Podcasts about chief client officer

In this episode of the Greenbook Podcast, Karen Lynch sits down with Adam Bai, Chief Strategy Officer and Chief Client Officer at Panoplai, winner of Greenbook's inaugural Industry Impact Award at IIEX North America. Adam shares how his background in anthropology, innovation, and enterprise transformation shapes Panoplai's approach to modern insights. The conversation explores digital twins, synthetic data, the importance of validated human data, and why AI should enhance—not replace—the role of insights professionals.Adam also discusses what it means to build for both today's market needs and the future of research, emphasizing the need for better standards, smarter workflows, and human judgment in increasingly automated systems.Key Discussion Points:Panoplai and Greenbook's Industry Impact AwardHow digital twins and synthetic data fit into the insights toolkitThe importance of grounding AI tools in validated human dataWhy insights professionals must become “shepherds of the right questions”Lessons from Panoplai's evolution from Glimpse to a modern insights platformResources & Links:PanoplaiIIEX Europe EventYou can reach out to Adam Bai on LinkedIn.Many thanks to Adam Bai for being our guest. Thanks also to our production team and our editor at Big Bad Audio.

Melissa Levy (Advertising & Experiential Marketing Executive)Current Role: President of Sparks (a leading global brand experience and live events agency) Former Role: President and Chief Client Officer at Digitas North America Bio: Melissa Levy is a powerhouse executive in the advertising, digital, and experiential marketing industries. She began her career in finance and transitioned into e-commerce marketing during the dot-com era before finding her true calling in the agency world. Levy spent 15 years at the Publicis-owned digital agency Digitas, rising through the ranks to become the President and Chief Client Officer. During her tenure, she oversaw a team of hundreds across multiple U.S. offices, managing high-stakes accounts for Fortune 10 giants and major consumer brands like Microsoft, HP, and PayPal. In early 2026, she made a high-profile move to become the President of Sparks (a subsidiary of Freeman), where she now steers the agency's creative, strategy, and live-event production operations. A fierce advocate for diversity and leadership development, Levy is a founding member of the Boston chapter of Chief (a network for executive women) and serves on the board of directors for the AdClub. Her work has earned top industry accolades, including Cannes Lions, Effies, and the Ad Club's Women We Admire award.

In this Episode, Fred and John welcome special guest Elena Casal, Chief Client Officer for the Clearing House. The Clearing House is one of the US's largest payment networks. In this episode, we cover:- Embracing sales as an account manager- 'Selling' vs. adding value- Account plans- Building relationships- Asking for the sale

Although Epic is a large, expensive product historically used by institutions with deep pockets, it is increasingly also the choice of community health centers, tribal health facilities, and other ambulatory practices. In our recent interview with two health IT leaders from Med Tech Solutions: Kaitlyn Nelson, Director, Strategic Accounts, and Imran Siddiqui, Chief Client Officer, we explore the process of adopting Epic even at these relatively smaller organizations.Learn more about Med Tech Solutions: https://medtechsolutions.com/Healthcare IT Community: https://www.healthcareittoday.com/

This summer, turn saving into a family mission by picking one big goal - setting a price - and tracking progress together. Sandi Bragar, Chief Client Officer at Aspiriant in San Francisco, joins Rob Hart on the WBBM Noon Business Hour to discuss.

What does it mean to operate as an integrated firm in the age of AI? In this episode, Keri Smith, Global AI & Data Lead for Banking and Capital Markets at Accenture, speaks with Mandell Crawley, EVP and Chief Client Officer, and Dan DeDora, Lead, Integrated Client Intelligence and Head of FID Client Strategies at Morgan Stanley, on how AI is transforming client experience, from data activation to breaking down silos, and why true transformation starts with people.

Newlyweds can build a strong financial foundation from day one with the right plan and open communication. Sandi Bragar, Chief Client Officer at Aspiriant in San Francisco, joins Judson Richards on the WBBM Noon Business Hour with key advice.

Technology isn't magic. It does not fix a fragmented circular economy on its own.In this episode of HappyPorch Radio, Barry O'Kane speaks with David Watson, founder of Circular Connect.David explains how Circular Connect developed from a newsletter into a platform that helps circular businesses become more visible and easier to connect with.They discuss the practical challenges of scaling circularity, including fragmented markets, limited awareness, and the need for better connections between organisations. The conversation explores where technology helps, and where human relationships do most of the work.The episode highlights emerging opportunities in areas such as traceability, digital product passports, and circular M&A.✨ In this episode:David explains how Circular Connect started and how it has evolvedWe explore why the circular economy is still fragmentedDavid shares how networking can be made more consistentWe discuss the role of human relationships alongside technologyBarry and David explore the circular talent gapWe look at current M&A activity in the sectorDavid explains why traceability is becoming more importantWe discuss the role of policy and commercial driversDavid shares how Circular Connect may develop further

Host Matt Fisher talks to Dr. Steve Buslovich, Chief Medical Officer Senior Care PointClickCare, about operational challenges in healthcare in post-acute settings; need for development and implementation of data standardization for post-acute; integrating technology to drive more actionable behavior that is predictive; keeping workflow in mind during development by involving all interested parties. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

What are the challenges of growth? What are opportunities? What if you get to create a client advisory function from scratch? Where would you start?In this special bonus episode - one of five that we will be launching every Friday for the next four weeks - is part of a special collaboration with Always a Pensions Angle Podcast by DG publishing. A few months ago at a conference hosted by DB Publishing I sat down with five leaders across the LGPS to capture their thoughts on the current state of transition among the asset pools.Trevor is a friend and long term contact of mine on the LGPS circuit. We first worked together at Lancashire County Pension Fund over 10 years ago, were co-advisers at South Yorkshire Pensions Authority and I'm now so pleased to see his success at LGPS Central, where he is Chief Client & Advisory Officer.Trevor has extensive LGPS and broader investment management experience and has worked as an investment consultant recognised as a leading expert in private market investment. Trevor has been a member of the LGPS community since working as Deputy CIO at Lancashire County Pension Fund (LCPF) and then Deputy CIO and Investment Director for Private Credit at LGPS pooling entity LPPI. In this podcast we dig in to what it means to create a client advisory role, ask about whether there is any conflict inherent in being both client and shareholder, on the part of the Administering Authorities and discuss the importance of applying internal rigour.

What does it really take to succeed in modern marketing?In this episode, Simonetta Rigo, Chief Client Officer at Rathbones and former McKinsey consultant, breaks down the reality of marketing today, from rapid growth pressures to evolving technology, and why the best marketers think beyond campaigns and focus on customer experience.This is a deep dive into leadership, brand strategy, and sustainable growth in one of the most competitive industries today.

