Podcasts about client services

CEO, Rhonda Hiatt has been at Clear for over seven years, where she has focused on growing the retail and shopper offer and delivering retail and shopper strategy for clients including Reckitt Benckiser, Philips, Nautica, and Abbott.Prior to joining Clear, Rhonda was Head of Brand Strategy, Analytics, and Shopper Sciences for Interbrand Design Forum, where she focused specifically on retail and CPG clients.Rhonda previously taught Consumer Behavior in the MBA program as an Adjunct Professor at the University of Dayton. She has been recognized in Design Retail's 40 Under 40 for her contributions to the retail industry and has most recently been honored as one of Consulting Magazine's Top Consultants for Excellence in Client Services. She is also a member of Chief, a private network focused on connecting and supporting women executive leaders.Rhonda likes to spend her free time “experiencing retail” (aka shopping!), drinking wine, and taking vacations with her daughter and husband.

Many nonprofit staff are facing increased stress and multiplying concerns about privacy, security, and vulnerabilities. What should you be tackling first in this new political environment? The takeaways: Most attacks are still financially based: criminals want you to wire money to the wrong account. The good news is that cybersecurity basics that protect you from fraud also protect your organization from politically motivated attacks.Taking action – even modest first steps or reading up on the issues – goes a long way to assuage fears and stress. But when the stress is all around us, it is hard to prioritize the boring, back-office tasks like reviewing your incident response plan or acceptable use policies, or updating your cybersecurity awareness training. Working with an accountability partner can help! To find motivation to carve out the time to gather stakeholders together, remind them that as Jenny says, a trip in an ambulance to the emergency room costs way more than an annual check up. The cost of a breach will likely be a lot more than the time it would take your team to strengthen your security. There are lots of resources available – here on our site we have free resources on basic cybersecurity, anti-doxxing resources, staff training, and governance policies. If you need motivation to start, listen to this podcast and take those first steps.Presenter:Jennifer Huftalen is a 17-year veteran at Community IT and is our Director of Client Services. She speaks daily with clients about their needs and fears and shares her insights in this podcast interview with Carolyn. The good? news is that our fundamental recommendations on foundational cybersecurity still stand, and will protect most nonprofits from most threats, financial or political. More good news? Basic solutions do not have to be expensive, in fact in our experience, most nonprofits worried about cybersecurity need to walk – put fundamentals in place – before they can run – engage vendors in expensive comprehensive testing when an assessment could have already revealed those weaknesses, for less.Bottom line, it feels good to take action, and Community IT has lots of resources on taking your first steps. If you have questions that aren't answered by our downloadable Cybersecurity Playbook or other online resources, schedule time with our Cybersecurity Expert Matthew Eshleman, no strings attached. _______________________________Start a conversation :) Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/ email Carolyn at cwoodard@communityit.com on LinkedIn Thanks for listening.

What does quiet, faithful service look like over 25 years?Anne Ricci has spent decades serving women and families through her work at Guiding Star Wakota, first as a volunteer and now as Director of Client Services. In this episode, she shares how her Catholic faith, motherhood, and commitment to the pro-life mission have shaped her work and touched countless liveLike what you're hearing? Leave us a review, subscribe, and follow us on social media @practicingcatholicshow! Facebook⁠⁠ ⁠Instagram⁠⁠ ⁠YouTube⁠ 

Welcome to episode 140, with Laura Smales, Client Services Director at Creative search marketing agency, Rise At Seven. This episode is going to be particularly interesting if you are a CSD in an agency and curious how another one operates. Here's what we covered in this episode: How Rise at Seven differentiates themselves from other agencies Why Laura and her client service team prioritise solving the client's biggest business challenge and how her team works with their internal craft and strategy team Laura also shares how the agency won over global clients and have extended their global footprint beyond the UK market to Europe and the US A walk through their proprietary AI-driven methodologies and tools they use to help get clients the demand or discoverability they want Laura's practical tips for what makes a superb account manager in this AI-driven world and how to build trust and relationship stickiness with your clients Do reach out to her on LinkedIn, if you're keen to learn more about how Rise At Seven is shaping global agency-client partnerships. And if you're curious about how AI can support account managers not only in retaining clients but also in growing global accounts – don't miss my upcoming live webinar on 10th July 2025. You can register here: https://us02web.zoom.us/meeting/register/HqfuUMsbSDu_qKpnhZhlEg

Don't miss Claire Wyatt, GM Client Services, The Trade Desk, on this episode of The CMO Suite podcast - Presented by MiO Marketplace and Hosted by Sean Halter.

In this episode of the Musicians Creating Prosperity Podcast, Dr. Fabiana Claure reveals a powerful method for transforming your chaotic to-do list into a strategic tool for business growth. If you've ever felt overwhelmed by a never-ending list of tasks and unsure whether you're focusing on what truly matters, this episode will give you a clear path forward. Fabiana shares how to simplify your workload by focusing on the two most critical profit-driving activities—creating and connecting—and introduces a 5-part system to help you take control of every aspect of your business operations. Key Highlights: The Two Profit-Driving Priorities: Why creating visibility and building relationships should always be at the top of your list—and how most musicians get distracted by non-revenue-producing tasks. The Five Core Categories of Business: How to organize your ideas and tasks into five strategic areas: Sales, Marketing, Client Services, Operations, and Finances—so you know exactly what to focus on and when. Taming the Endless To-Do List: Learn how to stop confusing idea capture with execution, and why visibility into your priorities is the first step toward sustainable productivity. Business Rhythms and Seasons: Understand how to structure your week and month around strategic business categories, and why themed workdays can keep you balanced and focused. Delegating and Systemizing Like a Pro: Discover how to move from operator to architect in your business by creating systems, empowering team members, and preparing to scale with ease. Thank you for tuning in to this episode of the Musicians Creating Prosperity Podcast. I hope these insights inspire you to rethink how you manage your time, structure your workflow, and focus on what truly drives your business forward. If you enjoyed this episode, please leave us a review and share it with fellow musicians who are ready to grow with more clarity and intention. Remember, visibility equals profitability—and it all starts with organizing your to-do list.   Get Instant Access to my Free Music Business Freedom Guide musicbusinessfreedom.com   The Musician's Profit Masterclass: Is your music business income able to grow without taking more of your time? If not, this masterclass is for you. Discover the 5 steps to win back your time, increase your income, and make your music business self-sustaining - so you can live your life on your terms! JOIN HERE: www.musiciansprofitmasterclass.com   Musicians Creating Prosperity Live Event: Join Fabiana Claure for the Musicians Creating Prosperity Live Event in South Florida! This unique event will bring together musicians from around the world for an immersive experience focused on building and scaling online music businesses. The event will cover essential topics such as business strategies, marketing, finance, communication skills, and the use of AI, while also emphasizing wellness and lifestyle balance. GET YOUR TICKET HERE: www.musicianscreatingprosperitylive.com   Subscribe To The Musician's Creating Prosperity Podcast: Apple Podcasts | Spotify | YouTube   Book A Call With Dr. Fabiana Claure: Book here   Connect With Dr. Fabiana Claure: Instagram | LinkedIn | Facebook | Facebook Group   About Dr. Fabiana Claure: Fabiana, a concert pianist turned successful entrepreneur, co-founded Superior Academy of Music® in 2011 and managed it remotely with her husband from 2016, driving increased efficiency and profitability. Simultaneously, as Founder and Director of the University of North Texas Music Business and Entrepreneurship Program (2016-2021), she pioneered initiatives aiding musicians in business launches and program recognition. In 2020, she launched her online mentorship program, utilizing the Musician's Profit Umbrella® method to help musicians globally scale their businesses. Transitioning from academia in 2021, she now focuses on coaching, performing, and speaking engagements while assisting musicians in expanding th

