Podcasts about chief financial

The building industry in Australia 2025 is still feeling the ripple effects of COVID, supply chain chaos, and builder collapses, and we wanted to know what it actually looks like to survive all that. So we brought in Brad Duggan, CEO of Metricon, to pull back the curtain on what went wrong, what they got right, and what others need to understand if they’re going to build homes (and stay afloat) in this market. Brad doesn’t hold back. He talks about the grind; the fixed-price contracts, the cost blowouts, the tough calls they had to make just to finish the work they promised. We got into what shifted for buyers too: smaller homes, simpler choices, and a stronger demand for turnkey builds. There’s a reason Metricon pivoted in that direction, and it’s not just about profit, it’s about stability. We also talked through some of the bigger picture issues shaping the building industry in Australia 2025. Delays in planning, lack of trades, materials tied up in tunnels and infrastructure jobs, councils dragging their feet. Brad’s got strong views on all of it, and some practical thoughts on what actually needs to change. If you’re buying, building, or even just trying to wrap your head around the future of housing in Australia, this chat cuts through the noise. So let's dive in and get started. Episode Highlights: 00:00 - Introduction 01:11 - Who is Brad Duggan? 01:33 - How bad has it really been for builders in the last few years? 04:14 - The toughest truths Brad had to face in stepping in as CEO 05:56 - How much building capacity did the industry lose due to insolvencies? 07:26 - If builders went under, why is there still a skilled labor shortage? 09:05 - What’s driving the increase in home building costs today? 11:45 - How much of the 50% cost increase is due to materials vs labour? 14:48 - Is outsourcing builds to China a practical solution to supply shortages? 16:05 - What makes modular construction so expensive and hard to scale? 18:29 - Are Australians too picky about customisation for mass-market housing to work? 20:31 - Why aren’t apartments a good entry point for young buyers? 21:21 - What types of builds make up Metricon’s current portfolio? 22:41 - What are the cost and risk differences between custom builds and volume builders? 25:19 - The risk of cookie-cutter suburbs in affordable housing 29:38 - Has construction productivity actually improved in Australia or not? 32:43 - Should buyers focus more on land content for better capital growth? 36:38 - Have all affected customers from collapsed builders been helped? 37:45 - What role should regulators play in builder accountability? 39:05 - Are investors finally returning to the market? 40:07 - What’s wrong with how some investment properties are sold? 47:14 - Does protecting the ‘neighbourhood feel’ stall progress? 51:39 - Brad Duggan’s property dumbo About Our Guest: Brad Duggan is the Chief Executive Officer of Metricon, Australia’s largest home builder. He stepped into the CEO role in July 2023 after serving as the company’s Chief Financial and Operating Officer. With over two decades of experience in finance and construction, Brad has held senior leadership positions at Probuild, WBHO Infrastructure, Australian Unity, and PwC. He holds a Bachelor of Commerce in Accounting and Finance from the University of Tasmania and is a Chartered Accountant. Brad is known for his pragmatic leadership during one of the most challenging periods in the construction industry, guiding Metricon through a successful financial turnaround while maintaining its position as the country’s top residential builder. Connect with Brad Duggan: LinkedIn https://au.linkedin.com/in/brad-duggan-96160818 Website https://www.metricon.com.au/ Resources: Visit our website https://www.theelephantintheroom.com.au If you have any questions or would like to be featured on our show, contact us at: The Elephant in the Room Property Podcast questions@theelephantintheroom.com.au Looking for a Sydney Buyers Agent? https://www.gooddeeds.com.au Work with Veronica: https://www.veronicamorgan.com.au Looking for a Mortgage Broker? https://www.alcove.au Work with Chris: chrisbates@alcove.au Enjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word and join us for more insightful discussions in real estate. Your journey starts now! Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcast Subscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719 Subscribe on Spotify: https://open.spotify.com/show/3Ge1626dgnmK0RyKPcXjP0?si=26cde394fa854765 See omnystudio.com/listener for privacy information.

Rebecca van Bergen and Chris Van Bergen are the visionary leaders behind Nest, a nonprofit advancing gender equity and economic inclusion in the global artisan and maker economy. As Founder and Executive Director, Rebecca launched Nest in 2006 at just 24, building partnerships with brands like Etsy and Patagonia to support over 250,000 artisans across 120+ countries and pioneering global standards for home-based work. Chris, Nest's Chief Financial and Operating Officer since 2011, has helped guide the organization through rapid growth, leading ethical compliance efforts and expanding programs that serve thousands of small businesses worldwide. Together, they've redefined the role of handmade craft in the global economy—empowering communities, promoting transparency, and shaping a more equitable future for workers everywhere. In this conversation, we talk about their journey together as partners in life and work, their challenges and joys, and what they imagine for the future.

This episode, recorded live at the Becker's Healthcare 12th Annual CEO + CFO Roundtable, features Anisha Sood, Chief Financial and Strategy Officer at First Choice Health. She shares insights on cybersecurity, AI-driven efficiencies in prior authorizations, and the evolving role of provider partnerships in healthcare administration. Anisha also discusses regulatory changes, employer needs, and the future of data-driven healthcare collaboration.In collaboration with R1.

In the intricate world of healthcare, where every moment counts and every dollar matters, a unique leadership role is emerging at the crossroads of clinical practice and financial operations. Dr. Carla Haack, VP/Chief Financial Informatics Officer at Emory Healthcare, embodies this shift, championing the need for clearer communication between clinicians and revenue cycle teams. Haack, […] Source: “It's About Getting Paid Accurately for the Work We are Doing” – Emory's Chief Financial Informatics Officer Talks about The Goals of Her Unique (But Perhaps Growing) Role on healthsystemcio.com - healthsystemCIO.com is the sole online-only publication dedicated to exclusively and comprehensively serving the information needs of healthcare CIOs.

Columbia-based MU Health Care says it's doing all it can to continue their participation in the Anthem Blue Cross Blue Shield network. Columbia-based MU Health Care started notifying patients in December that they're working to reach an agreement with Anthem to renew its contracts, which are set to expire on March 31, 2025. That's a little more than a month away. MU Health Care says the two parties hope to reach a mutual agreement to prevent disruptions for patients. MU Health Care chief financial officer Greg Damron and MU Health Care chief operating officer Tonya Johnson joined host Fred Parry in-studio for the hour on February 15, 2025 on 939 the Eagle's CEO Roundtable” program to discuss the issue. Mr. Damron emphasizes that MU Health Care is being transparent. “I mean we are asking for a substantial you know either increase in our rates over three years and/or relief from a lot of their operational practices that, you know, both tie up administrative resources and in a lot of cases delay care for our patients." Mr. Damron tells listeners. He also says health care costs are generally going up, adding that it's not just about inflation. "There's utilization of services, costs of new drug categories that are out there on the market," he tells listeners. As for Anthem, they tell 939 the Eagle that one of their primary goals is protecting affordability for those they serve. Here is the full statement 939 the Eagle News received from an Anthem spokesperson: "We are currently in discussions with University of Missouri Health Care (MU Health Care) for a multi-year extension to our existing contract. MU Health Care is demanding a price increase of 39% over three years, which is slightly less than their initial proposal. No part of this request is in line with customer expectations or increases accepted by other health systems. One of Anthem's primary goals is to protect affordability for those we serve. We will continue to work with MU Health Care to reach an agreement that maintains access to affordable care for our members":

It's been 6 months since the packaging giant Smurfit Westrock formally delisted from the Dublin Stock exchange. In that time, shares in the newly merged entity have soared 40% vindicating the decision to quit in many ways. The company, which is still headquartered in Dublin, posted a 4th quarter net income of $146m though it expects to earn an EBITDA of over $1.1bn.Though it's set to be an interesting time for Smurfit in the US as that nation rows back on its recycling and DEI positions. Joe discusses all with Ken Bowles the Chief Financial officer with Smurfit Westrock.