On this episode of the Lead Up Podcast, host Mike Harbour talks with Joel Sylvester, Partner and Chief Client Officer at Five Star Call Centers, about leadership, workforce challenges, and how AI is transforming recruiting, training, and coaching across large, distributed teams. For healthcare leaders facing staffing shortages, rising labor costs, and the need for consistent patient experience, this conversation explores practical ways technology can support frontline teams. Joel shares how AI can dramatically speed up hiring and improve candidate fit by converting resumes into applications, enabling voice-based job applications, instantly screening candidates, and conducting avatar-based interviews. These tools can reduce time-to-hire by up to 70% while improving the experience for both candidates and hiring teams. The discussion also explores how AI-powered analytics can help leaders coach and retain employees more effectively. By analyzing recorded interactions, sentiment, and speech patterns, organizations can identify performance gaps, predict retention risks, and provide real-time coaching and personalized training. Mike and Joel also discuss how healthcare organizations can use AI to rapidly build SOPs, knowledge bases, and training resources, helping teams scale through complexity, maintain compliance, and close critical skill gaps across departments and locations. If you're a healthcare leader looking for ways to strengthen your workforce, improve operational consistency, and leverage technology to support your teams, this episode offers practical insights you won't want to miss. If you enjoyed this episode, be sure to leave a 5-star review on your streaming platform. Mike also encourages you to reach out at Mike@harbourresources.com to share your thoughts on the episode or suggest topics you'd like covered in future conversations.

Failing Ferociously, Owning Your Ambition & Saying YES to Yourself with Monica Dominic In this soul-shaking episode of YES WOMAN, Carina sits down with the electrifying, big-hearted Monica Dominic entrepreneur, keynote speaker, podcast host, and author of the upcoming book Ferocious Ambition for a conversation that will change how you see failure, ambition, and yourself. This episode is a love letter to the WOMAN who's been taught to fear failure, shrink her ambition, or carry shame that was never hers to begin with. Together, Carina and Monica pull back the curtain on what it really takes to live a bold, wealthy, purpose-driven life—one rooted in heart, courage, and radical self-trust. If you've ever been fired, doubted yourself, stayed too long in something that felt like a no, or wondered whether you're "too much" or "not enough," this conversation is for you. In This Episode, We Talk About: Why failure is not the problem—fear of shame is What it means to fail ferociously (and why it's the fastest path to growth) The radical truth: failure does not mean you are a failure How women carry shame differently than men—and how to release it Saying YES to yourself when the world tells you to play it safe Why authenticity is the real secret to rising above Knowing when something is a holy hell YES—and when it's time to walk away Quotes You'll Feel in Your Bones: "If it doesn't fail, you're not pushing yourself hard enough." "You have survived 100% of your worst days." "When it stopped being fun, I honored myself and said goodbye." "Failure does not mean you are a failure." "You are worthy—of love, ambition, joy, and greatness." About Monica Dominic Monica Dominic is the co-owner and Chief Client Officer of ProTeam Solutions, host of the Ferocious Ambition Podcast, and a globally sought-after keynote speaker. She is known for helping WOMEN own their ambition, speak their truth, and rise—without apology. Her upcoming book, Ferocious Ambition, shares raw, real stories of failure, resilience, reinvention, and what it actually takes to build a powerful life and career. Connect with Monica: Website: https://monicadominic.com Podcast & Book: https://ferociousambition.com Final Love Note This episode is your permission slip to stop hiding, stop waiting, and stop making fear the boss of your life. You don't need to be perfect. You need to be YOU. Say YES to your truth. Say YES to your ambition. Say YES to the WOMAN you already are. If this episode spoke to you… Subscribe to YES, WOMAN so you never miss an episode. Every week we're saying YES to the lives we actually want to live. And if you loved this conversation, would you take 30 seconds to leave a review? Your review helps more WOMEN find the show and step into their next chapter. Finally, if this episode sparked something in you, we'd love to hear from you. Email the team anytime at team@theinstituteofwoman.com and tell us what landed, what you're saying YES to, or what you'd love us to talk about next. We read every message. Until next time… Say YES to yourself.

If culture moves at the speed of TikTok, then today's CMO has to move just as fast. This week, Jim is joined by Sofia Hernandez, Global Head of Business Marketing and Commercial Partnerships at TikTok. Since launching in the U.S. in 2018, TikTok has reshaped culture, content, and marketing. And its mission, to inspire creativity and bring joy, has fueled extraordinary growth, even as the company has navigated controversy and major shifts, including the recent acquisition of TikTok U.S. by a consortium of investors including Oracle, Silver Lake, and MGX. The platform now reaches more than one billion users globally and has grown into a multi-billion-dollar advertising business, generating an estimated $33 billion in ad revenue in 2025.Sofia has spent the past six years helping build TikTok's business during one of the most dynamic growth periods in tech. In her role, she helps brands around the world show up effectively on one of the most culturally influential platforms in the world. Before TikTok, Sofia served as Chief Client Officer at the consumer insights platform Suzy and began her career in advertising at Publicis, later spending five years at BBDO. An activist at her core, Sofia also speaks openly about representation in tech, where Latinas hold roughly 1% of executive roles, and she is deeply committed to fostering inclusion across the industry.Tune in for a conversation with a leader who believes today's CMOs must evolve into enterprise leaders who connect culture, creativity, and business results.—Learn more, request a free pass, and register at iab.com/newfrontsPromo Code for free access: CMOPODNEW26*Note: promo code is exclusive for brand and agency, brand marketers and media buyers. IAB reserves the right to cancel any registrations that don't meet this criterion. —This week's episode is brought to you by IAB.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Beth Everhart is Managing Director at AntiSocial, where she leads growth across North America and strengthens the agency's social-first, talent & partnership and media offerings. She brings senior leadership experience and a deep client background, guiding cross-functional teams and complementing AntiSocial's existing strengths with strategic perspective as the agency expands its footprint in North America. Previously, Beth served as Chief Client Officer at Pearpop and held senior roles at leading agencies working with brands including Microsoft and Snap.

