Podcasts about c suite

From facing seven years in prison at 17 to leading soldiers in Afghanistan, Jevon Wooden's story is more than a redemption arc—it's about owning your power the moment you realize you've still got one.In Part 1, Jevon, the author of "Functional to Phenomenal" and "Own Your Kingdom", opens up about growing up in one of America's poorest cities, learning to survive, and ultimately discovering his worth had nothing to do with money.Key Highlights of Our Interview:Veterans Day, Forever Changed“I watched six people die. A year later, my daughter was born on the same day.” When trauma and hope collide.From Pain to Purpose“That red flash in my nightmares? It stopped the day I forgave my father.” The invisible work behind healing.Coaching the “A-hole Executive”“He said, ‘I care—I just don't know how to show it.'” Helping leaders reconnect with their team, and themselves.Empathy ≠ Weakness“It's not about being soft—it's about being smart.” Why emotional intelligence is the hardest and most essential leadership skill.Watch Your Patterns“Triggers tell the truth. Learn what sets you off—before it costs your team.” The self-awareness most leaders skip._____________________Connect with us:Host: Vince Chan | Guest: Jevon Wooden  --Chief Change Officer--Change Ambitiously. Outgrow Yourself.Open a World of Expansive Human Intelligencefor Transformation Gurus, Black Sheep,Unsung Visionaries & Bold Hearts.12 Million+ All-Time Downloads.Reaching 80+ Countries Daily.Global Top 3% Podcast.Top 10 US Business.Top 1 US Careers.>>>140,000+ are outgrowing. Act Today.

From facing seven years in prison at 17 to leading soldiers in Afghanistan, Jevon Wooden's story is more than a redemption arc—it's about owning your power the moment you realize you've still got one.In Part 1, Jevon, the author of "Functional to Phenomenal" and "Own Your Kingdom", opens up about growing up in one of America's poorest cities, learning to survive, and ultimately discovering his worth had nothing to do with money.Key Highlights of Our Interview:The Wrong Crowd, the Right Wake-Up Call“I wasn't guilty that night, but I was heading there fast.” How one arrest changed everything.A Mother's Sacrifice“She offered to put up her house to get me a lawyer.” The first lesson in love, empathy, and accountability.From Janitor to Army Leader“I worked two full-time jobs before choosing the military.” Why service gave him more than stability—it gave him purpose.Not Just Discipline, But Discovery“In the Army, I learned I was a leader—and I didn't need rank to prove it.”The Value Shift“I realized value isn't what you wear—it's what you give.” How he redefined self-worth from the ground up._____________________Connect with us:Host: Vince Chan | Guest: Jevon Wooden  --Chief Change Officer--Change Ambitiously. Outgrow Yourself.Open a World of Expansive Human Intelligencefor Transformation Gurus, Black Sheep,Unsung Visionaries & Bold Hearts.12 Million+ All-Time Downloads.Reaching 80+ Countries Daily.Global Top 3% Podcast.Top 10 US Business.Top 1 US Careers.>>>140,000+ are outgrowing. Act Today.

#351 This episode of Millionaire University features an introduction to the world of fractional C-Suite businesses with Corey Swann, a fractional Chief Marketing Officer business owner. The fractional C-Suite is a booming industry with new experts entering the field every day. But a good fCMO can't just be anybody off the street. There is a lot of expertise and strategizing that goes into being a true fCMO but there are many different pathways that can be followed to work towards opening an fCMO practice. If you feel like the marketing pathway is the one for you and your business, then this episode is for you! (Original Air Date - 3/6/24) What we discuss with Corey: + What is the Fractional C-Suite? + What does a fCMO do? + Who uses them? + Pricing your services + What does an engagement with a client look like? + The scalability of an fCMO practice + A day in the life of an fCMO + What's the future of the fractional C-Suite? + The first step you should take if you think you want to be a fCMO Thank you, Corey! To connect with Cory, click here! If you enjoyed this episode with Corey, let us know by clicking on any of the links below to send him a quick shout-out! For more information go to MillionaireUniversity.com To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Drop In CEO podcast, Dr. Frank Buck, an organizational and time management expert, shares his journey from being a junior high band director to a renowned educational administrator and author. The conversation dives into practical and actionable advice on managing both digital and paper information. Frank introduces tools and techniques for boosting productivity, such as the Tickler file for organizing paperwork and AI tools like chat GPT and Remember The Milk for digital tasks. Additionally, the discussion covers innovative methods for turning handwritten notes into digital text, thereby bridging the gap between traditional and digital organizational methods. Deb and Frank emphasize the importance of having structured systems to delegate, forget, and manage tasks efficiently, ultimately enabling leaders to focus on more significant aspects of their careers and lives. Episode Highlights: 02:53 Frank Buck's Journey and Organizational Insights 05:01 The Power of Forgetting and Task Management 07:24 Digital Tools for Organization 21:02 Leveraging AI for Efficiency Most people are overwhelmed by the amount of paper and digital information in their lives. Frank Buck makes organization easy so you can increase productivity, decrease stress, and enjoy life. Global Gurus ranked Frank #1 in the world in the "Time Management" category for 2019, 2020, 2021, and 2022. He is the author of the books Get Organized!: Time Management for School Leaders and Get Organized Digitally!: The Educator's Guide to Time Management. Connect with Frank Buck:Company Website: FrankBuck.orgLinkedIn: linkedin.com/in/drfrankbuckTwitter: @DrFrankBuckInstagram: @DrFrankBuckFacebook: @DrFrankBuckBluesky: @frankbuck.org For More Insights from The Drop In CEO:

This is an encore podcast presentation previously aired on January 24th, 2025. In today's episode, we're diving into HR's evolving role as a strategic force in the C-Suite. While the conversation around “getting a seat at the table” isn't new, what's changing is how HR is showing up—and standing out—as a key driver of business strategy. Joining us is KeyAnna Schmiedl, Chief Human Experiences Officer at Workhuman, whose work has been recognized by Forbes, Business Insider, and the Diversity Journal. Together, we'll explore how HR leaders can add value to executive-level conversations, elevate the human experience, and empower their teams for long-term impact. If you're ready to rethink what HR leadership looks like in 2025 and beyond, this episode is for you. Let's get started.

Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Whitney Otto. In this conversation, Sandee Sgarlata interviews Whitney Otto, a US world rowing champion and therapist, about the complexities of body image, especially in the context of sports. Whitney shares her journey from being an athlete to a therapist, emphasizing the importance of understanding and addressing body image issues. They discuss how sports can shape personal development, the impact of societal standards on body image, and the necessity of compassion and support systems in overcoming negative perceptions. Whitney offers practical strategies for shifting perspectives on body image and highlights the importance of seeking professional help for those struggling with these issues.Guest Bio: Whitney Otto is a US world rowing champion and 2000 Olympic alternate who pivoted her skill and passion into helping individuals and teams achieve their goals through leadership development and clinical intervention. She holds a BA from Brown University, an MA in counseling psychology from Lesley University, and a Professional Coaching Certification from The Coaches Training Institute. Her clinical perspectives are informed by over a decade of experience treating eating disorders. Her inspiring and collaborative style was further honed through years of experience serving as a Master coach for physicians, elite athletes, entrepreneurs and C-Suite executives. Whitney serves as a Master Performance Coach and consultant at Valor Performance, and coach for R3 Continuum serving  Senior level clients at Deloitte.  Whitney also serves as Group Guide for CHIEF. She is the co-host of UNTRAINED, a podcast that launched in January of 2023 focusing on giving the tools and mindsets needed to help corporate executives “untrain” from toxic mindsets and perspectives that result in professional success at personal expense.Takeaways:Whitney Otto transitioned from athlete to therapist to help others.Body image issues often stem from societal and familial pressures.Compassion is crucial for high performers dealing with body image.Negative body image can drain energy and affect performance.Understanding body image is about perception, not just physicality.Curiosity about feelings can lead to healthier body image.Support systems are essential for athletes facing body image challenges.Childhood experiences significantly influence adult body image.It's important to shift from self-criticism to self-compassion.Professional help can provide necessary support for body image issues.Connect with Whitney:Website: http://bodyimageinsideout.com/ Instagram: https://www.instagram.com/bodyimageinsideout/LinkedIn: https://www.linkedin.com/in/whitneylpost/Connect with Sandee: Website: www.sandeesgarlata.comPodcast: www.happinesssolved.comFacebook: www.facebook.com/coachsandeesgarlataTwitter: www.twitter.com/sandeesgarlataInstagram: www.instagram.com/coachsandeesgarlata

Today I'm joined by someone that I met over 3 years ago. We connected on LinkedIn and ended up grabbing coffee a few different times. He & I talked a lot about life and business and realized we knew a lot of the same people. St. Louis is a small town at the core where everyone knows everyone. One of the times we met, he had been telling me about a new idea for a business venture that he and his business partner had. It ended up coming to life about a year and a half ago, so it's pretty cool to see this come full circle. My guest today is Clint Overton. He is a Founder & Managing Partner at Boardroom Bullpen & Co-Founder/Partner/COO at Mercury CRM Solutions.Clint's Bio:Professional Services Firm Founder. Executive Operator. Mentor. Salesforce Strategist.Clint Overton is a Trusted Advisor to Startups, Small and Mid Market Businesses offering a Unique Professional Services Platform that delivers the right resources at the right time and the right price. After a long and successful career as an executive professional with 20+ years of Executive Operations Leadership experience specializing in business transformation and delivering operational excellence in companies spanning INC 5000 to Fortune 100, Clint decided to bring his years of experience to help Founders and CEOs achieve their Vision and Goals.

Scott Balfour has some simple career advice for his three sons: stay humble, work hard and be kind. It's what he learned from his mother and grandmother and he maintains those “fundamental skills” have been the most important throughout his career. Born and raised in Oakville, Ontario, Balfour spent a year working on the assembly line at the local Ford plant before returning to Laurier University to complete his degree. He went on to work in commercial banking, corporate finance and infrastructure development before pivoting to the energy sector, becoming president and CEO of Emera. The Halifax-headquartered energy company serves more than 2.5 million customers across Canada, the United States and the Caribbean.At Emera, Balfour has been at the forefront of the industry's transformation, overseeing the company's shift towards more renewable energy sources and modernizing its energy mix. He has navigated the complexities of policy, regulation, and customer needs, all while maintaining a commitment to reliability, affordability, and environmental stewardship. Listen to his full conversation – including his hopes for Canada's future – on the Speaking of Business podcast with Goldy Hyder. Revealing conversations with influential innovators, entrepreneurs and leaders. Listen to more episodes here: thebusinesscouncil.ca/podcasts/

Why has the gender pay gap stalled, and what does it take for women to break into leadership? In this episode of Comp & Coffee, Ruth Thomas sits down with Payscale's Chief People Officer, Lexi Clarke, and Chief Customer Officer, Kate Peter, to explore the latest findings from the 2025 Gender Pay Gap Report. They discuss the challenges women face in leadership, the role of pay transparency, and what businesses can do to close the gap. Grab your coffee and join us for this important conversation!Key Highlights• Discussion of the persistent gender pay gap and the role of pay transparency in addressing this issue.• Insights from Lexi and Kate on navigating leadership roles as women and overcoming challenges in male-dominated industries.• Analysis of factors contributing to the stalling of pay gap improvements since 2022, with a focus on systemic issues and political influences.• Examination of the motherhood penalty and its impact on women's career trajectories.• The importance of having a "personal board of directors" and being authentic in leadership roles.Quotes• "I want to show her what strong looks like. I want to be messy in front of her and show her that you can lead authentically." – Kate Peter• "You can't unsee the data once you have it, and then you want to act on it." – Ruth Thomas• "Being authentic is my way of making sure I'm doing my best work." – Lexi ClarkeReferencesPayscale's 2025 Gender Pay Gap Report

How can leaders create social contracts that foster true team accountability and shared success?In this episode, Bill and guest Keith Ferrazzi explore the importance of moving beyond traditional leadership towards a model of “teamship,” where teams hold themselves and each other accountable. Keith also shares insights about the power of vulnerability and candor, and practical exercises like the “stress test” to build high-performing teams. Keith Ferrazzi is a powerhouse thought leader and author who's redefining how we connect and collaborate. His latest book is Never Lead Alone.Topics explored in this episode: (02:27) From Networking to Vulnerability* Vulnerability is the key to authentic relationships—even in business settings.(06:08) Building Co-Elevating Teams* The goal is not just psychological safety, but teams that push each other to succeed.(10:37) Practices That Change Culture* Teams need a social contract and regular “stress tests” to challenge each other productively.* Keith's early exposure to empowered teams in manufacturing shaped his view of leadership.* Siloed work structures limit innovation and responsiveness in today's fast-paced world.(20:53) Candor with Compassion* Candor must serve others' success, not be used as a blunt instrument.(34:29) Redesigning Work in an AI World* Keith advocates for rethinking workflows from the ground up—not just slapping AI on top.Thanks to Keith Ferrazzi for being on the show! Learn more about Keith: http://keithferrazzi.comGet Keith's book: Never Lead Alone: 10 Shifts from Leadership to Teamship: https://www.amazon.com/dp/0063412578/ Connect with Keith on LinkedIn: https://www.linkedin.com/in/keithferrazzi/ Bill Gallagher, Scaling Coach and host of the Scaling Up Business podcast, is an international business coach who works with C-Suite leaders to achieve breakthrough growth. Join Bill in the Growth Navigator Coaching Program: https://ScalingCoach.com/workshop Bill on LinkedIn: https://www.LinkedIn.com/in/BillGallBill on YouTube: https://www.YouTube.com/@BillGallagherScalingCoach Visit https://ScalingUp.com to learn more about Verne Harnish, our team of Scaling Up Coaches, and the Scaling Up Performance Platform, which includes coaching, learning, software, and summit. We share how the fastest-growing companies succeed where so many others fail. We help leadership teams with the biggest decisions around people, strategy, execution, and cash so that they can scale up successfully and beat the odds of business growth. Did you enjoy today's episode? If so, then please leave a review! Help other business leaders discover Scaling Up Business with Bill Gallagher so they, too, can benefit from the ideas shared in these podcasts.Subscribe via Spotify: https://spoti.fi/3PGhWPJSubscribe via Apple Podcasts:

