Podcasts about Chief solutions officer

In this episode Derek interviews Tim Sanders. Tim spent most of his early career on the cutting edge of innovation and change. He was an early stage member of Mark Cuban's Broadcast.com, which had the largest opening day IPO in history. After Yahoo acquired the company, Tim was tapped to lead their ValueLab, and by 2001, he rose to Chief Solutions Officer. In 2005, he founded Deeper Media, which provides consulting services for leading brands. Today, he is one of the top-rated speakers on the lecture circuit.Tim is the author of four books, including the New York Times bestseller Love Is the Killer App: How To Win Business & Influence Friends. It's been translated into over a dozen languages and has been featured in Fast Company, USA Today, the New York Times, The Boston Globe, Christian Science Monitor and on CNN. He's a master storyteller who offers listeners actionable takeaways that produce results right away. That's why he's one of the top speakers on the lecture circuit.

Jacob Miller, Co-Founder and Chief Solutions Officer at Opto Investments, joins us on Private Markets 360° to share his insights into the current landscape of private markets. Jacob discusses macroeconomic trends, deal flow management, and the transformative role of AI in private equity. More S&P Global Content:  [Blog] AI's role in the private markets data analytics revolution [Blog] How private equity can harness AI Credits:  Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Jacob Miller, Opto Investments Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

Karl Vaters interviews Brad Hill about some of the latest findings concerning the church and technology.Brad is the Chief Solutions Officer at Gloo, an organization that came out of nowhere a few years ago, and now seems to be everywhere.After clarifying Karl's curiosity about who/what Gloo actually is, they talk about some of the important findings from a recent study Gloo conducted with Barna.If you're not an early adopter of technology, this can help you navigate the fast-changing landscape without getting bogged down in details.The five findings Karl and Brad discuss are:Christians see huge potential for churches to use digital tools effectively.Churchgoers want pastors to address AI use thoughtfully and wisely.Gen Z may live online, but they still crave in-person relationships over digital connections.Practicing Gen Z Christians feel uncertain about whether AI is a faithful tool.Pastors are intentional about using tech but still prioritize relationships and collaboration as the foundation of ministry. Links:GlooState of the Church researchDigital Tools articleBarnaTo get Bonus Content every week, click here to become a Financial Partner, or here to subscribe to the Free Weekly Newsletter.

Karl Vaters interviews Brad Hill about some of the latest findings concerning the church and technology.Brad is the Chief Solutions Officer at Gloo, an organization that came out of nowhere a few years ago, and now seems to be everywhere.After clarifying Karl's curiosity about who/what Gloo actually is, they talk about some of the important findings from a recent study Gloo conducted with Barna.If you're not an early adopter of technology, this can help you navigate the fast-changing landscape without getting bogged down in details.The five findings Karl and Brad discuss are:Christians see huge potential for churches to use digital tools effectively.Churchgoers want pastors to address AI use thoughtfully and wisely.Gen Z may live online, but they still crave in-person relationships over digital connections.Practicing Gen Z Christians feel uncertain about whether AI is a faithful tool.Pastors are intentional about using tech but still prioritize relationships and collaboration as the foundation of ministry. Links:GlooState of the Church researchDigital Tools articleBarnaTo get Bonus Content every week, click here to become a Financial Partner, or here to subscribe to the Free Weekly Newsletter.

Aviation is at a crossroads. On one side is the familiarity of legacy systems, including decades-old air traffic control infrastructure and manual ground operations. On the other is the promise of digital transformation: smarter flight management, real-time operational insights, and seamless passenger experiences driven by advanced technologies. With many organisations currently caught in the middle, the challenge is to know where to start.  In this month's Altitude, we're joined by three people who know. Marco Rueckert is Searidge Technologies' Chief Technology Officer. He shares insights into the pioneering work Searidge is doing around the world, working with airports, airlines and ANSPS to harness the power of data to improve operational outcomes. That includes in Hong Kong, where Michelle Ho was the Manager of Airfield Digital Transformation for the Airport Authority. Hong Kong's revolutionary embrace of technology has helped set a benchmark for other airports around the world. Michelle shares her experience in deploying the airport's award-winning Digital Apron and Tower Management System, and working in its state-of-the-art Integrated Airport Centre.Andy Taylor, Chief Solutions Officer at NATS, will explore what's happening in the UK, with both Manchester and Farnborough airports set to introduce ‘hybrid towers' to enhance their operations, while also explaining how NATS and Searidge are exploring the use of AI at Heathrow to improve operational resilience.You can also watch an on demand version of the livestream on our YouTube channel: https://www.youtube.com/@NatsAero

Technology isn't optional anymore—it's shaping the way we disciple, connect, and communicate. But how can ministry leaders embrace digital tools without compromising the relational heart of the church? In today's episode, we're joined by Brad Hill, Chief Solutions Officer at Gloo, to unpack the tensions, trends, and tools shaping today's ministry landscape. You'll hear why 92% of your people open texts but ignore emails, how AI can serve your church without stealing its soul, and what 50,000 churches are doing to measure spiritual growth in a more personal and effective way. We'll explore the deep question behind every tech decision—“Does this strengthen relationships?”—and give you practical next steps to use texting, digital assessments, and even AI to fuel discipleship, not just digital noise. If you're ready to stop guessing and start leading with clarity, this conversation will give you the courage and tools to move forward. https://stateofthechurch.com/ ----------- Full Show Notes

Every tech advancement in ministry comes with pros and cons, champions and nay-sayers, benefits and costs. For church leaders, it's not always easy to figure out what their congregants really need, how to play to their ministry's strengths, and what strong discipleship actually looks like in a tech-driven world.Recent Barna State of the Church research, in partnership with Gloo, uncovered five tech trends that show why adopting a blend of digital innovation and in-person ministry matters more than ever for leaders. Brad Hill, Chief Solutions Officer at Gloo believes these shifts aren't just about digital tools and strategies. They show a need for pastors to build trust, educate their congregants, and create meaningful digital experiences that truly connect people to God and each other. Brad joins Dale on today's 95Podcast to share practical ways that Gloo supports churches of all sizes with their efforts to use technology to reach new people.Show Notes: https://www.95network.org/technology-and-the-church-w-brad-hill-episode-278/Support the show

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of private markets.We are joined by Tom Cohn and Amita Schultes of Cerity Partners, where they discuss the recent combination of their two respective businesses, Cerity Partners, the $100B+ national wealth management firm, and Agility, a leading OCIO business.Tom and Amita discuss their merger, why there was a need to create customization for wealth investors in private markets, and how bringing on a leading OCIO business takes Cerity Partners' capabilities to a new level as a solutions provider in private markets.Tom is the Chief Solutions Officer and a Partner in Cerity Partners' New York office. He's a member of the firm's Leadership Team. He has over ten years of experience in various investment management roles, previously serving as an Investment Analyst at Spero-Smith Investment Advisors, where he was responsible for due diligence and analysis of third-party managers and assisted in global market and asset allocation research.Amita is a Partner in Cerity Partners' New York office, managing Cerity Partners' OCIO client portfolios. She's a member of the OCIO Investment Committee. Amita brings over 20 years of experience as an investment consultant to bear to the firm. Before joining Cerity Partners, Amita was a Partner and Client Portfolio Manager at Agility, where she served as a voting member of Agility's Investment Committee. Prior to Agility, she was a Partner, Managing Director, and Senior Consultant at Colonial Consulting, serving as an investment consultant for endowments, foundations, and pension plans. She also served as a Senior Consultant at Ibbotson Associates.Tom, Amita, and I had a fascinating discussion. We covered:The why and the how behind Cerity Partners' merger with Agility.How wealth management platforms can balance customization and scalability.Why scale matters in wealth management.How alternative asset managers can differentiate when engaging with the wealth channel.Thanks Tom and Amita for coming on the show to share your views and wisdom on wealth management and private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions02:05 Guest Introduction: Tom Cohn and Amita Schultes07:32 Merger Benefits and Synergies08:19 Client Services and Customization09:32 OCIO and Wealth Management Integration10:45 Why Partner Now?11:40 Cultural Alignment and Expertise12:38 Amita's Perspective on the Partnership13:16 Wealth Management as Institutional LPs14:23 Cerity Partners' Institutional Approach14:54 Private Markets Evolution16:25 Operational Excellence in Private Markets17:35 Research and Manager Selection20:56 Investment Objectives and Customization22:27 Institutional and Wealth Client Synergies28:16 Access and Long-term Relationships30:06 Customization and Scalability32:20 Educational Component in Client Investments32:36 Framework for Custom Portfolios33:10 Resource Allocation for Customization33:47 Importance of OCIO Business34:16 Next Innovation in Investment Solutions34:38 Turnkey Solutions for Operational Complexities35:39 Model Solutions and Manager Selection36:34 Combining OCIO and Wealth Management Practices37:32 Evolving Structures in Private Markets37:54 Workflows and Technology in Private Markets38:39 Client Experience and Operational Expertise39:37 Defining Private Markets41:13 Importance of Clear Definitions41:54 Role and Goals of Private Market Investments44:15 Partnerships and Mergers at Cerity Partners47:05 Evaluating Investment Managers49:06 Trust in General Partner Relationships51:16 Identifying Manager's Edge53:24 Training and Methodology in Manager Selection55:51 Challenges for Managers with Wealth Channel Capital56:47 Operational Challenges for Smaller Managers58:06 Future Trends in Alternative Investments01:01:00 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

Legacy technology is significantly hindering healthcare's digital transformation, particularly in health plans. In this episode, Marc Ryan, Chief Solutions Officer at Lilac Software, explores the future of healthcare. With a career spanning government programs and health tech innovation, Marc reveals how AI, real-time data, and advanced analytics are transforming care management. He also reveals the secrets to closing care gaps, improving member engagement, and making healthcare truly value-based. Tune in as Marc Ryan reveals how AI and real-time data are revolutionizing healthcare, closing care gaps, and driving value-based transformation! Resources: Connect with and follow Marc Ryan on LinkedIn. Follow Lilac Software on LinkedIn and visit their website!