AI in customer experience, fraud prevention, and back-office operations is moving fast in banking and financial services, and the firms that fall behind risk losing both customers and competitive ground. Tedd Huff, CEO of fintech advisory firm Voalyre and founder of Fintech Confidential, sits down with Mamta Rodrigues, Chief Client Officer of Banking, Financial Services and Insurance at TP, one of the largest employers in the world with over 500,000 people globally. Mamta brings decades of hands-on experience across American Express, MasterCard, Visa, and Synchrony, and she holds a patent, a signal that she has spent real time building products, not just advising on them. The conversation covers practical AI use cases in fraud, collections, and compliance, along with what separates clients who get results from those who stall out after a pilot.The pressure on banks and fintechs right now comes from two directions at once. Consumer expectations keep rising because people interact with payment products every single day. At the same time, fraud is accelerating. Every time the industry catches up, fraudsters adapt faster and the cycle resets. That means fraud teams, product teams, and customer experience teams are all fighting for resources and attention at the same time. For treasury managers, CFOs, and compliance leaders, this creates a real tension: how do you invest in AI-powered fraud prevention and still deliver a smooth experience that keeps customers loyal?The numbers from inside TP's client work tell a clear story. Fifty percent of TP's solutions are now AI-led, with the heaviest concentration in back-office operations like fraud, financial crime, and claims management. Mamta describes a recent deployment of TP's AI blueprint, tp.ai fab, layered into an existing client's operations to prevent and predict fraud. The results showed significant improvement in key metrics. On the collections side, predictive analysis now arms agents before a call even starts with propensity to pay, likely timing, expected recovery percentage, and recommended remediation paths. That kind of preparation changes the entire tone of a collections interaction from adversarial to solution-oriented, and the outcome is measurable: increased repayment, stronger loyalty, product expansion, and reduced breakage.One of the clearest signals Mamta uses to gauge whether a client will actually get results versus abandon the effort after a test: the composition of who shows up. When the cross-functional team walks through the door, operations, product, IT, and data leaders together, that's when real progress happens. She describes a design thinking approach where the client provides a problem statement in advance, both sides bring the right people, and in a single day they can shape a solution direction. The typical pattern is that they start with one problem statement and end the session with additional problem statements and new opportunities they had not considered. Clients who send a single department to "explore AI" without bringing the other stakeholders rarely make it past the pilot stage.Looking three to five years out, Mamta expects advanced AI and predictive analytics to fundamentally reshape how customer experience operates, powered by stronger data foundations and more mature tech stacks. She predicts continued growth in AI-led back-office solutions, deeper fraud protection capabilities, and a rising focus on elevating talent rather than replacing it. The human factor, she says, will always remain because both the customers and the agents serving them are still people. Her single piece of advice to fintech executives and founders: "Be comfortable with the uncomfortable." The firms that try, pivot, learn, and avoid the belief that they already know everything will be the ones that pull ahead.Key HighlightsFraud Signals Your Phone RevealsEvery mobile transaction generates thousands of hidden data points including gyroscope movement, touch pressure patterns, key press timing, and screen angle behavior that machine learning models use to verify identity. IP address matching combined with geolocation checks can confirm whether the person making a payment is physically located where their device says they are, adding layers of fraud protection most consumers never realize exist.Automation Is Not Replacing AgentsTP proposes automation first in every client engagement, yet the goal is augmenting agent performance through AI-powered training, quality assurance, and workforce management tools. Mundane tasks like balance inquiries have already moved to apps, while new roles in data analysis, predictive modeling, financial crime investigation, and fraud prevention are growing faster than the positions being phased out.Consumer Behavior Now Drives FintechBanking and payments typically lead BFSI adoption cycles because consumers transact with payment products daily, while insurance interactions are infrequent and purpose-driven. That frequency gap means consumer expectations hit banking and fintech firms first, forcing faster response times and creating pressure that insurance companies eventually absorb as a fast follower.Living On Cash Taught Product ThinkingOne of the sharpest product leadership lessons came from spending an entire month using only cash, no cards, no checks, no electronic payments, to understand what consumers actually experience when they lack access to modern payment tools. That hands-on immersion shaped a framework for understanding customer pain points from the inside out, a method still applied today when onboarding new clients by finding internal employees who already use the client's products.The Real Meaning Of DataThe phrase "so what of the data" reframes the entire conversation around why raw data collection means nothing without a clear connection to personalization, spend analysis, and predictive outcomes. Combining multiple data sources with analytics can reveal buying power, transaction patterns, location behavior, and propensity to pay, turning passive information into active intelligence that drives customer engagement and retention.Storytelling Aligns Stakeholders FasterComplex enterprise sales involving operations, product, and executive teams require more than technical specs to move forward, and framing solutions around a clear North Star with a human impact story accelerates buy-in. Using a collections call as an example, the narrative centers on saving a customer relationship rather than recovering a balance, which reframes cost of acquisition against breakage and makes the ROI case emotionally and financially persuasive.Banks Now Seek Outside PerspectiveA year ago, most banking clients told TP they would solve AI and CX challenges internally within their own teams and systems. In the last twelve months, that posture has shifted sharply toward requesting peer group insights, consortium-style knowledge sharing across 350+ global BFSI clients, and collaborative problem solving that treats the current wave of change as an industry-wide learning curve.Culture Shapes Customer Experience StrategyThree years of living and working in India reinforced that cultural context directly affects how customers respond to service interactions, communication styles, and engagement approaches across different regions. Global CX strategies that ignore cultural layers risk delivering a technically sound but emotionally flat experience, which is why regional adaptation matters as much as the tech stack powering the interaction.Hidden Fraud Detection Through BiometricsBeyond standard two-factor and three-factor authentication, financial services firms are now layering behavioral biometrics that track how a person physically handles their device during a transaction. Screen touch patterns, movement signatures, and Face ID verification create a composite identity profile that runs silently behind every interaction, catching anomalies that traditional password-based security would miss entirely.Meeting People Where They AreCross-functional leadership across global teams starts with something as simple as asking a new direct report which communication channel they prefer, whether that is Viber, WhatsApp, text, or another platform. That small signal of respect sets the tone for a people-first management approach where multiple perspectives are actively solicited, because the operating principle is that one brain is never as effective as seven or eight working together.Five Key Takeaways1️⃣ Bring Cross-Functional Teams To Every PilotSending one department to evaluate AI or data analytics tools is how pilots die quietly after 90 days. Get your operations lead, product owner, IT or data leader, and digital officer in the same room with one shared problem statement before you commit budget. That combination forces the real blockers to surface early, things like legacy system constraints, rule adjustments, and use case selection, so you can design around them instead of discovering them after you have already spent the money.2️⃣ Use Your Own Products Before SellingThe fastest way to understand a customer's pain is to become one. Before pitching a solution or onboarding a new client, find people inside your own organization who already use that client's product and pull them into the conversation. You will learn more about friction points, feature gaps, and real user behavior in one week of hands-on product use than in six months of reading market research decks.3️⃣ Arm...

Nick Miaritis is a prominent advertising and marketing executive, serving as Global Chief Client Officer at VaynerMedia (a leading creative and media agency under VaynerX), based in New York. He joined in 2018 and leads brand partnerships, accelerates client growth, builds new agency capabilities, and oversees high-profile campaigns (e.g., Super Bowl work for clients like WK Kellogg Co).Prior to VaynerMedia, he spent 12 years at Saatchi & Saatchi, where he worked globally, led teams on iconic campaigns—including the Cannes Lions International Festival of Creativity Grand Prix-winning “It's a Tide Ad” Super Bowl spot and Miller High Life's “One Second Ad”—and honed expertise in integrated creative, strategy, and brand storytelling.

What Just Happened headed to CES 2026 in Las Vegas. and Christine Russo sat down live on-site with Nathalie Gaveau, Chief Client Officer at Publicis Sapient, to talk about what it really means to move from AI curiosity to AI deployment.Publicis Sapient sits in a unique position in the market, operating at the intersection of strategy, engineering, data, and design, and moving with a speed that is often missing in large enterprise organizations. Gaveau points to the firm's DNA as an innovator, from helping create the earliest airline seat booking systems to building some of the first large scale ecommerce platforms. That legacy shows up today in how quickly the company moves from idea to execution, combining deep technical capability with a founder mindset that prioritizes outcomes, not theory.Russo and Gaveau dig into why CES has become a proving ground for enterprise AI and why strategy has to lead before technology. Gaveau explains that AI is no longer about experimentation or side projects. It is about scaling, driving real ROI, and making sure people actually use the tools being deployed. Without engagement, AI does not learn and does not deliver value.The conversation centers on data as the foundation for everything. Gaveau is direct about the reality that many large companies are still not AI ready because of fragmented, legacy data systems. She shares how Publicis Sapient approaches this with a founder mindset, prioritizing use cases that deliver near term impact while building toward long term transformation.Russo and Gaveau also explore the rise of non human customers and what it means when AI agents, not people, are making buying decisions. From agentic experience to the shift from SEO to GEO, they discuss how brands need to rethink discovery, storytelling, loyalty, and perception in a world where agents are shopping on behalf of humans.The episode closes with reflections on CES themes like companion AI, robotics, and health tech, and why ease of use, speed, and trust determine what actually scales.