Today, we are joined by Elizabeth Lotardo.Elizabeth Lotardo is a consultant, writer, and training creator who helps organizations drive emotional engagement. Her new book, Leading Yourself, is about creating meaning, joy, and opportunities at work, even if your job isn't perfect. You'll learn how to find more meaning in your role, quiet fear or anxiety about the future, and create opportunities that enable you to do your best work. At McLeod & More Inc, I'm the VP of Client Services, working with clients like Salesforce, DraftKings, Hilton, and numerous Berkshire Hathaway organizations. I've designed programs for senior leaders, frontline managers, and entry-level teammates that enable everyone to create more purpose-driven work experiences. She is also the co-author of Selling with Noble Purpose and write for Harvard Business Review.In this episode, we explore the transformative power of self-leadership and how managing the space between your ears becomes the cornerstone of effective leadership. Elizabeth reveals why so many people struggle to find purpose in their work and provides practical strategies for creating meaning even in mundane roles.Key topics include:Why finding purpose in work is challenging The critical difference between passion and purpose Techniques for discovering your ripple effect and understanding your true impactHow to break free from negative purpose cycles The Stockdale Paradox and how to balance optimism with confronting brutal realitiesWhether you're struggling to find meaning in your current role or looking to enhance your self-leadership capabilities, Elizabeth's insights will help you develop the foundational skills needed to lead yourself effectively before attempting to lead others.Elizabeth Lotardo's Book: https://www.amazon.com/Leading-Yourself-Meaning-Opportunities-Already/dp/1394238703 -Website and live online programs: http://ims-online.com Blog: https://blog.ims-online.com/ Podcast: https://ims-online.com/podcasts/ LinkedIn: https://www.linkedin.com/in/charlesgood/ Twitter: https://twitter.com/charlesgood99Chapters:(00:00) Introduction(01:30) Tool: Understanding Why People Struggle to Find Purpose in Work(02:50) Technique: Distinguishing Between Passion and Purpose for Greater Impact(04:25) Tip: Articulating Your Ripple Effect to Understand Work Impact(07:35) Technique: Breaking Free from Lack of Purpose Cycles(09:10) Tip: Shifting Focus from Seeking Purpose to Creating It(13:45) Technique: Adding Support Beams When Changing Core Beliefs(15:10) Tip: Applying the Stockdale Paradox to Daily Leadership Challenges(16:35) Tool: Using 20 Seconds of Insane Courage in Corporate Settings(19:25) Tip: Reframing Change as Growth Opportunity(21:00) Tool: Learning from Failure and Knowing When to Pivot(23:15) Technique: Operating Effectively Despite Uncertainty(24:30) Tip: Choosing Consistency Over Intensity for Goal Achievement(27:25) Tool: Setting Input-Based Goals Instead of Output-Based Promises(31:56) Conclusion#CharlesGood #ElizabethLotardo #TheGoodLeadershipPodcast #SelfLeadership #PurposeAtWork #MindsetManagement #PersonalGrowth #LeadershipDevelopment #ProfessionalDevelopment #WorkplacePurpose #ChangeManagement #ResilienceBuilding #GoalSetting #LeadershipMindset #SelfAwareness #PersonalLeadership #WorkplaceMotivation #CareerDevelopment #LeadershipFoundations #EmotionalIntelligence

While our team is on a quick break, tune in as our co-founder Shane Mason joins the always entertaining Accounting High podcast to talk about the journey of building BKFi.    Shane shares insights on BKFi's team structure and remote work and how we have built a company culture that's ALWAYS focused on how to best serve our clients. He also discusses his and AJ Ayers' new Gemifi software for equity compensation and how they have leveraged marketing partnerships to drive growth. Check out the Accounting High podcast on YouTube. Key Moments: 00:28 Welcome Back Shane and BrooklynFI   09:59 Team Structure and Remote Work   13:04 Client Services and Financial Planning   22:28 The Liquidity Event Podcast   25:36 New Ventures: Gemify Software   34:50 BrooklynFI's Continued Success   35:30 Marketing Strategies and Partnerships   40:26 Investment Strategies and Market Insights 46:41 Final Thoughts and Advice

A new report compiled by DataEQ has placed the City of Tshwane as the best-performing metro in South Africa in terms of public sentiment, while Johannesburg ranked lowest. The Pulse of the People quarterly report shows that Tshwane recorded the least negative sentiment, driven by praise for clean water access, proactive leadership, and visible service improvements such as cleanup campaigns and law enforcement. In contrast, Johannesburg drew the highest level of public dissatisfaction. Jon Gericke spoke to Sarah Lamb, Head of Client Services at DataEQ.

