Podcasts about Chief strategy officer

Podcast Show Notes: Pankaj Patel – Redefining Networking and Security in the Age of AI Guest: Pankaj Patel, Founder and CEO of Nile | Former EVP and Chief Development Officer at Cisco | Partner at JC2 Ventures | Senior Advisor at March Capital Episode Overview In this episode, we sit down with Pankaj Patel, one of the most influential leaders in enterprise technology. As the former engineering head of Cisco's $38 billion portfolio with a $6 billion R&D budget, and now the founder and CEO of Nile, Pankaj brings unparalleled insight into the future of networking, AI, and enterprise security. Pankaj shares lessons from building and leading global engineering organizations, the principles he applied to acquisitions and innovation at scale, and why he believes simplicity and security must define the next era of enterprise technology. We also explore how Nile is disrupting the status quo, delivering secure and simple networking as a service, and why Pankaj considers this company the fulfillment of an “unfulfilled mission” in his career. Whether you're a technology executive, founder, or investor, this conversation offers invaluable perspective on how to navigate complexity, embrace AI, and prepare for the enterprise networks of the future. What You'll Learn in This Episode Leadership at scale: What it was like managing 29,000 engineers and a $6 billion R&D budget at Cisco. Acquisition strategy: How Pankaj evaluated companies for acquisition and integration. The AI reality check: Why many legacy companies are calling themselves AI-first, and whether the claims hold up. Simplicity in enterprise tech: Why products have historically been built around complexity, and why simplifying networks is both challenging and essential. Security reimagined: What truly makes a system secure, why humans are often the weakest link, and how AI will transform security. The “unfulfilled mission”: Why Pankaj launched Nile and how the company is disrupting the networking industry. Future of enterprise tech: How networking, AI, and security are converging to reshape the next decade. Investor perspective: What Pankaj looks for in founders and startups as a board member, advisor, and venture partner. Key Questions We Discuss What principles guided your allocation of Cisco's $6 billion R&D budget? What criteria did you use when acquiring companies, and how did you evaluate integration risk? Why has enterprise tech often thrived on complexity, and how is Nile changing that? How do you see AI shaping the future of networking and security? What advice would you give to enterprises overwhelmed by legacy systems? What was the “unfulfilled mission” that led you to launch Nile? How has your leadership style evolved from managing tens of thousands at Cisco to leading a focused startup team? What do you look for in founders when joining boards or investing? How will the convergence of networking, AI, and security define the next 5–10 years? About Pankaj Patel Pankaj Patel is the Founder and CEO of Nile, where he is reimagining the future of networking by delivering secure, simple, and customer-obsessed services. Previously, he served as Executive Vice President and Chief Development Officer at Cisco, overseeing the company's $38 billion product portfolio. He is also a Partner and Chief Strategy Officer at JC2 Ventures, a Senior Advisor at March Capital, and serves on the boards of several leading technology startups. Connect with Pankaj Patel LinkedIn: Pankaj Patel Nile: https://nilesecure.com Disclaimer The views expressed in this podcast are for informational purposes only and do not constitute financial, legal, or investment advice. Please consult with a qualified professional regarding your specific situation. The views expressed are those of the guest and host and do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. #ai #cybersecurity #nilesecure #siliconvalley #podcast

Story #1: American Bitcoin Co-Founder and Chief Strategy Officer, Eric Trump and Executive Chairman and Board Member, Asher Genoot join Will to discuss the launch of American Bitcoin on the NASDAQ. Eric also reflects on his friendship with Charlie Kirk and the threats facing his own family, while Asher explains why Bitcoin is the ultimate store of value and how their company aims to make crypto simple and accessible for everyday Americans. Story #2: Author and Host of "Your Welcome", Michael Malice sits down with Will to examine the deeper crisis in America. From calls for violence to the push for “hate speech” laws, Malice argues we've entered a dangerous phase where debate is collapsing. He explains why some ideas must be retired, why others can't be negotiated in good faith, and why this moment will likely mark a turning point in American history. Story #3: Will closes with a monologue on the limits of free speech, the line between hate speech and incitement, and the role of accountability in culture versus government. He calls out politicians like Gov. J.B. Pritzker (D-IL) and Sen. Chris Murphy (D-CT) for dangerous rhetoric, and argues that preserving civilization requires truth, responsibility, and a re-commitment to basic decency. Subscribe to 'Will Cain Country' on YouTube here: ⁠⁠Watch Will Cain Country!⁠⁠ Follow 'Will Cain Country' on X (@willcainshow), Instagram (@willcainshow), TikTok (@willcainshow), and Facebook (@willcainnews) Follow Will on X: ⁠⁠@WillCain (00:00) Intro (06:30) Eric Trump on Charlie Kirk & American Bitcoin (15:00) Asher Genoot Explains American Bitcoin (22:30) Michael Malice Interview (41:00) Will & Malice Explore History & America's Future (58:00) Will's Monologue Calling Out the Left (1:14:00) Closing Reflections Learn more about your ad choices. Visit podcastchoices.com/adchoices

Emily Shields dropped her kids off at school this morning—an eighth grader, a fifth grader, and a toddler—before stepping into her role as Chief Strategy Officer at OSF HealthCare. It's a balance she's perfected through years of strategic career moves and honest self-assessment about what matters most each week. Starting as a physician recruiter at OSF, Emily built relationships across the entire health system that would prove invaluable. "I worked with leadership, hospital presidents, regional leadership in all of those markets. It uniquely positioned me to build trust and confidence across the system," she reflects. The pivotal moment came when an executive sent her a simple note: "This person is retiring. You should think about this." That nudge toward the Vice President of Business Development role changed everything. "It was like something exploded in my office," Emily recalls. She seized the opportunity, moving from recruitment into mergers, acquisitions, and joint ventures—territory she'd never navigated before. "I'm definitely not afraid to say when I don't know something and to pull in a team to surround me to help," Emily shares. Under the mentorship of Michelle Conger (OSF's incoming CEO), she learned to distinguish between skills that can be taught and the innate hunger to learn that makes leaders successful. In this candid episode of Inspiring Women with Laurie McGraw, Emily also reveals: Why "mission and culture always win"—even when walking away from lucrative deals How OSF's innovation committee fast-tracks partnerships and pilots The power of being "at the right place at the right time" AND seizing the opportunity Why asking for help isn't weakness—it's strategic leadership How to think in "week chunks" when balancing career and family The critical importance of always signaling you're ready for more "You have to demonstrate you can do more than what you're currently doing. That does mean taking on projects outside your official job duties—that's how other people know you're capable," Emily advises. Now overseeing marketing, planning, and business development as Chief Strategy Officer, Emily is bringing previously siloed functions together to drive strategic outcomes. Her latest achievement? A 100-bed behavioral health joint venture opening next spring, addressing a critical gap where 2,000 patients were leaving the service area for psychiatric care. For women navigating their own career trajectories while raising families, Emily's message is clear: "Give yourself grace. Work hard and seize those opportunities when they're in front of you. Recognize that the path you set out for yourself in your head is not the one you're gonna take." From recruiter to C-suite in one organization, while raising three children and driving multi-million dollar deals—Emily Shields proves that with the right support, strategic thinking, and self-compassion, you can build an exceptional career without trying to be perfect at everything, every week. "There are weeks where work wins, and there are weeks where being a mom wins. And that's okay." Chapters 03:23 - Asking for Help as a Strength 05:26 - From Physician Recruiter to System Leader 07:39 - Always Signal You're Ready for More 09:33 - The Power of Right Place, Right Time 12:38 - Building Strategic Partnerships in Behavioral Health 16:37 - When Mission and Culture Trump Growth 18:55 - Breaking Down Silos Through Collaboration 20:58 - Give Yourself Grace and Seize Opportunities Guest & Host Links Connect with Laurie McGraw on LinkedIn Connect with Inspiring Women Browse Episodes | LinkedIn | Instagram | Apple | Spotify

Is layaway making a comeback—or has it simply been rebranded as “buy now, pay later”? In this episode of Is This Really a Thing?, Dean Paul Jarley sits down with Jim Adamczyk, Chief Strategy Officer at FAIRWINDS, to unpack the surprising history (and psychology) of delayed payments. From Christmas shopping in the 1970s to today's Klarna and Affirm apps, they explore why consumers keep returning to installment plans, what it means for financial health, and whether AI could reshape how we manage spending and debt. Featured Guests Jim Adamczyk - Chief Strategy Officer, FAIRWINDS Episode Transcription Paul Jarley: If you're as old as I am, you know, things come back around. Today, we're going to talk about an old classic: layaway. Is it back? Is it hiding under a different name? Should you really put your lunch on layaway? Or buy now, pay later. To help me figure this out, I'm joined in this episode by Jim Adamczyk. Jim is a UCF alum, a member of our College of Business Hall of Fame and is the current Chief Strategy Officer at FAIRWINDS. We recorded this podcast live in front of 100-plus students in The EXCHANGE, and we're bringing it to you now. Listen in. This show is all about separating hype from fundamental change. I'm Paul Jarley, Dean of the College of Business here at UCF. I've got lots of questions. To get answers, I'm talking to people with interesting insights into the future of business. Have you ever wondered, Is This Really a Thing? Onto our show. So when I was a kid, my mother spent half of her annual income on Christmas. I'm not kidding. We grew up with relatively modest means, and so she would start shopping in June for Christmas. And the family didn't have a huge amount of money, so she would buy things on what was called layaway. Basically, you went in and you picked out your item and you gave it to the store and you promised to pay for it before you would pick it up and you had to agree to a schedule. And I was driving somewhere a couple of weeks ago and I was listening to the radio and I think it was Burlington Coat Factory was talking about their layaway program. Literally, I hadn't heard about layaway in probably 40 years. And so today Jim and I are going to talk about layaway, what it was, how it differs from Buy Now Pay Later, or rent to own things that many of you might see, why it's on the comeback and what might replace it after that. So thanks for joining us today, Jim. Jim Adamczyk: Always happy to be here. Paul Jarley: What is layaway? Had you ever experienced layaway? Jim Adamczyk: When I was in high school, I was dating somebody and I remember there was a Montgomery Ward in Altamonte Springs and I put a present on layaway. And by the time I got the layaway, I was no longer with the person anymore, so my first experience was: layaway is not great. Paul Jarley: Just so you understand kind of the world we're living in at that time, people didn't have credit cards, people didn't have debit cards. Jim Adamczyk: The main way to pay for it was cash. You took cash out and you went to the store and buy it, but if you didn't have the cash, your primary means of credit was layaway. And it's not really credit in the sense that you don't have the item, so you're kind of saving each month. It's like a savings plan to end up eventually buying something. It's almost like delayed gratification in a world of instant gratification today. Paul Jarley: Right? And if you missed a payment, the retailer put the product back on the shelf. Jim Adamczyk: And so the retailers had to have an entire inventory management system to keep track of all the different items that were on layaway, the customers that had them on layaway and then the payment plans that were in place to pay for those items as well. Paul Jarley: And there would be late penalties, right? I think if you - Jim Adamczyk: Usually you had to put a percent of the item down upfront, 10, 20%, and then if you were late,

In this episode of Getting to Know KRA, we sit down with Patrick T.J. Boxall, Executive Vice President and Chief Strategy Officer at KRA Corporation, to explore how strategic partnerships fuel workforce innovation. Patrick shares how KRA integrates mental health resources, strengthens business engagement, and adapts to an evolving labor market to align talent with business needs. Tune in to gain insight into KRA's forward-thinking approach to collaboration and the dynamic relationships that deliver real results.

Jason Falls is Chief Strategy Officer and Principal at Falls+Partners, an influence marketing strategy and creative concepts firm founded in 2022. The company helps clients move beyond checkbox influencer campaigns and toward genuine, influence-driven strategies. An award-winning digital marketing strategist, author, and podcast host, Jason has been recognized as a top influencer in social technology and marketing by Forbes, Entrepreneur, and Ad Age. As a thought leader, he hosts the Winfluence podcast, serves as Executive Producer of the Marketing Podcast Network, and has authored multiple books on influence and social media. In this episode… Influencer marketing often promises massive reach, but too many brands end up burning their budgets on ineffective one-off posts. What if the key to success isn't more followers but more influence? And how do you find creators who actually drive results? Jason Falls, an expert in influence marketing and social listening, explains why shifting focus from influencers to influence leads to stronger outcomes. Jason emphasizes investing in long-term partnerships with micro-influencers, relying on creative directors for compelling content, and using social listening tools to spot overlooked opportunities. He illustrates these strategies through campaigns with VisitLEX, GE, and a bourbon brand, showing how creativity, consistency, and insight can turn marketing into meaningful engagement. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Jason Falls, Chief Strategy Officer of Falls+Partners, about rethinking influencer marketing. Jason discusses building authentic influence strategies, lessons from viral content, and the value of social listening. He also explores mistakes brands make in influencer campaigns, the power of micro-influencers, and why creativity drives better results.

In this illuminating episode of An Educated Guest, host Todd Zipper sits down with Sari Factor, the Vice Chair and Chief Strategy Officer of Imagine Learning, to discuss the monumental shifts occurring in K-12 education. With a career spanning several decades, Sari shares the powerful journey of Imagine Learning, from its early days as a credit recovery provider to its current position as a leader in digital-first curriculum, serving over 15 million students.The conversation delves into the most pressing challenges facing schools today: the end of pandemic-era federal funding, the proficiency crisis in reading and math, and the disruptive rise of school choice. Sari offers both a realistic and hopeful perspective, sharing how a focus on high-quality instructional materials and teacher development is creating a "bright side" to the current challenges. She also provides a compelling vision for the future, exploring the transformative potential of AI to personalize learning, empower teachers, and solve some of education's most persistent problems. This episode is a must-listen for anyone seeking to understand the K-12 landscape and what it will take to prepare a new generation for the future.Key Takeaways from this Episode:Imagine Learning's Evolution: The founding story of a company built on the mission of personalized learning and its growth into a major K-12 education provider.The Post-Pandemic K-12 Reality: A breakdown of the key macro forces—from funding cuts to declining birth rates—that are forcing public schools to reinvent themselves.The Science of Learning: An exploration of what evidence-based practices, such as the "science of reading," are actually working to reverse the proficiency crisis in reading and math.AI's Role as a Co-Pilot: How AI can and should be used to augment a teacher's role, shifting their focus from mundane tasks to the human-centric work of mentoring and motivating students.The Power of Durable Skills: A discussion on why skills like resilience and empathy are becoming more crucial than ever and how schools can teach them effectively.About Our Guest:Sari Factor is the Vice Chair and Chief Strategy Officer of Imagine Learning. With a career spanning over four decades in the K-12 education space, Sari has served as a visionary leader at companies like McGraw Hill and Kaplan. She is a recognized expert on the future of education, technology's role in the classroom, and the importance of professional learning for educators.