This episode is part of Pear VC's series on Medicaid, covering the basics that founders need to know to build innovations that support communities in need. This week, we're excited to get to know Cesar Herrera. Cesar is the co-founder and CEO of Yuvo Health, a value-based care enablement organization for FQHCs. Yuvo Health is an industry-leading healthcare organization that partners with community health centers to help them gain an advantage in value-based care, a healthcare model that prioritizes patient-provided quality and outcomes of care over the quantity of services delivered.  Founded in New York City in January 2021 by a fully BIPOC team that has experienced the power of quality care firsthand, the entire company shares a common goal of bringing fair, quality care to underserved communities. Yuvo Health empowers health centers to succeed in value-based care arrangements by qualifying for meaningful value-based care contracts and achieving success in those arrangements with a dedicated Population Health partner — and with Yuvo Health taking on the risk in doing so.  Yuvo has raised $28M to date from  AlleyCorp, Mosaic General Partners, New York Ventures, HLM Venture Partners, Route 66 Ventures, VamosVentures, AV8 Ventures, Watershed, GreyMatter, Social Innovation Fund, and others Cesar's journey in healthcare spans over two decades, beginning with strategy and policy consulting at Kurt Salmon Associates, Booz Allen Hamilton, and Booz & Company. He also worked at Horizon Blue Cross Blue Shield of New Jersey, where he spearheaded marketing and competitive strategy initiatives. He then transitioned to Head of Existing Business at Zocdoc, and then Healthify, where he served as Chief Solutions Officer, shaping his vision for Yuvo Health. Cesar holds an MBA from NYU Stern School of Business, along with an MPH in Health Policy and Management from Johns Hopkins Bloomberg School of Public Health.

We are off to the races with The Law and Education Podcast for 2025 – we hope you are well-rested, rejuvenated, and ready to tackle everything this year throws at you! Today is all about reflecting on where we've been, making some major announcements, and outlining our path forward for 2025. We learn about Celeste Bradly and Betsy Smith's new job titles as Chief Solutions Officer and Chief Innovation Officer respectively, what Courtney deems as vital in life and how she's carried these philosophies into ICS, and why leadership is our focus for the first month of the year. We also reflect on 2024 and specifically, the gains we made in our training programs, and we outline what we have planned and what we're most excited about for 2025! We hope it's a great year for you, and no matter the outcome, ICS is always here to support you in your Title IX and equity work.    Key Points From This Episode: A reminder of Courtney's professional and personal interests, and why this podcast exists. What ICS holds as important for our staff and work culture. Announcing new job roles and titles for Betsy Smith and Celeste Bradley! Our focus for January: leadership. Reflecting on 2024 and the people we were able to reach and train. How we were forced into our first-ever training cancelation due to Hurricane Milton. What we have planned for virtual and in-person training in 2025. A moment of gratitude. What we're most excited about for 2025!   Links Mentioned in Today's Episode: 2024 Title IX Year-End Review | Free Webinar Celeste Bradley on LinkedIn Betsy Smith on LinkedIn ICS Lawyer Higher Ed Community Access K-12 Community Access Higher Ed Virtual Certified IX Training K-12 Virtual Certified Title IX Training ICS Blog Courtney Bullard on X Learn about Becoming a Community Partner

Think paying everything in cash is the best way to stay financially secure? Think again. In this episode, we explore why having no credit history can actually hurt you when it’s time to apply for a home loan—and what you can do to build a solid credit profile. We’re joined by Kevin James, General Manager at Equifax, who unpacks the ins and outs of credit scores: what they are, how they’re calculated, and why they matter. You’ll learn how things like paying your bills on time and being mindful of your credit applications can positively impact your score. Kevin also clears up misconceptions about buy-now-pay-later services and why they don’t do much to boost your creditworthiness. If your credit score isn’t where you’d like it to be, don’t worry—we’ve got you covered. Kevin shares practical steps for repairing a bad score, including how to check your credit report for free and the importance of working with your lender when times get tough. He also talks about the surprising benefits of small financial habits, like managing a credit card or phone plan in your name. This episode is your guide to understanding and improving your credit score, helping you get closer to your goal of homeownership. Listen now and take that next step toward financial confidence! Episode Highlights: 00:00 - Introduction 01:59 - Who is Kevin James? 03:30 - What does a credit score actually look like? 04:55 - What behaviours or actions impact a credit score? 06:49 - When does one start getting a credit score? 08:40 - Full payment vs. Minimum payment on credit card bill: what’s best for your credit score? 09:27 - How does “buy now, pay later” services like Afterpay influence a credit score? 10:36 - Why are credit scores important for first home buyers? 12:03 - How to find out what your credit score is 15:07 - How does one get a bad credit score 18:24 - How do you repair a bad credit score 22:31 - What impact does applying for multiple credit products have on a credit score? 25:26 - The role of AI in calculating credit scores 26:21 - Can parents managing bills hinder credit building for adult children? 28:54 - Why does Money Smart advise against paying for credit score repair services? 33:34 - What Kevin wishes he knew about credit scores as a first home buyer About Our Guest: Kevin James is the Chief Solutions Officer at Equifax Australia, leveraging his deep expertise in credit scores and financial analytics. With over six years at Equifax, including leading Advisory & Analytics Consultancy Services, Kevin has built a reputation for delivering strategic insights and innovative solutions. Known for his passion and ability to engage on complex topics, he previously held leadership roles at ANZ, focusing on customer engagement and risk strategy. Based in Melbourne, Australia, Kevin is a recognised thought leader in financial services. Connect with Kevin James: LinkedIn https://au.linkedin.com/in/kevin-james-b1b0b558 Resources: FREE MINI COURSE: How to price property like a professional https://www.homebuyeracademy.com.au/freecourse Meet our recommended mortgage brokers at Home Buyer Academy https://homebuyeracademy.com.au/brokers Visit our website https://www.homebuyeracademy.com.au/ Join our Facebook Group to get access to free monthly live Q&A sessions https://www.facebook.com/groups/yourfirsthomebuyerguideaustralia Learn how to buy property without making a mistake with our ultimate 10-step online course for first time home buyers https://homebuyeracademy.com.au/YFHBG If you have any questions or would like to be featured on our show, contact us at: Your First Home Buyer Guide Podcast support@homebuyeracademy.com.au Looking for a Sydney Buyers Agent? https://www.gooddeeds.com.au Work with Veronica: https://www.veronicamorgan.com.au Looking for a Brisbane Buyers Agent? https://www.propertypursuit.com.au/ Work with Meighan: https://www.linkedin.com/in/meighanwells/ If you enjoyed today’s podcast, don’t forget to subscribe, rate, and share the show! There’s more to come, so we hope to have you along with us on this journey! Subscribe on YouTube: https://www.youtube.com/@YourFirstHomeBuyerGuidePodcast Subscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/your-first-home-buyer-guide-podcast/id1544701825 Subscribe on Spotify: https://open.spotify.com/show/7GyrfXoqvDxjqNRv40NVQs?si=7c8bc4362fab421f See omnystudio.com/listener for privacy information.

In the latest episode of “Todd Talks,” Dean Still sits down with Brad Hill, Chief Solutions Officer at Gloo. Brad and his team work with thousands of churches and ministries worldwide, connecting the “Faith Ecosystem” by uniting people, partners, content, funding, and more. Together, they discuss the significance of Gloo's platform and how it supports the local church.