Are we in a modern renaissance? Kevin welcomes Dr. Christie Smith to discuss the major shifts impacting leadership today, including distributed teams, AI, workforce expectations, and global uncertainties. Dr. Smith introduces the concept of gray-collar workers, a growing segment of the workforce that combines blue- and white-collar roles and explains why traditional leadership models are no longer adequate. She also breaks down the Essential Leadership Flywheel, which advances beyond emotional intelligence to emotional maturity. This focuses on suspending self-interest, fostering curiosity, and genuinely understanding the context in which employees operate. Listen For 00:00 Introduction and Podcast Overview 01:01 Kevin's Book Flexible Leadership 01:56 Meet Dr. Christie Smith 03:06 The Journey Behind the Book 04:24 Early Influences and Advocacy 05:24 Why Now The Timing of the Book 07:19 Framing Leadership in a Complex World 08:20 Leadership is Hard 10:23 The Challenge of Polarization 12:33 A Modern Renaissance Hope and Opportunity 14:27 Leadership and the Human Centered Workplace 15:31 Centering Humans in the Digital Age 16:55 Defining Gray Collar Workers 19:05 Empowerment and Gray Collar Jobs 20:28 Four Human Needs in the Workplace 21:00 The Power of Agency in Leadership 22:15 From Emotional Intelligence to Emotional Maturity 24:24 Essential Leadership Flywheel 25:21 Suspending Self Interest as a Leader 26:22 Why Leadership Trust is Declining 28:02 Investing in People Drives Results 29:09 Contextual Competence A Modern Imperative 30:53 Flexibility Empathy and Humanity at Work 32:18 Rapid Fire Fun and Reading 34:30 Learn More About Christie and the Book 35:57 The Final Question Now What  Christie's Story: Dr. Christie Smith is the co-author of Essential: How Distributed Teams, Generative AI, and Global Shifts Are Creating a New Human-Powered Leadership with Kelly Monahan. She has over 35 years of experience advising the C-Suite of Fortune 500 companies. She is the founder of The Humanity Studio™, a research and advisory institute dedicated to improving the way we live by revolutionizing the way we work. She has held global leadership positions at Deloitte, Apple, and Accenture as a highly respected expert in leadership, talent management, organizational design, workforce management, change management, and executive team performance. She is a highly sought-after speaker on business strategy, leadership and culture, DEI, people analytics, and the impact of workforce technologies and AI. Her work has been featured in The New York Times, The Wall Street Journal, and Harvard Business Review, to name a few. Christie received her doctorate in Clinical Social Work with a focus on leadership and culture from New York University. https://www.humanity.studio/ https://www.smith-monahan.com/ https://www.linkedin.com/in/christiesmithphd/ https://www.instagram.com/christiesmith.phd This Episode is brought to you by... Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.  Book Recommendations Essential: How Distributed Teams, Generative AI, and Global Shifts Are Creating a New Human-Powered Leadership by Christie Smith and Kelly Monahan The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About by Mel Robbins and Sawyer Robbins Winston Churchill Biography: Lessons from a Visionary Leader by Douglas Glenn Rohde Think Again: The Power of Knowing What You Don't Know by Adam Grant Like this? Building Workplaces Fit for Humans with David Brendel and Ryan Stelzer How Work Works Now with Michelle King Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP      

Jim Fielding is a respected leader and C-Suite veteran in brand strategy, consumer products and experiences, and storytelling. He has worked at some of the world's largest media and retail companies, including Disney, Dreamworks, and 20th Century Fox. He is a passionate advocate and philanthropist for the Queer Community, higher education, and diversity, equity and inclusion. As author of All Pride, No Ego (Wiley, Aug. 15, 2023), he is committed to safe and authentic spaces for all individuals and communities. Jim spends his time as an Executive Coach, Speaker, and Advocate now and gives back through his work with Braven Mentoring, the Indiana University Foundation Board, The Point Foundation, and various local community efforts in Atlanta.To know more about Jim visit his website: www.hijimfielding.comThis episode is sponsored by: The Outlier ProjectWebsite: https://www.theoutlierproject.live/LinkedIn: https://www.linkedin.com/company/theoutlierproject

