Podcasts about cxo

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Play Episode Listen Later Jan 22, 2026 48:41 Transcription Available

The housing market has a profound effect on nearly every family, the economy, and the markets. In this special episode, Natalie Picha, CXO, is joined by Steel Door Group, Martha Turner Sotheby's International Realty's Brittany Waterman and Ashley Graves to break down Texas's real estate market: what really shapes affordability, why pricing may normalize into 2026, and the areas where buyers hold leverage. Natalie, Brittany, and Ashley discuss:• How the Texas market differs from other markets nationally• Inventory psychology and how it differs for various areas• Buyer behavior: later first purchases, family gifts, and mobilityIf you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com.Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

2026 BPO and CX outlook with Peter Ryan

Good Morning BSS World

Play Episode Listen Later Jan 22, 2026 25:19 Transcription Available

I have met Peter Ryan many years ago. He is one of not many global experts who on a daily basis takes a closer look into BPO and CX world. Every year Peter creates surveys, writes reports, organizes events and runs dozens of business talks with BPO leaders from all over the world.On January 2026 Peter has visited Warsaw (Poland), where my podcasting studio is located and I used this opportunity to invite him for a business talk. We have discussed business trends for BPO and especially CX BPO industry for 2026.A good and deep talk, which is worth to be listened. Enjoy! Links:Peter Ryan on Linkedin - https://www.linkedin.com/in/peter-ryan-montreal/Ryan Strategic Advisory - https://ryanadvisory.com/CX Outsourcers - https://cxoutsourcers.com/ **************************** My name is Wiktor Doktór and on daily basis I run Pro Progressio Club - https://proprogressio.com/en/activity/pro-progressio-club/1 - it's a community of many private companies and public sector organizations that care about the development of business relations in the B2B model. In the Good Morning BSS World podcast, apart from solo episodes, I share interviews with experts and specialists from global BPO/GBS industry.If you want to learn more about me, please visit my social media channels:YouTube - https://www.youtube.com/c/wiktordoktorHere is also link to the English podcasts Playlist - https://bit.ly/GoodMorningBSSWorldPodcastYTLinkedIn - https://www.linkedin.com/in/wiktordoktorYou can also write to me. My email address is - kontakt(@) wiktordoktor.pl **************************** This Podcast is supported by Patrons:Marzena Sawicka https://www.linkedin.com/in/marzena-sawicka-a9644a23/Przemysław Sławiński https://www.linkedin.com/in/przemys%C5%82aw-s%C5%82awi%C5%84ski-155a4426/Damian Ruciński https://www.linkedin.com/in/damian-ruci%C5%84ski/Szymon Kryczka https://www.linkedin.com/in/szymonkryczka/Grzegorz Ludwin https://www.linkedin.com/in/gludwin/Adam Furmańczuk https://www.linkedin.com/in/adam-agilino/Anna Czyż - https://www.linkedin.com/in/anna-czyz-%F0%9F%94%B5%F0%9F%94%B4%F0%9F%9F%A2-68597813/Igor Tkach - https://www.linkedin.com/in/igortkach/Damian Wróblewski – https://www.linkedin.com/in/damianwroblewski/Paweł Łopatka - https://www.linkedin.com/in/pawellopatka/Ewelina Szindler – https://www.linkedin.com/in/ewelina-szindler-zarz%C4%85dzanie-mark%C4%85-osobist%C4%85-0497a0212/Wiktor Doktór Jr - https://www.linkedin.com/in/wiktor-dokt%C3%B3r-jr-916297188/Agata Stolarz - https://www.linkedin.com/in/agata-stolarz/ Once you listen, give a like, subscribe and join Patrons of Good Morning BSS World as well. Here are two links to do so:Patronite - https://patronite.pl/wiktordoktor Patreon - https://www.patreon.com/wiktordoktor Or if you liked this episode and would like to buy me virtual coffee, you can use this link https://www.buymeacoffee.com/wiktordoktor - by doing so you support the growth and distribution of this podcast.Become a supporter of this podcast: https://www.spreaker.com/podcast/good-morning-bss-world--4131868/support.

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Episode 437: Clay Talley talks about intentional world-class experiences, vision-first, and staff as sherpa

AttractionPros Podcast

Play Episode Listen Later Jan 20, 2026 43:14

Looking for daily inspiration? Get a quote from the top leaders in the industry in your inbox every morning. Every year, millions of attraction visitors lose hours in line instead of making memories. Since its inception, accesso's virtual queuing has saved more than 4.5 billion minutes of wait time, freeing guests to pack their day with more rides, eats, and excitement. The result? Happier guests who spend more and a better bottom line for you. Ready to turn waits into wins? Visit accesso.com/ROIClinic. The queues are virtual. The results are real. Clay Talley is the founder of CX Immersive. He shares how his career began in water parks, expanded through the Disney College Program as a Jungle Cruise skipper, and evolved into building and implementing cohesive guest experiences across immersive projects like The Void, Ballast VR, and more. Today, he supports operators and visionaries as an implementation specialist, bridging silos like marketing, operations, and revenue so the experience feels consistent from the website to the exit gate. In this interview, Clay talks about intentional world-class experiences, vision-first, and staff as sherpa. Intentional world-class experiences “I think world-class means intentionality. What are you intentionally creating for that guest?” Clay frames “world-class” as doing things on purpose, not by accident. He explains how teams can unintentionally become reactionary, building policies around one-off situations, and how that mindset can waste effort and muddy the experience. His goal is to move organizations toward proactive design, where decisions are guided by what will reliably serve most guests, not edge cases. He also emphasizes that intentionality shows up in practical details. From simplifying ticket sales on mobile, to designing guest flow, to using elements like staffing placement and sensory cues, he sees “world-class” as repeatable, scalable, and aligned across touchpoints, while still supporting revenue, branding, and operations. Vision-first “Before I make any strategies or the plan we're going to do, I want to understand where are they at, what do they want to do, and where is that delta?” Clay explains that a strong guest experience starts by clarifying what the organization is trying to create, then aligning people and processes around it. In his fractional CXO approach, he begins by learning the current state, understanding the desired future, and identifying the gap. He shadows leaders, observes the operation firsthand, reviews documentation, and pressure-tests the journey like a guest would, including the digital path to purchase. From there, he prioritizes low-hanging fruit that builds momentum and sustainability. The vision becomes the anchor, and the work becomes translating that vision into what guests and staff actually see, feel, and do each day, in ways that are realistic for the business to maintain. Staff as a sherpa “They're the sherpa of the experience, where they're climbing this mountain and they, you know, create this experience.” Clay describes a balancing act between technology and people. He wants technology to handle what guests can do on their own, freeing staff to focus on what only humans can do, especially solving problems and creating connections in key moments. In his view, the worst scenario is pushing guests into impersonal systems when they need help, while staff are stuck in roles that don't allow them to truly guide the experience. The sherpa metaphor becomes a standard for frontline purpose. Staff are not just performing tasks; they're guiding guests through the journey, noticing pinch points, stepping in with confidence, and making the experience feel cared for, consistent, and memorable. Clay welcomes connection requests and DMs on LinkedIn, and you can email him at clay@CXimmersive.com. To learn more, connect with him on LinkedIn and follow CX Immersive through his outreach there. This podcast wouldn't be possible without the incredible work of our faaaaaantastic team: Scheduling and correspondence by Kristen Karaliunas To connect with AttractionPros: AttractionPros.com AttractionPros@gmail.com AttractionPros on Facebook AttractionPros on LinkedIn AttractionPros on Instagram AttractionPros on Twitter (X)

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Here is Why You Are You Stuck in Middle Management According to India's Top Executive Coach

Pushing Beyond the Obvious - Helping Entrepreneurs Succeed

Play Episode Listen Later Jan 15, 2026 48:16

Premise In this podcast episode, we host India's biggest and best Executive Coach Shital Kakkar Mehra. She has trained more than 1000 CxO's and more than 40000 leaders about how to develop their executive presence. We talk about how the we lead and what is expected from us shifts as we continue to grow in our careers and what makes us successful early in our career is no longer enough when we become managers (managing people) and it changes again, when we start leading managers and agains shifts when we start leading functions and organisations. Apart from all the technical skills and the ability to make decisions and lead their team, we all also need what is called "Executive Presence". Let's figure out what it is and how can one go about developing it within ourselves. Lessons from the Conversation 1. The Invisible Ceiling In the high-stakes world of executive leadership, the ascent to the top is frequently compared to climbing Mount Everest. Reaching the "Base Camp" of your career requires physical stamina, technical aptitude, and raw motivation. However, as any seasoned strategist will tell you, the skills required to reach Base Camp are fundamentally insufficient for the final push to the Summit. To reach the peak—the C-suite—leaders must pivot from reliance on technical expertise to the mastery of "Executive Presence." This is the intangible "X-Factor" that distinguishes a high-performing manager from a true leader. Without it, even the most brilliant minds hit an invisible ceiling, possessing the data but lacking the gravitas to influence the board. 2. The "Hygiene Factor" Fallacy At senior levels, technical brilliance and intellectual capability are no longer competitive advantages; they are "hygiene factors." Much like basic cleanliness in a hospital, these traits are expected baseline requirements. They provide the foundation, but "presence" provides the leverage. To diagnose where a leader's impact is stalling, we utilize the POISE formula. This framework treats leadership as an iceberg: while 90% of your value (technicality) lies beneath the surface, the 10% that is visible (physicality) is what dictates whether others are willing to dive deeper. P – Physical Presence: The visual semiotics of leadership. Packaging and body language serve as the primary point of visibility, signaling readiness and authority. O – Online Presence: Your digital equity. This encompasses how you project authority on screen, in digital communications, and across professional social networks. I – Influencer Skills: The bedrock of executive maturity. This involves the strategic ability to say "no," the discernment to listen, and the emotional intelligence to navigate complex stakeholder landscapes. S – Stage Presence: The "General's Skill." Historically, battles were won not just by army size, but by a leader's ability to communicate a vision that galvanized the ranks. E – Engagement Presence: Relationship capital. The intentional building of networks within and outside the organization to ensure visibility, which remains the primary driver of opportunity. 3. The 33% Impact Tax: Why Your "Camera Off" Policy is Killing Your Career In the post-pandemic landscape, leadership impact is governed by the Triple V Formula: Visual: How you look and the environment you project. Verbal: The specific vocabulary and syntax you employ. Vocal: The modulation and delivery of your voice. If you choose to keep your camera off during virtual engagements, you are effectively paying a 33% tax on your potential impact. In a remote environment, your face is your most mobile and expressive tool for building trust. Showing up "camera ready" is a signal of professional respect and interpersonal equity. "I'm not Fox Studios. I'm not calling you to launch your Hollywood career… just switch on the camera so that we can build a good working relationship... when you look like you're ready for business, it says, 'Of course, I respect you and I'm serious about my work.'" Shital Kakkar Mehra 4. The 30-Second Rule: Why Preparation Trumps "Winging It" There is a persistent myth in corporate circles that executive presence is impromptu and that either you have it or you dont. In reality, the most seamless presence is the result of rigorous preparation - Pre-meeting Research. A leader's success in a high-stakes meeting is determined in the first 30 seconds. If you establish context and confidence immediately, the remaining 29 minutes and 30 seconds flow with ease. To achieve this, adopt the "Newspaper Headline" approach: speak in punchy, high-impact bullet points first, then deep-dive into the details only when you have secured the audience's interest. True "impromptu" excellence is a performance. Much like professional comedy, which relies on hours of perfecting timing and scripts, executive presence is the result of anticipating tangents and preparing intelligent questions before the first word is spoken. 5. Death by PPT vs. The Performance of Leadership Traditional "Death by PPT" is a symptom of a leader who has failed to transition from a Subject Matter Expert to a Performer. Slides should be reserved for visual evidence—graphs, photos, or videos—never as a teleprompter. Once you take the stage, you are a performer charged with managing the energy of the room. The most critical, yet often neglected, tool in this performance is voice modulation: Volume: Use loudness for emphasis, but remember that a whisper can often draw an audience in more effectively. Pitch: Varying your high and low notes prevents the "monotone fatigue" that causes audiences to disengage. Tone: In both professional and personal spheres, tone is the primary driver of conflict. Just as a large percentage of marital disputes are caused by how something was said rather than what was said, a leader's tone can either build a bridge or incite a defensive response. 6. The Evolution of the Alpha: From Autocrat to Cultural Steward The "Alpha" leader of the early 2000s—the autocratic command-and-control figure—is obsolete. Modern leadership requires a significant mindset shift, particularly for leaders in their 40s and 50s who were trained in a different era. Today's workplace often spans five distinct generations, each with varying expectations regarding mental health, empathy, and mutual respect. The role of the leader has evolved from being the primary source of value to being the "Guard" or Cultural Steward or a Facilitator for the flow of information and decision making. Your job is to ensure the team is cared for and the environment is psychologically safe so that they can deliver the value. Empathy is no longer a "soft skill"; it is a core requirement for retention and performance in a multi-generational landscape. 7. The "Silent" Skill: Mastering the Power of the Pause The ultimate hallmark of executive maturity is the ability to stop talking. It is a profound linguistic coincidence that the words "Listen" and "Silent" are composed of the exact same letters. The "Power of the Pause" allows for perspective. It gives your audience time to process your "newspaper headlines" and gives you the space to buy time and breathe. This intentionality is what transforms a person into a brand. Every leader must recognize that they are the CEO of their own personal brand, and every brand requires strategic investment, promotion, and consistent visibility to remain relevant. Reflection and the pause lead to intentionality. Are you currently content remaining at the Base Camp, or are you ready to begin the specialized training required for the Summit? In Conclusion In conclusion, I would say that every stage of the leadership ladder (individual contributor, managing people, managing managers, managing functions and managing organisations) each require new skills to be learnt, in addition to what we have already mastered at the existing level. One that that becomes even more critical is our ability to show up and be seen, heard and trusted by the teams that we lead. Building a strong executive presence goes a long way in achieving this. You can watch the entire conversation on YouTube here. https://youtu.be/-rW0SgP9LxU