Sandi Bragar, CFP®, Chief Client Officer and Partner at Aspiriant, shares how the firm's independent, employee-owned structure shapes its client-first approach and differentiates it in the wealth management landscape. She also discusses Aspiriant's perspective on succession planning, growth priorities for the year ahead, and what advisors curious about the firm should know.

At the 2025 Sibos conference, Richard Anton, Chief Client Officer at CIBC Mellon, spoke on a panel moderated by James Maxfield, Duco's Chief Product Officer, on how industry participants can prepare for the next generation of AI. The panel explored the industry's active deployment of agentic AI solutions and the surrounding considerations from a governance and risk mitigation perspective. This episode of CIBC Mellon Industry Perspectives, hosted by Jennifer Israel, Senior Manager, Corporate Communications and Marketing, in conversation with CIBC Mellon's Tim Pinnell, Relationship Executive, Global Financial Institutions, offers a look back at some of the key highlights from the panel discussion. This presentation contains the presenter'spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither thepresenter nor CIBC Mellon nor any other person are, by means of thispresentation, rendering accounting, business, financial, investment, legal,tax, or other professional advice or services.  This presentation isintended for general informational purposes only. It may not be regarded ascomprehensive nor as a substitute for professional advice.  Before takingany particular course of action, contact your professional advisor to discussthese matters in the context of your particular circumstances.  Neitherthe presenter nor CIBC Mellon accept responsibility for any loss or damageoccasioned by your reliance on information contained in this presentation. ©2025 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information.  No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such.  Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

"There is no White Knight coming to save you." My former boss Lindsay Pattison said this to me recently, and it landed hard. Lindsay was global CEO of Maxus, part of Mark Read's core WPP team, running a global agency network at what she calls "200 miles an hour." At that speed, you don't have time to question whether you're going in the right direction. You just go. Until the day she realized: this pace was making decisions for her. So she did something radical. She chose to pause. Not because she had to. Because she wanted agency over what came next. The conversation we had about this decision is one of the most honest I've recorded. It's about: * What it really means to have agency when you're at the top (it's not what you think) * The responsibility that comes with leadership that nobody talks about * How to make massive life decisions without certainty * What happens when you stop running and start choosing This is exactly why I'm launching the new series Mojo Under Fire - conversations about the crucible moments that forge great leaders Remember to subscribe to be notified about new episodes. And please do rate & review this episode on Apple Podcasts. Hope you love it Richard

Erika Flowers, the Chief Client Officer at Profitable Ideas Exchange (PIE), shares her journey from growing up in Montana and falling in love with cross-country skiing to racing professionally both in the U.S. and internationally. She reflects on how her passion for skiing helped her build strong friendships, instilled resilience, and taught her goal-setting, all skills she later found invaluable in her corporate career. Erika discusses the understated power of bringing your outside interests, or "Ands," into the workplace, believing these passions make people more human and effective in business. She explains how PIE's culture thrives by embracing diverse backgrounds and putting people first, aligning with their B Corp values. Erika encourages listeners to recognize the unique value of their outside passions and to seek out workplaces that truly support "living your best life." She closes by crediting her ongoing love for cross country skiing and trail running as continual sources of strength and inspiration both personally and professionally. Episode Highlights · Erika Flowers explains that her initial involvement in skiing was about making friends, but it soon evolved into a passion and a core part of her life. · She highlights how the discipline, teamwork, goal-setting, and resilience developed through cross country skiing directly translate into valuable skills for her career and business, not just for athletes but for anyone with an outside interest or hobby. · Erika Flowers stresses that sharing personal interests at work enhances authenticity, relatability, and connection with colleagues, ultimately making teams stronger. · She describes how by PIE putting people first and becoming a B Corp all supports a healthy, human-centered environment that benefits both employees and clients. · Erika Flowers encourages listeners not to shy away from their hobbies or "Ands," even if they feel niche or irrelevant, because these interests are a source of genuine connection and distinct human value in any professional setting.

Chief Client Officer at Ipsos in the UK Richie Jones joined us to discuss exclusive polling about where Britain gets its news, who responds to different styles of communication, and how a global media landscape is changing local societies. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we get into how produce season can be chaotic but not with the proper plan in place. Our guest, George Schergen, Chief Client Officer at Dynamic Logistix, breaks down the ways to best plan and prepare for produce season as well as the best ways to help produce season shippers. For more information, subscribe to Running on Ice the newsletter or podcast. Follow the Running on Ice Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In luxury resale, customer relationships can span decades as buyers become sellers and vice versa. Geronimo Chala, Chief Client Officer at Rebag, explains how the brand has evolved from a simple buyout model into a comprehensive lifestyle platform that prioritizes community over transactions. From developing membership models that grow customer funds by 27% annually to creating experiences where customers connect with each other rather than just the brand, Rebag's approach demonstrates the future of loyalty in an omnichannel world.Curating the Re-Sale LifecycleKey takeaways:Community over transactions: Rebag shifted from viewing customers as individual transactions to building "a sense of community" where customers feel they "own the company" through membership and engagement models. - Geronimo [08:30]No channel separation: "There really is no separation between e-commerce and the physical stores" because customers naturally move between digital and physical touchpoints in their shopping journey. - Geronimo [05:31]Person-first data collection: Rather than focusing on brands and colors, Rebag captures customers' "internal self, their core beliefs" and lifestyles to create meaningful connections before any transaction occurs. - Geronimo [17:44]Curated solutions, not overwhelming options: When you have too much to offer, "we have to first get to know that customer, collect that data from them to then evaluate" which services will be most impactful, like "a concierge" at a resort. - Geronimo [23:29]In-Show Mentions:Charles Gorra (CEO and Founder, Rebag)Elizabeth Lane (Chief Marketing Officer, Rebag)Partnership with Macy's Inc. and Bloomingdale'sAssociated Links:Learn more about EndearCheck out Future Commerce on YouTubeCheck out Future Commerce+ for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!

August 13, 2025: Eric Utzinger, Co-Founder and Chief Client Officer at Revuud, tackles the world of healthcare consulting. Drawing from 15 years in healthcare consulting, Eric reveals how the industry shifted around 2013, creating a system where traditional staffing firms often add little value beyond letterhead while charging substantial markups. What happens when technology enables direct access to pre-vetted talent pools? The conversation explores how marketplace platforms can eliminate intermediary costs while maintaining quality control, and why the assumption that higher costs equal better consultants may be costing health systems more than they realize. Eric addresses the critical balance between project success, talent vetting, and transparent pricing in an industry where finding the right IT expertise quickly can make or break major implementations. Key Points: 02:08 Challenges in Healthcare Consulting 04:53 Client and Talent Interaction 06:52 Vetting and Quality Assurance 09:56 Common Mistakes in Hiring Contractors X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

Welcome back to Season Two of the PIE-Cast, where we will be diving into The Growth Engine, A Guide to Building a World-Class Business Development Function in Professional Services. In this episode, TJ Dennis sits down with returning guest Erika Flowers, the Chief Client Officer and Partner at Profitable Ideas Exchange. Erika is one of the four authors of The Growth Engine and she talks through what an Ideal Client Profile (ICP) looks like and why it matters, gives us a few sports analogies that help paint a picture of working as a team in business, and why professional services need to find their niche. If you have feedback about the show or would like to learn more about working with PIE, please contact us at: connect@profitableideas.com. You can also learn more about our previous books, How Clients Buy and Never Say Sell, by visiting our website. Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