Joe welcomes Tracy Newell, a seasoned tech leader, mentor, and former Fortune 500 executive, to discuss her new book Hers For the Taking: Your Path to the C-Suite and Beyond. Tracy shares her insights on the challenges and opportunities for women in corporate leadership, drawing from her 30+ years of experience.The conversation kicks off with a look at the current state of gender diversity in the C-suite, where Tracy highlights both progress and the work still to be done. She emphasizes the importance of mentorship, managing through influence, and the power of asking the right questions to advance your career. Tracy also delves into practical strategies for navigating the corporate "jungle gym," overcoming burnout, and balancing professional ambitions with personal priorities.Tune in for an inspiring and empowering discussion that challenges the status quo and redefines what's possible in the world of leadership.TRACEY NEWELL, former president of Informatica and board member, is a renowned business leader. She spearheaded Proofpoint's hypergrowth and held executive roles at Polycom, Juniper Networks, Webex, and Cisco. Recognized as a Top 100 Sales Leader, Tracey serves on multiple boards including Druva, DataRobot, and Sailpoint, and contributes to non-profit organizations.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Justin and his guest, Jeff Strege, Senior Director for Risk Management at Academy Sports + Outdoors, explore what led Jeff to risk management, and the path that led to Academy Sports + Outdoors within the sporting goods and outdoor retail space. Jeff comments on his work building out the ERM framework at Academy to improve claims management, employee safety, and liability prevention. Jeff shares his approach to workers' compensation and Academy Sports + Outdoors's goal to help the workers recover and return to work. In addition to career insights, they discuss Jeff's upcoming panel participation in HUB's webinar on April 17th, “From Defense to Prevention: Strengthening Your Liability Risk Management Approach,” covering topics such as third-party litigation funding and its impact on the industry.   Listen to Jeff's wisdom, born from experience, on managing your risk career. Key Takeaways: [:01] About RIMS and RIMScast. [:14] Registration is open for RISKWORLD 2025. Engage Today and Embrace Tomorrow with RIMS, from May 4th through May 7th in Chicago, Illinois. Register at RIMS.org/RISKWORLD. [:25] After you register, visit your App Store, search for RIMS Events, and download the RIMS Events App. Select RISKWORLD 2025, load the show onto your phone, and start building your RISKWORLD itinerary! [:41] About this episode of RIMScast. Our guest is former RIMS Houston Chapter President, Jeff Strege. We will talk about his career and how ERM continues to play a pivotal role today. [1:08] RIMS-CRMP Workshops! As part of RIMS's continuing strategic partnership with Purima, we have a two-day course coming up on April 22nd and 23rd. Links to these courses can be found through the Certification page of RIMS.org and this episode's show notes. [1:28] Virtual Workshops! On June 12th, Pat Saporito will host “Managing Data for ERM” and will return on June 26th to present the very popular new course, “Generative AI for Risk Management”. [1:45] A link to the full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's show notes. [1:56] RISKWORLD registration is open. Engage Today and Embrace Tomorrow, from May 4th through 7th in Chicago. Register at RIMS.org/RISKWORLD. Also, remember that there will be lots of pre-conference workshops being held in Chicago just ahead of RISKWORLD. [2:14] These courses include “Applying and Integrating ERM,” “Captives as an Alternate Risk Financing Technique,” “Contractual Risk Transfer,” “Fundamentals of Insurance,” “Fundamentals of Risk Management,” RIMS-CRMP Exam Prep, and more! The links are in the show notes. [2:33] The Spencer Educational Foundation is having a Flash Sale for sponsorships at RISKWORLD! Sponsorship pricing has been reduced for the Spencer-CNA Pickleball Social on Saturday, May 3rd, and the Spencer-Gallagher Golf Tournament on Sunday, May 4th. [2:51] Sponsorships are still available for the Spencer-Sedgwick 5K Fun Run on Tuesday, May 6th. Visit Spencered.org/riskworld2025 to learn about these opportunities and more. Also, reach out to Spencer's Executive Director Megan Miller at MMiller@Spencered.org. [3:13] Our guest today is Jeff Strege. He is the Senior Director for Risk Management at Academy Sports + Outdoors. Academy is one of the U.S.'s largest sporting goods and outdoor stores with 301 locations across 21 states, as of March 2025. [3:33] Jeff is also a long-time RIMS member. He's the former president of the RIMS Houston Chapter and is a RIMS-CRMP holder. [3:41] In addition to his outstanding resume, Jeff will be lending his insight to the RIMS Webinar on April 17th, presented by HUB in their Ready for Tomorrow series. It's called “From Defense to Prevention: Strengthening Your Liability Risk Management Approach.” A link is in the notes. [4:01] In today's RIMScast interview, we will discuss how ERM has played a role in his career and how he manages risk in so many locations at the Academy. We will get a preview of his upcoming appearance on the Hub webinar and his thoughts on third-party litigation funding and its impact. [4:27] Interview! Jeff Strege, welcome to RIMScast! [4:45] As a Houstonian, Jeff grew up with Academy Sports + Outdoors. He's a long-term customer. In September 2020, Jeff promoted himself from customer to team member, although he still is an avid customer of Academy. [5:07] As the Academy brand is so well-known and beloved in Texas, Jeff has had the Risk Director role on his radar for many years. He had told his wife many times that if that role ever opened up at Academy, he would want to talk to them. In mid-2020, it did, and here he is! [5:29] Academy has 301 stores across 21 states as of March 7, 2025, and is headquartered in Katy, Texas, a Western suburb of Houston. Jeff graduated from Katy High School. [6:23] Academy Sports + Outdoors sells fun. They say “Have fun out there.” The items Academy sells are intended to help people be outdoors and active. Academy does a lot of work around product safety with manufacturers and suppliers, making sure they're sourcing safe products. [6:45] Academy Sports + Outdoors sells firearms and ammunition. Its goal is to be the most responsible retailer of those items in the country. [7:13] Academy Sports is responsible for following the laws of 21 states. Jeff has worked for national, multi-national, and global organizations, so he has worked with similar requirements. [7:48] Jeff worked for Sysco twice, first in the 90s and then in 2016 in a risk role similar to his current role at Academy Sports. Sysco went on a growth initiative while Jeff was there the second time and it was fun to be part of that but he couldn't pass up the opening at Academy. [8:23] Academy Sports + Outdoors has a risk department of 10 who report to Jeff. Jeff oversees the Enterprise Risk Management framework, the Insurance and Data Analytic functions, the Safety functions, and the Claim Management functions. [8:50] Jeff has three direct reports and they have functional contributors who are assigned to and report to them. Jeff's management style is to find the best possible people he can find. He's not a micro-manager. All of his staff are solid professionals who are good at what they do. [9:14] That allows Jeff to focus on strategy and executing strategic objectives while the staff keeps things working from day to day. Jeff reports to the General Counsel. In other companies, Jeff has reported to the General Counsel, HR, Treasury, or Finance. [9:42] Risk can logically report up a variety of chains to the leadership of an organization, as it touches so many aspects of the business. [10:22] Relative to firearms sales, Academy Sports has a compliance team to manage the process. They do an outstanding job. [10:39] When Jeff arrived at Academy Sports, one of his charges was to mature the ERM framework across the various organizational functions. Having the opportunity to work on that made Jeff a student of the business, which is one of the Academy's values. [11:09] Coming into the business, Jeff was fortunate to receive a safety culture already well-entrenched in the distribution centers. That team has been retooled over the years and continues to evolve as it trains and supports the operators in safe practices in their work. [11:45] Academy workers' compensation goal is to help team members recover so they can come back to work. They take a deliberate approach to working with them so they get the treatment they need, their benefits are paid timely, and their questions are answered. [12:11] Academy made a TPA change a couple of years ago that's given them more proactive tools. Both safety and claims are processes that Academy Sports continues to fine-tune. [12:25] The foundational strategy is “safety first.” If you're talking about managing claims but not about safety, there's a miss there, in terms of managing risk. [13:01] Plug Time! During this interview, we discuss the RIMS Texas Regional Conference 2025, held from August 4th through the 6th in San Antonio, Texas, at the Henry  B. Gonzalez Convention Center. That's where we held RISKWORLD 2018. [13:22] The day of this episode's release, April 15th, is the day registration opens for the RIMS Texas Regional Conference. You can get the Advance Rate from now through May 16th, 2025. A link is in this episode's show notes. You can also visit the events page of RIMS.org to register. [13:43] If you will be in the Dallas/Fort Worth area on April 17th, be sure to stop by Lonestar Park for DFW RIMS's 7th Annual Night at the Races. It will be a blast! Guest, Member, and Student tickets are available. Visit DFWRIMS.org and the link in this episode's show notes. [14:12] Let's Return to My Interview with Former RIMS Houston Chapter President Jeff Strege! [14:32] Jeff arrived at Academy Sports on Monday, September 28, 2020, and the company executed its Initial Public Offering on Friday, October 2nd, 2020. In preparing for the IPO, the company had built an ERM framework that helped inform the prospectus for investors. [14:59] When Jeff joined, he was charged with taking the framework foundation and building upon it to round out how Academy Sports views risk, scopes it, and manages it across the organization. It was a fascinating process. [15:21] He's gotten to know many good, smart people who are driving aspects of the business. [15:28] Every year, Academy Sports looks at ways to enhance the framework, to make sure it's as meaningful and informative to the leadership team and board as it can be. [15:54] The framework looks at ISO standards but most of it is inward-focused within the business of Academy Sports. What's going on in the world? How do we prevent or prepare for it? Should something occur, what strategies do we have to respond, react to, and recover from it? [16:39] Before the recent tariffs were passed, the risk team had discussed tariffs generically. Tariffs appear as subsidiary risks in a few places within the framework. Nobody in an organization can control what government leaders do. [17:22] In a way, sporting goods is a seasonal industry. Academy Sports + Outdoors sells a variety of different things and operates in a variety of climates. There's a holiday season and there are gift-giving holidays. The seasons for outdoor activities differ depending on location. [17:54] In Texas, Jeff grills and fishes year-round. It's different in a Northern climate with four distinct seasons. Hunting seasons are specifically defined. The things Academy Sports sells peak at different times of the year and the peaks sort of offset themselves. [18:25] The Academy Sports merchandising teams are diligent and deliberate in how they plan for cycling products for the seasons. [18:44] Holiday is the big season. In that, Academy Sports is like other retailers. Back-to-school time is also important. [18:57] The backyard grilling is Jeff's favorite section of the store. When he goes into the store with his wife he has to look at some grills. Jeff also works out and runs so there are several aspects of the store that he shops. [19:16] Academy sells location-specific licensed apparel. In Academy Sports + Outdoors in Houston, there is gear for the Astros, Texans, and Rockets. [19:49] From the standpoint of team member safety, Jeff refers to OSHA. Also, some states have more stringent safety requirements. Jeff's safety team drives consistency of practices and training across the footprint of the 21 states where Academy Sports + Outdoors operates. [20:36] Most of Jeff's work is done in Houston but his team gets out in the field periodically on a schedule. Jeff likes to go into the stores and distribution centers. That's where the business occurs. The work at Corporate supports the people who serve and interact with customers. [21:10] RIMS Webinars! Following the success of their recent webinar, HUB International returns for the next installment of their Ready for Tomorrow Series, “From Defense to Prevention: Strengthening Your Liability Risk Management Approach”. That session will be on April 17th. [21:29] Today's guest, Jeff Strege, is a panelist in that session! He's going to talk about it a little bit right after the break. [21:38] On April 24th, RiskConnect returns to deliver “Better Together: The Marriage of Insurable Risk and Business Continuity”. [21:45] Zurich's webinar, “Understanding Third Party Litigation Funding” was rescheduled to May 1st at 1:00 p.m. Eastern. If you were already registered for the original date, you are now registered for the May 1st session with Zurich. [22:09] On May 22nd, GRC, a TÜV SÜD Company, presents their newest session, “Asset Valuations in 2025: Managing Tariffs, Inflation, and Rising Insurance Scrutiny”. [22:22] More webinars will be announced soon and added to the RIMS.org/webinars page. Go there to register. Registration is complimentary for RIMS members. [22:33] Let's Return to my Interview with Jeff Strege! [22:46] Jeff will be joining RIMS on the HUB webinar about third-party litigation funding (TPLF) on April 17th, two days after the airing of this episode. Third-party litigation funding is a major issue for RIMS and the profession. [23:08] Academy Sports + Outdoors sees TPLF from time to time in litigated matters, but not often. The HUB webinar is largely focused on rising litigation costs and the rising value of litigated matters. Third-party funding is a driving force of that rise. [23:35] When there's a funding mechanism behind the damages claim by a plaintiff, there are interest obligations with that mechanism, which can be stiff. It does inflate the value of some matters. [24:13] Once Academy Sports + Outdoors learns third-party funding is present in a litigated matter, that's in the front of mind as they evaluate and proceed with trying to conclude the case. [24:32] In the HUB webinar on April 17th, Jeff will be discussing the client's experience, not only with TPFL but also around social engineering. There is a good panel put together for this discussion with varied perspectives that will offer a well-rounded conversation. [24:55] Panelist Bob Tyson of Tyson & Mendes, a defense lawyer in California, has creative approaches to managing and negotiating litigated cases. Panelist John Ferguson, Head of Excess Casualty at Zurich Insurance, brings an insurer's perspective to the webinar. [25:29] Panelist Carol Murphy of HUB is one of the best brokers Jeff has worked with. Jeff is looking forward to sharing the stage with this group, talking about managing claims litigation, prevention, and pre-litigation management. Safety is critical. Jeff will bring that up. [26:02] The link to the webinar is in the show notes. Register today! Registration is complimentary for RIMS members! You'll hear this webinar live with Jeff Strege of Academy Sports, Fred Ferguson of Zurich, Bob Tyson of Tyson & Mendes, and Carol Murphy of HUB. [26:34] Jeff has been involved with RIMS since the mid-1990s when he was with Sysco Foods for the first time and was elevated to the risk management role there. Starting with Houston, Jeff has been involved in various chapters in various capacities. [27:07] RIMS has been an important part of Jeff's career. He's gained solid relationships through RIMS that have yielded business relationships and relationships where he's been able to help others and be helped by them. RIMS will be very important to him as long as he works in risk. [27:51] Jeff was President of RIMS Houston for two years, until January of 2024. He serves on the board as Past President. [28:12] Having moved around the country and having held different roles, Jeff has met risk professionals from many areas. He says RIMS has high-quality chapters all over the country. The four Texas RIMS chapters have a lot of positive energy. [28:47] The chapters are working together with Justin's team in New York to host the first-ever Texas RIMS Regional Conference this August. Jeff is on the planning committee and he's excited about it. [29:04] The RIMS Texas Regional Conference will be held from August 4th through the 6th at the Henry B. Gonzalez Convention Center in San Antonio, on the River Walk, the site of RISKWORLD 2018. San Antonio is Jeff's favorite city in Texas. It's a wonderful host city. [29:30] There is a link in the show notes to the RIMS Texas Regional Conference 2025. Registration will open the week of the airing of this episode! [29:49] Jeff is a RIMS-CRMP holder. He earned that certification in November of 2019. He was excited to see RIMS introduce the certification. What he likes about CRMP is its governance focus. [30:23] Jeff had been doing risk management for a long time. The CRMP website has good sample test questions on it. He decided to work through the test questions several times. Then went and took the exam and scored pretty well, largely based on his experience. [30:48] Jeff says his ERM work over the years was helpful. The RIMS-CRMP is a good designation. Jeff appreciates that RIMS gives CRMP holders opportunities to network. He will continue to carry the designation as long as he is working. [31:09] Mos recertification points are CE-related. Jeff relies heavily on the Houston chapter's offerings and the sessions and seminars at RIMS functions. He appreciates the flexibility in terms of what qualifies, such as participation in broker-sponsored industry education. [31:50] Developing and delivering educational content is a favorite of Jeff's. He has served as Risk Manager in Residence (now Risk Manager on Campus). Jeff tells every risk manager it's amazing and they need to do it at least once. Jeff enjoys education and is always learning. [32:24] Jeff shares his advice for risk professionals. As Boomers in the industry start to retire, it's important to help the industry recruit, train, and young talent. It's a passion of Jeff's. [32:52] There are a few things Jeff would tell young professionals. One is you are the CEO of your career. Your career is your responsibility. Don't wait for a leader to bring opportunities or promotions to you. Be a student of your craft and trade. Set goals with plans to achieve them. [33:20] Jeff has managed his career that way by making strategic moves when it made sense for him to do so. He has no regrets. You're the CEO of your career, all in. Don't wait for others to act on your behalf. Whatever it is, be a student of your craft and seek opportunities to learn. [33:45] Grow your knowledge base, your experience, and your network. Jeff has benefited from RIMS in having a network of people who lean on each other and learn from each other. It's a wonderful thing! [33:58] Be a student of your business, wherever it is. Make connections within it. Seek out mentorships to learn on a broad basis what the business does and what its objectives are. You position yourself more visibly to add more value and to grow. [34:29] Jeff Strege, you have been such an inspiration today. I appreciate you so much for joining us here on RIMScast and being so giving with your time and wisdom! I look forward to seeing you at the first-ever Texas Regional 2025, August 4th through 6th in San Antonio! [34:48] Special thanks again to Jeff Strege for joining us here today on RIMScast! I look forward to seeing him at many RIMS events, including the first-ever RIMS Texas Regional Conference 2025, which will be held from August 4th through the 6th in San Antonio, Texas. [35:05] Register today through the link in this episode's show notes. [35:12] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [35:37] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [35:56] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [36:13] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [36:29] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [36:43] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [36:50] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Links: RISKWORLD 2025 — May 4‒7 | Register today! Download the RIMS Events app! Spencer's RISKWORLD Events — Register or Sponsor! RIMS Texas Regional 2025 – August 3‒5 | Advance registration rates are now open. DFW RIMS - 7th Annual Night at the Races / Lone Star Park – April 17, 2025 RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Risk Management magazine RIMS Now The Strategic and Enterprise Risk Center Spencer Educational Foundation — General Grants 2026 — Application Dates Announcement: RIMS and The Institute for Internal Auditors' Strategic Alliance on Education Nominations for the Donald M. Stuart Award [Canada] RIMS Webinars: RIMS.org/Webinars “Ready for Tomorrow? From Defense to Prevention: Strengthening Your Liability Risk Management Approach” | Sponsored by Hub International | April 17, 2025 “Better Together: The Marriage of Insurable Risk and Business Continuity” | Sponsored by Riskonnect | April 24, 2025 “Understanding Third Party Litigation Funding” | Sponsored by Zurich | May 1, 2025 “Asset Valuations in 2025: Managing Tariffs, Inflation, and Rising Insurance Scrutiny” | Sponsored by GRC, a TÜV SÜD Company | May 22, 2025   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep with PARIMA | April 22‒23 Full RIMS-CRMP Prep Course Schedule   Upcoming Virtual Workshops: “Managing Data for ERM” | June 12 | Instructor: Pat Saporito  “Generative AI for Risk Management” | June 26 | Instructor: Pat Saporito See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “Maintaining an Award-Winning ERM Program with Michael Zuraw” “Scenario Planning with the RIMS SERMC” “ERMotivation with Carrie Frandsen, RIMS-CRMP” “Risk Quantification Through Value-Based Frameworks” “Applying ERM Theory with Elise Farnham” “On Risk Appetite and Tolerance”   Sponsored RIMScast Episodes: “Understanding Third-Party Litigation Funding” | Sponsored by Zurich (New!) “What Risk Managers Can Learn From School Shootings” | Sponsored by Merrill Herzog (New!) “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Jeff Strege, MBA, ARM, RIMS-CRMP, Sr. Director, Risk Management, Academy Sports + Outdoors   Production and engineering provided by Podfly.  

In this episode, Bob 'n Joyce sit down with someone who really knows how to spark transformation from the inside out—Ernesto Gómez Arzapalo. He's worn a lot of hats—OD consultant, c-suite exec, academic, serial entrepreneur—and somehow manages to still be one of the nicest guys you'll ever meet. Ernesto brings the kind of wisdom you only get from decades in the trenches—leading people-first cultural overhauls for companies with tens of thousands of employees, while also launching his own ventures and guest lecturing at a top-tier business school. We dig into the ideas behind his new book, Regrowth – How Organizations Can Overcome Stalling by Unlocking Their People's Potential, and trust us: this isn't your typical corporate jargon. Ernesto drops practical, sometimes surprising insights that can help any organization—or individual—get unstuck and thrive. This convo is full of stories, laughter, and that rare mix of head and heart. You'll hear how Ernesto helped shift cultures inside massive companies, why unlocking human potential isn't just HR's job, and how his journey from Mexico to MIT continues to shape his work and life. So grab a coffee. Maybe a snack. And come hang out with us—you'll leave this one with a full brain and a full heart.

Pre-order Secrets of the Career Game (out May 13) to access exclusive resources, a private Slack group, and live Q&A sessions with Kendall.

In this What's Next with Aki Anastasiou interview, Jordaan Burger discusses the modern challenges facing CFOs. Burger is the Sage Vice President of Finance for the Africa, the Middle East and Asia-Pacific region, and has worked in the finance industry for over 20 years. He joined Sage in 2019 as the Financial Director for the Africa and Middle East region, and was promoted to his current position in 2021. In this What's Next interview, Burger discusses how the CFO role is evolving in South Africa. He unpacks the new challenges and responsibilities that have emerged, and explains how these changes have led to CFOs having a greater impact on the C-Suite. Burger also outlines how CFOs can balance their organisations' current finances with the need for growth. He then notes the importance of automation for generating growth opportunities, and explains how Sage can assist with this. Burger concludes the interview by sharing his vision for the future of finance, and the role Sage will play in this.

