30 trials involving discrimination in the workplace, and successfully argued before the Fifth Circuit Court of Appeals and the Texas Supreme Court. DeDe received the prestigious Presidential Citation from the President of the Texas State Bar in recognition of outstanding service to the citizens of Texas. Her Bachelor of Arts degree is from Louisiana State University, magna cum laude, and she received a Doctorate of Jurisprudence with Honors from the University of North Carolina School of Law in Chapel Hill, North Carolina. DeDe Church can be reached at www.dedechurch.com https://www.linkedin.com/in/dede-wilburn-church-a71b748/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been rec...
Something New! For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP236 In episode 236, the second part of a two-part conversation, Coffey continues his discussion with Jacob Morgan about building future-ready organizations by balancing empathy, performance, and technology in the modern workplace. They discuss misalignment between employee expectations and career outcomes; long work hours versus work-life balance tradeoffs; honesty in company culture and career paths; the eight laws for future-ready organizations; decoding the human signal in leadership; empathetic excellence as a talent framework; learning as the new job security; flexibility in career design; people-first leadership principles; the role of leaders in shaping employee experience; using AI and technology to amplify humanity; risks of over-indexing on empathy; managing performance during personal hardship; AI augmentation versus job replacement; and why organizational redesign must precede true AI transformation. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Jacob Morgan is an international best-selling author, professionally trained futurist, and keynote speaker. He also runs "Future of Work Leaders," an exclusive network of the world's top CHROs shaping the future of work and employee experience. His passion and mission is to create future-ready leaders, employees, and organizations. Jacob's work has been endorsed by the CEOs of Mastercard, Best Buy, Unilever, The Ritz Carlton, Nestle, Cisco, Audi, and many others. He has a popular podcast called Future-Ready Leadership With Jacob Morgan and lives in Los Angeles with his wife, two kids, and two Yorkie rescue dogs. Jacob Morgan can be reached at https://thefutureorganization.com/ https://www.linkedin.com/in/jacobmorgan8/ https://x.com/jacobm https://www.youtube.com/@JacobMorgan https://www.instagram.com/jacobmorgan8/ https://www.facebook.com/JacobMorgan8/ https://greatleadership.substack.com/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Understand how misaligned expectations between employees and organizations undermine performance and engagement Evaluate talent using the empathetic excellence framework of competence, merit, and empathy Apply practical leadership approaches to balance empathy with accountability Explain the eight laws that define a future-ready organization Assess how AI and technology can augment human capability rather than replace it
In this episode, ByrdAdatto partner Jay Reyero joins the podcast to share the story of a physician who built a thriving concierge medicine practice. When a chronically late and frequently canceling patient pushed the limits, the practice faced a critical question: Can you charge for no-shows without risking compliance? Tune in for legal and practical considerations behind implementing cancellation policies, from Medicare rules to best practices for communicating with patients and training staff. Learn how to address no-shows in a way that protects your practice's time, revenue, and compliance. Chapters00:00 Intro01:47 Banter 06:39 Story 15:55 Access+ 16:34 Legal Takeaways 28:39 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
Something New! For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP235 In episode 235, the first part of a two-part conversation, Coffey talks with Jacob Morgan about building a future-ready organization by redesigning employee experience as a leadership system rather than a collection of perks. They discuss the role of futurists and foresight frameworks in business strategy; decoding human signals to anticipate workforce change; why employee experience must balance empathy, competence, and merit; failures of perk-driven engagement models; employee agency and co-creation of the workplace experience; structural work design versus superficial engagement tactics; leadership accountability in shaping culture; using technology and AI to amplify human capability rather than replace it; aligning expectations between employees and organizations in a post-pandemic workforce. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Jacob Morgan is an international best-selling author, professionally trained futurist, and keynote speaker. He also runs "Future of Work Leaders," an exclusive network of the world's top CHROs shaping the future of work and employee experience. His passion and mission is to create future-ready leaders, employees, and organizations. Jacob's work has been endorsed by the CEOs of Mastercard, Best Buy, Unilever, The Ritz Carlton, Nestle, Cisco, Audi, and many others. He has a popular podcast called Future-Ready Leadership With Jacob Morgan and lives in Los Angeles with his wife, two kids, and two Yorkie rescue dogs. Jacob Morgan can be reached at https://thefutureorganization.com/ https://www.linkedin.com/in/jacobmorgan8/ https://x.com/jacobm https://www.youtube.com/@JacobMorgan https://www.instagram.com/jacobmorgan8/ https://www.facebook.com/JacobMorgan8/ https://greatleadership.substack.com/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth. Learning Objectives: Understand how foresight tools and human signals help leaders prepare for future workforce shifts Evaluate employee experience using the framework of empathetic excellence instead of perks or engagement scores Apply the eight laws of employee experience to build resilient, future-ready organizations
Wellness and longevity services are growing rapidly, with peptides creating new regulatory challenges for clinics. In this episode, Sam Pondrom, ByrdAdatto's newest partner, explains what practices need to know before offering peptides. Tune in to understand what peptides are, why they are increasingly popular, and how the FDA and state laws regulate their use. Get insights on compliance, sourcing, and risk management to help protect both patients and your practice. Chapters 00:00 Intro00:48 Banter05:15 Guest background10:13 How are elective practices navigating longevity services?13:30 What are peptides?15:13 What are the federal considerations for peptides?22:20 What are the state considerations for peptides?27:11 Access+27:54 Legal Takeaways29:34 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