In this episode of Supply Chain Decoded, we sit down with Sean Smith, VP of Product and Client Services at Denim, for a candid look into what it really takes to build meaningful, transparent products in freight fintech. From his early days in management consulting to scaling a dump truck marketplace, Sean shares how he found his way into freight — and why he's here to stay. Sean unpacks how Denim is rewriting the playbook for factoring by eliminating hidden fees, prioritizing transparency, and embedding financial education into every interaction. He shares how his team transforms customer feedback into real product features (often in days, not quarters), why AI is a powerful decision partner at Denim, and what it looks like when engineering, sales, and ops actually speak the same language. Plus: a sneak peek at Denim's Resolution Hub, how carriers can now self-elect QuickPay, and why it's time brokers double down on relationship-building. -- Disclaimer: All views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect the views or positions of Transfix, Inc. or any parent companies or affiliates or the companies with which the participants are affiliated, and may have been previously disseminated by them. The views and opinions expressed in this podcast are based upon information considered reliable, but neither Transfix, Inc. nor its affiliates, nor the companies with which such participants are affiliated, warrant its completeness or accuracy, and it should not be relied upon as such. All such views and opinions are subject to change.

This Episode is Sponsored By: Tibersoft  Data is becoming more and more important to the food-away-from home sector, but the quality of both the data and the people who handle it remain key to success. Tibersoft's Suzanne Cwik joined The Food Institute Podcast to discuss how speed, precision, and efficiency should be the cornerstones of a data management plan.   More About Suzanne Cwik:  Suzanne Cwik, Tibersoft's VP of Commercial and Client Services, brings two decades of experience in the foodservice industry, having held leadership roles across finance, trade strategy, sales planning, and client services in both CPG and SaaS organizations. Known for her disciplined approach, analytical mindset, and unwavering commitment to client success, Suzanne has built a career around driving revenue growth, operational efficiency, and data-driven strategy. She is passionate about helping clients transform complex data into actionable insights and empowering high-performing teams to deliver measurable value. More About Tibersoft:  Tibersoft's industry-leading foodservice optimization performance (FPO) software solutions deliver actionable insights for growth. Tibersoft provides transaction-verified, location-level visibility into foodservice data, allowing manufacturers to make strategic decisions that drive sales and improve profitability. To learn more about this Food Institute Member, please get in touch with Tibersoft at Contact Us - Tibersoft.

May 28, 2025: Deshan Kennedy, Director of Application Development and Analytics at Broward Health, and Casey Post, SVP of Sales & Client Services at 314e discuss their rapid archiving go-live, finishing weeks early. What prompted Broward Health to make the bold decision to extract data directly from their data centers rather than waiting for database copies? The conversation reveals valuable insights into building trust between organizations, managing risk during system transitions, and establishing partnerships that extend beyond single projects. Key Points: 03:24 Challenges and Strategic Decisions 05:05 Communication and Collaboration 09:38 Achieving Early Go-Live 12:33 Managing Live Data and Risk 15:25 Leadership and Team Dynamics 18:43 Future Partnerships and Final Thoughts X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

In this episode, we're joined by Sara Blevins O'Toole, advocate, and Amber Ross Chapman, Director of Client Services at Branches, to demystify what happens when someone calls our 24/7 emergency hotline. We walk through the types of questions that may be asked, the purpose behind them, and most importantly, what callers can expect in terms of safety, confidentiality, and compassionate support.Whether you're calling for yourself or someone you care about, this episode offers insight into the calm, human-centered approach our advocates take to ensure every caller feels heard, safe, and supported.For more information, visit our blog: What to Expect When You Call the Branches Hotline

This episode recorded live at the Becker's 3rd Annual Spring Payer Issues Roundtable features Stuart Langley, SVP, Client Services, Everise & Sadie Rizzuto, Vice President, Enterprise Technology Solution Implementation, Humana. They discuss the power of predictive models, AI, and automation in improving member engagement, reducing friction in claims, and advancing proactive care and provider collaboration.This episode is sponsored by Everise.

So you want to move abroad with your fluffy friend... where do you even get started? Vaccinations, quarantines, flights, cargo... It's enough to make anyone have a meltdown. For many of us, our pets are family, and we're not going to leave them behind. We want to make sure the journey is safe, straightforward, and doesn't cause our pets anxiety. Well... thankfully, I've brought in an expert who knows just about everything there is to know about moving abroad with pets! 

What does it really take to build a franchise brand rooted in excellence, innovation, and world-class customer experience?Clarissa Bradstock, CEO of Any Lab Test Now, shares a combination of strategies to really grow a franchise.It starts with placing franchisees within 1 of 4 quadrants which helps you understand where they are in their business and their mindset. As well as listening to feedback, even when it's tough to hear. And why true franchise success hinges on fostering close relationships, genuine engagement, and encouraging continual improvement through meaningful recognition rather than monetary rewards.Clarissa has served as a Vice President of Client Services, COO, Vice President of Operations and CEO of both private and publicly held organizations. She has extensive experience with healthcare related organizations focused on physicians, insurance carriers, nursing professionals and dental practices.   Clarissa served as COO for Any Test Franchising from 2007 to 2014 and was appointed to the position of CEO in April 2014.  In August 2024 she became a CRESSO Brands board member, the parent company of Any Test Franchising.  Clarissa is involved in the franchise community as Chair Emeritus for the Southeast Franchise Forum, and on the Leadership Committee for the IFA Women Franchise Network, Atlanta Chapter.  In 2021 Clarissa was awarded the Crystal Compass Award for Leadership by the IFA Women's Franchise Committee.So, if you are ready to discover how Clarissa prioritizes customer experience, authentic relationships and meaningful engagement to build franchises then this episode is for you!Connect with ClarissaEmail - cwbradstock@anylabtestnow.comResourcesNavigating Change and Growth in Franchising with Mary Kennedy Thompson - https://www.buzzsprout.com/2369319/episodes/15380562-navigating-change-and-growth-in-franchising-with-mary-kennedy-thompsonBuilding Franchise Success Through a Growth Mindset with Jerry Akers - https://www.buzzsprout.com/2369319/episodes/17039440-building-franchise-success-through-a-growth-mindset-with-jerry-akersEpisode Highlights:Differences between traditional vendor-client relationships and franchisor-franchisee relationshipsThe importance of building long-term, partnership-based relationships with franchiseesBuilding Effective Franchisor-Franchisee RelationshipsCharacteristics of Top-Performing FranchiseesManaging Franchisee Requests and Implementing ChangeMeasuring Franchisee and Employee SatisfactioFranchise Directory - https://www.sba.gov/document/support-sba-franchise-directoryFranchise Registry - https://www.franchiseregistry.com/Current SBA SOP - https://www.sba.gov/document/sop-50-10-lender-development-company-loan-programsConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale

You're not here to survive—you're built to lead. This powerful kickoff to the Built to Lead Series, hosted by Bridgit Norris, My Legal Academy's Director of Client Services, opens with an unfiltered conversation featuring Bridgette Williams, Esq., an award-winning personal injury attorney and owner of BLW Legal Group. With a background that spans from criminal law to managing her own practice, Bridgette turned burnout into a blueprint for sustainable success. She shares how she evolved from juggling every role in her firm to becoming a confident CEO with clear systems, a strong team, and a business that supports her life, not one that controls it.If you've ever questioned whether you can grow your practice and reclaim your time, this episode gives you the strategy and the permission to lead differently. Through real-life wins, hard lessons, and candid truths, you'll see exactly what's possible when women stop apologizing for how they want to lead—and start building a practice that reflects their vision.Want to turn Facebook Ads into signed clients, not just clicks?FREE TRAINING – FB Ads 2025: How Law Firms Can Turn Ads into Signed ClientsJoin Sam Mollaei, Esq. for a live breakdown of the proven Facebook Ads system built for law firm growth. Learn how to attract, qualify, and convert leads—without relying on agencies or guesswork.Date: Wednesday, May 21Time: 1:00 PM ET / 10:00 AM PTJoin live: https://link.mylegalacademy.com/facebook-ads-2025Key Takeaways from Bridgit and Bridgette:1. Find the work balance that protects your energyReaching a burnout point is often the wake-up call to stop doing everything yourself.Focus on building a practice that supports both your well-being and your goals by prioritizing flexibility and clarity in your daily work.2. Let go of control so your firm can growHolding onto every task might feel safe, but it prevents real growth.Identify what you love doing and delegate the rest to free up bandwidth and elevate your leadership.3. Build your practice around how you want to leadYou don't have to follow outdated models of success. Make decisions based on your values, your lifestyle, and what makes you a more effective leader and human.4. Design your CEO role with intention and visionYou can still love the law and lead the business, just not at the expense of your sanity.Step into the CEO seat by hiring for strength, not just cost, and create space for strategic growth.5. Create systems that evolve as you scaleGood systems are essential, but don't be afraid to pivot when something isn't working.Your ability to adapt and refine is what makes your firm resilient and future-ready."You're not able to scale... if you're still trying to be the case manager, the lawyer, the intake specialist, the billing person—all at an A-plus level." — Bridgette WilliamsGet in touch with Bridgette Williams:Website: https://texascrashlawyers.com/LinkedIn: https://www.linkedin.com/in/attorneybridgettewilliams/Instagram:

Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm's client experience. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

In this video, Sandra Johnson, Senior Vice President of Client Services at CliniComp, positions the company's System as a Service (SYaaS) model as a new type of relationship between healthcare organizations and their EHR vendor "making sure you have all the tools, all the services, all device integration, all innovation…provided at no additional cost" she says. Their SYaaS model provides a modern and comprehensive solution that truly alleviates the burden on IT and clinical teams, “it's all about being a trusted partner”.The status quo is no longer acceptable; the market is calling for a New Era of an inclusive, comprehensive & interoperable EHR platform that provides a holistic patient view at a greater value. Regarding the fear of switching EHRs, “it doesn't have to be that way” Johnson emphasizes “our SYaaS can help organizations transition to a new EHR seamlessly”.Learn more about CliniComp: https://clinicomp.com/Health IT Community: https://www.healthcareittoday.com/

Listening to our clients since 1975.All great projects, like your home, begin with a conversation. For four generations, we've been building and remodeling homes for San Diego homeowners.We will guide you every step along the way, offering you options, and then making decisions together. You'll know what you're getting, how much it will cost, and the steps it will take. And if something changes, we'll let you know beforehand.By the time we're done working together, you'll feel like family too. 

Today, we're live with SPI Logistics' Cristine Sills, Navneet Johal, and Shivrani Narayan, who are talking about claims handling, professionalism, fraud prevention, and carrier verification! Guests discuss how the SPI team manages complex claim issues to prevent escalation and safeguard agents from costly errors and potential disputes, uphold SPI's reputation, counter identity theft, and update their due diligence process!   About Cristine Sills, Navneet Johal, and Shivrani Narayan Manager of Client Services, Cristine Sills has been employed at SPI Logistics since January 2003. Cristine started her journey with SPI as an Accounts Receivable Supervisor.  Throughout her tenure, she has acquired diverse skills by cross-training in Accounts Payable, Accounts Receivable, and the Client Care Services department. This comprehensive knowledge has provided her with a unique vantage point on the company's operations, enabling her to contribute to the creation and development of a more integrated learning experience for the employees and independent business owners.  Manager of People and Culture, Navneet Johal has been a part of SPI Logistics since June 2023. In her role, she works collaboratively with her colleagues to ensure the highest level of service delivery to our esteemed agents. Her responsibilities encompass various aspects, including facilitating the smooth integration of new agent offices and their sub-reps, as well as configuring roles within the Salesforce Platform.  Operations Manager, Shivrani Narayan has been a part of SPI Logistics since July 2020. In her role, Shivrani is responsible for providing comprehensive training and support to our agents, particularly in utilizing our internal TMS system and addressing claims and insurance-related inquiries. With her expertise in claims management, Shivrani offers invaluable guidance on carrier vetting, emphasizing key factors to consider and warning signs to be cautious of.    Connect with SPI Phone: 866-744-7774  

Remember when savvy buyers snapped up brand-new, developer-owned inventory at the Olympic Village during receivership and made out like bandits?That rare opportunity may be back...if you know where to look. Vice President, Client Services at Rennie Jack Bernard sits down with Adam & Matt to reveal an opportunity that will bring you back to 2010. Paging Miga & Quatchi! From his unique vantage point working with top developers, Jack shares exclusive intel on today's opportunities and on the direction of the Vancouver real estate market more generally, from developers shockingly turning down density allowances in transit corridors to the rise of the "family investor" as a new buyer class.What community consistently remains underbuilt, creating continuous upward price pressure? Which three specific areas would Jack personally invest in right now? And which unexpected factor does Jack believe is more important than price when it comes to reviving Vancouver's real estate market? You need to hear this conversation!