Send us a textPaul Knittle, Founder and President of MTMG, is a technology leader with over 30 years of experience in IT and telecommunications. He has led international expansion for a Managed Mobility Services provider in 18 countries and built high-performing B2B teams at T-Mobile, achieving record-breaking results. At MTMG, Paul oversees a team of experts, guiding businesses through digital transformation and solving complex IT challenges. As host of the MTMG IT Roundtable podcast, he engages top executives in discussions on emerging technologies. His leadership focuses on driving growth, efficiency, and long-term success for clients. Joe McGuire, Chief Solutions Officer at MTMG Inc., brings over 30 years of experience in sales, marketing, and business development across IT, mobility, and energy sectors. He leads a global team optimizing IT and telecom investments, specializing in MSPs, mobile management systems, and IoT solutions. Previously, Joe served as CRO at Autocavo, driving AI-powered fleet management sales, and led T-Mobile's B2B division, managing a partner portfolio and launching its first co-selling program. As Mayor of Northvale, NJ, Joe applies his leadership skills to public service. Known for collaboration and innovation, Joe consistently delivers growth and cost savings for clients.In this special edition of 'The Wireless Way,' the host introduces two esteemed guests, Paul Knittle and Joe McGuire, who bring decades of experience in IT, telecommunications, sales, and business development. Paul is the founder and president of MTMG, a company focused on guiding businesses through digital transformation and solving complex IT challenges. Joe, the chief solutions officer at MTMG, brings his expertise in optimizing IT and telecom investments. The conversation delves into the philosophy behind MTMG, which aims to help clients optimize their IT systems and save costs. Paul and Joe discuss their career paths, the importance of aligning IT goals with business objectives, the future of wireless technology, and the balance between corporate and BYOD policies. They also share insights from their podcasting experiences, emphasizing the human element in technology and business relationships.More on Paulhttps://www.linkedin.com/in/paulknittle/More on Joehttps://www.linkedin.com/in/josephmcguire/MTMG Podcasthttps://www.mtmg.eu/podcast.htmlSupport the show

After working for the world's largest hedge fund, Bridgewater, for over five years, today's guest, Jacob Miller, found his passion — making investing accessible. This passion led him to co-found Opto Investments, a tech-driven private markets platform. In this episode, Jacob and Stacy dive into: Jacob's backstory: how he went from aspiring doctor to advisor at the world's leading hedge fund, Bridgewater Opto's mission to decode complex market dynamics so average people can better understand their investments Why making people feel dumb, so they think they need you in order to invest, is a dead (and unethical) strategy Opto's foolproof strategy for standing out in the crowded tech industry How Opto's platform helps financial advisors differentiate and tackle alternative investments  More About Jacob MillerCo-founder, Jacob Miller, is Opto's Chief Solutions Officer, a key figure in its leadership team and central to its growth strategy. He spearheads initiatives for Opto's fiduciary partnerships and the systemization of institutional-quality private markets investment techniques and programs. Before co-founding Opto, Miller spent nearly five years as an investor at Bridgewater Associates. Miller has a passion for sensible long-term investing, systematizing investment processes, and distilling complex market dynamics into clear, logical linkages that help people better understand their investments. Having managed money for family and friends since he was 16, Miller is a certified market junkie. While he has a background in macroeconomics and high-yield debt, he finds the challenges and opportunities in the private markets space far more interesting and important, both for investors and society.Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

In this episode Derek Champagne interviews Tim Sanders. Tim Sanders spent most of his early career on the cutting edge of innovation and change. He was an early stage member of Mark Cuban's Broadcast.com, which had the largest opening day IPO in history. After Yahoo acquired the company, Tim was tapped to lead their ValueLab, and by 2001, he rose to Chief Solutions Officer. In 2005, he founded Deeper Media, which provides consulting services for leading brands. Today, he is one of the top-rated speakers on the lecture circuit.Tim is the author of four books, including the New York Times bestseller Love Is the Killer App: How To Win Business & Influence Friends. It's been translated into over a dozen languages and has been featured in Fast Company, USA Today, the New York Times, The Boston Globe, Christian Science Monitor and on CNN.He's a master storyteller who offers listeners actionable takeaways that produce results right away. That's why he's one of the top speakers on the lecture circuit.Learn more at www.timsanders.com

Today's interview is with Gopi Polavarapu, Chief Solutions Officer at Kore.ai, a market leader in Conversational AI platform space. Gopi joins me today to talk about two reports that they recently published ( the Agent Experience (AX) Benchmark Report 2024 and the Customer Experience (CX) Benchmark Report 2024), why a bot must emulate a company's brand and how to keep this authentic to your brand, the importance of building a multilingual bot and the importance of protecting vulnerable customers as the presence of AI in our day-to-day increases. This interview follows on from my recent interview – The Brand Connectome™ and why we are doing marketing all wrong – Interview with Leslie Zane – and is number 513 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees. NOTE: Today's episode is sponsored by Hubspot who have built an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. It's all very cool so do check them out at HubSpot.com.

Brad Hill, Chief Solutions Officer at Gloo and former President of Ministry Brands, discusses how to double your church outreach and reach more people, the NIHITO principle, and the early adopter advantage in the future of tech and AI. Show Notes The Art of Leadership Live On The Rise Newsletter Preaching Cheat Sheet Watch on YouTube Follow @careynieuwhof Follow @theartofleadershipnetwork   This episode is sponsored by: COMPASSION As a pastor, I knew child sponsorship was an opportunity for my church to make an impact worldwide and I trusted Compassion International to make that happen. Learn more about hosting your own Compassion Sunday at https://compassion.com/carey   GENERIS Generis is on a mission to close the gap between your current resources and your God-inspired vision. For free financial reporting resources and tools to better understand your church's generosity health visit http://generis.com/carey     TIMESTAMPS: Changes in church approach to ministry (00:06:45) Early adopters in tech (00:07:22) Early Adopters and Innovation (00:15:41) Laggards and Risk Tolerance (00:18:26) Tech Resources and Ministry (00:23:26) Rapid Scale and Acquisitions (00:27:31) Challenges in Christian Giving (00:34:35) The Evolution of the Church (00:36:44) The Role of Technology in the Church (00:41:23) Future Possibilities with AI (00:46:45) The potential of AI in ministry (00:49:14) Challenges and opportunities in embracing AI (00:51:34) Effectiveness of church outreach (00:55:30) Challenges in following up on outreach leads (00:59:25) Improving conversion rate in outreach (01:03:59) Engaging Volunteers in Digital First Response (01:07:01) Timeliness in Responding (01:09:23) Importance of Customer Retention (01:11:32) Cultivating Curiosity and Creativity (01:14:21)     Brought to you by The Art of Leadership Network

What does it take to transition from working at a regional investment advisory firm to founding your own consultancy and law practice? From navigating a difficult business partnership to launching her consultancy with a single client during a global pandemic, Bonnie reveals her passion for transforming the retirement plan industry and her determination to build a scalable platform for advisors. Her story is a testament to tenacity and vision.Discover the essentials of brand authenticity and the pivotal role of adaptability in small business success. Hear about strategies such as maintaining focus on core goals, depersonalizing feedback, and the advantage of having a supportive network, including a business coach. We reflect on the significant opportunities that have emerged from building Endeavor and share key insights on embracing change with confidence and sincerity. Don't miss this episode packed with invaluable advice for aspiring entrepreneurs and small business owners.GUEST BIO:Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Her unique experience as an ERISA attorney and advisor helps her bring governance solutions for day-to-day issues that are an inevitable part of running a successful retirement plan. Bonnie is also a Partner at Endeavor Law, a firm dedicated to supporting the ecosystem of financial services with their retirement plan-related decisions, documentation, compliance, regulation and litigation.As a thought leader on retirement plan governance issues, Bonnie has been quoted in publications such as The Wall Street Journal, InvestmentNews, 401(k) Specialist, Ignites, PlanAdviser, NAPA Net Daily, and Journal of Pension Benefits. She is an active member of the American Retirement Association and has served in various leadership roles as well as the American Bar Association's Tax Division where she is on the Lifetime Income Committee. She was awarded InvestmentNews 40 Under 40 in 2023, the ABA's On the Rise - Top 40 Young Lawyers Award in 2022. She is also a member of the Women in Pensions Network, the State Bar of California, and is a current advisory board member of RISA, LLC.When she isn't working on retirement plan issues, Bonnie enjoys traveling, spending time with her golden retrievers, Sadie and Sunny, running, riding her bike and volunteering for Make a Wish.Connect with Bonnie:mailto:bonnie.treichel@endeavor-retirement.comendeavor-retirement.com@btreichelesqLinkedIn: https://www.linkedin.com/in/bonnietreichel/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/

WealthManagement.com's David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real estate, as well as Opto's recent partnership … Read More Read More

Discover how OneStream's CPM Express is transforming financial management for mid-sized companies with revenues between $200M and $1B. Join us as Peter Fugere, Chief Solutions Officer at OneStream and one of its earliest team members, explains how OneStream's newest offering, CPM Express, accelerates the speed-to-value for OneStream customers, empowering finance teams with OneStream's full platform in a fraction of time of a typical implementation.  Learn how a OneStream customer can get up-to-speed with OneStream, yet focus their core team on doing what they do best: delivering meaningful business insights to improve corporate performance. Tune in to learn how CPM Express can elevate your enterprise's financial management capabilities. 