When AI Becomes the Attacker: Most Organizations Aren't Ready for AI Threats

The Brave Marketer

Play Episode Listen Later Jan 14, 2026 40:40

Dave Chatterjee, Adjunct Associate Professor at Duke University, explains how scale, speed, and surprise are reshaping cyber threats and why many organizations remain dangerously reactive. He shares his Commitment-Preparedness-Discipline (CPD) framework along with ways that leaders can move beyond checkbox compliance by treating cybersecurity as a strategic business priority. Key Takeaways: The three underestimated AI risks that leaders often overlook, and how AI must be used to defend against AI-driven cyber threats Why deepfake attacks represent a systemic risk at both the individual and organizational levels Practical steps individuals can take to reduce exposure to fraud, impersonation, and data loss How better cybersecurity hygiene creates trust, resilience, and competitive advantage Guest Bio: Dave Chatterjee, Ph.D., is a leading authority on cybersecurity strategy, governance, and AI security. As the creator of the Commitment-Preparedness-Discipline (CPD) framework, he helps organizations worldwide build resilient, high-performance security cultures. His recent work explores the convergence of artificial intelligence, cybersecurity, and business resilience, addressing challenges such as AI exploitation, deepfake manipulation, and the secure integration of intelligent systems. Dr. Chatterjee is the author of "Cybersecurity Readiness: A Holistic and High-Performance Approach" and the cybercrime-themed novel "The DeepFake Conspiracy", which illustrates the emerging risks and ethical dilemmas at the intersection of AI and cyber defense. His thought leadership has appeared in The Wall Street Journal, Forbes, USA Today, Business Insider, California Management Review, Business Horizons, MIS Quarterly, and Journal of Management Information Systems. As host of the acclaimed Cybersecurity Readiness Podcast Series, he has engaged leading practitioners, policymakers, and researchers in discussions on topics such as agentic AI, post-quantum readiness, and AI-driven threat detection. A trusted advisor to Fortune 500 firms and government agencies, Dr. Chatterjee delivers high-impact keynotes and moderates CXO panels worldwide, advancing dialogue on how to turn AI risk into organizational resilience. ---------------------------------------------------------------------------------------- About this Show: The Brave Technologist is here to shed light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all! Join us as we embark on a mission to demystify artificial intelligence, challenge the status quo, and empower everyday people to embrace the digital revolution. Whether you're a tech enthusiast, a curious mind, or an industry professional, this podcast invites you to join the conversation and explore the future of AI together. The Brave Technologist Podcast is hosted by Luke Mulks, VP Business Operations at Brave Software—makers of the privacy-respecting Brave browser and Search engine, and now powering AI everywhere with the Brave Search API. Music by: Ari Dvorin Produced by: Sam Laliberte

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IoT and AI in 2026 | Eseye's Nick Earle | Internet of Things Podcast

IoT For All Podcast

Play Episode Listen Later Jan 13, 2026 39:18

In this episode of the IoT For All Podcast, Nick Earle, Executive Chairman at Eseye, joins Ryan Chacon to discuss the relationship between IoT and AI and where it will go in 2026 and beyond. The conversation also covers the evolution of IoT connectivity and 5G, AT&T's global SIM solution, partnering with Amazon, the significance of IoT data in AI development, and predictions for edge computing and AI.Nick Earle is the Executive Chairman of Eseye, a global leader in IoT connectivity solutions. With over 30 years of experience in technology leadership, Nick has held senior roles at Cisco, Hewlett Packard, and Virgin Hyperloop One, where he drove transformative initiatives and global growth. At Eseye, he champions seamless IoT connectivity for Mobile Network Operators and Enterprises worldwide, serving customers in over 190 countries. Nick is a published author and recipient of multiple industry awards, including IoT Global Awards' CxO of the Year.As a global leader in IoT Connectivity and eSIM Orchestration, Eseye empowers Enterprises and MNOs to deliver high-performing global IoT. They provide the expertise to integrate, manage, and orchestrate IoT connectivity for any scale or complexity, intelligently optimizing connections to millions of devices across 190 countries, leveraging over 800 networks all with near-100% uptime.Eseye's innovative eSIM Orchestration technology offers advanced federated localization, enabling MNOs and Enterprises to seamlessly manage eSIM profiles across regions and platforms, ensuring global scalability with localized precision. With decades of delivery for companies like AT&T, MTN, TELUS, Amazon, and Shell, Eseye provides resilient, fully managed, and future-proofed IoT connectivity for lasting success.Discover more about IoT and AI at https://www.iotforall.comFind IoT solutions: https://marketplace.iotforall.comMore about Eseye: https://www.eseye.comConnect with Nick: https://www.linkedin.com/in/nearle/Subscribe on YouTube: https://bit.ly/2NlcEwmJoin Our Newsletter: https://newsletter.iotforall.comFollow Us on Social: https://linktr.ee/iot4all

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The 2025 Year-End Review: The Roaring 20's, Rewired

Play Episode Listen Later Jan 7, 2026 35:37 Transcription Available

Are we in the new roaring 20's? In our latest episode, Natalie Picha, CXO, and CIO, Glenn Royal, CFP®, look back on the markets in 2025 and look ahead to what 2026 might bring. From changes in inflation and a friendlier Fed to a shift from AI hype to real productivity, 2026 is shaping up to be an interesting year. Natalie and Glen explore:• where leadership may rotate• why the grid is the new bottleneck• how they are structuring tax-smart, resilient portfoliosIf you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com.Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

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EP194|你的斜槓只是打工!? 避開這2種「窮忙陷阱」，才能讓陌生人甘願付你一小時一萬塊！ feat. 商戰CXO執行長許景泰【軟工聊溝通】

TedTalk說書｜英文聽力技巧拆解

Play Episode Listen Later Dec 22, 2025 36:07

大家都想斜槓，但為何你的斜槓變現不了？商戰CXO執行長Jerry直言：「唯有放棄假斜槓，才能知識變現！」本集揭秘如何聚焦核心優勢、建立信任，讓陌生人甘願付你時薪一萬！想經營個人品牌必看！

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Investor Connect 856: Bridging the Gap: AI Startup Strategies with Sanjay Kalluvilayil of Stonehaas Advisors

Investor Connect Podcast

Play Episode Listen Later Dec 5, 2025 27:42

In this edition of Investor Connect, Hall Martin sits down with Sanjay Kalluvilayil, founder and CEO of Stonehaas Advisors and host of The AI Space Podcast. Sanjay discusses his extensive consulting experience and how he now uses it to support AI startups. By offering both advisory services and fractional CXO support, Sanjay helps AI founders define their target markets, secure their first clients, and eventually scale their operations. The conversation emphasizes the importance of developing a go-to-market strategy, building for valuation, and optimizing business processes for both large corporations and nimble startups alike. Sanjay elaborates on the challenges AI startups face, sharing anecdotes from his work with founders who have successfully navigated the startup landscape. He highlights crucial aspects such as identifying ideal customer profiles (ICP), refining messaging and offer structures, and employing both outbound and inbound lead generation techniques. Additionally, Sanjay touches on using AI and automation tools to streamline operations and compress sales cycles, stressing the importance of not only efficiency but also meaningful human oversight in AI implementations. The episode wraps up with discussions on the relevance of community service in leadership, the evolving hiring profiles for AI companies, and the metrics and investor expectations unique to AI startups. Sanjay also offers advice on figuring out revenue generation and retaining flagship customers before seeking external funding. For more insights into navigating the AI space and building a sustainable AI business, tune in to this informative episode. Visit Stonehaas Advisors at stonehaasadvisors.com Reach out to at www.linkedin.com/in/sanjaykalluvilayil/, and on connect@stonehaasadvisors.com _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https:/_/tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

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Tax Changes That Actually Matter Now

salt cpa tax changes cxo kevin jenkins

Play Episode Listen Later Dec 4, 2025 41:27 Transcription Available

In this episode, Natalie Picha, CXO, sits down with Kevin Jenkins, CPA, of Jenkins Associates Certified Public Accountants, to discuss recent tax law changes and updates, including: • What changes the OBBBA brings, and what it makes permanent• How the SALT cap jump might revive itemizing• Super catch-up contributions for ages 60-63Plus, learn how having your CPA work with your financial advisor may help you save money over time. If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com.Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

J. Assaf Turner Founder & CEO @Maya Security on CxO & regulators' cyber dilemmas not limited to ICS

@BEERISAC: CPS/ICS Security Podcast Playlist

Play Episode Listen Later Nov 28, 2025 46:39

Podcast: ICS Cyber Talks PodcastEpisode: J. Assaf Turner Founder & CEO @Maya Security on CxO & regulators' cyber dilemmas not limited to ICSPub date: 2025-11-20Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationעֲקַבְיָא בֶּן מַהֲלַלְאֵל אוֹמֵר, הִסְתַּכֵּל בִּשְׁלֹשָׁה דְּבָרִים וְאֵין אַתָּה בָּא לִידֵי עֲבֵרָה. דַּע מֵאַיִן בָּאתָ וּלְאָן אַתָּה הוֹלֵךְ וְלִפְנֵי מִי אַתָּה עָתִיד לִתֵּן דִּין וְחֶשְׁבּוֹן.“ (משנה, מסכת אבות – פרק ג, משנה א) ללא הידיעה אין אפשרות לנהל סיכונים, עצם הידיעה נותנת את האפשרות לקבל החלטות מושכלות החל מהעובד הזוטר ועד ההנהלה והדירקטוריון נחשון פינקו מארח את אסף טורנר מיסד ומנכ"ל מאיה סייבר סקיורטי לשעבר ראש יחידת הסייבר המגזרי במשרד האנרגיה והתשתיות הלאומיות בשיחה על החובה של כול ארגון לבצע סקר סיכונים וסיכוני סייבר בפרט, הצורך בגיבוש שפת סייבר אחידה בין החברה, ספקים ויצרנים והרגולטור והאקו סיסטם האנרגטי מה חשיבות סקר סיכוני הסייבר לארגון קביעת רמות הגנת סייבר לפי חשיבות אזורים ורמות סיכון חשיבות ביצוע סקר נכסים עם או בלי סקר סיכוני סייבר הבחור החדש בשכונה ההיי.איי תיקון 13 וחוק הגנת הפרטיות ועוד "Akavya ben Mahalalel says, "Look at three things, and you will not come to sin. Know from where you came and where you are going, and before whom you are destined to give account." (Mishnah, Ethics of the Fathers – Chapter 3, Mishnah 1) Without knowledge, it is impossible to manage risks; the very act of knowing enables informed decision-making from the lowest employee to management and the board of directors Nachshon Pincu hosts J. Asaf Turner, Founder & CEO of Maya Cyber Security and former head of the Cyber Sector Unit at the Ministry of Energy and National Infrastructure, in a discussion about the obligation of every organization to conduct a risk assessment, particularly regarding cyber risks. They emphasize the need to establish a unified cybersecurity language among the company, suppliers, manufacturers, regulators, and the energy ecosystem The importance of a cybersecurity risk assessment for an organization lies in establishing cybersecurity protection levels based on the significance of areas and associated risk levels The importance of conducting an asset assessment with or without a cybersecurity risk assessment The newcomer in the AI sector Amendment 13 and the Privacy Protection Law And moreThe podcast and artwork embedded on this page are from Nachshon Pincu, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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How Founders Can Flourish Without Burning Out with Lisa Mikkelsen

The Happiness Squad

Play Episode Listen Later Nov 25, 2025 45:44

Founders are praised for their grit — but what about their grace?In this powerful episode of The Flourishing Edge, Ashish Kothari sits down with Lisa Mikkelsen, Partner at Flourish Ventures, to explore the hidden mental and emotional costs of entrepreneurship — and how founders can thrive without sacrificing their well-being.Lisa shares hard-won insights from 25 years in startups and venture capital, where she's seen firsthand how “image management,” stigma, and burnout quietly derail brilliant founders. Together, they unpack how the VC world can evolve from “get rich or die trying” to “grow well and thrive together.”This is a must-listen for founders, funders, and anyone passionate about building sustainable success — from the inside out.

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How To Blend AI With Human Judgment To Price Confidently, De-Risk Decisions, And Close Deals Featuring Michael Himmelfarb

Smashing the Plateau

Play Episode Listen Later Nov 24, 2025 25:43

Michael Himmelfarb is the founder of HG Partners, a consulting firm that advises growing tech companies on monetization and go-to-market strategy. He developed a unique consulting model that combines the advantages of AI with the human superpowers of creativity, empathy, and experience to deliver high-impact results in as little as 48 hours. A former GM of a $200M Nielsen business and a five-time tech CXO, he is passionate about teaching consultants how to leverage AI without losing the human trust advantage. His blog, Reframing Forward, explores the future of AI-enhanced business and work.In today's episode of Smashing the Plateau, you will learn how to use value-based pricing, quick-win offers, and authentic relationship-building to stand out, earn attention, and convert conversations into paid work in a risk-averse market.Michael and I discuss:Michael's path from corporate leadership to independent consulting [01:49]A clear one-sentence offer grounded in value-based pricing [06:24]How to capture attention with show-don't-tell executive summaries and easy-to-buy offers [07:11]Why trust beats automation: using AI with human oversight (and a cautionary math example) [10:47]Practical advice for consultants struggling to convert interest into revenue [12:12]A simple LinkedIn strategy: thoughtful comments that spark real conversations [12:49]Community, collaboration, and helping others as a growth engine [14:23]Drawing the line between giving value and getting paid (share in the upside) [15:52]Cutting through noise: do your own work, use AI for augmentation, quantify outcomes [17:15]Shaping the offer: transactional, advisory, recurring, or loss leader—staying flexible [18:54]An agile, iterative approach to prompts and analysis for better AI outcomes [20:51]The long game of relationships and radical transparency [21:40]Where to explore more of Michael's ideas and connect [23:12]Learn more about Michael at: www.Hg-partners.com, https://reframingforward.substack.com, and linkedin.com/in/michaelhimmelfarbThank you to our sponsor:The Smashing the Plateau Community______________________________________________________________About Smashing the PlateauSmashing the Plateau shares stories and strategies from corporate refugees: mid-career professionals who've left corporate life to build something of their own.Each episode features a candid conversation with someone who has walked this path or supports those who do. Guests offer real strategies to help you build a sustainable, fulfilling business on your terms, with practical insights on positioning, growth, marketing, decision-making, and mindset.Woven throughout are powerful reminders of how community can accelerate your success.______________________________________________________________Take the Next Step• Experience the power of community.Join a live guest session and connect with peers who understand the journey:https://smashingtheplateau.com/guest• Not ready to join live yet? Stay connected.Get practical strategies, stories, and invitations delivered to your inbox:

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Infrastructure Software Investor: Delta-v's Dan Williams

GrowthCap Insights

Play Episode Listen Later Nov 19, 2025 18:57

In this episode, we speak with Dan Williams, Partner at Delta-v Capital, an investment firm focused on growth-stage software and technology services businesses. Founded in 2009, Delta-v Capital has provided flexible growth capital solutions to innovative companies across infrastructure software, cloud services, CxO software, and vertical software sectors for more than a decade. The firm manages over $1.3 billion in assets and maintains offices in Denver, CO, and Dallas, TX. Dan leads Delta-v's infrastructure software practice, focusing on cybersecurity, AI, and DevOps. He has led investments in companies including Arctic Wolf, Claroty, Corelight, Teamworks, CloudBees, LogRocket, and You.com, with successful exits such as Socrata and Venafi. Before joining Delta-v, Dan held product, engineering, and corporate development roles at Cisco and worked in the buyout group at American Capital. He holds a BS in computer science from MIT and an MBA with honors as a Palmer Scholar from the Wharton School. Dan was recently recognized as a Top Software Investor of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

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#18 – Adobe (Part 2): Adobe's Strategy, AI Approach, and Incubator

The Chief Strategy Officer Podcast

Play Episode Listen Later Nov 17, 2025 36:07

In this special in-person conversation recorded at Adobe's global headquarters, Kaihan continues his discussion with Malte Bernholz, Vice President of Corporate Strategy and Incubator at Adobe. In Part One, on our sister show Outthinkers, Malte explored the macro trends transforming creativity, technology, and business in the age of AI. Click the link below to watch part 1 if you havent already. https://youtu.be/pYoIvvb0SGc Now, in Part Two, we go deeper—inside Adobe's strategic engine—to learn how this global innovator designs its own future. Malte shares: How Adobe has reorganized around three audience groups—business professionals and consumers, creative professionals, and marketing professionals—to better align innovation with customer needs How his team leads corporate strategy and incubation, balancing “looking around the corner” with accelerating high-priority initiatives How the Adobe Incubator fosters entrepreneurship within the company, empowering small internal teams to build the next generation of product – and the early outcomes of that work, from Firefly Boards to Project Pulsar and beyondPart one on OUTTHINKERS: https://youtu.be/pYoIvvb0SGc Learn more about Outthinker's community of chief strategy officers - https://outthinker.com/ Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks

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A Conversation With Apollo Lepescu, "The Secretary of Explaining Stuff"

The Modern Customer Podcast

Play Episode Listen Later Nov 13, 2025 41:12 Transcription Available

In our most recent episode, Natalie Picha, CXO, interviews Apollo Lepescu, Vice President at Dimensional Fund Advisors, one of the world's premier investment managers with close to $900 billion in assets under management. Apollo is known for his ability to simplify complex topics into more digestible concepts, and in this episode he helps listeners understand: • What history teaches us about what happens after market highs (hint: it's not a crash)• Why it's important to use the right measuring stick/benchmark when looking at the performance of your total portfolio• Why it's difficult to predict who the AI winners and losers will beWe're also sharing a link to the new investing film that Dimensional made and is making available for free on YouTube. The Wall Street Journal calls it "the story of radical ideas that became powerful enough to move trillions of dollars, and the main characters are renegade investors and unlikely titans who created the revolutionary financial products that we have come to depend on." Check out "Tune Out the Noise" and read what the Wall Street Journal had to say about it. If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com.Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

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AI's Impact on The Chief Experience Officer Role

Play Episode Listen Later Nov 4, 2025 25:36

This week on The Modern Customer podcast, Valarie Vest, EVP and Chief Experience Officer at Cambridge Investment Research, shares a strategic view of the transformative power of AI and its profound impact on the CXO role. As Cambridge's first CXO, Valarie highlights the crucial importance of a people-first approach amid rapid technological advancements. This episode delivers invaluable, practical strategy for leaders who are ready to navigate the complexities of AI while radically enhancing the customer experience.

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Human-centered leadership: Reflections from a quality leader – Shannon Connor Phillips, MD, MBA

Caring Greatly

Play Episode Listen Later Oct 30, 2025 34:55

In this episode of Caring Greatly, Liz and Shannon revisit the mastery model of human-centered leadership in this new context. Shannon shares her views on what's the same, what has changed, and how leaders can continue to find joy in their work and use that joy to help improve the safety and wellbeing of their teams. Shannon Connor Phillips, MD, MPH, has a diverse range of healthcare experience. Before retiring in 2024 she served on the Board of Directors at the National Quality Forum and was Chief Health Officer at Joyous, a tech company focused on improving operations and culture through two-way, AI-supported human conversations. Before that Shannon was the President of Intermountain Medical Group. She was also the Chief Patient Experience Officer at Intermountain Health, where she designed and led programs to help improve patient and care team experience, safety and quality. Because of this work, she was named a “CXO to Know” and “Patient Safety Expert to Know” by Becker's Hospital Review. Shannon also worked at Cleveland Clinic, where she served as Physician Lead for the Office of Clinical Transformation and Associate Chief Quality Officer. She also served as Patient Safety Officer at Cleveland Clinic Children's Hospital. Prior to Cleveland Clinic, Shannon worked at Riley Children's Health and Children's Hospital of Philadelphia as a pediatrician. Dr. Shannon Phillips is a leader who cares greatly. Disclaimer: The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect the views or positions of Stryker. The provided resources may contain links to external websites or third-party content. We do not endorse, control or assume any responsibility for the accuracy, relevance, legality or quality of the information found on these external sites.

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S3 E6 Leveling Up the Podcast with Alethia Tucker...Special Guest Coach John Ebron

Leveling Up: The Podcast with Alethia Tucker

Play Episode Listen Later Oct 30, 2025 19:06

Join me and my special guest John Ebron as we talk about his company and the products he offers on his platform. The interview took place in Detroit Michigan where she spoke at the Leadership Experience Tour (LET)Special GuestJohn EbronEbron of Ebron Coaching & Consulting, LLC, to the CXO 2.0 Conference in Las Vegas.A decorated veteran with over 20 years of global military leadership, John now serves as a Master Mindset Life Coach, helping leaders cultivate emotional intelligence, clarity, and purpose. His work bridges behavioral insight with mission-driven strategy, empowering professionals to embrace courageous transformation.Through dynamic keynotes and one-on-one coaching, John equips both emerging and seasoned leaders to challenge conventional thinking and lead with authenticity and resilience. His bold approach to leadership development inspires lasting impact in business and beyond. (Bio from recent interview with CXO 2).Contact Information:Coach Nia Renee· Website: ebroncoaching.org· Linkedin: https://www.linkedin.com/in/john-ebron-ba-cbc-23954419/· Instagram: @coachebron· Facebook: John Ebron SPONSORSMs. Corporate America – Maryland· Facebook: Ms. Corporate America Maryland· Instagram: md.mscorporateamerica· Facebook: Ms. Corporate America – Maryland· Email: md@mscorporateamerica.com Would you like to be a guest or sponsor?Contact us at: ⁠⁠https://www.levelingupthepodcast.com/shop⁠⁠ Reach Dr. Alethia Tucker by going to: · Email: atucker@joleaseenterprises.com· LinkedIn: https://www.linkedin.com/in/coachalethiatucker· Instagram: https://www.instagram.com/alethiaatucker· Instagram: https://www.instagram.com/joleaseenterprises/· Facebook: www.facebook.com/alethiatucker

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139: Empowering Women in the Climate Sector: A Conversation with Shalini Bharat, Founder & CEO, Nadhi 'She-for-Climate' initiative

The Elephant in the Room

Play Episode Listen Later Oct 28, 2025 28:45

Show Notes:The global climate movement/industry is not very inclusive; amongst other things it struggles with gender gap. This is especially true in a country like India where the climate industry, particularly the clean energy sector, suffers from a significant gender gap, with women severely underrepresented in technical and leadership roles. While women disproportionately bear the burden of climate change impacts, social and systemic barriers limit their participation in the very sectors that could offer solutions and economic empowerment.Along with several government initiatives focused on women's participation, there are several grassroots and third sector initiatives that are working towards building skills and capacity. One such initiative is Nadhi-SheforClimate a women-led initiative building climate resilience through human capital development. Nadhi works at the intersection of gender equity and climate adaptation by enabling women to enter and thrive in green careers building long-term individual and community economic resilience.They also support micro-entrepreneurs in climate-aligned sectors such as sustainable agriculture, clean energy, circular economy, and low-carbon servicesand help create community-driven knowledge networks.Nadhi is the brain child of Shalini Bharat Shalini Bharat a banker turned climate entrepreneur and social leader. After a 17-year career in finance, including serving as the COO of Corporate Bank at Deutsche Bank India, Shalini founded the climate community platform with a vision to empower 100,000 women to become climate leaders by the year 2030.Head to the podcast to hear Shalini talks about the motivations that spurred her to create a platform dedicated to increasing female representation in climate leadership, citing the overwhelming lack of women in decision-making roles within this critical field. She speaks about initiatives to facilitate capacity building, fostering community, and provide career support for aspiring female climate leaders. Shalini also speaks about the importance of partnerships in advancing these objectives, highlighting how collaborations with various organizations can amplify the impact of their mission. She also reflects on how authenticity and purpose are critical to driving meaningful change within the climate space.Shalini is also the founder of the circular economy startup The Kind BusinessTo learn more, head to the podcast

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What Is AI Hiding?

Play Episode Listen Later Oct 23, 2025 22:56 Transcription Available

While the markets keep buzzing about AI, we look at what's happening and ask the question: What are sky-high AI returns hiding? Natalie Picha, CXO, sits down with our CIO, Glenn Royal, CFP® to separate signal from noise as mega-cap tech drives returns, rates tilt toward cuts, and policy shifts reset the playing field for defense, infrastructure, and the power grid behind modern computing. Our conversation covers: • AI-led gains versus broader market breadth• Rate cuts, earnings growth, and valuation pressure• Circular financing and hyperscaler CAPEX ROI• Earnings season expectations normalizingIf you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com.Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

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The $100M Tech Brain Behind Ryan Serhant's Empire | Ryan J. Coyne | EP 86

The Entrepreneur DNA

Play Episode Listen Later Sep 22, 2025 50:00

In this episode, I sat down with my guy Ryan Coyne — co-founder and CXO of SERHANT. — and let me just say, this one blew me away. Ryan isn't your typical “tech dude.” He's the perfect storm of people skills and deep tech knowledge. He broke down how he built one of the most advanced real estate brokerages in the country — not by hiding behind code, but by showing up, helping people, and building genuine connections. We talk all things AI, branding, building culture, and the future of real estate. I promise you'll walk away thinking differently about what it really means to scale a modern business. About Ryan Coyne: Ryan Coyne is the CXO and co-founder of SERHANT., the innovative real estate, media, and technology company built alongside Ryan Serhant. With a background that spans software, cybersecurity, user experience, branding, and human-centered technology design, Ryan has played a pivotal role in building one of the most modern and media-savvy brokerages in the country. Known for developing the S.MPLE app—an AI-powered platform revolutionizing agent workflows—Ryan blends deep technical knowledge with a passion for storytelling, brand building, and empowering people through smart systems. A true believer in “tech + EQ,” Ryan is redefining what it means to be a people-first technologist in the real estate space and beyond. Website: ryanjcoyne.comInstagram: @ryanjcoyneLinkedIn: linkedin.com/in/ryanjcoyneX (Twitter): @ryanjcoyne Looking to hire smarter? ZipRecruiter uses powerful technology to match you with top talent fast — no more sifting through a stack of weak resumes. 4 out of 5 employers who post on ZipRecruiter get a quality candidate within the first day. Try it FREE at ZipRecruiter.com/WORK ZipRecruiter — the smartest way to hire. About Justin: After investing in real estate for over 18 years and almost 3000 deals done, Justin has created a business that generates 7 figures in active income through wholesaling and fix and flipping as well as accumulating millions of dollars of rental properties including 5 apartment buildings, 50+ single family homes, and 1 storage facility Justins longevity in real estate is due to his ability to look around the corners, adapt to changing markets, perfecting Raising private capital, and focusing on lead generation which allows him to not just wholesale and fix & flip, but also accumulate wealth through long term holds. His success in real estate led him to start The Entrepreneur DNA podcast and The Science Of Flipping podcast and education company, and REI LIVE where he's actively doing deals with members. He has coached and mentored thousands of aspiring and active investors over the last decade. Connect with Justin: Instagram: @thejustincolby YouTube: Justin Colby TikTok: @justincolbytsof LinkedIn: Justin Colby Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Behind the CXO Title: Alison Shekman on Going Slow to Go Fast