Healthcare costs continue to be the most unpredictable expense for businesses, creating a challenging dilemma for CFOs. While healthcare benefits serve as a powerful tool for recruiting and retaining employees, the escalating costs are forcing many finance leaders to seek innovative ways to reduce expenses without compromising the quality of care or the attractiveness of their benefits packages.Anisha Sood is the Chief Financial and Strategy Officer at First Choice Health, with more than 20 years of experience across the healthcare industry. Since joining First Choice Health in 2019, she has overseen finance and strategy, focusing on offering more cost-effective solutions to employers. In this episode, Anisha talks to host Melissa Howatson about why healthcare costs are rising and how providers like First Choice Health are bringing them down without sacrificing quality care.Discover how CFOs can adopt innovative approaches to manage both healthcare costs and employee benefits expenditures effectively during challenging economic times.Discussed in This Episode:Recent trends and changes in healthcare benefits, and factors contributing to rising costsHow First Choice Health is disrupting the traditional healthcare benefits model through expanded partnerships and reduced administrative costsStrategies to mitigate healthcare costs, including how insurers can tailor benefits to an employer's unique needs, considering factors such as geography and remote workforceBalancing the CFO's need to control costs with the CHRO's goal of recruiting and retaining employeesThe growing importance of mental and behavioral health benefits in comprehensive healthcare packages

Healthcare costs continue to be the most unpredictable expense for businesses, creating a challenging dilemma for CFOs. While healthcare benefits serve as a powerful tool for recruiting and retaining employees, the escalating costs are forcing many finance leaders to seek innovative ways to reduce expenses without compromising the quality of care or the attractiveness of their benefits packages.Anisha Sood is the Chief Financial and Strategy Officer at First Choice Health, and has more than 20 years of experience across the healthcare industry. Anisha joined First Choice Health in 2019, where she oversees finance and strategy, including on the company's goal to offer more cost-effective solutions to employers. In this episode, Anisha talks to host Melissa Howatson about why healthcare costs are rising, and how providers like First Choice are bringing them down without sacrificing quality care.Discover how CFOs can seek innovative approaches to effectively manage both healthcare costs and employee benefits expenditures during challenging economic times.Discussed in This EpisodeRecent trends and changes in healthcare benefits, and factors contributing to rising costsHow First Choice Health is disrupting the traditional healthcare benefits model through expanded partnerships and reduced administrative costsStrategies to mitigate healthcare costs, including how insurers can tailor benefits to an employer's unique needs, considering factors such as geography and remote workforceBalancing the CFO's need to control costs with the CHRO's goal of recruiting and retaining employeesThe growing importance of mental and behavioral health benefits in comprehensive healthcare packages

#798: Join us as we sit down with Katy Song – Chief Financial Planner at Domain Money. With nearly two decades of experience helping families with children and young couples organize their finances, Katy has encountered a wide range of financial situations. In this episode, Katy shares practical tips on proactive planning & investing, taking control of your financial future, overcoming debt, & tackling other financial challenges. Katy also dives into strategies for short-term & long-term growth, weighs the pros & cons of renting vs. buying, & offers guidance on building a strong financial foundation – no matter where you are in life!   To connect with Domain Money click HERE   To connect with Katy Song click HERE   To connect with Lauryn Bosstick click HERE   To connect with Michael Bosstick click HERE   Read More on The Skinny Confidential HERE   To Watch the Show click HERE   For Detailed Show Notes visit TSCPODCAST.COM   To Call the Him & Her Hotline call: 1-833-SKINNYS (754-6697)   This episode is brought to you by The Skinny Confidential   Head to the HIM & HER Show ShopMy page HERE to find all of Michael and Lauryn's favorite products mentioned on their latest episodes.   This episode is sponsored by Domain Money  Visit domainmoney.com/himandher to book a free 30 minute strategy session today.    Produced by Dear Media

Alice Albright, CEO of the Millennium Challenge Corporation (MCC), joins Mike Shanley to discuss MCC's role in US foreign policy, key MCC accomplishments, future countries and sectors of work, and how organizations can partner with MCC. RESOURCES: - MCC LinkedIn: https://www.linkedin.com/company/millennium-challenge-corporation - MCC Instagram: https://www.instagram.com/mccgov/ - Doing Business with MCC: https://www.mcc.gov/work-with-us/mcc-business/ - MCC Business Forecast: https://www.mcc.gov/resources/doc/report-business-forecast/ - Procurements on sam.gov BIOGRAPHY: Alice P. Albright is the Chief Executive Officer of the Millennium Challenge Corporation where she provides strategic leadership and vision to the agency helping deliver on programmatic priorities. Ms. Albright has more than 30 years of international experience in the private, non-profit and public sectors. Prior to MCC, Ms. Albright served as the CEO of the Global Partnership for Education (GPE). As a political appointee of the Obama Administration, between 2009 and 2013, she was the Executive Vice President and Chief Operating Officer of the Export-Import Bank of the United States (Ex-Im Bank). Beforehand, she was the Chief Financial and Investment Officer for the Global Alliance for Vaccines and Immunizations (GAVI). Prior to working in international development and government, Ms. Albright was a banker focusing on emerging markets, working principally at J.P. Morgan. Ms. Albright has served on two G7 Gender Equality Advisory Councils, appointed first by the President of France for the 2019 G7 and subsequently by the Prime Minister of the United Kingdom for the 2021 G7. Additionally, she has served on the Boards of Williams College and Mercersburg Academy. Ms. Albright received her MIA from Columbia University's School of International and Public Affairs and her BA from Williams College. She is a Chartered Financial Analyst and a member of the Council on Foreign Relations. LEARN MORE Thank you for tuning into this episode of the Aid Market Podcast. You can learn more about working with USAID by visiting our homepage: Konektid International and AidKonekt. To connect with our team directly, message the host Mike Shanley on LinkedIn.