It's easy to launch an AI proof of concept. It's hard to turn it into a solution people actually enjoy using and continue to use over the long haul. In this episode, Knownwell CMO Courtney Baker teams up with CEO David DeWolf and Chief Product & Technology Officer Mohan Rao to unpack the real-world challenges of operationalizing AI. From starting with the right problem to mastering change management and workflow integration, they share practical strategies for bridging the gap from prototype to production. Pete Buer kicks things off with a look at a Columbia University/New York-Presbyterian AI breakthrough that detects hidden heart disease with 77% accuracy—and how early detection applies to industries far beyond healthcare. Then, Pete sits down with Jim Garrity, Chief Client Officer at SingleStone, to explore his delightfully BORING AI framework. They discuss why targeting unglamorous but business-critical processes can unlock major value, how insurance underwriters are speeding decisions with AI, and why professional services retention is all about avoiding single-threaded relationships and spotting growth opportunities early. Explore how to stop flying blind and start harnessing AI for what it does best before it's too late. Visit www.knownwell.com to get a guided tour of the platform. Watch this episode on YouTube: https://youtu.be/U8KG0iPUPNU 

Maggie O'Toole's remarkable journey from arriving in Chicago from Poland with just $300 to becoming Chief Client Officer at Dash Solutions exemplifies the power of mindset and determination in creating extraordinary outcomes. Her story serves as both inspiration and blueprint for anyone looking to make their mark in the payments industry.With disarming candor, Maggie shares the formative experiences that shaped her leadership philosophy – from bartending jobs in her early days to orchestrating client success strategies at a Fortune-recognized innovative company. She reveals how focusing on possibilities rather than limitations became her superpower, allowing her to navigate unfamiliar terrain without a support system and ultimately thrive professionally.At the heart of Maggie's leadership approach is a profound understanding that business success stems from human connection. "Businesses are people, and people want to do business with who they like and trust," she emphasizes, highlighting how Dash Solutions differentiates itself through exceptional service built on relationships. This philosophy drives her work transforming how companies handle payment operations across healthcare and other sectors traditionally slow to embrace digital innovation.Maggie offers a refreshingly nuanced perspective on modern leadership, advocating for situational approaches tailored to team members' growth journeys rather than one-size-fits-all management. She stresses the importance of psychological safety in fostering innovation, encouraging teams to "question everything" and imagine what might be possible if failure wasn't an option. For women navigating career advancement, her advice to "find your tribe" rather than just pursuing job titles resonates as both practical and profound.

What happens when the primary users of an industry's products aren't well-represented in its leadership? Serena Smith, Chief Client Officer at i2c, tackles this fundamental question in a fascinating exploration of women's influence in the payments ecosystem.The stark reality? Women drive 85% of consumer purchases across categories but hold only 27% of C-suite positions in financial services. This disconnect creates a leadership opportunity that Serena has embraced throughout her remarkable career journey, which began in a bank's mailroom and led to executive roles spanning global payment operations.Serena shares the pivotal risk that transformed her career trajectory - pitching a new remittance processing business directly to FIS's executive team when her position was threatened by an acquisition. This bold move not only saved her job but catapulted her career forward, embodying her philosophy that calculated risk-taking and authentic leadership are essential for success.Her battle with cancer represents another transformative chapter, reshaping how she approaches leadership: "I'm not the same person I was before cancer. I'm stronger, wiser, more alive." This experience taught her to lead with purpose, gratitude, and a heightened awareness of what truly matters.As payments become increasingly personalized, Serena emphasizes that tomorrow's successful payment solutions must adapt to consumers rather than the reverse. At i2c, she helps clients navigate this evolution through a flexible technology stack that supports global payment processing needs across 90+ countries.For aspiring women leaders, Serena's advice is clear: own your story, recognize your unique perspective as strength, develop deep business knowledge, and both seek and provide mentorship. The future of payments needs diverse voices at the table, especially from those who understand consumer needs firsthand. 

Being the biggest leader in your industry sector doesn't guarantee the future anymore. These days it can be quite the opposite, as we continue to witness big-dog leaders being dethroned by the next generation of agile tech-enabled competitors.On this episode of The Reboot Chronicles Show we have a sit down with Wayne Levings, a CEO, Chief Client Officer, and Executive Committee Member at Kantar, to learn from one of the biggest reboots of our decade.For Kantar, the struggle over the last decade has been real, as they have been through multiple reboots, adapting to the global power shifts in the market. The first reboot came with a mandate to breakup some of the pieces and spinout the company from the WPP Mothership through a partnership with Bain Capital. Now on their own, Kantar is a $3.5B marketing data and analytics powerhouse with 25,000 employees operating in 100 countries. With massive backing from Bain they have an opportunity to invest in next-gen areas, like AI and automation, and seize what's next. But it won't be easy to fight back and disrupt the disruptive disruptors.Watch or listen as we unpack this exciting reboot in progress, as they search for the perfect balance of AI and human-driven data—with a sneak peek into the future in this frothy hyper-competitive market being disrupted by AI.

This episode features Dr. Jason Greenberg, Chief Client Officer at Ventra Health and Chair of key ASA committees, discussing trends impacting physicians today including labor shortages, reimbursement challenges, and underutilization. He shares insights on the importance of advocacy, the future of AI in revenue cycle, and how physicians can take the lead in transforming healthcare.

In this special edition, we're on location at IT Nation Secure in Orlando, where cybersecurity leaders, channel experts, and solution innovators gathered to share ideas, build partnerships, and level up the industry—together. The one unifying theme: Winning as a Team. In a fast-evolving cybersecurity landscape, individual tools and talent aren't enough. True resilience—and growth—come from collaboration, trust, and shared purpose. We bring you three dynamic conversations with 4 industry leaders who embody this spirit of partnership: Mike Estep, Chief Client Officer, Blackpoint Cyber. Rayanne Buchianico, Owner, ABC Solutions, LLC. Adam Anderson, CEO and Claudia Horbrook, Customer Success Associate, ThreatCaptain. Highlights include: Collaboration in cybersecurity: internal teams, external partners, and clients. AI integration and security positioning. Value of true partnerships and knowing your numbers. PitchIT Accelerator program. Power of storytelling, investment into people and culture. Resource: Ten Questions to Ask When Selecting an MDR Provider https://rb.gy/lxxqdd We're grateful that they were able to join and share their unique perspectives on collaboration, innovation, and leadership during IT Nation Secure. Timestamps: [01:35] Blackpoint Cyber [28:24] ABC Solutions [44:42] ThreatCaptain --- more --- If you want to master the art of audience engagement while learning how to conquer speaking anxiety, deliver persuasive presentations, and close more deals, this is the program for you. Twins Talk It Up is hosted by identical twin brothers Danny Suk Brown and David Suk Brown, who share leadership communication strategies designed to help professionals embrace the power of their authentic voice. Together, we'll explore tips and tools to unlock the full potential of your voice, dominate every stage you step onto, and elevate your influence and value. Along the way, we'll crush goals and share plenty of laughs. Book a Free 15-minute discovery call: dsbleadershipgroup.com/schedule-a-call/ Website: appmeetup.com/twinstalkitup/ Community: facebook.com/groups/publicspeakingpoints Patreon: patreon.com/twinstalkitup

In this episode of the Becker's Healthcare Podcast, Lukas Voss sits down with Becky Kahn, Chief Client Officer at Ingenovis Health, to discuss how healthcare organizations can navigate today's workforce challenges with greater flexibility, innovation, and tech-enabled solutions. Becky shares the latest talent trends, the benefits of customized staffing strategies, and how Ingenovis' recent data analysis partnerships are helping health systems build more sustainable teams.This episode is sponsored by Ingenovis Health.