Every minute counts in medicine—so why waste it on clunky admin work? With Ryze Health, practice management becomes effortless. Our all-in-one platform streamlines scheduling, patient communications, and insurance verification, giving you fewer no-shows, faster check-ins, and happier patients. Free yourself from paperwork and phone tag so you can focus on what truly matters: providing care.  Visit http://ryzehealth.com/BootstrapMD  today and see how simple running your practice can be. —————— What does it take for a geriatrician to become a healthcare innovator impacting millions?  In this episode, Dr. Mike Woo-Ming sits down with Dr. Michael Fang to share his journey from practicing medicine to co-founding Base10, an infection control software that saved lives in 150 nursing homes during the COVID pandemic, generating over $35M before its acquisition. He also co-founded Inosphere, impacting 7M mental health patients in the UK, Ireland, and Scotland. Now, as Chief Strategy Officer at Northwestern's Feinberg School of Medicine and CEO of Rise Health, Dr. Fang is redefining health insurance for independent physicians and medical practices. He discusses leveraging physician skills for entrepreneurship, the unmet need for affordable health plans, and the power of community through WeCare IPA. This episode is packed with insights for physicians looking to break free from traditional practice and create scalable impact. Three Actionable Takeaways: Leverage Your Physician Skills for Entrepreneurship – Apply your ability to process information, communicate effectively, and make quick decisions to entrepreneurial ventures. Start small, using your clinical income to fund initial projects, and don't wait for an MBA to jump in. Explore Health Plan Solutions for Independence – If you're an independent physician or running a small practice, investigate Rise Health's health captive model to reduce insurance costs for you, your staff, and their families, removing barriers to starting your own practice. Join a Supportive Community – Engage with communities like WeCare IPA to access benefits like discounted specialty medications for your patients, even if you don't need Rise Health's insurance, to enhance your practice's efficiency and impact. About the Show: Bootstrap MD is the ultimate podcast for physician entrepreneurs looking to escape traditional healthcare and control their financial futures. Hosted by Dr. Mike Woo-Ming, a successful physician, entrepreneur, and investor, the show delivers actionable insights on starting businesses, creating passive income, and navigating healthcare entrepreneurship. Featuring interviews with industry leaders, physicians, and experts in telemedicine and digital health, it's your guide to building a profitable, fulfilling career.  Tune in weekly at  http://bootstrapmd.com  About the Guest Dr. Michael Fang is a geriatrician, internist, and serial entrepreneur with a passion for democratizing healthcare. As co-founder and CEO of Base10, he developed infection control software used by 150 nursing homes during the COVID pandemic, generating $35M in revenue before its acquisition. He co-founded Inosphere, addressing social determinants of health for 7M mental health patients in the UK, Ireland, and Scotland. Currently, Dr. Fang serves as Chief Strategy Officer at Northwestern's Feinberg School of Medicine Institute of AI in Medicine and leads Rise Health, a health plan for independent physicians. His expertise lies in healthcare innovation, informatics, and creating scalable solutions for systemic challenges. LinkedIn: linkedin.com/in/michael-fang-md-382b2341  Website: base10genetics.com About the Host:  Dr. Mike Woo-Ming has over 20 years of experience as a physician entrepreneur. He's built and sold multiple seven-figure companies and now leads Executive Medical, a group of clinics specializing in age management and aesthetics. Through BootstrapMD, he mentors physicians in business, content creation, and autonomy. Let's Connect: www.https://www.bootstrapmd.com   Want to start a podcast? Check out the Doctor Podcast Network!  

Today on the Invest In Her podcast, host Catherine Gray talks with Wadooah Wali, Co-Founder, Chief Strategy Officer, and Executive Producer at New Canvas, an award-winning XR studio focused on social impact storytelling. Wadooah is a pioneering entrepreneur, media innovator, and immersive storyteller whose career spans more than 20 years across traditional broadcast, digital platforms, and cutting-edge XR formats. At New Canvas, she drives strategic growth, industry positioning, and partnerships, leading high-profile projects like When Brooklyn Was Queer—a groundbreaking VR series produced with Elliot Page and PAGEBOY Productions that premiered at the 2024 Venice Immersive Production Bridge. Her career also includes leadership roles at Demand Media, WarnerMedia, Fullscreen, and Midroll Media/EarWolf, where she helped shape shifts in online video, podcasting, and digital publishing. In this episode, Catherine and Wadooah dive into the future of immersive media and its potential to influence culture and drive social change. Wadooah shares her vision for how XR storytelling can elevate diverse voices, break boundaries in entertainment, and create meaningful impact across industries. They also discuss her role as an advocate for inclusive innovation, her advisory work with GALECA and Revry.TV, and her mission to redefine what it means to be a modern media leader. This conversation is a must-listen for anyone interested in the evolving intersection of creativity, technology, and cultural advocacy. Connect with Wadooah: LinkedIn: https://www.linkedin.com/in/wadooah Instagram: https://www.instagram.com/dubya2 Websites Mentioned: www.newcanvas.co https://www.showherthemoneymovie.com www.sheangelinvestors.com    Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels   #InvestInHer #FinancialWellness #WomenInFinance #FinancialEmpowerment #MoneyMindset #InclusiveFinance #FintechForGood #BehavioralEconomics #WealthBuilding #FinancialHealth #EmpowerWomen #MoneyMatters #SheAngelInvestors #InvestInYourself #FinancialFreedom  

The Cognitive Crucible is a forum that presents different perspectives and emerging thought leadership related to the information environment. The opinions expressed by guests are their own, and do not necessarily reflect the views of or endorsement by the Information Professionals Association. During this episode, Tod Rathbone discusses trends related to digital marketing and why it matters including: the evolution of live media, digital ad tracking, AI's impact on marketplaces and media, identity mapping and platform challenges, AI and online safety, challenges of digital information management, and infrastructure vulnerabilities. Recording Date: 2 Sep 2025 Link to full show notes and resources Guest Bio:  Tod Rathbone is a seasoned marketing strategist and agency leader with over four decades of experience guiding global brands and creative organizations through transformation and growth. He currently serves as a fractional Chief Strategy Officer for Infinity Marketing Team and Reed Art Department. Previously, Tod was Global Chief Strategy Officer at WONGDOODY, where he built and scaled the strategic offering that helped transform the agency from a $25M regional shop into a $200M global digital innovation company. He also served on the 4A's Board of Directors, contributing industry leadership at the national level. His earlier leadership roles at Publicis Sapient, Razorfish, and Band Digital spanned brand strategy, digital transformation, and innovation for Fortune 100 clients including Samsung, Nestlé, and Apple. Known for shaping agencies into engines of growth and cultural relevance, Tod combines deep expertise in brand building, digital innovation, and creative strategy with a proven track record of scaling businesses, inspiring teams, and delivering award-winning client work. About: The Information Professionals Association (IPA) is a non-profit organization dedicated to exploring the role of information activities, such as influence and cognitive security, within the national security sector and helping to bridge the divide between operations and research. Its goal is to increase interdisciplinary collaboration between scholars and practitioners and policymakers with an interest in this domain. For more information, please contact us at communications@information-professionals.org. Or, connect directly with The Cognitive Crucible podcast host, John Bicknell, on LinkedIn. Disclosure: As an Amazon Associate, 1) IPA earns from qualifying purchases, 2) IPA gets commissions for purchases made through links in this post.

According to a BDO survey of businesses in the Southeastern United States, 41% say trade and tariff policy is their #1 concern for the next 12 months. Plus, as Atlanta Federal Reserve President Raphael Bostic recently shared on “Closer Look,” consumer spending has declined, and small businesses are being hit hardest by inflationary pressures. The U.S. Supreme Court is now considering whether to allow President Trump to continue imposing tariffs on nations around the world. This is after some companies reveal they’ve been subjected to tariffs as high as 170%. On today’s “Closer Look with Rose Scott,” we get analysis on the impact of tariffs from a roundtable of experts. Then, Atlanta area small businesses discuss the rising costs they’re facing and their concerns for the future. We hear from the owners of Garage Door Studio and Anna Griffin, Inc., plus the CEO of Just for Teens. Guests Include: John Haber, Chief Strategy Officer at Transportation Insight Holding Company Finance Prof. Thomas More Smith, Emory University’s Goizueta Business School David Greaves, Tax Market Leader at BDO in Atlanta Brian Reynolds, CEO of Just for Teens Jen Singh & Rachel Herzog, Co-Owners of Garage Door Studio in Avondale Estates Anna Griffin, Owner of Anna Griffin, Inc.See omnystudio.com/listener for privacy information.

In this episode we dive into the exciting world of speech technology with Ricardo Herreros-Symons, Chief Strategy Officer at Speechmatics.We discuss:• The Evolution of Speech Technology: Ricardo noted, “In the last decade, it has absolutely transformed... We are interacting with speech technology everywhere.” This shift is evident in everyday applications, from subtitles on TV to voice-activated assistants.• Market Potential: He highlighted the burgeoning market for speech technology, particularly in healthcare. “Across Europe, it's probably going to be a market of somewhere in the region of 3 to 5 billion hours of audio,” indicating a massive opportunity for growth in transcribing doctor-patient interactions.• Ethical Considerations: Addressing concerns about bias and accountability, Ricardo stated, “We put an awful lot of effort into making sure that the engines we produce are incredibly unbiased.” This commitment to ethical AI is crucial as the technology becomes more prevalent.• Innovative Products: Speechmatics is not just about speech-to-text; they are also venturing into text-to-speech technology. This innovation could revolutionise how businesses communicate globally.•Generalist vs. Specialist: Ricardo shared his thoughts on career trajectories in tech, suggesting that “it is so important to be a bit of a generalist in what you do.” This perspective is particularly relevant in a rapidly evolving landscape where adaptability is key.Produced by Cambridge TV Hosted on Acast. See acast.com/privacy for more information.

From local arenas in France to driving global strategy at the NBA, Steve Nuss has carved out a career at the intersection of sport, media, and innovation. In this episode, hosted by LaSource's Chief Strategy Officer and Partner JB Alliot, we sit down with Steve, Director, International Content Partnerships at the NBA, to trace his path from SIG Strasbourg and the FIA to overseeing the league's partnerships and media rights across Europe and the Middle East. Through stories of market expansion, digital transformation and deal negotiations, Steve explains how the NBA harnesses performance data and audience insights to create richer fan experiences and lasting partnerships. We dive into how he approaches diverse territories, the evolving role of technology in shaping media distribution strategies, and the challenges of balancing storytelling with business outcomes. Tune in to discover: How early experiences in basketball and motorsport shaped Steve's global outlook. The strategy behind building the NBA´s media footprint across Europe and MENAWhy merging performance analytics with commercial objectives matters for growthHow the NBA leads in direct-to-consumer innovation and digital fan engagement The qualities future sports executives will need in a rapidly changing landscapeWhether you´re curious about sports business, fascinated by digital transformation, or eager to understand the media strategies of a global brand, this episode offers a front-row view into the NBA´s vision for the future. We hope you enjoy it! Hosted by Ausha. See ausha.co/privacy-policy for more information.

Der Wandel ist allgegenwärtig – und mit ihm verändern sich auch die Anforderungen an erfolgreiche Markenstrategien. Stefanie Kuhnhen, Chief Strategy Officer bei Serviceplan und Markenstrategin mit drei Jahrzehnten Erfahrung, nimmt uns mit auf eine Reise durch die Transformation der Markenwelt.Während viele Unternehmen heute ausschließlich auf digitale Daten setzen, plädiert Kuhnhen für ein "Back to the Roots" – zurück zu direkten Begegnungen mit Menschen, weg von der reinen Analyse digitaler Stimmen. Gleichzeitig betont sie die Notwendigkeit, Marken communityorientierter aufzubauen und mehr auf Erlebnisse zu setzen. An konkreten Beispielen wie Rügenwalder zeigt sie, wie moderne Markenführung funktioniert: nicht durch aufgesetzte Hochglanz-Kampagnen, sondern durch echte Zusammenarbeit mit Communities.Besonders spannend sind ihre Ausführungen zu den großen Treibern unserer Zeit: In einer Welt voller KI-generierter Inhalte wird Vertrauen zur wichtigsten Währung. Nachhaltigkeit entwickelt sich vom Nice-to-have zum zentralen Innovationsmotor. Und die politische Dimension von Marken gewinnt an Bedeutung – Unternehmen werden zu "demokratischen Räumen", die gesellschaftliche Verantwortung übernehmen müssen.Aus ihrem reichen Erfahrungsschatz teilt Kuhnhen persönliche Erfolgsmomente wie die Transformation von Edeka und spricht offen über die Herausforderung, langfristigen Markenaufbau mit kurzfristigen Zielen zu vereinbaren. Ihr wichtigster Rat: Nur wer bereit ist, ins persönliche Risiko zu gehen, kann wirklich Herausragendes schaffen. Für alle, die eine Marke aufbauen oder weiterentwickeln wollen, bietet dieses Gespräch wertvolle Einblicke und konkrete Handlungsimpulse.Stefanie Kuhnhen ist Markenstrategin mit großer Leidenschaft für die Zukunft. Sie ist überzeugt, dass Marken gerade in diesen existenziellen Zeiten zu Leading Brands werden müssen, indem sie das notwendige Neue mutig gestalten: eine nachhaltige und inklusive Wirtschaft voranzutreiben, gehört maßgeblich mit dazu. Kuhnhen sieht hierbei die Bedeutung von Marken zentral, da durch die Digitalisierung Marken und UnterneWir freuen uns über Dein Feedback.Möchtest auch Du mit Deinen vorhandenen Potenzialen, Fähigkeiten und Kenntnissen Deine unverwechselbare Marke im Fashion- und Lifestyle-Segment aufbauen? Ich helfe Dir gerne bei der Gründung Deiner eigenen Marke, und biete Dir meine Erfahrungen, meine Plattform, und den Zugang zu meinem exklusiven Netzwerk.TRIFF JETZT DEINE ENTSCHEIDUNG und vereinbare Dein kostenfreies Vorgespräch auf www.womeninfashion.de/mentoring