Utilizing the network effect by onboarding partners of customers simultaneously can lead to organic growth and increased platform adoption in SaaS companies. In this episode, Doug Heckman, Chief Solutions Officer at Surefront, discusses how they leveraged the network effect to drive and accelerate the adoption of their collaborative platform. By providing a no-cost license to every partner of their customers and handling the onboarding and training process at their own expense, Surefront facilitated a seamless transition for all parties involved. Doug also highlights his passion for solving "unsexy" but critical problems in the industry. The conversation provides deep insights into Surefront's journey, challenges, and innovative strategies to achieve success.This episode is ideal for individuals involved in enterprise software solutions and CEOs and CMOs of B2B SaaS firms looking for strategies to drive their businesses forward and accelerate growth.Key takeaways from this episode:How a deep commitment to customer success, especially at the enterprise level, can drive outsized growth and reputational benefitsStrategies to push customers off the status quo, including demonstrating the ROI of adopting a solution and highlighting the costs of doing nothingHow focusing on decision support content and targeting customers further down the buying cycle can lead to more impactful SaaS marketing effortsOther resources to check out:Interview with Vinay Bhagat, Founder and CEO of TrustRadius who publishes a yearly report about how B2B buyer behavior is changing.The Lead Gen Mistake I Guarantee You're Making – how to create content that better identifies intent from today's b2b buyer.And, if you want an outside look at your content with actionable advice, take advantage of our Content Audit. Valued at $20K in free consulting---Is your messaging a sales ally or sneaky saboteur? Let us help with our free content audit.We'll look at your website's messaging, content, and conversion potential from the eyes of today's buyer and deliver a presentation with new combinations to more sales conversations and demos. And the best part? It's absolutely free. Get started today!

May 15, 2024 ~ April's inflation numbers have been released. Shawn Lawson, Chief Solutions Officer of Executive Wealth Management, breaks down the numbers with Kevin and Tom.

May 10, 2024 ~ Holiday's tend to impact the economy each year. Shawn Lawson, Chief Solutions Officer for Executive Wealth Management, joins Kevin and Tom to discuss the impact Mother's Day is expected to have this year.

Master your life with AI: Join The Community: https://10xyou.us Like this? Subscribe to our newsletter at https://thinkfuture.com Get AIDAILY every weekday. Subscribe at https://aidaily.us Contact Doug: https://www.linkedin.com/in/doug-heckmann/ --- Chris interviews Doug Heckmann, the Chief Solutions Officer at Surefront, a company tackling the inefficiencies in product lifecycle management. Doug highlights the challenges faced by brands due to outdated communication methods like emails and spreadsheets, which hamper innovation and profitability. Surefront's solution is a collaborative platform that unites retailers, brands, and manufacturers in a seamless, shared workspace. This system not only replaces isolated systems but amplifies network effects as more partners engage. The episode also covers Surefront's ambitions to incorporate AI and automation, envisioning a future where product development is nearly automated yet still guided by human creativity. By 2034, Doug sees Surefront as a pivotal tool in the industry, akin to Bloomberg terminals, fundamentally enhancing collaboration and speeding up innovation. --- Send in a voice message: https://podcasters.spotify.com/pod/show/thinkfuture/message Support this podcast: https://podcasters.spotify.com/pod/show/thinkfuture/support

Dustin Lehr, Senior Director of Platform Security/Deputy CISO at Fivetran and Chief Solutions Officer at Katilyst Security, joins Robert and Chris to discuss security champions. Dustin explains the concept of security champions within the developer community, exploring the unique qualities and motivations behind developers becoming security advocates. He emphasizes the importance of fostering a security culture and leveraging gamification to engage developers effectively. They also cover the challenges of implementing security practices within the development process and how to justify the need for a champion program to engineering leadership. Dustin shares insights from his career transition from a developer to a cybersecurity professional, and he provides practical advice for organizations looking to enhance their security posture through community and culture-focused approaches.Links:"Maker's Schedule, Manager's Schedule" article by Paul Graham — https://www.paulgraham.com/makersschedule.htmlNever Split the Difference by Chris Voss & Tahl Raz —https://www.harpercollins.com/products/never-split-the-difference-chris-vosstahl-raz?variant=32117745385506FOLLOW OUR SOCIAL MEDIA: ➜Twitter: @AppSecPodcast➜LinkedIn: The Application Security Podcast➜YouTube: https://www.youtube.com/@ApplicationSecurityPodcast Thanks for Listening! ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Welcome to part two of our two part series on technology, church and culture. For today's episode Heather sits down with Brad Hill who is the Chief Solutions Officer at GLOO, where they've just developed a new initiative that helps churches navigate AI. What is AI? How is it impacting church culture? And should we be concerned as Christians about its potential? Heather gets answers to these questions and more during today's conversation. Heather also discusses deepfake videos and AI manipulation as it relates to the Princess Catherine cancer video during today's social toolkit. Here is an article Heather found by the Washington Post about conspiracy theories and AI.  Guest Bio Brad Hill is the Chief Solutions Officer at Gloo, a technology platform for ministry leaders that recently launched its new AI & the Church Initiative to empower the Big C Church to navigate and engage AI responsibly. With partners like Barna, Carey Nieuwhof, YouVersion, and more, they're initiating a connected conversation around AI and faith for Christians. Brad has been deeply involved in solving technology challenges for the Church for over 20 years.  Host Bio Heather Thompson Day is an associate professor of communication at Andrews University in Berrien Springs, Michigan. She is the author of eight books, including I'll See You Tomorrow and It's Not Your Turn. Reach out to Heather on X, the app formerly known as Twitter at @HeatherTDay and on Instagram @heatherthompsonday. Receive Heather's weekly inspirational email every Friday at 7pm EST; sign up at www.heatherthompsonday.com/links. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Sales Therapy episode, Sarah Jones discusses her tech industry journey, emphasizing empathy in leadership, challenges for women, and the evolving role of pre-sales in go-to-market strategies. Key Takeaways -Pre-sales is a strategic role that focuses on business outcomes and building strong customer relationships. -Customer success is crucial for the long-term success of a company, and it should be a shared responsibility across the organization. -Pre-sales plays a pivotal role in the future of sales, and the Chief Solutions Officer role can help drive customer success. -Active listening, asking the right questions, and technical proficiency are key skills for client success managers. -Pre-sales should be valued and recognized for their contributions to go-to-market strategies.

People are searching for help, hope, and encouragement now more than ever. With the influx of mental health issues riddling our country today, people are struggling to find solutions to their problems. And think about it, where do most people go when they have questions and seek a quick answer in today's culture and society? You guessed it - ‘Dr. Google.' However, one thing we know is that those answers may not always be accurate or the most faith focused, which leads to so many people within the church forming negative views of things such as technology and artificial intelligence. But that sparks the question and frames our conversation today: Can technology and artificial intelligence be used in a way that helps strengthen and develop the church rather than tearing it apart? And what is the Church doing to address the challenges facing today's generations? Thankfully, our guest today, Brad Hill, is a man who has been deeply involved in solving technology challenges for the church for over 20 years. Brad serves on the executive team at Gloo, which is known for being the trusted platform that releases the collective might for the church, and he is responsible for marketing, sales, success, and all facets of growing and serving Gloo's network of churches, networks, and faith partners. Prior to Gloo, our guest co-founded Ministry Brands, which is the world's largest church/ministry technology company. As President, he completed over 40+ roll-up acquisitions and led the company to win Private Equity deal of the year for 2017. In addition to his experience starting, building, and coaching companies for Kingdom and business impact, Brad has also served in lay leadership at several churches across multiple denominations, and he currently lives in the Denver, CO area with his wife and two kids. Our prayer throughout today's podcast is two-fold: (1) if you are a person who is exploring online for help, you are not alone. There are people doing everything in their power to provide you with best resources possible to navigate in these challenging, often overwhelming times. (2) To affirm those who are skeptical of technology and A.I. to understand that although many use those things to do a world of bad, there are some people today using tech to do a world of good! Pray that God would continue to lead the way and guide their skill sets to do His work so that His will would be done.Find out more about Gloo: https://www.gloo.us/ Mental Health Coach Training Program: https://lightuniversity.com/mental-health-coaching/ 