Die Themen im heutigen Versicherungsfunk Update sind: Versicherte Schäden durch Naturgefahren 2024 leicht rückläufig 2024 verursachten Naturgefahren wie Sturm, Hagel und Überschwemmungen versicherte Schäden in Höhe von 5,5 Milliarden Euro, 100 Millionen Euro weniger als im Vorjahr, so der GDV. Während Schäden durch Sturm und Hagel mit 2 Milliarden Euro rückläufig waren, lagen Elementarschäden durch Starkregen und Überschwemmungen mit 2,5 Milliarden Euro weiterhin über dem langjährigen Durchschnitt. In der Kraftfahrtversicherung fielen die Schäden mit gut 1 Milliarde Euro leicht unterdurchschnittlich aus. Stuttgarter kalkuliert BU-Tarife neu Die Stuttgarter hat ihre Berufsunfähigkeitstarife neu kalkuliert und die Berufsgruppenzuordnung für 750 Berufe verbessert. Durch die Anpassungen sind Beitragssenkungen von bis zu 40 Prozent möglich. Zudem wurden die BU-Bedingungen überarbeitet, unter anderem durch einen erweiterten Verzicht auf Umorganisation und eine vereinfachte Leistungsanerkennung ab 50 Jahren. Zurich erweitert Grundfähigkeitsversicherung Die Zurich Gruppe Deutschland hat den Leistungsumfang ihrer Grundfähigkeitsversicherung erweitert. Neu abgesichert sind Fähigkeiten wie Fahrradfahren, Nutzung öffentlicher Verkehrsmittel, Smartphones und Bildschirmarbeit. Trotz der Leistungserweiterung sinken die Beiträge für alle Risikoklassen um bis zu 18 Prozent. Besonders geeignet ist die Versicherung für körperlich Tätige und Berufe mit hohem Risiko sowie für Kinder ab fünf Jahren mit einer späteren Wechseloption in eine Berufsunfähigkeitsversicherung ohne erneute Gesundheitsprüfung. Allianz Trade ernennt neuen COO für die DACH-Region Zum 1. Januar 2025 hat Roxana Tigaeru die Position der Chief Operating Officer (COO) bei Allianz Trade in der DACH-Region übernommen. Sie folgt auf Elisabeth Perié, die nach fünf Jahren in der Region den Chefposten des Global Competence Center in Rumänien angetreten hat. Tigaeru, zuvor Interim-COO in der Region Amerika und Chief Financial and Administration Officer in Mittel- und Osteuropa, bringt umfangreiche Erfahrung in IT- und Prozessoptimierung sowie im Finanzmanagement mit. Perseus Technologies: Markel steigt als Investor ein Das Cybersicherheitsunternehmen Perseus Technologies hat mit Markel Insurance SE einen weiteren starken Partner gewonnen. Der global agierende Spezialversicherer steigt als Investor bei Perseus ein, um die bereits bestehende Zusammenarbeit zu vertiefen. FM besetzt zentrale Führungspositionen neu Der Industriesachversicherer FM hat mehrere Schlüsselpositionen neu besetzt: Lyndon Broad wurde zum 1. Dezember 2024 zum Executive Vice President, Staff Insurance Operations, ernannt. Ab dem 1. Januar 2025 übernimmt Laurel Rudnick die Rolle des Senior Vice President, Chief Underwriting Officer, während Danielle Harrison als Senior Vice President, Division Manager, für die mittelstandsspezialisierte Tochtergesellschaft FM Affiliated tätig sein wird.

Talked with Rudina Toro, Chief Financial and Operating Officer, Palm Beach Dramaworks.  They are celebrating their 25th Season.  This year's line up of shows includes:  Lost in Yonkers, The Dresser, The Humans, Camping with Henry and Tom and Dangerous Instruments.  Listeners can buy tickets for individual shows or package of 5 or 4. Patrons can also purchase tickets for Dramawise which is a behind the scenes program that happens the day before opening night. Then January 17-19, 2025 they have the Perlberg Festival of New Plays which is one of the ways they encourage new talent.  The line up plays for the festival includes: Vineland Place by Steven Dietz, Class C by Chaz T. Martin, The Mallard by Vincent Delaney, Two by Chelsea Marcantel, and Alba by Alejando Rodriguez.  PB Dramaworks also does One Humanity Tour where they bring plays to students in school addressing issues the students face. In addition they have a Young Playwrights Contest for students. For more info, buy tickets, become a volunteer or make a donation, listeners can go to www.palmbeachdramaworks.org.

What does it take to lead a school district through tough facilities challenges? Join Dr. Janet Pilcher as she interviews Coy Sasse, Chief Financial and Operations Officer of Rapid City Area Schools, to hear how he champions a culture of excellence and positive accountability. Listen as Coy shares the strategies he and his team use to define, prioritize, and execute their most critical operations needs with strength and focus. This episode addresses questions such as:What are the benefits of involving the community in strategic planning for facilities?What strategies can be used to prioritize facilities improvements?How can leaders promote positive accountability within facilities and operations teams?Recommended Resources: Excellence in Operations, Connecting Operations to Student SuccessRead and study: Each episode of the podcast aligns with the tactics and principles of our host's book, Hardwiring Excellence in Education: The Nine Principles Framework. In conjunction with that book, you can join the mission to create great places to work, learn, and succeed by leading a book study with your leadership team for Hardwiring Excellence in Education. Our free, on-demand book study offers additional tools and resources created by Dr. Pilcher and our Studer Education leader coaches. Each chapter in the study also features exclusive interviews with influential education leaders sharing how they're making a difference in their districts and beyond.Order book here.Sign up for book study here.

The General Data Protection Regulation (GDPR) has been in effect since 2018, reshaping how businesses handle personal data across the globe. While many view GDPR as solely a legal or IT challenge, its impact ripples far beyond those departments—it touches every aspect of an organization. For CFOs, GDPR isn't just about compliance; it's about safeguarding the financial health of the company, managing operational risks, and ensuring long-term sustainability. CFOs must be at the forefront of creating a GDPR-compliant organization, not only to avoid costly penalties but to protect the organization's reputation.Greet Gemels is the Chief Financial and Operating Officer at Advantage Group International, where she oversees the Finance, Human Resources, and Operations functions of a global market research company. In this episode, Greet and host Melissa Howatson discuss the critical implications of GDPR for CFOs and analyze the financial and operational risks involved.Discover how CFOs can effectively navigate current and evolving GDPR requirements to mitigate data security risks, ensure regulatory compliance, and safeguard their organization's financial and operational integrity.Discussed in This EpisodeHow GDPR data privacy laws have transformed data handling practices and regulatory compliance across organizations.The tangible and intangible costs of achieving GDPR compliance, along with the serious repercussions of non-compliance.The risks and implications of working with third-party vendors for tasks such as human resources and payroll.The critical need for strategic resource allocation, cross-functional collaboration, and robust metrics to assess the financial impact of GDPR compliance efforts.