Ed speaks with Nathan Blecharczyk, Chief Strategy Officer and co-founder of Airbnb. They discuss the pros and cons of starting a business with your friends, the moment he realized the business would be a success, and how he learned to turn a crisis into an opportunity.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brian Rudick, Chief Strategy Officer of Upexi, joined me to discuss the company's Solana treasury strategy and why he believes SOL is the next major treasury asset.Topics:- Why Upexi chose Solana for its Treasury Asset - Digital Asset Treasury trend, lifespan, and risks - Are DATs operating as Banks? - Why Crypto versus other assets for Treasury - Solana Staking and DeFi Show Sponsor -

What happens when you reach the pinnacle of a successful architecture career and realize you're no longer working toward the next thing? This week, we are joined by Laura Sachtleben, a leader who spent two decades in practice, rising to Vice President and Global Sector Leader at Stantec, before making the courageous decision to step away and redefine her path.Laura shares her journey from knowing she wanted to be an architect in the sixth grade to building an impressive, 20-year career within a single firm that evolved from a small studio to a global powerhouse. She describes the gradual realization that, despite her success, the role that once energized her was no longer providing personal growth. This led her to take an intentional six-month sabbatical to reflect, explore, and "design her life".The conversation delves into the practical steps Laura took during her break, from reading and journaling to having candid conversations with colleagues who had forged different paths. This period of discovery led her to her current role as Chief Strategy Officer at Landscape Forms, a company whose values around design, culture, and sustainability aligned perfectly with her own. Laura offers invaluable advice for anyone contemplating a career change, emphasizing the importance of embracing discomfort as a catalyst for growth."A successful career has to be one linear path - that's what I was taught in school. And the reality is that's not the path for everyone. And then there may be a next phase to your career. And then there could be a phase after that." - Laura Flannery SachtlebenThis episode concludes with the understanding that Laura's story is not about leaving architecture behind, but about evolving her relationship with it. She discusses how her architectural skillset translates directly to her new strategic role and how she continues to be a passionate advocate and mentor for the profession, proving that you can have a profound impact from both inside and outside of traditional practice.Guest:Laura Flannery Sachtleben is the Chief Strategy Officer for Landscape Forms, a company dedicated to creating beautiful and sustainable outdoor furnishings. Before joining Landscape Forms, she spent two decades in architectural practice, where she rose to become Vice President and Global Sector Leader for Education, Science and Technology at Stantec. A passionate lifelong learner and mentor, Laura continues to advocate for the profession through her involvement with the AIA and by guiding architects at all stages of their careers.Is This Episode for You?This episode is for you if:✅ You are an established professional feeling like you've hit a plateau in your career. ✅ You are contemplating a major career change but don't know where or how to start. ✅ You want practical advice on how to take a reflective and productive career break.✅ You are curious about how the skills of an architect translate to leadership roles in adjacent industries. ✅ You are looking for mentorship advice for navigating the different stages of a career in architecture and beyond.

DATs aren't done. They may just be getting started.  In this episode, CoinFund's Chris Perkins and Upexi's Brian Rudick join Ram Ahluwalia and Steven Ehrlich to dissect why some DATs could outcompete ETFs for certain investors, the bullish accretion math behind premiums, and what makes a winning vehicle. We also dig into whether this is altcoin season or a head fake, why Galaxy's tokenized-share move matters, and the one market unlock Perkins says could change everything. Use this episode to pressure-test your assumptions: are DATs “just banks,” or the best product-market-fit crypto has found for TradFi capital? Thank you to our sponsor ⁠Xapo Bank⁠! Xapo offers Bitcoin-backed loans of up to $1 million, so eligible members can access liquidity without selling their BTC.  Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Guests: Christopher Perkins, Managing Partner and President of CoinFund Brian Rudick, Chief Strategy Officer at Upexi Links: DATs: How Crypto Treasury Companies Are Turning to DeFi and TradFi to Juice Yields How Michael Saylor Plans to Ensure Strategy Keeps Its Bitcoin Forever These 4 Crypto Treasury Companies Are Primed for a Price Crash Crypto Treasury Companies Are All the Rage. Could They Cause an Industry Collapse? Tokenization: Federal Reserve to hold conference discussing crypto stablecoins, tokenization, and AI GLXY tokenized stock Ondo Finance launched over 100 tokenized U.S. stocks and ETFs on Ethereum CZ-owned Trust Wallet launches tokenized stocks and ETFs Timestamps:

“To win your people's hearts and minds, you have to have a compelling vision or proposition to offer them.”   This is a special episode only available to our podcast subscribers, which we call The Mini Chief. These are short, sharp highlights from our fabulous CEO guests, where you get a 5 to 10 minute snapshot from their full episode. This Mini Chief episode features George Hunt, Former CIO of the Year. His full episode is titled Winning hearts and minds, technology as a strategy, and the little things of leadership. You can find the full audio and show notes here:

This week on the pod, we welcome Bobby Coppola, Chief Strategy Officer and Bryant Gauthier, Vice President of Legal Technology at PLUSnxt. Bobby shares how his path from big law to legal tech shaped his focus on client service and strategy, while Bryant returns to the show to talk about what drew him to PLUSnxt after his time at Celerity.We break down what sets PLUSnxt apart in the crowded eDiscovery space, from helping clients separate hype from reality to focusing on innovation that actually makes life easier for corporations and law firms. The conversation turns to artificial intelligence in document review, obviously, where Bobby and Bryant highlight where adoption is real, where skepticism remains, and how GenAI is shifting client expectations. They also weigh in on whether the future lies in best-of-breed solutions or all-in-one platforms, sharing why no one really wants to manage a “franken-stack.” To wrap up, Bobby and Bryant share their takeaways from ILTACON and what trends they see shaping the next phase of legal tech.Along the way, the group reminisces about the dot-com era, old chat rooms (ASL anyone?), answering machines, fax machines, the Movie Phone guy, and even the “Callin' Oates” hotline. Definitely check this one out!At the intersection of law, business, and technology, Bobby Coppola  is focused on delivering industry leading legal technology and services to achieve the best outcome for his clients. He leverages his unique skill set based on his big law background and decades long-experience in the eDiscovery space to solve business and legal problems for companies and law firms globally. As Chief Strategy Officer at PLUSnxt, he is focused on the development of the company's short- and long-term strategy from both an operational and growth perspective. The underpinning of his approach to client relationships is a fanatical focus on client service and a vision of always putting himself in his client's position when developing a strategic plan for success.Bryant Gauthier is Vice President of Legal Technology at PLUSnxt, where he advises law firms and corporate counsel on building efficient eDiscovery programs. With more than 20 years of experience, he helps clients leverage technology, processes, and analytics to reduce costs and manage risk across the EDRM. He has led the launch of eDiscovery departments using advanced tools such as CAL, TAR, AI, text-to-audio search, and image recognition to streamline document review and investigations. His background includes leadership roles at Huron Consulting, Skadden Arps, Buckley Sandler, Finnegan Henderson, and Xerox.  Bryant supports legal teams in litigation, investigations, and regulatory matters, including SEC, DOJ, and CFPB inquiries, across industries such as banking, energy, healthcare, intellectual property, and technology. His expertise covers data identification, analysis, governance, privacy, and cross-border matters. PLUSnxt is a legal technology and services provider that helps law firms and corporations manage complex eDiscovery challenges with a focus on practical innovation and client service. They emphasizes building solutions that cut through the noise of legal tech hype, offering tools and expertise that actually improve how legal teams review, analyze, and manage data. PLUSnxt brings a mix of deep technical knowledge and real-world legal experience to its clients. Their approach combines advanced technologies such as AI and analytics with a clear understanding of business and legal priorities, making them a trusted partner for organizations navigating litigation, investigations, and regulatory matters.

Ondo Finance is at the forefront of the real-world asset (RWA) revolution, bringing traditional financial products like U.S. treasuries, stocks, and ETFs onto blockchain rails. In this episode of the Defiant Podcast, Ian De Bode, Chief Strategy Officer at Ondo Finance, dives into democratizing access to financial markets for a global audience. By tokenizing assets, Ondo enables 24/7 mobility, seamless DeFi integration, and enhanced investor protections, all while addressing the inefficiencies of traditional finance.Ian also shares insights into Ondo's upcoming tokenized equities launch, their innovative approach to liquidity and pricing, and the broader implications of regulatory clarity for the RWA space. With a mission to create open, global financial rails, Ondo is not just building products but laying the foundation for the future of finance.Chapters00:00 - Introduction to the DefiantPodcast01:30 - Welcoming Ian, Chief Strategy Officer at Ondo Finance01:55 - What is Ondo Finance?02:22 - Tokenizing Treasuries, Stocks, and ETFs03:12 - Solving Accessibility and Mobility in Finance04:50 - The Evolution of Ondo's Tokenized Assets: OUSD and USDY07:04 - Comparing Ondo's Products to Competitors Like BlackRock12:26 - Growth of Tokenized Treasuries and Regulatory Milestones20:26 - Ondo's Plans for Tokenized Equities28:24 - Challenges and Opportunities in Tokenized Stocks33:02 - Ondo's Layer 1 Blockchain and DeFi Integration38:52 - The Future of Real-World Assets on Chain44:13 - Ondo's Long-Term Vision for Global Finance

Transforming breakthrough research into a sustainable company is never simple — especially in hard tech. In this episode recorded in December 2024, Zero Emission Industries CEO/founder Dr. Joseph Pratt and Chief Strategy Officer John Motlow share what it takes to move hydrogen power systems from the lab to the marketplace. We talk about raising money in tough conditions, why government grants can be both a blessing and a constraint, and how to build teams that thrive under pressure. Along the way, they offer candid lessons on funding, hiring, and navigating timelines that rarely go as planned. RUNTIME 51:52   EPISODE BREAKDOWN (2:11) “ I knew the path on how to solve it and knew that there was demand for it, and took the jump out of the national lab to start the company.” (6:36) “ I didn't jump into this with a big network of investors.” (8:57) How ZEI produced the world's first commercial fuel cell ferry. (10:56) Why the company's first hire was a Chief Strategy Officer. (12:53) John Motlow says he wanted to join ZEI “because it was incredibly risky.” (17:06) Crafting ZEI's GTM strategy for the FCV Vanguard, a hydrogen-powered, high-performance speedboat. (21:55) Is ZEI a transportation company, or a clean tech startup? (24:20) When it comes to deep tech, customer requirements are wayfinders for PMF. (29:47) “Government funding and their insights is sort of half the picture.” (35:30) “ To be clear, we talked to a lot of investors who did not agree with our TAM.” (39:09) Why they overindexed on hiring employees who have a background in motorsports. (42:19) Joe's advice for building specialized teams in a competitive market. (47:38) “ Don't slot someone in there and then forget about it: Where are their strengths?” (49:27) What's next for ZEI? LINKS Zero Emission Industries Dr. Joseph Pratt John Moslow FCV Vanguard — Live Demo (YouTube) ZEI Raises $8.75 Million in Series A Funding SUBSCRIBE

Are brands prepared for a consumer base that's simultaneously more confident and more cautious? Agility requires not just reacting to current consumer behavior but anticipating the shifts to come. It also requires a deep understanding of the nuances within different consumer segments, particularly as generational behaviors diverge. Today, we're going to talk about the evolving landscape of consumer confidence, especially among Gen Z and Millennials, and what this means for brands navigating the current market. To help me discuss this topic, I'd like to welcome, Eric Miao, Chief Strategy Officer at Attentive. About Eric Miao Eric Miao on LinkedIn: https://www.linkedin.com/in/eric-miao-62313b9/ Resources Attentive: https://www.attentive.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

DAT mania meets market reality. Tom Lee becomes the face of ETH as BitMine amasses 1.5% of supply and mNAV premiums start to collapse. We break down Japan's MetaPlanet tax arbitrage, SharpLink's buyback tactics, and the coming wave of DAT M&A. Plus: Robinhood launches tokenized stocks in Europe using Arbitrum, the WFE fires a warning shot, and Stylus lets fintech devs go Rust-first onchain. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Arbitrum's AJ Warner (Chief Strategy Officer at Offchain Labs) joins to unpack the rise (and potential fall) of Digital Asset Treasuries (DATs), as Tom Lee emerges as Ethereum's public face and BitMine amasses 1.5% of ETH. We dive into the collapse of mNAV premiums, Japan's MetaPlanet tax arbitrage, and the looming consolidation of subscale DATs. Plus: Robinhood launches tokenized stocks in the EU on Arbitrum, AJ shares the roadmap for Robinhood Chain, and we debate whether token wrappers, buybacks, and DAT M&A mark the next era of crypto capital markets. Show highlights

Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Luigi D'Onorio DeMeo, Chief Strategy Officer of Ava Labs. Listen in as they discuss Avalanche's evolution since its inception, enterprise blockchain preferences between L1s versus L2s, the rapid growth of Avalanche's tokenized real-world asset ecosystem, how stablecoins are acting as a Trojan horse for tokenization, some of the most exciting yet overlooked onchain use cases to watch, the future of stablecoins at scale as institutions and fintechs launch and integrate them into their businesses, a crypto market outlook reviewing recent trends and looking ahead to the year to come, and more.