In this episode of the Astonishing Healthcare podcast, Spencer Kramer, Director, Client Services at Capital Rx, joins us in the studio to discuss an important aspect of plan sponsors' annual reporting requirements: Prescription Drug Data Collection - aka RxDC. We review key dates and where plan fiduciaries can find important data and updates, and Spencer shares his experience working with Capital Rx's clients and some suggestions to a) yield a smooth RxDC submission process and b) make use of the detailed data that plan sponsors are entitled to!As a requirement of the Consolidated Appropriations Act of 2021, RxDC demands detailed annual data submissions by plan issuers, TPAs, and others. Spencer explains the importance of starting early, understanding the data submission components, tackling coordination complexities, and ensuring accuracy. You'll want to be working with a partner here, not "just a vendor." Spencer emphasizes the importance of cooperation and maintaining detailed records to avoid friction and streamline the reporting process.Related ContentAH030 - Plan Sponsors Need a Source of Truth; Get Your Data Now & Find It, with Jeff HoganThe Consolidated Appropriations Act & Prescription Drug Data Collection (RxDC): New Rules & Regulations Equal New ResponsibilitiesAH048 - High-Cost Orphan Drugs, Securing Claims Data, and More, with Dr. Eric BrickerVisit CMS.gov for RxDC-Related Resourceshttps://www.cms.gov/marketplace/about/oversight/other-insurance-protections/prescription-drug-data-collection-rxdcFor more information about Capital Rx and this episode, please visit Capital Rx Insights.

In the second episode of our Legalweek series, Laura and Kevin sit down with Matt Berry and Greg Anderson from QuikData, a company challenging the status quo in the legal tech space. Matt shares QuikData's mission to offer low-cost, on-premise eDiscovery solutions, bucking the industry's shift toward cloud-only platforms. Alongside him, Greg, VP of Product and Client Services, brings his 20+ years of legal tech experience to the conversation, offering insights into how QuikData prioritizes security, affordability, and convenience for corporations and law firms.We learn about their origin story, tracing back to their first venture, Lateral Data, and the development of Viewpoint, an eDiscovery platform ultimately acquired by Xerox. Matt and Greg discuss how those early experiences shaped their vision for QuikData. We also discuss the role of AI in the industry, how it's reshaping workflows, and QuikData's practical approach to leveraging AI to enhance, not replace human decision-making in complex legal processes. This episode delivers a refreshing perspective on innovation, security, and the power of going against the grain.Matt Berry is an attorney, serial entrepreneur, and co-founder of QuikData, a platform rethinking how legal teams manage eDiscovery and secure collaboration. Before QuikData, Matt co-founded Lateral Data, where he and his team developed Viewpoint, an end-to-end eDiscovery solution focused on on-premises and enterprise deployments. Earlier in his career, Matt co-founded Diamed with his wife Simone—a mail delivery medical supply company that served over 30,000 patients nationwide with diabetes testing supplies and related products. A graduate of Rice University, Matt is also a former Division I tennis player and still finds time to stay active on the court. His diverse background across industries informs his thoughtful approach to building tools that solve real-world problems.Greg Anderson serves as the Vice President of Product and Client Services at QuikData. With over twenty years of experience in legal technology, he specializes in the design and application of E-Discovery solutions, enjoying the challenge of problem solving by leveraging both traditional and non-traditional approaches to address complex or unique problems. His background includes key product management roles at Lateral Data and Conduent, and prior to joining QuikData, he led an E-Discovery Project Management team at Norton Rose Fulbright, where he focused on multinational matters.QuikData is a software development company specializing in eDiscovery and data room solutions for legal service providers, law firms, corporate legal departments, and financial institutions. Founded in 2016 and headquartered in Houston, Texas, QuikData offers intuitive and powerful tools designed to streamline complex legal data management tasks. ​Their flagship product, Quik E-Discovery, is an end-to-end platform that facilitates the entire electronic discovery process, including data processing, analysis, review, and production. 

On this episode host Jay Anders recorded live at HIMSS25 and spoke with: · Sandra Johnson, SVP of Client Services at Clinicomp · Ben Scharfe, EVP of Artificial Intelligence at Altera Digital Health · Tim O'Connell, CEO at Emtelligent · Steven Lane, Chief Medical Officer at Health Gorilla · Greg Miller, VP of Marketing & Business Development at Carta Healthcare 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

Originally uploaded February 11, re-edited March 16th. Chris Holman welcomes Lisa Brown, SHRM-CP, VP, Client Services, HR Collaborative, Grand Rapids, MI. Welcome Lisa, remind us about HR Collaborative? New rules for Earned Sick Time takes effect in Michigan soon, what's the latest? What are the other big HR issues in early 2025? How is your company helping clients with these issues? How can folks get in contact with HR Collaborative? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

In this episode of School Safety Today by Raptor Technologies, host Dr. Amy Grosso interviews Shawn Toadvine, Manager of Student Programs, Client Services, PublicSchoolWORKS. The discussion emphasizes that anonymous reporting is not just a compliance tool but a critical element in school safety and student well-being.KEY POINTS:Fostering a culture of trust is essential for anonymous reporting to work effectively.Comprehensive training ensures educators, students, and parents understand how to use the system and the process for follow-up.Anonymous reporting addresses not only threats but also student mental health and well-being.Our guest, Shawn Toadvine is an accomplished professional serving as the Manager of Student Programs at PublicSchoolWORKS since 2013. With a background in theatre, he holds a bachelor's degree in theatre from Northern Kentucky University and later pursued a master's degree in educational administration from the University of Cincinnati. Drawing from his experience as an administrator, Shawn brings a wealth of knowledge and expertise to his role, developing meaningful programs that positively impact students' lives. His dedication to education and commitment to excellence make him an invaluable asset to the Raptor pack!