This week on the award-winning Consumer Finance Monitor Podcast, host Alan Kaplinsky is joined by Senior Counsel Mark Levin and special guest Professor Mohsen Manesh for a powerful roundtable on one of today's most consequential topics: the SEC's new position on mandatory arbitration in corporate governance documents and how state law and market realities are shaping the future for consumer financial services companies, investors, and legal counsel. Meet the Speakers: Alan Kaplinsky - Host and Senior Counsel at Ballard Spahr's Consumer Financial Services Group, Alan brings decades of expertise in arbitration and class action waivers to the table. Mark Levin - A leading authority on arbitration provisions and regulatory compliance, Mark (now retired) was a seasoned attorney at Ballard Spahr and long-time collaborator with Alan. Mohsen Manesh - The L.L. Stewart Professor of Business Law at the University of Oregon, Mohsen is a nationally recognized legal scholar and co-author of a widely cited NYU Law Review article on shareholder arbitration clauses. In This Episode, the Panel Explores: The SEC's Policy Shift: Why the SEC now allows mandatory arbitration provisions in registration statements, and how the focus has moved to disclosure, not the substance, of arbitration clauses. State Law Challenges: How Delaware's SB 95 (DGCL 115(c)) bans arbitration provisions for federal securities law claims in corporate charters, and the legislative backstory behind this move. Federal vs. State Authority: The panel debates whether states like Delaware can lawfully prohibit shareholder arbitration in corporate charters without being preempted by the Federal Arbitration Act (FAA). Practical Guidance for Issuers: The importance for issuers of providing clear, plain-language disclosures about arbitration clauses and drafting these provisions conservatively while preserving statutory remedies to address current legal and regulatory challenges. Market Realities and Investor Response: Despite ongoing legal debates, public companies thus far have shown little interest in reincorporating elsewhere to enable arbitration provisions, as both shareholder demand for mandatory arbitration and management support for such proposals remain limited. Issuer and Investor Impact: While arbitration can offer faster, more efficient, and confidential dispute resolution and reduce costly class actions, it may also limit options for class-wide remedies and restrict investor recourse. What's Next? With the SEC's new stance and ongoing uncertainty about the interplay with state laws, the landscape for shareholder arbitration is in flux—and this episode breaks down the key issues you need to watch. Whether you're a legal professional, corporate executive, or investor, this episode delivers sharp insight and practical takeaways on regulatory trends that could reshape the field of consumer financial services. Consumer Finance Monitor is hosted by Alan Kaplinsky, Senior Counsel at Ballard Spahr, and the founder and former chair of the firm's Consumer Financial Services Group. We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry. Following this episode, Professor Mohsen Manesh released a new article, The Past, Present, and Likely Future of Shareholder Arbitration, which builds directly on the insights he shared on the podcast. The full paper is available here.
Something New! For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP234 In episode 234, Coffey talks with Lana Eyzips about building data-informed, strategic HR functions. They discuss why HR is often excluded from strategic planning; shifting HR from reactive firefighter to proactive advisor; building credibility through relationships rather than titles; translating people data into business and revenue impact; onboarding priorities for new HR leaders; compliance as a driver of culture and ethics; balancing HR's role with leaders and employees; using data to influence executive decisions; the Light Bulb Method for strategic HR problem-solving; DEI framed through business outcomes; psychological safety and trust in organizations; and the future of HR with AI governance and automation. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest: Lana Eyzips, M.A., PHR is a senior HR leader and business psychology consultant with over 17 years of HR experience helping organizations turn people challenges into strategic growth. She's the creator of The Lightbulb Method™, a practical framework that connects people, data, and culture to drive results leaders can actually see. With a master's in Industrial and Organizational Psychology and deep experience across industries, from healthcare and credit unions to manufacturing and nonprofits, Lana brings a rare blend of compliance expertise, behavioral insight, and cross-cultural perspective. Her work focuses on helping leaders build credibility, navigate change, and create cultures rooted in trust, accountability, and clarity. Lana Eyzips can be reached at https://lanaeyzips.carrd.co/ https://www.linkedin.com/in/eyzipslana/ About Mike Coffey: Mike Coffey is an entrepreneur, licensed private investigator, consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make better decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Mike was recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been named the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas SHRM, the state HR association, where he serves Texas' 30 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County, where he is chair of the Workforce Readiness Committee; the Texas Association of Business, Texas' state chamber; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200). Mike and his very patient wife of 29 years are empty nesters in Fort Worth, where he teaches yoga several times each week. Learning Objectives: Explain why credibility is the foundation for HR's strategic influence Apply practical methods for building trust with executives and frontline leaders Use data, culture awareness, and psychology to frame people issues as business risks and opportunities