Travillian Next host Amber Buker, Chief Strategy Officer at Travillian, sits down with David Robinson, Director of Fintech and Embedded Banking at Academy Bank, to uncover how a family-owned community bank became one of the fastest movers in embedded banking.From record-breaking onboarding with Treasury Prime to building a fintech partner profile that balances growth with risk, David shares practical lessons for banks and fintechs alike. Whether you're exploring embedded partnerships or looking to scale responsibly, this conversation delivers real takeaways for fintech leaders.00:21 | Academy Bank's Fintech Story02:00 | Standing Up the Embedded Banking Practice03:20 | API Infrastructure & Agility03:53 | Decision-Making at a Family-Owned Bank05:17 | Building a Partner Profile07:01 | Close Collaboration with Fintech Partners07:56 | Deal Flow & Market Reality09:39 | Applying a Bank's Risk Lens to Fintech11:41 | Advice for Other Banks Entering Embedded Banking12:59 | Vertical Opportunities & Future Focus14:02 | White-Label & Investment Potential15:32 | Lessons from Year One16:55 | Where to Connect with Academy Bank

Nathan Blecharczyk, co-founder of Airbnb, built his first software business as a teenager, earning nearly a million dollars before shutting it down to attend Harvard. Years later, Nathan and his roommates turned an air mattress idea into Airbnb, facing investor rejection, financial hardship, and moments when quitting seemed inevitable. From creating satirical cereal boxes to joining Y Combinator after a near-failed interview, Nathan's story is one of perseverance and resilience. He shares how Airbnb overcame early struggles, scaled globally, and survived COVID-19 to go public successfully. Nathan Blecharczyk is the co-founder and Chief Strategy Officer of Airbnb, where he helped grow the platform from a spare air mattress idea to a $75 billion global travel company. According to Forbes, he is one of the richest people in the world, with a net worth of $9 billion. In this episode, Ilana and Nathan will discuss: (00:00) Introduction (01:36) Building a Software Business as a Teen (05:28) Harvard, First Job, and the Decision to Move West (11:58) The Birth of AirBed & Breakfast (15:07) Landing Their  First Guests and Gaining Early Validation (18:03) Investor Rejection and the Obama O's Cereal Stunt (30:45) Applying to Y Combinator and Getting In (36:29) Finding Evangelists and Meeting Hosts in New York (42:34) From $200 a Week to $4,200: Airbnb's First Growth Curve (44:59) Global Expansion, Competitors, and Building Teams Abroad (52:22) The 2020 Crisis: COVID, Collapse, and Reinvention (59:21) The Future of Travel  Nathan Blecharczyk is the co-founder and Chief Strategy Officer of Airbnb, where he helped grow the platform from a spare air mattress idea to a $75 billion global travel company. A Harvard graduate and self-taught programmer, Nathan has been instrumental in Airbnb's international expansion and strategy, navigating challenges from investor rejection to the COVID-19 crisis. According to Forbes, he is one of the richest people in the world, with a net worth of $9 billion. Connect with Nathan: Nathan's LinkedIn: ⁠https://www.linkedin.com/in/blecharczyk⁠ Airbnb's Website: ⁠https://www.airbnb.com⁠ Resources Mentioned: Y Combinator: ⁠https://www.ycombinator.com⁠ Only the Paranoid Survive by Andy Grove: ⁠https://www.amazon.com/Only-Paranoid-Survive-Exploit-Challenge/dp/0385483821⁠ Leap Academy: Ready to make the LEAP in your career? There is a NEW WAY for professionals to fast-track their careers and leap to bigger opportunities. Reserve your 24-HOUR PASS today at ⁠https://webinar.leapacademy.com/24hr-pass1

When Wesley Portegies left the pharmaceutical world to work in automotive, he didn't expect it to lead him back, but it did. Armed with a new perspective, he returned with a mission, disrupt how pharma companies communicate with doctors.In this episode, Wesley shares how he co-founded MedComms Experts with no outside funding, no traditional sales team and still built a multi-million dollar agency. He reveals how they landed their first client (Baxter), grew through inbound leads and referrals, and structured the business so sales happens through trust, not tactics.Bio: "Wesley is an entrepreneur who founded his first company at 19 and has built multiple successful businesses, with over 15 years' experience in the medical industry. In 2012, he launched MedComms Experts in Zurich, later expanding to the US, now employing 50+ professionals. An MBA graduate and active MAPS contributor, Wesley is a strategic, innovative leader recognized for building strong teams and driving industry innovation, and currently serves as Chief Strategy Officer at MedComms Experts."

At this year's Retina Innovation Summit, industry experts and leaders gathered in a two-part discussion on investment trends, regulatory environment and FDA changes, emerging therapies in ophthalmology, and more. Panelists include: Laura Feinleib, Managing Director at Redmile Group; Derrick Li, Chief Strategy Officer at ODC Life Sciences; Cameron Taylor, Managing Director at BofA Securities | Life Sciences; Wayne Caulder, Vice President & General Manager of Surgical (U.S. & Canada) at Bausch + Lomb; Paul Hallen, Vice President & Distinguished Fellow at Alcon; Nida Sen, MD, VP, Ophthalmology Strategy & Development Head at Sanofi; and Julian Smith, General Manager Portfolio Commercial Strategy - Eye Care at AbbVie.In this panel learn about:

Dan is joined by Ben Packman, Chief Strategy Officer of PQShield. Ben leads global expansion through sales and partner growth across multiple vertical markets, alongside taking a lead role in briefing both government and the supply chain on the quantum threat. He has 30 years of experience in technology, health, media, and telecom,… Read More

Send us a textContent Warning: loss of parent, grief, mention of loss of child/siblingAbout This EpisodeDr. Denise Brown shares how choosing herself shaped her journey to physician and CEO, beginning with a bold residency transfer and losing her mother at 25. She challenges the myth of “linear womanhood,” opens up about leaving a toxic job, and redefines success around courage, authenticity, and prioritization. Drawing on her book The Fairy God Doctor's Guide to a Good Life, Denise offers wisdom on letting go of balance, enforcing what matters most, and making bold choices that align with your deepest values, reminding us that “bold is choosing you.” About Denise BrownWith over three decades of experience in healthcare as a physician, CEO and Chief Strategy Officer, Denise S. Brown, MD is a transformative leader who helps women in business learn how to prioritize and avoid maternal overwhelm. A thought leader in self-care activities for women, she brings her expertise to books for successful women. A graduate of The University of Chicago's Pritzker School of Medicine, with training at Stanford and Vanderbilt, she lives with Alex, her childhood sweetheart of 28 years, and their sons Will and Hank. Additional ResourcesInstagram: @thefairygoddoctorLinkedIn: @DeniseSBrownMDSupport the show-------- Stay Connected www.leighburgess.com Watch the episodes on YouTube Follow Leigh on Instagram: @theleighaburgess Follow Leigh on LinkedIn: @LeighBurgess Sign up for Leigh's bold newsletter

Theresa Payton, former White House Chief Information Officer and Founder and CEO of Fortalice Solutions, joins host Paul John Spaulding in this special episode alongside Melissa O'Leary, Partner and the Chief Strategy Officer at Fortalice, and Bridget O'Connor, Partner and Chief Operating Officer at Fortalice, to discuss the company's background and the work they are doing, as well as some of their favorite Cybercrime Magazine Podcast episodes, and each of their roles as women in cybersecurity. • For more on cybersecurity, visit us at https://cybersecurityventures.com

In this episode of Elevate Care, host Liz Cunningham sits down with Patrick Hemstreet, Senior Director of Strategy at AMN Healthcare, to tackle the pressing issue of the physician shortage crisis. Together, they explore the evolving role of locum tenens in healthcare staffing, the impact of workforce technology and VMS systems, and how advancements in AI and automation are reshaping the industry. From the challenges of credentialing to the opportunities for younger physicians, this episode dives deep into the strategies and innovations needed to address the growing demand for healthcare professionals.Chapters00:00 - Understanding the Physician Shortage Crisis02:56 - The Role of Locum Tenens in Healthcare Staffing05:51 - Workforce Technology and VMS in Healthcare09:03 - The Future of Locum Tenens and Physician Staffing11:55 - Leveraging Technology for Efficient Staffing14:45 - Navigating Challenges in Locum Tenens Management17:51 - The Impact of AI and Data on Healthcare Staffing20:50 - Trends and Innovations in Physician ShortagesResourcesChoosing a Flexible Workforce Technology for Your OrganizationRevolutionize Your Locums Staffing with ShiftWise Flex About Patrick HemstreetPatrick Hemstreet is a distinguished healthcare executive with over 20 years of leadership experience, currently serving as Senior Director of Strategy at AMN Healthcare, a leader in innovative talent solutions for healthcare organizations. Patrick is known for his technology expertise. Patrick has driven innovations around cutting-edge solutions, including AI applications, Vendor Management Systems (VMS), and workforce optimization platforms. He leads multiple market intelligence programs at  AMN.  Patrick has held various positions as a healthcare executive including Chief Strategy Officer and President.  Patrick was involved in the envisioning and building of early gen healthcare SaaS platforms that provided telehealth, EHR, and billing throughput functionalities. Patrick holds an MBA from Texas Tech University, multiple healthcare certifications (including the certification in intraoperative neurophysiologic monitoring), and is a published sci-fi author and former U.S. Navy member. Sponsors: Learn how AMN Healthcare's workforce flexibility technology helps health systems cut costs and improve efficiency. Click here to explore the case study and discover smarter ways to manage your resources!Discover how WorkWise is redefining workforce management for healthcare. Visit workwise.amnhealthcare.com to learn more.About The Show: Elevate Care delves into the latest trends, thinking, and best practices shaping the landscape of healthcare. From total talent management to solutions and strategies to expand the reach of care, we discuss methods to enable high quality, flexible workforce and care delivery. We will discuss the latest advancements in technology, the impact of emerging models and settings, physical and virtual, and address strategies to identify and obtain an optimal workforce mix. Tune in to gain valuable insights from thought leaders focused on improving healthcare quality, workforce well-being, and patient outcomes. Learn more about the show here. Connect with Our Hosts:Kerry on LinkedInNishan on LinkedInLiz on LinkedIn Find Us On:WebsiteYouTubeSpotifyAppleInstagramLinkedInXFacebook Powered by AMN Healthcare

Stablecoins are no longer on the sidelines — they're stepping into the core of global finance.In this episode of Couchonomics with Arjun, we're joined by Dante Disparte, Chief Strategy Officer & Head of Global Policy at Circle, for his second appearance on the show. Speaking from Washington, DC, Dante brings a timely perspective on how digital finance is evolving — and why it matters now more than ever.We unpack:- Stablecoins as real financial infrastructure for payments, remittances, and cross-border flows- How smart regulation acts as a catalyst for trust, adoption, and institutional capital- CBDCs and tokenisation — separating hype from substance, and where they'll truly reshape markets and inclusion- Why MENA is emerging as a global hub for digital assets, with the UAE leading from the frontIf you want to understand how money itself is being rebuilt — not just the apps we use, but the foundations beneath the system — this conversation with Dante is essential listening.

In this episode, we explore why tokenized stocks could be the next trillion-dollar wave, and possibly an even bigger breakthrough than stablecoins. Jay sits down with Ian De Bode, Chief Strategy Officer at Ondo Finance, to uncover the explosive potential behind putting traditional equities like $AAPL and $TSLA onchain. From liquidity challenges and global investor access to DeFi-native trading of U.S. stocks, we're talking about how crypto is not just replacing money, it's coming for Wall Street.~~~~~

Send us a textMarcie Williams started her Multifamily career in leasing. She was the CEO of RKW for 10 years before she sold the company. She is now the CSO at The Bainbridge Companies.I'm Moshe Crane connect with me on LinkedIn. My day job is the VP of Branding and Strategic Initiatives at Sage Ventures. Check out my newsletter Curious Deal.Sage Ventures is a commercial real estate firm based in Baltimore, MD. The company buys and operates multifamily rental properties. The company also builds and develops homes that we sell.

Ian De Bode is the Chief Strategy Officer at Ondo Finance. In this conversation we talk about why we need tokenization, advantage of being on-chain, stablecoins vs cash, how people will make money, regulation, biggest risks, and should equities be trading 24/7?===================== Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It's officially the rise of the retail investor. On September 12th in NYC, I'm hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We're bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.