After kicking off the weekend with a presentation about America's skeptical attitudes towards Generative AI and personalized advertising, YouGov's Ryan Gross joined us at the Lively Grit Daily House to discuss hobbies vs identities, dogs, pants, embracing authenticity, and more."Only your own vision of what is cool, is cool.”Did you attend the 2023 Coolios at Stand Up New York? You might remember Ryan from playing a few songs at the awards show.If you're listening to this episode on Spotify, check out his popular indie music project Skinny Dippers, and get updates on the band's forthcoming music on his Instagram page (@skinnydippersband). Special thanks to Lively and Audience 101 for hosting us at SXSW, and YouGov (where co-host Brian also works) for running the survey that supported our series of conversations.howcoolisthis.show 

The Media Roundtable is back with our very special Podcasthon episode supporting the Koala Corps. Plus, a blockbuster industry edition with a round-up of last week's biggest audio industry moves.Fearless host James Ingrassia, (EVP of Client Services, Oxford Road) welcomes fellow audio all-stars:- James Cridland, (Editor, Podnews and Podcast Business Journal)- Neal Lucey, (EVP of Strategy & Product, Oxford Road)- Spencer Semonson, (Media Supervisor, Oxford Road)- Courtney O'Connor (Director of Podcast Media, Veritone One)“ If you cut your advertising, fewer people will buy your stuff.”- James Cridland, (Editor, Podnews and Podcast Business Journal) The team is talking: Podcasting for Good, YouTube Lite, Wondery's FAST moves, Tariffs vs Ad Budgets, and more. Let's jump in.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Media Roundtable is back with our very special Podcasthon episode supporting the Koala Corps. Plus, a blockbuster industry edition with a round-up of last week's biggest audio industry moves. Fearless host James Ingrassia, (EVP of Client Services, Oxford Road) welcomes fellow audio all-stars: - James Cridland, (Editor, Podnews and Podcast Business Journal) - Neal Lucey, (EVP of Strategy & Product, Oxford Road) - Spencer Semonson, (Media Supervisor, Oxford Road) - Courtney O'Connor (Director of Podcast Media, Veritone One) “ If you cut your advertising, fewer people will buy your stuff.” - James Cridland, (Editor, Podnews and Podcast Business Journal) The team is talking: Podcasting for Good, YouTube Lite, Wondery's FAST moves, Tariffs vs Ad Budgets, and more. Let's jump in.

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

In this episode Senior Vice President of IndyCar Competition and Operations, Mark Sibla, discusses the strategic differentiators and growth factors of the IndyCar series. Listen in as Mark and Jen delve into the impact of the media partnership with Fox, and explore how fan engagement and accessibility are transforming the sport. Mark shares insights on leadership, the role of data and technology in enhancing performance and fan experience, and the exciting future of IndyCar, including the introduction of a new car. Both racing fans and business leaders will find value in the leadership lessons and industry perspectives shared in this episode. Episode Highlights: 03:02 IndyCar's Unique Position in Motorsports 11:02 Challenges and Strategic Decisions 18:49 Media Partnerships and Growth 25:49 Leadership Lessons from Motorsports 29:11 The Importance of Defined Roles 30:37 Leveraging Data and Technology 34:05 Future Vision for IndyCar About Mark: Mark Sibla is an INDYCAR senior executive who was named Senior Vice President of Competition and Operations in February of 2025, expanding on his previous roles after serving as Chief of Staff for six seasons and, more recently, Vice President in 2024. Mark has worked in motorsports for two decades and joined INDYCAR in 2008 as the Director of Client Services in 2011. He was then promoted to Vice President of Partner Strategy and helped oversee the sales efforts of INDYCAR and Indianapolis Motor Speedway from 2012-16. In this new role, Mark leads INDCYAR efforts around general operations, strategic initiatives and business affairs. Connect with Mark: INDYCAR Website: https://www.indycar.com/ INDYCAR Instagram: https://www.instagram.com/indycar INDYCAR X: https://www.instagram.com/indycar INDYCAR NTT Facebook: https://www.facebook.com/INDYCAR/ INDYCAR TIkTok: https://www.tiktok.com/@indycar Mark Sibla LinkedIn: https://www.linkedin.com/in/marksibla/ IT'S TIME TO SHOW UP WITH CONFIDENCE, MAKE AN IMPACT, AND MOVE THE BALL:

Nia Al-Kilany is Foster Consulting's very own COO! Nia has had quite a career, starting out as an SEO strategist in our Client Services department, stepping away to work as a contractor, and then coming back to take over Project Management. After a few years in that position, she was promoted to Chief Operations Officer, a position in which she contributes directly to our agency's trajectory and progression in the strategy and consulting space. We're going to explore what makes her tick, where she gets her drive from, and how she built herself up to the C-suite. Let's dive in! Here's a Glimpse of What You'll Learn 0:00 Preview - Nia's Life Prior to Foster 1:21 Introduction 4:23 The Foster culture 12:07 Nia's Life Prior to Foster 16:51 What Inspired Nia to Pivot 18:40 Nia's Trajectory Upward 22:20 The Perfect Practice System 29:41 Going Through a Rebrand 33:12 When Nia is Out of Office 36:39 Wrap Up Foster Web Marketing is rebranding to Foster Consulting to illustrate our agency's fit within the wider spectrum of business operations for our clients. This shift is happening under the guidance and control of Nia Al-Kilany. She has played an instrumental role in developing the rebranding strategy we're currently undertaking. Nia's journey is far from over here. Learn more about her vision for Foster by visiting our site today. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Nia Al-Kilany of Foster Web Marketing This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.  

Loads of information on Friday's show including updates from Illinois Farm Bureau Executive Director of Governmental Affairs and Commodities Kevin Semlow and Illinois Department of Agriculture Director Jerry Costello.  Jesse Kohlbecker, VP of Claims and Client Services with COUNTRY Financial talks severe weather prep. Paul Otto with Freese-Notis Weather discusses today's severe storm potential. 

Sean Smith and Joe Lynch discuss why brokers are drowning in accounting work: how Denim simplifies it. Sean is VP of Product at Denim, a trusted freight factoring partner on a mission to advance the supply chain by accelerating the movement of money and data. About Sean Smith Sean Smith, VP of Product and Client Services at Denim, has spent 10 years building and scaling products in the financial services and logistics industries. While leading Product at Denim, he has pioneered new capabilities for the factoring space including risk automation and pricing.  Sean has also led work on our client dashboard, job management and collaboration that have revolutionized the process and workflow for broker clients looking to save time on back office operations. He excels at combining his passion for technology with the ability to drive impact on a balance sheet. About Denim Denim is a trusted freight factoring partner dedicated to advancing the supply chain by accelerating the flow of money and data. Denim provides quick access to working capital, along with flexible factoring solutions to easily manage financing options and automate back-office operations. Acting as a true partner and an extension of your team, Denim saves you time and money while providing the opportunity to focus on retaining and attracting new customers. Key Takeaways: Brokers are Drowning in Accounting Work: How Denim Simplifies It Flexible Freight Factoring: Denim provides adaptable freight factoring services, allowing businesses to choose which invoices to factor and when to accelerate payments, thereby improving cash flow management. Back-Office Automation: The company offers tools to automate back-office operations, reducing manual tasks by up to 75% and streamlining administrative processes. Comprehensive Financial Services: Denim's suite of services includes factoring, payments and collections, back-office operations, and a fuel card program, all designed to simplify financial management for freight businesses. Rapid Payment Processing: With Denim, businesses can receive payments within one to two business days, ensuring quick access to working capital. Extensive Network: Denim has processed over $2 billion in payments and serves a network of more than 120,000 companies, demonstrating its significant presence in the freight industry. User Satisfaction: The company maintains a TrustPilot rating of 4.4 out of 5 stars, based on over 100 reviews, reflecting high customer satisfaction with its services. Dedicated Support: Denim assigns a dedicated account manager to each client, offering personalized support to help navigate financial challenges and optimize business operations. Learn More About Brokers are Drowning in Accounting Work: How Denim Simplifies It Sean Smith Denim | Linkedin Denim Mastering Freight Broker Accounting with Batch Entry 5 Signs Your Freight Invoice Bookkeeping Practices are Holding You Back Resource Collection on All things Freight Accounting The Denim Story with Shawn Vo  | The Logistics of Logistics Financial Predator vs Partner with Bharath Krisnamoorthy | The Logistics of Logistics Scaling Your SMB Freight Brokerage with Sean Smith | The Logistics of Logistics The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube  