The General Data Protection Regulation (GDPR) has been in effect since 2018, reshaping how businesses handle personal data across the globe. While many view GDPR as solely a legal or IT challenge, its impact ripples far beyond those departments—it touches every aspect of an organization. For CFOs, GDPR isn't just about compliance; it's about safeguarding the financial health of the company, managing operational risks, and ensuring long-term sustainability. CFOs must be at the forefront of creating a GDPR-compliant organization, not only to avoid costly penalties but to protect the organization's reputation.Greet Gemels is the Chief Financial and Operating Officer at Advantage Group International, where she oversees the Finance, Human Resources, and Operations functions of a global market research company. In this episode, Greet and host Melissa Howatson discuss the critical implications of GDPR for CFOs and analyze the financial and operational risks involved.Discover how CFOs can effectively navigate current and evolving GDPR requirements to mitigate data security risks, ensure regulatory compliance, and safeguard their organization's financial and operational integrity.Discussed in This EpisodeHow GDPR data privacy laws have transformed data handling practices and regulatory compliance across organizations.The tangible and intangible costs of achieving GDPR compliance, along with the serious repercussions of non-compliance.The risks and implications of working with third-party vendors for tasks such as human resources and payroll.The critical need for strategic resource allocation, cross-functional collaboration, and robust metrics to assess the financial impact of GDPR compliance efforts.

Welcome back to the Alt Goes Mainstream podcast.On today's episode, we are joined by Mercer Investments' US Financial Intermediaries Leader Gregg Sommer and CAIS' MD and Head of Investments Neil Blundell.Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel.Gregg is Mercer's US Financial Intermediaries Leader, serving US wealth management and family office clients. He is a member of Mercer's Wealth Leadership Team, Wealth Management Strategic Research and Investment Committees, and the Investment Policy Committee. He joined Mercer's Investments business in 2009 and is based in Denver. Gregg began his career at U.S. Trust and over the last 35 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful investment teams focused on risk assessment, asset allocation, due diligence, portfolio management, organizational evaluation, and financial analysis across both private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed real estate and private equity and debt portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally, he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships.Neil brings over 20 years of experience in private markets to CAIS. He recently worked at Invesco as the Global Head of Client Solutions and Alternatives for the Investment Solutions team. He was responsible for developing and managing over $90B in customized multi-asset investment strategies spanning both traditional and alternative solutions and was a member of the team's executive committee, investment committee, and chair of the alternative investment committee. Prior to Invesco, Neil was at BlackRock for 10+ years, where he was most recently Managing Director and Alternatives Platform Head within the Institutional Client Business.Gregg, Neil, and I had a fascinating discussion about how the wealth channel can approach alternatives and how they can think about both diligence and customization. We covered:The case for alternatives.How advisors currently approach alternatives and how they can think about it differently going forward.How to think about portfolio construction that includes alternatives.How alts can help advisors differentiate their practice and attract clients.Following the fast river in a career and why alternatives are “the fast river.”The meaning of “structure over strategy.”The rise in popularity of evergreen funds.Thanks Gregg and Neil for coming on the show to share your views and experience in private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to Sponsor, Ultimus Fund Solutions01:17 Podcast Opening and Guest Introduction01:58 Guest Backgrounds and Career Highlights03:43 Discussion on Wealth Channel and Alternatives03:51 The Case for Alternatives07:47 The Evolution of Private Debt08:23 The Moment It Clicked for Alts12:08 Institutional vs. Wealth Channel Approaches13:54 Educating the Wealth Channel15:47 Evergreen Funds and Wealth Channel19:29 Generational Wealth Transfer20:04 Current Market Trends and Private Markets25:29 Importance of Due Diligence in Alternatives26:33 Advisor Allocation Trends26:53 Expected Allocations in the Next Year27:07 Private Equity and Credit Insights27:17 Real Estate and Hedge Funds Outlook27:27 Emerging Infrastructure Strategies27:47 CAIS Platform Overview28:17 Transactional Volume Trends28:36 Registered Funds Growth29:30 Institutional vs. Wealth Channel Behavior30:25 Customization in Private Markets31:22 Technology's Role in Wealth Management35:52 The Importance of Brand in Investments39:26 Strategic Partnerships in Wealth Management39:56 Concerns About Private Markets Growth43:36 Evaluating Manager's Edge45:54 Future of Alternative InvestmentsDisclosureThis content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Jim Allen, CFP®, ChFC, EA, CDFA (https://www.anchorbaycapital.com/) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties.  He is a Certified Financial Planner (CFP®) and has earned a master's degree in Financial Planning with an emphasis on taxation. In this episode, Brian and Jim discuss: 1. Building Client Confidence: Lessons from Market Turbulence 2. From Seminars to Referrals: Building a Steady Stream of New Clients 3. Balancing Tax Planning and Investment Management 4. Surviving and Thriving in Financial Services LinkedIn: https://www.linkedin.com/in/jimanchorbay/  Website: https://www.anchorbaycapital.com/ Twitter: https://twitter.com/JAllenCFP To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

As the hospitality industry embraces a greener future, sustainability leader Ascott takes centerstage. We explore how their lyf one-north Singapore achieved top eco-friendly honours, how they achieved 50 green certificates across properties in their portfolio in 2023 and delve more into their impactful sustainability framework. Beh Siew Kim, Chief Financial & Sustainability Officer, Lodging, CapitaLand Investment and Managing Director, Japan and Korea, The Ascott Limited sheds light on their strategies en route to achieving the green leadership in the built sector.   Presented by Ryan Huang This podcast is produced and edited by Anthea Ng (nganthea@sph.com.sg) She produces Mind Your Business, Biz-How-To and Breakfast Special segments on the Breakfast Show. Do contact her for topics: C-Suite, SME, Startups, Health-tech, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech and trending businesses in town.  See omnystudio.com/listener for privacy information.