Nonprofits, your “10 blue links” era is over. In this episode, Avinash Kaushik (Human-Made Machine; Occam's Razor) breaks down Answer Engine Optimization—why LLMs now decide who gets seen, why third-party chatter outweighs your own site, and what to do about it. We get tactical: build AI-resistant content (genuine novelty + depth), go multimodal (text, video, audio), and stamp everything with real attribution so bots can't regurgitate you into sludge. We also cover measurement that isn't delusional—group your AEO referrals, expect fewer visits but higher intent, and stop worshiping last-click and vanity metrics. Avinash updates the 10/90 rule for the AI age (invest in people, plus “synthetic interns”), and torpedoes linear funnels in favor of See-Think-Do-Care anchored in intent. If you want a blunt, practical playbook for staying visible—and actually converting—when answers beat searches, this is it. About Avinash Avinash Kaushik is a leading voice in marketing analytics—the author of Web Analytics: An Hour a Day and Web Analytics 2.0, publisher of the Marketing Analytics Intersect newsletter, and longtime writer of the Occam's Razor blog. He leads strategy at Human Made Machine, advises Tapestry on brand strategy/marketing transformation, and previously served as Google's Digital Marketing Evangelist. Uniquely, he donates 100% of his book royalties and paid newsletter revenue to charity (civil rights, early childhood education, UN OCHA; previously Smile Train and Doctors Without Borders). He also co-founded Market Motive. Resource Links Avinash Kaushik — Occam's Razor (site/home) Occam's Razor by Avinash Kaushik Marketing Analytics Intersect (newsletter sign-up) Occam's Razor by Avinash Kaushik AEO series starter: “AI Age Marketing: Bye SEO, Hello AEO!” Occam's Razor by Avinash Kaushik See-Think-Do-Care (framework explainer) Occam's Razor by Avinash Kaushik Books: Web Analytics: An Hour a Day | Web Analytics 2.0 (author pages) Occam's Razor by Avinash Kaushik+1 Human Made Machine (creative pre-testing) — Home | About | Products humanmademachine.com+2humanmademachine.com+2 Tapestry (Coach, Kate Spade) (company site) Tapestry Tools mentioned (AEO measurement): Trakkr (AI visibility / prompts / sentiment) Trakkr Evertune (AI Brand Index & monitoring) evertune.ai GA4 how-tos (for your AEO channel + attribution): Custom Channel Groups (create an “AEO” channel) Google Help Attribution Paths report (multi-touch view) Google Help Nonprofit vetting (Avinash's donation diligence): Charity Navigator (ratings) Charity Navigator Google for Nonprofits — Gemini & NotebookLM (AI access) Announcement / overview | Workspace AI for nonprofits blog.googleGoogle Help Example NGO Avinash supports: EMERGENCY (Italy) EMERGENCY Transcript Avinash Kaushik: [00:00:00] So traffic's gonna go down. So if you're a business, you're a nonprofit, how. Do you deal with the fact that you're gonna lose a lot of traffic that you get from a search engine? Today, when all of humanity moves to the answer Engine W world, only about two or 3% of the people are doing it. It's growing very rapidly. Um, and so the art of answer engine optimization is making sure that we are building for these LMS and not getting stuck with only solving for Google with the old SEO techniques. Some of them still work, but you need to learn a lot of new stuff because on average, organic traffic will drop between 16 to 64% negative and paid search traffic will drop between five to 30% negative. And that is a huge challenge. And the reason you should start with AEO now ​ George Weiner: [00:01:00] This week's guest, Avinash Kaushik is an absolute hero of mine because of his amazing, uh, work in the field of web analytics. And also, more importantly, I'd say education. Avinash Kaushik, , digital marketing evangelist at Google for Google Analytics. He spent 16 years there. He basically is. In the room where it happened, when the underlying ability to understand what's going on on our websites was was created. More importantly, I think for me, you know, he joined us on episode 45 back in 2016, and he still is, I believe, on the cutting edge of what's about to happen with AEO and the death of SEO. I wanna unpack that 'cause we kind of fly through terms [00:02:00] before we get into this podcast interview AEO. Answer engine optimization. It's this world of saying, alright, how do we create content that can't just be, , regurgitated by bots, , wholesale taken. And it's a big shift from SEO search engine optimization. This classic work of creating content for Google to give us 10 blue links for people to click on that behavior is changing. And when. We go through a period of change. I always wanna look at primary sources. The people that, , are likely to know the most and do the most. And he operates in the for-profit world. But make no mistake, he cares deeply about nonprofits. His expertise, , has frankly been tested, proven and reproven. So I pay attention when he says things like, SEO is going away, and AEO is here to stay. So I give you Avan Kashic. I'm beyond excited that he has come back. He was on our 45th episode and now we are well over our 450th episode. So, , who knows what'll happen next time we talk to him. [00:03:00] This week on the podcast, we have Avinash Kaushik. He is currently the chief strategy officer at Human Made Machine, but actually returning guest after many, many years, and I know him because he basically introduced me to Google Analytics, wrote the literal book on it, and also helped, by the way. No big deal. Literally birth Google Analytics for everyone. During his time at Google, I could spend the entire podcast talking about, uh, the amazing amounts that you have contributed to, uh, marketing and analytics. But I'd rather just real quick, uh, how are you doing and how would you describe your, uh, your role right now? Avinash Kaushik: Oh, thank you. So it's very excited to be back. Um, look forward to the discussion today. I do, I do several things concurrently, of course. I, I, I am an author and I write this weekly newsletter on marketing and analytics. Um, I am the Chief Strategy Officer at Human Made Machine, a company [00:04:00] that obsesses about helping brands win before they spend by doing creative pretesting. And then I also do, uh, uh, consulting at Tapestry, which owns Coach and Kate Spades. And my work focuses on brand strategy and marketing transformation globally. George Weiner: , Amazing. And of course, Occam's Razor. The, the, yes, the blog, which is incredible. I happen to be a, uh, a subscriber. You know, I often think of you in the nonprofit landscape, even though you operate, um, across many different brands, because personally, you also actually donate all of your proceeds from your books, from your blog, from your subscription. You are donating all of that, um, because that's just who you are and what you do. So I also look at you as like team nonprofit, though. Avinash Kaushik: You're very kind. No, no, I, I, yeah. All the proceeds from both of my books and now my newsletter, premium newsletter. It's about $200,000 a year, uh, donated to nonprofits, and a hundred [00:05:00] percent of the revenue is donated nonprofit, uh, nonprofits. And, and for me, it, it's been ai. Then I have to figure out. Which ones, and so I research nonprofits and I look up their cha charity navigators, and I follow up with the people and I check in on the works while, while don't work at a nonprofit, but as a customer of nonprofits, if you will. I, I keep sort of very close tabs on the amazing work that these charities do around the world. So feel very close to the people that you work with very closely. George Weiner: So recently I got an all caps subject line from you. Well, not from you talking about this new acronym that was coming to destroy the world, I think is what you, no, AEO. Can you help us understand what answer engine optimization is? Avinash Kaushik: Yes, of course. Of course. We all are very excited about ai. Obviously you, you, you would've to live in. Some backwaters not to be excited about it. And we know [00:06:00] that, um, at the very edge, lots of people are using large language models, chat, GPT, Claude, Gemini, et cetera, et cetera, in the world. And, and increasingly over the last year, what you have begun to notice is that instead of using a traditional search engine like Google or using the old Google interface with the 10 blue links, et cetera. People are beginning to use these lms. They just go to chat, GPT to get the answer that they want. And the one big difference in this, this behavior is I actually have on September 8th, I have a keynote here in New York and I have to be in Shanghai the next day. That is physically impossible because it, it just, the time it takes to travel. But that's my thing. So today, if I wanted to figure out what is the fastest way. On September 8th, I can leave New York and get to Shanghai. I would go to Google flights. I would put in the destinations. It will come back with a crap load of data. Then I poke and prod and sort and filter, and I have to figure out which flight is right for that. For this need I have. [00:07:00] So that is the old search engine world. I'm doing all the work, hunting and pecking, drilling down, visiting websites, et cetera, et cetera. Instead, actually what I did is I went to charge GBT 'cause I, I have a plus I, I'm a paying member of charge GBT and I said to charge GBTI have to do a keynote between four and five o'clock on September 8th in New York and I have to be in Shanghai as fast as I possibly can be After my keynote, can you find me the best flight? And I just typed in those two sentences. He came back and said, this Korean airline website flight is the best one for you. You will not get to your destination on time until, unless you take a private jet flight for $300,000. There is your best option. They're gonna get to Shanghai on, uh, September 10th at 10 o'clock in the morning if you follow these steps. And so what happened there? I didn't have to hunt and pack and dig and go to 15 websites to find the answer I wanted. The engine found the [00:08:00] answer I wanted at the end and did all the work for me that you are seeing from searching, clicking, clicking, clicking, clicking, clicking to just having somebody get you. The final answer is what I call the, the, the underlying change in consumer behavior that makes answer engine so exciting. Obviously, it creates a challenge for us because what happened between those two things, George is. I didn't have to visit many websites. So traffic is going down, obviously, and these interfaces at the moment don't have paid search links for now. They will come, they will come, but they don't at the moment. So traffic's gonna go down. So if you're a business, you're a nonprofit, how. Do you deal with the fact that you're gonna lose a lot of traffic that you get from a search engine? Today, when all of humanity moves to the answer Engine W world, only about two or 3% of the people are doing it. It's growing very rapidly. Um, and so the art of answer engine optimization [00:09:00] is making sure that we are building for these LMS and not getting stuck with only solving for Google with the old SEO techniques. Some of them still work, but you need to learn a lot of new stuff because on average, organic traffic will drop between 16 to 64% negative and paid search traffic will drop between five to 30% negative. And that is a huge challenge. And the reason you should start with AEO now George Weiner: that you know. Is a window large enough to drive a metaphorical data bus through? And I think talk to your data doctor results may vary. You are absolutely right. We have been seeing this with our nonprofit clients, with our own traffic that yes, basically staying even is the new growth. Yeah. But I want to sort of talk about the secondary implications of an AI that has ripped and gripped [00:10:00] my website's content. Then added whatever, whatever other flavors of my brand and information out there, and is then advising somebody or talking about my brand. Can you maybe unwrap that a little bit more? What are the secondary impacts of frankly, uh, an AI answering what is the best international aid organization I should donate to? Yes. As you just said, you do Avinash Kaushik: exactly. No, no, no. This such a, such a wonderful question. It gets to the crux. What used to influence Google, by the way, Google also has an answer engine called Gemini. So I just, when I say Google, I'm referring to the current Google that most people use with four paid links and 10 SEO links. So when I say Google, I'm referring to that one. But Google also has an answer engine. I, I don't want anybody saying Google does is not getting into the answer engine business. It is. So Google is very much influenced by content George that you create. I call it one P content, [00:11:00] first party content. Your website, your mobile app, your YouTube channel, your Facebook page, your, your, your, your, and it sprinkles on some amount of third party content. Some websites might have reviews about you like Yelp, some websites might have PR releases about you light some third party content. Between search engine and engines. Answer Engines seem to overvalue third party content. My for one p content, my website, my mobile app, my YouTube channel. My, my, my, everything actually is going down in influence while on Google it's pretty high. So as here you do SEO, you're, you're good, good ranking traffic. But these LLMs are using many, many, many, literally tens of thousands more sources. To understand who you are, who you are as a nonprofit, and it's [00:12:00] using everybody's videos, everybody's Reddit posts, everybody's Facebook things, and tens of thousands of more people who write blogs and all kinds of stuff in order to understand who you are as a nonprofit, what services you offer, how good you are, where you're falling short, all those negative reviews or positive reviews, it's all creepy influence. Has gone through the roof, P has come down, which is why it has become very, very important for us to build a new content strategy to figure out how we can influence these LMS about who we are. Because the scary thing is at this early stage in answer engines, someone else is telling the LLMs who you are instead of you. A more, and that's, it feels a little scary. It feels as scary as a as as a brand. It feels very scary as I'm a chief strategy officer, human made machine. It feels scary for HMM. It feels scary for coach. [00:13:00] It's scary for everybody, uh, which is why you really urgently need to get a handle on your content strategy. George Weiner: Yeah, I mean, what you just described, if it doesn't give you like anxiety, just stop right now. Just replay what we just did. And that is the second order effects. And you know, one of my concerns, you mentioned it early on, is that sort of traditional SEO, we've been playing the 10 Blue Link game for so long, and I'm worried that. Because of the changes right now, roughly what 20% of a, uh, search is AI overview, that number's not gonna go down. You're mentioning third party stuff. All of Instagram back to 2020, just quietly got tossed into the soup of your AI brand footprint, as we call it. Talk to me about. There's a nonprofit listening to this right now, and then probably if they're smart, other organizations, what is coming in the next year? They're sitting down to write the same style of, you know, [00:14:00] ai, SEO, optimized content, right? They have their content calendar. If you could have like that, I'm sitting, you're sitting in the room with them. What are you telling that classic content strategy team right now that's about to embark on 2026? Avinash Kaushik: Yes. So actually I, I published this newsletter just last night, and this is like the, the fourth in my AEO series, uh, newsletter, talks about how to create your content portfolio strategy. Because in the past we were like, we've got a product pages, you know, the equivalent of our, our product pages. We've got some, some, uh, charitable stories on our website and uh, so on and so forth. And that's good. That's basic. You need to do the basics. The interesting thing is you need to do so much more both on first party. So for example, one of the first things to appreciate is LMS or answer engines are far more influenced by multimodal content. So what does that mean? Text plus [00:15:00] video plus audio. Video and audio were also helpful in Google. And remember when I say Google, I'm referring to the old linky linking Google, not Gemini. But now video has ton more influence. So if you're creating a content strategy for next year, you should say many. Actually, lemme do one at a time. Text. You have to figure out more types of things. Authoritative Q and as. Very educational deep content around your charity's efforts. Lots of text. Third. Any seasonality, trends and patterns that happen in your charity that make a difference? I support a school in, in Nepal and, and during the winter they have very different kind of needs than they do during the summer. And so I bumped into this because I was searching about something seasonality related. This particular school for Tibetan children popped up in Nepal, and it's that content they wrote around winter and winter struggles and coats and all this stuff. I'm like. [00:16:00] It popped up in the answer engine and I'm like, okay. I research a bit more. They have good stories about it, and I'm supporting them q and a. Very, very important. Testimonials. Very, very important interviews. Very, very important. Super, super duper important with both the givers and the recipients, supporters of your nonprofit, but also the recipient recipients of very few nonprofits actually interview the people who support them. George Weiner: Like, why not like donors or be like, Hey, why did you support us? What was the, were the two things that moved you from Aware to care? Avinash Kaushik: Like for, for the i I Support Emergency, which is a Italian nonprofit like Ms. Frontiers and I would go on their website and speak a fiercely about why I absolutely love the work they do. Content, yeah. So first is text, then video. You gotta figure out how to use video a lot more. And most nonprofits are not agile in being able to use video. And the third [00:17:00] thing that I think will be a little bit of a struggle is to figure out how to use audio. 'cause audio also plays a very influential role. So for as you are planning your uh, uh, content calendar for the next year. Have the word multimodal. I'm sorry, it's profoundly unsexy, but put multimodal at the top, underneath it, say text, then say video, then audio, and start to fill those holes in. And if those people need ideas and example of how to use audio, they should just call you George. You are the king of podcasting and you can absolutely give them better advice than I could around how nonprofits could use audio. But the one big thing you have to think about is multimodality for next year George Weiner: that you know, is incredibly powerful. Underlying that, there's this nuance that I really want to make sure that we understand, which is the fact that the type of content is uniquely different. It's not like there's a hunger organization listening right now. It's not 10 facts about hunger during the winter. [00:18:00] Uh, days of being able to be an information resource that would then bring people in and then bring them down your, you know, your path. It's game over. If not now, soon. Absolutely. So how you are creating things that AI can't create and that's why you, according to whom, is what I like to think about. Like, you're gonna say something, you're gonna write something according to whom? Is it the CEO? Is it the stakeholder? Is it the donor? And if you can put a attribution there, suddenly the AI can't just lift and shift it. It has to take that as a block and be like, no, it was attributed here. This is the organization. Is that about right? Or like first, first party data, right? Avinash Kaushik: I'll, I'll add one more, one more. Uh, I'll give a proper definition. So, the fir i I made 11 recommendations last night in the newsletter. The very first one is focus on creating AI resistant content. So what, what does that mean? AI resistant means, uh, any one of us from nonprofits could [00:19:00] open chat, GPT type in a few queries and chat. GD PT can write our next nonprofit newsletter. It could write the next page for our donation. It could create the damn page for our donation, right? Remember, AI can create way more content than you can, but if you can use AI to create content, 67 million other nonprofits are doing the same thing. So what you have to do is figure out how to build AI resistant content, and my definition is very simple. George, what is AI resistance? It's content of genuine novelty. So to tie back to your recommendation, your CEO of a nonprofit that you just recommended, the attribution to George. Your CEO has a unique voice, a unique experience. The AI hasn't learned what makes your CEO your frontline staff solving problems. You are a person who went and gave a speech at the United Nations on behalf of your nonprofit. Whatever you are [00:20:00] doing is very special, and what you have to figure out is how to get out of the AI slop. You have to get out of all the things that AI can automatically type. Figure out if your content meets this very simple, standard, genuine novelty and depth 'cause it's the one thing AI isn't good at. That's how you rank higher. And not only will will it, will it rank you, but to make another point you made, George, it's gonna just lift, blanc it out there and attribute credit to you. Boom. But if you're not genuine, novelty and depth. Thousand other nonprofits are using AI to generate text and video. Could George Weiner: you just, could you just quit whatever you're doing and start a school instead? I seriously can't say it enough that your point about AI slop is terrifying me because I see it. We've built an AI tool and the subtle lesson here is that think about how quickly this AI was able to output that newsletter. Generic old school blog post and if this tool can do it, which [00:21:00] by the way is built on your local data set, we have the rag, which doesn't pause for a second and realize if this AI can make it, some other AI is going to be able to reproduce it. So how are you bringing the human back into this? And it's a style of writing and a style of strategic thinking that please just start a school and like help every single college kid leaving that just GPT their way through a degree. Didn't freaking get, Avinash Kaushik: so it's very, very important to make sure. Content is of genuine novelty and depth because it cannot be replicated by the ai. And by the way, this, by the way, George, it sounds really high, but honestly to, to use your point, if you're a CEO of a nonprofit, you are in it for something that speaks to you. You're in it. Because ai, I mean nonprofit is not your path to becoming the next Bill Gates, you're doing it because you just have this hair. Whoa, spoiler alert. No, I'm sorry. [00:22:00] Maybe, maybe that is. I, I didn't, I didn't mean any negative emotion there, but No, I love it. It's all, it's like a, it's like a sense of passion you are bringing. There's something that speaks to you. Just put that on paper, put that on video, put that on audio, because that is what makes you unique. And the collection of those stories of genuine depth and novelty will make your nonprofit unique and stand out when people are looking for answers. George Weiner: So I have to point to the next elephant in the room here, which is measurement. Yes. Yes. Right now, somebody is talking about human made machine. Someone's talking about whole whale. Someone's talking about your nonprofit having a discussion in an answer engine somewhere. Yes. And I have no idea. How do I go about understanding measurement in this new game? Avinash Kaushik: I have. I have two recommendations. For nonprofits, I would recommend a tool called Tracker ai, TRA, KKR [00:23:00] ai, and it has a free version, that's why I'm recommending it. Some of the many of these tools are paid tools, but with Tracker, do ai. It allows you to identify your website, URL, et cetera, et cetera, and it'll give you some really wonderful and fantastic, helpful report It. Tracker helps you understand prompt tracking, which is what are other people writing about you when they're seeking? You? Think of this, George, as your old webmaster tools. What keywords are people using to search? Except you can get the prompts that people are using to get a more robust understanding. It also monitors your brand's visibility. How often are you showing up and how often is your competitor showing up, et cetera, et cetera. And then he does that across multiple search engines. So you can say, oh, I'm actually pretty strong in OpenAI for some reason, and I'm not that strong in Gemini. Or, you know what, I have like the highest rating in cloud, but I don't have it in OpenAI. And this begins to help you understand where your current content strategy is working and where it is not [00:24:00] working. So that's your brand visibility. And the third thing that you get from Tracker is active sentiment tracking. This is the scary part because remember, you and I were both worried about what other people saying about us. So this, this are very helpful that we can go out and see what it is. What is the sentiment around our nonprofit that is coming across in, um, in these lms? So Tracker ai, it have a free and a paid version. So I would, I would recommend using it for these three purposes. If, if you have funding to invest in a tool. Then there's a tool called Ever Tool, E-V-E-R-T-U-N-E Ever. Tune is a paid tool. It's extremely sophisticated and robust, and they do brand monitoring, site audit, content strategy, consumer preference report, ai, brand index, just the. Step and breadth of metrics that they provide is quite extensive, but, but it is a paid tool. It does cost money. It's not actually crazy expensive, but uh, I know I have worked with them before, so full disclosure [00:25:00] and having evaluated lots of different tools, I have sort of settled on those two. If it's a enterprise type client I'm working with, then I'll use Evert Tune if I am working with a nonprofit or some of my personal stuff. I'll use Tracker AI because it's good enough for a person that is, uh, smaller in size and revenue, et cetera. So those two tools, so we have new metrics coming, uh, from these tools. They help us understand the kind of things we use webmaster tools for in the past. Then your other thing you will want to track very, very closely is using Google Analytics or some other tool on your website. You are able to currently track your, uh, organic traffic and if you're taking advantage of paid ads, uh, through a grant program on Google, which, uh, provides free paid search credits to nonprofits. Then you're tracking your page search traffic to continue to track that track trends, patterns over time. But now you will begin to see in your referrals report, in your referrals report, you're gonna begin to seeing open [00:26:00] ai. You're gonna begin to see these new answer engines. And while you don't know the keywords that are sending this traffic and so on and so forth, it is important to keep track of the traffic because of two important reasons. One, one, you want to know how to highly prioritize. AEO. That's one reason. But the other reason I found George is syn is so freaking hard to rank in an answer engine. When people do come to my websites from Answer engine, the businesses I work with that is very high intent person, they tend to be very, very valuable because they gave the answer engine a very complex question to answer the answers. Engine said you. The right answer for it. So when I show up, I'm ready to buy, I'm ready to donate. I'm ready to do the action that I was looking for. So the percent of people who are coming from answer engines to your nonprofit carry significantly higher intention, and coming from Google, who also carry [00:27:00] intent. But this man, you stood out in an answer engine, you're a gift from God. Person coming thinks you're very important and is likely to engage in some sort of business with you. So I, even if it's like a hundred people, I care a lot about those a hundred people, even if it's not 10,000 at the moment. Does that make sense George? George Weiner: It does, and I think, I'm glad you pointed to, you know, the, the good old Google Analytics. I'm like, it has to be a way, and I, I think. I gave maximum effort to this problem inside of Google Analytics, and I'm still frustrated that search console is not showing me, and it's just blending it all together into one big soup. But. I want you to poke a hole in this thinking or say yes or no. You can create an AI channel, an AEO channel cluster together, and we have a guide on that cluster together. All of those types of referral traffic, as you mentioned, right from there. I actually know thanks to CloudFlare, the ratios of the amount of scrapes versus the actual clicks sent [00:28:00] for roughly 20, 30% of. Traffic globally. So is it fair to say I could assume like a 2% clickthrough or a 1% clickthrough, or even worse in some cases based on that referral and then reverse engineer, basically divide those clicks by the clickthrough rate and essentially get a rough share of voice metric on that platform? Yeah. Avinash Kaushik: So, so for, um, kind of, kind of at the moment, the problem is that unlike Google giving us some decent amount of data through webmaster tools. None of these LLMs are giving us any data. As a business owner, none of them are giving us any data. So we're relying on third parties like Tracker. We're relying on third parties like Evert Tune. You understand? How often are we showing up so we could get a damn click through, right? Right. We don't quite have that for now. So the AI Brand Index in Evert Tune comes the closest. Giving you some information we could use in the, so your thinking is absolutely right. Your recommendation is ly, right? Even if you can just get the number of clicks, even if you're tracking them very [00:29:00] carefully, it's very important. Please do exactly what you said. Make the channel, it's really important. But don't, don't read too much into the click-through rate bits, because we're missing the. We're missing a very important piece of information. Now remember when Google first came out, we didn't have tons of data. Um, and that's okay. These LLMs Pro probably will realize over time if they get into the advertising business that it's nice to give data out to other people, and so we might get more data. Until then, we are relying on these third parties that are hacking these tools to find us some data. So we can use it to understand, uh, some of the things we readily understand about keywords and things today related to Google. So we, we sadly don't have as much visibility today as we would like to have. George Weiner: Yeah. We really don't. Alright. I have, have a segment that I just invented. Just for you called Avanade's War Corner. And in Avanade's War Corner, I noticed that you go to war on various concepts, which I love because it brings energy and attention to [00:30:00] frankly data and finding answers in there. So if you'll humor me in our war corner, I wanna to go through some, some classic, classic avan. Um, all right, so can you talk to me a little bit about vanity metrics, because I think they are in play. Every day. Avinash Kaushik: Absolutely. No, no, no. Across the board, I think in whatever we do. So, so actually I'll, I'll, I'll do three. You know, so there's vanity metrics, activity metrics and outcome metrics. So basically everything goes into these three buckets essentially. So vanity metrics are, are the ones that are very easy to find, but them moving up and down has nothing to do with the number of donations you're gonna get as a nonprofit. They're just there to ease our ego. So, for example. Let's say we are a nonprofit and we run some display ads, so measure the number of impressions that were delivered for our display ad. That's a vanity metric. It doesn't tell you anything. You could have billions of impressions. You could have 10 impressions, doesn't matter, but it is easily [00:31:00] available. The count is easily available, so we report it. Now, what matters? What matters are, did anybody engage with the ad? What were the percent of people who hovered on the ad? What were the number of people who clicked on the ad activity metrics? Activity metrics are a little more useful than vanity metrics, but what does it matter for you as a non nonprofit? The number of donations you received in the last 24 hours. That's an outcome metric. Vanity activity outcome. Focus on activity to diagnose how well our campaigns or efforts are doing in marketing. Focus on outcomes to understand if we're gonna stay in business or not. Sorry, dramatic. The vanity metrics. Chasing is just like good for ego. Number of likes is a very famous one. The number of followers on a social paia, a very famous one. Number of emails sent is another favorite one. There's like a whole host of vanity metrics that are very easy to get. I cannot emphasize this enough, but when you unpack and or do meta-analysis of [00:32:00] relationship between vanity metrics and outcomes, there's a relationship between them. So we always advise people that. Start by looking at activity metrics to help you understand the user's behavior, and then move to understanding outcome metrics because they are the reason you'll thrive. You will get more donations or you will figure out what are the things that drive more donations. Otherwise, what you end up doing is saying. If I post provocative stuff on Facebook, I get more likes. Is that what you really wanna be doing? But if your nonprofit says, get me more likes, pretty soon, there's like a naked person on Facebook that gets a lot of likes, but it's corrupting. Yeah. So I would go with cute George Weiner: cat, I would say, you know, you, you get the generic cute cat. But yeah, same idea. The Internet's built on cats Avinash Kaushik: and yes, so, so that's why I, I actively recommend people stay away from vanity metrics. George Weiner: Yeah. Next up in War Corner, the last click [00:33:00] fallacy, right? The overweighting of this last moment of purchase, or as you'd maybe say in the do column of the See, think, do care. Avinash Kaushik: Yes. George Weiner: Yes. Avinash Kaushik: So when the, when the, when we all started to get Google Analytics, we got Adobe Analytics web trends, remember them, we all wanted to know like what drove the conversion. Mm-hmm. I got this donation for a hundred dollars. I got a donation for a hundred thousand dollars. What drove the conversion. And so what lo logically people would just say is, oh, where did this person come from? And I say, oh, the person came from Google. Google drove this conversion. Yeah, his last click analysis just before the conversion. Where did the person come from? Let's give them credit. But the reality is it turns out that if you look at consumer behavior, you look at days to donation, visits to donation. Those are two metrics available in Google. It turns out that people visit multiple times before [00:34:00] they make a donation. They may have come through email, their interest might have been triggered through your email. Then they suddenly remembered, oh yeah, yeah, I wanted to go to the nonprofit and donate something. This is Google, you. And then Google helps them find you and they come through. Now, who do you give credit Email or the Google, right? And what if you came 5, 7, 8, 10 times? So the last click fallacy is that it doesn't allow you to see the full consumer journey. It gives credit to whoever was the last person who sent you this, who introduced this person to your website. And so very soon we move to looking at what we call MTI, Multi-Touch Attribution, which is a free solution built into Google. So you just go to your multichannel funnel reports and it will help you understand that. One, uh, 150 people came from email. Then they came from Google. Then there was a gap of nine days, and they came back from Facebook and then they [00:35:00] converted. And what is happening is you're beginning to understand the consumer journey. If you understand the consumer journey better, we can come with better marketing. Otherwise, you would've said, oh, close shop. We don't need as many marketing people. We'll just buy ads on Google. We'll just do SEO. We're done. Oh, now you realize there's a more complex behavior happening in the consumer. They need to solve for email. You solve for Google, you need to solve Facebook. In my hypothetical example, so I, I'm very actively recommend people look at the built-in free MTA reports inside the Google nalytics. Understand the path flow that is happening to drive donations and then undertake activities that are showing up more often in the path, and do fewer of those things that are showing up less in the path. George Weiner: Bring these up because they have been waiting on my mind in the land of AEO. And by the way, we're not done with war. The war corner segment. There's more war there's, but there's more, more than time. But with both of these metrics where AEO, if I'm putting these glasses back on, comes [00:36:00] into play, is. Look, we're saying goodbye to frankly, what was probably somewhat of a vanity metric with regard to organic traffic coming in on that 10 facts about cube cats. You know, like, was that really how we were like hanging our hat at night, being like. Job done. I think there's very much that in play. And then I'm a little concerned that we just told everyone to go create an AEO channel on their Google Analytics and they're gonna come in here. Avinash told me that those people are buyers. They're immediately gonna come and buy, and why aren't they converting? What is going on here? Can you actually maybe couch that last click with the AI channel inbound? Like should I expect that to be like 10 x the amount of conversions? Avinash Kaushik: All we can say is it's, it's going to be people with high intention. And so with the businesses that I'm working with, what we are finding is that the conversion rates are higher. Mm. This game is too early to establish any kind of sense of if anybody has standards for AEO, they're smoking crack. Like the [00:37:00] game is simply too early. So what we I'm noticing is that in some cases, if the average conversion rate is two point half percent, the AEO traffic is converting at three, three point half. In two or three cases, it's converting at six, seven and a half. But there is not enough stability in the data. All of this is new. There's not enough stability in the data to say, Hey, definitely you can expect it to be double or 10% more or 50% more. We, we have no idea this early stage of the game, but, but George, if we were doing this again in a year, year and a half, I think we'll have a lot more data and we'll be able to come up with some kind of standards for, for now, what's important to understand is, first thing is you're not gonna rank in an answer engine. You just won't. If you do rank in an answer engine, you fought really hard for it. The person decided, oh my God, I really like this. Just just think of the user behavior and say, this person is really high intent because somehow [00:38:00] you showed up and somehow they found you and came to you. Chances are they're caring. Very high intent. George Weiner: Yeah. They just left a conversation with a super intelligent like entity to come to your freaking 2001 website, HTML CSS rendered silliness. Avinash Kaushik: Whatever it is, it could be the iffiest thing in the world, but they, they found me and they came to you and they decided that in the answer engine, they like you as the answer the most. And, and it took that to get there. And so all, all, all is I'm finding in the data is that they carry higher intent and that that higher intent converts into higher conversion rates, higher donations, as to is it gonna be five 10 x higher? It's unclear at the moment, but remember, the other reason you should care about it is. Every single day. As more people move away from Google search engines to answer engines, you're losing a ton of traffic. If somebody new showing up, treat them with, respect them with love. Treat them with [00:39:00] care because they're very precious. Just lost a hundred. Check the landing George Weiner: pages. 'cause you may be surprised where your front door is when complexity is bringing them to you, and it's not where you spent all of your design effort on the homepage. Spoiler. That's exactly Avinash Kaushik: right. No. Exactly. In fact, uh, the doping deeper into your websites is becoming even more prevalent with answer engines. Mm-hmm. Um, uh, than it used to be with search engines. The search always tried to get you the, the top things. There's still a lot of diversity. Your homepage likely is still only 30% of your traffic. Everybody else is landing on other homepage or as you call them, landing pages. So it's really, really important to look beyond your homepage. I mean, it was true yesterday. It's even truer today. George Weiner: Yeah, my hunch and what I'm starting to see in our data is that it is also much higher on the assisted conversion like it is. Yes. Yes, it is. Like if you have come to us from there, we are going to be seeing you again. That's right. That's right. More likely than others. It over indexes consistently for us there. Avinash Kaushik: [00:40:00] Yes. Again, it ties back to the person has higher intent, so if they didn't convert in that lab first session, their higher intent is gonna bring them back to you. So you are absolutely right about the data that you're seeing. George Weiner: Um, alright. War corner, the 10 90 rule. Can you unpack this and then maybe apply it to somebody who thinks that their like AI strategy is done? 'cause they spend $20 or $200 a month on some tool and then like, call it a day. 'cause they did ai. Avinash Kaushik: Yes, yes. No, it's, it's good. I, I developed it in context of analytics. When I was at my, uh, job at Intuit, I used to, I was at Intuit, senior director for research and analytics. And one of the things I found is people would consistently spend lots of money on tools in that time, web analytics tools, research tools, et cetera. And, uh, so they're spending a contract of a few hundred thousand dollars or hundreds of thousands of dollars, and then they give it to a fresh graduate to find insights. [00:41:00] I was like, wait, wait, wait. So you took this $300,000 thing and gave it to somebody. You're paying $45,000 a year. Who is young in their career, young in their career, and expecting them to make you tons of money using this tool? It's not the tool, it's the human. And so that's why I developed the the 10 90 rule, which is that if you have a, if you have a hundred dollars to invest in making smarter decisions, invest $10 in the tool, $90 in the human. We all have access to so much data, so much complexity. The world is changing so fast that it is the human that is going to figure out how to make sense of these insights rather than the tool magically spewing and understanding your business enough to tell you exactly what to do. So that, that's sort of where the 10 90 rule came from. Now, sort of we are in this, in this, um, this is very good for nonprofits by the way. So we're in this era. Where On the 90 side? No. So the 10, look, don't spend insane money on tools that is just silly. So don't do that. Now the 90, let's talk about the [00:42:00] 90. Up until two years ago, I had to spell all of the 90 on what I now call organic humans. You George Weiner: glasses wearing humans, huh? Avinash Kaushik: The development of LLM means that every single nonprofit in the world has access to roughly a third year bachelor's degree student. Like a really smart intern. For free. For free. In fact, in some instances, for some nonprofits, let's say I I just reading about this nonprofit that is cleaning up plastics in the ocean for this particular nonprofit, they have access to a p HT level environmentalist using the latest Chad GP PT 4.5, like PhD level. So the little caveat I'm beginning to put in the 10 90 rule is on the 90. You give the 90 to the human and for free. Get the human, a very smart Bachelor's student by using LLMs in some instances. Get [00:43:00] for free a very smart TH using the LLMs. So the LLMs have now to be incorporated into your research, into your analysis, into building a next dashboard, into building a next website, into building your next mobile game into whatever the hell you're doing for free. You can get that so you have your organic human. Less the synthetic human for free. Both of those are in the 90 and, and for nonprofit, so, so in my work at at Coach and Kate Spade. I have access now to a couple of interns who do free work for me, well for 20 minor $20 a month because I have to pay for the plus version of G bt. So the intern costs $20 a month, but I have access to this syn synthetic human who can do a whole lot of work for me for $20 a month in my case, but it could also do it for free for you. Don't forget synthetic humans. You no longer have to rely only on the organic humans to do the 90 part. You would be stunned. Upload [00:44:00] your latest, actually take last year's worth of donations, where they came from and all this data from you. Have a spreadsheet lying around. Dump it into chat. GPT, I'll ask it to analyze it. Help you find where most donations came from, and visualize trends to present to board of directors. It will blow your mind how good it is at do it with Gemini. I'm not biased, I'm just seeing chat. GPD 'cause everybody knows it so much Better try it with mistrial a, a small LLM from France. So I, I wanna emphasize that what has changed over the last year is the ability for us to compliment our organic humans with these synthetic entities. Sometimes I say synthetic humans, but you get the point. George Weiner: Yeah. I think, you know, definitely dump that spreadsheet in. Pull out the PII real quick, just, you know, make me feel better as, you know, the, the person who's gonna be promoting this to everybody, but also, you know, sort of. With that. I want to make it clear too, that like actually inside of Gemini, like Google for nonprofits has opened up access to Gemini for free is not a per user, per whatever. You have that [00:45:00] you have notebook, LLM, and these. Are sitting in their backyards for free every day and it's like a user to lose it. 'cause you have a certain amount of intelligence tokens a day. Can you, I just like wanna climb like the tallest tree out here and just start yelling from a high building about this. Make the case of why a nonprofit should be leveraging this free like PhD student that is sitting with their hands underneath their butts, doing nothing for them right now. Avinash Kaushik: No, it is such a shame. By the way, I cannot add to your recommendation in using your Gemini Pro account if it's free, on top of, uh, all the benefits you can get. Gemini Pro also comes with restrictions around their ability to use your data. They won't, uh, their ability to put your data anywhere. Gemini free versus Gemini Pro is a very protected environment. Enterprise version. So more, more security, more privacy, et cetera. That's a great benefit. And by the way, as you said, George, they can get it for free. So, um, the, the, the, the posture you should adopt is what big companies are doing, [00:46:00] which is anytime there is a job to be done, the first question you, you should ask is, can I make the, can an AI do the job? You don't say, oh, let me send it to George. Let me email Simon, let me email Sarah. No, no, no. The first thing that should hit your head is. I do the job because most of the time for, again, remember, third year bachelor's degree, student type, type experience and intelligence, um, AI can do it better than any human. So your instincts to be, let me outsource that kind of work so I can free up George's cycles for the harder problems that the AI cannot solve. And by the way, you can do many things. For example, you got a grant and now Meta allows you to run X number of ads for free. Your first thing, single it. What kind of ad should I create? Go type in your nonprofit, tell it the kind of things you're doing. Tell it. Tell it the donations you want, tell it the size, donation, want. Let it create the first 10 ads for you for free. And then you pick the one you like. And even if you have an internal [00:47:00] designer who makes ads, they'll start with ideas rather than from scratch. It's just one small example. Or you wanna figure out. You know, my email program is stuck. I'm not getting yield rates for donations. The thing I want click the button that called that is called deep research or thinking in the LL. Click one of those two buttons and then say, I'm really struggling. I'm at wits end. I've tried all these things. Write all the detail. Write all the detail about what you've tried and now working. Can you please give me three new ideas that have worked for nonprofits who are working in water conservation? Hmm. This would've taken a human like a few days to do. You'll have an answer in under 90 seconds. I just give two simple use cases where we can use these synthetic entities to send us, do the work for us. So the default posture in nonprofits should be, look, we're resource scrapped anyway. Why not use a free bachelor's degree student, or in some case a free PhD student to do the job, or at least get us started on a job. So just spending 10 [00:48:00] hours on it. We only spend the last two hours. The entity entity does the first date, and that is super attractive. I use it every single day in, in one of my browsers. I have three traps open permanently. I've got Claude, I've got Mistrial, I've got Charge GPT. They are doing jobs for me all day long. Like all day long. They're working for me. $20 each. George Weiner: Yeah, it's an, it, it, it's truly, it's an embarrassment of riches, but also getting back to the, uh, the 10 90 is, it's still sitting there. If you haven't brought that capacity building to the person on how to prompt how to play that game of linguistic tennis with these tools, right. They're still just a hammer on a. Avinash Kaushik: That's exactly right. That's exactly right. Or, or in your case, you, you have access to Gemini for nonprofits. It's a fantastic tool. It's like a really nice card that could take you different places you insist on cycling everywhere. It's, it's okay cycle once in a while for health reasons. Otherwise, just take the car, it's free. George Weiner: Ha, you've [00:49:00] been so generous with your time. Uh, I do have one more quick war. If you, if you have, have a minute, uh, your war on funnels, and maybe this is not. Fully fair. And I am like, I hear you yelling at me every time I'm showing our marketing funnel. And I'm like, yeah, but I also have have a circle over here. Can you, can you unpack your war on funnels and maybe bring us through, see, think, do, care and in the land of ai? Avinash Kaushik: Yeah. Okay. So the marketing funnel is very old. It's been around for a very long time, and once I, I sort of started working at Google, access to lots more consumer research, lots more consumer behavior. Like 20 years ago, I began to understand that there's no such thing as funnel. So what does the funnel say? The funnel says there's a group of people running around the world, they're not aware of your brand. Find them, scream at them, spray and pray advertising at them, make them aware, and then somehow magically find the exact same people again and shut them down the fricking funnel and make them consider your product.[00:50:00] And now that they're considering, find them again, exactly the same people, and then shove them one more time. Move their purchase index and then drag them to your website. The thing is this linearity that there's no evidence in the universe that this linearity exists. For example, uh, I'm going on a, I like long bike rides, um, and I just got thirsty. I picked up the first brand. I could see a water. No awareness, no consideration, no purchase in debt. I just need water. A lot of people will buy your brand because you happen to be the cheapest. I don't give a crap about anything else, right? So, um, uh, uh, the other thing to understand is, uh, one of the brands I adore and have lots of is the brand. Patagonia. I love Patagonia. I, I don't use the word love for I think any other brand. I love Patagonia, right? For Patagonia. I'm always in the awareness stage because I always want these incredible stories that brand ambassadors tell about how they're helping the environment. [00:51:00] I have more Patagonia products than I should have. I'm already customer. I'm always open to new considerations of Patagonia products, new innovations they're bringing, and then once in a while, I'm always in need to buy a Patagonia product. I'm evaluating them. So this idea that the human is in one of these stages and your job is to shove them down, the funnel is just fatally flawed, no evidence for it. Instead, what you want to do is what is Ash's intent at the moment? He would like environmental stories about how we're improving planet earth. Patagonia will say, I wanna make him aware of my environmental stories, but if they only thought of marketing and selling, they wouldn't put me in the awareness because I'm already a customer who buys lots of stuff from already, right? Or sometimes I'm like, oh, I'm, I'm heading over to London next week. Um, I need a thing, jacket. So yeah, consideration show up even though I'm your customer. So this seating do care is a framework that [00:52:00] says, rather than shoving people down things that don't exist and wasting your money, your marketing should be able to discern any human's intent and then be able to respond with a piece of content. Sometimes that piece of content in an is an ad. Sometimes it's a webpage, sometimes it's an email. Sometimes it's a video. Sometimes it's a podcast. This idea of understanding intent is the bedrock on which seat do care is built about, and it creates fully customer-centric marketing. It is harder to do because intent is harder to infer, but if you wanna build a competitive advantage for yourself. Intent is the magic. George Weiner: Well, I think that's a, a great point to, to end on. And again, so generous with, uh, you know, all the work you do and also supporting nonprofits in the many ways that you do. And I'm, uh, always, always watching and seeing what I'm missing when, um, when a new, uh, AKA's Razor and Newsletter come out. So any final sign off [00:53:00] here on how do people find you? How do people help you? Let's hear it. Avinash Kaushik: You can just Google or answer Engine Me. It's, I'm not hard. I hard to find, but if you're a nonprofit, you can sign up for my newsletter, TMAI marketing analytics newsletter. Um, there's a free one and a paid one, so you can just sign up for the free one. It's a newsletter that comes out every five weeks. It's completely free, no strings or anything. And that way I'll be happy to share my stories around better marketing and analytics using the free newsletter for you so you can sign up for that. George Weiner: Brilliant. Well, thank you so much, Avan. And maybe, maybe we'll have to take you up on that offer to talk sometime next year and see, uh, if maybe we're, we're all just sort of, uh, hanging out with synthetic humans nonstop. Thank you so much. It was fun, George. [00:54:00]