When marketing and comms teams aren't aligned, it shows. In this episode, Drew Neisser is joined by CMOs Cary Bainbridge (ABM Industries), Laura MacGregor (Center for Internet Security), and Grant Johnson (Chief Outsiders) for a candid look at what it really takes to get marketing and comms moving in sync. From co-owning messaging to embedding AI tools and crisis plans into the mix, these leaders share how to stay coordinated without stepping on each other's toes. Here's what you'll hear: How Cary and her comms partner rolled out a brand relaunch to 100,000 employees Why Laura brought marketing and comms under one roof, and what that made possible How Grant built cross-functional accountability with the right metrics Plus: What to do when misinformation hits, and the playbooks you'll want ready How AI is speeding up localization, automation, and cross-team coordination How to activate internal brand champions and cross-functional councils What stakeholder engagement looks like when it's done right Why comms needs a direct line to the C-Suite, and what happens when it doesn't If you're done playing telephone across departments, this episode offers a practical path to alignment so marketing and comms stay in sync. Tune in! For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

In this episode of Insurance Town, Mayor sits down with Paul Neuberger, Best Selling Author of the book: Secrets to Cold Call Success and the founder of C-Suite for Christ, an incredible community that brings together executives with a shared Christian faith. Paul discusses a variety of important topics, including the often-overlooked challenges faced by C-suite executives, the struggles of cold calling, and he tells us of the unfortunate, unhealthy habits in the lives many high-level professionals face in their careers.Throughout the conversation, Paul dives into:The Importance of Faith in Leadership: How Christians can maintain integrity and faith in the corporate world, even when facing tough decisions.Cold Calling: The challenges and strategies for effective cold calling, especially in the world of business development.The Health of C-Suite Executives: The often-hidden toll leadership can take on executives, both physically and emotionally, and the importance of maintaining balance.The Mission of C-Suite for Christ: Paul shares the heart behind his organization, its mission, and how it's transforming the way leaders approach faith and business.Common Struggles for Christians in the Corporate World: What it looks like to integrate one's Christian faith with corporate responsibilities and how to stay true to values in an often secular business environment.Whether you're an executive, a Christian business professional, or someone looking to understand how faith intersects with leadership in the modern world, this episode will offer valuable insights into navigating corporate life with integrity and purpose.Special Thanks to Our Sponsors:Smart Choice: Helping independent agencies grow and succeed through access to top carriers and cutting-edge tools.Canopy Connect: Simplifying the insurance quoting process with a smarter, quicker way to gather customer data.Olde School Marketing: Your trusted partner in creative marketing strategies designed to help your agency stand out in a crowded market.Don't forget to subscribe, rate, and leave a review! Let us know your thoughts on the episode and how you integrate faith into your leadership journey!

In this episode, CJ Gustafson sits down with Brad Channer, the CFO of UBIO and possibly the world's most interesting CFO and accountant. He describes his unconventional career path from acting to accounting and the he lessons learned from some entrepreneurial failures along the way. Brad also discusses communication and leadership, including how his acting background shaped his style in the boardroom. He breaks down the biggest mistakes CFOs make when explaining financials and why some accountants struggle to reach the C-suite even if they're brilliant on paper. He shares insights on neurodiversity in the workplace and how to unlock its advantages before unpacking why the UK has produced fewer tech giants than the US and the one regulatory shift that could potentially supercharge the industry.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:32) Sponsor - NetSuite | Planful | Subscript(05:39) From Actor to Management Accountant(10:25) Brad's Bold Move to the UK(13:02) His Journey into Entrepreneurship and Accounting(16:07) Sponsor - Rippling Spend | Vanta | Tropic(20:08) Reclaiming the F Word: Failure(23:37) Communicating Like a Human(25:42) Acting Lessons for Accountants(29:49) How to Understand Your Audience(35:36) Navigating Neurodiversity in Business(36:35) How to Adapt Your Communication for Founders(38:30) Why Some Accountants Don't Make it to the C-Suite(40:38) Learning to Ask Questions(43:29) Leadership in Large Companies Versus SMEs or Scale-Ups(45:24) The UK Versus US Tech Scene(47:10) Tall Poppy Syndrome in the UK(51:38) Long-ass lightning round: Do Your Research(55:14) Advice to Younger Self(56:15) Finance Software Stack(56:58) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Send us a textIsaac Cheifetz, Managing Principal at Catalytic1 Executive Search and Chief Mentor Recruiter at Minnesota Emerging Software Advisory, joins us this episode to discuss applying lean methodologies to talent acquisition. [0:00] IntroductionWelcome, Isaac!Today's Topic: Applying Lean Methodology to Talent Acquisition[9:14] Is talent acquisition really broken?Examining pain points for hiring managers, job seekers, CEOs, and HR teamsChallenges in the online job application process[18:05] How can we change talent acquisition to improve it?Importance of reviewing and improving job descriptionsIntegrating lean methodologies into talent acquisition processesPros and cons of AI in talent acquisition[40:08] Is formalized training required for good talent acquisition system design?Strategic benefits to formal training in talent acquisition system design[41:51] ClosingThanks for listening!Quick Quote“All you have to do [when you're designing quality job descriptions] is start with the funded business case. The role you're hiring for is the result of a funded business initiative.”Resources: Catalytic1 Hiring Secrets of the NFL How to assess & improve AI competencies for Executives & BOD Contacts: Isaac's LinkedInDavid's LinkedInDwight's LinkedInPodcast Manager: Karissa HarrisEmail us!Production by Affogato Media

What are the hidden costs of micromanaging and overworking on team morale and business outcomes?This episode explores the main reasons why leaders often work too hard, including lack of trust, fear of failure, ego, habit, and being too busy to delegate. Bill argues that overworking is not a badge of honor but rather a sign of inadequate team building. Topics explored in this episode: (0:26) A Case Study in Micromanagement* A new CEO's micromanaging during a company sale led to longer transition times and negative impacts on team morale. (2:54) The Five Reasons Why Leaders Overwork* The five main reasons include lack of trust/perfectionism, fear of failure, ego/hero syndrome, habit (founder syndrome), and—you'll have to listen to or watch the episode to find out the fifth! * Ego can drive leaders to seek out crises in which they can be the hero. (6:59) The Impact of Overworking* Why overworking indicates a failure to build and empower a team. (8:22) Shifting Your Mindset* Identifying the reasons for overworking is the first step toward changing those behaviors. (9:26) Creating a New “Why”* Leaders can invent a new "why" to motivate themselves to adopt healthier work habits. * Coaching can help leaders shift their mindset and behaviors to build stronger teams and scale effectively.Bill Gallagher, Scaling Coach and host of the Scaling Up Business podcast, is an international business coach who works with C-Suite leaders to achieve breakthrough growth. Join Bill in the Growth Navigator Coaching Program: https://ScalingCoach.com/workshop Bill on LinkedIn: https://www.LinkedIn.com/in/BillGallBill on YouTube: https://www.YouTube.com/@BillGallagherScalingCoach Visit https://ScalingUp.com to learn more about Verne Harnish, our team of Scaling Up Coaches, and the Scaling Up Performance Platform, which includes coaching, learning, software, and summit. We share how the fastest-growing companies succeed where so many others fail. We help leadership teams with the biggest decisions around people, strategy, execution, and cash so that they can scale up successfully and beat the odds of business growth. Did you enjoy today's episode? If so, then please leave a review! Help other business leaders discover Scaling Up Business with Bill Gallagher so they, too, can benefit from the ideas shared in these podcasts.Subscribe via Spotify: https://spoti.fi/3PGhWPJSubscribe via Apple Podcasts: https://apple.co/3PKe00uBill on Facebook: https://www.facebook.com/billgall/ Bill on Twitter/X: https://x.com/billgall This episode was produced by Story On Media: https://www.storyon.co/

In this episode of Tame the Mobile Beast, Tom Butta discusses customer confidence and present-mindedness with Shama Hyder, CEO of Zen Media. Their conversation touches on a multitude of topics including how customer expectations continually rise due to leading brands, how organizations need to balance future planning with current opportunities, and the importance of strong leadership between agencies and internal teams.Shama Hyder kicks off the conversation by sharing the exciting news of Zen Media's acquisition of Sevans PR, marking a significant expansion on the West Coast. As a seasoned agency leader, Shama highlights the importance of strong leadership and cohesive teamwork between agencies and internal teams. She advocates for creating unique, co-created experiences that resonate with clients seeking innovative solutions. With current customer expectations skyrocketing, Tom & Shama emphasize that all brands need to step it up, regardless of the industry they're operating in. It doesn't matter if your direct competitors are behind you because leading brands such as Apple, Amazon, and Uber are the ones setting the standards. Shama views herself as a “now-ist” and explains that organizations are too often focused on innovations years away when they should be implementing today's technology to beat their competitors. She shares her insights on harnessing AI to streamline workflows, but only after laying a solid foundation.—Guest Quote"Customer confidence is something that in the past was given, and then you had to lose it. And now it starts almost at zero or negative, and you have to prove that you have confidence and you are trustworthy." – Shama Hyder—Time Stamps 00:46 Meet Shama Hyder and Zen Media01:19 Zen Media's recent acquisition02:30 Beast of the Week: Customer Confidence04:06 The importance of perception and experience07:37 Trust and transparency in branding13:28 The role of technology and data16:54 Balancing now and next in strategy20:06 Insights on leadership and agency collaboration25:54 The mobile consumer and future trends29:07 Rapid Fire Questions—LinksConnect with Shama Hyder on LinkedInCheck out Zen MediaConnect with Tom Butta on LinkedInCheck out the Airship Website

In this episode, Nicole sits down with Karl Sakas, a seasoned leadership advisor and operations expert for creative businesses, to explore his latest book, Calm the Chaos. They dive into what it really takes to lead a thriving business or agency without losing your mind—or your weekends. Karl shares powerful insights about managing your energy, delegating intentionally, building strong teams, and yes, surviving meetings that could've been emails. He also tackles:Why leaders must prioritize their own well-being (and how Karl learned the hard way)How to stop being the bottleneck in your businessCreating a culture that balances warmth with competenceA hilarious take on “swoop and poop” leadershipWhy bad meetings are the enemy (and how to fix them)Whether you run an agency, a hospital, or a small business, you'll walk away with practical strategies to stop spinning your wheels and start leading with focus and purpose.Highlights from this episode[07:53] Take Care of Yourself First. “Put on your own oxygen mask before helping others.” Karl shares how his team staged an intervention about his workload—and how that wake-up call changed everything. Start here if you feel burnout creeping in.[14:19] Stop Being the Sole Answer Person. Delegation isn't a bumper sticker—it's a complex process. Karl breaks down how to stop being the "go-to" for everything and why that mindset limits your team and your growth.[24:48] Create the Work Environment You Always Wanted. High warmth, high competence. Karl unpacks a powerful framework to help leaders build culture intentionally. Plus, the difference between being a good boss and just being “nice.”Karl's book: https://sakasandcompany.com/lp/calm-the-chaos-book/Connect with Karl:Karl's website: https://sakasandcompany.com/Linked In: https://www.linkedin.com/in/karlsakas/IG: https://www.instagram.com/karlsakas/FB: https://www.facebook.com/karlsakasX: https://x.com/KarlSakasOther books mentioned in this episode:The Human Brand https://a.co/d/1Yu76uURadical Candor https://a.co/d/2S9FwV4Traction https://a.co/d/4LHm4RGWe are grateful to Karl for bringing his passion for leadership and workplace culture to the Build a Vibrant Culture podcast! Listen at vibrantculture.com/podcast or your favorite podcast app!