Do you really need to form an LLC when starting your small business? What's the difference between copyright and trademark? What is the CTA, and why do you need to know about new BOI filing requirements? Find out on this episode of The RV Entrepreneur with Kimberly Decarrera from Springboard Legal. Learn all about the new Beneficial Ownership Information filing requirements as part of the Corporate Transparency Act and find out whether or not your company is exempt. Kimberly shares tips for structuring your small business and bookkeeping for beginners. Jim shares his personal experience protecting intellectual property, and Kimberly suggests some important steps to take, especially for coaches and content creators. GUEST BIO: Kimberly DeCarrera is a lawyer, CFO, and business strategist, helping growing companies grow in smart, sustainable ways to ensure long-term success. She has served as in-house Chief Financial and Legal Officer (CFO/CLO) for a fast-growing logistics company, started a fractional CFO service for law firms, and served as a consultant to many of the Fortune 500. She brings all this experience to now help startups and small businesses grow while mitigating risks and maximizing stakeholder value. Connect with Kimberly: https://linkedin.com/in/kdecarrera https://linkedin.com/company/springboardlegal https://facebook.com/springboardlegal https://twitter.com/decarrera RESOURCES MENTIONED Springboard Legal https://springboardlegal.com CTA & BOI E-Filing: https://boiefiling.fincen.gov/ National Law Review - U.S. Corporate Transparency Act: Beneficial Ownership Disclosure Obligations Take Effect https://www.natlawreview.com/article/us-corporate-transparency-act-beneficial-ownership-disclosure-obligations-take ~~~~~~~~~~~~~~~~~~~~~ THE RV ENTREPRENEUR ⁠⁠https://therventrepreneur.com⁠ ~~~~~~~~~~~~~~~~~~~~~ Join the RVE community on Facebook! ⁠⁠https://www.facebook.com/groups/therventrepreneurcommunity⁠ Connect with RVE on all your favorite socials ⁠https://therventrepreneur.com/connect⁠⁠ Got questions or comments for our hosts? Leave us a voice message! ⁠⁠https://therventrepreneur.com/voicemail⁠⁠ (NOTE: Audio submitted may be published on the podcast unless specifically requested otherwise.) Got a great story or tips to share with RVE Listeners? Complete our Guest Intake Form: ⁠⁠https://therventrepreneur.com/guestform⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/rve/message

Ken Onorio is the Chief Financial and Chief Operating Officer of Eagle Point Credit, a $9 billion credit-oriented investment firm. At some level, this is an interview about the softer skills in our space. Having spent time in hedge funds and a tour in fund administration, Ken shares his unique perspective with some key takeaways. Ken then discusses his career path and lessons learned while at JP Morgan, Amaranth Advisors and Sailfish Capital to create a firm and culture built for the long haul. We cover the operational complexities of running credit funds, what is takes to run a publicly listed fund on the NYSE, and how to take a partnership approach to hiring third-party service providers as an extension of your office.    We discuss how to build culture, employee empowerment and how Eagle Point promotes from within and the impact of hiring for attitude, not aptitude. All data included herein is as of February 29, 2024. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

In this episode of the Edge of Casper, special guest Matt Schaffnit, the Chief Financial and Operating Officer at the Casper Association brings over 20 years of cross-industry experience to discuss decentralized economies and blockchain innovation! Support us through our Sponsors! ☕

Ken Onorio, Senior Principal, Chief Financial and Chief Operating Officer of Eaglepoint Credit, joins Jocelyn and Chris on this episode. They discuss key aspects for building an ideal culture for team success and operational scalability.  They include the importance of partnering with reliable third-party providers, learning from early experiences that build foundational skillsets to thrive in the financial services industry, encouraging an atmosphere of support, and building trusted relationships that empower growth.   All data included herein is as of November 30, 2023.

Chief Financial and Administrative Officer of NGP Energy Capital Management and University of Texas at Austin graduate, Jill Lampert talks to Lillian about her career journey, how she thrives in a male-dominated field, and why she thinks it's important to mentor young women in business.    The SpeakHER Series is created by Stuart Country Day School student, Lillian '24. She sits down with impactful women to talk about their journey to their current position and challenges they've faced; she also discusses access to and the power of education, especially for women.

Rob Gerberry, Senior Vice President and General Counsel, Summa Health, explores the role Chief Financial Officers (CFOs) play in helping health care systems navigate the financial headwinds facing the industry. CFOs must work with commercial payer partners on pricing, Medicare and Medicaid on payment issues, and Boards on developing appropriate financial strategies. They must also confront issues like labor and staffing, the balance between maintaining bedside resources while keeping corporate staffing at a necessary level, and the rise of private equity. Rob's panel includes Robin Damschroder, Executive Vice President and Chief Financial and Business Development Officer, Henry Ford Health System, and Mike Browning, Chief Financial Officer, Ohio Health. To learn more about AHLA and the educational resources available to the health law community, visit americanhealthlaw.org.

As the Chief Financial & Growth Officer of the Levi Strauss & Co. clothing brand, Harmit Singh makes tough decisions by sticking to a clear set of values that are well-aligned with the company's larger purpose. He is inspired, in part, by Levi Strauss himself, who started selling his now-iconic jeans during the California Gold Rush and committed some of his first profits to a local orphanage. With this inspiration in mind, Singh reflects on how taking risks throughout his career has made him a more courageous, future-oriented leader.

Maarika Paul is the Chief Financial & Operations Officer at CDPQ, a global investment firm that manages Quebec's pension and insurance assets overseeing $424b billion Canadian in AUM. Prior to joining CDPQ in 2011, Maarika worked for Bell Canada Enterprises (BCE) for almost two decades overseeing various functions across investor relations, M&A, and corporate development. Maarika discusses her career leading up to CDPQ, her current responsibilities and what makes CDPQ unique. We touch on team structure, technology, tax, ESG, and advice for operations professionals. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

Episode: 108 Episode Description: On the face of it, law firm profitability sounds simple enough: revenue - expenses = profit. And yet, profitability can be a dicey topic for lawyers and legal professionals alike. Drawing on PLI's Improving Profitability course (now available to LMA members as a complimentary member benefit), this episode demystifies profitability basics and provides legal marketers and business developers with practical strategies for better understanding and supporting law firms in their strategic growth efforts. Speakers: Debra Baker, Managing Director, GrowthPlay Randy Staggers, CPA, Chief Financial and Administrative Officer, Baker Donelson Relevant Links: To optimize the learning experience, LMA Members are encouraged to log in to their member profile to take the PLI course Improving Law Firm Profitability (https://legalmarketing.org/PLI) prior to listening to this podcast. About this Collaboration: LMA is proud to partner with the Practising Law Institute (PLI), a leading nonprofit learning organization in the legal industry, to offer new, complimentary educational offerings to LMA members. Through this initiative, PLI, a renowned resource for attorneys and other professionals, will offer LMA members exclusive complimentary access to select educational programs. Curated for LMA members with their professional development goals in mind, these programs will provide legal marketing professionals with relevant, useful information on the business of law and substantive legal issues, presented by PLI's faculty of leading industry experts.

Anisha Sood, Chief Financial and Strategy Officer at First Choice Health joins the podcast to discuss her background, top priorities right now, how her organization will evolve over the next couple years, and one change that she or her team has made that yielded great results.

Anisha Sood, Chief Financial and Strategy Officer at First Choice Health joins the podcast to discuss her background, top priorities right now, how her organization will evolve over the next couple years, and one change that she or her team has made that yielded great results.