In this episode, we dive into the world of produce season and how to best prepare for it. Our guest, George Schergen as Chief Client Officer at Dynamic Logistix breaks down the outlook for the 2025 produce season and how it's expected to stack up compared to 2024 levels. For more information subscribe to Running on Ice the newsletter or podcast. Follow the Running on Ice Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Confidence isn't something you're born with—it's built through effort, resilience, and a relentless commitment to growth. In this episode, you'll hear how Leah Emkin, Chief Client Officer at Wilshire, went from not knowing what an RFP writer was to leading client teams at one of the most respected financial firms. Her story is proof that when you show up, stay curious, and do the hard work, you don't just survive—you thrive. Leah shares the mindset shifts and daily habits that helped her grow into a trusted leader, the power of staying in your lane while playing to your strengths, and how to handle rejection without losing momentum. If you've ever questioned whether you belong in the room or wondered how to lead with both empathy and grit, this conversation will give you the real talk—and reassurance—you need. Visit our website where you will find show notes and links to all the resources in this episode, including the best way to get in touch with our special guest. The key moments in this episode are: [00:00] Introduction to Beyond Barriers Podcast [00:27] Building Confidence Through Competence [01:07] Meet Leah Emkin: A Journey of Hard Work and Curiosity [03:48] Leah's Role and Responsibilities at Wilshire [05:16] Embracing Openness and Curiosity [12:42] Navigating Challenges and Building Resilience [16:48] Overcoming Limiting Beliefs and Imposter Syndrome [21:39] Gaining Perspective with Age [22:41] Daily Habits for Success [24:52] Navigating Parenthood and Flexibility [25:32] Building Strategic Relationships [26:49] The Importance of Mentorship [28:28] Women Supporting Women in Investments [29:44] Leveraging Community and Networks [30:51] Embracing Discomfort for Growth [33:23] Advice for Job Seekers [34:52] Lightning Round and Final Thoughts

On today's episode, we track the trading action following the S&P 500 entering correction as President Trump's trade war escalates. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore.Plus, a look at how Trump's policies on trade shape global markets. We speak to Sandi Bragar, Chief Client Officer at AspiriantSee omnystudio.com/listener for privacy information.

What does it take to craft meaningful connections between brands, athletes, and fans?This week, Cameron Wagner, a veteran sports marketer with over two decades of experience, joins me to share her journey in creating impactful activations and redefining sports marketing. From orchestrating partnerships at six Olympic Games to working with iconic brands like Hasbro and P&G, Cameron offers a behind-the-scenes look at how she's elevated fan experiences and brand storytelling.We discuss the art of activation, the evolving role of personal branding in sports, and how to balance creativity with strategy to cut through the noise. Cameron also shares her perspective on mentorship, the challenges of cultivating new talent in a post-pandemic world, and the unconventional methods that fuel his creativity.Whether you're a marketer, a sports enthusiast, or simply curious about the stories behind unforgettable campaigns, this episode is packed with insights and inspiration to take your craft to the next level.About Cameron:Cameron Wagner is the Chief Client Officer at Elevate, an award-winning, full-service consulting firm supporting high-performing organizations in sports and beyond. In her role leading the agency's global brand consulting and activation practice, Wagner utilizes Elevate's powerful data and insights engine to create convention-defying partnerships and activations for brands. She believes in the unique power of sports and live events to forge meaningful connections between consumers and brands and has played a key role in crafting some of the most iconic brand programs in sports history.Before joining Elevate, Wagner served as the Chief Client Officer at GMR Marketing, where she oversaw US-based offices in New York, San Francisco, and Charlotte, as well as teams in the UK, Brazil, and Tokyo. Before her tenure at GMR, Wagner held a key leadership role at IMG, leading significant programs for major brands including Coca-Cola, Visa, and Hasbro.Among her industry accolades, Wagner considers the client programs her team developed and activated across eight Olympic Games as some of the most significant and meaningful of her career. This includes work for clients, such as Procter & Gamble, Visa, Intel, General Electric (GE), Bridgestone, and many others.Wagner earned her B.S. in Communications from Appalachian State University. A casual runner and determined golfer, she resides in Charlotte, NC, with her husband and two sons. She is an active member of the community, serving on the board of Charlotte's Crisis Assistance Ministry and previously on boards for the Charlotte Housing Authority Scholarship Fund and the Bethlehem Center, where she also served as a CHAMPS mentor.Connect with CameronLinkedIn: www.linkedin.com/in/cameron-wagner-0a92394Connect with VeronicaInstagram: https://www.instagram.com/vromney/If you're serious about advancing your career in marketing and you're looking for some personal insights into how then I invite you to schedule a free Pathway to Promotion call with me: https://pathwaycall.com/If you found value in today's episode, I would appreciate it if you could leave a rating and review.

In this episode, Michelle talks to us about all the work she has been doing in Arizona when it comes to Advanced Air Mobility. The US state is making great strides in this market, so we talk about companies such as Honeywell, which is leading the way and helped organise a successful event at the end of 2024. Michelle also shares more details about why the event was set up and the encouraging support it received from different parties keen to be involved. She also tells us about the various projects which are ongoing in Arizona, which will help propel the state as one of the early leaders in early stage operations.

We talk to Phil Case, President and Chief Client Officer of Max Connect Digital. Phil shares his journey from studying Arabic for diplomacy to pivoting into marketing. He led a successful agency before joining Max Connect Digital, growing it from $17M to over $50M in revenue. He emphasizes audience-driven marketing, long-term brand building, and balancing performance with strategy for sustainable success.