Penny Zenker is a serial founder, sought-after speaker, bestselling author, and former C-Suite executive of a global top five market research company who now helps entrepreneurs and executives at firms large and small, including Deloitte, Pfizer, SAP and Samsung solve complex problems and find alignment to accelerate business growth. Over the past three decades, she has built and sold multiple multimillion-dollar companies—including the award-winning tech firm Smart Moves she founded and sold to a French company. Penny is also a Tony Robbins Business Coach helping companies double and triple businesses and her TEDx, “The Energy of Thought,” has had over 1 million views worldwide.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Justin and his guests, Denise Sobczak and Michael Zuraw, introduce the new RIMS paper: “The Pre-Mortem Method: Learning From Failure Without Actually Failing”. Unlike post-mortem analysis, a pre-mortem risk assessment attempts to learn from failure before a project even begins. This report highlights the advantages of implementing a pre-mortem risk assessment approach to strategic projects. Download the report to learn about the three steps to activate a pre-mortem assessment that fosters a better understanding of a project's overall objectives, and ultimately improves transparency, communication, and business outcomes. Justin, Michael, and Denise discuss implementation steps and frequency of pre-mortems in an organization. They cover ways of documentation and tracking insights from pre-mortem exercises, and tools for structuring an effective pre-mortem session. They explore how to involve participants and how to flip the script from naysaying to contributing insights. They consider the collateral benefits of involving your organization in a pre-mortem analysis. They share examples of how the pre-mortem works in their organizations.   Listen to gain insight into this innovative risk management tool to build upon the successes and achievements of your organization. Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. Our topic is pre-mortem analysis, which we will explore with past and present members of the RIMS Strategic & Enterprise Risk Management Council. [:42] RIMS-CRMP Workshops! As part of RIMS's continuing strategic partnership with Purima, we have a two-day course coming up on April 22nd and 23rd. Links to these courses can be found through the Certification page of RIMS.org and this episode's show notes. [1:01] Virtual Workshops! On April 16th and 17th, Chris Hansen will lead “Managing Worker Compensation, Employer's Liability, and Employment Practices in the U.S.” [1:14] On June 12th, Pat Saporito will host “Managing Data for ERM” and will return on June 26th to present the very popular new course, “Generative AI for Risk Management”. [1:30] A link to the full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's show notes. [1:41] RISKWORLD registration is open. Engage Today and Embrace Tomorrow, May 4th through 7th in Chicago. Register at RIMS.org/RISKWORLD. Also, remember that there will be lots of pre-conference workshops being held in Chicago just ahead of RISKWORLD. [1:59] These courses include “Applying and Integrating ERM,” “Captives as an Alternate Risk Financing Technique,” “Contractual Risk Transfer,” “Fundamentals of Insurance,” “Fundamentals of Risk Management,” RIMS-CRMP Exam Prep, and more! The links are in the show notes. [2:18] In March, RIMS released a new professional report called “The Pre-Mortem Method: Learning from Failure Without Actually Failing.” The two authors of this report are joining me here today! They have both been RIMScast guests. [2:39] Denise Sobczak is the Director of Group Risk Management at the BIC Group and Michael Zuraw is the Senior Director of Global Enterprise Risk Management for Onsemi. [2:52] Denise is a former member and Michael is a current member of the RIMS Strategic & Enterprise Risk Management Council. Their paper, “The Pre-Mortem Method,” is available through the Risk Knowledge page of RIMS.org. Tap on the White Paper button on that page. [3:10] We're going to hear how Denise and Michael have used the pre-mortem method at their respective companies. We're going to give you tips on how to lead pre-mortem analysis discussions at your organizations whether for a big merger or unveiling a new product. [3:32] This conversation will continue on May 7th at RISKWORLD when Denise hosts “Pre-Mortem or Post-Mortem: If You Were a Patient, What Would Choose?” That session will be held in Room BC185. [3:47] Interview! Michael Zuraw and Denise Sobczak, welcome back to RIMScast! [3:55] Denise and Michael's paper is “The Pre-Mortem Method: Learning from Failure Without Actually Failing.” Pre-mortem analysis is a risk assessment approach that you apply to strategic projects. [4:13] The concept is simple. You assume that an initiative fails. Then you identify triggers of that failure and develop plans to avoid and mitigate them to achieve success. It was developed by Gary Klein and has been widely applied in the business world. [4:39] Michael says the approach was discovered by cognitive psychologists. It releases folks from some of the biases, such as groupthink and confirmation bias, that will muck up decisions. This approach encourages participation and takes risk identification to the next level. [5:07] Justin calls the paper an easy read that people can keep returning to. [5:22] The Strategic & ERM Council decided to do a track on scenario planning. One of their first shareouts was a paper on scenario planning with a segue on pre-mortem risk assessment on how to draw those scenarios. [5:44] Many things are going on, with a level of uncertainty in the external environment that drives uncertainty in the internal environment. As a risk practitioner, it's very important to have these tools. [5:59] Michael joined the Strategic & ERM Council a little over a year ago after they had started the scenario planning. He had already read the SERM Council paper on scenario planning with great interest. Michael is a fan of Gary Klein's and had used pre-mortems. [6:24] When Denise and others mentioned they were going to take the next step in their series of scenario planning to include a pre-mortem discussion, Michael immediately volunteered to be part of it. It was a topic he was familiar with and he had done some sessions on it already. [7:05] Denise explains a pre-mortem is one of many risk assessment tools available. There's no set number for how often an organization should perform one. The main attraction of this tool is its use when you are short on time and have few resources and you want a high-value output. [7:53] It's good to use a pre-mortem when there are a lot of cross-functional initiatives with interdependencies that create complexity and generate risks. [8:07] Michael thinks that for major strategic decisions, a pre-mortem should almost always be used. As you use it, you find out that it's very efficient and not complicated. You can learn from it to include contrarians in discussions to question all assumptions. It changes your risk culture. [8:52] Pieces of the pre-mortem method find their way into the way people approach everyday decisions, even without doing a formal pre-mortem analysis. A pre-mortem analysis is not difficult or expensive to do. As often as you think it provides value, have at it! [9:20] The primary thing a pre-mortem does is open the door to legitimizing doubt. It allows the group decision process to stay in inquiry not to be sucked into advocacy before all the risks are discussed and mitigated. [9:44] Michael notes that as the pre-mortem opens up concerns, they can be put on the table and discussed. The key is you have to take the next step which is to consider what you can change and improve your plan to prepare for the possibility of that risk and mitigate it. [10:08] The goal is to take what you've learned, feed it back into the decision process, and come out with a better plan than you had going in. [10:16] It's very key to get the insights and embed them into the company's core processes versus having a stand-alone tracker for the pre-mortem that you've done. If you've done a pre-mortem for a strategic initiative, integrate it into the status update reports for that initiative. [10:34] If the pre-mortem is related to an event, integrate it into regular management reviews, operating reviews, or even risk governance. Integrate insights that will help you into your core processes. [10:49] Denise and Justin discuss recording remote pre-mortem sessions on Zoom and transcribing them. Justin suggests recording even in-person sessions on Zoom for a transcript. [11:40] Michael says having a transcript of a pre-mortem helps because you want people to focus attention on the conversation and not on note-taking. Sometimes you want to go back and get some context. In-person meetings also allow seeing body language. [12:11] The point of this is to get it out there and talk about it. It's very interactive. [13:19] Pre-mortems are structured to picture a failure six months into the future. Then set a two-minute timer and ask everyone to write down what went wrong. Each one comes up with ideas without the group's influence and writes down key failure points that caused this outcome. [14:04] As a result, things that were just below the surface come out first. Even the staunchest advocate of the plan has to come up with something. The creativity of what could have gone wrong becomes an asset, not a detriment. [14:31] You're not a naysayer, you're an identifier. The basic premises of ERM are risk identification, risk prioritization, and risk response. A pre-mortem creates a more robust identification. You're a contributor. You've discussed something that you hadn't before. [14:54] Denise explains that a pre-mortem is a paradise for the naysayers because they don't have the burden to say it failed. We give that to them. It's not about being skeptical or negative but identifying the contributors that could have caused the failure and being part of the solution. [15:18] Plug Time! RIMS Webinars! On April 10th, Audit Board will present “What CISOs Want Risk Executives to Know About Cyber Risk in 2025”. [15:30] Following the success of their recent webinar, HUB International returns for the next installment of their Ready for Tomorrow Series, “From Defense to Prevention: Strengthening Your Liability Risk Management Approach”. That session will be on April 17th. [15:45] On April 24th, RiskConnect returns to deliver “Better Together: The Marriage of Insurable Risk and Business Continuity”. [15:54] More webinars will be announced soon and added to the RIMS.org/webinars page. Go there to register. Registration is complimentary for RIMS members. [16:05] Important Announcement! RIMS and the Institute of Internal Auditors have entered into an agreement to deliver a selection of the other group's educational programming to their members. Twenty-nine shared courses will be available to both association's members. [16:23] RIMS members can explore the IIA courses that are now available to them at See Courses Here. To access RIMS's complete selection of workshops, webinars, and courses, visit RIMS.org/Education. [16:42] Let's Get Back to our Discussion about Pre-Mortem Analysis with Michael Zurow and Denise Sobczak! [17:09] Denise says individuals who have had experience with failures can tap into that experience in new situations. Newcomers can offer a fresh perspective. The key is diversity of thought and experience. Make participants comfortable to express their opinions. [17:38] Watch out for those who would take over. As you facilitate the pre-mortem, make sure that you're engaging and that it's a responsive type of facilitation. There's no right or wrong answer when you're looking for triggers. Later on, you will prioritize. [18:22] Michael has been at Onsemi for 20 years with broad exposure in product line management and supply chain. Four and a half years ago, Onsemi had a new CO and much of the top management changed. The question was what did the stakeholders want from ERM. [18:44] There was some change in how they approached it. He did pre-mortems before and he has done them since. The key is broad participation of the players, broad perspectives, and leading it to say that we want to know what you think. We want to question our assumptions. [19:08] That basic approach is to try to make the plan better, not bring it down, trying to improve the likelihood of success. That plays through all types of corporate change. [19:35] Participants should not be in the top tier of leaders, but in middle management with some boots on the ground. The middle management group forms the culture and they know enough key details about what the planners are thinking and to ask, what if they're wrong? [20:14] Denise expects the participants to be the people who are knee-deep in the initiative and are the subject matter experts. You can also invite folks who are not in the initiative but who have a say from the legal, financial, and business support perspectives. [20:42] The number of participants depends on the setting. An in-person setting can accommodate 10 or 15. In a virtual setting, you can have eight to 10. You need to make sure that everyone can participate. [21:14] More RIMS Plugs! The Spencer Educational Foundation's goal to help build a talent pipeline of risk management and insurance professionals is achieved in part by its collaboration with risk management and insurance educators across the U.S. and Canada. [21:33] Since 2010, Spencer has awarded over $3.3 million in general grants to support over 130 student-centered experiential learning initiatives at universities and RMI non-profits. [21:46] Spencer's 2026 application process will open on May 1st, 2025, and close on July 30th, 2025. General Grant awardees are typically notified at the end of October. Learn more about Spencer's General Grants through the Programs tab of SpencerEd.org. [22:06] Spencer has several events lined up before and during RISKWORLD 2025. On May 3rd, there's the Spencer-CNA Pickle Ball Social, on May 4th, the Spencer-Gallagher Golf Tournament, on May 5th, the Spencer Soiree, and on May 6th, the Spencer-Sedgwick 5K Fun Run. [22:25] You can register for or sponsor any of these through the links on this page or by visiting SpencerEd.org/riskworld2025. [22:35] The call for submissions for the RIMS Canada Conference, which will be held in Calgary from September 14th through the 17th, 2025, is now open. We want to hear from you! We are looking for dynamic, insightful presentations on key industry topics. [22:49] Topics may include are but not limited to alternative risk transfer, insurance, legal and regulatory, risk modification and loss control, the DEI Studio, the Thought Leader Stage, corporate sustainability, ESG, and more. [23:03] Submit your proposal by the submission deadline, Wednesday, April 16th at 11:59 p.m. Eastern Time. Visit RIMSCanadaConference.ca and the link in this episode's notes for information. [23:17] If you will be in the Dallas/Fort Worth area on April 17th, be sure to stop by Lone Star Park for DFW RIMS's 7th Annual Night at the Races. It's going to be a blast! Guest, member, and student tickets are available. Visit DFWRIMS.org and the link in this episode's show notes. [23:41] Let's Return to our Discussion about Pre-Mortem Analysis with Denise Sobczak and Michael Zurow! [24:02] Denise mentions different ways to measure the ROI of a pre-mortem, in the light of inherited risk impact before mitigation versus residual risk, post-mitigation. [24:16] For a consumer goods company like BIC, Denise says it is more sensible to tie the effectiveness of the pre-mortem exercise with the overall achievement of the strategic goals or the operating targets because you are changing as you go. [24:38] Michael says it's tough to measure the effectiveness of a pre-mortem. You're asking a team that has already been assembled to spend half a day looking at the plan and, at the end, asking if they learned something that helped improve the plan. [25:30] Is the plan or decision better the day after the pre-mortem than it was the day before? Was it worth the four hours? Would you suggest doing this again? Would you recommend it to your peer? Advocating for a pre-mortem indicates its value, way beyond the cost of doing it. [26:16] Denise stresses the collateral benefits of a pre-mortem. If you are facilitating this type of risk assessment, you will reach a lot of folks in the organization and help them think differently. They will think of the risk management department or the ERM practitioner as a resource to use. [26:37] There is some amplification from a showcase of value to the organization from your function. Denise says a pre-mortem never took a day for her. Once she applied a pre-mortem in a 20-minute phone call with all the constituents. They came up with 15 reasons it could fail. [27:02] A pre-mortem can be formal or informal. The informal pre-mortem is as efficient and it is quicker. You need to understand what the culture of your organization is. If it is very formal, adapt to that. Denise tends to work in more agile organizations. [27:36] Michael works for a company that is heavy in engineering. A pre-mortem takes about two hours there. Engineers want to solve problems and tell you why their solution to the problem is awesome! They want data and rationalization justification. [28:15] Part of it is the moderation. Say the goal of this meeting is to get the concerns and issues out on the table. Afterward, we'll do a quick prioritization so we can assign owners to address the next step of how this feeds back into improving the plan. [28:32] As everybody took two minutes to write down the issues, get them out on the table and rotate through the biggest issue from each person as quickly as you can, one at a time, so no one gets into a laundry list of items. Keep the discussion moving across all the participants. [28:55] What you get is honest dialog and everyone participates. If you do that, you'll avoid overcomplicating it. It can be very simple. It's structured to help you manage that. As long as you keep it moving, it will be fine. [29:12] On 1:45 p.m., on May 7th, at RISKWORLD, in Room 185BC. Denise will be presenting “Pre-Mortem or Post-Mortem: If You Were Patient, Which One Would You Choose?” Denise will be extending the dialog from the paper and this episode. [29:37] Denise will miss Michael on stage. They had a successful session together at the RIMS ERM Fall Conference. Now that the paper is published, the presentation will be more robust. [29:55] The presentation will cover what pre-mortem risk assessment entails. You basically assume the strategic project has failed. Then you identify the triggers of that failure and develop plans to avoid and mitigate them to achieve success. Then you monitor. [30:25] Once Denise goes through the fundamentals, she will take you through a hands-on exercise of applying this technique. She will give a business case and have the audience start solving it and finding triggers. It's very easy. It will give a sense of what this is all about. [30:52] Denise's aim is that the participants, with the presentation and the white paper, will have another skillset to apply and bring value to their organization. There will be audience participation to close out the last day of the education track at RISKWORLD. [31:20] Denise will have a full hour and then there will be more audience participation when the Second City takes the stage for the Conference Finale. [31:34] Justin recommends attendees check out Denise's solid one-hour presentation. She assures you there will be no coasting in her session! [31:59] It has been such a pleasure to see you both. I appreciate you taking the time. You wrote a wonderful paper. The link is in this episode's notes. Go to RIMS.org/riskknowledge to check it out. Press the White Paper button and it will pop right up. Thank you both so much! [32:18] Special thanks again to Michael Zuraw and Denise Sobczak for joining us here on RIMScast. A link to their paper, “The Pre-Mortem Method: Learning from Failure Without Actually Failing” is available through the Risk Knowledge of RIMS.org. A link is in this episode's notes. [32:35] Beyond the pages and this episode, Denise will be extending the dialog at RISKWORLD on May 7th at 1:45 p.m. local time. She will deliver “Pre-Mortem or Post-Mortem: If You Were a Patient, Which Would You Choose?” That session will be held in room 185BC. [32:52] Register in advance through the RIMS Events App. [32:55] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [33:24] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [33:41] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [33:59] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [34:16] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [34:30] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [34:37] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Links: Presented by the RIMS SERMC: “The Pre-Mortem Method: Learning From Failure Without Actually Failing” RISKWORLD 2025 — May 4‒7 | Register today! Spencer Educational Foundation — General Grants 2026 — Application Dates Spencer's RISKWORLD Events — Register or Sponsor! RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Risk Management magazine RIMS Now Announcement: RIMS and The Institute for Internal Auditors' Strategic Alliance on Education RIMS Canada Conference 2025 | September 14‒17 | Calgary | Submit a session by April 16. DFW RIMS — 7th Annual Night at the Races / Lone Star Park – April 17, 2025 Nominations for the Donald M. Stuart Award [Canada] The Strategic and Enterprise Risk Center “Truly Long-Term Strategic Risk Management in Focus” — RIMS Q&A with Michael Zuraw (2019) RIMS Webinars: RIMS.org/Webinars “What CISOs Want Risk Executives to Know About Cyber Risk in 2025” | Sponsored by Auditboard | April 10, 2025 “Ready for Tomorrow? From Defense to Prevention: Strengthening Your Liability Risk Management Approach” | Sponsored by Hub International | April 17, 2025 “Better Together: The Marriage of Insurable Risk and Business Continuity” | Sponsored by Riskonnect | April 24, 2025 “Understanding Third-Party Litigation Funding: Its Importance and How You Can Contribute” | Sponsored by Zurich | May 1, 2025   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep with PARIMA | April 22‒23 Full RIMS-CRMP Prep Course Schedule   Upcoming Virtual Workshops: “Managing Worker Compensation, Employer's Liability and Employment Practices in the U.S.” | April 16‒17 | Instructor: Chris Hansen “Managing Data for ERM” | June 12 | Instructor: Pat Saporito  “Generative AI for Risk Management” | June 26 | Instructor: Pat Saporito See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “Maintaining an Award-Winning ERM Program with Michael Zuraw” “Scenario Planning with the RIMS SERMC” “Q1 2025 Risks with Morgan O'Rourke” “ERMotivation with Carrie Frandsen, RIMS-CRMP” “Risk Quantification Through Value-Based Frameworks” “Applying ERM Theory with Elise Farnham” “On Risk Appetite and Tolerance”   Sponsored RIMScast Episodes: “Understanding Third-Party Litigation Funding” | Sponsored by Zurich (New!) “What Risk Managers Can Learn From School Shootings” | Sponsored by Merrill Herzog (New!) “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring Walmart ERM Director Michelle Black!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guests: Denise Sobczak, Director of Group Risk Management at the BIC Group Michael Zuraw, Senior Director of Global Enterprize Risk Management for Onsemi   Production and engineering provided by Podfly.  