In this episode of the Life Science Success Podcast my guest is Paul Fabre, a Vice President of Client Services for the Greater Boston Region at BioBridges LLC, A PharmaAlliance Company. With a diverse professional background spanning entertainment, restaurant work, corporate sales, and recruiting, Paul has found his calling as a facilitator, connecting great minds to drive meaningful progress in the life sciences industry. 00:00 Introduction to Life Science Success Podcast 00:43 Sponsor Message: Bio on the Bayou 2025 02:20 Guest Introduction: Paul Fabre 03:32 Paul's Diverse Career Journey 05:00 Transition to Corporate Sales and Recruiting 09:10 The Role of Emotional Intelligence in Sales 16:09 Understanding BioBridges and Its Unique Offerings 24:08 Real-World Examples of BioBridges' Impact 27:13 Client Success Stories 27:35 Navigating Large-Scale Projects 28:48 Adapting to Client Needs 29:50 Impact of Trends in Life Sciences 32:05 Innovative Projects and Future Impact 35:13 Automating Reference Checks 38:00 The Importance of Relationships 46:41 Leadership and Personal Insights 50:52 Conclusion and Final Thoughts

The Evolution of RIS Order Entry Automation in Radiology For radiology groups, manual RIS order entry is time-consuming and prone to errors. Sameer Sheth, Senior VP of Client Services at Infinx, walks us through Infinx's journey in automating order entry, sharing real-world client success stories and lessons learned. 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

Episode 249FACULTY: Shane Mason, CPA/CFPCLASS: #ShoperationsJoin us in this Shoperations episode as we learn from Shane Mason of Brooklyn FI and his venture into software. Shane shares insights into the company's growth, handling rapid expansion, and the importance of predicting the future over dwelling on the past. Discover how Brooklyn FI is navigating industry shifts, introducing new partners, and staying ahead with innovative solutions like Gemifi. Perfect for students and professionals eager to learn about financial planning, startup struggles, and the evolving landscape of tech-driven advisory services.

Manual RIS order entry slows down radiology workflows and increases errors. Sameer Sheth, Infinx Senior VP of Client Services, shares how automation is transforming order entry—plus real-world success stories and key takeaways.Brought to you by www.infinx.com

The Media Roundtable Industry Edition is back! This week, we're rounding up the biggest trending news stories in podcasting as Netflix, Fox, and YouTube all make moves that could reshape the industry. James Ingrassia, (EVP of Client Service, Oxford Road & Veritone One) hosts fellow Oxford Road luminaries Neal Lucey (EVP of Strategy & Product), Spencer Semonson (Media Supervisor), and Kyle Jelinek, (VP of Client Services). “If you're a marketer, what you're trying to do is evoke a memory, you're evoking an emotion. And music is one of the most effective ways to do that.” Neal Lucey (EVP of Strategy & Product, Oxford Road) The team is talking: Fox's Podcast Deal, YouTube's Year of Discovery, Netflix's interest in podcasts, and more. Let's dig in.

If you work across time zones, borders, and cultures, this is the show for you. This is your host Leonardo, welcome to the international business podcast.  Today we dive into the intricacies of global supply chains, factory relocations, personnel relocation, overseas payroll management and more. We do this with two experts. See their details below.Use the promo code 8D1E2 to get 50% off your first month on Patreon. This offer is valid until February 28th.Join Leonardo on Patreon for:⁠⁠⁠⁠⁠⁠Podcast Archive: 102 episodes (40+ hours).Podcast Bonus Episodes: New exclusive content.Early Access: Upcoming YouTube videos and newsletters.Thinking Process Journal: Insights into Leonardo's content preparation, including a curated reading list and personal reflections.Q&A: Submit questions for future episodes, and receive a shoutout when they are answered.With guests:Kimberly Kirkendall consults with multinational companies on international operations, supply chain, and trade through IRD. As a Beachhead Advisor for New Zealand Trade & Enterprise, she aids NZ companies in international trade and manufacturing. She hosts the podcast International Trade Resources, interviewing trade experts and providing training for startups. A frequent guest lecturer and speaker globally, she also supports US organizations in management training.As President of IRD for over 20 years, Kimberly has led thousands of projects to improve international operations. Their clients face complex cross-border trade challenges, including incorporation, supply chain optimization, and market development. Kimberly offers leadership during operational stress.IRD re-engineers processes across multiple countries, addressing issues like partnership structuring, VAT challenges, supply chain improvements, and employee management abroad.Kimberly began her career in China over 35 years ago and has lived in major cities worldwide. She combines her CPA expertise with extensive international business knowledge and has held roles as COO, CFO, and General Manager.Shan Nair is an entrepreneur and consultant on international expansion. He was the first to spot and develop the niche market of International Expansion Services (IES) which was previously fragmented. In the process he has worked with many companies in their early stages who have since become household names such as Tesla Motors, FaceTime and Sonus Networks. His role is to promote the services offered by Nucleus and to work with the management team to ensure a high level of technical excellence and client care is maintained at all times.Nucleus is unique in that it provides true one stop, multi-disciplinary, multi-country shopping for companies seeking international expansion or with international operations. A single experienced Client Services Director and an Accounting Manager will be your sole points of contact for all of your foreign consulting needs – you will not need to chase multiple accountants, lawyers and HR consultants in different geographies or have a single contact point with little expertise acting simply as a postbox. The Client Services team is backed by staff at senior and mid-management level each having more than a decade of experience in providing IES services.Shan has a doctorate in nuclear physics from the University of Oxford. He has received multiple recognitions for his contribution to business in the US, UK and India.If you work across time zones, borders, and cultures, come on the show to share your story. ⁠⁠⁠Connect with the host Leonardo Marra