In this episode, we hear lessons from the C-Suite with Toshie Davis, Chief Financial and Administration Officer at OneTen. Toshie shares her story of pursuing purpose and passion via a career pivot from the corporate sector to nonprofit administration. She gives a behind-the-scenes look at her day-to-day responsibilities as a C-suite leader and how she contributes to the powerful work at OneTen, an organization that is taking a skills-first approach to create one million jobs for Black talent.   Toshie describes how her focus on “pragmatic growth” has fueled her career ascent over the years, and drops major wisdom gems about the mindset transformation that's required to advance in a more strategic leadership position.   In addition to sharing highlights and insights from her leadership journey, Toshie shares about the importance of her sister-community, how being a mother has shaped her leadership journey, and how community care has been critical to her professional success.  Tune in and absorb all of this goodness as Toshie provides a holistic look at her journey to the C-Suite. She inspires us to use our voice, define our vision, and be bold and courageous enough to go after it. Guest Bio: Toshie Davis is OneTen's Chief Financial and Administrative Officer, responsible for the organization's financial oversight, talent, and risk management, as well as its day-to-day operations. As an executive leader with more than 30 years of experience, Toshie is a strategic and financial planning expert with a strong track record in operations management for both commercial and nonprofit organizations. She transitioned from traditional corporate finance to nonprofit management because of her passion for social justice and educational and economic equity.  Before joining OneTen, Toshie held senior leadership roles at Education First Consulting, Turnaround for Children, and City Harvest. Prior to transitioning to nonprofit and education management, she worked for almost ten years at Johnson & Johnson where she managed a global P&L of $300MM and led a team of 40 people. Prior to that, Toshie helped launch an internet company, was a strategic consultant, and began her career in the financial services industry.  Toshie has a B.A. in Economics from The University of Pennsylvania and an M.B.A. in Strategy and Finance from Northwestern University's Kellogg School of Management. Toshie lives in Redondo Beach, CA with her son, Christian. Whenever they get the chance, they can be found trekking through a national park. Learn more about OneTen Website: OneTen.org OneTen on LinkedIn OneTen on Twitter OneTen on Instagram OneTen on TikTok  OneTen on Facebook Credits: Learn more about Black Woman Leading at blackwomanleading.com. Learn more about our consulting work with organizations at https://knightsconsultinggroup.com/ Email Laura: laura@knightsconsultinggroup.com Connect with Laura on LinkedIn Follow BWL on LinkedIn Instagram: @blackwomanleading Facebook: @blackwomanleading Podcast Music & Production: Marshall Knights  Graphics: Te'a Campbell Listen and follow the podcast on all major platforms: Apple Podcasts Spotify Stitcher iHeartRadio Audible Podbay

Chief Financial Analyst at Bankrate Greg McBride joins Jon Hansen to chat about the latest announcement from the Fed. Greg also discusses online savings accounts, Treasury bills, and more!

Today, Hunter spoke with Deepak Budwani, the Chief Financial and Administrative Officer of the Santa Barbara Public Defender Office to discuss how he was able to grow the office 80% in just five years. Long time listeners of the show will know the emphasis on data collection and data analysis, and Deepak is the model for why those things are a must for public defense. In just under 90 days, Deepak helped open a new PD office in Idaho, and by taking the mindset from his time in the public sector, Deepak quickly grew that office by 50% in just three years. None of these massive success stories could have been possible if Deepak didn't understand the importance of creating and utilizing systems and processes that could capture the data he needed to make meaningful budget requests!     Guests: Deepak Budwani, Chief Financial and Administrative Officer, Santa Barbara Public Defense Resources: Contact Deepak https://www.linkedin.com/in/deepak-budwani-57827042 DBudwani@countyofsb.org     Contact Hunter Parnell: Publicdefenseless@gmail.com  Instagram @PublicDefenselessPodcast Twitter                                                                 @PDefenselessPod www.publicdefenseless.com  Subscribe to the Patron www.patreon.com/PublicDefenselessPodcast  Donate on PayPal https://www.paypal.com/donate/?hosted_button_id=5KW7WMJWEXTAJ Donate on Stripe https://donate.stripe.com/7sI01tb2v3dwaM8cMN  

Recorded on 06/06/23 Oliver Chen, TD Cowen's Retail, New Platforms, and Luxury Analyst, is joined by Harmit Singh, Chief Financial and Growth Officer at Levi Strauss & Co, live at the 7th Annual Future of the Consumer Conference in New York. Harmit discusses LEVI's impressive apparel transformation, cutting-edge innovation, and leadership in experiential, omni-channel capabilities. For Disclosures, click here bit.ly/3cPHkNW

Join host Colbert Cannon as he sits down with Paul Knollmeyer, Managing Director and Chief Financial Officer at HPS Investment Partners. Paul breaks down how he was able to leverage the expertise that he acquired at Pricewaterhouse in the late 80s into a position as CFO for Griffin Group, the family office of media and entertainment mogul Merv Griffin. He shares how that role broadened his experience deploying capital, including his first exposure to distress investing in real estate coming out of the savings and loan crisis. Then, we discuss Paul's tenure as COO at Ortelius Capital Partners through the 2008 financial crisis, and his decision to join HPS, then Highbridge Principal Strategies, as its CFO and Chief Risk Officer. He shares how he helped to navigate the successful buyout of Highbridge Principal Strategies from JP Morgan in 2016. And we look ahead to the risks and opportunities that lay ahead in the current macro environment. Learn more about Paul Knollmeyer's role at HPS Investment Partners here. You can find our guest's Best Idea, the novel Die with Zero by Bill Perkins, here. Discover the novelTalk by Michael Smerconish, Colbert's Best Idea for this week, here.

Recovery from body hatred and disordered eating provides many layers of learning that unfold uniquely and spontaneously. "Trusting the process" means that we all work through these experiences and issues at our own pace and in our own way. We can trust that our process is exactly right for us and we don't have to waste precious time comparing ourselves to others. Katy Damani has worked with Beyond Hunger, Laurelee, and Carol since 2006. She's a mother of three, a business owner, a consultant, a financial advisor, and an Executive Coach. She's got over 17 years of accounting experience and 15 years in multi-company business management. She has been the Chief Financial and Operations Manager for a company she helped start in 2013 that achieved national recognition on CNN in 2020. She co-created a continuing education course teaching stress management to Wellness Practitioners. She is the business manager and financial analyst for a successful Pool Hall she owns with her husband in Sacramento, Jointed Cue Billiards.  BA in Public Health from UC Berkeley ★ Support this podcast on Patreon ★