She has been given more leadership responsibilities, but she worries that she's not seen as a leader at her company. Host Muriel Wilkins coaches her through why she feels like an outsider, how she can navigate her organization's dynamics, and how to move towards her end goal.

Welcome to the Sustainable Clinical Medicine Podcast! This time, Dr. Sarah Smith sits down with Quenby Rubin-Sprague, a seasoned professional in the healthcare industry with over 35 years of experience. Starting as a registered dietitian nutritionist, Quenby's journey led her to medical sales and eventually into corporate training and development, where she found her passion for coaching and making impactful changes within healthcare teams. In this episode, Quenby delves into her career evolution, highlighting the importance of happiness and fulfillment both at work and beyond. She shares insights into how she cultivated resilience and mental fitness in challenging clinical environments, especially amidst high-stress situations. They discuss how healthcare professionals can enhance their communication skills, create a shared reality, and build trust within teams, even when organizational changes are slow to come. Whether you're a healthcare provider, a practice manager, or part of a clinical team, this episode offers valuable perspectives on sustaining happiness and effectiveness in the face of inevitable challenges. Here are 3 key takeaways from this episode: Empower with Empathy: Understanding our colleagues' and patients' perspectives can create a shared reality based on trust and respect. This not only enhances patient experience but also contributes to a more cohesive team environment. Practice Self-Empathy: As much as we focus on empathy for others, it's crucial to nurture self-empathy. Recognizing that we can't control everything and focusing on self-care can help maintain our own well-being amidst the chaos. Cultivate Mental Fitness: Building resilience through mental fitness allows us to handle the pressures of healthcare more effectively. This involves acknowledging both the positive and negative aspects of our day and choosing to focus on growth and joy. Quenby Rubin-Sprague Bio: Quenby is a recognized expert with over 30 years of experience as a Strategic Communications Advisor and Executive Coach. She has partnered with C-Suite healthcare leaders, medical groups and physician executives, providing consulting and coaching services to notable organizations such as Adventist Health, Sutter Health and Dignity Health. Her work catalyzes the creation of psychologically safe cultures where the leader leads authentically without sacrificing their sanity or humanity. They have the confidence and savvy to respond to complex situations with discernment, empowerment and compassion. This fosters health system-wide well-being and the achievement of key initiatives. The ripple effect from Quenby's expertise: Raises medical group leadership capability, elevates the patient experience and transforms health system culture. Quenby holds a Master's Degree in Human Resources and Organization Development from the University of San Francisco. She holds the following certifications: Conversational Intelligence®, Myers-Briggs (MBTI), Marshall Goldsmith Stakeholder Centered Coaching, Advanced Training in Positive Intelligence. Quenby is a Registered Dietitian/Nutritionist. When not coaching health care leaders, you'll find Quenby on the black diamond runs at her favorite Lake Tahoe ski resort or trying to break the sound barrier on her road bike! -------------- Would you like to view a transcript of this episode? Click here Learn more about our guest: www.linkedin.com/in/quenbyrubinsprague/ **** Charting Champions is a premiere, lifetime access Physician only program that is helping Physicians get home with today's work done. All the proven tools, support and community you need to create time for your life outside of medicine. Learn more at https://www.chartingcoach.ca **** Enjoying this podcast? Please share it with someone who would benefit. Also, don't forget to hit “follow” so you get all the new episodes as soon as they are released. **** Come hang out with me on Facebook or Instagram. Follow me @chartingcoach to get more practical tools to help you create sustainable clinical medicine in your life. **** Questions? Comments? Want to share how this podcast has helped you? Shoot me an email at admin@reachcareercoaching.ca. I would love to hear from you.

Have you been trying to land your next role as Sr Director, VP, SVP or C-Suite?   Tired of endless interviews with zero traction?   It's not in your head: these roles are hyper-competitive.   The good news? You can land this role with the right combination of strategy and mindset.   In today's episode, we'll reveal how to cultivate an unstoppable mindset and present yourself as an undeniable asset.   FREE TRAINING Register for The Catapult Your Career Bootcamp (http://thecatapultbootcamp.com) WORK WITH US Join the Catapult Your Career Program (http://cycprogram.com) GET IN TOUCH Linkedin: https://www.linkedin.com/in/stellaodogwu/ Instagram: https://www.instagram.com/_intelle/ Email: contact@intelle.us Text: 949-519-4554

Jess Lindgren is a longtime C-Suite assistant, and host of the Ask an Assistant podcast. In this Ask an Assistant spotlight episode, Jess talks about good vs fast vs cheap.Show Notes -> leaderassistant.com/318--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

How do you support someone you love through mental health crisis—without losing yourself in the process? Tune in for an inspiring discussion with Sophie Scott on her new book You're Not Alone In This: Supporting a Loved One's Mental Health Without Losing Your Own. Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate! Having founded Balance Magazine, the UK's award- winning wellness media brand, psychotherapist Sophie Scott has long been passionate about bringing mental and physical wellbeing to the masses. As the Editor-in- Chief for 6+ years, she championed innovation and accessibility across the industry, and was fortunate to work with A-list talent and spearhead partnerships with global brands, winning the PPA Award for Innovation in Publishing in 2018. Sophie has been featured in Forbes, Thrive Global and Wired. As an integrative psychotherapist, Sophie has a thriving private practice working with entrepreneurs, C-Suite executives, and celebrities. She is a former lecturer in human developmental theory and conducts workshops for corporations, brands, and MBA students on topics like Imposter Syndrome and Mental Health in Business. https://sophiescott.coFor more show information visit: www.MariannePestana.com#bookclub #readinglist #books #bookish #author #radioshow #booklover #mustread #mentalhealth #mentalillness #depression #mentalhealthissues #wellbeing #wellness #anxiety #stress 

Have you ever been frustrated by a decision from leadership that didn't make sense—but hesitated to speak up for fear of backlash?Speaking up the chain of command can be intimidating, especially when emotions are high, and trust is on the line. If you've ever struggled to communicate concerns without triggering defensiveness from your boss, this episode is for you. Learn how to give feedback in a way that builds alignment and actually leads to change.You Will Discover:

Judy Ortega, a returning guest, has previously appeared on the podcast to discuss whether she should leave her company or stay. In this episode, she shares her experience of quitting her job to join Microsoft as a Team Director for Global Events. She now serves as the Director of Planning for C-Suite events at Microsoft.

What does it really mean for people to feel like they matter in the workplace?In this episode, Zach Mercurio unpacks why mattering is the missing piece in most workplace cultures and how leaders can foster it. He also explores how a sense of value and contribution drives engagement, innovation, and retention. Zach is on a mission to make work and life more meaningful. As an author, researcher, and speaker, he helps leaders create environments where people feel valued. Topics explored in this episode: (02:15) The Science of Mattering* How mattering influences employee performance and well-being.* Why recognition alone isn't enough to make people feel valued.(10:40) Workplace Disconnection* The hidden costs of employees feeling like they don't matter.(18:55) The Role of Leaders in Creating Mattering* Mattering shouldn't be just an HR initiative—it's a leadership responsibility.(28:30) Purpose vs. Mattering* Why having a sense of mattering is more foundational than purpose.* Case studies of companies that have built cultures of mattering.(47:20) Building a Mattering-Centric Culture* The three key components of a workplace where people feel they matter.Thanks to Zach Mercurio for being on the show! Learn more about Zach: https://www.zachmercurio.com/Get Zach's book: The Power of Mattering: How Leaders Can Create a Culture of Significance: https://www.amazon.com/dp/B0D8XMWCLJ Connect with Zach on LinkedIn: https://www.linkedin.com/in/zachmercurio Bill Gallagher, Scaling Coach and host of the Scaling Up Business podcast, is an international business coach who works with C-Suite leaders to achieve breakthrough growth. Join Bill in the Growth Navigator Coaching Program: https://ScalingCoach.com/workshop Bill on LinkedIn: https://www.LinkedIn.com/in/BillGallBill on YouTube: https://www.YouTube.com/@BillGallagherScalingCoach Visit https://ScalingUp.com to learn more about Verne Harnish, our team of Scaling Up Coaches, and the Scaling Up Performance Platform, which includes coaching, learning, software, and summit. We share how the fastest-growing companies succeed where so many others fail. We help leadership teams with the biggest decisions around people, strategy, execution, and cash so that they can scale up successfully and beat the odds of business growth. Did you enjoy today's episode? If so, then please leave a review! Help other business leaders discover Scaling Up Business with Bill Gallagher so they, too, can benefit from the ideas shared in these podcasts.Subscribe via Spotify: https://spoti.fi/3PGhWPJSubscribe via Apple Podcasts: https://apple.co/3PKe00uBill on Facebook:

Meet Dona Amelia, a dynamic leader who spearheads Asia's largest peer network for C-Suite executives and entrepreneurs. With a rich background as an award-winning singer, actress, DJ, and TV host, Dona combines her artistic talents with her entrepreneurial spirit. As a keynote speaker and coach, she is dedicated to empowering individuals and fostering connections that drive success. Episode Overview: In this episode, we dive deep into the transformative power of networking with Dona Amelia, an esteemed LinkedIn top voice in networking. Dona shares her insights on how building and nurturing professional relationships can significantly impact entrepreneurial success. Key Discussion Points: The Power of Networking in Entrepreneurship: Understanding the importance of networking for business growth. Practical strategies for effective networking and leveraging connections. Building Community and Connection: Insights from Dona's role at EGN, focusing on creating a supportive environment for senior executives. The significance of community-building in professional success. Inspiring Women to Dream Big: Dona reflects on her multifaceted career and the resilience required to overcome challenges. Personal stories of adversity that resonate with women and encourage them to pursue their passions fearlessly. Empowerment Through Connection: How mentorship and collaboration can accelerate success. Practical advice for entrepreneurs looking to expand their networks. Takeaways: Dona Amelia's journey exemplifies the power of resilience, connection, and community. Listeners will leave inspired to cultivate their networks, embrace their unique talents, and dream big. Connect with Dona: LinkedIn: https://www.linkedin.com/in/donaamelia/?originalSubdomain=sg EGN: https://egn.com/  