Cantillon 2024, scheduled for 7th March at Ballygarry Estate Hotel, Tralee, marks its 10th year as a pivotal platform for thought leaders, visionaries, and industry experts to delve into the urgent issues arising from the transformation towards a sustainable future. The conference will be an opportunity to hear from industry experts on topics including strategic planning, meeting future talent needs, and the evolving culture of organisations. The conference will explore how business leaders can navigate complex transformation processes, framing transformation not just as a strategic imperative but as a commitment to a resilient and prosperous world for generations to come. Cantillon 2024 is not to be missed for those looking to lead transformation in their organisation. President of MTU, Professor Maggie Cusack, expressed the urgency of the conference, stating: "Tickets are selling fast, be sure to secure your place at Cantillon 2024 which aims to spark innovative solutions to the most pressing issues in securing a sustainable future, honouring the legacy of Richard Cantillon, the pioneering economist." In a rapidly changing global landscape, Cantillon 2024 highlights the importance of the need for transformation across sectors from technology and energy to healthcare and manufacturing. The conference serves as a nexus for industry leaders, policymakers, scholars, and innovators to collectively address challenges and strategically plan for a sustainable future. The need for transformation extends beyond businesses - influencing economies, shaping policies, and necessitating the cultivation of a dynamic talent pool geared for the future. Cantillon 2024 will feature a diverse array of presentations, interactive panel discussions, and networking opportunities, fostering collaboration and knowledge exchange. The conference will emphasise the urgency recognised by governmental bodies to develop and implement policies fostering sustainability. From carbon emissions reduction to incentivising green innovations, policymakers play a crucial role in steering industries towards a secure and sustainable future. Organisers are urging those interested to secure their tickets fast before they are sold out. Highlights from the programme include keynotes from industry leaders: Shane McGibney, Chief Business Transformation Officer at Kerry Group, who will be discussing how to create a transformational culture mindset; Senior Economist at AIB, John Fahey who will be sharing the future transformation requirements from a global economic perspective; Gemma Corrigan of Federated Hermes Limited, focusing on the multi-stakeholder engagement process when leading sustainable transformation; and Disruptive innovation expert Aidan McCullen, who will explain the need to embrace the paradigm shift impacting every facet of global industries, economies, policies, and talent development. Following the keynotes, panel discussions will dissect the seismic shift towards sustainability across industries. The rising demand for professionals with expertise in sustainability, environmental science, and technology will be a central focus, reflecting the changing landscape of the workforce. Expert panellists across a host of industries will include: Mr. Padraig McGillycuddy, CEO Ballygarry Estate Hotel: Transforming the Business Model for a Secure Future Ms. Sheena Dympsey Executive Vice President and Chief Solutions Officer at Indivi.: Navigating Transformation in a Complex Digital Health environment. Mr. Cathal Foley CEO, PACE; CCO, Fexco Drive: Platforming to analyse Carbon Emissions in the Air! Dr Assumpta O'Kane, Business Psychologist: Workforce of the Future: The Competing Forces shaping 2040 and beyond! Dr Alison Hampton, Ulster University:? Transformation through the lens of the Zillenial and AI! With networking opportunities built in throughout the day, key topics of discussion will include the value of collective problem-solving approaches through cross-in...

Feb. 14, 2024 ~ Inflation numbers were released, and they were up in January. Shawn Lawson, Chief Solutions Officer at Executive Wealth Management, joins Kevin and Marie to breakdown these numbers.

 | Increasing first-page rankings and organic traffic has always involved guesswork. Experienced marketers know that deciding what content to produce and how to publish it can lead to wasted time, energy, and money. That can stop anyone dead in their tracks. But what would it look like if guesswork was no longer a factor in SEO and everything that goes into it?Join Ryan Brock, Chief Solutions Officer at DemandJump, for a first-ever look at how DemandJump eliminated guesswork to win 497 first-page rankings in mere weeks on one of the most competitive topics in the game -- "SaaS content" -- and how we've productized Pillar-Based Marketing to drive these kinds of results in a repeatable, transparent, and measurable way for dozens of brands and industries since then.

Bloomberg Businessweek Columnist Max Chafkin explains how Apple has navigated its relationship with Beijing well so far, but the situation isn't getting any easier heading into the new year. Bloomberg News Higher-Education Finance Reporter Janet Lorin discusses why Harvard faces increasing pressure to resolve one of the most fractious chapters in its history after the ouster of President Claudine Gay. Amy Shellhart, Chief Solutions Officer at WellSky, shares her thoughts on health tech trends for 2024. And we Drive to the Close with Dave Donabedian, CIO at CIBC Private Wealth Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Church leaders appear to be largely split in their understanding, outlook, and comfortability with using artificial intelligence in ministry. GLOO, a leading technology platform, along with partners Barna Group, Ed Stetzer, the Lausanne Movement, AI and Faith just released a survey on what ministry leaders think about AI and the church. On Tuesday's Mornings with Eric and Brigitte, Brad Hill, Chief Solutions Officer at GLOO talks to us about the results of this survey and what it means for the Church at large.See omnystudio.com/listener for privacy information.

This week, we were joined by IT in the D Legend Nuri Gocay, Chief Solutions Officer at Local Measure and former co-host of this very show. We kicked off talking about the Humane AI Pin, a wearable cell phone. Bob and Randy were not amused, however Nuri is intrigued by the notion of getting rid of his screen. It will be interesting to follow the journey and see if this turns out to be another Google Glass. We then got into emerging tech and what is the next big thing.  Lastly, Nuri goes to Burning Man every year. His stories are amazing and he really should have his own show talking about it.

Bonnie Treichel is a nationally recognized retirement plan expert, speaker, and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry.  Bonnie wanted a scalable way for advisors to work with small business owners who want to offer retirement plans for their employees. It's expensive to get access to an ERISA attorney. So Bonnie created a model so advisors could have affordable access through a consulting firm: Endeavor Retirement.  Bonnie works to make retirement legislation easy to understand. She keeps advisors up-to-date on the rules and regulations through webinars, presentations, and consultations. The result? Advisors and consultants help more people access retirement savings.  Listen in for some great takeaways about creating a retirement plan for you and your employees that will be compliant—and help them work toward their goals.  You will want to hear this episode if you are interested in... Learn more about Bonnie Treichel [3:09]  Why Bonnie decided to start her own business [4:51] Bonnie is passionate about helping people save for retirement [7:21]  Why it's important to understand what a fiduciary is [10:45]  Steps to take to get on the best path for retirement [15:12]  Check out our book “Financial Planning Made Personal” [19:16]  How to manage your retirement accounts once retired [20:01]  Understand The SECURE Act and The SECURE Act 2.0 [23:29]  Bonnie's advice for small business owners and state retirement plans [29:06]  The challenges business owners might face running retirement plans [32:55]  What Bonnie did today that put her in the right mindset for success [35:29] Resources & People Mentioned Financial Planning Made Personal SECURE 2.0 Act Connect with Bonnie Treichel The website On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

In this episode of AW360 we chat with Rhys Cater, Group Chief Solutions Officer at Precis. Rhys takes us through the current state and definition of marketing ethics, the role they play in modern marketing, and consumer considerations.

Why is considering climate risk crucial in financial decision-making?In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, is joined by guest co-host, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement to speak with Steven M. Rothstein, Managing Director, Accelerator at Ceres, Inc., about the importance of considering climate risks and opportunities in financial decision-making, particularly in banking, insurance, and pensions. Stephen emphasizes the need for investment portfolios to consider long-term climate change impacts. He highlights the lack of access to climate funds in 401(k) plans and the misconceptions surrounding ESG options in retirement plans.Steven discusses: The importance of considering climate risks and opportunities in financial decision-makingHis path to Ceres and involvement with the organizationWhat the accelerator program is, how it's reaching the end investor, and how it's addressing the climate risk in financeWhat risks the housing world is facing because of climate changeThe need for investment portfolios to consider long-term climate risks and opportunitiesWhat he's doing to ensure that retirement savers have access to funds that account for the financial risks of climate changeThe pushback and misconceptions surrounding ESG options in retirement plansWhat regulatory actions are needed in capital markets, such as climate disclosure rules and higher reserve margins for riskier loansWhat is Climate Week and how you can participate in itResources for financial advisors to learn more about integrating climate considerations into their workHow he finds freedom in leaving a better world for future generationsAnd moreResources:Bonnie Treichel: Saving and Spending in RetirementBonnie Treichel: How to Enter the 401(k) SpaceMakemymoneymatter.co.ukCeres.org/resourcesSocialinvestmentforum.org.ukConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Bonnie Treichel:Endeavor RetirementLinkedIn: Bonnie TreichelConnect with Steven M. Rothstein:CeresLinkedIn: Steven M RothsteinAbout our Guests: Bonnie Treichel, JD, is the founder and chief solutions officer of Endeavor Retirement. Bonnie's passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors updated on the rules and regulations through her webinars, presentations, and consultations. The result — advisors and consultants help more people access their retirement savings.Steven M. Rothstein is the founding Managing Director of the Ceres Accelerator for Sustainable Capital Markets.  