Why do we hesitate to talk openly about money, and how can breaking this silence transform our financial futures? In this compelling episode of "The Angel Next Door," host Marcia Dawood explores the pervasive taboo surrounding money conversations and how lifting this veil can lead to a healthier financial mindset. Through insightful dialogue, the episode illuminates the importance of embracing vulnerability and the power of open discussions about wealth and investments.Our esteemed guests for this episode are Sandi Bragar and Cammie Doder, co-hosts of the popular "Money Tales" podcast. Sandi, as the Chief Client Officer at Aspiriant, has a deep-seated passion for aligning clients' investments with their values and long-term goals. Her personal journey through family financial conflicts has given her a unique perspective on the importance of financial transparency. Cammie, the Chief Marketing Officer and a dedicated mother, advocates for making financial literacy relatable and engaging. Both bring their wealth of experience and commitment to demystifying financial conversations.This episode is a must-listen as Sandi and Cammie share their mission to normalize money talks, stressing that early financial experiences shape our attitudes and decisions. They discuss the profound impact of aligning one's investments with personal values and how such alignment can lead to more fulfilling life choices. The episode offers practical advice on how to engage in financial conversations without fear and emphasizes the dynamic nature of our financial priorities. Tune in for an episode filled with empowering insights designed to transform how you think and talk about money, leaving you better equipped to navigate your financial journey with confidence. To get the latest from Sandi and Cammie, you can follow them below!LinkedIn - https://www.linkedin.com/in/sandi-bragar/https://www.linkedin.com/in/cammiedoder/https://aspiriant.com/https://aspiriant.com/podcasts/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode, host Catherine Gray sits down with Cammie Doder and Sandi Bragar of Aspiriant, a premier wealth management firm. Cammie Doder is the Chief Marketing Officer and a partner at Aspiriant. She is passionate about fostering client connections through thoughtful marketing strategies and empowering clients to make well-informed financial decisions. With an MBA from UCLA and a BS from USC, Cammie combines a strong educational background with years of experience in brand leadership. Her role centers on client advocacy, brand consistency, and connecting with new clients who align with Aspiriant's forward-thinking, fiduciary-focused values. Sandi Bragar, Aspiriant's Chief Client Officer, leads the firm's Planning, Strategy & Research team, which offers an advanced wealth planning platform for personalized client support. With a background in tax consulting at Ernst & Young and numerous industry accolades, Sandi brings decades of expertise to Aspiriant, where she has been a partner since 2002. She is a Certified Financial Planner™ and has been recognized as one of Forbes America's Top Women Advisors. A dedicated mentor in the Financial Planning Association and a respected media contributor, Sandi is committed to helping families navigate complex financial landscapes with clarity and confidence. In this episode, Catherine, Cammie, and Sandi discuss the journey of building meaningful client relationships in wealth management, the importance of trust and transparency, and how Aspiriant supports individuals in achieving financial security. They also share insights on the evolving roles of women in finance and the power of mentorship. Join them for an inspiring conversation on creating impact and fostering a client-centered approach in financial planning. https://aspiriant.com/ www.sheangelinvestors.com    Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels    

Join us at Anesthesiology 2024, The American Society of Anesthesiologists (ASA)'s annual general meeting. We're gathering exclusive cutting edge conversations recorded at the conference with some of the key speakers, guests and delegates. In this piece our guests share their in-depth expertise on running a successful independent anesthesia practice and cover the key elements on how practices can proactively manage their financial health. Presented by Mike Grocott, with his guests, Ventra's Chief Client Officer, Jason Greenberg, MD, and Scott Healthcare Consulting's CEO, Shena Scott, MBA, FACMPE, serve together on the ASA Committee on Practice Management and the Small to Medium Sized Practices subcommittee.

Our guest in this episode is Krishnan Venkata, the Chief Client Officer at LatentView Analytics. With over two decades of experience, Krishnan has been pivotal in transforming data analytics into a tool for global impact, driving significant returns for Fortune 500 companies and leading LatentView to become a global leader in analytics. Our conversation explored the transformative power of data analytics and its potential to impact both business and society positively.Key points discussed include:Data for Good Initiatives: Krishnan shares how LatentView uses data analytics to support healthcare and underprivileged communities.Return on Insights: Emphasizing actionable insights, Krishnan explains how LatentView measures the impact of analytics strategies.AI and Machine Learning: Krishnan discusses the future of data analytics and the role of AI in solving real-world problems.Listen to the podcast to find out more

What do you get when you combine a Grammy winning billionaire rapper with the content marketer of a multi-billion dollar brand... A multicultural content amplifier expert with a free wheelin' media pro? You get insights from four incredible individuals who gave spontaneous Insider Interviews to me during Advertising Week New York 2024. Guests and Highlights 1. Kris Magel, VP, Head of Global Agency Partnerships - Freewheel: Kris discusses his new role and how Freewheel is making things easier for #CTV providers and advertisers.  He explains the company's efforts to “demurkify” the programmatic advertising space and make it more transparent and controllable for both publishers and agencies.      And to really clarify? Catch his analogy to his martini-loving 84-year-old Aunt Pat. Trust me. 2. Percy ‘Master P' and Hercy Miller: The legendary 5X Grammy Award Winning Rapper, Entrepreneur, Actor, Investor, Author, Filmmaker, Record Producer, Philanthropist and yes, Mogul (!), Master P, along with his NCAA star son Hercy Miller, talk about their latest ventures. Master P and Hercy Miller with Jeff Hamilton Jacket Master P shares insights from his new book, "Five Ps to Wealth," and emphasizes the importance of financial literacy. They also discuss their involvement with Jeff Hamilton's branded jackets and the significance of NIL (Name, Image, Likeness) deals for athletes like Hercy. Best quote you can take to the bank: "Product outweighs talent."  3. Jeannine Shao Collins, Chief Client Officer, Kargo: Jeannine highlights the importance of amplifying multicultural content. Jeannine Shao Collins with Jess King at SeeHer She shares key takeaways from her panel at the SeeHer event, emphasizing the need for accurate representation and authentic voices in media and why they've made a commitment to supporting diverse publishers. Jeannine also talks about Kargo's innovative ad tech solutions and how they put "the art in the science." 4. Annie Granatstein, VP Content Marketing, Marriott International/Marriott Bonvoy: After Annie told the Brand Innovators audience crowd about her content marketing approach, I had a 1:1 where she explained how she manages heading up global content for more than 36 brands... And about Marriott's brand purpose, which drives contributions to diverse and inclusive content. She shares insights on how they identify traveler passion points and approach sustainability. Annie also highlights a favorite trend: podcast-video convergence (yay!) using Marriott's "About the Journey" podcast as an example. See Resources.  Key Moments: [00:02:40] Demurkifying the advertising marketplace -- Kris Magel: Simplifying the complex world of programmatic advertising and helping Aunt Pat not get overserved. [00:10:13] Financial literacy and securing generational wealth -- Master P and Hercy Miller: The importance of financial literacy, aligning with brands, and leveraging NIL deals. [00:12:45] Diverse voices and the value for marketers -- Jeannine Shao Collins on the impact of multicultural media and Kargo's role in supporting them. [00:19:05] Traveler passion points -- Annie Granatstein: Marriott's innovative content strategies, brand purpose and what's trending. Resources: FreeWheel: https://www.freewheel.com/ Master P: IG: @MasterPMiller TikTok: MasterPOfficial The 5 Ps to Wealth Book: https://www.amazon.com/dp/B0D77SVH4D Master P Masterclass: https://masterpmasterclass.com Kargo: https://www.kargo.com/ Marriott YouTube: https://www.youtube.com/@MarriottBonvoy/podcasts  Connect with Insider Interviews: Instagram: https://www.instagram.com/insiderinterviews Facebook: https://www.facebook.com/InsiderInterviewsPodcast/ YouTube: https://bit.ly/InsiderInterviews-YouTubePlaylist LinkedIn: https://www.linkedin.com/in/mossappeal Threads: https://www.threads.net/@insiderinterviews  X: https://x.com/InsiderIntervws And, email podcasts@mossappeal.

