Podcasts about chief growth officer

Alex Laipple is the Chief Growth Officer at Ethic, a tech-driven investment management platform that helps advisors deliver personalized, values-focused portfolios to their clients. We sat down with Alex at Future Proof Citywide to learn how advisors are differentiating their practices with portfolio customization and building deeper, more personal connections with clients.

After 37 years with the same company, Lissa realized she didn't need to keep proving her productivity to live a meaningful life. At 56, she stepped away from corporate work, moved through a tough season in her marriage, and started building a version of retirement that feels like one word: freedom.In this episode of Retirement Reality, Lissa shares how early retirement opened space for last-minute trips to see her daughter, weekday theater in New York, and time with the FIRE community—choices she never had while working full-time. She also gets into the money side in simple terms: decades of steady saving, modest living, her husband staying on for vesting, and how Connecticut's healthcare options gave them confidence to make the leap.If you're a few years from retirement and tired of feeling like you should always be “doing” something, this episode shows how letting go of productivity can make room for a life that finally fits. If it resonates, consider subscribing so you don't miss the next story.-Lissa is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Mastering Ecosystem Growth and AI Transformation Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this episode, Vince Menzione sits down with Rebecca Jones, Chief Growth Officer of Bridge Partners, to deconstruct the “Power of Three” co-selling model and the shift from AI experimentation to scalable business outcomes. They explore the critical importance of customer-centricity, the role of agentic workflows in solving complex B2B problems, and why the most successful leaders prioritize progress over perfection to show momentum within weeks rather than years. From her background in the financial sector to her experience scaling with industry titans like Microsoft, Rebecca provides a masterclass on navigating the current “tectonic shifts” in technology through strategic alignment and executive commitment. Key Takeaways Bridge Partners focuses on connecting strategy to execution, boasting a 90% referral rate driven by deep expertise in product marketing and partner ecosystems. The market is shifting from mere AI “dabbling” to purposeful applications in MVP and scale, specifically through agentic AI that tackles real business problems. Success in today's landscape requires knowing your underlying value and maintaining an unwavering focus on customer-centricity. The “Power of Three” (Hyperscaler, GSI, and ISV) remains the ultimate design for go-to-market scaling, provided there is a clear joint value proposition. To show immediate momentum, new executives should focus on “quick wins” achievable within six to eight weeks rather than long-term three-year plans. Effective co-selling requires removing blockers like compensation misalignment and securing top-down executive sponsorship across all leadership silos. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. https://youtu.be/nClWjCm6S6A At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Rebecca Jones, Bridge Partners, Chief Growth Officer, co-selling, Power of Three, Hyperscaler, GSI, ISV, SAP, Microsoft, agentic AI, AI experimentation, pipeline velocity, pre-sales workshops, account-based marketing, ABM on steroids, GTM strategy, executive sponsorship, partnership ecosystems, B2B growth, tech industry trends 2026, Ultimate Partner, Vince Menzione, orchestration, value proposition. Transcript Rebecca Jones Audio Episode [00:00:00] Rebecca Jones: Because most of the agents I’ve seen drop into um, a lot of the areas where you and I can download are features. [00:00:07] Vince Menzione: Yes, [00:00:08] Rebecca Jones: they’re really feature agents. I love where we are ’cause we’re starting to tackle real business problems. [00:00:17] Vince Menzione: We just finished Ultimate Partners Winter Retreat here in beautiful Boca to a sold out crowd. Today I’m joined by Rebecca Jones, the Chief Growth Officer of Bridge Partners for this compelling discussion. Rebecca, welcome to the podcast. [00:00:33] Rebecca Jones: Thank you, Vince. [00:00:34] Vince Menzione: I am so thrilled to have you in Boca in the studio. [00:00:37] Vince Menzione: We’ve been working together now for a couple of years. We [00:00:39] Rebecca Jones: have, [00:00:40] Vince Menzione: and yesterday we were at the Ultimate Partner live executive winter retreat here in Boca. Uh, we’re recording in late February, early March timeframe. And, uh, just it was so thrilling to have everyone in the room yesterday. [00:00:55] Rebecca Jones: Was it? I mean, the energy. [00:00:56] Rebecca Jones: It was amazing. [00:00:57] Vince Menzione: Yeah, [00:00:58] Rebecca Jones: it was amazing. And thank you so much for having me. I mean, Florida’s gorgeous this time of year. It’s nice to get outta Seattle. [00:01:04] Vince Menzione: Well, it’s, it’s always, I, I, we, we love Seattle. Yes, we love, we do love to be in Seattle and especially in the spring, which we’ll be there together. We’ll talk about that in a little bit, but, um. [00:01:14] Vince Menzione: This is our first time actually having an interview. I mean, we’ve had you on stage. Yes. We’ve had Bridge as a part. Bridge Partners has been a partner. It’s ultimate partner. How’s that? And, uh, you’ve led some workshops. You help organizations to be successful and I thought just like to start out like, tell us more about you. [00:01:32] Vince Menzione: Yeah, bridge Partner and your role at Bridge Partners. And, uh, just to frame, to frame the conversation today. [00:01:40] Rebecca Jones: Okay. Of course. So let me tell you a little bit about my background. Um, I’ve been in the technology industry for a few decades now, and I started within the product and go to market, side of the house. [00:01:54] Nice. [00:01:54] Rebecca Jones: And I’ve navigated across a number of functional areas. From product to partner and sales. [00:02:02] Vince Menzione: So product development, [00:02:04] Rebecca Jones: engineering, [00:02:04] Vince Menzione: product marketing. Product marketing. [00:02:05] Rebecca Jones: Product marketing. [00:02:06] Vince Menzione: Yeah. [00:02:07] Rebecca Jones: Yes. And so when you look back on the areas of where I focus my time, it’s really how do you help customers grow and how do you help companies grow? [00:02:17] Rebecca Jones: Um, and a lot of my background is in B2B. [00:02:20] Vince Menzione: Very cool. [00:02:21] Rebecca Jones: Yeah. [00:02:21] Vince Menzione: And where’d you get your start? [00:02:23] Rebecca Jones: I started actually in the financial sector. [00:02:26] Vince Menzione: Very cool. [00:02:27] Rebecca Jones: Yeah, [00:02:27] Vince Menzione: very cool. That’s, well, that’s a good grounding and [00:02:30] Rebecca Jones: it’s an excellent grounding. And when you look back, and when I look back at what that provided as a foundation, it’s really the economics of a business and how do you help a business and what are the trend lines behind that by industry and and whatnot. [00:02:45] Rebecca Jones: And so I moved from that over to. More agency view, and so the real market facing view and then back inside to really look at how companies develop their products and bring ’em to market. [00:02:56] Vince Menzione: That’s an exciting, well, I think it’s exciting. I hope our listeners and viewers think it’s exciting and I know Bridge Partners because when I was at Microsoft, we worked with Bridge Partners. [00:03:06] Vince Menzione: But for the listeners and viewers that are with us today, maybe a little bit of background about the company and its, and its structure and go to market. [00:03:13] Rebecca Jones: Yeah, of course. So Bridge Partners is almost 20 years old. [00:03:18] Vince Menzione: Wow. [00:03:19] Rebecca Jones: Wow. [00:03:19] Vince Menzione: Yeah. [00:03:19] Rebecca Jones: Can you believe it? [00:03:20] Vince Menzione: We were newbies when I was working with you. [00:03:22] Rebecca Jones: We, we were newbies and uh, the company was really founded on the principle of how do you connect strategy to execution. [00:03:32] Rebecca Jones: And within that, our first customer was Microsoft. [00:03:36] Vince Menzione: Interesting. [00:03:37] Rebecca Jones: Yeah, yeah, yeah. Uh, and that was an incredible spot to be and an incredible time to be in a company that started to evolve and grow with one of the titans in the industry. And obviously a incredible market leader in the tech industry. [00:03:56] Vince Menzione: Well, and that time 20 years ago, ’cause I was, I was along for that journey. [00:03:59] Rebecca Jones: Yeah. [00:04:00] Vince Menzione: Uh, it was a time of tumultuous change at Microsoft. [00:04:03] Rebecca Jones: Yes. [00:04:04] Vince Menzione: Uh, in fact, we were talking about the, uh, entrepreneur’s dilemma earlier, uh, today, and Microsoft was going through that period where, you know, we, everyone loves Steve Bomber, but there was a time within the organization that it was stuck. [00:04:18] Rebecca Jones: Mm-hmm. [00:04:19] Vince Menzione: And it had to transform as an organization. [00:04:22] Rebecca Jones: A hundred percent. And so when you think about companies like Microsoft, it’s not only what they do, but how they bring that to market. Yep. And uh, so when you think about where Bridge Partners started and having the privilege to be in Microsoft of all places to, um, cut your teeth on you look at where we started and where we’ve grown from there. [00:04:44] Rebecca Jones: Uh, within the tech industry, we’ve worked across, um, multiple hyperscalers. We’ve worked across, uh. Really the top tier tech and telco, those top 100. Yep. And all the household names. And then throughout that, across the partner ecosystem, because you and I both know these companies grow and scale their businesses through the partner ecosystem, and so we’ve been privileged to work across. [00:05:08] Rebecca Jones: Multiple depth and breadth partners in that play. [00:05:12] Vince Menzione: And as an agency, are you more known for project management go to market? Uh, what, what are the areas and focus where the outcomes that you achieve? [00:05:21] Rebecca Jones: Yeah, so we’re known for. Being on the growth side of the house. And how I define that is you find us in marketing, but that center of gravity is in product marketing. [00:05:32] Vince Menzione: Yes. [00:05:32] Rebecca Jones: And then how you scale that through partner ecosystems and then supporting that field or that sales organization. So when you think about those three pillars within the organization, that’s where you’ll find us. [00:05:43] Vince Menzione: And why would I choose Bridge Partners? [00:05:46] Rebecca Jones: Oh, well, um, based on experience. Um, and then when you think about Bridge Partners, it’s not, um, just what we do, but when you take a look at our engagements and background, we’re over 90% referral. [00:06:01] Vince Menzione: Wow. [00:06:02] Rebecca Jones: And so people take us with them and um, what I look at is have we actually moved the needle or driven the customer outcomes? And when you think about the customers that we’ve worked with and the companies in this industry. It’s quite a roster and I don’t take that lightly because if you’re going to help support these companies and help them grow, it’s a testament to how we were able to accomplish that. [00:06:27] Rebecca Jones: Because all these companies have complex enterprise organizations. Their go to market is nuanced and how they want to, and then, um, get and grow. And so these are just a couple of the different ways that we’ve been able to be successful. [00:06:42] Vince Menzione: Fantastic. You know, you’ve done workshops at our events and talked to our community about how to help them achieve their greatest results. [00:06:50] Vince Menzione: What would you say to them? Now we’re living in this time? I, I I, I said this earlier, I don’t want to use the term tectonic shifts, but I’m running out of words to describe how tumultuous this time feels right now to me. [00:07:03] Rebecca Jones: It’s interesting you say that. I was thinking about that. ’cause both you and I have been in the industry for a bit. [00:07:08] Rebecca Jones: Yeah. And, um, there’s some pattern recognition happening right now for me and how I look at the go to market and these, these points in time and the evolution and. This point in time, it is a tectonic shift. But a lot of companies have other, have had to go through these challenges before. If you think about, um, the migration to the cloud and [00:07:33] Vince Menzione: yes, [00:07:33] Rebecca Jones: all of the unlocks that it has, and at the end of the day it’s, it’s shifting and thinking about new business models and it’s shifting and thinking about go to market, but there is. [00:07:43] Rebecca Jones: There are things that ring true no matter where you are. And one of the things I’ve always taken a look at is, do you know your underlying value and relevance in market? And are you being customer centric? That never goes outta style, right? Do [00:07:58] Vince Menzione: you know your value and are you customer centric? That makes a lot of sense, right? [00:08:02] Vince Menzione: Yeah. And do they, what do you do? And, and do they, how do what, how do they answer to that question? [00:08:07] Rebecca Jones: Well, that’s a, that’s a thinking question. Yes. Right? Yes. It takes a minute to think about that. Um, where is your moment of relevance with a customer? [00:08:16] Vince Menzione: Yeah. [00:08:17] Rebecca Jones: Where is your moment of relevance with a customer? [00:08:19] Rebecca Jones: And when you think about your reason to exist as a business, you have a really defined ICP, an ideal customer profile, and where’s your moment of relevance and. Yes. There’s a lot happening right now, and I think also because of where we sit in the industry and being in the midst of all of these giants with incredible technology to bring to market. [00:08:44] Rebecca Jones: Yeah. We’re, we’re in the front end of this wave or the, the, the tectonic shift that you’re talking about. It’s just, you know, it’s unsettling to a certain degree, but it’s really energetic and it’s. Dynamic and, and there’s so much opportunity out there. So [00:08:59] Vince Menzione: much so, you know, you had me thinking about the $600 billion that’ll be invested this year and just in cloud infrastructure and chips, right? [00:09:08] Vince Menzione: Yeah. So data centers and chips, and talk about that being like kind of creating this wave, this huge tsunami that’s coming for the beaches and, and everything seems to be. Every week there’s a new announcement, and recently it’s been philanthropic and clawed. And yes, uh, the markets are reacting. They’re, um. [00:09:30] Vince Menzione: They’re almost, uh, imploding in some ca in some cases because they’re trying to react the financial analysts, they’re trying to react to what’s happening right now. [00:09:38] Rebecca Jones: It, the investment is massive and it’s, it’s incredible and it’s massive. And over the last year, you saw a lot of experimentation. Yeah. And you saw a lot of dabbling, a lot of, you know, quite. [00:09:52] Rebecca Jones: Frankly, a little bit of concern about is this gonna pay off? [00:09:56] Vince Menzione: Yes. [00:09:57] Rebecca Jones: And when you look at where we are in this chain cycle and this adoption cycle, we’re right at the front end, the early adopters. And so a lot of the work that we’re doing, and where I’m focused on is how do you move from experimentation? To truly having some movement over into MVP and scale. [00:10:18] Rebecca Jones: And so I’ll just harken back to Yeah, [00:10:19] Vince Menzione: please. [00:10:20] Rebecca Jones: That product mindset of when you’re looking at opportunity within the business, there was a lot of, um, there was a lot of pockets of experimentation just for fun. Just for fun. And so when you look across the business, um, and what, what we observed was, um, businesses of all different sizes, experimenting and, and some were just, they’re fun, they’re dabbling, right? [00:10:45] Rebecca Jones: But it, it changed in the second half of last year, people became much more thoughtful, much more purposeful, um, thinking forward about how would this be applied to my business? Yeah, because the question now isn’t. Could we do this? It’s really, should we do this [00:11:03] Vince Menzione: right? And and there was a period of time, I don’t mean to interrupt you, but there was a period of time when we were talking about earlier in in last year, we were talking about halluc hallucinations still. [00:11:13] Vince Menzione: Yes. So there was a lack of confidence on the platform side. Yes. Microsoft had brought out. Uh, it’s copilot solutions early to market. And there was some, uh, pushback from the community saying, we’re not seeing the results of that. Yeah. From the financial community specifically. And then I think what you said is then the second half of the year things started to change. [00:11:35] Vince Menzione: There was greater confidence. The [00:11:36] Rebecca Jones: Yeah, [00:11:37] Vince Menzione: I’d say the models got better. [00:11:38] Rebecca Jones: The models got better. But when you think about innovation, that’s inherent risk, [00:11:43] Vince Menzione: right? [00:11:43] Rebecca Jones: Right. Yes. When, when you’re on an innovation curve, yes, that’s risk. And so you have to look at as any great CFO will tell you diversification innovation. [00:11:56] Rebecca Jones: When you start to look at that market landscape, you’re creating risks. Yes. So they’re investing a lot and they wanna know when the payoff is coming back into the business. Right? Or back into the market. [00:12:08] Vince Menzione: So Rebecca, where is the AI market right now? [00:12:13] Rebecca Jones: Oh, that