If you're curious about what it's really like to navigate a multibillion-dollar acquisition deal during a global pandemic, while under intense scrutiny of the Department of Justice, this episode is for you. Jason Pate, Chief Strategy Officer at Plaid, takes us behind the scenes of Visa's $5 billion bid to acquire Plaid and why it ultimately didn't happen. Jason also explains the massive evolution of Plaid from a linking infrastructure company to a thriving network business powering some of the biggest names in fintech. The conversation delves into the company's pivotal moments, including its recent $575 million fundraising round to solve for employee RSU liquidity. Beyond that, Jason shares lessons from his experience, unpacking the importance of understanding a customer's P&L, breaking down how to build durable fintech revenue streams through diversification, and offering candid insights on negotiation, the future of payments, and making big bets to fix something that isn't broken.—LINKS:Jason Pate on LinkedIn: https://www.linkedin.com/in/jason-pate-50735310/Plaid: https://plaid.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: —TIMESTAMPS:(00:00) Preview and Intro(01:43) Sponsor – Brex | Aleph | RightRev(06:08) Duke and “I Hate Christian Laettner”(07:45) Jason's Product Development Experience and Career Journey(10:38) The Importance of Understanding Your Customer's P&L(12:41) Plaid's Transition From Linking Infrastructure to Network Business(15:23) Sponsor – Navan | Rillet | Pulley(18:55) Building the Plaid Data Network and Ecosystem(25:41) Friction in Payments: Feature Versus Bug(27:46) The Future of Payments: Check-In Versus Checkout(31:21) Negotiations: Less Like Chess, More Like Marco Polo(35:21) Identifying Gives That Aren't Actually Gives(37:10) Plaid's Unsuccessful Acquisition by Visa(40:45) Being Interviewed by the DOJ During the Pandemic(43:49) Plaid's Recent Raise and the Unconventional Reason for It(47:00) Valuations: Fundraises Versus Sales(48:19) Building an Equity Program When Companies Stay Private Longer(50:48) Multi-Product Diversification: The Key to Durable FinTech Revenue(53:07) When & How To Transition From an Infrastructure to a Network Business(59:03) Jason's Philosophy on Ramping Team Members(1:01:04) Lessons From Roger Federer(1:02:52) Long-Ass Lightning Round: A Career Mistake(1:04:03) Advice to Younger Self(1:04:48) A Helpful Tactic for Negotiations—SPONSORS:Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.#Plaid #Fintech #acquisition #fundraise #employeeRSU #BusinessTransition This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