Ever wondered how to create awareness campaigns that not only grab attention but make a real impact?Margarida Barreto and I are going live to show you how it's done—step by step. -✨Margarida will share her expert workflow for building awareness videos using cutting-edge AI tools like ChatGPT, MidJourney, and more.This isn't just theory. We'll take you through the exact process—from ideation to the final masterpiece. -You'll learn:The best tools for brainstorming and scripting.How to bring ideas to life with visuals and animations.The secrets to making your campaigns resonate with any audience.Whether you're in design, marketing, or leading a team at the C-Suite level, this webinar is packed with actionable insights you can implement immediately.Check out all the links to the hybrid posts: https://www.instagram.com/reel/DCXG7D1MtMX/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==https://www.linkedin.com/posts/margaridabarreto_hybrids-aicc-aicccreators-activity-7209873664396169217-ADLZ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAATIPjkBd1vkM7fcVJkVlUG9Th3um1mFqichttps://www.instagram.com/reel/C8udsBVI9T-/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==https://www.instagram.com/reel/C8rvQwNi1p1/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==https://www.instagram.com/reel/C8m4B9uofVN/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==https://www.instagram.com/reel/C8ww8NyoCJF/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==https://www.instagram.com/reel/C8e4q5nINkQ/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==About Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Free AI Consultation: https://multiplai.ai/book-a-call/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

In a world moving faster than ever—where automation & AI are taking over more by the day—what remains irreplaceable? Human connection. The ability to communicate with confidence, make decisions with ease, and inspire others through authentic leadership. Let's welcome the leader behind this inspiration: Leisse Wilcox.Leisse is a behavioral change expert, high-performance leadership coach, and a powerhouse in emotional intelligence. She's been called “the Secret Weapon of the C-Suite” and “the Marie Kondo of Your Unconscious”—helping leaders clear mental clutter, maximize performance, and thrive through change.Leisse shares her deeply personal journey as a single mom, breast cancer survivor, and JOYOUS achiever. She opens up about resilience, reinvention, and the profound power of choosing and FINDING joy.In this episode, listen to Leisse share:Being creative isn't just for artists or monetization or even for the sense of accomplishment —and how it can fuel your leadershipCourageous leaders: prioritize what feels good! In this moment. What makes you happy? Find joy! Truly explore what sparks your joy, today.Inspire how important to prioritize rest and joy and playfulness. Add the icing and the sprinkles!Leisse challenges us to redefine success, embrace the little delights in life, and lead with intention. Whether it's a cup of tea, a wandering country road and sunset drive, or a creative side project just for fun—joy isn't something to earn; it's something to invite in.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Crystal Trout is a director with Baker Tilly's Risk Advisory practice. Justin and Crystal discuss her career in anti-money laundering compliance, and what brought her to consulting. They discuss the elements of AML compliance and how the need for it stretches beyond financial institutions to any sector that involves large transactions, including virtual digital assets and investing. They talk about the $3 billion settlement TD Bank entered into with regulators in October of 2024 and the messages that sends both to financial institutions and money criminals. Listen to Crystal's advice to risk professionals who may oversee large transactions. Key Takeaways: [:01] About RIMS and RIMScast. [:15] Public registration is open for RISKWORLD 2025! Engage Today and Embrace Tomorrow with RIMS at RISKWORLD from May 4th through May 7th in Chicago, Illinois. Register at RIMS.org/RISKWORLD. [:31] About this episode of RIMScast. Crystal Trout of Baker Tilly and I will discuss how Anti-Money Laundering regulations are impacting the risk profession. [:56] RIMS-CRMP Workshops! As part of RIMS's continuing strategic partnership with Purima, we have a two-day course coming up on April 22nd and 23rd. Links to these courses can be found through the Certification page of RIMS.org and this episode's show notes. [1:15] Virtual Workshops! On April 16th and 17th, Chris Hansen will lead “Managing Worker Compensation, Employer's Liability, and Employment Practices in the U.S.” [1:29] On June 12th, Pat Saporito will host “Managing Data for ERM” and will return on June 26th to present the very popular new course, “Generative AI for Risk Management”. [1:44] A link to the full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's show notes. [1:55] RISKWORLD registration is open. Engage Today and Embrace Tomorrow, May 4th through 7th in Chicago. Register at RIMS.org/RISKWORLD. Also, remember that there will be lots of pre-conference workshops being held in Chicago just ahead of RISKWORLD. [2:14] These courses include “Applying and Integrating ERM,” “Captives as an Alternate Risk Financing Technique,” “Contractual Risk Transfer,” “Fundamentals of Insurance,” “Fundamentals of Risk Management,” RIMS-CRMP Exam Prep, and more! The links are in the show notes. [2:38] Money laundering should be one of the top risks on your risk radar, especially in 2025 as new regulations are added or rolled back. Some high-profile resolutions have made recent headlines. [2:51] To help me make sense of it all for the RIMScast audience, here is the Director of Baker Tilly's Risk Advisory Practice, Crystal Trout. Crystal has more than 23 years of experience working with financial institutions with a focus on financial crimes compliance. [3:08] We're going to talk about anti-money laundering (AML) programs and get some best practices for implementation and reporting. [3:18] Interview! Crystal Trout, welcome to RIMScast! [3:33] Crystal Trout is a director with Baker Tilly's Risk Advisory Group. She joined Baker Tilly after having worked in financial crimes risk for over 23 years. Previously, she was in the financial institution space. [3:51] Crystal switched to consulting to help other financial institutions build out their AML compliance programs and ensure that they're in a good spot for regulatory exams. [4:19] Crystal tells how she was drawn to anti-money laundering. In high school, she had an internship with a financial institution, and it was robbed. [4:37] When the FBI was doing their investigation, Crystal was trying to understand what they were doing and how they were going to catch the robber. She was so fascinated by the process that she changed what she went to school for and altered her career path.  [5:09] Crystal's interest in understanding how fraudsters and money launderers act led her to use her banking career to work in the back office and investigation space. [5:38] Crystal says the institution used dispensers that limited cash, and the robbers only got $500. Because of the weapon they used, the robbers got a massive sentence at trial. [6:38] Crystal explains the current AML environment. Baker Tilly is staying close to any regulatory changes. The complexity of regulations is extensive. It's critical that professionals in this space stay close to the challenges that extend even beyond the regulatory requirements. [6:59] We're seeing more changes in regulations than we have historically had, Crystal observes. It's a matter of understanding the landscape, staying close to the changes, and trying to predict which direction they may go and plan for either direction. The key is planning and not waiting. [7:32] Crystal suggests you should hope for the best and plan for the worst. Make sure that you're prepared to go in either direction, whether regulations are rolled back or strengthened. [7:57] Justin recalls that TD Bank reached a $3 billion settlement with U.S. regulators in October 2024, pleading guilty to failing to maintain an adequate AML program, which unfortunately led to the facilitation of money laundering activities. That's a huge penalty, Crystal points out. [8:37] This event provides valuable insight for risk professionals regarding regulatory expectations and also the consequences of inadequacies in their programs. [8:49] People need to understand that they can't be lackadaisical in their compliance program. They need to be ahead of it. It's all about preparation and planning.  [9:03] In the TD Bank case, regulators had identified substantial weaknesses in the overall transaction monitoring system and due diligence procedures. [9:17] TD Bank had allegedly failed to allocate the resources needed to operate their AML program, but they continued to have significant growth within their higher-risk customer segment and geographical region. [9:35] TD Bank wasn't staying ahead and keeping current with its customer base and the risks that were taking place. Beyond the penalty, TD Bank has expenses for remediation efforts, enhanced compliance infrastructure, and independent monitoring. All of these are added costs. [9:57] Financial institutions may fail to realize the costs that happen beyond the penalty. They may say it costs too much to add the staffing or build the correct tools, not realizing it will cost them more when the regulators find these faults and weaknesses within their program. [10:18] A key lesson to learn is that compliance programs must be able to scale appropriately with the institution's business growth and evolving risk profiles. [10:30] Regulators focus on the overall program effectiveness rather than mere technical compliance, particularly regarding the quality of suspicious activity identification and reporting. [10:41] It's important for institutions that have to comply with these programs to be proactive and make sure they have the correct resource allocation. Those things are key when it comes to ensuring that AML compliance programs operate effectively. [11:11] There are five key pillars involved in an AML compliance program, including a designated compliance officer and following customer due diligence. You build an AML Bible, with paperwork that documents the steps you're going to take to be in compliance. [11:39] It allows your people to understand the risk that the institution is willing to take, and what it's not willing to accept. You document everything as evidence base for regulators, as having the correct tools and technology to support the program's overall risk tolerance. [12:33] Justin and Crystal address the reputational risk to an institution that may come from a regulatory settlement. Crystal states that these settlements signal to the bad guys that they are going to be caught and they're not going to be able to continue to act at that institution. [13:14] Crystal tells about the bank robber. For prevention, when someone comes into the bank, make eye contact, talk to them, and acknowledge them. If they're scouting it out, there's a lot less chance they'll come back to that bank because they are being noticed. [13:37] A criminal may not physically be in the bank, but if you do due diligence up front when they open an account, asking the right questions, and looking for red flags, they may realize that you have a very strong AML program in place and they'll go elsewhere. [14:07] Plug Time! RIMS Webinars! On April 3rd, join Zurich for “Understanding Third-Party Litigation Funding”. On April 10th, Audit Board will present “What CISOs Want Risk Executives to Know About Cyber Risk in 2025”. [14:24] Following the success of their recent webinar, HUB International returns for the next installment of their Ready for Tomorrow Series, “From Defense to Prevention: Strengthening Your Liability Risk Management Approach”. That session will be on April 17th. [14:40] On April 24th, RiskConnect returns to deliver “Better Together: The Marriage of Insurable Risk and Business Continuity”. [14:48] More webinars will be announced soon and added to the RIMS.org/webinars page. Go there to register. Registration is complimentary for RIMS members. [14:59] Important Announcement! RIMS and the Institute of Internal Auditors have entered into an agreement to deliver a selection of the other group's educational programming to their members. Twenty-nine shared courses will be available to both association's members. [15:17] RIMS members can explore the IIA courses that are now available to them at See Courses Here. To access RIMS's complete selection of workshops, webinars, and courses, visit RIMS.org/Education. [15:35] Let's Return to my Interview with Crystal Trout! [15:50] Are risk professionals who are not at financial institutions at risk of inadvertently being caught up in a money laundering crime? Crystal says this question is in the back of the mind of any risk professional. She remembers that running an AML compliance program is stressful. [16:22] There's always the risk that a chief compliance manager could be cited for a failure and have to pay a significant, hefty fine. A risk manager should be aware of this when they're performing any form of transaction. Listen to your gut if something seems off. Don't ignore it. [17:26] Is paying in cryptocurrency a red flag? Navigating AML compliance specifically regarding cryptocurrency is new for a lot of professionals. There are risks and benefits to digital assets concerning AML compliance. [17:54] With any evolving form of payment, if risk professionals aren't staying ahead, truly understanding and navigating how it works, it's going to make it difficult for them to understand red flags and risks that might come, as well. [18:13] There is sometimes a natural fear in risk professionals that because they're not comfortable with cryptocurrency, they're not able to address any legitimate concerns or concerns that may be their internal fear due to the lack of knowledge. [18:45] Is it too risky for a company to announce the voluntary departure of a Chief Compliance Officer? Crystal says the company should already have a plan for somebody to temporarily step in and continue to operate so it doesn't leave a gap or exposure in the organization. [19:22] It's an opportunity for a risk professional to go into a financial institution and make a mark for themselves by helping the institution strengthen its overall compliance program. [19:49] It's a good practice for a company to announce the replacement chief compliance officer at the same time as the announcement of the leaving chief compliance officer. It's part of succession planning. [20:47] The money laundering risk landscape is expanding significantly. Industries outside of finance and banking face substantial financial crime risk and corresponding regulatory scrutiny. They have less mature compliance infrastructure than their banking counterparts. [21:07] Crystal mentions the real estate sector as a potential vehicle for money laundering due to the high-value transactions, price stability, and the lack of historical regulatory oversight. [21:19] Digital asset providers, cryptocurrency exchanges, wallet providers, and any type of virtual asset service providers face intensifying regulatory scrutiny because the platforms can facilitate anonymous transactions. [21:35] The Financial Action Task Force has established clear expectations for virtual asset service providers to implement robust AML controls. Gaming and gambling services present money laundering risk. [21:53] There are other high-risk sectors that money laundering risk could expand to. FinCEN recently required registered investment advisors and exempt reporting advisors who have not been required to have an AML compliance program to have one in place by January 2026. [22:22] We're seeing AML compliance extend beyond traditional banking. [22:34] There are very few industries that, in some form or fashion, could not be a victim of a bad actor performing money laundering. It's just a matter of the bad guy finding a way to do it. [23:09] What steps should a company take when money laundering by an employee is discovered? The appropriate officer needs to start an internal investigation. That's a lengthy process. Make sure the “i”s are dotted and the “t”s are crossed within the investigation. [23:47] Make sure all the evidence and documentation are aligned. Involve HR and the appropriate supervisor authority. If it's shown to be true, interview the individual. It could lead to termination. The investigative process could take months. The authorities may be alerted. [24:39] The company may not want it out in public knowledge and may not file a police report. It can damage a company's reputation. [25:00] Crystal explains her passion for AML compliance and why she became a compliance consultant to help more institutions. The downstream impact is so significant. She wants to make sure the bad apples don't have the opportunity to launder funds. [25:54] Special thanks again to Crystal Trout for joining us here on RIMScast. I've got links to more RIMS coverage of fraud, compliance, financial risk management, and anti-money laundering in this episode's show notes. [26:09] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [26:38] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [26:55] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [27:13] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [27:30] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [27:44] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [27:51] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Links: RISKWORLD 2025 — May 4‒7 | Register today! Nominations for the Donald M. Stuart Award [Canada] Spencer Educational Foundation — General Grants 2026 — Application Dates Spencer's RISKWORLD Events — Register or Sponsor! RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Risk Management magazine RIMS Now Announcement: RIMS and The Institute for Internal Auditors' Strategic Alliance on Education RIMS Webinars: RIMS.org/Webinars “Understanding Third-Party Litigation Funding” | Sponsored by Zurich | April 3, 2025 “What CISOs Want Risk Executives to Know About Cyber Risk in 2025” | Sponsored by Auditboard | April 10, 2025 “Ready for Tomorrow? From Defense to Prevention: Strengthening Your Liability Risk Management Approach” | Sponsored by Hub International | April 17, 2025 “Better Together: The Marriage of Insurable Risk and Business Continuity” | Sponsored by Riskonnect | April 24, 2025   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep with PARIMA | April 22‒23 Full RIMS-CRMP Prep Course Schedule   Upcoming Virtual Workshops: “Managing Worker Compensation, Employer's Liability and Employment Practices in the U.S.” | April 16‒17 | Instructor: Chris Hansen “Managing Data for ERM” | June 12 | Instructor: Pat Saporito  “Generative AI for Risk Management” | June 26 | Instructor: Pat Saporito See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “RIMS Legislative Priorities in 2025 with Mark Prysock” “AI and Regulatory Risk Trends with Caroline Shleifer” “Financial Risk Management with Chris Willey of American Eagle FCU” “Maintaining an Award-Winning ERM Program with Michael Zuraw” “ERM in Banking & Finance with Eleni Willis”   Sponsored RIMScast Episodes: “Understanding Third-Party Litigation Funding” | Sponsored by Zurich (New!) “What Risk Managers Can Learn From School Shootings” | Sponsored by Merrill Herzog (New!) “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring Walmart ERM Director Michelle Black!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Crystal Trout, Director, Risk Services Advisory Group at Baker Tilly   Production and engineering provided by Podfly.  