is a tough and great question, Vince. [00:12:18] Vince Menzione: I mean, we’ve gone through it and I’ll, I’ll kind of frame this for, yes, for, for everyone, at least from my perspective of what’s happened, right? [00:12:24] Vince Menzione: So, uh, September, 2022. Chat, GBT. Yeah. So we get into chat bots or chat bot, chat bot, chat bot, chat bot the first year or so, beginning of last year, 2025. A agentic AI really starts to take hold. It’s, it becomes a new term. In fact, I don’t think we were even using the term agentic AI before the end of 24, beginning of 25. [00:12:47] Vince Menzione: And then agents have really proliferated, um, all of the marketplaces now have agents and people are developing their own agents and so on. And all the tools, like all, all the cloud tools have agent capabilities. And now, um. We’re in 2026 and we’re still in the first quarter. It feels like the agents are starting to rule the world and maybe taking over the world [00:13:10] Rebecca Jones: they might be. [00:13:11] Vince Menzione: Yeah, [00:13:11] Rebecca Jones: right. There is definitely a proliferation of agents and I’m anticipating a lot of consolidation of that. ’cause most of the agents I’ve seen drop into, um. A lot of the areas where you and I can download are features. [00:13:26] Vince Menzione: Yes. [00:13:26] Rebecca Jones: They’re really feature agents and those will get consolidated ’cause the where we are and you ask where we are in the market. [00:13:33] Rebecca Jones: What I love. I love where we are ’cause we’re starting to tackle real business problems. And what I’m observing and what we’re working on is really helping connect back into the business to really start that transformational work. [00:13:48] Vince Menzione: So take us through that. I’d love that. I’d love, give us a scenario or [00:13:51] Rebecca Jones: give us a use case. [00:13:52] Rebecca Jones: Do this. Yeah. I think’s really great scenarios here that I can walk you through. And first and foremost it is, and I’m gonna go back and I talked about specialization in specialty areas. Yes. That’s really important. Um, we talked yesterday during the conference around, um, industry. What industry are you in? [00:14:11] Rebecca Jones: You know, I’m in tech and that’s, that’s, we know that industry, we know those business models really well. That’s extremely important. And then you move within that. And what functions do you know and functions in this, you know, order are the product marketing function, how does that work? [00:14:30] Vince Menzione: Yeah. [00:14:30] Rebecca Jones: How does that work in an enterprise organization or a sales function or a. [00:14:36] Rebecca Jones: Partner function. And within that, what are all the workflows? How do these teams operate together? And so that’s where that curiosity comes in of not just how you did the work. How is the work orchestrated? [00:14:49] Vince Menzione: Inter orchestration is a huge topic area. [00:14:51] Rebecca Jones: Orchestration is a huge topic. Let’s, let’s go [00:14:53] Vince Menzione: there. [00:14:54] Rebecca Jones: E Exactly. [00:14:55] Rebecca Jones: And that’s where that curiosity, you know, I was talking about pattern recognition comes in how is the work designed? And that becomes. The blueprint for how you start to think about agentic workflows. And if you don’t have a great workflow, you don’t wanna replicate that in an agent, but Exactly. You definitely need to understand that. [00:15:18] Rebecca Jones: And so why don’t I take something that, um, I think will resonate for anyone listening to this podcast, because everyone is probably looking for growth this year and wanting to accelerate [00:15:28] Vince Menzione: Yes. [00:15:29] Rebecca Jones: Sales. Their pre-sales funnel. So if we just take that pre-sales motion and specifically now with where partners might play in that or where, um, technology companies might want to enable their partners better. [00:15:47] Rebecca Jones: When I start to break down a pre-sales function, you have areas within that. Whole workflow that your marketing department might be driving. They might be driving top of the funnel or or demand programs. And then as you move down the funnel, let’s call it mid funnel, that really has opportunities for partner and field sellers to come in and. [00:16:07] Rebecca Jones: You might be seen or observing that your, um, pipeline velocity is not where you want that, right? Mm-hmm. You might be, you know, as they say, stuck. Stuck. [00:16:18] Vince Menzione: Yep. [00:16:19] Rebecca Jones: And so when you start to look at what agents could do within that, I’ll use a real use case, um, around pre-sales workshops. You and I are both familiar with that. [00:16:28] Vince Menzione: We, we are, we were just talking about this last night, in fact, at dinner, about pre pre-sales workshops and how this is still such a vital component, how organizations work together. [00:16:37] Rebecca Jones: Such a vital component, um, for multiple reasons, right? You get to engage directly with the customer. You get to spend time with that customer. [00:16:46] Rebecca Jones: You get to ensure you understand what are their most pressing use cases and really help them design and buy into a solution far before you get to a proposal. And quite frankly, if you do this right. You also have an adoption plan, and then think about it from other functional areas in the organization. [00:17:02] Rebecca Jones: You start to pattern match across those presale workshops. You can start to see the use cases that are most valuable in market and start to put that into your messaging. So you think about presale workshop, it’s just not the activity of having a workshop, but if you could build an agent. To really help design around partners, enabling partners to deliver better presale workshops. [00:17:27] Rebecca Jones: Interesting. And how are you ingesting information that goes into the workshop? How are you helping, um, develop materials and first drafts faster for proposals post? How are you. Data is informing this. What are you collecting and what are you providing, and then what are you delivering? If you take that one simple component in a pre-sales process, you can see where I’m going. [00:17:53] Rebecca Jones: Yeah. All of a sudden, an ecosystem starts to show up around how could you connect better back with product marketing? What are they doing? What could you inform them with, with the data that you’re bringing in? [00:18:03] Vince Menzione: Interesting. [00:18:03] Rebecca Jones: And then what are the. Deterministic pathways outside of that, that you could be informing downstream down to first, first stress faster on proposals. [00:18:13] Rebecca Jones: Are you helping those partners with an adoption plan? The service partners in there. And so that is the designer and the architect of understanding how that workflow comes to life. And then you can really start to think about the outcomes that you wanna drive. And that’s where I love to start the conversations. [00:18:31] Rebecca Jones: That shouldn’t be an afterthought. That should be where you start. [00:18:35] Vince Menzione: So how do you, how do you, how do you start with this? You gave me a great example, but how do you apply this in the business? Like what do you take when you meet with a client to talk about pre-sales workshops as an example? [00:18:47] Rebecca Jones: Yeah. [00:18:47] Vince Menzione: You take a proforma of what a pre-sales workshop would look like. [00:18:51] Vince Menzione: I’m, I’m, I. I might be wrong on this, but you have, like, you, you now have, uh, AI or AI that they go out and pull the data that you would normally ask maybe in some, some, uh, process, uh, information flow process that we grab and, and pull this into the, to the, to the form. The [00:19:10] Rebecca Jones: first question I always ask is, why. [00:19:12] Rebecca Jones: Why is this so important and valuable? I might have an assumption why, based on my experience, but I want the facts, right? I wanna know how they’re measuring it today, so we have a baseline and I wanna understand what their goals are. [00:19:28] Vince Menzione: Okay? [00:19:29] Rebecca Jones: Are they looking to increase revenue? X percentage. Uh, how many deals are they anticipating? [00:19:38] Rebecca Jones: How many presale workshops do they typically deliver through partner a year? Are they looking to scale that? Probably, yes. Are they looking to increase the value that they’re getting into contract post presale workshop? Probably yes. But I want that empirical data. And then I also wanna know where are they storing that? [00:19:57] Rebecca Jones: Where are they sourcing that? And so it, it really. The question and the question set really is understanding the business outcomes and the why. I, I ask a lot of why, and it really helps you frame in what would be the best outcome or the best solution, and then where do you start? Because there’s a lot of appetite for a. [00:20:21] Rebecca Jones: A transformational workflow from A to Z. And that’s a hard place to, [00:20:26] Vince Menzione: it’s hard show momentum. It’s hard. It’s hard, [00:20:27] Rebecca Jones: right? [00:20:27] Vince Menzione: It’s, it’s hard to document your current workflow flows. [00:20:30] Rebecca Jones: Yeah. [00:20:30] Vince Menzione: Let alone come back and do this ally. [00:20:33] Rebecca Jones: Yes. [00:20:34] Vince Menzione: And create the best outcomes. [00:20:36] Rebecca Jones: Yes. [00:20:36] Vince Menzione: So I go back to this and I go, well, what, what creates the best outcomes? [00:20:39] Vince Menzione: Where the customer signs at the dotted line, and then how do you work back from that to the pre-sales workshop? Is that how [00:20:46] Rebecca Jones: you do it? A hundred percent. It’s a hundred percent. And then where do you start? How do you show, um, progress, not perfection. And so in this world, there’s a lot of, um, pressure. To show progress, outcomes, momentum. [00:21:00] Rebecca Jones: Yeah. And these very significant investments that are being made. And so how do you get them to quick wins? And so you know this, for any new executive coming into role, what are your quick wins? Yes. Right? Yes. You need to transform an organization, you need to transform a function. How do you set them up for success? [00:21:19] Rebecca Jones: And that’s always in my mind, that’s always in the mind of. The bridge partners, leaders of how do you set this leader up for success? And it’s that point between strategy and execution. How do you help them show quick wins? And so I broke you down that process. Yep. Of how would you think about in that use case, how to bring that back and help them show quick wins? [00:21:42] Rebecca Jones: Not in six months or a year, but in six weeks to eight weeks. How do you, how do you get them on that journey and then help them build to that next slide. And [00:21:51] Vince Menzione: in fact, that’s how you, you, you’ve made your, your name or your fame in the industry is really coming in and helping some of these executives, especially when they’re newer in role. [00:22:00] Rebecca Jones: Yes. [00:22:00] Vince Menzione: And those of us who’ve been around the Microsoft ecosystem know this well. Like you get asked day one, what’s your plan? The, while the fire, while the fire hose is blowing in your face at a hundred, a hundred miles an hour? Uh, what’s your plan? [00:22:14] Rebecca Jones: What’s your plan? What’s your [00:22:14] Vince Menzione: plan? [00:22:15] Rebecca Jones: What is your plan? [00:22:16] Vince Menzione: Yeah, yeah. [00:22:16] Vince Menzione: And then you have to show some measurable results fairly quickly. [00:22:19] Rebecca Jones: You have to [00:22:20] Vince Menzione: because you’re asked to get up in front of everyone. Yeah. Very soon. [00:22:23] Rebecca Jones: And that’s a blueprint that we have. We have, it’s a quick win. And when you think about all of these organizations that we’ve worked with, um, speed to market is a value signal. [00:22:36] Vince Menzione: Yep. [00:22:36] Rebecca Jones: Right? And that speed and quality. Where are you willing to take the risk? Where are you willing to fail fast? And what outcomes are non-negotiable and what are, and so when you look at that, there’s, there’s conversations that need to be had on. And being able to filter out the noise to get down to what’s really gonna move the needle, um, for our clients and for the executives that we work with. [00:23:06] Rebecca Jones: So they can show momentum and progress quickly. And then we talked a lot about it. We don’t do three year plans, right? We’re gonna help you show progress in months, [00:23:16] Vince Menzione: nice. [00:23:17] Rebecca Jones: And in quarters, right? It’s not, um, 10 years. [00:23:19] Vince Menzione: Can anybody even have a three year plan anymore? [00:23:22] Rebecca Jones: Who’s got one? [00:23:23] Vince Menzione: I’d love to spend some time on co-selling with you. [00:23:25] Vince Menzione: Yeah. Just because I know this was a topic that came up one of our workshops in the Yeah. We hosted, yes. Last year we hosted a session. With another partner. Bridge Partners. [00:23:34] Rebecca Jones: Yes. [00:23:35] Vince Menzione: And you talked about the power of three and I know you’ve published some information about the power of three. I thought maybe we’d talk about that. [00:23:41] Vince Menzione: ’cause I think that is fascinating and it seems very relevant even in yesterday’s conversation. Uh, there was a conversation about another partner, uh, that is looking to build an ecosystem that hasn’t really thought about building out an ecosystem before, as an example. And this, this, I think is some of the work that you do really applies against this. [00:24:01] Rebecca Jones: Yeah. This, I mean, it, it’s a hot topic, right? Yeah. Power of three, which fits under the umbrella of co-sell Yes. And co-selling. And everyone has a slightly different definition, so I’ll define where we play. Good in there. Um, and then I’ll talk to you about the power of three, um, because that’s one of. Um, I’ll call it the scenarios under co-selling. [00:24:23] Rebecca Jones: Yes. And it’s a very popular one. It [00:24:24] Vince Menzione: is pop Well, it is for v various reasons too because, and I’ll just set the context for this. We were used to co-selling being a technology organization and a and a hyperscaler, like a Microsoft. [00:24:37] Rebecca Jones: Yes. [00:24:37] Vince Menzione: Going to do something together and driving direct output or sales. Now we have finally seen where marketplaces, which has become the co-sell engine, have now enabled the channel. [00:24:49] Vince Menzione: Um, the reseller enabled, uh, offers now to now, uh, operate on behalf of, and so at least in that case, that’s three right there. Now, there might be more than just three. We talk about the seven seats of the table, but the power of three is palpable right now. [00:25:04] Rebecca Jones: Yeah. Let me tell you about that concept of the power of three. [00:25:07] Rebecca Jones: ’cause when you think about the classic one [00:25:10] Vince Menzione: yeah, [00:25:10] Rebecca Jones: it’s a hyperscaler. [00:25:11] Vince Menzione: Yep. [00:25:12] Rebecca Jones: A GSI. And then an ISB. [00:25:15] Vince Menzione: Yes. [00:25:15] Rebecca Jones: Right? [00:25:16] Vince Menzione: Yes. [00:25:16] Rebecca Jones: I mean that’s the, that’s the power, the powerful power, the three three, [00:25:19] Vince Menzione: the three giants in the [00:25:20] Rebecca Jones: room. The three giants. Yeah. And that’s rarefied air. [00:25:24] Vince Menzione: It is [00:25:25] Rebecca Jones: very [00:25:26] Vince Menzione: verified air. It’s, [00:25:26] Rebecca Jones: yeah. Right. And, uh, we do, we have a published article on that, um, and running a power three with SAP, uh, and it is, um, it changes the dynamics. [00:25:41] Rebecca Jones: Of how companies are gonna scale and grow in this market, right? [00:25:46] Vince Menzione: Yes. [00:25:46] Rebecca Jones: Because we know, um, that what got you to this point? Is likely not gonna get you to that next stage of growth. And all the conversations around the platform play is the partner ecosystem, right? And I look at the opportunity, not just with the power through, I’m gonna talk to you a little bit more about that story and what we’re doing there and how we’re looking at that. [00:26:12] Rebecca Jones: Um, but it is the ultimate. Design for your go to market. Yeah. When you think about how partners and the various types of partners can help you scale, but you need to know what you need. You absolutely need to know, [00:26:29] Vince Menzione: yeah. [00:26:30] Rebecca Jones: What are you trying to achieve in your go to market and what’s missing? [00:26:34] Vince Menzione: What are the gaps? [00:26:34] Vince Menzione: Gaps? [00:26:35] Rebecca Jones: What are the gaps? Are the gaps before you apply? Yes. The power of three, or I’ll talk to you about a couple other use cases within that. So the power of three. Has long been on everybody’s, you know, can, can we get this done right? Can you pattern match the customer set? I’ll often refer to it as a BM on steroids, account-based marketing and on steroids. [00:26:59] Rebecca Jones: Can you pattern match, um, the, the hyperscaler, let’s just use Microsoft in this scenario, the, the. High potential customers of Microsoft Joint with SAP joint, with A GSI. And the more specialized and specific you get in there, it’s not just any, because think about the size of these, you know, companies. Yeah, right. [00:27:24] Rebecca Jones: Then you start to look at, well, let’s get a little bit more specific on these product sets, these industries, these use cases. And then you start to refine that where you can start to identify your greatest opportunity for growth. So that’s the first stage of that. And it is, you know, we, we think about where is that overlap and where is that opportunity, but how do you activate that? [00:27:51] Vince Menzione: And it’s complex because, uh, as you, as you mentioned those three. Organizations, each of them have different go to markets. [00:27:59] Rebecca Jones: They do, [00:27:59] Vince Menzione: they have different, a different mapping of their geographies and their ideal customer profiles. [00:28:05] Rebecca Jones: Mm-hmm. [00:28:06] Vince Menzione: Um, and they, yeah, and they apply different tactics and selling tactics and channel tactics and so on that you have to layer in or you have to take into account when you build this. [00:28:15] Vince Menzione: And SAP’s a very different go-to market motion than a Microsoft, than a, than a, an EY or any name the GSI percent. Yeah. [00:28:23] Rebecca Jones: And so that is why not only is it, um, complex from a. Sharing and figuring out what data you’re going to share. Yeah. But how do you activate it? How [00:28:35] Vince Menzione: do you activate it? [00:28:36] Rebecca Jones: And uh, and that is what all companies are striving to do. [00:28:41] Rebecca Jones: Who are you gonna go to market with? Yeah. What is your best play in the industry? And so I, you know, while this one. There’s very few companies that are gonna be able to activate directly with the hyperscaler, right? Yes. Uh, Microsoft AWS or Google. Um, but there are ways in which you can apply this strategy no matter the size of your organization. [00:29:05] Rebecca Jones: And so when you think about. The power of three. It could be any combination. You are the designer, you are the decider of who is in your power of three. And when you start to kind of unpack that a little bit, it could be Microsoft, SAPN one ISV, or it could be a combination of complementary I ISVs that unlock a play. [00:29:28] Vince Menzione: Mm-hmm. [00:29:29] Rebecca Jones: Like migration to the cloud. [00:29:31] Vince Menzione: Right. [00:29:31] Rebecca Jones: Like it, it could be [00:29:33] Vince Menzione: backup and recovery. I could rattle off the different types of solutions. Yeah. [00:29:37] Rebecca Jones: What is, where are you seeing the greatest opportunity to scale and what ISVs could come in to help you do that? So when you extract that from the power of three, the classic power of three of Costone, you brought that down to, you know, how do you think about that in the masses of marketplace? [00:29:56] Rebecca Jones: Yeah. Or partners of any size. I like to bring this back to. Where do you believe your greatest opportunity is? Do you have, um, opportunity or weakness in your portfolio, your product set? Could a partner come in and help augment that? Do you have a tech platform and you need a services arm to help extend that? [00:30:19] Rebecca Jones: I I mean the, it it, the world’s your oyster. Yeah. You get to kit this together any way you need and then. The power of bringing these companies together. And you and I both know, and that was much of the conversation yesterday, is, um, the greater goodness of companies coming together Yes. To compliment one another to solve a customer problem. [00:30:39] Vince Menzione: How do you take it from concept to execution? Because to me, that’s. Especially when you’re talking about not just one organization like a micro, you’re working with a Microsoft or an SAP, but you’re layering in three types of organizations and you’re going across different sales motions. How do you get them all? [00:30:58] Vince Menzione: How do you get them all aligned in working together the right way? [00:31:02] Rebecca Jones: Magic. Magic. [00:31:03] Vince Menzione: Okay. [00:31:04] Rebecca Jones: I’m kidding. [00:31:04] Vince Menzione: Call bridge, call Rebecca [00:31:07] Rebecca Jones: Magic. [00:31:07] Vince Menzione: Nine nine nine five five five five. [00:31:09] Rebecca Jones: Let, let, let me, uh, let me talk about that because [00:31:13] Vince Menzione: Yeah, [00:31:13] Rebecca Jones: it’s one, there’s the good work, there’s the good thought work and the strategy of how to ensure you’re, you’re pointing and you’ve got the team lined up, right? [00:31:22] Rebecca Jones: Right. And the players lined up. But activation of that. Oh, [00:31:28] Vince Menzione: massive work. [00:31:29] Rebecca Jones: It’s massive work. Yeah. And it’s not a set it and forget it. [00:31:33] Vince Menzione: Right, [00:31:34] Rebecca Jones: right, [00:31:34] Vince Menzione: right. [00:31:35] Rebecca Jones: And when you think about the alignment, and you talked about we, we’ve got different fiscal year ends and we’ve got different sales and center plans. I will talk about a few things. [00:31:45] Rebecca Jones: One, executive sponsorship, top down. [00:31:48] Vince Menzione: Yep. [00:31:48] Rebecca Jones: Right. Um, ensuring, you know, compensation. You gotta get rid of the blockers and the barriers. [00:31:55] Vince Menzione: Yep. [00:31:56] Rebecca Jones: And you have to make it easy and you have to create that space because it’s really, and I’ll talk to you about some of the platforms and technology behind it, but it’s humans working together. [00:32:07] Rebecca Jones: There’s a lot of power in what we’re able to do now with, um, part tech platforms and with agentic solutions. And how do you automate this and how do you bring more power and visibility? Better than ever and, and more than ever. But at the end of the day, we’re activating teams. Across companies. Yep. To work together to bring this together. [00:32:34] Rebecca Jones: And there are playbooks, um, and any, there’s great playbooks out there, but you need to activate that. [00:32:41] Vince Menzione: You need to activate it. And you, you said you gotta get the executive commitment at the top? [00:32:45] Rebecca Jones: Yeah. [00:32:46] Vince Menzione: Not just at the CEO level, but across the leadership team. That’s right. In every silo. Uh, you’ve gotta get, uh, the organization, you have to get compensation taken care of because those, those can be blockers, those could be real blockers from getting the results you want to get. [00:33:00] Vince Menzione: And then you gotta get activation. [00:33:03] Rebecca Jones: Yeah. [00:33:03] Vince Menzione: Right? [00:33:04] Rebecca Jones: You gotta get activation and you have to be really clear on how you’re gonna activate what’s gonna move the needle. And you have to be ready to test, learn, optimize, and you need to put those into sprints. So I’ll give some examples around that. [00:33:20] Vince Menzione: Please do take us through the sprints. [00:33:21] Vince Menzione: ’cause this is, this is getting beyond the theory now. This is what I really wanted to capture with you. Take us through it. [00:33:28] Rebecca Jones: Yeah. [00:33:28] Vince Menzione: Yeah. [00:33:29] Rebecca Jones: So let’s just say we’ve got, we’ve got a power of three. [00:33:32] Vince Menzione: Yeah. [00:33:32] Rebecca Jones: You know, um, ready to roll and, and we’ve picked our industry and we have our use case. Um, between the three of us, the three players, you’re gonna start by allowing someone, and in this case it’s been Bridge Partners to really ensure we have a joint value prop, um, proposition for that end customer. [00:33:54] Rebecca Jones: Mm-hmm. And, you know, you gotta take a little ego out of the room. Typically on the power of three, you’ve got the leading companies coming in. But at the end of the day, if you’ve done this right, it’s, it’s customer first. It’s what’s gonna help solve this customer pain point in that language. And then when you think about activation, it’s who’s, who’s in role first? [00:34:20] Rebecca Jones: Right. And who’s taking point in these customer conversations. Right. Okay. And that is really, really, that’s important. Important. That is important. Who has the relationship? Yeah. Who is going to take lead and who’s gonna follow? And it gets all the way down to whose paper. Is this on? And that’s, that’s sometimes hard. [00:34:41] Rebecca Jones: You’ve got three players in the room, but it’s incredibly important to have those conversations and ensure that this is really end state for the customer. Yeah. So really going through roles and responsibilities and how are we gonna architect this for the customer’s success. Yeah. So that is a critical component of the playbook and then understanding. [00:35:02] Rebecca Jones: Where and what programs are we gonna drive, and then who’s taking what actions. And so I, I mentioned a BM on steroids a little before. Yes. There’s amazing things that you can be doing in market, [00:35:14] Vince Menzione: account-based marketing, [00:35:15] Rebecca Jones: m account-based based marketing, you dunno. Um, account-based marketing and there are some amazing things. [00:35:20] Rebecca Jones: Really truly connected sales and marketing, in this case. Connected sales, marketing and partner. Yeah. And how do you activate these partners together? [00:35:27] Vince Menzione: You used the term part tech, which. Not everyone understands partner technologies. Yes. Organizations like Partner Tap, work Span. Yeah. Tackle. [00:35:37] Rebecca Jones: Structured. Yeah. [00:35:38] Vince Menzione: Structured. If you, these are companies that help with co-selling methodologies, marketplace methodologies. [00:35:44] Rebecca Jones: Yes. [00:35:45] Vince Menzione: Or combining all of those, [00:35:46] Rebecca Jones: if you know, uh, J McBain, uh. Beautiful visual flat map of, um, it looks a little, the 28 moments. Yes. I was just, well, the 28 moments and he’s got the part tech landscape. [00:35:59] Vince Menzione: Oh, [00:35:59] Rebecca Jones: the islands. The islands. [00:36:00] Vince Menzione: Yes. The islands. [00:36:00] Rebecca Jones: Yes, we got it. But there are part tech solutions that support [00:36:03] Vince Menzione: Yeah. [00:36:03] Rebecca Jones: Partner programs, co-sell programs, partner marketing, you know. Yes. And really help to automate a lot of those processes. [00:36:11] Vince Menzione: Yes. [00:36:12] Rebecca Jones: Um, and a lot of those programs. [00:36:13] Vince Menzione: So Rebecca is such a great conversation today. [00:36:16] Vince Menzione: I mean, we can go. Thank you so deep on this. [00:36:18] Rebecca Jones: I know. [00:36:18] Vince Menzione: Which means that we’re all gonna have to be back together in Redmond. You live in the Seattle area? I do. And you’ll be with us. Um, we’ll be hosting the Ultimate Partner, live in, uh, may, May 11th to the 13th. If you’re marking your calendar as listeners and friends, uh, and you’ll be there and. [00:36:36] Vince Menzione: Probably driving some more of this conversation in a workshop format, I hope. [00:36:41] Rebecca Jones: I hope so too. Yeah, it was really rewarding last year. I mean, there’s nothing more powerful to be in the room with partners because the partners are frontline to customers. [00:36:51] Vince Menzione: Yes. [00:36:51] Rebecca Jones: And understanding what they’re seeing and hearing. [00:36:53] Rebecca Jones: And I always think voice of the customer is your ultimate signal. Yeah. So I can’t wait to be there. [00:36:58] Vince Menzione: Very cool. And I have a favorite question I ask all of my guests now. Uh, it is a favorite of mine. You are hosting a dinner party and you can choose where in the world you wanna host this dinner party, and you can invite only three guests, though from the present or the past to this amazing dinner party. [00:37:18] Vince Menzione: Whom would you invite Rebecca and why? And why? [00:37:22] Rebecca Jones: Yeah. Yeah. I’d, um, this is such a great question. I think on every single day I’d have a different collection of folks that I’d want at my home. Uh, I’ve had dinner at some amazing places for me. I would love to host this at my home. [00:37:38] Vince Menzione: Very cool, very [00:37:39] Rebecca Jones: cool. Uh, and the people that I would want there for this particular dinner party, I’m gonna pick, um, three iconic women. [00:37:51] Rebecca Jones: Coco Chanel, [00:37:52] Vince Menzione: Coco Chanel very cool [00:37:54] Rebecca Jones: designer. [00:37:55] Vince Menzione: Yeah. [00:37:56] Rebecca Jones: Um, really changed how women thought about an identity and wardrobe. Um, I would invite Georgia O’Keefe. Wow. She’s my favorite artist. [00:38:07] Vince Menzione: Yeah. [00:38:08] Rebecca Jones: Um, she is one of my favorite artists. Uh, I’m, uh, art and history background. And, uh, [00:38:16] Vince Menzione: that explains, [00:38:17] Rebecca Jones: that, explains that, um, a really interesting perspective. [00:38:22] Rebecca Jones: I love her view on landscapes and. She, [00:38:26] Vince Menzione: that’s why I know her as, you know, landscapes [00:38:28] Rebecca Jones: a landscape artist, um, and much more behind that. And then I would bring one of my favorite authors in, who’s Tony Morrison? [00:38:36] Vince Menzione: Tony [00:38:37] Rebecca Jones: Morrison. [00:38:38] Vince Menzione: I don’t know Tony Morrison. [00:38:39] Rebecca Jones: Oh, um, I would, beloved is her book and Oh, yes. When you think about. [00:38:45] Rebecca Jones: Um, and this is really my passion, my background in art and literature and design, and to have three, three women there, that voice of Tony Morrison, you’ve put that book on your list. Okay. It, it, it changed my life. Uh, and, um, Coco Chanel and, um, Giorgio O’Keefe, I think it would be a really interesting conversation. [00:39:07] Rebecca Jones: I love very cool trailblazers, women who really helped. I don’t know how much they recognize how much they really changed the narrative for other women, um, in their fields and together. But I think it’d be a really fun evening. [00:39:23] Vince Menzione: Very different. Very different. Uh, I was, I know a little bit about Cocoa Chanel ’cause my mom was always in the beauty and fashion industry. [00:39:31] Vince Menzione: So as a kid growing up, I mean her shoe was iconic. [00:39:34] Rebecca Jones: Yeah. [00:39:34] Vince Menzione: Iconic. Chanels an iconic brand was iconic. And, and she was a, wasn’t she a survivor of the. Of, uh, Nazi Germany maybe or something. There’s some, there’s some background or there’s [00:39:44] Rebecca Jones: some background. Flee. Flee [00:39:45] Vince Menzione: Nazi Germany [00:39:46] Rebecca Jones: or something. And what she’s really known for is, um, well many things, but yes, as a designer, really changing the tone and temperature Yes. [00:39:56] Rebecca Jones: Of um. How, you know, fashion and female identity. I think she, um, created the, what everybody knows is the little black dress and really got all that more structured and more modern look and feel of how to, how to wear and just really created a powerful path. [00:40:14] Vince Menzione: Very cool. Yeah. Very cool. [00:40:15] Rebecca Jones: So that’s who I’d have it, this one. [00:40:16] Vince Menzione: That will be a funer. [00:40:17] Rebecca Jones: Next time I’m on your podcast, I’d have a whole new crew. [00:40:21] Vince Menzione: Okay. Well I might. Bring dessert. If you don’t mind, I might bring a little, maybe a little chocolates I think maybe might be very appropriate would for this group and just maybe pop in for a few minutes. [00:40:29] Rebecca Jones: That would be great. [00:40:30] Vince Menzione: Because I don’t wanna inter interrupt the flow my, because this is be a great conversation. Oh my, [00:40:33] no, [00:40:33] Rebecca Jones: you would, I think you’d have a ball. [00:40:34] Vince Menzione: Okay. I, [00:40:35] Rebecca Jones: I mean, I know how close you were to your mother. [00:40:37] Vince Menzione: I am. [00:40:37] Rebecca Jones: And so, yeah. [00:40:39] Vince Menzione: So, um, this isn’t, again, I use this tumultuous term, but we are living in interesting times right now. [00:40:47] Rebecca Jones: We are. [00:40:47] Vince Menzione: And for all of our viewers and listeners. What is your advice to them? What is the one thing you would say? We’re in the first quarter of 2026. Yeah. This ball is moving fast or this puck is moving fast. Yeah. If you were a hockey player, um, what would you say to us now? What, what, what is the one thing you would go do if you’re not doing it now that you should be doing? [00:41:11] Rebecca Jones: Take a moment. Take a moment. As leaders. Your company and your organizations are looking for clarity. They’re looking for a path forward, and there’s a lot of energy out there, which is very exciting, but it can be also very distracting. [00:41:30] Vince Menzione: Yes. [00:41:31] Rebecca Jones: So hold some confidence and clarity for your organization and figure out where you need to be and where you’re going. [00:41:39] Rebecca Jones: That’ll help set your strategy, and this will all come into view. And so what I look to is how do we help enable the organization to grow? And by doing that, you ha you have to put the oxygen mask on yourself. Yeah. Take a moment. [00:41:53] Vince Menzione: Pause. [00:41:55] Rebecca Jones: Pause. Reflect, reflect. I told you I walked down to the beach this morning. [00:41:59] Rebecca Jones: It’s a great moment. Take a moment for yourself. It’s not passing you by. We’re just getting started. [00:42:06] Vince Menzione: Did you hear that? My friends and listeners? Take a moment. And so great to have you here in the room. Yeah. [00:42:13] Rebecca Jones: Thank you so [00:42:14] Vince Menzione: much. Thank you. And I want to thank our listeners, our viewers, for following along, ultimate Guide to Partnering and our YouTube channel Ultimate Partner. [00:42:23] Vince Menzione: And please, please, please come join us. We have an incredible year ahead. This was our event, number one of five. And Ultimate partner Live will be in Bellevue on the 11th through the 13th of May. [00:42:36] Rebecca Jones: Yeah, I’ll [00:42:36] Vince Menzione: see. You’ll see you there. Rebecca will be there. It’s [00:42:38] Rebecca Jones: in my backyard. [00:42:39] Vince Menzione: It’s in your backyard. And we are gonna have incredible leaders in the room. [00:42:42] Vince Menzione: So thank you for watching. Thank you for listening to The Ultimate Guide to Partnering. [00:42:47] Rebecca Jones: Don’t forget, ultimate Partner Live is coming [00:42:50] Vince Menzione: soon, May 11th through the 13th in beautiful Bellevue, Washington. I hope to see you there.s I, as I wrap up here, I just wanna make sure that what, where

Most HVAC, plumbing, and electrical companies obsess over bookings, average ticket, and close rate. Very few obsess over how people feel at work. In this episode of Can't Stop the Growth, host Chad Peterman interviews Mark Mears, founder and Chief Growth Officer of LEAF Growth Ventures and author of Love at Work and The Purposeful Growth Revolution. Mark explains why "love" is not soft, why disengagement is costing companies trillions globally, and how leaders in the trades can turn culture from a buzzword into a competitive advantage. Additional Resources: Connect with Mark Mears on LinkedIn Love @ Work Book Join The ARENA - a CSTG Community (powered by our media partner, PeopleForward Network) Subscribe to CSTG on YouTube! Connect with Chad on LinkedIn Chad Peterman | CEO | Author Learn more about the Peterman Brothers Follow PeopleForward Network on LinkedIn Learn more about PeopleForward Network Key Takeaways: Mark breaks down his L.O.V.E. Leadership Model: Listen graciously to build trust Observe generously to show investment Value the whole person, not just the job title Empower teammates to grow into their full potential  

As a marketing leader, is your primary job to persuade human customers, or are you now preparing to negotiate directly with their AI agents? Agility requires marketing leaders to not only react to market changes, but to become the primary architects of that change within the enterprise. It's about transforming the marketing function from a cost center into the accountable growth engine for the entire business. Today, we are recording from eTail Palm Springs, and we're going to talk about the expanding, and frankly, more demanding role of the CMO. It's a topic that's front and center here at eTail, where many are discussing how marketing leaders must evolve beyond traditional brand stewardship to become true architects of change—driving cross-functional growth, owning the P&L impact of their investments, and steering the organization through continuous transformation. To help me discuss this topic, I'd like to welcome, Ed See, Chief Growth Officer at Zeta Global. About Ed See As Chief Growth Officer, See leads the charge in accelerating the company's growth strategy. His priorities include deepening CMO and c-suite engagement, demonstrating the transformative potential of Zeta's AI-driven solutions, and helping businesses achieve measurable, high-impact marketing outcomes.  Bringing 30 years of practice to Zeta, Ed was most recently a Partner in McKinsey & Company's Growth Marketing & Sales practice, focused on helping companies drive growth through modern marketing. While at McKinsey, he worked with large companies to identify growth opportunities and increase the value of their relationships with customers and consumers. His expertise includes digital strategy, digital marketing, growth and marketing analytics, segmentation, and advertising and marketing technology. Over the course of his career, Ed has advised some of the world's major brands on how to apply new capabilities, analytics, and technology to improve their marketing and sales performance. Prior to joining McKinsey, Ed was a partner at Deloitte and held leadership roles at several other companies.   Ed See on LinkedIn: https://www.linkedin.com/in/ed-see-496857/ Resources Zeta Global: https://www.zetaglobal.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://aglbrnd.co/r/c43e68ce5cfb321e Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 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://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com 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 Retirement Reality, Louis shares how a mid-year layoff after 32 years in tech became an unexpected doorway to something lighter, calmer, and more intentional. At 57, he is weighing recreational employment against full freedom, noticing how life feels when the inbox goes quiet and mornings are unhurried.Louis talks travel as a value, not a splurge. First-class seats, suites, and stretch-time together are part of the plan when the plan is built right. He loves scuba and earned his instructor certification, yet he also honors what matters at home: a younger partner who still works and two aging dogs who set the pace. His “opportunity” mindset reframes a layoff into a season to breathe, learn, and choose with purpose.We also explore the money side without turning it into a spreadsheet show. Louis is candid about concentration in company stock, learning the language of diversification, and discovering tools like NUA for 401(k) company shares. He wants to stay CEO of his money while bringing in an expert as CFO, so the plan funds a life well lived, not just a tax win. After the sudden loss of a friend, he and his partner finished their wills and trust work, proving that clarity is a gift to the people you love.If you are a high-achiever in your 40s to 60s, maybe recently laid off, wondering whether to jump back in or step into something new, this conversation gives you both inspiration and next steps. You will hear how less stress can feel like new oxygen, why “wait and breathe” beats a knee-jerk job hunt, and how to design travel, work, and wealth around the life you actually want.--Louis is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known. Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Today, I'm thrilled to finally welcome my friend, Geoff Woods, to the podcast. Geoff is the founder of AI Leadership and The AI-Driven Leadership Collective, the author of The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions, and a leading expert on AI. He previously served as Chief Growth Officer of Jindal Steel & Power, where he played a key role in scaling the company from a $750 million market cap to over $12 billion in just four years. He also co-founded the company behind The ONE Thing, advising organizations with revenue ranging from $10 million to $60 billion. In our conversation, Geoff doesn't just explain what AI does in theory—he'll walk you through a live demonstration of how to use it as a thought partner to help navigate the transition into retirement with greater clarity, confidence, and a renewed sense of purpose. Geoff introduces his CRIT framework for prompting AI more effectively and shares practical strategies for using AI to identify purpose, strengthen daily habits, and avoid common pitfalls.  Geoff also shares his insights on how AI is rapidly shaping the world we live in, addresses concerns about job disruption for the next generation, and explains why learning to use it now will give you an advantage over those who choose to live in fear of it. GET A FREE COPY OF GEOFF'S BOOK, THE AI-DRIVEN LEADER: HARNESSING AI TO MAKE FASTER, SMARTER DECISIONS Here's how: Step 1: Subscribe to the podcast and leave an honest rating & review on iTunes. Step 2: Text the word BOOK to 888-599-4491, and we'll send you a link to claim your free copy! In this podcast interview, you'll learn: A simple explanation of AI and how it differs from machine learning and generative AI. Why AI will impact retirees even if it wasn't specifically designed for them. How AI can support better daily decisions around health, habits, and planning. The simplest way to manage privacy settings and reduce concerns about personal data with ChatGPT. Why AI should be treated as a thought partner, not a replacement for your thinking. How the CRIT framework helps generate deeper, more customized responses. Three strategies for transitioning into retirement with more structure and purpose. Why technological change shifts skill value rather than simply eliminating opportunity. Show Notes: HowardBailey.com/553

This week on The GovNavigators Show, Robert and Adam welcome Wynn Coggins, former Acting Secretary of Commerce and now Chief Growth Officer at Management Science and Innovation, for a candid conversation on leadership forged through crisis, transition, and 35 years of federal service.Wynn shares the lessons she's carried from her early days as a patent examiner through navigating COVID at the Department of Commerce, serving as Acting Deputy Secretary, and landing in the private sector at Deloitte before her current role. The throughline: surround yourself with people who challenge you, park your ego at the door, and build a culture where failing fast is a feature, not a flaw.Robert and Adam also cover the week's big news: the introduction of the Federal Loan System Modernization Act of 2026, a bill that would finally bring a single platform to manage the government's sprawling loan portfolio, and the escalating standoff between the Department of Defense and Anthropic, which has now prompted the White House to direct agencies to cancel contracts with the AI company. Plus: Microsoft's major takedown of a global phishing operation responsible for 30 million fraudulent emails a month.Show Notes:Federal Loan System Modernization Act of 2026Check out the The Lending Brief Podcast's new homeWhat's on the GovNavigators' Radar:Mar 12, 2026AFCEA NOVA Naval IT DayMar 17, 2026AGA Technology and Transformation SummitApr 22, 2026ACT-IAC Emerging Tech Demo Day (rescheduled from March 18)

As a marketing leader, is your primary job to persuade human customers, or are you now preparing to negotiate directly with their AI agents? Agility requires marketing leaders to not only react to market changes, but to become the primary architects of that change within the enterprise. It's about transforming the marketing function from a cost center into the accountable growth engine for the entire business. Today, we are recording from eTail Palm Springs, and we're going to talk about the expanding, and frankly, more demanding role of the CMO. It's a topic that's front and center here at eTail, where many are discussing how marketing leaders must evolve beyond traditional brand stewardship to become true architects of change—driving cross-functional growth, owning the P&L impact of their investments, and steering the organization through continuous transformation. To help me discuss this topic, I'd like to welcome, Ed See, Chief Growth Officer at Zeta Global. About Ed See As Chief Growth Officer, See leads the charge in accelerating the company's growth strategy. His priorities include deepening CMO and c-suite engagement, demonstrating the transformative potential of Zeta's AI-driven solutions, and helping businesses achieve measurable, high-impact marketing outcomes.  Bringing 30 years of practice to Zeta, Ed was most recently a Partner in McKinsey & Company's Growth Marketing & Sales practice, focused on helping companies drive growth through modern marketing. While at McKinsey, he worked with large companies to identify growth opportunities and increase the value of their relationships with customers and consumers. His expertise includes digital strategy, digital marketing, growth and marketing analytics, segmentation, and advertising and marketing technology. Over the course of his career, Ed has advised some of the world's major brands on how to apply new capabilities, analytics, and technology to improve their marketing and sales performance. Prior to joining McKinsey, Ed was a partner at Deloitte and held leadership roles at several other companies.   Ed See on LinkedIn: https://www.linkedin.com/in/ed-see-496857/ Resources Zeta Global: https://www.zetaglobal.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://aglbrnd.co/r/c43e68ce5cfb321e Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 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://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com 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

The CPG Guys are joined in this episode by Particia Corsi, Chief Growth Officer & Craig Slavtcheff, Chief R&D Officer at Kimberly-Clark, manufacturer of trusted brands that are an indispensable part of life for people in more than 175 countries and territories. The portfolio of brands, including Huggies, Kleenex, Scott, Kotex, Cottonelle, Poise, Depend, Andrex, Pull-Ups, Goodnites, Intimus, Plenitud, Sweety, Softex, Viva and WypAll, hold No. 1 or No. 2 share positions in approximately 70 countries. Our company's purpose is to deliver Better Care for a Better World. Follow Patricia on LinkedIn at: https://www.linkedin.com/in/patriciacorsi/Follow Craig on LinkedIn at: https://www.linkedin.com/in/craig-stephen-slavtcheff-7115455/Follow Kimberly-Clark online at: https://www.kimberly-clark.com/en-us/They answer these questions;Under the 'Powering Care' strategy, you talk about the need to 'out-innovate, out-market, and out-activate' together. Practically speaking, how have you re-wired your teams to work in lockstep? Does R&D sit in on the creative briefings now?How do you engineer that kind of premium performance into a value-tier product without breaking the margin structure? That seems like an R&D magic trick.Can you give us an example of a product that worked in one market that you rapidly adapted and deployed to another? How are you customizing for local needs without losing the efficiency of a global chassis?How do you balance the functional 'science' that Craig's team builds with the 'brand love' you need to build? Can you talk about the creative strategy behind your recent Cannes wins and how that translates to actual market share gains?How is Kimberly-Clark 'breaking through the noise' right now? Is it about being more provocative with the creative, or is it about being more precise with the targeting?You've just wrapped year two of the 'Powering Care' transformation—the largest in the company's 154-year history. And now, you have the Kenvue deal on the horizon later this year. When you look at the combined potential of these portfolios, how does your mission to 'raise the standard of care' evolve? What does the next 12 months look like for your respective organizations?Craig, talk to us about one favorite innovation you've launched in the last year & one consumer trend that is keeping you up at night?What is the one thing you want the retail partners listening to this to know about Kimberly-Clark's plans for 2026?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their ownCPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