Our conversation walks you through some key provisions for plan sponsors and individuals, as well as a look at what is coming down the pike in the way of provisions for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement. Host: Daniel Cassidy

Our conversation walks you through some key provisions for plan sponsors and individuals, as well as a look at what is coming down the pike in the way of provisions for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement. Host: Daniel Cassidy

Church leaders appear to be largely split in their understanding, outlook, and comfortability with using artificial intelligence in ministry. GLOO, a leading technology platform, along with partners Barna Group, Ed Stetzer, the Lausanne Movement, AI and Faith just released a survey on what ministry leaders think about AI and the church. On Thursday's Mornings with Eric and Brigitte, Brad Hill, Chief Solutions Officer at GLOO talks to us about the results of this survey and what it means for the Church at large.See omnystudio.com/listener for privacy information.

Let's dive into the fascinating world of AI innovation with Brad Hill, the Chief Solutions Officer of Gloo.  Discover how Gloo is leveraging AI to revolutionize church engagement, deepen impact and connect with people in new and meaningful ways.    Show Notes: The AI and the Church Initiative Nils Smith Website Nils Smith Facebook Nils Smith Twitter Nils Smith Instagram Nils Smith LinkedIn Brad Hill Facebook Brad Hill Twitter Brad Hill LinkedIn Gloo   Social Media Church Discord Amplify Social Media

In this episode we hear from Jonathan Funch, Business Development Manager for AWS, and Kevin Schmitt, the Chief Solutions Officer with CodaMetrix. Tune in as they discuss the application of AI-powered automation in medical coding towards mitigating coder shortages and improving reimbursement.This episode is sponsored by AWS.

In this episode Derek Champagne interviews Tim Sanders. Tim Sanders spent most of his early career on the cutting edge of innovation and change. He was an early stage member of Mark Cuban's Broadcast.com, which had the largest opening day IPO in history. After Yahoo acquired the company, Tim was tapped to lead their ValueLab, and by 2001, he rose to Chief Solutions Officer. In 2005, he founded Deeper Media, which provides consulting services for leading brands. Today, he is one of the top-rated speakers on the lecture circuit.Tim is the author of four books, including the New York Times bestseller Love Is the Killer App: How To Win Business & Influence Friends. It's been translated into over a dozen languages and has been featured in Fast Company, USA Today, the New York Times, The Boston Globe, Christian Science Monitor and on CNN.He's a master storyteller who offers listeners actionable takeaways that produce results right away. That's why he's one of the top speakers on the lecture circuit.Learn more at www.timsanders.com/bls

With the passage of the SECURE Act 1.0 and 2.0, agents and advisors have a greater opportunity than ever before to help individuals navigate the complexities of their 401(k) plan. Today on our show, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, discusses these opportunities and the requirements to enter this space. Links mentioned in the show: https://www.linkedin.com/in/bonnietreichel/ https://endeavor-retirement.com/