When Sean Lewis started his band it became his first business. He learned so many lessons while he worked in arguably the most challenging industry. Sean has made a career out of flexing knowledge from owning and working in business. His company SLC Advising helps leaders create the tools necessary to make their businesses thrive. If your business is ready for that next level or you are unsure if you are heading in the right direction it's time to connect with Sean Lewis. This terrific guest will help you Love to Own Your business. About Sean Lewis, President, SLC Advisory Group Email: sean@slcadvisorygroup.com LinkedIn: www.linkedin.com/in/seanlewisbuffalony Having served in the roles of partner and Chief Financial and Operating Officer, Sean brings a deep understanding of the challenges facing both the business proprietor and the key individuals who power our businesses forward. Sean uses his over 25 years of business experience to understand your organization's day-to-day operations, and address the myriad of both common and unique challenges that owners and executive officers must overcome as they grow their businesses. Connect and Follow SLC Advisory Website: www.slcadvisorygroup.com/ LinkedIn: www.linkedin.com/company/slc-advisory-group Youtube: youtube.com/@slcadvisorygroup716 More About That Sounds Terrific - Host Nick Koziol For more information on our Podcast, That Sounds Terrific visit our website at www.thatsoundsterrific.com and be sure to follow us on Facebook, Twitter, and Instagram. If you or someone you know are doing some terrific things that should be featured by our show then be sure to reach out by emailing us at thatsoundsterrfic@gmail.com. Special Thank You to Our Sponsors & Key Supporters: Chris Jones of Chris Jones Media for the Introduction and Outro recordings for That Sounds Terrific. Into and Outro animation created in collaboration with Ben Albert of Balbert Marketing, LLC. Boost your business popularity, traffic, and conversions online! The video and audio portions of this podcast are powered by the Vidwheel Creator Network. Join Neil Carrol and be a part of the network that allows you to learn and develop video skills. Make powerful video content while looking terrific on camera so that you can sustain and grow your businesses. Reach a wider audience of clients and partners who need to hear your message and develop the flexibility in your businesses to thrive in a turbulent world. --- Support this podcast: https://podcasters.spotify.com/pod/show/thatsoundsterrific/support

Feb. 22, 2023 - New York State acting Budget Director Sandra Beattie shares how the budget sausage is made and talks about the unique skills and experience she brings to the top job at the Division of Budget. We talk about her role in the budget process, determining the state's capacity to raise revenue and how she plans on celebrating when the final budget deal is struck.

Join us with Tom Reynolds, President of NYS SCOPE- Shooters Committee on Political Educations. I spent almost 30 years as a Chief Financial and Chief Business Officer in colleges (Elmira College), wholesaling (hardware and beauty products), nursing homes and social services (group homes, children services, homeless).  Before becoming a CFO I worked for GE and Ithaca College.  In addition, I served on about 8 social services boards – usually as an officer.  I am now retired.Heavily read in history, and biography but never was actively involved in politics until 2009 when I got involved with the Tea Party and that lead to involvement with the Republican Party.  I was Vice Chair of the Tompkins County Republican Committee (Ithaca) for several years including 2 years after I no longer lived there.In 2010, I was asked to run for the NYS Assembly in the Ithaca area.  I ran as a conservative republican in the most liberal area in upstate NY.  In 2016, I was asked to run for SCOPE president and to my surprise I won. I said I would only serve one year.  In 2018, I became SCOPE's Treasurer. In 2020, I was again asked to be SCOPE's President and am in my 3rd consecutive term. I got actively involved – instead of just voting -  because I believe our constitution was / is threatened and the 2nd Amendment is the most threatened (followed closely by #1).  It is hypocrisy to complain about something but when given a chance to do something to pass on it. SCOPE was formed as an educational organization to protect the Constitution with an emphasis on the 2nd Amendment.  What makes us different from other 2A organizations is that we are chapter / county oriented.  Few other 2A's have county chapters.  We believe in working with other groups who shares our principles or have the same enemy (the enemy of my enemy is my friend)

SIGN UP FOR THE APP Eager for more tools and resources to help you find your fierce? Now you can access additional content across the four content pillars using the Fierce Lab app. Premium subscribers get access to articles, guides, checklists, video content, and workshops, as well as exclusive events for members only. Career development is our own responsibility. Luckily for us, there are a multitude of resources (and people!) to help us along the journey. Robin Helfer, Chief Financial and Operations Officer, is one such person. Robin knows a thing or two about career development and championing oneself. With a rich career of more than 25 years, in which she's been a valued partner responsible for the operational and financial aspects of the businesses she's impacted, Robin is uniquely positioned to give advice on how to build a fulfilling career. From networking and making authentic connections with people within and outside of your company to pushing yourself and getting out of your comfort zone, Robin encourages others to always look for opportunities to learn and grow. That includes the more logistical tasks of knowing and staying on top of “the numbers,” professionally and personally, and setting goals that “have teeth” (S.M.A.R.T.) related to the strategy of your company. It also means making courageous moves, like showcasing your mastery over your area of the business, working cross-functionally, or volunteering for opportunities that augment your skillset and make you a better professional. And that's just the tip of the iceberg! Take a listen to gain more career advice from Robin and Tara on this episode of the Fierce Lab podcast. *Podcast Note: This episode with Robin was recorded in December 2022* FOLLOW FIERCE LAB Follow Fierce Lab on Instagram or LinkedIn for the latest updates. Please be sure to SUBSCRIBE, REVIEW, and SHAREFierce Lab with women who are looking for community and tools for leveling up.

SIGN UP FOR THE APP Eager for more tools and resources to help you find your fierce? Now you can access additional content across the four content pillars using the Fierce Lab app. Premium subscribers get access to articles, guides, checklists, video content, and workshops, as well as exclusive events for members only. Career development is our own responsibility. Luckily for us, there are a multitude of resources (and people!) to help us along the journey. Robin Helfer, Chief Financial and Operations Officer, is one such person. Robin knows a thing or two about career development and championing oneself. With a rich career of more than 25 years, in which she's been a valued partner responsible for the operational and financial aspects of the businesses she's impacted, Robin is uniquely positioned to give advice on how to build a fulfilling career. From networking and making authentic connections with people within and outside of your company to pushing yourself and getting out of your comfort zone, Robin encourages others to always look for opportunities to learn and grow. That includes the more logistical tasks of knowing and staying on top of “the numbers,” professionally and personally, and setting goals that “have teeth” (S.M.A.R.T.) related to the strategy of your company. It also means making courageous moves, like showcasing your mastery over your area of the business, working cross-functionally, or volunteering for opportunities that augment your skillset and make you a better professional. And that's just the tip of the iceberg! Take a listen to gain more career advice from Robin and Tara on this episode of the Fierce Lab podcast. *Podcast Note: This episode with Robin was recorded in December 2022* FOLLOW FIERCE LAB Follow Fierce Lab on Instagram or LinkedIn for the latest updates. Please be sure to SUBSCRIBE, REVIEW, and SHAREFierce Lab with women who are looking for community and tools for leveling up.

Gene Seroka, CEO at the Port of LA, joins us in studio to discuss the latest developments on the supply chain. Build America Mutual CEO Sean McCarthy joins us on site to discuss BAM's services and outlook for the municipal bond market. Bloomberg News Wall Street reporter Eric Kazatsky, Senior US Municipal Strategist with Bloomberg Intelligence, and Chris Brigati, Managing Director and Senior VP of Municipal Investments with Valley National Bank, join us on site for a roundtable on the municipal bond market and investments to look for in 2023. Glenn McGowan, co-head of municipal underwriting at RBC Capital Markets, and Kevin Danckwerth, head of municipal trading at Citi, discuss the outlook for cities, municipalities, and the muni bond market heading into 2023. Jennie Huang Bennett, Chief Financial officer for the City of Chicago, joins us on site to discuss financing a major economic hub like Chicago and plans for the city's financial management post-pandemic. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Matthew talks with Richard Shapiro, the Chief Financial and Operating Officer at Sierra Canyon School in California. They discuss why it is vital to educate students and teachers on security practices and describe a class offered at Sierra Canyon that teaches students how to be cyber-safe. They also talk about how cybersecurity differs at schools from other organizations as well as the cost and benefit of implementing a security system to protect sensitive information.