A lot of things change throughout your career, but challenges will always be there. Executive coach Muriel Wilkins helps leaders at all levels deal with the leadership hurdles they face in today's work world. She's back with a new season of Coaching Real Leaders, taking us into of real life executive coaching conversations. Listen to the new season of Coaching Real Leaders starting April 7th.

In our second conversation, Giora reveals more about his developing as a leader. If you listen for it, you can hear the vision he had for himself and his profession, but also the development he needed to realize it.This podcast is about sustainability leadership. You probably envision a sustainable world, or at least trying with everything you can to help achieve it. Maybe you've adopted my vision and mission. Developing leadership skills and experience as Giora have is essential. We can learn from him.Beyond his leadership skills and experience, his doing the reps earned him credibility and developed integrity, essential elements for effective leadership. Hosted on Acast. See acast.com/privacy for more information.

There have never been as many forces driving change in Talent Acquisition as there are in 2025. Skills-based thinking, economic pressures, the rise of AI, and the resulting change in both C-Suite expectations and Job Seeker behavior, to name a few. Unsurprisingly, then, TA Teams are scrambling to demonstrate the impact they have on and the value they drive for their business. However, this is much easier said than done with the relentless increase in the pace of change. So, how can TA Leaders harness 2025's winds of change to demonstrate their teams' impact and the value they drive?  Where better to get expert insights, shrewd commentary, and actionable advice than Transform? For those of you who are unaware of Transform, it is one of the best industry conferences out there, and I recently got back from Transform 2025. While there, I asked a range of people what they thought TA should be doing to make a measurable impact in 2025. Here are a selection of the answers. Get ready to hear from Daniel Chait - CEO at Greenhouse; Allyn Bailey - Senior Director of Brand Experiences and Communications at SmartRecruiters; Mike Stafiej - CEO at Erin; Jocelyn King - CEO of Virgill HR; John Baldino - President at Humareso and v- CEO at Elayne. Follow this podcast on Apple Podcasts. Follow this podcast on Spotify.

Of all the components in the Diversity, Equity, Inclusion and Belonging (DEIB) umbrella, inclusion is rapidly gaining a prominence of its own.But why favour one above the rest? And why are people so excited about inclusion's potential for business?To answer these questions, we invited Aggie Mutuma, CEO and lead consulting director of Mahogany Inclusion Partners onto the podcast. Ranking fifth on our HR Most Influential practitioners list 2024, Mutuma is a trusted advisor for the CIPD and passionate advocate for inclusion.

Ralph Goff is a 35-year veteran of the CIA and a 6-time station chief who served in Europe, the Middle East, and Central and South Asia. He gives an inside look into how the CIA manages their agents and assets in some of the most dangerous regions on earth. We discuss the state of play with Russia, the Middle East, and Mexico. We cover fact vs fiction in Hollywood and the real skillsets that make for a good spy. And we look at how the Trump Administration will restore public trust in the intelligence community and strengthen our capabilities to counter adversaries like Russia and Iran.   Ralph Goff also served as Chief of CIA's National Resources Division, working extensively with “C Suite” level US private sector executives in the financial, banking, and security sectors. Today he is a risk management consultant and contributor for The Cipher Brief.

On What's Your Work Fit we posed this question: How Do I Leverage Agile Employee Emotional Intelligence? Answering that question and others is our returning guest, Billee Howard.  Billee is the Co-Founder and CEO of BRANDThrō. She is a passionate AI explorer, insights innovator, communications veteran and C-Suite advisor who counsels the world's top brand … Continue reading How Do I Leverage Agile Employee Emotional Intelligence? →

In this episode, Bob and Joyce explore the critical importance of handling employee terminations the right way. When done poorly, these moments don't just affect the individuals involved—they send shockwaves through the entire organization, damaging culture and trust. The conversation is sparked by the troubling trend of mass layoffs via impersonal emails, as seen recently in the U.S. government. With such cold, transactional approaches becoming more common, are we at risk of normalizing workplace incivility? While layoffs and terminations are sometimes necessary due to business demands, how they're handled speaks volumes about an organization's values and leadership. This is where HR and OD professionals must step up to ensure fairness, dignity, and alignment with company culture. Grab a snack and join us as we dive into this crucial conversation.

In this episode, Mike and Sam open up about their personal and leadership journeys: Mike's Struggles: Mike shares his battle with burnout, stressing the importance of vulnerability and support. Leadership Evolution: Sam is learning to balance future planning with team growth and proactive coaching. Company Growth: They discuss the need for systems to address future challenges and develop team skills. Communication: Regular check-ins and clear communication between Mike and Sam are essential for alignment. Tune in for insights on leadership, personal growth, and effective communication!   Follow us and leave a review:   The Big Stud Podcast - BigStudPod.com WinRate Consulting - Winrateconsulting.com Instagram: https://www.instagram.com/winrateconsulting/ YouTube: https://www.youtube.com/@themikeclaudio For guest inquiries: mike@bigstudpodcast.com   Win Fast, Win Often

What leadership habits can help your team take more ownership and solve their own problems? In other words, how can you step back in a way that actually makes your business stronger?In this episode, Bill challenges the hustle culture myth and shares how stepping back, empowering your team, and embracing balance can actually strengthen your company.Topics explored in this episode: (00:16) The Myth of Hustle Culture* The real cost of hustle culture and why it can harm your company.* Bill's story of taking a month-long family trip to Italy while his business thrived.(01:51) Leadership That Empowers, Not Micromanages* The power of asking the right questions instead of providing immediate answers.(04:17) Making Work More Fun * The benefits of hobbies and interests outside of work.* How compartmentalizing time helps maintain balance.(06:23) Embracing Challenges Without Unnecessary Suffering* The key difference between unavoidable problems and optional suffering.* Shifting your mindset to tackle obstacles without burnout.(09:25) The Power of Support and Coaching* Why you don't have to figure everything out alone.* Why being coachable and seeking support is key to sustainable success.Bill Gallagher, Scaling Coach and host of the Scaling Up Business podcast, is an international business coach who works with C-Suite leaders to achieve breakthrough growth. Join Bill in the Growth Navigator Coaching Program: https://ScalingCoach.com/workshop Bill on LinkedIn: https://www.LinkedIn.com/in/BillGallBill on YouTube: https://www.YouTube.com/@BillGallagherScalingCoach Visit https://ScalingUp.com to learn more about Verne Harnish, our team of Scaling Up Coaches, and the Scaling Up Performance Platform, which includes coaching, learning, software, and summit. We share how the fastest-growing companies succeed where so many others fail. We help leadership teams with the biggest decisions around people, strategy, execution, and cash so that they can scale up successfully and beat the odds of business growth. Did you enjoy today's episode? If so, then please leave a review! Help other business leaders discover Scaling Up Business with Bill Gallagher so they, too, can benefit from the ideas shared in these podcasts.Subscribe via Spotify: https://spoti.fi/3PGhWPJSubscribe via Apple Podcasts: https://apple.co/3PKe00uBill on Facebook: https://www.facebook.com/billgall/ Bill on Twitter/X: https://x.com/billgall This episode was produced by Story On Media: https://www.storyon.co/

In this episode of Tame the Mobile Beast, Tom Butta is joined by Joel Holland, CEO of Harvest Hosts, a membership program that offers RVers unique places to overnight camp across the United States and Canada. Joel shares what inspired him to enter the space, what strategies he has leveraged to grow the community, and key lessons he has had on his entrepreneurial journey. Harvest Hosts was originally founded by Don and Kim Greene in 2010, and once Joel discovered the service, he saw the opportunity to supercharge a loyal customer base with user-friendly technology and expanded locations. So in 2018, he purchased Harvest Hosts and got to work. Fast forward to today, Joel and the team have grown the platform to over 9,000 unique locations with over 260,000 members. The conversation explores the keys to this continued success, including a large emphasis on consistently across platforms, which he Joel terms “web-app parity.” Through this strategy, friction and mental burden have been reduced to make booking a stay as simple as possible.  As the episode continues, Joel shares valuable lessons he's gained throughout his entrepreneurial journey. He underscores the benefits of acquiring and scaling businesses with proven product-market fit, the necessity of strategic advertising, and the importance of building a strong team. Looking to the future, Joel outlines plans to expand Harvest Hosts' appeal without compromising its unique offerings by incorporating more community-driven features. —Guest Quote"Our users really didn't appreciate the disjointed experience. And we're always trying to make things easier, not harder. And so web-app parity was the easiest way to take the mental load off the user.” – Joel Holland—Time Stamps 00:46 Meet Joel Holland, CEO of Harvest Hosts01:39 The rise of adventuring and RV travel04:45 Harvest Hosts: unique overnight experiences10:15 Web and app parity for seamless experience13:34 Joel Holland's journey to Harvest Hosts18:08 Navigating outsider perspectives18:28 Effective survey methods19:01 In-app feedback strategies21:40 Success stories and growth22:46 Marketing and advertising insights24:39 Referral programs and influencers27:32 Lessons from a CEO31:26 Rapid fire questions—LinksConnect with Joel Holland on LinkedInCheck out Harvest HostsConnect with Tom Butta on LinkedInCheck out the Airship Website

Jason Bay was one of the speakers on Sell Better's recent webinar on selling to the C-suite. In this episode, they shared everything from how to multi-thread deals better—to how to nail the first meeting with a senior exec. Check out the show notes, more free content, and get coaching at https://outboundsquad.com

In this episode of the Drop In CEO podcast, Kareen Zahr Walsh shares her journey from corporate success to launching her own consultancy and coaching business. She emphasizes the importance of aligning personal values with professional goals, building operationally efficient business models, and prioritizing personal health. The conversation also touches on Kareen's innovative AI tool 'Hey Kareen' and how it extends her coaching capabilities. Insights into achieving business success, transitioning careers, and maintaining personal well-being are discussed. Episode Highlights: 02:18 From Corporate Ladder to Entrepreneurship 05:07 Prioritizing Health and Well-being 09:05 Building a Successful Business Model 14:51 Innovative Solutions: Introducing Hey Kareen 20:15 Core Values and Authentic Leadership Kareen Zahr Walsh is a visionary business and people strategist, author, podcaster, investor, and 7-8 figure business building entrepreneur making her the ultimate Business Healer. With nearly 2 decades of experience optimizing performance in ecommerce, health & wellness, technology, and finance industries, running top performing teams in complex environments, Kareen has a proven track record of helping C-Suite executives turn their vision of impact into action often resulting in 10xing their investment. Kareen is on a mission to help you integrate your inner business with your desire for external impact in an aligned way. She does this through her entrepreneurial coaching platform called Hey Kareen®, her Level Up Mastermind, and Elite 1:1 Coaching programs. Kareen believes knowing who you have to become in order to lead your vision is the fastest way to accelerate your growth in business. Connect with Kareen:Company Website: https://www.kareenwalsh.com/ Instagram: https://www.instagram.com/kareenzwalsh/, Facebook: https://www.facebook.com/CoachKareenWalsh/Kareen’s AI Tool: https://heykareen.com/ For More Insights from The Drop In CEO: