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Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/vEdq8rpBM3I In this data-rich keynote, Jay McBain deconstructs the tectonic shifts reshaping the $5.3 trillion global technology industry, arguing that we are entering a new 20-year cycle where traditional direct sales models are obsolete. McBain explains why 96% of the industry is now surrounded by partners and how successful companies must pivot from “flywheels and theory” to a granular strategy focused on the seven specific partners present in every deal. From the explosion of agentic AI and the $163 billion marketplace revolution to the specific mechanics of multiplier economics, this discussion provides a roadmap for navigating the “decade of the ecosystem” where influence, trust, and integration—not just product—determine winners and losers. Key Takeaways Half of today's Fortune 500 companies will likely vanish in the next 20 years due to the shift toward AI and ecosystem-led models. Every B2B deal now involves an average of seven trusted partners who influence the decision before a vendor even knows a deal exists. Microsoft has outpaced AWS growth for 26 consecutive quarters largely because of a superior partner-led geographic strategy. Marketplaces are projected to grow to $163 billion by 2030, with nearly 60% of deals involving partner funding or private offers. The “Multiplier Effect” is the new ROI, where partners can make up to $8.45 for every dollar of vendor product sold. Future dominance relies on five key pillars: Platform, Service Partnerships, Channel Partnerships, Alliances, and Go-to-Market orchestration. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Keywords: Jay McBain, Canalys, partner ecosystem, channel chief, agentic AI, marketplace growth, multiplier economics, B2B sales trends, tech industry forecast, service partnerships, strategic alliances, Microsoft vs AWS, distribution transformation, managed services growth, SaaS platforms, customer journey mapping, 28 moments of truth, future of reselling, technology spending 2025, ecosystem orchestration, partner multipliers. T Transcript: Jay McBain WORKFILE FOR TRANSCRIPT [00:00:00] Vince Menzione: Just up from, did you Puerto Rico last night? Puerto Rico, yes. Puerto Rico. He dodged the hurricane. Um, you all know him. Uh, let him introduce himself for those of you who don’t, but just thrilled to have on the stage, again, somebody who knows more about what’s going on in, in the, and has the pulse on this industry probably than just about anybody I know personally. [00:00:21] Vince Menzione: J Jay McBain. Jay, great to see you my friend. Alright, thank you. We have to come all the way. We live, we live uh, about 20 minutes from each other. We have to come all the way to Reston, Virginia to see each other, right? That’s right. Very good. Well, uh, that’s all over to you, sir. Thank you. [00:00:35] Jay McBain: Alright, well thank you so much. [00:00:36] Jay McBain: I went from 85 degrees yesterday to 45 today, but I was able to dodge that, uh, that hurricane, uh, that we kind of had to fly through the northern edge of, uh, wanna talk today about our industry, about the ultimate partner. I’m gonna try to frame up the ultimate partner as I walk through the data and the latest research that, uh, that we’ve been doing in the market. [00:00:56] Jay McBain: But I wanted to start here ’cause our industry moves in 20 year cycles, and if you look at the Fortune 500 and dial back 20 years from today, 52% of them no longer exist. As we step into the next 20 year AI era, half of the companies that we know and love today are not gonna exist. So we look at this, and by the way, if you’re not in the Fortune 500 and you don’t have deep pockets to buy your way outta problems, 71% of tech companies fail over the course of 10 years. [00:01:30] Jay McBain: Those are statistics from the US government. So I start to look at our industry and you know, you may look at the, you know, mainframe era from the sixties and seventies, mini computers, August the 12th, 1981, that first IBM, PC with Microsoft dos, version one, you know, triggered. A new 20 year era of client server. [00:01:51] Jay McBain: It was the time and I worked at IBM for 17 years, but there was a time where Bill Gates flew into Boca Raton, Florida and met with the IBM team and did that, you know, fancy licensing agreement. But after, you know, 20 years of being the most valuable company in the world and 13 years of antitrust and getting broken up, almost like at and TIBM almost didn’t make payroll. [00:02:14] Jay McBain: 13 years after meeting Bill Gates. Yeah, that’s how quickly things change in these eras. In 1999, a small company outta San Francisco called salesforce.com got its start. About 10 years later, Jeff Bezos asked a question in a boardroom, could we rent out our excess capacity and would other companies buy it? [00:02:35] Jay McBain: Which, you know, most people in the room laughed at ’em at the time. But it created a 20 year cloud era when our friends, our neighbors, our family. Saw Chachi PT for the first time in March of 2023. They saw the deep fakes, they saw the poetry, they saw the music. They came to us as tech people and said, did we just light up Skynet? [00:02:58] Jay McBain: And that consumer trend has triggered this next 20 years. I could walk through the richest people in the world through those trends. I could walk through the most valuable companies. It all aligns. ’cause by the way, Apple’s no longer at the top. Nvidia is at the top, Microsoft. Second, things change really quickly. [00:03:17] Jay McBain: So in that course of time, you start to look at our industry and as people are talking about a six and a half or $7 trillion build out of ai, that’s open AI and Microsoft numbers, that is bigger than our industry that’s taken over 50 years to build. This year, we’re gonna finish the year at $5.3 trillion. [00:03:36] Jay McBain: That’s from the smallest flower shop to the biggest bank. Biggest governments that Caresoft would, uh, serve biggest customer in the world is actually the federal government of the us. But you look at this pie chart and you look at the changes that we’re gonna go through over the next 20 years, there’s about a trillion dollars in hardware. [00:03:54] Jay McBain: There’s about a trillion dollars in software. If you look forward through all of the merging trends, quantum computing, humanoid robots, all the things that are coming that dollar to dollar software to hardware will continue to exist all the way through. We see services making up almost two thirds of this pie. [00:04:13] Jay McBain: Yesterday I was in a telco conference with at and t and Verizon and T-Mobile and some of the biggest wireless players and IT services, which happen to be growing faster than products. At the moment, there is more work to be done wrapping around the deal than the actual products that the customer is buying. [00:04:32] Jay McBain: So in an industry that’s growing at 7%. On top of the world economy that’s grown at 2.2. This is the fastest growing industry, and it will be at least for the next 10 years, if not 2070 0.1% of this entire $5 trillion gets transacted through partners. While what we’re talking to today about the ultimate partner, 96% of this industry is surrounded by partners in one way or another. [00:05:01] Jay McBain: They’re there before the deal. They’re there at the deal. They’re there after the deal. Two thirds of our industry is now subscription consumption based. So every 30 days forever, and a customer for life becomes everything. So if every deal in medium, mid-market, and higher has seven partners, according to McKinsey, who are those seven people trying to get into the deal? [00:05:25] Jay McBain: While there’s millions of companies that have come into tech over the last 10 to 20 years. Digital agencies, accountants, legal firms, everybody’s come in. The 250,000 SaaS companies, a million emerging tech companies, there’s a big fight to be one of those seven trusted people at the table. So millions of companies and tens of millions of people our competing for these slots. [00:05:49] Jay McBain: So one of the pieces of research I’m most proud of, uh, in my analyst career is this. And this took over two years to build. It’s a lot of logos. Not this PowerPoint slide, but the actual data. Thousands of people hours. Because guess what? When you look at partners from the top down, the top 1000 partners, by capability and capacity, not by resale. [00:06:15] Jay McBain: It’s not a ranking of CDW and insight and resale numbers. It is the surrounding. Consulting, design, architecture, implementations, integrations, managed services, all the pieces that’s gonna make the next 20 years run. So when you start to look at this, 98% of these companies are private, so very difficult to get to those numbers and, uh, a ton of research and help from AI and other things to get this. [00:06:41] Jay McBain: But this is it. And if you look at this list, there’s a thousand logos out of the million companies. There’s a thousand logos that drive two thirds of all tech services in the world. $1.07 trillion gets delivered by a thousand companies, but here’s where it gets fun. Those companies in the middle, in blue, the 30 of them deliver more tech services than the next 970. [00:07:08] Jay McBain: Combined the 970 combined in white deliver more tech services. Then the next million combined. So if you think we live in an 80 20 rule or maybe a 99, a 95 5 rule, or a 99 1 rule, we actually live in a 99.9 0.1 parallel principle. These companies spread around the world evenly split across the uh, different regions. [00:07:35] Jay McBain: South Africa, Latin America, they’re all over. They split. They split among types. All of the Venn diagram I just showed from GSIs to VARs to MSPs, to agencies and other types of companies. But this is a really rich list and it’s public. So every company in the world now, if you’re looking at Transactable data, if you’re looking at quantifiable data that you can go put your revenue numbers against, it represents 70 to 80% of every company in this room’s Tam. [00:08:08] Jay McBain: In one piece of research. So what do you do below that? How do you cover a million companies that you can’t afford to put a channel account manager? You can’t afford to write programs directly for well after the top down analysis and all the wallet share and you know exactly where the lowest hanging fruit is for most of your tam. [00:08:28] Jay McBain: The available markets. The obtainable markets. You gotta start from the community level grassroots up. So you need to ask the question for the million companies and the maybe a hundred thousand companies out there, partner companies that are surrounding your customer. These are the seven partners that surround your customer. [00:08:48] Jay McBain: What do they read, where do they go, and who do they follow? Interestingly enough, our industry globally equates to only a thousand watering holes, a thousand companies at the top, a thousand places at the bottom. 35% of this audience we’re talking. Millions of people here love events and there’s 352 of them like this one that they love to go to. [00:09:13] Jay McBain: They love the hallway chats, they love the hotel lobby bar, you know, in a time reminded by the pandemic. They love to be in person. It’s the number one way they’re influenced. So if you don’t have a solid event strategy and you don’t have a community team out giving out socks every week, your competitors might beat you. [00:09:31] Jay McBain: 12% of this audience loves podcasts. It’s the Joe Rogan effect of our industry. And while you know, you may not think the 121 podcasts out there are important, well, you’re missing 12% of your audience. It’s over a million people. If you’re not on a weekly podcast in one of these podcasts in the world, there’s still people that read one of the 106 magazines in the world. [00:09:55] Jay McBain: There are people that love peer groups, associations, they wanna be part of this. There’s 15 different ways people are influenced. And a solid grassroots strategy is how you make this happen. In the last 10 years, we’ve created a number of billionaires. Bottom up. They never had to go talk to la large enterprise. [00:10:15] Jay McBain: They never had to go build out a mid-market strategy. They just went and give away socks and new community marketing. And this has created, I could rip through a bunch of names that became unicorns just in the last couple of years, bottoms up. You go back to your board walking into next year, top down, bottom up. [00:10:34] Jay McBain: You’ve covered a hundred percent of your tam, and now you’ve covered it with names, faces, and places. You haven’t covered it with a flywheel or a theory. And for 44 years, we have gone to our board every fourth quarter with flywheels and theory. Trust me, partners are important. The channel is key to us. [00:10:57] Jay McBain: Well, let’s talk at the point of this granularity, and now we’re getting supported by technology 261 entrepreneurs. Many of them in the room actually here that are driving this ability to succeed with seven partners in every deal to exchange data to be able to exchange telemetry of these prospects to be able to see twice or three times in terms of pipeline of your target addressable market. [00:11:26] Jay McBain: All these ai, um, technologies, agentic technologies are coming into this. It’s all about data. It’s all about quantifiable names, faces, and places. Now none of us should be walking around with flywheels, so let’s flip the flywheels. No. Uh, so we also look at, and I sold PCs for 17 years and that was in the high times of 40% margins for partners. [00:11:55] Jay McBain: But one interesting thing when you study the p and l for broad base of partners around the world, it’s changed pretty significantly in this last 20 year era. What the cloud era did is dropped hardware from what used to be 84% plus the break fix and things that wrap around it of the p and l to now 16% of every partner in the world. [00:12:16] Jay McBain: 84% of their p and l is now software and services. And if you look at profitability, it’s worse. It’s actually 87% is profitability wise. They’ve completely shifted in terms of where they go. Now we look at other parts of our market. I could go through every part of the pie of the slide, but we’re watching each of the companies, and if you can see here, this is what we want to talk about in terms of ultimate partner. [00:12:43] Jay McBain: Microsoft has outgrown AWS for 26 straight quarters. They don’t have a better product. They don’t have a better price, they don’t have better promotion. It’s all place. And I’ll explain why you guess here in the light green line. Exactly. The day that Google went a hundred percent all in partner, every deal, even if a deal didn’t have a partner, one of the 4% of deals that didn’t have a partner, they injected a partner. [00:13:09] Jay McBain: You can see on the left side exactly where they did it. They got to the point of a hundred percent partner driven. Rebuilt their programs, rebuilt their marketplace. Their marketplace is actually larger than Microsoft’s, and they grew faster than Microsoft. A couple of those quarters. It is a partner driven future, and now I have Oracle, which I just walked by as I walked from the hotel. [00:13:31] Jay McBain: Oracle with their RPOs will start to join. Maybe the list of three hyperscalers becomes the list of four in future slides, but that’s a growth slide. Market share is different. AWS early and commanding lead. And it plays out, uh, plays out this way. But we’re at an interesting moment and I stood up six years ago talking about the decade of the ecosystem after we went through a decade of sales starting in 1999 when we all thought we were born to be salespeople. [00:14:02] Jay McBain: We managed territories with our gut. The sales tech stack would have it different, that sales was a science, and we ended the decade 2009, looking at sales very differently in 2009. I remember being at cocktail parties where CMOs would be joking around that 50% of their marketing dollars were wasted. They just didn’t know which 50%. [00:14:23] Jay McBain: And I’ll tell you, that was really funny. In 2009 till every 58-year-old CMO got replaced by a 38-year-old growth hacker who walked in with 15,348 SaaS companies in their MarTech and ad tech stack to solve the problem, every nickel of marketing by 2019 was tracked. Marketo, Eloqua, Pardot, HubSpot, driving this industry. [00:14:50] Jay McBain: Now, we stood up and said the 28 moments that come before a sale are pretty much all partner driven. In the best case scenario, a vendor might see four of the moments. They might come to your website, maybe they read an ebook, maybe they have a salesperson or a demo that comes in. That’s four outta 28 moments. [00:15:10] Jay McBain: The other 24 are done by partners. Yeah, in the worst case scenario and the majority scenario, you don’t see any of the moments. All 28 happen and you lose a deal without knowing there ever was a deal. So this is it. We need to partner in these moments and we need to inject partners into sales and marketing, like no time before, and this was the time to do it. [00:15:33] Jay McBain: And we got some feedback in the Salesforce state of sales report, which doesn’t involve any partnerships or, or. Channel Chiefs or anything else. This is 5,500 of the biggest CROs in the world that obviously use Salesforce. 89% of salespeople today use partners every day. For the 11% who don’t, 58% plan two within a year. [00:15:57] Jay McBain: If you add those two numbers together, that’s magically the 96% number. They recognize that every deal has partners in it. In 2024, last year, half of the salespeople in the world, every industry, every country. Miss their numbers. For the minority who made their numbers, 84 point percent pointed to partners as the reason why they made their numbers. [00:16:21] Jay McBain: It was the cheat code for sales, so that modern salesperson that knows how to orchestrate a deal, orchestrate the 28 moments with the seven partners and get to that final spot is the winning formula. HubSpot’s number in separate research was 84% in marketing. So we’re starting to see partners in here. We don’t have to shout from the mountaintops. [00:16:44] Jay McBain: These communities like ultimate Partner are working and we’re getting this to the highest levels in the board. And I’ll say that, you know, when 20 years from now half of the companies we know and love fail after we’re done writing the book and blaming the CEO for inventing the thing that ended up killing them, blaming the board for fiduciary responsibility and letting it happen. [00:17:06] Jay McBain: What are the other chapters of the book? And I think it’s all in one slide. We are in this platform economy and the. [00:17:31] Jay McBain: So your battery’s fine. Check, check, check, check. Alright, I’ll, I’ll just hold this in case, but the companies that execute on all five of these areas, well. Not only today become the trillion dollar valued companies, but they become the companies of tomorrow. These will be the fastest growing companies at every level. [00:17:50] Jay McBain: Not only running a platform business, but participating in other platforms. So this is how it breaks out, and there are people at very senior levels, at very big companies that have this now posted in the office of the CEO winning on integrations is everything. We just went through a demographic shift this year where 51% of our buyers are born after 1982. [00:18:15] Jay McBain: Millennials are the number one buyer of the $5 trillion. Their number one buying criteria is not service. Support your price, your brand reputation, it’s integrations. The buy a product, 80% is good as the next one if it works better in their environment. 79% of us won’t buy a car unless it has CarPlay or Android Auto. [00:18:34] Jay McBain: This is an integration world. The company with the most integrations win. Second, there are seven partners that surround the customer. Highly trusted partners. We’re talking, coaching the customer’s, kids soccer team, having a cottage together up at the lake. You know, best men, bate of honors at weddings type of relationships. [00:18:57] Jay McBain: You can’t maybe have all seven, but how does Microsoft beat AWS? They might have had two, three, or four of them saying nice things about them instead of the competition. Winning in service partnerships and channel partnerships changes by category. If you’re selling MarTech, only 10% of it today is resold, so you build more on service partnerships. [00:19:18] Jay McBain: If you’re in cybersecurity today, 91.6% of it is resold. Transacted through partners. So you build a lot of channel partnerships, plus the service partnerships, whatever the mix is in your category, you have to have two or three of those seven people. Saying nice things about you at every stage of the customer journey. [00:19:38] Jay McBain: Now move over to alliances. We have already built the platforms at the hyperscale level. We’ve built the platforms within SaaS, Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot. Every buyer has a set of platforms that they buy. We’ve now built them in cybersecurity this year out of 6,500 as high as cyber companies, the top five are starting to separate. [00:20:02] Jay McBain: We built it in distribution, which I’ll show in a minute. We’re building it in Telco. This is a platform economy and alliances win and you have alliances with your competitors ’cause you compete in the morning, but you’re best friends by the afternoon. Winning in other platforms is just as important as driving your own. [00:20:20] Jay McBain: And probably the most important part of this is go to market. That sales, that marketing, the 28 moments, the every 30 days forever become all a partner strategy. So there’s still CEOs out there that believe platform is a UI or UX on a bunch of disparate products and things you’ve acquired. There’s still CFOs out there that Think platform is a pricing model, a bundle model of just getting everything under one, you know, subscription price or consumption price. [00:20:51] Jay McBain: And it’s not, platforms are synonymous with partnerships. This is the way forward and there’s no conversation around ai. That doesn’t involve Nvidia over there, an open AI over here and a hyperscaler over there and a SaaS company over here. The seven layer stack wins every single time, and the companies that get this will be the ones that survive this cycle. [00:21:16] Jay McBain: Now, flipping over to marketplaces. So we had written research that, um, about five years ago that marketplaces were going to grow at 82% compounded. Yeah, probably one of the most accurate predictions we ever made, because it happened, we, we predicted that, uh, we were gonna get up to about $85 billion. Well, now we’ve extended that to 2030, so we’re gonna get up to $163 billion, and the thing that we’re watching is in green. [00:21:46] Jay McBain: If 96% of these deals are partner assisted in some way, how is the economics of partnering going to work? We predicted that 50% of deals by 2027. Would be partner funded in some way. Private offers multi-partner offers distributor sellers of record, and now that extends to 59% by 2030, the most senior leader of the biggest marketplace AWS, just said to us they’re gonna probably make these numbers on their own. [00:22:14] Jay McBain: And he asked what their two competitors are doing. So he’s telling us that we under called this. Now when you look at each of the press releases, and this is the AWS Billion Dollar Club. Every one of the companies on the left have issued a press release that they’re in the billion dollar club. Some of them are in the multi-billions, but I want you to double click on this press release. [00:22:35] Jay McBain: I’m quoted in here somewhere, but as CrowdStrike is building the marketplace at 91% compounded, they’re almost doubling their revenue every single year. They’re growing the partner funding, in this case, distributor funding by 3548%. Almost triple digit growth in marketplace is translating into almost quadruple digit growth in funding. [00:23:01] Jay McBain: And you see that over and over again as, as Splunk hit three, uh, billion dollars. The same. Salesforce hit $2 billion on AWS in Ulti, 18 months. They joined in October 20, 23, and 18 months later, they’re already at $2 billion. But now you’re seeing at Salesforce, which by the way. Grew up to $40 billion in revenue direct, almost not a nickel in resell. [00:23:28] Jay McBain: Made it really difficult for VARs and managed service providers to work with Salesforce because they couldn’t understand how to add services to something they didn’t book the revenue for. While $40 billion companies now seeing 70% of their deals come through partners. So this is just the world that we’re in. [00:23:44] Jay McBain: It doesn’t matter who you are and what industry you’re in, this takes place. But now we’re starting to see for the first time. Partners join the billion dollar club. So you wonder about partnering and all this funding and everything that’s working through Now you’re seeing press releases and companies that are redoing their LinkedIn branding about joining this illustrious club without a product to sell and all the services that wrap around it. [00:24:10] Jay McBain: So the opening session on Microsoft was interesting because there’s been a number of changes that Microsoft has done just in the last 30 days. One is they cut distribution by two thirds going from 180 distributors to 62. They cut out any small partner lower than a thousand dollars, and that doesn’t sound like a lot, but that’s over a hundred thousand partners that get deed tightening the long tail. [00:24:38] Jay McBain: They we’re the first to really put a global point system in place three years ago. They went to the new commerce experience. If you remember, all kinds of changes being led by. The biggest company for the channel. And so when we’re studying marketplaces, we’re not just studying the three hyperscalers, we’re studying what TD Cynic is doing with Stream One Ingram’s doing with Advant Advantage Aerosphere. [00:25:01] Jay McBain: Also, we’re watching what PAX eight, who by the way, is the 365 bestseller for Microsoft in the world. They are the cybersecurity leader for Microsoft in the world and the copilot. Leader in the world for Microsoft and Partner of the Year for Microsoft. So we’re watching what the cloud platforms are doing, watching what the Telco are doing, which is 25 cents out of every dollar, if you remember that pie chart, watching what the biggest resellers are converting themselves into. [00:25:30] Jay McBain: Vince just mentioned, you know, SHI in the changes there watching the managed services market and the leaders there, what they’re doing in terms of how this industry’s moving forward. By the way, managed services at $608 billion this year. Is one and a half times larger than the SaaS industry overall. [00:25:48] Jay McBain: It’s also one and a half times larger than all the hyperscalers combined. Oracle, Alibaba, IBM, all the way down. This is a massive market and it makes up 15 to 20 cents of every dollar the customer spend. We’re watching that industry hit a trillion dollars by the end of the decade, and we’re watching 150 different marketplace development platforms, the distribution of our industry, which today is 70.1% indirect. [00:26:13] Jay McBain: We’re starting to see that number, uh, solidify in terms of marketplaces as well. Watching distributors go from that linear warehouse in a bank to this orchestration model, watching some of the biggest players as the world comes around, platforms, it tightens around the place. So Caresoft, uh, from from here is the sixth biggest distributor in the world. [00:26:40] Jay McBain: Just shows you how big the. You know, biggest client in the world is that they serve. But understand that we’re publishing the distributor 500 list, but it’ll be the same thing. That little group in blue in the middle today, you know, drives almost two thirds of the market. So what happens in all this next stage in terms of where the dollars change hands. [00:27:07] Jay McBain: And the economics of partnering themselves are going through the most radical shift that we’ve seen ever. So back to the nineties, and, and for those of you that have been channel chiefs and running programs, we went to work every day. You know, everything’s on fire. We’re trying to check hundred boxes, trying to make our program 10% better than our competitors. [00:27:30] Jay McBain: Hey, we gotta fix our deal registration program today, and our incentives are outta whack or training programs or. You know, not where they need to be. Our certification, you know, this was the life of, uh, of a channel chief. Everybody thought we were just out drinking in the Caribbean with our best partners, but we were under the weight of this. [00:27:49] Jay McBain: But something interesting has happened is that we turned around and put the customer at the middle of our programs to say that those 28 moments in green before the sale are really, really important. And the seven partners who participate are really important. Understanding. The customer’s gonna buy a seven layer stack. [00:28:09] Jay McBain: They’re gonna buy it With these seven partners, the procurement stage is much different. The growth of marketplaces, the growth of direct in some of these areas, and then long term every 30 days forever in a managed service, implementations, integrations, how you upsell, cross-sell, enrich a deal changes. So how would you build a program that’s wrapped around the customer instead of the vendor? [00:28:35] Jay McBain: And we’re starting to hear our partners shout back to us. These are global surveys, big numbers, but over half of our partners, regardless of type, are selling consulting to their customer. Over half are designing architecting deals. A third of them are trying to be system integrators showing up at those implementation integration moments. [00:28:55] Jay McBain: Two thirds of them are doing managed services, but the shocking one here is 44% of our partners, regardless of type, are coding. They’re building agents and they’re out helping their customer at that level. So this is the modern partner that says, don’t typecast me. You may have thought of me in your program. [00:29:14] Jay McBain: You might have me slotted as a var. Well, I do 3.2 things, and if I don’t get access to those resources, if you don’t walk me to that room, I’m not gonna do them with you. You may have me as a managed service provider that’s only in the morning. By the afternoon I’m coding, and by the next morning I’m implementing and consulting. [00:29:33] Jay McBain: So again, a partner’s not a partner. That Venn diagram is a very loose one now, as every partner on there is doing 3.2 different business models. And again, they’re telling us for 43 years, they said, I want more leads this year it changed. For the first time, I want to be recognized and incentivized as more than just a cash register for you. [00:29:57] Jay McBain: I want you to recognize when I’m consulting, when I’m designing, when you’re winning deals, because of my wonderful services, by the way, we asked the follow up question, well, where should we spend our money with you? And they overwhelmingly say, in the consulting stage, you win and lose deals. Not at moment 28. [00:30:18] Jay McBain: We’re not buying a pack of gum at the gas station. This is a considered purchase. You win deals from moment 12 through 16 and I’m gonna show you a picture of that later, and they say, you better be spending your money there, or you’re not gonna win your fair share or more than your fair share of deals. [00:30:36] Jay McBain: The shocking thing about this is that Microsoft, when they went to the point system, lifted two thirds of all the money, tens of billions of dollars, and put it post-sale, and we were all scratching our heads going. Well, if the partners are asking for it there, and it seems like to beat your biggest competitors, you want to win there. [00:30:54] Jay McBain: Why would you spend the money on renewal? Well, they went to Wall Street and Goldman Sachs and the people who lift trillions of dollars of pension funds and said, if we renew deals at 108%, we become a cash machine for you. And we think that’s more valuable than a company coming out with a new cell phone in September and selling a lot of them by Christmas every year. [00:31:18] Jay McBain: The industry. And by the way, wall Street responded, Microsoft has been more valuable than Apple since. So we talk in this now multiplier language, and these are reports that we write, uh, at AMIA at canals. But talking about the partner opportunity in that customer cycle, the $6 and 40 cents you can make for every dollar of consumption, or the $7 and 5 cents you can make the $8 and 45 cents you can make. [00:31:46] Jay McBain: There’s over 24 companies speaking at this level now, and guess what? It’s not just cloud or software companies. Hardware companies are starting to speak in this language, and on January 25th, Cisco, you know, probably second to Microsoft in terms of trust built with the channel globally is moving to a full point system. [00:32:09] Jay McBain: So these are the changes that happen fast. But your QBR with your partners now less about drinking beers at the hotel lobby bar and talking dollar by dollar where these opportunities are. So if you’re doing 3.2 of these things, let’s build out a, uh, a play where you can make $3 for every dollar that we make. [00:32:28] Jay McBain: And you make that profitably. You make it in sticky, highly retained business, and that’s the model. ’cause if you make $3 for every dollar. We make, you’re gonna win Partner of the year, and if you win partner of the year, that piece of glass that you win on stage, by the time you get back to your table, you’re gonna have three offers to buy your business. [00:32:51] Jay McBain: CDW just bought a w. S’s Partner of the Year. Insight bought Google’s eight time partner of the year. Presidio bought ServiceNow’s, partner of the year over and over and over again. So I’m at Octane, I’m at CrowdStrike, I’m at all these events in Vegas every week. I’m watching these partners of the year. [00:33:05] Jay McBain: And I’m watching as the big resellers. I’m watching as the GSIs and the m and a folks are surrounding their table after, and they’re selling their businesses for SaaS level valuations. Not the one-to-one service valuation. They’re getting multiples because this is the new future of our industry. This is platform economics. [00:33:25] Jay McBain: This is winning and platforms for partners. Now, like Vince, I spent 20 minutes without talking about ai, but we have to talk about ai. So the next 20 years as it plays out is gonna play out in phases. And the first thing you know to get it out of the way. The first two years since that March of 23, has been underwhelming, to say the least. [00:33:47] Jay McBain: It’s been disappointing. All the companies that should have won the biggest in AI have been the most disappointing. It’s underperformed the s and p by a considerable amount in terms of where we are. And it goes back to this. We always overestimate the first two years, but we underestimate the first 10. [00:34:07] Jay McBain: If you wanna be the point in time person and go look at that 1983 PC or the 1995 internet or that 2007 iPhone or that whatever point in time you wanna look at, or if you want to talk about hallucinations or where chat chip ET version five is version, as opposed to where it’s going to be as it improves every six months here on in. [00:34:30] Jay McBain: But the fact of the matter is, it’s been a consumer trend. Nvidia got to be the most valuable company in the world. OpenAI was the first company to 2 billion users, uh, in that amount of speed. It’s the fastest growing product ever in history, and it’s been a consumer win this trillions of dollars to get it thrown around in the press releases. [00:34:49] Jay McBain: They’re going out every day, you know, open ai, signing up somebody new or Nvidia, investing in somebody new almost every single day in hundreds of billions of dollars. It is all happening really on the consumer side. So we got a little bit worried and said, is that 96% of surround gonna work in ag agentic ai? [00:35:10] Jay McBain: So we went and asked, and the good news is 88% of end customers are using partners to work through their ag agentic strategy. Even though they’re moving slow, they’re actually using partners. But what’s interesting from a partner perspective, and this is new research that out till 2030. This is the number one services opportunity in the entire tech or telco industry. [00:35:34] Jay McBain: 35.3% compounded growth ending at $267 billion in services. Companies are rebuilding themselves, building out practices, and getting on this train and figuring out which vendors they should hook their caboose to as those trains leave the station. But it kind of plays out like this. So in the next three to five years, we’re in this generative, moving into agentic phase. [00:36:01] Jay McBain: Every partner thinks internally first, the sales and marketing. They’re thinking about their invoicing and billing. They’re thinking about their service tickets. They’re thinking about creating a business that’s 10% better than their competitors, taking that knowledge into their customers and drive in business. [00:36:17] Jay McBain: But we understand that ag agentic AI, as it’s going to play out is not a product. A couple of years ago, we thought maybe a copilot or an agent force or something was going to be the product that everybody needed to buy, and it’s not a product, it’s gonna show up as a feature. So you go back in the history of feature ads and it’s gonna show up in software. [00:36:38] Jay McBain: So if you’re calling in SMB, maybe you’re calling on a restaurant. The restaurant isn’t gonna call OpenAI or call Microsoft or call Nvidia directly. They’re running their restaurant. And they may have chosen a platform like Toast Square, Clover, whatever iPads people are running around with, runs on a platform that does everything in their business, does staffing, does food ordering, works with Uber Eats, does everything end to end? [00:37:08] Jay McBain: They’re gonna wait to one of those platforms, dries out agent AI for them, and can run the restaurant more effectively, less human capital and more consistently, but they wait for the SaaS platform as you get larger. A hundred, 150 people. You have vice presidents. Each of those vice presidents already have a SaaS stack. [00:37:28] Jay McBain: I talked about Salesforce, ServiceNow, Workday, et cetera. They’ve already built that seven layer model and in some cases it’s 70 layers. But the fact is, is they’re gonna wait for those SaaS layers to deliver ag agentic to them. So this is how it’s gonna play out for the next three and a half, three to five years. [00:37:45] Jay McBain: And partners are realizing that many of them were slow to pick up SaaS ’cause they didn’t resell it. Well now to win in this next three to half, three to five years, you’re gonna have to play in this environment. When you start looking out from here, the next generation, you know, kind of five through 15 years gets interesting in more of a physical sense. [00:38:06] Jay McBain: Where I was yesterday talking about every IOT device that now is internet access, starts to get access to large language models. Every little sensor, every camera, everything that’s out there starts to get smart. But there’s a point. The first trillionaire, I believe, will be created here. Elon’s already halfway there. [00:38:24] Jay McBain: Um, but when Bill Gates thought there was gonna be a PC in every home, and IBM thought they were gonna sell 10,000 to hobbyists, that created the richest person in the world for 20 years, there will be a humanoid in every home. There’s gonna be a point in time that you’re out having drinks with your friends, and somebody’s gonna say, the early adopter of your friends is gonna say. [00:38:46] Jay McBain: I haven’t done the dishes in six weeks. I haven’t done the laundry. I haven’t made my bed. I haven’t mowed the lawn. When they say that, you’re gonna say, well, how? And they’re gonna say, well, this year I didn’t buy a new car, but I went to the car dealership and I bought this. So we’re very close to the dexterity needed. [00:39:05] Jay McBain: We’ve got the large language models. Now. The chat, GPT version 10 by then is going to make an insane, and every house is gonna have one of the. [00:39:17] Jay McBain: This is the promise of ai. It’s not humanoid robots, it’s not agents. It’s this. 99% of the world’s business data has not been trained or tuned into models yet. Again, this is the slow moving business. If you want to think about the 99% of business data, every flight we’ve all taken in this room sits on a saber system that was put in place in 1964. [00:39:43] Jay McBain: Every banking transaction, we’ve all made, every withdrawal, every deposit sits on an IBM mainframe put in place in the sixties or seventies. 83% of this data sits in cold storage at the edge. It’s not ready to be moved. It’s not cleansed, it’s not, um, indexed. It’s not in any format or sitting on any infrastructure that a large language model will be able to gobble up the data. [00:40:10] Jay McBain: None of the workflows, none of the programming on top of that data is yet ready. So this is your 10 to 20 year arc of this era that chat bot today when they cancel your flight is cute. It’s empathetic, it feels bad for you, or at least it seems to, but it can’t do anything. It can’t book you the Marriott and get you an Uber and then a 5:00 AM flight the next morning. [00:40:34] Jay McBain: It can’t do any of that. But more importantly, it doesn’t know who you are. I’ve got 53 years of flights under my belt and they, I’m the person that get me within six hours of my kids and get me a one-way Hertz rental. You know, if there’s bad weather in Miami, get me to Tampa, get me a Hertz, I’m driving home, I’m gonna make it home. [00:40:56] Jay McBain: I’m not the 5:00 AM get me a hotel person. They would know that if they picked up the flights that I’ve taken in the past. Each of us are different. When you get access to the business data and you become ag agentic, everything changes. Every industry changes because of this around the customers. When you ask about this 35% growth, working on that data, working in traditional consulting and design and implementation, working in the $7 trillion of infrastructure, storage, compute, networking, that’s gonna be around, this is a massive opportunity. [00:41:30] Jay McBain: Services are gonna continue to outgrow products. Probably for the next five to 10 years because of this, and I’m gonna finish here. So we talked a lot about quantifying names, faces, places, and I think where we failed the most as ultimate partners is underneath the tam, which every one of our CEOs knows to the decimal point underneath the TAM that our board thinks they’re chasing. [00:41:59] Jay McBain: We’ve done a very poor job. Of talking about the available markets and obtainable markets underneath it, we, we’ve shown them theory. We’ve shown them a bunch of, you know, really smart stuff, and PowerPoint slides up the wazoo, but we’ve never quantified it for them. If they wanna win, if they want to get access, if they want to double their pipeline, triple their pipeline, if they wanna start winning more deals, if they wanna win deals that are three times larger, they close two times faster. [00:42:31] Jay McBain: And they renew 15% larger. They have to get into the available and obtainable markets. So just in the last couple weeks I spoke at Cribble, I spoke at Octane, I spoke at CrowdStrike Falcon. All three of those companies at the CEO level, main stage use those exact three numbers, three x, two x, 15%. That’s the language of platforms, and they’re investing millions and millions and millions of dollars on teams. [00:42:59] Jay McBain: To go build out the Sam Andal in name spaces and places. So you’ve heard me talk about these 28 moments a lot. They’re the ones that you spend when you buy a car. Some people spend one moment and they drive to the Cadillac dealership. ’cause Larry’s been, you know, taking care of the family for 50 years. [00:43:18] Jay McBain: Some people spend 50 moments like I do, watching every YouTube video and every, you know, thing on the internet. I clear the internet cover to cover. But the fact is, is every deal averages around these 28 moments. Your customer, there’s 13 members of the buying committee today. There’s seven partners and they’re buying seven things. [00:43:37] Jay McBain: There’s 27 things orchestrating inside these 28 moments. And where and how they all take place is a story of partnering. So a couple of years ago, canals. Latin for channel was acquired by amia, which is a part of Informa Tech Target, which is majority owned by Informa. All that being said, there’s hundreds of magazines that we have. [00:44:00] Jay McBain: There’s hundreds of events that we run. If somebody’s buying cybersecurity, they probably went to Black Hat or they probably went to GI Tech. One of these events we run, or one of the magazines. So we pick up these signals, these buyer intent signals as a company. Why did they wanna, um, buy a, uh, a Canals, which was a, you know, a small analyst firm around channels? [00:44:22] Jay McBain: They understood this as well. The 28 moments look a lot like this when marketers and salespeople are busy filling in the spots of every deal. And by the way, this is a real deal. AstraZeneca came in to spend millions of dollars on ASAP transformation, and you can start to see as the customer got smart. [00:44:45] Jay McBain: The eBooks, they read the podcasts, they listened to the events they went to. You start to see how this played out over the long term. But the thing we’ve never had in our industry is the light blue boxes. This deal was won and lost in December. In this particular case, NTT software won and Yash came in and sold the customer five projects. [00:45:07] Jay McBain: The millions of dollars that were going to be spent were solved here. The design and architecture work was all done here. A couple of ISVs You see in light blue came in right at the end, deal was closed in April. You see the six month cycle. But what if you could fill in every one of the 28 boxes in every single customer prospect that your sales and marketing team have? [00:45:30] Jay McBain: But here’s the brilliance of this. Those light blue boxes didn’t win the deals there. They won the deals months before that. So when NTT and Software one walked into this deal. They probably won the deal back in October and they had to go through the redlining. They had to go through the contracting, they had to go through all the stuff and the Gantt chart to get started. [00:45:54] Jay McBain: But while your CMO is getting all excited about somebody reading an ebook and triggering an MQL that the sales team doesn’t want, ’cause it’s not qualified, it’s not sales qualified, you walk in and say, no, no. This is a multimillion deal, dollar deal. It’s AstraZeneca. I know the five partners that are coming in in December to solidify the seven layers, and you’re walking in at the same time as the CMOs bragging about an ebook. [00:46:21] Jay McBain: This changes everything. If we could get to this level of data about every dollar of our tam, we not only outgrow our competitors, we become the platforms of the next generation. Partnering and ultimate partnering is all here. And this is what we’re doing in this room. This is what we’re doing over these couple of days, and this is what, uh, the mission that Vince is leading. [00:46:43] Jay McBain: Thank you so much. [00:46:47] Vince Menzione: Woo. Day in the house. Good to see you my friend. Good to see you. Oh, we’re gonna spend a couple minutes. Um, I’m put you in the second seat. We’re gonna put, we’re gonna make it sit fireside for a minute. Uh, that was intense. It was pretty incredible actually, Jay. And so I’m, I think I wanna open it up ’cause we only have a few minutes just to, any questions? [00:47:06] Vince Menzione: I’m sure people are just digesting. We already have one up here. See, [00:47:09] Question: Jay knows I’m [00:47:10] Vince Menzione: a question. I love it. We, I don’t think we have any I can grab a mic, a roving mic. I could be a roving mic person. Hold on. We can do this. This is not on. [00:47:25] Vince Menzione: Test, test. Yes it is. Yeah. [00:47:26] Question: Theresa Carriol dared me to ask a question and I say, you don’t have to dare me. You know, I’m going to Anyway. Um, so Jay, of the point of view that with all of the new AI players that strategic alliances is again having a moment, and I was curious your point of view on what you’re seeing around this emergence and trend of strategic alliances and strategic alliance management. [00:47:52] Question: As compared to channel management. And what are you seeing in terms of large vendors like AWS investing in that strategic alliance role versus that channel role training, enablement, measurement, all that good stuff? [00:48:06] Jay McBain: Yeah, it’s, it’s a great question. So when I told the story about toast at the restaurant or Square or Clover, they’re not call, they’re not gonna call open AI or Nvidia themselves either. [00:48:17] Jay McBain: When you look out at the 250,000 ISVs. That make up this AI stack, there is the layers that happen there. So the Alliance with AWS, the alliance they have with Microsoft or Google is going to be how they generate agent AI in their platforms. So when I talk about a seven layer stack, the average deal being seven layers, AI is gonna drive this to nine, and then 11, then probably 13. [00:48:44] Jay McBain: So in terms of how alliances work, I had it up there as one of the five core strategies, and I think it’s pretty even. You can have the best alliances in the world, but if the seven partners trusted by the customer don’t know what that alliance is and the benefits to the customer and never mention it, it’s all for Naugh. [00:49:00] Jay McBain: If you’re go-to market, you’re co-selling, your co-marketing strategies are not built around that alliance. It’s all for naught. If the integration and the co-innovation, the co-development, the all the co-creation work that’s done inside these alliances isn’t translated to customer outcomes, it’s all for naugh. [00:49:17] Jay McBain: These are all five parallel swim lanes. All five are absolutely critically needed. And I think they’re all five pretty equally weighted in terms of needing each other. Yes. To be successful in the era of platforms. Yeah. [00:49:32] Vince Menzione: And the problem is they’re all stove pipe today. If, if at all. Yeah. Maintained, right. [00:49:36] Vince Menzione: Alliances is an example. Channels and other example. They don’t talk to one another. Judge any, we’ve got a mic up here if anybody else has. Yep. We have some questions here, Jacqueline. [00:49:51] Question: So when we’re developing our channel programs, any advice on, you know, what’s the shift that we should make six months from now, a year from now? The historical has been bronze, silver, gold, right? And you’ve got your deal registration, but what’s the future look like? [00:50:05] Jay McBain: Yeah, so I mean, the programs are, are changing to, to the point where the customer should be in the middle and realizing the seven partners you need to win the deal. [00:50:15] Jay McBain: And depending on what category of product you’re in, security, how much you rely on resell, 91.6%. You know, the channel partners are gonna be critical where the customer spends the money. And if you’re adding friction to that process, you’re adding friction in terms of your growth. So you know, if you’re in cybersecurity, you have to have a pretty wide open reseller model. [00:50:39] Jay McBain: You have to have a wide open distribution model, and you have to make sure you’re there at that point of sale. While at the same time, considering the other six partners at moment 12 who are in either saying nice things about you or not, the customer might even be starting with you. ’cause there is actually one thing that I didn’t mention when I showed the 28 moments filled in. [00:51:00] Jay McBain: You’ll notice that the customer went to AWS twice direct. AWS lost the deal. Microsoft won the deal software. One is Microsoft’s biggest reseller in the world. They just acquired crayon. NTT who, who loves both had their Microsoft team go in. [00:51:18] Question: Mm. [00:51:19] Jay McBain: So I think that they went to AWS thinking it was A-W-S-S-A-P, you know, kind of starting this seven layer stack. [00:51:25] Jay McBain: I think they finished those, you know, critical moments in the middle looking at it. And then they went back to AWS kind of going probably WWTF. Yeah. What we thought was happening isn’t actually the outcome that was painted by our most trusted people. So, you know, to answer your question, listen to your partners. [00:51:43] Jay McBain: They want to be recognized for the other things they’re doing. You can’t be spending a hundred percent of the dollars at the point of sale. You gotta have a point of system that recognizes the point of sale, maybe even gold, silver, bronze, but recognizing that you’re paying for these other moments as well. [00:51:57] Jay McBain: Paying for alliances, paying for integrations and everything else, uh, in the cyber stack. And, um, you know, recognizing also the top 1000. So if I took your tam. And I overlaid those thousand logos. I would be walking into 2026 the best I could of showing my company logo by logo, where 80% of our TAM sits as wallet share, not by revenue. [00:52:25] Jay McBain: Remember, a million dollar partner is not a million dollar partner. One of them sells 1.2 million in our category. We should buy them a baseball cap and have ’em sit in the front row of our event. One of them sells $10 million and only sells our stuff if the customer asks. So my company should be looking at that $9 million opportunity and making sure my programs are writing the checks and my coverage. [00:52:48] Jay McBain: My capacity and capability planning is getting obsessed over that $9 million. My farmers can go over there, my hunters can go over here, and I should be submitting a list of a thousand sorted in descending order of opportunity. Of where my company can write program dollars into. [00:53:07] Vince Menzione: Great answer. All right. I, I do wanna be cognizant of time and the, all the other sessions we have. [00:53:14] Vince Menzione: So we’ll just take one other question if there are any here and if not, we’ll let I know. Jay, you’re gonna be mingling around for a little while before your flight. I’m [00:53:21] Jay McBain: here the whole day. [00:53:22] Vince Menzione: You, you’re the whole day. I see that Jay’s here the whole day. So if you have any other questions and, and, uh, sharing the deck is that. [00:53:29] Vince Menzione: Yep. Alright. We have permission to share the deck with the each of you as well. [00:53:34] Jay McBain: Alright, well thank you very much everyone. Jay. Great to have you.

In this episode, Dr. Steve Gard, editor-in-chief of the Journal of Prosthetics and Orthotics, sits down with Tiffany Graham, MSPO, CPO, LPO, FAAOP(D), to discuss her research on the effectiveness of 3D-printed cranial remolding orthoses (CROs) for infants. Tiffany walks through the evolution of CRO design—from early fabrication techniques to today's innovative 3D-printing approaches—and shares insights from a recent study conducted in Australia. Their conversation highlights key findings showing that 3D-printed CROs are a successful treatment option for cranial deformities, with some head shapes potentially requiring longer intervention. They also explore the practical benefits of 3D-printed devices, including improved ventilation, which may offer meaningful advantages for patients in warmer climates. Show notes JPO article: Efficacy of 3D-Printed Cranial Remolding Orthosis for Infants in Australia   O&P Research Insights is produced by Association Briefings.

In this episode of Data in Biotech, Ross Katz sits down with Callie Celichowski and Isa Kupke from Veloxity Labs to discuss how their CRO leverages speed, precision, and innovation to support drug development. Learn how they use mass spectrometry, cloud-based infrastructure, and hands-on client partnerships to drive rapid, high-quality bioanalytical insights that support everything from preclinical studies to FDA submissions. What you'll learn in this episode: >> Why "speed with purpose" is essential for bioanalytical CROs supporting biotech and pharma clients >> The benefits and challenges of working with peptides and GLP-1 receptor agonists >> How the SCIEX 8600 enhances detection of low-concentration analytes Meet our guests Isa Kupke is Scientist II at Veloxity Labs, where she specializes in mass spectrometry and method development for preclinical and regulated bioanalytical programs. She also co-founded Blyde Botanics, bridging plant-based science and product development. Callie Celichowski is Senior Director of Business Development at Veloxity Labs, with over two decades in the pharmaceutical and CRO space. She's recognized for building strategic client partnerships and driving rapid, data-driven decision-making. About the host Ross Katz is Principal and Data Science Lead at CorrDyn. Ross specializes in building intelligent data systems that empower biotech and healthcare organizations to extract insights and drive innovation. Connect with Our Guest: Sponsor: CorrDyn, a data consultancyConnect with Isa Kupke on LinkedIn Connect with Callie Celichowski on LinkedIn  Connect with Us: Follow the podcast for more insightful discussions on the latest in biotech and data science.Subscribe and leave a review if you enjoyed this episode!Connect with Ross Katz on LinkedIn Sponsored by… This episode is brought to you by CorrDyn, the leader in data-driven solutions for biotech and healthcare. Discover how CorrDyn is helping organizations turn data into breakthroughs at CorrDyn.

Revenue teams are dealing with more tools, more data, more automation - and more pressure - than ever before. Growth isn't just about selling better anymore. It's about how the entire revenue engine actually works.For the first time, RevOps isn't a background function — it's shaping how companies grow, scale, and make decisions.In this episode of the Belkins Podcast, Michael Maximoff sits down with Jen Igartua, Founder & CEO of Go Nimbly, to unpack what's really happening inside modern revenue organizations — and why RevOps is suddenly at the center of it all.Jen has helped architect revenue systems for some of the most respected SaaS companies in the world, including Twilio, Zendesk, Snowflake, Intercom, and Superhuman. But this conversation isn't about theory or frameworks. It's about what breaks when companies scale, where AI actually helps (and where it creates chaos), and why the future of sales, marketing, and RevOps looks very different than most teams expect.What you'll learn in this episode:Why RevOps is having a moment — and how rising complexity, AI adoption, and executive pressure have pushed RevOps into a strategic roleWhat Revenue Operations actually does beyond automation, reporting, and tooling — including enablement, strategy, and protecting the customer experienceHow AI is changing RevOps teams — from workflow automation and data architecture to the risks of agent and automation sprawlThe real future of sales roles — why junior SDR roles are disappearing, and why business development is becoming more senior, not automated awayHow to know when your company needs RevOps — including revenue thresholds, organizational signals, and common mistakes founders make too earlyWhat strong RevOps teams get right — clean data, shared definitions, cross-functional trust, and decision-making that actually sticksThroughout the episode, Jen and Michael go deep on the messy, human side of scaling revenue — misaligned incentives, broken handoffs, over-engineered stacks, and the uncomfortable truth that most companies don't actually have a single view of the customer.This isn't a hype conversation about tools. It's a grounded look at how modern revenue organizations are being rebuilt — and why RevOps is now one of the most critical functions inside growing B2B companies.Chapters:00:00- Intro: Who is Jen Igartua03:17- What is RevOps?09:25- AI Changed RevOps: AIOps, When to Hire RevOps, Build vs Outsource17:25- Workflow Automation Is Getting Out of Control24:02- What's Next: Platform Consolidation in RevOps27:46- Clay, HubSpot, and the Reality of the Modern RevOps Stack33:48- The Limits of AI in Sales & Marketing39:25- How SDRs, Marketing, and Social Selling Are Merging49:50- RevFest: Building Real RevOps Community01:00:49- Go Nibly's Evolution and Strategy01:12:44- Curated Dinners as Acquisition Strategies01:21:26- Creativity, Leadership, and “Follow the Fun”About the ShowWhat does it really take to grow a B2B business today? We ask the people doing it.The Belkins Podcast dives deep into the strategies, decisions, and behind-the-scenes insights driving real growth at top B2B companies. Each episode features candid conversations with industry heavyweights — CROs, CMOs, founders, and seasoned operators — who've navigated market downturns, scaled teams, and dealt with the realities of modern revenue growth.You'll hear hard truths, unfiltered insights, and actionable perspectives from leaders who've actually built and operated revenue engines at scale.

In this episode of Future Fuzz, Vince Quinn dives into counter positioning with Shawn Malloy, VP of Marketing at Lindus Health, a company challenging the norms of clinical trials. Shawn unpacks what it means to be an "anti-CRO" in a highly regulated, legacy-dominated industry. He shares how Lindus is transforming clinical research by integrating technology, aligning incentives, and cutting out outdated inefficiencies. This conversation is a must-listen for marketers interested in challenger brand strategy, healthcare disruption, or just building something radically better.Guest BioShawn Malloy is the VP of Marketing at Lindus Health, a company redefining how clinical trials are run by taking on legacy CROs with speed, transparency, and integrated tech. With a background in engineering and late-stage drug development, Shawn brings deep industry experience from his time at large pharmaceutical companies. His unique perspective, having worked both in product development and now on the marketing frontlines, fuels his passion for creating meaningful, customer-centric change in the healthcare space.TakeawaysLegacy clinical research organizations (CROs) are ripe for disruption.Lindus Health aligns incentives through performance-based pricing.Owning the tech stack reduces delays and improves trial outcomes.Challenger brands must deeply understand customer pain points.Experience on “the other side” boosts credibility and marketing empathy.Education is key when reintroducing a new category or anti-position.Chapters 00:00 – Intro: What is an Anti-CRO? 01:32 – Why CROs are Broken 03:45 – Stagnation in Clinical Trial Methods 05:30 – Counter Positioning: Shaking Up the Industry 07:19 – Educating the Market on New Models 08:25 – Broken Incentives and Overruns 09:40 – Vertical Integration: Lindus's Full Tech Stack 11:00 – Shawn's Shift from Engineering to Marketing 13:45 – Empathy Through Firsthand Experience 16:30 – Building a Challenger Brand: Where to Start 18:38 – Connect with ShawnLinkedIn⁠⁠Follow Shawn Malloy on LinkedIn here Follow Vince Quinn on LinkedIn here

In this episode, Warren speaks with Dr. Grant Van Ulbrich, the world's first doctor of Sales Transformation. They discuss a critical gap in the modern revenue landscape: while other business functions have deep academic rigor, sales education has remained largely stagnant since the 1980s. Grant explains why traditional "tips and tricks" no longer work on informed buyers and why a shift from transactional interactions to genuine value alignment is necessary for business survival.The conversation dives into the psychology of change and Grant's "Scared So What" methodology. Most leaders manage operations, not emotions, yet sales is fundamentally an act of imposing change. Grant breaks down how understanding personal reactions to change allows revenue leaders to move from simply telling teams what to do to empowering them through transformational leadership. This approach helps teams navigate the fear of new strategies and structures.Grant shares insights from the global cruise industry, revealing how shifting focus from internal agendas to customer needs dramatically improved sales effectiveness. He highlights the dangers of "product dumping" and the importance of co-creation. By treating sales as a coaching opportunity rather than a coercion tactic, organizations can align internal culture with the external customer experience to ensure a consistent brand promise across all channels.Finally, the discussion offers actionable advice for CEOs and CROs on navigating organizational restructuring. They explore why high-performing individual contributors often struggle in leadership roles without the right psychological tools. This episode is essential for executives looking to modernize their go-to-market strategy, foster a culture of ownership among their teams, and utilize science-backed frameworks to drive sustainable revenue growth.

In this episode, we sit down with Simon Arkell, an experienced AI software company founder whose work sits at the intersection of artificial intelligence, biopharma, and cancer research. Simon is the co-founder of multiple venture-backed companies including Deep Lens, Predixion Software, and Versifi, which together raised over $100M and were all successfully acquired. Simon shares the story behind his latest company, Ryght, an agentic AI platform transforming how biopharma companies and CROs accelerate drug development. Ryght connects sponsors to a real-time, global network of AI-powered research sites known as AI Site Twins, enabling faster site selection, smarter feasibility, reduced costs, and compressed clinical timelines across all therapeutic areas and geographies. Beyond technology and startups, Simon's journey is remarkable. From arriving in the United States on a pole vaulting scholarship to becoming an Olympian representing Australia at two Olympic Games, three World Championships, and more, he explains how elite athletics shaped his mindset for entrepreneurship, leadership, and resilience. We also explore Simon's philanthropic work with Megan's Wings, supporting families of children diagnosed with cancer, and his initiative Olympians in Business, a growing community helping elite athletes transition into successful business careers. This conversation dives deep into AI in healthcare, venture-backed startups, drug development innovation, founder lessons, and how world-class performance in sports translates into building impactful companies. Host: Jake Aaron Villarreal, leads the top AI Recruitment Firm in Silicon Valley www.matchrelevant.com, uncovering stories of funded startups and goes behinds to scenes to tell their founders journey.  If you are growing AI Startup or have a great storytelling, email us at: jake.villarreal@matchrelevant.com

In this episode, I chat with Tom Stearns, a consultant to CEOs and CROs, about how mentorship helped him redefine and scale his business.   Tom shares how he gained clarity, focused on the right clients, shortened sales cycles, increased deal sizes, and walked away from boring work, all while achieving a four-day workweek. Whether you're a founder, sales leader, or consultant looking for practical strategies to grow your business and work smarter, Tom's story offers actionable insights and inspiration.   Contact team@principledselling.com Contact Tom https://www.linkedin.com/in/tomstearns/    

What happens when a GPCR bench scientist becomes a global connector in biotech? In this episode, Dr. Yamina Berchiche shares her inspiring journey from academia to industry, and how her passion for communication and community-building led her to found the Dr. GPCR ecosystem. With over 20 years in GPCR pharmacology across academia and biotech, Yamina blends deep scientific insight with entrepreneurial vision. Learn how she transitioned out of the lab, embraced marketing and sales, and now supports scientists and CROs through strategic consulting. You'll hear about: The origin of the Dr. GPCR podcast and how it grew into a global platform Yamina's leap from postdoc to sales, and why she left the bench How PhDs can reframe their skills to lead in industry settings Communication lessons from the world of scientific marketing Her thoughts on personal branding and building connections in biotech Whether you're exploring non-academic careers for PhDs or looking to amplify your science communication impact, this episode offers a grounded look at finding purpose beyond the pipette.  

Don't know what the hell CRO and experimentation is? Trying to understand the basic concepts and process? We gotchu. Rommil "The Thrill" Santiago and Shiva Manjunath went into all the common topics, and we can even help you explain this to others who might not fully understand what you do in CRO. Please passive aggressively share this episode to people who don't understand CRO. I will fall on my sword for you. We got into:- Why CRO is seen as a Hail Mary (and why it SHOULDN'T be....)- CROs shouldn't exist. Because everyone should be doing CRO in some way- What the hell MDE really even is? And do you even need it? (Yes....yes you do)Go follow Rommil on LinkedIn:⁠https://www.linkedin.com/in/rommil/Go check out his book:https://www.experimentnation.com/prove-it-or-lose-itSign up for Experiment Nation (I'm there... he's there too I guess): https://www.experimentnation.com/Also go follow Shiva Manjunath on LinkedIn:⁠⁠⁠https://www.linkedin.com/in/shiva-manjunath/⁠⁠⁠Subscribe to our newsletter for more memes, clips, and awesome content!⁠⁠https://fromatob.beehiiv.com/

In this episode of the CRO Spotlight Podcast, Warren Zenna sits down with Amy Osmond Cook, Co-Founder and CMO at Fullcast, to tackle the pressing challenge of balancing AI innovation with authentic human connection. As revenue leaders race to adopt AI-native strategies, the risk of losing trust through impersonal automation grows. Amy shares her perspective on why technology should enhance, not replace, the creative human element in Go-To-Market motions, setting the stage for a discussion on modern leadership.Amy details the evolution of Fullcast into a comprehensive Revenue Operations platform through strategic acquisitions like Ebsta and Copy.ai. She explains how these moves allowed the company to build a fully AI-native sales performance management solution. By integrating territory planning, forecasting, and analytics, Fullcast aims to solve the fragmented tech stack issue. Amy outlines the vision behind merging these capabilities to support mid-market and enterprise revenue teams effectively.Integrating multiple companies is a complex operational challenge. Amy discusses the nuances of merging distinct cultures and leadership styles into one cohesive organization. She emphasizes the importance of clear communication, defined playbooks, and celebrating wins to align distributed teams. Her insights provide a practical blueprint for leaders managing growth through acquisition while striving to maintain a unified company identity and shared purpose across international borders.Finally, the dialogue covers the evolving landscape for revenue leaders. Warren and Amy examine the pressure on CROs to adopt AI strategies while relying on experience to guide decision-making. Amy explains how Fullcast meets customers where they are, offering flexible solutions for their specific needs. Listeners will gain a deeper understanding of the skills required to lead in the current market and how to navigate the intersection of data and intuition successfully.

2025-12-05 Hosts Dr. Amir Kalali, Craig Lipset, and Jane Myles were joined by Noelle Gaskill and Karla Polk from Tempus AI to unpack how DCTs are expanding access and accelerating research, especially in oncology. They explored how Tempus' data-connected site network, genomics capabilities, and operational model help match patients faster, streamline startup timelines, and support community practices in running complex trials.The conversation covers real-world strategies for patient activation, managing variability across sites, partnering with CROs, and enabling rural and community-based providers to participate in research. They also touched on the future: global expansion plans and how DCT approaches could extend beyond oncology into other therapeutic areas.You can join TGIF-DTRA Sessions live on LinkedIn Live on Friday's at 12:00 PM ET by checking out our LinkedIn. Follow the Decentralized Trials & Research Alliance (DTRA) on LinkedIn and X. Learn more about Membership options and our work at www.dtra.org.

Momentum is building behind New Approach Methodologies (NAMs) that offer stronger human relevance than traditional animal testing. The FDA issued on December 2 a draft guidance outlining specific product types for which the agency believes six-month non-human primate toxicity testing can be eliminated or reduced.  The guidance followed a proposed agency template for NAMs in April. There is also an initiative called the Validation and Qualification Network, with dozens of partners from regulators, like the FDA and European Commission, to Big Pharmas and CROs, such as Sanofi, Novo Nordisk, GSK and Charles River Laboratories, that had a July meeting. In addition, Reuters reported in September that AI-driven drug discovery picks up as FDA pushes to reduce animal testing.In this episode of Denatured, Jennifer C. Smith-Parker speaks to Stacey Adam, PhD, Vice President of Science Partnerships at the Foundation for the National Institutes of Health and Patrick Smith, Senior Vice President, Translational Science at Certara, to discuss the latest regulatory news and the future for NAMs development.HostJennifer Smith-Parker, Director of Insights, BioSpaceGuestsPatrick Smith, Senior Vice President, Translational Science, CertaraStacey Adam, PhD, Vice President of Science Partnerships, Foundation for the National Institutes of HealthDisclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

We all know by now that plants grown in living, thriving, life-filled soil, give us living, thriving, life-filled food... but the steps to getting there in the face of a multinational industry devoted to toxic, nutritionally empty, addictive - and highly profitable - ultra-processed 'food-like substances' are harder to see.  This week's guest, Daphne du Cros, spends her life deep in the mycelial networks of food and farming systems, bringing both into genuinely regenerative balance. Daphne is a food policy researcher, educator, and farmer. She holds a PhD in Food Policy at the Centre for Food Policy at City St. George's University of London, and a Master's in Environmental Science and Management from Toronto Metropolitan University in Canada. She is Director and Coordinator at Shropshire Good Food Partnership; Director at Light Foot Enterprises; Project Lead at Food Forward BC (where BC stands for Bishop's Castle, not British Columbia or any of the other potential options) -   and she's co-owner of Little Woodbatch CIC, a farm just outside BC that hosts the Bishop's Castle Community Seed Bank. She is the author of the town's Community Food Resilience Strategy - the only such policy in Shropshire.Daphne and I are relatively near neighbours, we have swapped seeds - her more than me - and share ideas about systems thinking and how we might evolve our world. She's deeply involved at every level from actual growing up to governmental meetings trying to get those in power to find some wisdom when it comes to food resilience, food security and all the other things we say as we try to get them to move away from the corruption innate in our system towards something that actually works in service to life. Daphne on LinkedIn https://uk.linkedin.com/in/daphne-du-cros-743128332Instagram: https://www.instagram.com/littlewoodbatch/ Shropshire Good Food Partnership:  https://www.shropshiregoodfood.org/Instagram: https://www.instagram.com/shropshiregoodfood/ Soil Ed UK: https://www.instagram.com/soil_ed_uk/  Gaia Foundation Seed Sovereignty Network: https://www.seedsovereignty.info/Serving the Public https://uk.bookshop.org/p/books/serving-the-public-the-good-food-revolution-in-schools-hospitals-and-prisons-kevin-morgan/7657661?ean=9781526180469&next=tCivil Food Resilience Report: https://nationalpreparednesscommission.uk/publications/just-in-case-7-steps-to-narrow-the-uk-civil-food-resilience-gap/  Little Woodbatch Farm https://www.littlewoodbatch.co.uk/What we offer: Accidental Gods, Dreaming Awake and the Thrutopia Writing Masterclass If you'd like to join our next Open Gathering offered by our Accidental Gods Programme it's  'Dreaming Your Year Awake' (you don't have to be a member) on Sunday 4th January 2026 from 16:00 - 20:00 GMT - details are hereIf you'd like to join us at Accidental Gods, this is the membership where we endeavour to help you to connect fully with the living web of life. If you'd like to train more deeply in the contemporary shamanic work at Dreaming Awake, you'll find us here. If you'd like to explore the recordings from our last Thrutopia Writing Masterclass, the details are here

Send us a textA birth surprise. A scramble for answers. And a mother who refused to accept “good enough” when her daughter's hearing—and future—were on the line. We sit down with EarCommunity.org founder Melissa Tumblin to unpack microtia, aural atresia, and the real costs of unilateral hearing loss that too often go unseen: delayed speech, safety risks, and the daily strain of listening with one ear in a noisy world.We walk through the early months—ABR testing, confusing terminology, and the long wait to discover bone conduction hearing devices that bypass the outer and middle ear. Melissa shares the moment Ally's device switched on and the room changed, along with the aided audiograms that moved from loss to the normal range. From there we zoom out: how to practice at the top of scope as clinicians, when to refer, and what families need to know about candidacy for bone-anchored systems, CROS, and cochlear implants.The story widens into advocacy. Coverage denials are common for people with atresia and unilateral loss, even when a device is medically necessary. Melissa explains Ally's Act—a bipartisan, bicameral bill that would require private insurance coverage for bone-anchored systems and cochlear implants, including fittings, programming, surgery, post-op care, therapy options, and five-year upgrades for qualified patients up to age 64. We discuss the small but significant population at stake, the path in Congress, and how families and professionals can help: share your story, contact lawmakers, and close the loophole that keeps people from the hearing tech they need.If you're a parent new to microtia and atresia, you'll find reassurance and practical steps. If you're a clinician, you'll find a call to raise awareness and make the right referrals. And if you care about access, you'll hear how a single family's journey became a movement for equity in hearing health. Subscribe, share with someone who needs this conversation, and leave a review to help more listeners find it. Connect with the Hearing Matters Podcast TeamEmail: hearingmatterspodcast@gmail.com Instagram: @hearing_matters_podcast Facebook: Hearing Matters Podcast

In this episode, Warren Zenna sits down with Mike Price, CRO at DTEX Systems, to explore the critical evolution from a functional salesperson to a holistic business leader. Mike shares his unique journey, influenced by an entrepreneurial upbringing, and discusses why successful CROs must view themselves as business executives first. He argues that while sales skills are foundational, the ability to understand the broader mechanics of an organization is what truly defines the modern revenue leader.A significant portion of the conversation is dedicated to the art of vetting a potential CRO opportunity. Mike provides actionable advice on how to interview the CEO, specifically regarding the company's readiness for a true Chief Revenue Officer. He warns against accepting roles that are merely "VP of Sales" with a different title and emphasizes the importance of asking why the organization believes it needs a CRO right now. This advice is vital for executives ensuring they enter an environment ready for strategic change.The discussion also delves into the paradox of ambition and control. Mike explains that true executive maturity involves the willingness to cede control to a specialized team rather than being the smartest person in the room. He draws a compelling parallel to professional sports, noting that one must love the entire "game"—including practice and preparation—not just the moments of individual glory. This mindset shift is essential for leaders who want to build autonomous, high-performing teams.Finally, the dialogue covers the necessity of experimentation and reframing failure as a necessary step toward innovation. Mike shares insights on creating an environment where strategic risks are encouraged to drive growth. To close, he outlines his current work at DTEX Systems, addressing the "last frontier" of cybersecurity: insider risk management. He explains how understanding human behavior within an organization is key to protecting intellectual property and ensuring long-term business resilience.

Scrappy ABM brings together host Mason Cosby and Yadin Porter de León, Director of Customer Stories and thought leadership over at Heroku, which is a part of Salesforce, to talk about going straight to the top of your target accounts without getting blacklisted.ㅤInstead of getting stuck in email blasts and third-party events that promise “rubbing elbows” with executives, Yadin shares a high-level framework that starts small with relationships your own C-suite already has, then builds proof points through web stories, webinars, podcasts, and thought leadership videos. The conversation walks through going top down from your CEO and bottoms up from directors and senior managers, doing the hard “eat your vegetables” work of segmentation, and mapping LinkedIn so you make it easy for leaders to say yes.ㅤThrough stories from Angel Med Flight, JetBlue, GE Healthcare, NASA Jet Propulsion Labs, Wells Fargo, Michael Dell, and a seven-figure deal, Mason and Yadin show how time and trust, podcasts, and truly helping individuals with their own goals can turn a focused ABM program into a powerful path to the C-suite.ㅤ

If your 2026 budget is starting to feel like a no-win puzzle—flat headcount, higher growth expectations, fewer resources—this episode is for you. Craig Moore of Forrester joins Drew to reveal the budgeting mistakes too many B2B CMOs are still making—and what to do instead.  From rethinking budget architecture to organizing around business outcomes, Craig shares the frameworks that enable CMOs to go beyond justifying their spend—and start leading the strategic conversation with CEOs, CFOs, and CROs.  Get ready to challenge your assumptions, realign your org, and turn your budget into a true lever for growth.  In this episode:  The big 3 budgeting mistakes CMOs make  Why campaign-based budgeting unlocks strategy  Areas of volatility in 2026  AI's Role in Budget Planning  This is just the first half of one of CMO Huddles monthly Bonus Huddles with B2B marketing strategists. To hear the rest of the conversation with Craig, visit CMO Huddles Hub on YouTube.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Behind every well-known tech company is a leader navigating pressure, uncertainty, and constant change. That's what makes this conversation with Wade Foster — Co-Founder and CEO of Zapier — stand out.Wade doesn't show up with clichés or polished CEO lines. He talks about the decisions that actually shape a $5B company: how he manages his time, how he thinks about hiring and org structure, what AI really means for Zapier, and why leadership gets harder — not easier — as the company scales.This is one of those episodes you watch if you care about real leadership, decision-making under pressure, and what it takes to build a product people depend on every day. It's grounded, tactical, and surprisingly honest.

Scrappy targeting, small segments, and extreme empathy for the audience sit at the center of this conversation on Scrappy ABM. Host Mason Cosby sits down with Tyler Lessard, CMO at Technology Advice, to move from a broad “B2B marketing leaders or demand gen leaders” ICP to focused clusters of accounts where the team can win day after day.ㅤTyler walks through breaking a market into specific industry subsegments like cybersecurity software vendors and HR tech vendors, backing those choices with win rates, average deal size, and field-level sales feedback. The discussion follows how in-person activations at industry conferences, niche newsletters, and original buyer insights research become “reasons to reach out” for sales and SDR teams. Along the way, Mason and Tyler highlight small, specific ABM programs with one rep and a handful of target accounts, measuring success by whether the right people at the right accounts show up, engage, ask questions, and move into real conversations.ㅤ

In this episode of CRO Spotlight, Warren Zenna sits down with Christian Gerron, Chief Revenue Officer at StackAdapt. They dive into the complexities of the programmatic ad tech space, a market saturated with thousands of players. Christian explains how StackAdapt differentiates itself by moving beyond a simple DSP to become a unified "operating system," helping marketers reduce friction and increase ROI by integrating first-party data, programmatic, and measurement tools in one platform.Christian shares his unconventional journey into the C-suite, starting his career in finance at Microsoft before transitioning to sales and operations. He defines the CRO role not as a "super seller" but as an operator responsible for building and tuning the entire revenue "machine." This connected ecosystem includes sales, client services, analytics, and RevOps, all working in unison. He discusses why the authority to execute and drive impact is the true motivator for top revenue leaders.How do you execute in such a cutthroat market? Christian details the GTM transformation at StackAdapt. He describes moving the team from a generalist approach—where everyone targeted the same high-value territories—to a specialized and segmented model. By implementing focused territories, specializing by vertical (like B2B or healthcare), and splitting teams into "hunters" (new business) and "farmers" (account growth), the revenue org achieved faster, more efficient growth.Christian emphasizes that talent and culture are the ultimate differentiators. At StackAdapt, the hiring process is designed to find functional competency while actively filtering out "politics players" to protect a culture of trust and speed. He concludes with powerful advice for both aspiring CROs (focus on operational rigor and talent) and the CEOs hiring them (find a true "business leader" who thinks in systems, and then give them the autonomy to build the machine).

Joel's LinkedIn: https://www.linkedin.com/in/joelwhite01?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appQ3 Recap Slides: https://www.linkedin.com/posts/joelwhite01_q3-2025-recap-activity-7396874466405933056-BvuR?utm_medium=ios_app&rcm=ACoAAAMXVmgBnc7UoIJwJXEE-js1R9q6H1Qczc8&utm_source=social_share_send&utm_campaign=copy_linkThe worst acquisition article: https://www.linkedin.com/pulse/worst-acquisition-joel-white-ytawc?utm_source=share&utm_medium=member_ios&utm_campaign=share_viaInato: https://go.inato.com/3VnSro6CRIO: http://www.clinicalresearch.ioMy PatientACE recruitment company: https://patientace.com/Join me at my conference! http://www.saveoursites.comText Me: (949) 415-6256Listen on Spotify: https://open.spotify.com/show/7JF6FNvoLnBpfIrLNCcg7aGET THE BOOK! https://www.amazon.com/Comprehensive-Guide-Clinical-Research-Practical/dp/1090349521/ref=sr_1_1?keywords=Dan+Sfera&qid=1691974540&s=audible&sr=1-1-catcorrText "guru" to 855-942-5288 to join VIP list!My blog: http://www.TheClinicalTrialsGuru.comMy CRO and Site Network: http://www.DSCScro.comMy CRA Academy: http://www.TheCRAacademy.comMy CRC Academy: http://www.TheCRCacademy.comLatinos In Clinical Research: http://www.LatinosinClinicalResearch.comThe University Of Clinical Research: https://www.theuniversityofclinicalresearch.com/My TikTok: DanSfera

In this episode of Molecule to Market, your host Raman Sehgal discusses the pharmaceutical and biotechnology supply chain with Jean-François Brepson, Chief Executive Officer at PathoQuest. The conversation covers: Navigating 20 years of global leadership roles at Ipsen before moving from the corporate world into an investor-led entrepreneurial adventure The tough decision to refocus PathoQuest from diagnostics into a pure play CRO and pharma services business How a major strategic partnership transformed the company's trajectory and why Jean sees partnerships as a competitive weapon Riding the tailwind of the FDA's move away from animal testing and offering something game-changing in the CMC and GMP space The opportunities ahead for CROs and CDMOs in helping unlock the next wave of innovation Jean-François Brepson is a dedicated leader with deep experience in biotechnology and pharmaceuticals. Since becoming CEO of PathoQuest in 2015, he has built the company into a leading global CRO specializing in quality control of biological drugs using Next Generation Sequencing (NGS). Over his career, he has advanced innovative technologies and solutions that bridge scientific progress with real-world application. Prior to joining PathoQuest, Jean was Senior Vice President at Ipsen, where he led the global GI-Oncology and Endocrinology franchise.   Molecule to Market is sponsored by Bora Pharma, Charles River, and Lead Candidate. Please subscribe, tell your industry colleagues, and help us celebrate the value of the global life science outsourcing space. We'd also appreciate a positive rating!

To get more insights about clinical research technology from a vendor's perspective, I invited Mike Wenger on the Clinical Trial Podcast. Mike Wenger is a software developer with over 15 years of experience creating innovative solutions in clinical research.  At the Michael J. Fox Foundation for Parkinson's Research, he worked to connect Parkinson's patients with clinical studies.  He later developed Citeline Connect, bridging patient recruitment companies with pharmaceutical organizations, and founded VersaTrial to streamline clinical trial site workflows.  Mike is currently the Chief Innovation Officer at CRIO, an intuitive eSource solution that collects data directly at the point of patient interaction to lighten site burden while driving protocol compliance. Please join me in welcoming Mike on the Clinical Trial Podcast. This podcast is brought to you by Florence Healthcare. Florence eliminates chaotic workflows in clinical research operations with remote access and digital workflow platforms. More than 37,000 study sites, sponsors, and CROs in 90 countries trust them to accelerate their operations. To learn more, visit https://florencehc.com  This podcast is brought to you by Calyx. Calyx is a trusted name in medical imaging, having delivered imaging services to meet the needs of global biopharmaceutical sponsors and clinical research organizations for over 25 years. To learn more, visit https://www.calyx.ai/  

Nancy Carlyle Harlan is an award-winning ABM and B2B marketing consultant with a track record of driving transformative growth in high-tech SaaS. With expertise spanning ABM, Executive Marketing, and Customer Lifecycle Marketing, she has designed and scaled programs that consistently deliver measurable impact. A strategic and innovative leader, Nancy has led global ABM strategy at leading technology firms Qlik and UiPath. Watch this episode and learn:How to protect and grow your top 20% accountsWhy ABM is a revenue multiplier for resilience, retention, and expansionWhat the “Swarm ABM” model looks like for uniting Sales, Marketing, and CSHow to measure ABM success beyond pipeline with metrics that CROs value

Recorded live at American Society of Nephrology's Kidney Week 2025, this episode of Moving Medicine Forward features Courtney Cordaro, Director of Therapeutic Strategy at CTI, and Morgan Terry, Site Director at Eastern Nephrology Associates. Together, they discuss what drives a healthy and productive partnership between clinical research sites and CROs, the critical role of communication, and how both sides can adapt to the evolving landscape of nephrology trials.  01:31 What defines a strong site-CRO relationship 01:49 Key elements of a successful partnership 02:32 The importance of consistency and communication in nephrology research 03:33 How CRO staff changes affect timelines and site efficiency 04:09 Common misconceptions CROs have about sites 05:23 Behaviors and practices that show a CRO's understanding and build trust 06:31 How an effective CRO response can shape stronger partnerships 07:35 Why minimal turnover and familiarity with site processes are key to building long-term trust 09:05 Adapting to decentralized trials by leveraging strategies for remote monitoring and precision medicine 10:37 Highlighting collaboration and adaptability as keys to success 

In this episode of Medsider Radio, we sat down with Somer Baburek, CEO and co-founder of Hera Biotech. Hera is developing AI-driven tissue diagnostics for conditions that disproportionately affect women, including endometriosis and cervical cancer.Before launching Hera, Somer spent nearly a decade in venture capital, where she evaluated early-stage medtech startups and learned what separates the survivors from the rest.In this conversation, Somer explains how Hera designed global clinical pathways that balance cost and credibility, why boutique CROs can outperform big names, and how a pre-commercial startup completed three strategic acquisitions using equity and brand trust rather than cash.Before we dive into the discussion, I wanted to mention a few things:First, if you're into learning from medical device and health technology founders and CEOs, and want to know when new interviews are live, head over to Medsider.com and sign up for our free newsletter.Second, if you want to peek behind the curtain of the world's most successful startups, you should consider a Medsider premium membership. You'll learn the strategies and tactics that founders and CEOs use to build and grow companies like Silk Road Medical, AliveCor, Shockwave Medical, and hundreds more!We recently introduced some fantastic additions exclusively for Medsider premium members, including playbooks, which are curated collections of our top Medsider interviews on key topics like capital fundraising and risk mitigation, and 3 packages that will help you make use of our database of 750+ life science investors more efficiently for your fundraise and help you discover your next medical device or health technology investor!In addition to the entire back catalog of Medsider interviews over the past decade, premium members also get a copy of every volume of Medsider Mentors at no additional cost, including the latest Medsider Mentors Volume VII. If you're interested, go to medsider.com/subscribe to learn more.Lastly, if you'd rather read than listen, here's a link to the full interview with Somer Baburek.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Lori Flaherty and Bill Coller of Paychex about how the ERM Team serves as the "conscience" of Paychex and how it operates within the organization. Some of the topics include winning the RIMS ERM Global Award of Distinction in 2024, structured peer reviews, risk rotation, a strong culture of risk management, interviewing new team members, fostering curiosity, and preparing for mergers and acquisitions. They talk about having the ear of the executive team and promoting a culture of risk management for the entire organization. Listen for tips on presenting to an audience of ERM practitioners.   Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. I'm delighted to be joined by Lori Flaherty and Bill Coller of the ERM Team at Paychex. They won the RIMS Global ERM Award of Distinction in 2024. We're going to talk all about their risk and RM philosophies. But first… [:53] The next RIMS-CRMP-FED Exam Prep with AFERM will be held on December 3rd and 4th. The next RIMS-CRMP Exam Prep with PARIMA will be held on December 4th and 5th. These are virtual courses. [1:10] Links to these courses can be found through the Certifications page of RIMS.org and through this episode's show notes. [1:18] RIMS Virtual Workshops! On November 19th and 20th, Ken Baker will lead the two-day course, "Applying and Integrating ERM." [1:31] "Managing Data for ERM" will be led again by Pat Saporito. That session will start on December 11th. Registration closes on December 10th. RIMS members always enjoy deep discounts on the virtual workshops. [1:46] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:59] The RIMS ERM Conference 2025 will be on November 17th and 18th in Seattle, Washington. The agenda is live, and this is the last week to register so click the registration link in this episode's show notes or visit the events page on RIMS.org. [2:16] The RIMS-CRMP Exam Prep will be held on-site, on November 15th and 16th in Seattle. You can learn more by clicking the link in this episode's show notes. [2:29] On with the show! Our guests today are winners of the RIMS Global Award of Distinction in 2024. Bill Coller and Lori Flaherty are past presenters at the RIMS ERM Conference. [2:44] They let us into their thought process a little bit this year in the RIMS ERM Q&A Series, with an interview titled, "Risk Optimized Decision-Making at Paychex." We will expand on that dialog a bit here today on RIMScast, so Let's get to it! [3:03] Interview! Lori Flaherty and Bill Coller, welcome to RIMScast! [3:21] Lori and Bill were winners of the RIMS ERM Global Award of Distinction in 2024, in Boston. [3:42] ERM is a passion for Lori and Bill. Bill says, You have to love it to be in it as long as we've been in it. It's always something new every day. There's always some new challenge that we have to keep our eyes on. [4:07] Lori has been in risk management, in different roles, for a little over 25 years. She has been with Paychex for eight years, leading the ERM Team. [4:31] Bill has been in risk management for over 20 years. He has been in the ERM space for about four years. [4:53] Lori loves the diversity on her team. In an ERM program, you need a diverse team without groupthink. Bill and Lori are not the same at all, and they complement each other. Bill agrees. [5:42] Lori says the whole risk organization at Paychex has more than 800 people, some were added due to the recent acquisition of Paycor. The ERM Team has about 10 people. [6:21] Justin says listeners can learn about the contributions Lori and Bill made during a complex and time-consuming acquisition by checking out the ERM Q&A from 2025, "Risk Optimized Decision-Making at Paychex", by Russ Banham, in this episode's show notes. [6:52] In the interview, Paychex described ERM as acting like the company's conscience. Lori says ERM, a small but mighty team within a large risk organization, may seem challenging to have the ear of leadership, but they have a direct line. [7:25] One of the values as a risk organization, as well as a Paychex organization, is talking about integrity. Integrity is a key cornerstone of the team. The ERM Team remains independent. [7:38] Although the ERM Team reports to the risk organization, where the risk organization sits within the enterprise, this is part of what enables the ERM Team to remain independent. ERM is not transactional or client-facing. [7:55] The ERM Team has strong partnerships with the Enterprise Strategy Team and other key leaders across the enterprise. Leaders count on the ERM Team and reach out to them. Being independent allows the ERM Team to be the conscience of the company. [8:29] Bill says, The ERM Team has several different risk review programs. They always have an actionable remediation plan that comes out of any risk review. They are reporting and remediating any residual risk. [8:54] Before the completion of any program, the ERM Team gains commitment from the risk owner to own the remediation plan. That allows the ERM Team to continually follow up and make sure that the remediation plan is taking form and remediating the risk. [9:19] It's easy when they get that commitment before the end of the program. That sets the stage. Then they follow up. [9:36] Bill says he is going through the process now to hire a new team member. He is looking for someone who has ERM experience. That can be difficult to find. There are a lot of people out there with experience who love the job they have, stay, and continue to build their programs. [10:17] First is true ERM experience. Outside of that, someone with internal audit experience, with the ability to view risks from a data-based perspective, and identify what could happen and how often it could happen, the impact of it happening, and how to mitigate the risk. [10:47] With any interviewing, you have to get the best that you can through many different characteristics and experiences. [10:57] Lori adds, We want someone who complements the diversity and the team. You can teach methodologies, like COSO, internal audit, and business processes. It's hard to teach people to be curious and to think from a risk mindset. [11:36] Those are key skills, no matter the role; certainly for this role. For anyone joining the team, it's that mindset. You need to remain curious. Channel your inner toddler, asking the why. [11:59] Quick Break! The RIMS CRO Certificate Program in Advanced Enterprise Risk Management is our live virtual program led by the famous James Lam. Great news! A third cohort has been announced, from January through March 2026! [12:21] Registration closes January 5th. Enroll now. A link is in this episode's show notes. [12:29] Save the dates March 18th and 19th, 2026, for The RIMS Legislative Summit, which will be held in Washington, D.C. [12:37] Join us in Washington, D.C., for two days of Congressional Meetings, networking, and advocating on behalf of the risk management community. Visit RIMS.org/Advocacy for more information and updates and to register. [12:52] We've got more plugs later. Let's return to our interview with Bill Coller and Lori Flaherty of Paychex! [13:10] Does inquisitiveness enhance the risk culture? Lori says that staying curious is key, especially when looking at remediation, defining risks, thinking about scenarios, and what could go wrong. Being curious opens your mind up to what could be. [13:47] Bill says it's tough to measure a strong risk culture. Bill looks at interactions with key partners across the enterprise. ERM meets with folks across the enterprise very frequently in Key Partnership Meetings. [14:13] The key partners are engaged with ERM, and they're having productive conversations. A lot of the risk programs the ERM Team performs are at the request of those partners. That's one way to measure a strong risk culture: full engagement and asking ERM to perform risk reviews. [14:33] Lori and Bill accepted the award last year, with Frank Fiorille. Lori says Frank is the Chief Risk Officer. He is the VP of Risk for Paychex. Lori and Bill report directly to Frank. He is over all the other risk teams, also. [15:15] Lori and Bill were heavily involved with the Paycor acquisition. Their involvement in the acquisition was critical. If you're in ERM and you're not a part of the M&A process, you should definitely be. It's aligning the strategic objectives of your company. M&A strategy is part of that. [16:13] The ERM Team is involved in the due diligence and the whole process. It's a critical part of your ERM program. [16:31] Bill explains that Risk Rotation is an ERM program. They bring in people from outside of the risk management organization to spend a week with the ERM Team. Since COVID< they do a lot of it virtually. Each of the risk disciplines comes to present interactively to those people. [17:17] The ERM Team shares exactly what they are doing and puts the people through exercises. Bill has a risk scoring exercise. He asks them to bring some risks that they face in their roles. Bill talks about impact, likelihood, and control effectiveness, and makes a heatmap. [17:57] Frequently, after a Risk Rotation, some will ask to participate in a future Risk Review. [19:02] Lori shares tips for presenting at a RIMS conference. Knowing your material and being passionate about the topic are important. A presenter should know the audience. You are the audience. What would you want to know? [19:24] When Lori goes to a session, she wants to know how to practically apply what this means. She wants some takeaways. She wants to know how the presenter is doing it, what's working, and what's not working. Keeping that in mind is super helpful. [19:42] When Lori has presented, she tells them, This is what's worked at Paychex. She can see the audience becoming much more engaged, even in the questions afterward. They're super interested in what worked. [20:30] Justin recalls how Lori was at the 2021 New York ERM Conference and how engaged she was in asking questions of that year's award winners, and what they had to do to win. [21:02] One Final Break! As many of you know, the RIMS ERM Conference 2025 will be held on November 17th and 18th in Seattle, Washington. We recently had ERM Conference Keynote Speaker Dan Chuparkoff on the show. [21:20] He is back, just to deliver a quick message about what you can expect from his keynote about "AI and the Future of Risk." Dan, welcome back to RIMScast! [21:30] Dan says, Greetings, RIMS members and the global risk community! I'm Dan Chuparkoff, AI expert and the CEO of Reinvention Labs. I'm delighted to be your opening keynote on November 17th, at the RIMS ERM Conference 2025 in Seattle, Washington. [21:45] Artificial Intelligence is fueling the next era of work, productivity, and innovation. There are challenges in navigating anything new. This is especially true for risk management, as enterprises adapt to shifting global policies, economic swings, and a new generation of talent. [22:03] We'll have a realistic discussion about the challenges of preparing for the future of AI. To learn more about my keynote, "AI and the Future of Risk Management," and how AI will impact Enterprise Risk Management for you, listen to my episode of RIMScast at RIMS.org/Dan. [22:22] Be sure to register for the RIMS ERM Conference 2025, in Seattle, Washington, on November 17th and 18th, by visiting the Events page on RIMS.org. I look forward to seeing you all there. [22:33] Justin thanks Dan and looks forward to seeing him again on November 17th and hearing all about the future of AI and risk management! [22:41] Let's Return to Our Interview with 2024 RIMS Global ERM Award of Distinction Winners, Lori Flaherty and Bill Coller of Paychex! [22:57] Bill presented at the New York ERM Conference 2021, before he joined the ERM Team. Presenting is a great experience. Knowing your audience is a big part of it. He especially appreciates the questions from the audience. It's wonderful to have an engaged audience. [23:34] If you haven't presented in the past, Bill recommends it. It's a great experience. You just have to know your stuff before you get up there. Feel confident about it. [23:47] Justin advises, Definitely don't wing it! [24:01] Bill is a RIMS-CRMP holder. He has held the designation for about two years. He attended a virtual program to prepare for the test, and it was very beneficial. He had talked with people before and after they certified, who fully recommended it. That prompted him to certify. [24:59] Bill has been in risk management for a long time. It wasn't an easy certification, but he had a good basis to go from. He had to put the time in preparing for it. It felt great to pass. [25:45] Bill also took the James Lam course for CROs. He was in the first cohort. It was a great experience. Learning directly from James is incredible, hearing some of his stories from over the years, and being in a class with other risk professionals, and hearing their stories. [27:17] Lori says that AI is definitely on the Emerging Risk Register at Paychex. It has a very high velocity. The ERM Team has done a number of scenario analyses on the AI side through the years. They just completed another one. [27:36] In addition to AI, there are other emerging risks. Quarterly, the ERM Team issues a Key Risk Profile that highlights the emerging risks on the radar. They plot out all the risks they are monitoring. [28:00] On the radar currently are macroeconomic and geopolitical risks. They are looking at scenarios and repivoting after the election on November 4th. They spent a tremendous amount of time on the geopolitical risk and related macroeconomic impact. It's not going away soon. [28:34] AI is at the forefront. They just had a meeting, going through a scenario analysis on AI impacts. [28:45] Paychex is also leveraging AI. They have a number of tools they are using to build those scenarios. They are looking at controls around the governance structure for AI. It's a disruptor that has a lot of benefits. Disruption can be a great thing! [29:42] Justin asks what mindset they would need for another acquisition of the size of Paycor. Lori says, Stay curious and be involved early. From an ERM perspective, any merger or acquisition is triggered by the strategic objectives of the company.  [30:07] Understand what the goal is. How does this fit into the strategic objectives of the company? Keep your eye on the ball. Often, the other folks in the organization are focused on the details of how to integrate and how to get the deal done. [30:23] It's up to us, as ERM professionals, to keep our eye on the ball. Is this fitting within our risk appetite? Keep your eye on strategic objectives and big-picture risks. [30:36] Bill says curiosity is the biggest characteristic to look for in new team members. Asking questions about why things are happening and why certain things are not happening. And the drive to insert yourself where you need to be to make sure that you're involved and engaged. [31:23] Justin says you've given us a lot to think about, with the ERM Conference coming up on November 17th and 18th. [31:34] The Q&A about Paychex's big win last year is in this interview's show notes. Justin says, It's been a pleasure getting to know you both over the last few years. I look forward to seeing you at another RIMS event. Congratulations again on winning the ERM Award of Distinction. [32:06] Lori says the award is prominently displayed, with a light on it, in the Paychex front lobby. Justin asks for a photo of it displayed to show that it is held in high regard. He says, You both did great. I really appreciate your time. [32:40] Special thanks to Bill Coller and Lori Flaherty of Paychex for joining us today here on RIMScast. A link to their special ERM Q&A Series article, "Risk Optimized Decision-Making at Paychex", is available in this episode's show notes. [33:00] Be sure to look for an upcoming installment of the RIMS-CRMP Stories Series, with Bill Coller, since he is a RIMS-CRMP holder. Congratulations again to them for winning the RIMS ERM Global Award of Distinction in 2024. [33:17] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [33:46] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [34:04] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [34:22] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [34:38] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [34:53] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [35:04] Practice good risk management, stay safe, and thank you again for your continuous support!   Links: RIMS ERM Conference 2025 — Nov. 17‒18 | Register Now Pre-ERM Conference RIMS-CRMP-Prep | Onsite in Seattle, November 15‒16, 2025 RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 RIMS-Certified Risk Management Professional (RIMS-CRMP) The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS Now RIMS ERM Q&A Interview with Bill Coller and Lori Flaherty (2025) "RIMS Honors Three Organizations with the 2024 Enterprise Risk Management Global Award of Distinction" Upcoming RIMS Webinars: RIMS.org/Webinars   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP-FED Exam Prep with AFERM Virtual Workshop — December 3‒4 RIMS-CRMP Exam Prep with PARIMA — December 4‒5, 2025 Full RIMS-CRMP Prep Course Schedule "Applying and Integrating ERM" | Nov 19‒20, 2025 | April 4, 2026 "Leveraging Data and Analytics for Continuous Risk Management (Part I)" | Dec 4. See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes about ERM: "AI and the Future of Risk with Dan Chuparkoff" (RIMS ERM Conference Keynote) "Energizing ERM with Kellee Ann Richards-St. Clair" "Talking ERM: From Geopolitical Whiplash to Leadership Buy-In" with Chrystina Howard of Hub "Shawn Punancy of Delta Flies High With ERM" "Tom Brandt on Growing Your Career and Organization with ERM" "James Lam on ERM, Strategy, and the Modern CRO" "ERM, Retail, and Risk with Jeff Strege" "Bigger Risks with the Texas State Office of Risk Management | Sponsored By Hillwood""ERMotivation with Carrie Frandsen, RIMS-CRMP" "Live from the ERM Conference 2024 in Boston!" "Risk Quantification Through Value-Based Frameworks"   Sponsored RIMScast Episodes: "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant (New!) "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Lori Flaherty, Paychex Bill Coller, Paychex   Production and engineering provided by Podfly.  

Chad Peets is one of the greatest sales leaders and recruiters of the last 25 years. From 2018 to 2023, Chad was a Managing Director at Sutter Hill Ventures. Chad has worked with the world's best CEOs and CROs to build world-class go-to-market organizations. Chad is currently a member of the Board of Directors for Lacework and Luminary Cloud and on the boards of Clumio and Sigma Computing. He previously served as a board member for Astronomer, Transposit, and others. He was an early-stage investor at Snowflake, Sigma, Observe, Lacework, and Clumio. In Today's Discussion with Chad Peet's We Discuss: 1. You Need a CRO Pre-Product: Why does Chad believe that SaaS companies need a CRO pre-product? Should the founder not be the right person to create the sales playbook? What should the founder look for in their first CRO hire? Does any great CRO really want to go back to an early startup and do it again? 2. What Everyone Gets Wrong in Building Sales Teams: Why are most sales reps not performing? How long does it take for sales teams to ramp? How does this change with PLG and enterprise? What are the benchmarks of good vs great for average sales reps? How do founders and VCs most often hurt their sales teams and performance? 3. How to Build a Hiring Machine: What are the single biggest mistakes people make when hiring sales reps and teams? Are sales people money motivated? How to create comp plans that incentivise and align? Why does Chad believe that any sales rep that does not want to be in the office, is not putting their career and development first? Why is it harder than ever to recruit great sales leaders today? 4. Lessons from Scaling Sales at Snowflake: What are the single biggest lessons of what worked from scaling Snowflake's sales team? What did not work? What would he do differently with the team again? What did Snowflake teach Chad about success and culture and how they interplay together?  

Cell and gene therapies are transforming modern medicine, but their path to market is fast and complex. They often jump from small trials to global launch at record speed, putting pressure on analytics, supply chains, and partnerships. Success depends on making smart choices about what to build in-house and what to entrust to expert partners.Daniel Galbraith knows these challenges intimately. With decades of hands-on experience and as Chief Scientific Officer at Solvias, Daniel has witnessed firsthand the seismic shifts in analytical development for advanced therapies. He's been on every side of the table: troubleshooting manufacturing snags, scaling up from a single batch to hundreds per month, and guiding companies as they choose between in-house development and relying on a CRO's muscle.In this episode:How evolving cell and gene therapy timelines are driving the need for true CRO-drug developer partnerships (00:00)The unique challenges of scaling CMC analytics from early trials to global commercialization (02:51)Key pitfalls to avoid when outsourcing to CROs—especially around communication, scheduling, and troubleshooting (06:26)Deciding whether to build capabilities in-house or outsource to a CRO, and how to find the right balance for your team (08:41)The critical importance of strong project management for juggling relationships between developer, CRO, and CDMO (09:51)Daniel's perspective on the future of combination therapies and what the analytical landscape will demand of CROs (13:33)Practical advice for building transparent, open CRO partnerships that support your goals (15:21)Facing scale-up challenges or a first CGT launch? This conversation shares practical strategies to advance therapies efficiently.Tune in for actionable insights on CMC, outsourcing, and analytical development.Connect with Daniel Galbraith:LinkedIn: www.linkedin.com/in/daniel-galbraith-26a6138Solvias website: www.solvias.comEmail: daniel.galbraith@solvias.comNext step:Book a 20-minute call to help you get started on any questions you may have about bioprocessing analytics: https://bruehlmann-consulting.com/callPreparing for your IND? Grab our Startup Founder CMC Dashboard in Notion to help you track tasks, timelines, and risks in one place at https://stan.store/SmartBiotech/p/discovertoind-cmc-dashboard-for-startup-founders

Sophie-Dorothée Duron est administratrice en chef des affaires maritimes, et depuis le 1er juillet 2024, elle est devenue la première femme à la direction du Parc national de Port-Cros et du conservatoire botanique national méditerranéen. Diplômée de Sciences Po Bordeaux et de l'École nationale du service public de la mer, elle a consacré plus de vingt ans de carrière à la mer, au littoral et à la biodiversité.Son parcours l'a menée du CROSSMED à La Garde, à la direction régionale des affaires maritimes en Corse, puis en Polynésie française, où elle s'est engagée sur la création et la gestion d'aires marines protégées. Elle a notamment contribué à l'inscription des îles Marquises au patrimoine mondial de l'UNESCO et co-conçu le concept des aires marines éducatives.En 2017, elle a été décorée de l'ordre du Mérite maritime par la navigatrice Catherine Chabaud, grande figure de la mer. De retour en métropole, elle rejoint le ministère de la transition écologique et coordonne trois grandes stratégies nationales à horizon 2030 : celles des aires marines protégées, de la biodiversité et de la mer et du littoral. Avant de prendre ses fonctions au PNPC, elle était cheffe du service des espaces maritimes et littoraux au sein de la direction générale des affaires maritimes, de la pêche et de l'aquaculture.Cela fait 1 an qu'elle est arrivée à la tête du Parc national de Port Cros, qui a fêté ses 60 ans il y a 2 ans et qui est à la fois un laboratoire scientifique, un patrimoine naturel et culturel, et un lieu de vie. Avec Sophie-Dorothée, la conversation a cheminé entre son parcours et ses inspirations, le projet du Parc national sur le territoire - et plus précisément sur les îles - et sa vision de l'écologie au sens large. Nous avons aussi parlé d'alchimie, de mer et de chemins d'étoiles…Retrouvez toutes les notes de l'épisode ici.Support the show Me suivre sur instagram : https://www.instagram.com/fragile_porquerolles/ Me soutenir sur Tipeee : https://fr.tipeee.com/fragile-porquerolles-1 Vous pouvez me laisser des étoiles et un avis sur Apple Podcasts et Spotify, ça aide ! Si vous souhaitez m'envoyer un mail: fragileporquerolles@gmail.com

The Biggest GTM Mistake (Spoiler Alert: Stop Chasing CAC!!!)Mark Roberge shares how AI is transforming sales, customer success, and go-to-market strategy. The former HubSpot CRO, now co-founder of Stage 2 Capital and senior lecturer at Harvard Business School, Mark Roberge breaks down the 4 phases of AI evolution that will redefine how companies sell, serve, and scale. From agentic AI to LTV-driven growth, this is a masterclass on what the next era of go-to-market looks like.Mark Roberge helped take HubSpot from $0 to $100M and literally wrote The Sales Acceleration Formula. Now, he's turning his attention to the AI transformation sweeping every GTM function. In this episode, Mark explains why it's time to stop obsessing over CAC and start optimizing for LTV—the customers who actually succeed—and how AI can make that possible at scale.He also shares bold predictions about the future of work, the death of departments, and why capitalism itself may need to evolve for the AI era.Timestamps0:00 – Preview & Introduction1:19 – Meet Mark Roberge: Co-Founder, Stage 2 Capital2:45 – The Early Days of AI in GTM6:33 – What's Slowing Down AI Adoption8:00 – Why Most AI Startups Are Still Too Iterative12:00 – The "Agentic" Shift: From Co-Pilots to Autonomous Agents14:15 – The 4 Phases of AI Go-to-Market Evolution20:35 – Managing Your Agents: The New CRO Skillset26:00 – Deciding the ICP: It's Not CAC29:35 – How AI Breaks Down Department Silos35:40 – Can Capitalism Survive the AI Era?46:00 – The Science of Scaling: Mark's Next Big Book---What You'll Learn* Why CAC is the wrong north star metric for GTM leaders* How to use AI to identify and retain high-LTV customers* The 4 phases of AI transformation in go-to-market* How agentic AI will redefine the roles of CROs, CSMs, and RevOps* Why AI will blur departmental boundaries and change the structure of business* How capitalism and work culture must evolve in the AI era---Check out the Key Takeaways & Transcripts: ⁠https://www.gainsight.com/presents/series/unchurned/⁠---Where to Find Mark:LinkedIn: ⁠https://www.linkedin.com/in/markroberge/Where to Find Josh: LinkedIn: ⁠https://www.linkedin.com/in/jschachter/⁠---Resources mentioned:* Stage 2 Capital Blog – Go-to-Market AI Case Studies: https://www.stage2.capital * The Sales Acceleration Formula by Mark Roberge

Finding an analytical CRO that's truly invested in your success, not just processing samples, makes all the difference in CMC development. In this episode, host David Brühlmann talks with Daniel Galbraith, Chief Scientific Officer at Solvias, about the essential questions and mindset that lead to breakthrough CRO partnerships.With nearly three decades in analytical development, spanning monoclonal antibodies, biosimilars, and cell and gene therapies, Daniel reveals what separates CROs who become true partners from those who just run methods. His insights can save your program months of delays and costly missteps.Key Topics Discussed:Why cell and gene therapies face unique challenges compared to the progression seen with monoclonal antibodies (03:04)Daniel's career path: from entering biotech in 1996 to CSO at Solvias, and the rapid evolution of the industry (05:00)The analytical hurdles in characterizing cell-based products and how their inherent variability impacts development (09:46)Approaches to analytical method requirements for autologous cell therapies, and how data is gathered iteratively in these cases (13:02)The biggest obstacles to scaling up cell and gene therapies, and why innovative cell manipulation technologies are needed (16:06)Current trends in therapeutic modalities: why antibody-drug conjugates stand out, and whether mRNA therapies are losing momentum (18:37)Practical advice on choosing an analytical CRO as a strategic partner - what to look for, what questions to ask, and why enthusiasm and standardization matter (21:55)Wondering how to streamline your own analytical strategy, or navigate the parallel universe of cell and gene therapy development? Dig into this episode for Daniel's insider perspective. Then consider how the right analytical partnership could accelerate your path to clinic.Connect with Daniel Galbraith:LinkedIn: www.linkedin.com/in/daniel-galbraith-26a6138Solvias website: www.solvias.comEmail: daniel.galbraith@solvias.comNext step:Book a 20-minute call to help you get started on any questions you may have about bioprocessing analytics: https://bruehlmann-consulting.com/callPreparing for your IND? Grab our Startup Founder CMC Dashboard in Notion to help you track tasks, timelines, and risks in one place at https://stan.store/SmartBiotech/p/discovertoind-cmc-dashboard-for-startup-founders

AI has changed how B2B marketers work — and how they connect.In this episode, Dr. Amy Cook, Co-Founder and CMO at Fullcast, joins Michael to explore what happens when automation starts replacing authenticity, and how today's most effective marketers are rebuilding the human side of their craft.Her framework is simple: use AI for knowledge. Leave relationships to humans.Amy brings an unusual perspective to this conversation. She has a PhD in organizational rhetoric (how companies actually persuade people), ran her own agency for 15 years, and spent her early career as a professional violinist performing with the Osmond family. That last credential matters: she learned on stage that audiences always know when something feels rehearsed instead of real.That's exactly what's happening in B2B marketing right now.Join us, as we explore where AI actually makes marketers better versus where it destroys the trust that drives revenue. You'll get frameworks you can apply immediately, data from Fullcast's State of RevOps 2025 research, and the expensive lessons that come from getting this balance wrong.What we cover

Joel White, Owner of Marketcap Consulting, joins another episode to discuss the evolving role of Clinical Research Organizations (CROs). He shares the characteristics of a great CRO, how technology and decentralization are shaping the industry, and the strategic balance between speed, quality, and cost in clinical trials. Whether you're a sponsor, CRO professional, or simply curious about the clinical trial landscape, this episode offers practical wisdom and forward-looking perspectives on drug development and innovation.  00:31 Joel White returns to explore CRO excellence and innovation  01:00 Joel's background and journey into the CRO industry  01:55 Origins of Joel's LinkedIn quarterly recaps and their impact  04:10 Defining CROs and their evolving role in clinical trials  05:48 What separates great CROs from average ones, such as customer service and repeat business  08:59 Technology's role in CRO operations and vendor management  11:29 Balancing speed, quality, and cost in fast-paced trials  12:45 The importance of culture and leadership in CRO success  13:57 Common misconceptions sponsors have about CROs  16:45 Decentralization in clinical trials, including adoption trends and cost tradeoffs  19:05 Evaluating therapeutic area expertise when selecting a CRO  20:46 The future of CROs, consisting of innovation, partnerships, and the potential impact of AI

In this episode of RevOps Champions, host Brendon Dennewill sits down with Hannah Ajikawo, founder and CEO of Revenue Funnel, HubSpot modern sales leader, and LinkedIn top voice in B2B sales. With 17 years of experience leading sales and go-to-market teams, Hannah shares her philosophy on making sales simple by stripping away the over-engineered complexity that holds revenue teams back.Hannah challenges conventional wisdom about sales methodologies, arguing that companies often lose sight of fundamentals by trying to turn salespeople into formula-following robots. She reveals how misalignment across revenue teams—from unclear ownership to missing expectations—costs companies millions and explains why being "data-informed" beats being "data-driven" every time. The conversation explores practical frameworks for building alignment, leveraging AI effectively, and finishing Q4 strong while setting up for success in 2026.This episode is essential listening for RevOps professionals, CROs, sales leaders, and founders who want to cut through the noise, realign their revenue engine around what actually works, and scale growth without adding unnecessary complexity or headcount.What You'll LearnWhy sales becomes unnecessarily complicatedThe true meaning of revenue alignmentThe 72.9% Ronaldo Principle for launching initiativesData-informed vs. data-driven strategyHow AI is reshaping buying and sellingSales velocity as the CRO's north star metricPractical Q4 advice for hitting targetsResources MentionedThe Go-Giver by Bob Berg Revenue Funnel Go-to-Market Health Check HubSpot Academy EOS (Entrepreneurial Operating System)Denamico Growth Readiness Score About Hannah AjikawoTitle: Founder & CEO Company: Revenue FunnelIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

Transformations are everywhere—from VC-backed scale-ups to Big Tech—and sales teams are feeling it. In this Sales Performance Podcast episode, Ariane Riddell, Chief Sales Officer at Personal Group (ex-LinkedIn, BBC, Feefo), shares a people-first playbook for leading through change: embedding values that stick, resetting the first 90 days, and rebuilding commercial muscle across sales and post-sales.We dig into: redefining proposition and narrative (benefits > product), putting real foundations in (process, people, product, leadership), using enablement tools (Salesloft, Walnut, Salesforce), and moving teams from inbound-reliant to outbound-confident. Ariane's “top-down & bottom-up” framework for expansion, plus the candid reality of “love them in or love them out,” make this a must-listen for CROs and CSOs in transition.You'll learnHow to set credible 30/60/90 priorities in a messy realityWhat values do for pace, passion & professionalismBuilding outbound habits that actually stick (and why phone still matters)Coaching CS to drive land–expand with data-led plays

As we near the end of 2025, the CDMO industry finds itself at a pivotal financial and strategic juncture — shaped by constrained funding, shifting demand, and renewed investor scrutiny.  In this episode of Off Script, we speak with Brian Scanlan, Advisor of Life Sciences at Edgewater Capital Partners, to examine how the year's market and investment trends align with his predictions from an earlier CPHI Annual Report. Brian shares his perspective on: How accurately his forecast of stability and growth for clinical CROs and CDMOs has held up amid tighter capital markets; The ongoing softness among early-stage pharma service providers and what it reveals about funding flows across the sector; and Where investor interest is gravitating — from ADCs and small molecules to biologics — and what this signals for the next phase of CDMO evolution.

Dennis and Brady break down week nine in the area, St Clair's playoff hopes arent as certain as we thought, another Marysville - Marine City matchup, Armada with a test against Frankenmuth, Cros-lex needs a win and more!

Jack, Wendy, and Danny Torrance stay at The Overlook Hotel, caring for the estate during its off-season period. Jack has been outlining a new writing project and believes that five months of peace is just what's needed, but all work and no play makes Jack a dull boy. Fortunately, Danny has been mentored by Dick Hallorann, who provides cautionary advice and special instructions such as, "Stay out of Room 237," guidance that helps Danny stay one step ahead of dangers that lie within The Overlook, helping Danny evade the horrors that his father Jack will unleash. Designer, brand strategist, and writer Chris Cureton talks about what makes Stanley Kubrick's The Shining a perfect horror movie, and why writing in and of itself can sometimes be a scary endeavor.-Designer, brand strategist, and writer Chris Cureton helps executive teams move from confusion to clarity. His forthcoming book, The Five Laws of Brand Design, is a field guide for aligning product, marketing, and sales around one powerful, unified strategy. With nearly 20 years of experience, he's assisted leadership teams by helping them cut through complexity, clarifying their unique value, and confidently going to market. He loves helping CEOs, CMOs, CROs, and COOs build one clear strategy, creating actionable steps for teams.https://chriscureton.com https://chriscureton.com/the-five-laws-of-brand-design-book https://www.instagram.com/chriscureton -The Shining (1980)https://www.imdb.com/title/tt0081505/ https://www.afi.com/news/afi-movie-club-the-shining/https://www.artofthetitle.com/title/the-shining/https://youtu.be/U8wxjIecmD4?si=mhwfxDBqNZuoXRy6&t=292 https://www.itsnicethat.com/articles/saul-bass-the-shining -Other movies and shows discussed, alphabetical listThe Book of Boba Fett (2021)Black Panther (2018)The Exorcist (1973)Get Out (2017)Hostel (2005)The Mandalorian (2019-)Poltergeist (1982)Room 237 (2012)John Carpenter's The Thing (1982)Tron (1982)US (2019)

Welcome to Culture Over Quota — a new segment within The E1B2 Collective Podcast hosted by Anthony “AJ” Vaughan. In this series, AJ merges two worlds that rarely speak the same language: HR and Revenue. Drawing from his journey as a founder, CHRO, CRO, and builder of multiple HR tech ventures, AJ unpacks what it truly means to scale businesses without burning out people, teams, or purpose.This isn't another “hit your number” sales show — it's a raw and forward-thinking exploration of how culture, leadership, and human psychology shape every quota you chase. AJ delves into the real tensions between founders and VCs, CHROs and CROs, sellers and buyers, and reveals how companies that prioritize people over profit actually win bigger, faster, and longer.Expect candid stories, lived lessons, and deep dives into the future of HR tech, sales culture, and organizational design — all anchored in one belief:If you build culture first, the quota takes care of itself.

Dennis and Brady recap week 7 including PHN dominating Mott, Tatti recaps PH's loss to Cousino, Almont clinches a third straight BWAC title as Joe helps recap that game, Cros-lex explodes in a win and more!

After more than 100 episodes, #Coach2Scale wraps with a powerful closing message from host Matt Benelli, one that goes far beyond sales tactics. In this final episode, Matt shares four hard-earned truths from hundreds of conversations with CROs, enablement leaders, and frontline managers. He challenges the myth of the “super rep turned manager,” breaks down the true ROI of coaching (7–8X when done right), and reminds us that one-on-ones aren't just a task, they're the operating system for growth.Matt also reflects on why performance loops aren't enough without practice loops, and how great teams aren't built on pressure, but on preparation. This episode connects the dots between personal development and business outcomes; it's a call for CROs and GTM leaders to stop managing through dashboards and start developing their people with purpose. If you're serious about building a high-performing team that lasts, this episode is your blueprint.Top Takeaways1. The human side of coaching is non-negotiable.Vulnerability-based trust isn't soft; it's the foundation for accountability, belief, and long-term performance.2. Properly equipped managers deliver 7–8X ROI.Coaching isn't a “nice to have”; consistent, structured 1:1s lead to higher engagement, lower attrition, and stronger pipeline performance.3. Stop promoting super reps into management without support.Selling and coaching are completely different skills; without systems and training, you set managers (and their teams) up to fail.4. Practice beats performance.Top teams don't just execute, they review, adapt, and improve with immediate, behavior-focused feedback that drives lasting change.5. Coaching isn't a tool; it's a behavior change engine.Technology alone doesn't drive growth; tying behavior improvement directly to outcomes is what makes a coaching culture truly effective.6. One-on-ones are not optional; they're the operating system.When coaching becomes the standard cadence, it shifts manager behavior from reactive firefighting to proactive development.7. Performance grows when reps feel developed, not just measured.The best leaders strike a balance between empathy and accountability, investing in long-term careers rather than just meeting short-term quotas.8. Coaching is how you scale without breaking your team.Growth doesn't come from dashboards or pressure; it comes from developing people who are confident, capable, and aligned.

In this episode of The Clinical Research Coach, host Leanne Woehlke sits down with Dr. Sarah Matt, MD, MBA, a surgeon, health technologist, and author who is redefining what it means to deliver care without borders.From the operating room to advising health tech startups, Dr. Matt brings a rare dual perspective, grounded in both clinical compassion and digital innovation. Together, Leanne and Sarah explore how technology can expand access, reduce friction, and humanize care across communities, from urban hospitals to rural nursing homes.Dr. Matt also shares insights from her upcoming book, The Borderless Healthcare Revolution: The Definitive Guide to Breaking Geographic Barriers Through Technology, launching December 11, 2025. The book offers real-world playbooks, “next-shift wins,” and frameworks for healthcare leaders, clinicians, and researchers to design systems that truly work for everyone.In this conversation, they discuss:Why technology must serve real people, not just innovation for its own sakeHow to align incentives across hospitals, CROs, and trial sponsors to improve access and retentionThe five pillars of healthcare access: geographic, digital, financial, cultural, and trustHow empathy, design thinking, and AI can restore the human side of medicineWhy solving burnout requires fixing systems, not just supporting individualsThe future of robotics, decentralized trials, and telemedicine as tools for equityThrough real stories and practical insights, Dr. Matt reminds us that the next wave of healthcare transformation will not be about new tools, but about how we use them to rebuild trust, equity, and connection.Tune in to discover how Dr. Sarah Matt is leading a movement where care travels at the speed of need and healthcare knows no borders.To learn more about Dr. Sarah Matt: https://www.drsarahmatt.com/To pre-order The Borderless Healthcare Revolution: https://www.drsarahmatt.com/book#OrderBook

What do you do when your CFO calls on Sunday night to say you're filing for bankruptcy in the morning? Tim Butchart reveals how he led through chaos, kept every customer, and turned crisis into growth. For most leaders, that call would trigger panic, client flight, and investor revolt. But for Tim Butchart, it became a masterclass in crisis leadership and customer trust. Against the odds, his team didn't lose a single key customer. In this raw conversation with Rebecca Jenkins and Callum Jenkins, Tim shares what it takes to lead through chaos, scale in high-pressure environments, and prove value when the stakes couldn't be higher. This isn't theory. It's scars-earned wisdom from SaaS, AI, fintech, and cybersecurity boardrooms, including PE-backed scale-ups where growth targets aren't suggestions, they're mandates. What you'll learn in this episode: How to keep customers from walking when your company's future is on the line. Why “everything is a service” changes how you lead teams and retain talent. How to survive PE-backed growth expectations without burning out your culture. The four anchors of modern leadership: Vision, Scalable Engine, People, Uncertainty. This is for: CEOs, Founders, CROs, and PE-backed leaders navigating high-stakes growth, global expansion, or customer retention challenges. ----more---- Connect with Tim: LinkedIn : Tim Butchart ----more---- If your revenue has plateaued or your accounts feel “at risk,” access your copy of The CEO Revenue Architecture Briefing, here Boardroom Briefing for Scalable Growth Trusted by CEOs. Backed by results. Built for today's market. ----more---- Connect with the hosts and say who'd you'd like to see as a Lead To Succeed guest. Rebecca Jenkins – LinkedIn | RJEN  Callum Jenkins – LinkedIn The CEO Revenue Architecture Briefing - access your copy here to avoid revenue growth plateaus  

Episode web page: https://bit.ly/3K2NcZn ----------------------- Episode summary: In this episode of Insights Unlocked, Joe Chernov, a seasoned B2B marketing leader and Executive in Residence at Battery Ventures, joins host Johann Wrede to unpack the modern CMO's biggest trap—playing out of position. Joe shares the pivotal career moment that pulled him from traditional PR into the world of content marketing, and explores how today's marketing leaders can navigate the pressure to chase pipeline at the expense of long-term brand impact. From understanding your company's true expectations to balancing creativity with accountability, Joe offers hard-earned wisdom on what it really takes to succeed—and stay—in the CMO seat. He also dives into the role AI can play in strengthening personas, removing bias, and ultimately helping marketers become better strategic partners. If you're a marketing leader feeling the pressure to prove value through short-term metrics, this episode will help you rethink your role, and how to future-proof your impact. Memorable quote: “I did my best work when I wasn't afraid of getting fired.” – Joe Chernov What you'll learn in this episode: “Underpaid CROs”: Why many CMOs unknowingly mimic CROs, and how it's limiting their influence Pipeline vs. brand: The need to balance immediate performance metrics with long-term brand stewardship Maslow's hierarchy for marketers: Why predictable pipeline must come first—but can't be the end game AI's new role in marketing: How artificial intelligence can reshape persona development and uncover hidden customer insights The spirit of your role: Why aligning with the reason you were hired—not just your KPIs—matters for lasting impact The power of brand moments: A surprising sneaker story that connects influencer gifting to big revenue wins Resources & Links: Joe Chernov on LinkedIn (https://www.linkedin.com/in/jchernov/) Johann Wrede on LinkedIn (https://www.linkedin.com/in/johannwrede/) Battery Ventures (https://www.battery.com/) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Learn more about Insights Unlocked: https://www.usertesting.com/podcast

In this short segment of the Revenue Builders Podcast, John McMahon and John Kaplan dive deep into one of the most important and most overlooked drivers of organizational growth: the roles of first and second line managers. Joined by Scott Rudy, CRO at Zywave, the conversation unpacks why these leadership levels are vital to sales success, where companies often blur responsibilities, and how to build accountability into leadership structures. From recruiting to development plans, and from forecasting to coaching, this discussion provides practical insights for CROs, VPs, and leaders who want to strengthen their sales engine and avoid costly missteps.KEY TAKEAWAYS[00:00:22] First line managers are the backbone of seller success but face high pressure with new responsibilities like recruiting, training, and forecasting.[00:02:02] Second line leaders should not act as duplicate first line managers; their true role is coaching, simplifying, and plugging gaps for new managers.[00:02:58] Proper segregation of duties—development plans, recruiting involvement, and quality checks—prevents confusion and duplication.[00:03:56] A sales organization's growth is often constrained by ineffective execution at the first line manager level.[00:04:53] Accountability must extend to both first and second line managers, ensuring clarity in responsibilities.[00:06:13] CROs should hold second line managers accountable for development plans and rep performance, not just first line leaders.[00:07:27] Recruiting should be a joint process—first line managers drive it, second line managers coach and validate decisions.[00:08:12] Second line leaders focus on quality, spotting blind spots, and identifying trends in recruiting and management.QUOTES[00:00:49] “Seller success should be the number one objective and North Star for a first line leader.”[00:02:02] “A great second line leader plugs the holes of a new first line leader by coaching and simplifying the job.”[00:02:58] “Segregating responsibilities prevents first and second line leaders from duplicating efforts and confusing reps.”[00:03:56] “One of the biggest obstacles for success is the execution of a first line manager.”[00:06:31] “If I'm the CRO, I'm asking the second line manager first about a rep's performance and development plan.”[00:08:00] “The second line leader ought to focus on quality—spotting trends and blind spots the first line leader may miss.”Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/the-critical-role-of-sales-managers-in-driving-growth-with-scott-rudyEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/

In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with Kaan-Fabian Kekec, Partner in Healthcare and Life Sciences at Simon-Kucher. Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with Kaan, covering: Being on the sunny side of consulting, and helping clients unlock growth. What makes a key strategic partnership both from a CDMO, and a sponsor perspective. The taboo subject of pricing and how it can be used to help unlock commercial positioning, and excellence. Common mistakes in BD teams, and the importance of value positioning. The hottest segments in the market right now, and some of the competitive drivers in today's market. Kaan leads the firm's Healthcare B2B and Pharma Services business globally, encompassing CDMOs, CROs, bioprocessing solutions, drug delivery, packaging, and more. He specializes in delivering end-to-end commercial strategies for CDMOs, advising on growth initiatives and supporting clients throughout the entire lead-to-deal process—from marketing and sales to proposal management and deal optimization. Molecule to Market is also sponsored by Bora Pharma (boracdmo.com) and Charles River (www.criver.com), and supported by ramarketing.  Please subscribe, tell your industry colleagues and join us in celebrating and promoting the value and importance of the global life science outsourcing space. We'd also appreciate a positive rating!