What are the financial management priorities for the U.S. Department of Transportation? How is Transportation transforming the way it operates? What are the financial implications of some of the department's core initiatives? Join host Michael Keegan as he explores these questions and more with Victoria Wassmer, Assistant Secretary for Budget and Programs and Chief Financial […]

Taranis recently announced a $40M Series D fundraise to fuel growth, focus on global expansion and invest in new technologies. This week, we are joined by Mike DiPaola and Opher Flohr, the company's Chief Commercial Officer and Chief Financial and Operations Officer, for a bonus episode to talk about the news, agtech's evolution and what's next for Taranis. 

Sports Broadcaster Tom Ackerman talks to Cardinals Manager, Oliver Marmol. Then,  Friend of the Executive Vice-President, Chief Financial and Administration Officer of Anheuser-Busch Companies, Jerry Ritter's, Jim Woodcock joins Tom Ackerman.

This episode features Anisha Sood, Chief Financial & Strategy Officer at First Choice Health. Here, she discusses her financial & consulting experience, the benefits of having one executive double-hatting two roles, the growth of First Choice Health, and more.

This episode features an interview with Maarika Paul, Executive Vice President and Chief Financial and Operations Officer at Caisse de Dépôt et Placement du Québec (CDPQ), one of North America's leading long-term institutional investors, with net assets totalling CA$365.5 billion and investments in more than 75 countries. They manage funds primarily for public and parapublic pension and insurance plans.Maarika is a Fellow Chartered Accountant and a Chartered Business Valuator with more than 30 years of experience in financial management. She began her career at audit and tax services firm KPMG, where she worked for 10 years. She then worked at BCE from 1994 to 2011, where her responsibilities included performance evaluation of BCE subsidiaries, financial planning, mergers and acquisitions and investor relations. Maarika was also Senior Vice-President, Corporate Communications and, subsequently, Senior Vice-President, Corporate Services. She is a member of CDPQ's Executive Committee and of the Board of Directors of Ivanhoé Cambridge, the institution's global real estate subsidiary and holds a Bachelor of Business Administration in Accounting from McGill University.On this episode, Maarika addresses overcoming adversity as a woman in finance, deploying new investment strategies for CDPQ with net assets totalling over CA$365.5 billion, and discusses the implementation of AI and augmentation for financial analyses in the future.Quotes*“When I was young, I was a really shy person. Going out, and like most people, you know, if you want, you need to go out and talk in front of an audience, et cetera, that was really tough. And so I always had to push myself along the way, and I think it's particularly true for a lot of women in roles where they kind of go, you know, I'll just kind of keep on the sidelines and be a little bit quiet. You have to push yourself out there. So was that a personal challenge for me? Yes. I think I've kind of got over that, I actually enjoy doing sessions like this with you and sharing experiences and so on. But that I think was a personal challenge for me. Just pushing myself to be more out there.”*”People need to know what their roles are, to be clear about what their roles are, to understand how they contribute to the overall organization. And that means being able to communicate regularly on what our goals are, how we're advancing on them and how their part fits into that. And that allows our people to feel valued, to feel recognized. And, that's a big part of what drives folks. And for people who manage others, it's also taking the time to understand what drives everybody. Because what drives you, Daniel, may not be what drives me. I may give you a huge raise, but that's not really what you're looking for. I mean, you'll take it. You won't say no, but you may actually want different recognition and other people are the total opposite. So it's really understanding, having that personal interaction with people, I think that's really important for us, for example, as well, it's being able to ensure alignment and closeness around our offices globally. That was one of our big challenges.”Time Stamps*[02:53] Maarika's path into finance*[06:56] Unforeseen obstacles in Maarika's career*[09:53] Segment: Cash Crossroads*[13:31] Deploying new strategies when investing*[19:53] A CFO's thoughts on inflation*[21:27] New tech and automation in financial reporting*[24:40] Segment: The Playbook*[30:41] Environmental, Social, and Governance (ESG) in financial analysis*[38:28] Segment: The Report from the Future*[43:52] Implementing a Chief Liquidity Officer?*[45:02] Maarika on AI replacing people in the future*[47:10] Viewing competitor CFOs as industry peersSponsorThe Invisible Vault is powered by the team at Kyriba, the global leader in cloud treasury and finance solutions, empowering CFOs and their teams to transform how they activate liquidity as a dynamic, real-time vehicle for growth and value creation. To learn more visit www.kyriba.comLinksConnect with Maarika on LinkedInCDPQ WebsiteConnect with Daniel on LinkedInFollow Daniel on Twitter

Welcome back to Don't Retire... Graduate! Today's guest is the most educated individual we know in this industry. Dr. Mary Bell Carlson is a financial behavioral expert who has worked with the government, military, and financial educational organizations, is an adjunct professor of financial planning, and is the founder of Chief Financial Moms. She's here to talk about gender differences in personal finance, money histories, and how we can get just one point better every day. In this episode we'll talk about: •The asset shift from baby boomer men to women that will be taking place over the next decade •How women and men look at financial advice and manage money differently  •The need for women in financial planning •Personal financial literacy education and how to know if your school is teaching it •Understanding your money history and starting conversations about it as a couple •How you can get even half a point better each day Visit dontretiregraduate.com for a full transcript of this episode. Resources mentioned in this episode:  https://checkyourschool.org/ https://www.jumpstart.org/ https://freeguide.chieffinancialmom.com/   About Mary Beth Carlson Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous financial seminars and worked on a variety of financial planning and education projects. After getting married and having her two daughters, she started Chief Financial Mom.com, a personal finance education platform to help busy moms. Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University. ChiefFinancialMom.com Facebook @ChiefFinancialMom  Twitter @ChiefFinanceMom  Instagram @ChiefFinancialMom  YouTube Channel @Chief Financial Mom  Linkedin @Mary Bell Carlson, Ph.D., CFP®, AFC® 

In this Speaker Series episode, Greg McBride, Chief Financial Analyst for bankrate.com, joins the podcast. Greg is an advocate for financial literacy and education and has made it his life work to help bring resources and financial tools to young people. Greg talks about his favorite Bankrate: Guiding you through life's financial journey tools, tips for opening your first credit card, maintaining a good credit score and the importance of saving. Nervous about credit, debt, and how to get started? This episode is for you!   Did you know? You will also see Greg's name on the back cover of Gene's award winning book, The Missing Semester. First published in 2013, and updated in 2020, Greg provided an editorial review for the book.   Learn more at https://www.bankrate.com