Brad Hawkins has been with ServicePower:Field Service Software since 2004, where he currently serves as Senior Vice President of products and solutions, overseeing operations, development and product management. He's a long-time veteran in the world of field service technology and Brad brings more than 20 years of experience in workforce management software.    Questions • Could you share a little bit about their journey, how is it that you got to where you are today. And just in your own words, why you're doing what you're doing and how you got there. • Could you explain to our listeners a little bit about what field service is exactly? Maybe just break down some examples of what types of work does that entail? • What has your experience been with field service? And do you find it differs based on maybe the culture of the country? Or how do you optimize for a great experience with all of those variables that are so uncontrollable?  • Can you share with us what you've seen AI's role been in elevating field service to create better customer experiences? • Could you also share with us maybe I would say let's say 1 to 3 different types of solutions that you've seen that have been pretty innovative in the whole field service space? Have you seen things being done differently, more efficiently? Are there trends that you're seeing you think organizations should be tapping into more in order to improve on their service delivery? Or has your company been pioneering that in any way? • Could you share with our audience what's the online resource, tool, website or app that you absolutely can't live without in running your business every day? • Could you also share with our listeners, maybe one or two books that have had a great impact on you, it could be a book that you read a very long time ago, or even one that you've read recently, but it definitely has impacted on your professional competencies as a Chief Solutions Officer? • Could you also share with our listeners, Brad, what's one thing that's going on in your life right now that you're really excited about? Either something you're working on to develop yourself or your people. • Where can listeners find you online? • Do you have a quote or saying that during times of adversity or challenge, you'll tend to revert to this quote? It kind of helps to get you back on track if for any reason you got derailed.   Highlights   Brad's Journey Me: Now, Brad, before we start off our conversation with our guests, we always like to give them an opportunity to share in their own words, a little bit about their journey, how is it that you got to where you are today. And just in your own words, why you're doing what you're doing and how you got there.   Brad shared that it's an interesting journey for him as somebody who's been with ServicePower for a long time. And in field services in general, even longer. Because he started out as a self-taught programmer, he had sort of one other career job before coming to the field service world, which was all about data management, he worked down in the Caribbean, where they had very innovative ways, this was back in the 90s, of how they captured data across various mechanisms, the biggest being intelligent character recognition, where you're scanning things, and he can intelligently read what he can decipher off of a piece of paper.   And in that job coming to an end, he came back from living in the Caribbean. It was in need of finding work and he ended up at a place called Key Prestige, which was then acquired by ServicePower but that was where they built a warranty management platform.   And that was his first foray into the world of field service. It was understanding, there's this world out there of workforces that are out in the field, how do you optimize them best? How do you use an employee versus an independent contractor and then building out that initial platform, they then became part of the ServicePower world.   Along that journey, he ran development. He's since run their consulting and professional services organizations. He's on his second tour running product. But they then combine those platforms, again, with the sort of the ServicePower ecosystem to provide all of these various ways of field service solutions where sort of a big differentiator of ServicePower is do I work with an employee workforce? Or do I work with an independent contractor? And what's the best way to do that?   So, just over time, he's had new and interesting challenges at ServicePower, he's been able to take on other areas. And he's got to work basically, across the business. He runs product, but he still works very closely from a development standpoint. He's working with marketing and sales all the time. So, it's still exciting to him as a long timer but that's kind of how he got there.   What is Field Service? Me: So, you've done a lot of work in field service. Could you explain to our listeners a little bit about what field service is exactly? Maybe just break down some examples of what types of work does that entail?   Brad shared that he'll give a couple of examples of some industries. But specifically, when you think about, I'm an end consumer and I have a product or a service that requires someone to come out and do some type of service. And there are organizations then who have these workforces that they leverage.  So, an example would be very simple a homeowner example. I'm in my house, I'm an in consumer, I've got a refrigerator, it breaks, who do I call? Is it in warranty? Is it under a service contract, depending on that, that's going to determine, let's say it's Electrolux, I'm going to call them about my fridge, I'm having an issue, it's not cooling. They make the decision, oh, we're going to send a resource to your house to fix that.  So, the entire process of entitling that service event, the transparency to the consumer of everything that's going on, if you think about those events happening on a larger scale, the optimization of that workforce to gain efficiencies, identifying contractors in the moment to say who's the right guy to go out and run this job, ensuring people are getting reimbursed for their work properly from the proper organization. And again, just to come back up a little bit high level there, think of that across multiple industries.  So, major appliance, consumer electronics, actually anybody who has a home warranty on any products in their home, the insurance industry who has adjusters for you may have a catastrophe event and have a need to call up your homeowners' insurance, they're going to come out and do inspections. It can get larger, apartments, facilities, they have needs for workforces to come in and do inspections, repairs, any of that really.  So, it's any organization that has a field workforce, whether that workforce is employed, or they're leveraging independent businesses. The goal of a field service platform should be how do I optimize that? How do I ensure a world class customer experience along the way? How do I defend my brand along the way? But that's high level.   Me: So, you touched on quite a few things. So, field service is definitely something I believe that all consumers at some point will have to engage in throughout the course of their lifetime. How has it been for you on the end of as you mentioned, optimizing to get the best experience when you have to deal with so many different personalities. And I hear you mentioned that you lived in the Caribbean for a while, would you mind sharing with our listeners, which Caribbean island or country that was?   Brad stated that he was going to ask, he feels like Yanique's accent got to be Caribbean, he could be wrong. But yes, I lived in Grenada for about a year.   What Has Been Your Experience with Field Service? Me: So, I am Caribbean, I'm Jamaican, and I am currently in Kingston, Jamaica. Here in Kingston, Jamaica is listening to you speak just now about the fact that you would have a fridge for example, and the fridge breaks down and you call the person that you purchased the fridge from, especially if the fridge is still under warranty. I have found, for example, in Jamaica, contract persons like plumbers, carpenters, painters like those kinds of trades people, they are highly unreliable. They tell you, they're going to come tomorrow and probably you'll see them in another two weeks, you have to be constantly following up with them. And I find the service experience to be extremely poor. What has your experience been? And do you find it differs based on maybe the culture of the country? Or how do you optimize for a great experience with all of those variables that are so uncontrollable?    Brad shared that culture and geography does matter, it absolutely matters. Again, as somebody who lived in the Caribbean, he knows the differences there. As a company, ServicePower, they very prominent in North America, but also in Europe, they rolled out in multiple countries in Europe. The geography and sort of the interaction that the customer can have, can change. But the key that they try to push along the way is, you're going to have a better experience, if you understand how best to interact with the resources involved, or he'll give you a word that they use in the product world is the personas involved.  So, he has to understand that he has an end consumer who has expectations of a level of service, he has to provide a way for that consumer to have full transparency of everything that's going on. One of the things he thinks is, in our world today, it's very clear that consumers, they want to know up to the minute what exactly is going on in any event they're doing whether it's where's my pizza that's on the way to my house? Where's my Uber? Same thing.  When he books a technician to come out to his home, he wants to know everything that's going on, if he's trying to order a part and it's delayed, you have to give full transparency to that.  That's better than not hearing anything, it's like you said you're constantly having to follow up. So, one of the key things is to have a system that is very proactive and is going to inform the consumer and keep them in the loop of everything that's going on all the way up to the point of “I'm on my way, I'm in route.” And ensuring that the resource that you do send, how do I make sure in the moment, that that's the best possible resource that's going to provide the best possible outcome for that end consumer.  And again, that's all about what the ServicePower platform does is it understands whether it's an employee or a contractor, if it's a contractor, who is the contractor that is performing to the level that I expect them to, so I can rate and rank them. It's again, it's really about those principles.   AI's Role in Elevating Field Service to Create Better Customer Experience Me: Brilliant. So, you've mentioned optimizing for a better customer experience and the fact that you have real time up to date information for the client so they know every step of the way what's happening, as you mentioned, if the person is en route, if a part hasn't been ordered, that kind of stuff. So, artificial intelligence is pretty big now. There's a ChatGPT, there's Bing search engine. There are lots of them and lots of organizations are using the AI to integrate into their current systems to make it smarter, to make it bolder, to make it more informative for consumers. Can you share with us what you've seen AI's role been in elevating field service to create better customer experiences?   Brad stated absolutely, and he'll add another term in there along with AI, which is machine learning. It's very much in the forefront of what everybody's doing these days. But in the world of field service, again, if you think of that service event, and somebody, whether they make the phone call, they go on a website to schedule service for self-service, it's in that moment, based on what he knows about that event. What can I predict? That's what AI and machine learning offer in their world. And that's the biggest one right now is, if he knows it's this product, this model, this is the description of what is being told to him that's wrong and he can even then look at past repair history, how can he just use AI to predict?  Well, the technician, he needs to send out likely needs these three parts. Or he can triage them, he can give them some information to say, try this first, try that. And it's using AI and machine learning to make those intelligent predictions. What they've really learned about it is, people are using historical data to do that today, it's really about building the feedback loop of as you continue to get that data and ensure that the model you've created continues to learn over time.  But again, another good field service term for this is if you can make those predictions intelligently and he can send a tech out with everything he needs ahead of time, that ensures a first-time fix. Because again, imagine when your contractor comes out, he looks at it, he goes, “I don't have the parts on the truck. I'll reschedule you for next Tuesday.” That's a bad experience. So, using AI and machine learning, they can make the predictions of how do I ensure you have all the tools you need so that when you get on site, you are insured of doing a first time quality fix, because that will lead to a happy customer.   Innovative Solutions in the Field Service Space Me: Could you also share with us maybe I would say let's say 1 to 3 different types of solutions that you've seen that have been pretty innovative in the whole field service space? Maybe especially since we've been emerging out of the pandemic, have you seen things being done differently, more efficiently? Are there trends that you're seeing you think organizations should be tapping into more in order to improve on their service delivery? Or has your company been pioneering that in any way?    Brad shared that he thinks we've certainly pioneered it. There're two things he'll talk about there. Because there's actually not that many field service companies that have, they have already thrown around the term optimization. And every company will tell you they do optimization but what we've learned and we've seen, is there are some specific definitions of things you need to be able to do to truly optimize a workforce. And there really, again, not many companies that actually do it.  So, when he talks about optimization, imagine an employed workforce. So, let's just take North America as an example. If he were to have 2000 resources across North America, he's got jobs that where he has to offer up appointments to consumers, he may have SLAs for inspections. So, a job comes in where he's got to be there in three days, that's his agreed upon contractual SLA. But he has emergency jobs that may be coming in throughout the day.  True optimization, and one of the things they offer is they can continually evaluate a schedule that's been built out over time. And that's one of the ways where they use AI, they use a specific algorithm as part of that, to be constantly evaluating that schedule. And as events are coming in, he can sort of rip that schedule apart, move jobs around, understand what's the best possible most optimal schedule for all of his resources across however many jobs he has. And that's running constantly, throughout the day.  When most field service organizations tell you they do optimization, what they're really doing is, “Well, I have an optimized route. Like I went to Google Maps, and I made sure that my optimized route.” And that's fine. They can use the term optimization for that. But that doesn't necessarily take into account things like you can have your route, you can have drive time, is there access hours to a particular building, you may be going in and doing an apartment maintenance or facilities maintenance, and there's access hours. What's the cost of overtime? And am I considering that in the schedule? Just the schedule in general, my text, the knowledge and skills that those texts have. Again, how do I ensure that I'm taking all of that account into the schedule I'm creating.  And again, that's sort of what creates that again, that's how they refer to optimization. They know others use the term but they're not doing AI based optimization like they are that can really based on any number of parameters that any of their our clients want to use. The KPIs that drive the business, the important key indicators of the business, all of those with AI. So, that would be one of them.  The other one that again, this is technology and just sort of a general shift in where field service has gone is most software platforms that relate to field service, they sort of choose one method of solving a problem or another and the two main ones are, do I have an employed workforce? Or do I leverage independent businesses, and where most make a mistake and what they've really driven in the in the field service world, he would even tell you, he feels like ServicePower is the one who has been on the forefront of this all along, is the idea that you have to understand both of those types of organizations work very differently. But you still have to be able to blend them together because whether he sends his own employee or an independent business, he has to ensure that the experience is exactly the same for the customer.  Again, when he employs someone, he has control of their schedule, he can dictate technology to them, he knows everything about them. When he's working with an independent business, he sort of have to be able to rate them and score them based on how they performed for him, and he has to know like, “Okay, you're an independent business, I have to authorize you to work for me, which means I want to ensure your background check. You've been through all the proper trainings.” And again, some of those terms he talked about, what are your first time fix rates? What are your costs? He needs the transparency to see into that business because he's only giving them maybe 10% of the work they actually do, they're not dedicated to him.  So, one of the things again that they think they brought to the world of field service, and they continue to innovate on is, how can I have a rules engine around that understands?  He's got two different types of workforces he's working with, but he's going to provide one unified world class customer experience where that customer doesn't know any different. He doesn't know that it's an independent business who showed up, he just thinks, again, “My GE product or my LG product, I got it fixed, they did it the first time, that's all that matters. It was a great experience. So yeah, that's a couple there.   App, Website or Tool that Brad Absolutely Can't Live Without in His Business Me: So, we've spoken a lot about optimization and what are some of the pioneering, I would say, talents and attributes that ServicePower has been demonstrating and those are excellent, really, really a good way for us to dovetail into my next question. And so, we'd like to know if you could share with us, Brad, because it's all about the tools and resources that you're using to ensure that you're being most efficient in whatever task you're completing. Could you share with our audience what's the online resource, tool, website or app that you absolutely can't live without in running your business every day? When asked about an online resource that he can't live without in running his business, Brad that in running the business, he can name some tools here. But he tell you, they all have a common theme, which is tools that provide analytics. We live in a data driven world and understanding the analytics underneath your business are crucial.  And some examples of that, again, when you think of ServicePower as a software company, it all start by coming at it from the development side, they have to know exactly the velocity of their development staff, they have to know how much time they're spending on which initiatives are they putting their time into innovation and roadmap versus support and issues, implementation, whatever, they can break all that down. That way they can plan and forecast for the future, what directions they want to go.  Obviously, from an analytics standpoint, sales pipeline matter in that. So, they have a bunch of tools underneath that they obviously use things like HubSpot, as it relates to sales and marketing. And there is a component of Salesforce, they use for that for the development side. There's a couple of tools they use Jira being one to sort of track and it facilitates them gathering that data. They actually have their own, why say their own, it's a tool that they use called Domo, that it's basically a data warehouse with an analytics engine over the top of it. So, from their use, again, anything related to analytics.  And that's the other thing he would tell you beyond just their business is they then have to take all that data that comes out of their platform and present it the same way to their clients, where they can see how is your network performing, how are your employees performing? What's your customer satisfaction?  He'll just give you one example of that, there was a sort of a great story at ServicePower was, they came out, it's probably been about three or four years, they came out with their consumer portal, that's where consumers are notified of everything of their service event. They can be driven into a portal which gives them information about it.  One of the great key value points of that was their clients who are receiving calls from consumers just like you said, going, where's my contractor? Their call volume went, they were able to show through their analytics that their call centre volume went down by 40% when they put that tool out there to say, I can now have a system that's informing the consumer, there's no need for them to call you because they feel informed. So, again, back to the question, he'll just tell you anything analytics based. So, again, data driven world and you want to be on top of the things that are driving your business through analytics.   Books that Have Had the Biggest Impact on Brad When asked about books that have had the greatest impact, Brad stated that he'll tell his, because in his schooling days long ago, he sort of became very enthusiastic about the idea of culture in business. And there's a book called The Culture Code: The Secret of Highly Successful Groups, it's by Daniel Coyle, and it is all about how do I build a culture that brings your workforce together? Has you all enthusiastic about working towards a common goal, it gives you the tools for that. He read it a couple years back, in his opinion, it's more relevant now because post pandemic, you have people who are disconnected, a lot more people working at home, and it just gives you tools of how do you bring about a workforce that they're just as much invested in the mission and the goals as you are? So, that's the book he would recommend, as it's called The Culture Code by Daniel Coyle.   What Brad is Really Excited About Now! When asked about something that's going on now that he's excited about, Brad shared that for him, he'll give a personal one, because this is a podcast, and he finds podcasts can be fun that way, and he'll try to do both. But for him, he's in a kind of a new transition in life, maybe he shouldn't say this to the public, he's 53 years old. Through the pandemic had some struggles in life, and started reinventing things with a new blended family. And so for him, personally, he feels like he's getting another round of being a dad again, his children are grown. So, personally, that's very important to him, he's a huge believer in family, and creating a tight knit family. And so, that's a big thing for him.  From a work standpoint, he'll just tell you that ServicePower has been around a long time. But it does feel like they're always on sort of the edge of innovation as it relates to field service. And this is a year that they actually talked about heavy investment from their ownership. So, it's an exciting year from the things they're building, they're kind of reimagining the entire user experience of the platform, so they find that very exciting. So, even in his 20 plus years that he's been doing this, he still finds it rewarding, exciting, the initiatives they're driving. So yeah, again, he's done this for a long time but hopefully you're getting that from this podcast is that he's still very passionate about all of it.   Where Can We Find Brad Online  Website – servicepower.com LinkedIn – Brad Hawkins   Quote or Saying that During Times of Adversity Brad Uses   When asked if he has a quote or saying that he tends to revert to, Brad shared he does. He'll quickly look it up. He did this on a previous one he did, it'll just take him a second because he missed to be prepared for that one. This is one of his favourite quotes, matter of fact, he will tell you that all of the people at ServicePower have heard this multiple times from him. This is the quote, “Anyone who imagines that bliss is normal is going to waste a lot of time running around shouting that they've been robbed. Most putts don't drop, most beef is tough, most children grow up to be just people, most successful marriages require a high degree of mutual toleration, most jobs are often dull than otherwise. Life is like an old time rail journey there's delays, sidetracks, smoke and dust, interspersed only occasionally by beautiful vistas and thrilling burst of speed. The trick is to be thankful that you are on the ride.” He loves that quote.   Me: And do you know the author of the quote? Is it anonymous?    Brad stated that he's seen a couple people attributed to it, the person he knew that said it his name is Gordon B. Hinckley.   Please connect with us on Twitter @navigatingcx and also join our Private Facebook Community – Navigating the Customer Experience and listen to our FB Lives weekly with a new guest   Links ·      The Culture Code: The Secrets of Highly Successful Groups by Daniel Coyle   The ABC's of a Fantastic Customer Service Grab the Freebie on Our Website – TOP 10 Online Business Resources for Small Business Owners  Do you want to pivot your online customer experience and build loyalty - get a copy of “The ABC's of a Fantastic Customer Experience.” The ABC's of a Fantastic Customer Experience provides 26 easy to follow steps and techniques that helps your business to achieve success and build brand loyalty. This Guide to Limitless, Happy and Loyal Customers will help you to strengthen your service delivery, enhance your knowledge and appreciation of the customer experience and provide tips and practical strategies that you can start implementing immediately! This book will develop your customer service skills and sharpen your attention to detail when serving others. Master your customer experience and develop those knock your socks off techniques that will lead to lifetime customers. Your customers will only want to work with your business and it will be your brand differentiator. It will lead to recruiters to seek you out by providing practical examples on how to deliver a winning customer service experience!   Our Next Webinar – May 16, 2023 at 10:00 am   Register Here    

By now, you have either seen or heard about the ads during Superbowl LVII from  "HE GET US".Many praised the ads. Many others were critical of the ads. Some of the critics accused the campaign of:Grooming young people into a right-wing agendaWasting millions of dollars that could be better spent to help peoplePromoting hatePromoting anti-LGBTQ+ messagesPromoting anti-abortion messagesand so much moreEven evangelical Christians accused the campaign of a 'watered-down message', portraying Jesus with a 'we are all okay' message, or even heretical.Long before the Superbowl, we reached out to the team at He Gets Us and requested an interview. The goal was to hear directly from them and get questions answered.Chief Solutions Officer, Brad Hill, sat down with us to explain the purpose of He Gets Us. We learned what results they hoped to see through this campaign. But they didn't jump into an idea haphazardly. They interviewed many non-Christians to find out what they think about Christians, what they think about the Christian church, and what they think about Jesus.That information became a driving force for the agenda at He Gets Us. They began to focus on the topics of #love #hope #struggle #justice #activist #forgiveness #outrage #reaction #refugee #women #relationships #inclusive # judgment and #RealLife.These would be the topics they would begin sharing through videos and other media. These are the most important issues that people cared about. He Gets Us wants to recognize that these are also important issues for Jesus. These are issues that Jesus also dealt with---HE GETS US!My takeaway from the conversation of hope with Brad Hill was, this is a group of people who are passionate about sharing the Hope of Jesus Christ with everyone. They want to enable churches and individuals with resources that help all Jesus followers to be the hands and feet of Jesus to our world--at home, at work, and at play. This is a group of people who are hearing a desperate cry from our world that they need HOPE. If Jesus is who He said He is, then they want to know Him. After all, HE GETS US. “But in your hearts revere Christ as Lord. Always be prepared to give an answer to everyone who asks you to give the reason for the hope that you have. But do this with gentleness and respect" - 1 Peter 3:15------------------------FROM THE SHOW:He Gets Us website:https://HeGetsUs.comHe Gets Us for Churches:https://HeGetsUsPartners.comOpt-In Text Messages:Text "HE GETS US" to 70193----------------------------------------MORE ABOUT THE PODCAST:Behind The Mike website:https://BehindTheMikePodcast.comEmail:Mike@BehindTheMike.netRate & Review on Apple PodcastsSpotifySUPPORT THE SHOW:Support the showSUPPORT THE SHOWWatch these podcasts on YouTube!Follow Us!FacebookInstagramTikTok

In this episode, we look ahead in the events industry and discuss the changing role of the event planner, as well as the trends towards "event strategy" and away from "event planning". How has the Loneliness Epidemic influenced the event industry? Why are Internal events the fastest growing category of events? Why are event tech stacks imperative for the corporate meeting planner today? We discuss all of this and more with Chief Solutions Officer at Unbridled, Tim Woodring.

In this episode, I am joined by Scott Williams. Scott is a best-selling author, speaker, strategist, international consultant, and Chief Solutions Officer of his strategy firm, Nxt Level Solutions. He has served as a campus pastor at Life Church. Listen to our conversation on entrepreneurship, equality and success!

In this episode Derek Champagne, CEO of The Artist Evolution, interviews Tim Sanders. Tim Sanders spent most of his early career on the cutting edge of innovation and change. He was an early stage member of Mark Cuban's Broadcast.com, which had the largest opening day IPO in history. After Yahoo acquired the company, Tim was tapped to lead their ValueLab, and by 2001, he rose to Chief Solutions Officer. In 2005, he founded Deeper Media, which provides consulting services for leading brands. Today, he is one of the top-rated speakers on the lecture circuit.