To mark International Women's Day 2026, Part two of our special episode of CMO Series REPRESENTS brings together senior leaders from across the legal sector to focus on one thing. How firms turn intent into action for women in law. The conversation centres on advocacy and access, who is in the room when decisions are made, who gets named in the room when they are not there, and who is given real exposure to clients, leadership and opportunity. Our guests discuss how progress doesn't happen by chance. Firms must create structured pathways to influence, move beyond informal networks and back women with visible sponsorship. Flexibility and parental support also need to be real, not theoretical, if firms want talent to thrive. The episode offers practical advice on building open, transparent cultures where equity is embedded into how firms operate. We're so grateful to all of our guests for joining this special episode:  Raj Aujla, Director of Communications and Corporate Affairs, Charles Russell Speechlys Aubrey Bishai, Chief Innovation Officer, Vinson and Elkins Sarah-Jane Howitt, Business Development & Marketing Director and Partner, Weightmans LLP Susan Kurz, Chief Marketing and Client Development Officer, Calfee, Halter and Griswold LLP Laura Louw, Director of Business Development, Norton Rose Fulbright Laura Ottley, Chief Marketing Officer, Addleshaw Goddard Susanne Pugsley, Director of Business Development and Marketing, Carpmaels and Ransford Clare Quinn-Waters, Chief Growth Officer, Edwin Coe Anna Steinberg, Chief Marketing Officer, Tressler LLP Kerri Vermeylen, Chief Marketing Officer, Sidley Austin LLP

Bob didn't retire because he was tired of work — he retired because life kept reminding him that time isn't guaranteed. In this conversation with Ari Taublieb, CFP®, Bob shares how personal loss, perspective shifts, and years of disciplined saving made early retirement feel less like a risk and more like the only choice that honored the life he wanted.He opens up about the emotional side of leaving a long career, the moment he realized he didn't want to push the goalpost back anymore, and the confidence he found once the numbers — and his values — finally aligned. Now his days are built around health, connection, slow mornings, and the freedom he once only imagined.--Bob is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Almost one in five of Ireland's top companies have experienced significant cyber attacks in the last two years, new data shows today. The findings come as national domain registry .IE launches Ireland's first Digital Trust Mark. Described as an NCT for your online identity, websites and emails carrying the distinctive wolfhound symbol will give customers confidence that businesses of all sizes are operating to the highest digital standards. "If you have an online presence, you can now be assessed on DigitalTrust.ie in just a few clicks," said Louise McKeown Doogan, Chief Growth Officer at .IE. "Once an organisation applies, their website, email and domain setup is assessed using a proprietary scoring evaluation that checks against industry-defined best practice. "These checks confirm that digital fundamentals are correctly configured, responsibly managed and set up to support trust and reliability online. "Once you receive your Digital Trust Score, you will either be entitled to carry the mark or you will have clear next steps to reach the required standard. "We live in an age where some ransomware companies now have customer care departments, and the online health of the nation needs to improve as a consequence." The research found that 17pc of Ireland's key organisations have experienced a significant cyber attack since 2024. Conducted by Amárach on behalf of .IE, it surveyed 354 essential Irish firms in January. It follows last week's Garda data that fraud-related crimes more than doubled in the last 12 months, up 137pc – mainly due to bank scams, phishing and smishing. "Our findings are concerning, particularly when we know phishing scams (60pc) and the exploitation of system weaknesses (21.3pc) are the most common ways attackers gain access," said Ms McKeown Doogan. "An online presence that appears to function may not always demonstrate the authenticity and trustworthiness customers expect. "Until now there has been no visible way for consumers to know that a website meets a recognised standard – and no way for businesses or organisations to signal that they do. "The mark signals that they demonstrate authenticity, responsible digital practice and a trustworthy online experience. "We hope it will become a digital equivalent of the NCT and an essential part of interacting online in Ireland within the next year." The Digital Trust Mark is not just for .ie domains but is open to .com and other domains used by Irish organisations. Applicants will receive a grade by the next working day, and if an A-rating is achieved, businesses can display the mark on their website or in their email signature for the following 12 months. Domains that do not reach an A-rating will be given a detailed outline of what and how they can improve. See digitaltrust.ie for more information. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

In this episode of Frontier CMO, Vineet Mehra, Chief Growth Officer at Chime, joins Josh Spanier to unpack what it takes to lead marketing through the next platform shift. Drawing on a career that spans Procter & Gamble, Johnson & Johnson, and Silicon Valley, Vineet shares how CMOs must evolve from brand managers into capital allocators who drive growth by effectively managing where dollars are deployed. To do this successfully, they must become "balance sheet literate" and learn to speak the "love language" of the CFO—specifically focusing on unit economics, payback periods, and the marginal return on every incremental dollar spent.  Vineet breaks down how Chime has restructured marketing around AI-enabled teams, in-housed creative and production, and redesigned customer support - turning automation into speed, savings into reinvestment, and execution into a competitive advantage. His thesis: perfect execution is table stakes; growth comes from strategy, taste, and how you design the system. Whether you're navigating the pressure of AI adoption, balancing brand with direct response, or trying to stay relevant as automation accelerates, this episode offers a practical framework for building durable growth in a world where leadership, not technology, is the real differentiator. 00:00:00 — CFO + marketing: CAC, payback, unit economics 00:01:00 — Intro: the CMO role is changing 00:02:00 — What marketers must change for the next era 00:04:00 — What stays the same: brand story + taste00:05:30 — In-housing creative with top talent 00:08:00 — AI makes creative faster (from boards to near-finished) 00:10:30 — Biggest benefits: speed, savings, bigger ideas00:12:00 — “Chief Growth Officer” and owning the full funnel 00:15:00 — Full-stack marketer + systems architect 00:19:00 — Using AI agents at Chime (customer support example)00:25:00 — How to build an AI-ready culture 00:29:00 — Advice to traditional companies 00:30:00 — Fun: AI + pizza00:33:00 — Brand vs performance = one system 00:35:00 — Handling end-of-quarter CFO pressure00:38:00 — Signal vs noise + wrap-up takeaways

“We know that trust is non-negotiable.” - Vinay BhaskarThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guests on today's show are Patrick McElhenie, Chief Growth Officer and Vinay Bhaskar, Chief Operating Officer of Scienaptic AI. We discuss where lending is headed and why the next leap in AI could fundamentally change how credit unions operate.In our conversation, Patrick and Vinay explain how Scienaptic helps credit unions approve more loans while reducing risk and improving members' experiences. We learn how Scienaptic's platform considers the full life cycle of the member so that decisions are not isolated. We then dig into the main topic of the episode: agentic AI, with Patrick breaking it down into simple terms for us. While traditional AI helps answer “Should we approve this loan?” agentic AI asks, “What should we do next?” Agentic AI can coordinate workflows across systems while keeping humans firmly in control.As we wrap up the episode, Vinay also shares where credit unions will first feel the impact, especially within the first 60-90 days. He projects fewer false declines, more targeted engagement, and teams spending less time chasing data and more time working directly with members. We talk about explainability, audit trails, compliance guardrails, and what “governed autonomy” really looks like in practice. Finally, in closing, Patrick shares what he sees for Scienaptic's future on the road ahead. Enjoy my conversation with Patrick McElhenie and Vinay Bhaskar!Find the full show notes on cuinsight.com.Connect with Patrick:Patrick McElhenie, Chief Growth Officer at Scienaptic AIscienaptic.aiPatrick: LinkedInScienaptic AI: LinkedIn | YouTubeConnect with Vinay:Vinay Bhaskar, Chief Operating Officer at Scienaptic AIscienaptic.aiVinay: LinkedInScienaptic AI: LinkedIn | YouTubeIn this episode:[1:11] - Patrick explains how Scienaptic enables fair, inclusive lending that boosts growth without increasing operational burden.[4:14] - Vinay reveals that their platform delivers consistent, context-driven decisions across the entire member journey.[6:52] - Hear how agentic AI moves lending from recommendation to coordinated, human-guided action.[10:08] - Early gains include faster approvals, fewer false declines, and real-time portfolio action.[13:17] - Vinay adds that built-in governance ensures explainability, auditability, and human oversight in every AI decision.[15:56] - With governed autonomy, credit unions control automation while strengthening member relationships[17:02] - Patrick discusses some of Scienaptic's plans for the future.

Charlotte Pavlik is the Chief Growth Officer at Gladiator Productions where she drives brand visibility, supports revenue growth, and showcases the company in high-impact environments. She's known for her strategic vision and flawless execution, building meaningful partnerships with global entertainment, luxury, & consumer brands like LVMH, Sol de Janeiro, and Live Nation while leading results-driven campaigns that push the envelope.Seth Dolan, Chief Creative & Experience Officer and Co-Founder of Gladiator Productions, has 20+ years of experience in live entertainment and experiential marketing under his belt for top clients like Pandora Jewelry, The Walt Disney Company, and AmorePacific. Dolan is a visionary creative and show producer who crafts immersive large-scale experiences that tie in storytelling, design, and brand strategy for global brands.

Kate retired at 51, not because everything was perfectly figured out, but because the pull toward freedom finally outweighed the comfort of routine.After more than two decades in a demanding public service career, Kate realized it wasn't the work she was tired of... it was the monotony. The same weeks. The same pressure. The feeling that life kept shrinking into Monday-through-Friday obligations. When the balance tipped just enough in favor of freedom, she trusted it and stepped away. In this episode of Retirement Reality, Kate shares what the first six months of retirement have really been like. Slower mornings. Better sleep. Coffee shops instead of commutes. Yoga instead of rushing. And the space to think clearly about what comes next, without forcing purpose or rushing into another identity.She opens up about retiring without a rigid age goal, navigating the gap before traditional retirement accounts become available, living comfortably on a modest monthly spend, and why it's okay to leave a career you enjoyed when the routine no longer fits. She also talks candidly about choosing comfort where it matters (like flying business class) while staying intentional everywhere else.Kate's story is a reminder that retirement doesn't require certainty. Sometimes it's a 51/49 decision... and trusting yourself enough to choose freedom anyway.As you listen, consider this:What part of your life feels routine out of habit — not because it still fits?Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy-Kate is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. AdvisorCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Is regulation slowing down affordable EVs and can iconic small cars help fix it?! In this episode of the Everything Electric Podcast, Imogen Bhogal sits down with Fabrice Cambolive, CEO of the Renault brand and Chief Growth Officer, at Renault's Techno Centre outside Paris. They discuss what it will really take to make electric vehicles affordable in Europe; from the rebirth of the Renault Twingo to the regulatory changes shaping the industry. Fabrice reveals that 25% of Renault's engineering capacity is currently focused on navigating shifting European regulations, arguing that greater stability (without compromising safety) would allow manufacturers to concentrate on lowering costs for consumers. The conversation also explores the proposed M1E category for compact EVs under 4.2 metres, potentially Europe's answer to Japan's kei cars, and why Renault has decided to continue pursuing hybrids alongside fully electric models. Finally, Fabrice explains why bringing back icons like the Renault 5, Renault 4, and Twingo is about more than nostalgia and is all about trust, loyalty, and long-term value in an increasingly competitive market (ergo. China..) 00:00 Intro & Welcome 01:42 What does CEO of the Brand mean? 06:08 Why Renault is still thinking about hybrids 08:48 "Pluggable" vs. "Non-pluggable" customers 13:11 The M1E Category: Europe's answer to the Kei car? 15:43 Why regulations drive up EV costs 17:05 Why the Renault Zoe was discontinued 20:52 Reimagining the Twingo 25:24 Leveraging nostalgia and icons 32:17 Renault vs. Dacia: Managing the brand overlap 35:58 The future of Vehicle-to-Grid (V2G) 41:04 Fabrice's 2026 geopolitical magic wish Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #EverythingElectric #ElectricVehicles #EV #AffordableEV #Renault #Renault5 #Renault4 #Twingo #ElectricCars #EVNews #FutureOfMobility #CleanTransport #SustainableTransport #EuropeanEV #CityEV #SmallCars #EVPolicy #AutoIndustry #MobilityInnovation #EnergyTransition #EVPodcast

Companies go upmarket, hit three slow months, and decide the strategy “doesn't work.” In this live episode, Yann (co-founder of Userled, former Salesforce enterprise seller) breaks down what enterprise deals actually look like up close: long stretches of silence that aren't rejection, stakeholders who shape the decision without ever joining a call, and why “activity” can feel busy while the deal goes nowhere. You'll also hear the less glamorous side: what founder life feels like when momentum disappears, why some teams survive the hard quarters (and others don't), and how hiring for energy changes everything. Yann shares how Userled changed their ICP, survived two brutal quarters — then closed more in October–November than the rest of the year combined. We enjoyed this conversation. Hope you will too.

Send a textIn this episode of the B2B Go-To-Market Leaders Podcast, Vijay Damojipurapu sits down with AJ Gandhi, Chief Growth Officer and Go-To-Market Operating Partner, to unpack what it really takes to build a high-performing, holistic GTM engine.With a career spanning Bain, McKinsey, venture-backed startups, Salesforce, RingCentral, and private equity, AJ brings a rare 360-degree perspective on strategy, sales, marketing, partner ecosystems, and post-sales execution.AJ defines go-to-market as the entire lifecycle journey of a customer — not just sales — and explains why most companies underperform because they fail to integrate product, marketing, sales, partners, and customer success into a unified system.They dive into:Why GTM must be holistic across the full “bow tie,” from acquisition to expansion and advocacy.The diagnostic framework AJ uses to assess strategy, talent, execution, and performance in portfolio companies.How to identify waste in sales coverage, geography expansion, marketing spend, and organizational design.Why partner ecosystems follow the 80/20 rule — and how doubling down on top partners drives disproportionate returns.The importance of measuring value realization, not just selling ROI promises.How to elevate mid-level business problems to CFO-level strategic priorities through economic impact framing.Lessons from scaling enterprise and mid-market GTM motions — and the danger of straying from your ICP.Why pricing optimization and expansion within existing customers often deliver faster impact than new logo acquisition.The leadership discipline required in the first 100 days of a transformation.And AJ's advice to rising GTM professionals: master the fundamentals, focus on the 80/20, and develop influence without authority.This episode is a masterclass in combining strategic rigor with execution discipline — and a reminder that sustainable growth comes from fundamentals done exceptionally well.Connect with Vijay Damojipurapu on LinkedInBrought to you by: stratyve.com

In This Episode Guest:Chris Van DusenMarketing & Sales | Private Equity | Corporate StrategyChris Van Dusen is a marketing and growth professional with extensive early-stage and capitalization experience. He is the founder of Parcon Media (now Parcon LLC), former Chief Growth Officer of Balanced Health Botanicals, and a key growth partner behind Surf City Still Works.About Chris Van DusenChris launched Parcon Media and scaled it to $1.5M in top-line revenue in under two years before merging into what is now Parcon LLC. The agency worked with brands including Travis Mathew, Experian, University of California Irvine, University of California Office of the President, and Maglite.As Chief Growth Officer of Balanced Health Botanicals (BHB) in Denver, CO, Chris allocated and deployed a ~$20 million marketing budget to democratize CBD and scale BHB into the largest supplier of hemp-derived CBD globally. His strategy fueled massive DTC and brick-and-mortar growth through 2019 and navigated the shifting COVID-19 landscape in 2020—culminating in a $75M sale to Village Farms (NASDAQ: VFF) in August 2021.Simultaneously, Chris helped scale Surf City Still Works in Orange County, CA. He expanded marketing, retained Southern Glazer's Wine & Spirits (the largest spirits distributor in the U.S.), raised $3.7M in capital, and moved operations into a 25,000 sq ft manufacturing facility—the first of its kind in Orange County. He also built a world-class advisory board including Bob McKnight (Founder of Quiksilver) and Travis Brasher (Founder of Travis Mathew), leading to a merger with Kimo Sabe, a Los Angeles-based mezcal company.Chris holds a Bachelor's degree in Economics from the College of William and Mary. He has served on boards including the Orange County Museum of Art (OCMA) and the Irvine Public Schools Foundation (IPSF). He is a member of Entrepreneur's Organization (EO), Young Executive Council (YEC), a National Board member of Alder, and has previously been a member of PTTOW!. Chris frequently speaks on marketing, growth, product-market fit, and brand building.What you'll learn in this episode:● Why truly understanding your customer is the foundation of scalable growth● How conversion rate optimization can 5X your ROI without increasing ad spend● The difference between lifestyle businesses and venture-scale companies● What venture capital investors actually look for before writing a check● Why focus beats chasing every opportunity● How discipline, grit, and “doing hard things” build elite entrepreneurs● The balance between confidence and coachability in leadershipConnect with Chris Van DusenInstagram: https://www.instagram.com/chrismvandusen/?hl=enTikTok: https://www.tiktok.com/@chrisvandusenYouTube: https://www.youtube.com/@officialcvdFacebook: https://www.facebook.com/christophervandusenLinkedIn: https://www.linkedin.com/in/chrismvandusen/ To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

Are you growing your nonprofit fundraising, or quietly leaking donors? Salvatore Salpietro, Chief Growth Officer at Dataro and former Chief Community Officer at Fundraise Up, unpacks how digital friction, outdated segmentation, and hidden retention loss are costing nonprofits revenue. Discover how AI-driven predictive modeling and smarter signals can reduce churn, improve targeting, and strengthen fundraising performance. 

In Part 2 of the Build Back Better live show in Melbourne, host Dualta Doherty is joined by Matthew Cossens, Chief Growth Officer at xrecruiter and former leader behind Aurec's growth and acquisition by Randstad.Together, they discuss what's driving recruiter performance today - from the shift from billing to building businesses, to how activity, behaviour, and leadership still outperform tools, even in an AI-enabled world. The conversation also explores common scaling mistakes and the skills that will matter most over the next few years.If you're working inside or leading a recruitment business, there's plenty here to take away. Tune in!

Melody describes her retirement with one word: peaceful.Not the kind she chased while working, the kind that finally arrived when she stopped.After 30 years in a high-pressure tech career, Melody retired at 55 with a clear trade-off in mind: less money, more time. She didn't walk away because she hated her work. She walked away because constantly operating in conflict (even healthy conflict) required her to be someone she wasn't, day after day. In this episode of Retirement Reality, Melody shares how she intentionally built a life that feels calm instead of compressed. She talks about choosing time over income, using spending guardrails instead of rigid rules, and why paying off her mortgage mattered more to her peace of mind than chasing higher returns. She also explains how that decision unlocked affordable healthcare before 65 — something many people assume is impossible.But Melody's story runs deeper than early retirement math. She opens up about surviving financial abuse, rebuilding her life from zero in her late 30s, and how budgeting, self-education, and emotional healing worked together to create stability. Today, retirement looks like volunteering at a cat rescue, gardening, exploring art and history, and creating handmade objects simply to give them away.Melody's journey is a reminder that retirement isn't about perfection or privilege. It's about alignment between your money, your values, and the life you want to live next.As you listen, consider this:If you could trade some income for more peace, would you?Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy-Melody is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

We are honored to chat with Melvin Brown II, Vice President and Chief Growth Officer at Contract Administration Network International (CANI), LLC, to discuss authentic leadership amidst AI advancements. Melvin shares insights on effective leadership, addressing technology and culture gaps, and the significance of judgment and adaptability. The conversation highlights the importance of supporting decision-making skills, ethical practices, and the challenges of modernization in both federal and industry settings. Melvin emphasizes the shift needed from technology focus to capability building in people and underscores the need for outcomes-based rewards. MORE INFO: ACT-IAC Academy | ACT-IACSubscribe on your favorite podcast platform to never miss an episode! For more from ACT-IAC, follow us on LinkedIn or visit http://www.actiac.org.Learn more about membership at https://www.actiac.org/join.Donate to ACT-IAC at https://actiac.org/donate. Intro/Outro Music: See a Brighter Day/Gloria TellsCourtesy of Epidemic Sound(Episodes 1-159: Intro/Outro Music: Focal Point/Young CommunityCourtesy of Epidemic Sound)

The Super Bowl isn't the finish line. It's the starting point. Daniel sits down with Doug VandeVelde, Chief Growth Officer at WK Kellogg, to break down why Raisin Bran is making a Super Bowl appearance and why fiber is the next big cultural and consumer shift in health. From spotting early consumer signals, to turning a Super Bowl ad into a year-long growth strategy, to choosing William Shatner as the face of the campaign, Doug unpacks how legacy brands stay relevant at the biggest stage in marketing. They also dive into what success actually looks like beyond the Big Game, how Kellogg integrates marketing, product, and distribution under a growth lens, and why transparency is the marketing hill Doug would die on. If you're a marketer curious how iconic brands evolve, spot trends early, and turn attention into long-term growth, this is the episode for YOU.  Follow Phill: LinkedIn: https://www.linkedin.com/in/doug-vandevelde/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

In a podcast recorded at ITEXPO / MSP EXPO, Doug Green, Publisher of Technology Reseller News, spoke with Doug Barbin, Chief Growth Officer at Schellman, about how rapid AI adoption is reshaping compliance requirements for MSPs, cloud providers, and technology companies. Barbin outlined Schellman's role as one of the largest independent providers of technology, risk, and AI-related compliance assessments, serving organizations across highly regulated industries. Barbin explained that AI adoption is accelerating far faster than previous technology shifts such as cloud computing, leaving many organizations scrambling to keep pace with evolving regulatory expectations. “The adoption of AI has come out four or five times as fast as what we saw with cloud,” Barbin said. “Organizations are now trying to keep up not just from a technology risk perspective, but also from a compliance and governance standpoint.” He pointed to emerging standards such as ISO 42001 as critical frameworks helping companies manage AI governance at scale. The conversation also explored the complexity of audits and how Schellman works to simplify the process. Barbin described a “collect once, use many” approach that allows organizations—particularly MSPs—to streamline compliance across multiple frameworks such as SOC 2, HIPAA, CMMC, and federal requirements. By reducing redundancy and aligning audits to customer needs, MSPs can more efficiently expand into regulated verticals they otherwise could not serve. Barbin concluded by emphasizing the opportunity compliance creates for MSPs as they grow into more regulated markets. By helping MSPs inherit and validate customer controls, Schellman enables service providers to scale responsibly while turning compliance into a business advantage rather than a barrier. Visit https://www.schellman.com/

In this episode of Pathmonk Presents, we welcome Ken Herron, Chief Growth Officer at UIB, an API AI company revolutionizing human-machine communication. Ken discusses UIB's mission to simplify interactions between people and AI across various channels and languages. He delves into the challenges of communicating at scale and how UIB's solutions, including conversational AI and retrieval augmented generation (RAG), address these issues. Ken shares insights on UIB's client acquisition strategies, the importance of interactive demos, and his role in understanding customer needs. Listeners will gain valuable knowledge about the latest AI communication technologies and their practical applications in business.

In this episode of Pathmonk Presents, we welcome Paris Vega, Chief Growth Officer at The Nine Digital. Paris shares insights on their full-scale website design and digital marketing agency, specializing in the manufacturing industry. He discusses their approach to helping industrial clients modernize their marketing strategies, emphasizing the importance of SEO, lead generation, and conversion tracking. Paris also delves into The Nine's focus on starting client relationships with comprehensive audits, ensuring proper analytics and tailored solutions. Listeners will gain valuable tips on website optimization, the significance of customer feedback, and achieving trackable results in digital marketing efforts.

In this episode of Pathmonk Presents, we welcome Edgardo Melgar, Chief Growth Officer at Ogilvy, a world-renowned creative agency. Edgardo shares insights into Ogilvy's rich legacy of growing brands and businesses through their "borderless creativity" approach. He discusses how Ogilvy tackles diverse client challenges, from branding to content creation and public relations, always channeling solutions through creativity. Edgardo also delves into Ogilvy's focus on people development, the role of AI in marketing, and the importance of continuous personal growth. This episode offers valuable perspectives on creative problem-solving, global marketing strategies, and the future of the advertising industry.

This week, David Lau talks with Tom Smith, Chief Growth Officer at DPL Financial Partners, about the evolution of the 401(k) market and the current shift toward commission-free, advisory insurance. From deconstructing outdated commission structures to modernizing technology, workflows, and advisor experience, they discuss how DPL is bridging the gap for RIAs and hybrid advisors, turning insurance and annuities into a core component of modern, holistic advice. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this latest episode of Cloud Wars Live, Bob Evans is joined by Colleen Kapase, Vice President of Channels and Partner Programs at Google Cloud, and Rakesh Sancheti, Chief Growth Officer at Tredence. Together, they explore how agentic AI is transforming enterprises from insight-driven organizations into adaptive, reflexive businesses. The conversation highlights how AI agents, data foundations, and partner ecosystems are reshaping productivity, decision-making, and real-time execution across industries.The Responsive EnterpriseThe Big Themes:AI Moves From Insight to Action: Enterprises are transitioning from AI that merely advises to AI systems that actively execute decisions. Agentic AI workflows enable systems to sense changes, analyze signals, and take action without waiting for human intervention. This marks a fundamental shift from dashboards and reports to operational intelligence embedded directly into business processes. The result is faster adaptation, reduced latency in decision-making, and organizations that can respond to market changes in near real time rather than after-the-fact analysis cycles.Partners Are the Critical Bridge: Technology platforms alone cannot deliver transformation. Partners play a crucial role in translating AI capabilities into real-world outcomes by combining industry expertise, customer context, and accelerators. They bridge the gap between powerful AI platforms and the specific operational realities of each enterprise. This partnership model accelerates deployment, reduces experimentation cycles, and ensures AI agents are connected to real data and real processes.Retail Emerges as a Leading Use Case: Retail provides a vivid example of agentic AI in action. Multi-agent systems personalize experiences, optimize merchandising, adjust media spend, and guide customers in real time. These systems act continuously, responding to shopper behavior, inventory signals, and market conditions instantly. The result is improved customer experience, higher returns, and operations that function more like living systems than static processes.The Big Quote: “We're really going to move past the era where data is just sitting in warehouses and being collected and really looking at it independently, and instead take advanced AI and put it in the hands of every single individual.”More from Tredence and Google Cloud:Dive into Tredence's exploration of AI agents and Google Cloud's guide for putting AI agents on the marketplace.  Visit Cloud Wars for more.

Martin loved his job, but was ready for a new chapter.Martin shares how he retired at 58 to pursue his health and how he has been preparing for retirement for the last 30 years.Martin's wife still works, but he's not having an issue finding things to do in retirement.Hope you enjoy the insights shared!Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZInterested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy--Martin is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Adam Swick is a veteran strategist at the intersection of energy and digital finance, most recently as the Chief Growth Officer at MARA. We discuss how interruptible Bitcoin mining stabilizes grid supply and demand, why miners monetize stranded energy as a buyer of last resort, and how AI data centers collide with Bitcoin on power, uptime, and infrastructure.› https://x.com/swicktalkPARTNERS

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Learn the small shift that makes referrals repeatable. Check out our new video training. --What happens when years of planting seeds finally meets the right market moment?Alexis Trammel is Chief Growth Officer at Stratabeat, a B2B SaaS organic growth agency. She recently transitioned from account management into a biz dev role.  But the real story is how timing and preparation collided. For years, Stratabeat was doing the unglamorous work: niching down, building LinkedIn presence, publishing original research, speaking at conferences, nurturing relationships. Then GEO (generative engine optimization) hit right as AI anxiety peaked, and suddenly the leads started flooding in. This conversation explores what it looks like when the groundwork you've been laying finally pays off, and why most agencies aren't ready when their moment arrives.What You'll Leave With:Why lead flow needs to exist before you hire a salesperson—not the other way aroundHow years of niching down positioned them to catch the GEO waveThe compounding value of original research, LinkedIn presence, and conference visibilityWhy internal sales hires often outperform external ones when the foundation is thereHow to keep planting seeds even when you're not sure which one will sproutThe seasonality reality and why "when it rains, it pours" cuts both waysTimestamps:[00:00] Introduction to Alexis Trammel and Stratabeat[02:36] The long road of niching down and eliminating services[03:19] When AI panic created unexpected demand for GEO[05:16] Original research as a lead gen and credibility play[07:46] Coming back from maternity leave to a sales opportunity[10:00] Why the lead flow has to come before the sales hire[11:47] Wearing both the sales and marketing hats[14:10] Planning for seasonality when you're riding a wave[16:41] LinkedIn as long-term brand building, not cold outreach[22:04] GEO converting better than almost everything except referrals[30:12] The relationship groundwork that makes referrals possibleMentioned Resources / Links:Stratabeat - B2B SaaS organic growth agencyNever Eat Alone by Keith FerrazziAlexis Trammell on LinkedInTom Shapiro on LinkedIn

In this episode, Joe Benardello, Chief Growth Officer and co-founder of IKS Health, discusses how accountable partnerships and agentic AI are transforming healthcare delivery. He explores how technology, human collaboration, and shared accountability can drive better patient outcomes, reduce clinician burden, and create sustainable value for health systems.This episode is sponsored by IKS Health.

Join Justin Ergler and Keith Maziarek as they sit down with Jae Um, Chief Growth Officer and Head of Knowledge at Lumio, for a wide-ranging conversation about the seismic shifts reshaping the legal industry. From law firm mergers to AI adoption, this episode cuts through the noise to explore what really matters: people, strategy, and the courage to change. Key Topics: The Great Consolidation: Why there aren't 300 management teams ready to navigate what's coming, and what the wave of law firm mergers really tells us about strategic maturity in the legal market Beyond the AI Hype: Why buying technology is just the beginning—the most important investment firms can make is in their people, not their platforms (hint: it's about value capture, not just efficiency) Rethinking Client Service: How sector-focused strategies, honest conversations about value, and adaptability matter more than rigid processes or one-size-fits-all approaches Ready to challenge your thinking about the future of legal services? Listen now wherever you get your podcasts, and join the conversation about what it really takes to innovate in law. Don't forget to subscribe and leave a review!

This episode of the Bare Knuckle Recovery Podcast features a powerful conversation with Brenda Gerber Vincent, the Chief Growth Officer at Greater Fort Wayne, Inc. Brenda joins Tommy Streeter and Nate Moellering to pull back the curtain on what it means to lead a high-stakes professional career while maintaining long-term recovery."It's my struggles, not my successes, that have made me who I am." - Brenda Gerber-Vincent What happens when a high-achieving professional, a board chair, and a mother realizes that her "stealth" dependency on alcohol is no longer manageable?In Episode 38, Brenda Gerber-Vincent shares her journey from the "golden age" of Allen County economic development to the quiet descent into chaos that nearly cost her everything.Brenda discusses the "evolution of sharing" her story and why she eventually traded the safety of a mask for the freedom of the truth. From her defining moment sitting shoulder-to-shoulder with her mother to her competitive drive to "win" at recovery, this episode is a masterclass in discipline, humility, and the power of second chances.In this episode, we discuss:The Myth of the Mask: Why successful professionals are often the best at hiding their struggles and the fear of "losing it all"."No More Stories": The pivotal moment Brenda decided to be honest with her children and her community.Treatment over Termination: Why businesses need a healthy workforce to thrive and how to support employees through recovery.MODIS (Miracles on the Other Side): The mentoring group Brenda founded to support professional women in their own recovery journeys.The Discipline of Recovery: How the same skills that keep Brenda sober for 18 years make her a better leader in the business world.And much more! You can watch this episode on YouTube by searching for Bare Knuckle Recovery or find all of our episodes on bareknucklerecovery.comWatch this episode and all past episodes here: https://www.bareknucklerecovery.com/

David's story feels familiar to a lot of people in their late fifties and early sixties. After a long career in asset management, a role change and pandemic burnout became the nudge he didn't know he needed. At sixty, he finally decided to stop working not because he had to, but because he could.He describes retirement in one word: possibility. Time with friends, hikes during the week, early dinners without rushing, and yes, plenty of pickleball. The new rhythm isn't about adding more activities. It's about having choice. He's still curious, still learning, still pushing himself with new skills and fresh goals, just without the pressure to perform.David also talks about what made the decision easy and what made it hard. Leaving a good job wasn't simple. Letting go of structure took practice. But he found freedom in quiet mornings, long walks, and realizing he didn't need a title to feel fulfilled.The conversation turns to money, too. The reality of how decades of steady saving built flexibility, how modest spending supports a rich life, and how “enough” means something different now. He's planning thoughtfully for Social Security, Roth conversions, and even legacy for his daughters, while still reminding himself to enjoy the present.If you're in your fifties or sixties wondering what's next, this episode is for you. You'll hear how stepping away from work can open new space to live, learn, and move at your own pace. Sometimes the next chapter isn't about doing more. It's about finally breathing.Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academyWant to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ--Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, breaks down Walmart's sweeping leadership reorganization as the retailer reshapes its structure to accelerate AI-driven growth. Chris Walton and guest host Jenn Hahn discuss why Walmart elevated the Chief Growth Officer role, how centralized platforms change accountability, and what this shift signals about the future of retail leadership and execution. ⏩ Tune in for the full episode here: https://youtu.be/2z-nIHsIgfQ #Walmart #RetailLeadership #RetailAI #RetailStrategy #OmniTalk #RetailFastFive

Slava shares how he retired early and his whole journey to get there. Enjoy.Want to be a guest? → https://vwo3759x8i7.typeform.com/to/gh00JmnZ–––––––––––––––––––––––––––––The statements provided are from individuals who are not clients of Root Financial Partners, LLC. These individuals were not compensated for their comments, and their views do not necessarily reflect those of Root Financial Partners, LLC. The information shared is for informational purposes only and should not be considered a recommendation or testimonial regarding advisory services.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

After years of research searching for the perfect retirement community, Judy found Woodside. She visited the Villages, Del Webb, and so many others that she found didn't fit what she was looking for - other active retirees of similar age. Now she's IN LOVE with retirement and shared her entire story with me on my show, Retirement Reality. This NOT a paid advertisement. If you wish to reach out for a Discovery tour of Woodside, you can email David directly at dseawell@woodsidecommunities.com and if you let him know you found him through my channel, he'll make sure to treat you well!I'm flying from Los Angeles to Aiken, South Carolina to visit the Woodside community next month myself to do a full review of the community (similar to a restaurant review, but for retirement communities)!Is there a retirement community you're excited to go to? If so, let me know in the comments and I'll add them to my list of communities to review!For Judy, early retirement comes down to one word: choices. At 57, two years into life after work, she wakes up with the freedom to choose slow mornings, long walks, golf leagues, pickleball lessons, and spontaneous trips.Her plan was always early retirement at 55, and she never lost sight of it... even when fear, routine, and the temptation of “one more year” crept in.She shares how she built her “superhero account,” prepared for healthcare, learned to balance enjoying today with planning for tomorrow, and embraced the courage to leave a career she liked for a life she loves.Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ –––––––––––––––––––––––––––––Judy is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. Her statements reflect her own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offereCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

The auto industry is changing faster than ever, yet cars remain deeply personal, symbols of freedom, connection, and possibility. Few companies embody that spirit like General Motors, a brand that has shaped culture for more than a century and is now leading the charge toward an electric and connected future.Jim's guest this week is Norm de Greve, Chief Growth Officer of General Motors. GM is, of course, home to iconic brands like Chevrolet, Buick, GMC, and Cadillac. It is a $77 billion revenue powerhouse driving innovation across combustion, electric, and autonomous vehicles.Norm brings a rare combination of creativity, purpose, and business discipline to one of the world's most iconic companies. Before joining GM in 2023, he spent nearly a decade as CMO of CVS Health, helping transform the company into a purpose-driven healthcare leader.So buckle up and tune in for a conversation with a marketing leader who believes in leading with high expectations and kindness.Captured live at the ANA Masters of Marketing, in partnership with TransUnion.---Learn more, request a free pass, and register at iab.com/almPromo Code for $500 of ticket prices: ALMCMOPOD26---This week's episode is brought to you by Deloitte, TransUnion and the IAB.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early!Hope you enjoy the insights shared!Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZInterested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy–––––––––––––––––––––––––––––Suzi is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.