The world's only podcast solely dedicated to audio ads is back! Presenting Ad Infinitum Season 2, Episode 13 - "One Amazon to Rule Them All" “ It's a group project where they each got a different part of the business, and they all try to jam it all together at the end, but none of it works together.” Adam McNeil (SVP of Client Services, Adopter Media) Stew Redwine (VP, Creative Services, Oxford Road) gathers an all-star panel to dissect Amazon's multi-million dollar podcast advertising strategy. Joined by Amelia Coomber (CMO, Podscribe), Adam McNeil (SVP of Client Services, Adopter Media), Paul Riismandel (President, Signal Hill Insights), and Arielle Nissenblatt (Founder of Earbuds Podcast Collective and podcasting advocate), these ad Avengers dive deep into a slew of Amazon audio ads and they don't pull any punches. Let's jump in.

Episode 165 of Success By Design explores “Untapping the Hidden Job Market” with special guest Megan Ramos, Director of Client Services. In this episode, we uncover strategies for accessing job opportunities that aren't publicly advertised, leveraging networking, and positioning yourself as the ideal candidate. Megan shares expert insights on how professionals can navigate the hidden job market to land their next career move. Don't miss this deep dive into unlocking new career opportunities!

Scott welcomed Blayne Andersen in studio for a discussion his firm's expansion and strategic approach to financial planning, tax-smart investment strategies, and client relations across multiple states, emphasizing the importance of technology and collaboration with CPAs.Blayne Andersen, CFP® is the President and Chief Investment Officer of Bander Wealth Management and a Registered Financial Advisor with the NFLPA. With well over a decade of experience in capital markets, he has experience offering best in-class securities and advanced retirement planning strategies to include alternative investments such as real estate, oil and gas, along with structured notes, private equity and venture placements. His commitment to help clients achieve generational-changing wealth is only matched by his fiduciary responsibilities of operating with uncompromising integrity and fidelity to do what is best for our clients and their families. In this episode you will learn the following: Strategic Growth Through Acquisitions and PartnershipsEmphasis on Client-Centric CommunicationOperational Efficiency and Technology UtilizationBalancing Professional and Personal Life Connect with Scott on LinkedInConnect with Blayne on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Bander Wealth Management click hereFollow us on LinkedIn **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Dr. Sapna Amin resides in the DFW metroplex. She graduated from the University of Texas Health Science Center San Antonio in 2008 with Summa Cum Laude. Two years post graduation, she bought a dental practice and then merged her office in 2021. She retired from clinical dentistry in April 2024. In conjunction with practice ownership, she has been serving as one of the co-regional MDIB leaders for the DFW chapter for many years now. Dr. Amin has lectured on various topics in the dental industry and advocates for wellness and fitness. Currently, Dr. Sapna Amin is the Client Services Director with Valuations and Negotiations at Dental Buyer Advocates. 

In this episode of RCM Insights, Stuart Newsome leads an engaging discussion with Ramesh Reddy, AVP of Client Services, and Kirtan Chittoor, Vice President at Infinx. They explore how to effectively manage soft collections and patient services, providing actionable strategies for setup, operations, and compliance.

In this episode of the Globally Speaking Podcast, Cassandra Prieto, Sr. Director, Client Services at RWS, and Dominique Biliato, VP of Learning Operations at SAI360, discuss how SAI360 is leveraging AI to revolutionize the eLearning space and enhance customer benefits. Dominique shares how SAI360 empowers organizations worldwide with integrated ethics, governance, risk, and compliance software, supported by an extensive e-learning library in over 70 languages. She dives deep into the transformative role of AI in compliance and ethics training, addressing both the challenges and the rewards of incorporating AI into their operations, and also reveals how adopting Evolve by RWS has helped them stay at the forefront of the AI revolution. Discover all the innovative trends reshaping e-learning, from the rise of microlearning to the use of AI for translation and content creation, all while maintaining stringent quality and compliance standards. Dominique also offers insights for the next generation of localization professionals, emphasizing how technology can help create scalable, future-ready processes.

The Media Roundtable is back! This week, we're bringing you a deep dive into our new case study, “The Sound of Growth: How Audio Fuels Branded Search.” Giles Martin (EVP of Strategy & Insights, Oxford Road) hosts fellow audiophiles James Ingrassia (EVP, Head of Client Services, Oxford Road) and Tucker Peleuses (VP, Strategy, Veritone One) to break down takeaways of $400m in audio spend over 30 years. “ Audio investment is driving almost 20 percent of clients' branded search traffic.” Giles Martin (EVP of Strategy & Insights, Oxford Road) Audio attribution is challenging, but looking at the impact of audio on branded search is an effective way to cut through the noise. We're covering; Delayed Effects, Consistency, Diminishing Returns, and More. For more actionable insights to optimize your strategy and maximize ROIs, check out the full case study: https://oxfordroad.com/soundofgrowth and tune into the full episode. Let's dive in.

So excited to introduce this week's Pretty Powerful Podcast guest, Darlene Greene, a trailblazer with over 26 years of executive leadership and senior management experience spanning multiple industries. Her impressive career includes roles such as Vice President of Strategic Technology Partnerships at McAfee (Intel), Dean of Culver Girls Academy, Director of Client Services for HyeTech Networks and Security, and Senior Director at LifeWave, focusing on foundational cell activation technology. In addition to her professional accomplishments, Darlene dedicated 20 years to military service, earning her MBA while holding three Commanding Officer positions, including serving as a base commander responsible for 1,200 personnel. In 2006, she founded the Returning Warrior Weekend Workshop, a transformative program designed to help military members and their spouses successfully reintegrate—a program that continues to impact lives across the country today. Darlene's passion lies in empowering people to elevate their health and vitality. She specializes in activating the GHK-CU peptide to repair DNA, reverse aging, and alleviate pain using groundbreaking photobiomodulation technology. Join us as we delve into Darlene's extraordinary journey, her groundbreaking innovations, and her unwavering commitment to helping others live their best lives.