Today we're talking about the power of data and AI in the enterprise with Krishnan Venkata, Chief Client Officer at LatentView Analytics. We'll explore how data can drive meaningful business change, demystify the applications of generative AI, and discuss strategies for successful adoption of data initiatives.With over 20 years of experience in the Technology and Knowledge Services, I am a seasoned analytics executive who leads global client services at LatentView Analytics, a leading data and analytics firm. As the Chief Client Officer, my mission is to build long-term and mutually beneficial partnerships with our clients, and to bring them innovative and impactful solutions across each stage of our relationship.About Krishnan VenkataI have a deep technical knowledge and a strong track record of managing C-level relationships and leading sales and business development. I have also successfully abstracted solutions delivered into products and platforms, and evangelized them across organizations with similar pain points across industries.In addition to my role at LatentView, I also serve as a board advisor to early-stage technology companies, where I leverage my expertise and network to help them grow and scale.RESOURCESLatentView Analytics website: https://www.latentview.com/Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio  Attend the Mid-Atlantic MarCom Summit, the region's largest marketing communications conference. Register with the code "Agile" and get 15% off.Register now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price.Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnowThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

Today we're talking about the power of data and AI in the enterprise with Krishnan Venkata, Chief Client Officer at LatentView Analytics. We'll explore how data can drive meaningful business change, demystify the applications of generative AI, and discuss strategies for successful adoption of data initiatives. With over 20 years of experience in the Technology and Knowledge Services, I am a seasoned analytics executive who leads global client services at LatentView Analytics, a leading data and analytics firm. As the Chief Client Officer, my mission is to build long-term and mutually beneficial partnerships with our clients, and to bring them innovative and impactful solutions across each stage of our relationship. About Krishnan Venkata I have a deep technical knowledge and a strong track record of managing C-level relationships and leading sales and business development. I have also successfully abstracted solutions delivered into products and platforms, and evangelized them across organizations with similar pain points across industries. In addition to my role at LatentView, I also serve as a board advisor to early-stage technology companies, where I leverage my expertise and network to help them grow and scale. RESOURCES LatentView Analytics website: https://www.latentview.com/ Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio   Attend the Mid-Atlantic MarCom Summit, the region's largest marketing communications conference. Register with the code "Agile" and get 15% off. Register now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price. Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

In this episode of The Brainy Business podcast, Melina Palmer and Christopher Frank, Chief Client Officer at PSB Insights, dive into the art of decision-making in a data-driven world. Christopher, who has a rich background with industry giants like American Express and Microsoft, shares his expertise in leveraging consumer insights to gain a competitive edge. As a thought leader in critical thinking and decision science, he offers valuable perspectives on how to ask the right questions and interpret data for smarter business decisions. Christopher's insights are not only theoretical but also practical, drawn from his extensive experience and his acclaimed books, Drinking from the Fire Hose and Decisions Over Decimals. He emphasizes the importance of starting with the right questions to truly understand the problem at hand and how to make decisions that are both informed and intuitive. His approach to synthesizing data with judgment offers a fresh perspective on navigating the overwhelming amount of information available today. In this episode: Uncover the power of asking the right questions to make better decisions. Learn how to leverage data and intuition to drive business strategy. Discover the importance of context in interpreting data points. Explore the concept of "quantitative intuition" and how it can be developed. Understand the role of culture in fostering an environment that thrives on data-driven decisions. Show Notes: 00:00:00 - Introduction Melina Palmer introduces Christopher Frank and highlights his extensive experience in data analytics and decision science. 00:04:12 - Christopher Frank's Background Christopher shares his journey through American Express, Microsoft, and his current role at PSB Insights, emphasizing his focus on leveraging data for smarter decisions. 00:09:35 - The Importance of Asking Questions Christopher discusses the value of starting with questions to understand the problem and make better decisions, sharing some of his favorite questions to ask. 00:16:28 - The Power of "What Surprised You?" Christopher explains how asking "What surprised you?" can unlock valuable insights and create a safe learning environment. 00:22:50 - Case Study: Outliers in Data Christopher shares a compelling story about how investigating outliers in customer satisfaction data led to significant business insights and strategic decisions. 00:30:17 - Moments of Truth in Consumer Behavior Christopher talks about identifying and understanding the critical moments that matter to consumers and how they can shape business strategies. 00:35:42 - Summary vs. Synthesis Christopher explains the difference between summarizing data and synthesizing it with judgment to make informed decisions. 00:40:05 - The Context Triangle Christopher introduces the concept of the context triangle and how it helps in interpreting data points from multiple perspectives. 00:41:05 - Conclusion, What stuck with you while listening to the episode? What are you going to try? Come share it with Melina on social media -- you'll find her as @thebrainybiz everywhere and as Melina Palmer on LinkedIn. Thanks for listening. Don't forget to subscribe on Apple Podcasts or Android. If you like what you heard, please leave a review on iTunes and share what you liked about the show.  I hope you love everything recommended via The Brainy Business! Everything was independently reviewed and selected by me, Melina Palmer. So you know, as an Amazon Associate I earn from qualifying purchases. That means if you decide to shop from the links on this page (via Amazon or others), The Brainy Business may collect a share of sales or other compensation. Let's connect: Melina@TheBrainyBusiness.com The Brainy Business® on Facebook The Brainy Business on Twitter The Brainy Business on Instagram The Brainy Business on LinkedIn Melina on LinkedIn The Brainy Business on Youtube Connect with Christopher: Christopher on LinkedIn Christopher on X  Learn and Support The Brainy Business: Check out and get your copies of Melina's Books.  Get the Books Mentioned on (or related to) this Episode: Decisions Over Decimals, by Christopher Frank, Paul Magnone and Oded Netzer May Contain Lies, by Alex Edmans A More Beautiful Question, by Warren Berger What Your Customer Wants and Can't Tell You, by Melina Palmer Drinking from the Fire Hose, by Christopher Frank and Paul Magnone Top Recommended Next Episode: The Most Important Step In Applying Behavioral Economics: Understanding the Problem (ep 126) Already Heard That One? Try These:  Framing (ep 296) Felicity Heathcote-Marcz Interview (ep 324) Warren Berger Interview (ep 340) Alex Edmans Interview (ep 423) Beatrix Daros Interview (ep 424) Other Important Links:  Brainy Bites - Melina's LinkedIn Newsletter

Featuring Dylan Smith, Chief Client Officer at Propio Language Services. We explore how technology is enhancing language services in healthcare, breaking down barriers and improving access and equity for all patients. This episode is packed with insights for healthcare professionals and executives aiming to improve the patient experience from end-to-end, along with real world examples of tech-driven language solutions making a difference. Find Dylan's work at www.propio.com Watch the video for this episode on YouTube @TheDigitalHealthcareExperience The Digital Healthcare Experience is a hub to connect healthcare leaders and tech enthusiasts. Powered by Taylor Healthcare, this podcast is your gateway to the latest trends and breakthroughs in digital health.  About Us: Taylor Healthcare empowers healthcare organizations to thrive in the digital world. Our technology streamlines critical workflows such as procedural and surgical informed consent, ransomware downtime mitigation, contactless patient check-in, RX color coding solutions and more. Learn more at taylor.com/digital-healthcare  

In this episode of the RETHINK Retail Podcast, Loretta Choy, Chief Merchant Officer and Chief Client Officer at Stitch Fix, explores the intersection of AI, data, and human expertise in retail. She discusses the importance of balancing art and science in merchandising, the evolving role of merchants, and the impact of AI on personalized shopping experiences. -Gain insights into how AI-driven personalization is revolutionizing retail. -Discover innovative trends shaping the future of retail merchandising. -Understand the critical role of data in making profitable retail decisions. -Hear about sustainable practices in fashion retail for a greener industry. Ready to join or Join the GRL community? Nominate yourself or another retail executive to join the community today: www.globalretailleaders.com