This episode is brought to you by Commerce.Resale has officially moved from the margins to the mainstream. As economic pressures push consumers to seek value and sustainability gains steam, resale marketplaces like ThredUp are poised for massive growth.In this episode of Retail Remix, host Nicole Silberstein sits down with Alon Rotem, Chief Strategy Officer at ThredUp, to discuss the company's impressive recent growth and what it says about the broader retail landscape. They dive into:Why economic headwinds like tariffs and the removal of de minimis have been tailwinds for resale;How ThredUp has finally been able to achieve profitability in the U.S. and what it plans to do with that capital;Why AI advancements are poised to "disproportionately benefit” secondhand retail;Details of the company's forthcoming peer-to-peer offering;PLUS what everyone gets wrong about lawyers. Whether you're a retail exec or a resale-curious consumer, this episode breaks down why the resale model is no longer a trend — it's the future.RELATED LINKSCheck out what ThredUp is up toRelated reading: ThredUp Makes Resale Technology Free for All, Plans New Peer-to-Peer OfferingRelated reading: Tariffs, AI, Social Trends Create ‘Powerful New Pathways' for ResaleRelated reading: ThredUp Nixes Rewards Points as Struggle to ‘Improve Unit Economics' ContinuesExplore more episodes of Retail Remix -----How to Win Customers Across Every ChannelThis guide from BigCommerce brings you expert insights on data, branding, and marketing to help you grow sales across every major channel. Read the Guide.

How To Navigate The Big Federal Budget Cuts On this episode host Adam Turinas and his guests Dan Czech, VP of Insights at KLAS, and his colleague Mark Ewrich, Chief Strategy Officer at Health Launchpad, discuss a “Must-Read” study, “Navigating the Uncertainty of Federal Policy 2025.” Hear about how healthcare organizations are navigating through shifting federal policies without clear direction. The study reveals that 90% of organizations feel they lack the clarity needed to act decisively, and 85% have developed multiple contingency plans to respond to policy changes. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

In a business climate shaped by rapid technological disruption, shifting geopolitical landscapes, and evolving customer expectations, strategy cannot remain static. JD Carter, Chief Strategy Officer at Vasion, believes the key to success lies in constantly aligning vision with execution while adapting to market realities in real time. In this conversation, JD shares how his role involves continuously monitoring external signals such as technology shifts, regulatory changes, and economic pressures, then translating those insights into operational action. We explore his approach to looking beyond the company vision by breaking it down into achievable missions that link long-term goals with day-to-day work across cross-functional teams. A major focus of the discussion is AI readiness and how organisations can move beyond hype to real impact. JD outlines a five-stage process for becoming AI-ready, starting with digitising and centralising documents and data, followed by cleaning and structuring information for use with large language models. He explains how automating repetitive workflows, modernising infrastructure, and ensuring interoperability across systems such as ERP and HR platforms create the foundation for orchestrated automation at scale. Governance and access controls complete the picture, ensuring that AI deployment meets both internal and regulatory standards. We also look at how Vasion balances short-term market needs with a long-term platform vision. JD describes how leveraging the company's market-leading print infrastructure products supports current growth, while investing in R&D drives the development of a multi-product SaaS platform designed to integrate AI across the enterprise. A customer-first mindset shapes every decision, from pricing to product development, with continuous engagement through advisory boards, surveys, and direct conversations ensuring that partner strategies align with customer priorities. To illustrate these principles in action, JD shares how Vasion responded to market demand for system-generated print job support by developing a SaaS-based output automation product. This pivot addressed a gap created by ERP and EMR vendors moving customers to the cloud and positioned Vasion at the start of its multi-product journey. We discuss the signals leaders should watch to keep strategy relevant, including shifts in customer behaviour, the pace of technology adoption, and internal friction that may indicate misalignment. JD likens strategy to a GPS system, with vision as the destination and constant recalibration required to navigate roadblocks and changing conditions. The conversation closes with a focus on embedding strategic agility into company culture. JD explains Vasion's Missions of Aspirational Performance system, which connects corporate values directly to execution by breaking down strategic goals into work that individuals can see contributing to the bigger picture. He also shares his personal three-pronged approach to continuous learning, combining formal education, informal learning, and mentor-driven guidance. This episode offers practical insight for leaders navigating uncertainty, balancing present-day demands with future opportunity, and embedding adaptability into the DNA of their organisations.

In this milestone episode, The Intuitive Customer undergoes a transformation. Colin Shaw announces a step back from the regular hosting role, prompting a fresh chapter in the podcast's evolution. Hosts Colin Shaw and Professor Ryan Hamilton introduce two new expert contributors — Dr. Morgan Ward, a consumer psychologist, and Ben Shaw, a brand strategist — to bring fresh perspectives on customer behavior, brand experience, and the future of CX. Together, the four hosts discuss the state of customer experience today, particularly in light of the stagnant growth in the American Customer Satisfaction Index over the past three decades. They debate metrics versus meaning, the enduring value of physical retail, and the coming wave of non-visual AI-driven brand interactions. The episode sets the stage for a broader, more dynamic take on what it means to truly understand and serve customers in the modern age. Quote of the Episode "We're using metrics that are more relevant to the business than to the person actually experiencing the brand." — Dr. Morgan Ward Key Takeaways Customer satisfaction has plateaued: The American Customer Satisfaction Index has barely moved in 30 years, despite huge investments in CX. This calls into question the effectiveness of current CX strategies. ROI needs to be central: CX professionals must link experience improvements directly to financial returns if they want continued investment. Metrics can be misleading: Overly relying on simplified metrics like NPS can lead organizations astray, especially when they're gamed or don't reflect real consumer emotions. Retail is making a comeback: Resurgence in physical retail's emotional power especially among younger consumers who crave tactile experiences. The future is voice-first: How AI-driven, non-visual brand experiences will redefine customer interaction demanding new forms of design thinking. Dual focus is key: Brands must balance operational improvements today with strategic planning for a fast-approaching future filled with disruptive technologies. Resources Mentioned American Customer Satisfaction Index (ACSI): www.acsi.org — Independent benchmark of customer satisfaction in the U.S. since 1994. About the Hosts: Colin Shaw is a LinkedIn 'Top Voice' with a massive 284,000 followers and 87,000 subscribers to his 'Why Customers Buy' newsletter. Shaw is named one of the world's 'Top 150 Business Influencers' by LinkedIn. His company, Beyond Philosophy LLC, has been selected four times by the Financial Times as a top management consultancy. Shaw is co-host of the top 1.5% podcast 'The Intuitive Customer'—with over 600,000 downloads—and author of eight best-sellers on customer experience, Shaw is a sought-after keynote speaker. Follow Colin on LinkedIn. Ryan Hamilton is a Professor of Marketing at Emory University's Goizueta Business School and co-author of 'The Intuitive Customer' book. An award-winning teacher and researcher in consumer psychology, he has been named one of Poets & Quants' "World's Best 40 B-School Profs Under 40." His research focuses on how brands, prices, and choice architecture influence shopper decision-making, and his findings have been published in top academic journals and covered by major media outlets like The New York Times and CNN. His work highlights how psychology can help firms better understand and serve their customers. Ryan has a new book called “The Growth Dilemma: Managing Your Brand When Different Customers Want Different Things” Harvard Business Press 2025  Follow Ryan on LinkedIn. Ben Shaw Ben Shaw is Chief Strategy Officer at MullenLowe UK, having also led strategy at BBH and worked client-side with fast-growth start-ups Wheely and Unmind. He's passionate about how brands can challenge culture convention and create ideas people want to spend time with, working on brands like Audi, Google and Burger King.  Beyond advertising, Ben champions mental health awareness and rare disease research, drawing on both personal experience and professional curiosity. Follow Ben Shaw Morgan Ward Morgan Ward, Ph.D. is a marketing scholar and former professor at Emory University and Southern Methodist University, with over two decades of expertise in consumer behavior and branding. She's worked with clients ranging from start-ups to global brands, helping them translate behavioral science into strategies that resonate in culture and drive growth. Her academic research explores status, symbolism, and the psychology of consumption, and she has served as an expert witness in federal trademark and trade dress cases. Beyond her academic and consulting work, Morgan is fascinated by how cultural shifts shape what people desire, and how brands can both reflect and influence those desires. Follow Morgan on LinkedIn Subscribe & Follow Apple Podcasts Spotify  

With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor.   This episode was recorded on August 14, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joseph Chalom is Co-CEO at SharpLink and Jason Linehan is Chief Strategy Officer at Consensys.In this episode, we unpack what Joseph refers to as The ETH Opportunity and why SharpLink is all-in with their ETH treasury offering, SBET. From Joseph's background at BlackRock to SharpLink's mission to offer exposure to ETH and ETH yield in the public markets, this conversation explores why Ethereum sits at the center of digital asset adoption and why the moment to accumulate ETH is now. We also discuss The Trustware Report outlining the investment case for ETH, how SharpLink's approach differs from an ETH ETF, and why institutional investors are increasingly drawn to ETH over BTC.------

In this podcast episode, Dr. Jonathan H. Westover talks with Denise Brown about her book, THE FAIRY GOD DOCTOR'S GUIDE TO A GOOD LIFE: A Prescription For The Working Woman. Denise Brown, MD, has over three decades of experience as a physician, CEO, and Chief Strategy Officer. She is a transformation leader who helps women in business learn how to prioritize and avoid stress and burnout. A thought leader in self-care for working women, Brown is a graduate of The University of Chicago's Pritzker School of Medicine, with training at Stanford and Vanderbilt. She resides in Austin, TX with her husband and children. Check out all of the podcasts in the HCI Podcast Network!

Jeff Cellucci, MB2's Chief Strategy Officer — or as we like to call him, our Chief Miscellaneous Officer — talks about the incredible teams he leads (Procurement, Marketing, and Continuing Education) and how initiatives like Cerebro, the Family Foundation, and more recently, Carabelli Club came to life. It's a conversation about how Dr. V, our Founder and CEO, and leadership team, are continuously finding ways to help practices grow, while creating tools that keep our doctor partners connected.  ------------------------------------------------------------------------  Subscribe & Listen: Spotify: https://open.spotify.com/show/69Dz26hgC9D6YqwN8JMDBV Apple Podcast: https://podcasts.apple.com/us/podcast/mb2-underground/id1747349567 ---------------------------------------------------------------------- Follow MB2 Dental on Social: MB2 Dental: mb2dental.com Instagram: instagram.com/mb2dental Facebook: facebook.com/mb2dental YouTube: youtube.com/@mb2dental LinkedIn: linkedin.com/mb2-dental

“The one analogy I use for technology change programs is that we're trying to upgrade an aircraft whilst it's in flight. This allows people to understand the risk profile.”   In this Best of Series episode, we replay a chat we had in 2019 with George Hunt, former CIO of the Year, on winning hearts and minds, technology as a strategy, and the little things of leadership.

For episode 574 of the BlockHash Podcast, host Brandon Zemp is joined by JB (Jeremy Berrington), Chief Strategy Officer for SCRIB3, The leading crypto-native marketing and communications agency while at Permissionless 4. ⏳ Timestamps: 0:00 | Introduction0:32 | Who is Jeremy Berrington?2:35 | What is SCRIB3?4:30 | What PR mistakes do Founders often make?8:10 | Narrative strategy in Web310:56 | New verticals for SCRIB312:29 | RAPID FIRE SESSION