Play Episode Listen Later Sep 11, 2025 23:34 Transcription Available

In this episode, I talk with Alison Shekman, Chief of Staff at PhaseWell Research and a member of the CXO Fellows Program. Alison shares her journey from consulting into operations and what it has meant to step into an early-stage, acquisition-driven business. She reflects on slowing down to go fast, listening to frontline experts, and creating systems for prioritization. Alison also discusses lessons from the Shore Resource Team and why embracing iteration over perfection has shaped her approach as a CXO.Key Takeaways:Go slow to go fast by taking the time to understand what motivates people and plan for change so it can be implemented more effectivelyListen first and spend time in the field with the people who know the work best to close knowledge gaps and build credibilityCreate a system for relentless prioritization to bring clarity to the noise and stay aligned with leadership on what matters mostCall it version one, move forward, and keep iterating rather than waiting for perfectionChapters:00:00 - Introduction02:57 - Go Slow to Go Fast05:01 - Closing the Knowledge Gap09:35 - The Value of Networks13:03 - Prioritization and Integration19:47 - Lessons for Young LeadersListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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Behind the CXO Title: Alison Shekman on Going Slow to Go Fast - Bigger. Stronger. Faster.

Triple Win Property Management

Play Episode Listen Later Sep 11, 2025 23:34 Transcription Available

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Thinking Like a Chief Experience Officer

Play Episode Listen Later Sep 10, 2025 41:47

In this episode, Andrew Smallwood is joined by Reece Register, CXO and Fo-Founder at CXO Worx. Reece and Andrew talk through what it means to think like a Chief Experience Officer, leading with the resident experience and building processes that support that, rather than focusing on processes first. With great insights from his time as a property manager himself, and working with property management clients, Reece brings a unique perspective.

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The One With the Future of Customer Experience - Bill Staikos E230 Greatest Hits

CX Passport

Play Episode Listen Later Sep 9, 2025 36:17 Transcription Available

What's on your mind? Let CX Passport know...What will customer experience actually look like five years from now?In this *Greatest Hits* episode of CX Passport, Bill Staikos lays out a compelling, grounded vision for the future of customer experience. A seasoned CX executive, advisor, podcaster, and soon-to-be author, Bill combines practical wisdom with future-ready thinking.Originally released as Episode 155, this conversation stood out for its clarity on how CX needs to evolve — moving beyond survey teams and jargon to delivering business-aligned results. Bill breaks down how technology, human-centered design, and executive-level strategy must come together in today's rapidly changing landscape.CHAPTERS 00:00 CX is a toolkit, not a strategy 04:14 Automation and AI in the CX future 06:00 The four personas of a modern CXO 10:01 AI vs hype: what's real? 16:33 CX's reckoning in 2023 19:12 Will CX go the way of Six Sigma? 20:41 First Class Lounge 26:42 Change management that actually works 31:16 How to start: know the business strategyEpisode resources: Connect with Bill Staikos on LinkedIn: https://www.linkedin.com/in/billstaikos Explore Be Customer Led podcast: https://www.becustomerled.comIf you like CX Passport, I have 3 quick requests:✅ Subscribe to the CX Passport YouTube channel https://www.youtube.com/@cxpassport ✅ Join other “CX travelers” with the weekly CX Passport newsletter https://cxpassport.kit.com/signup ✅ Bring

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Behind the CXO Title: Driving Value Through Progress with Preethi Menon

Play Episode Listen Later Sep 9, 2025 31:03 Transcription Available

In this episode, we sit down with Preethi Menon, Senior Vice President of Integrations and Partnerships at Empower Aesthetics. After nearly a decade in consulting, Preethi joined the CXO Fellows Program and stepped into the challenge of building Empower from the ground up. She reflects on lessons from scaling the company, including overcoming perfectionism, embracing accountability, and moving fast to create value. Preethi also underscores the importance of humility, strong relationships, and the CXO peer network in her growth as a leader.Key Takeaways:Learning to value progress over perfection helps leaders in young companies move with speed, capture opportunities, and create meaningful value before the moment passesTaking full ownership means recognizing that every choice and relationship matters, and leaders are directly accountable for the outcomes that shape the businessEarning trust with founders and partners comes from humility and being willing to roll up your sleeves, especially when transitions bring uncertainty and changeLeaning on a network of peers gives young leaders the perspective and encouragement they need to navigate the challenges of building a company from the ground upChapters:00:00 - Introduction07:42 - The Early-Stage11:16 - Operational Learning Curves18:15 - Building Great Companies23:24 - Lessons LearnedListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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Behind the CXO Title: Driving Value Through Progress with Preethi Menon - Bigger. Stronger. Faster.

Play Episode Listen Later Sep 9, 2025 31:03 Transcription Available

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Behind the CXO Title: Prioritizing What Matters Most with Will Cook

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Play Episode Listen Later Aug 28, 2025 23:25 Transcription Available

In this episode, we sit down with Will Cook, Chief of Staff at Skycrest Roof Co. Will shares his unique path from consulting to serving as an infantry officer in the U.S. Army before joining the CXO program. He reflects on his first year helping to launch Skycrest, where the role meant doing everything from marketing to operations while learning the business from the ground up. Will highlights the importance of humility, listening, and building relationships with founders and frontline teams, especially in a people-driven industry. He also discusses evaluating talent in fast-moving environments, practicing relentless prioritization, and leaning on the CXO peer network to navigate the inevitable highs and lows of growing a young company.Key Takeaways:Learning the business from the ground up builds credibility, deepens relationships, and ensures leaders make informed decisions that create lasting valueRelentless prioritization helps executives focus on the highest-impact initiatives, avoid distractions, and drive meaningful results in fast-moving environmentsPeople are at the center of every decision, and knowing your team's strengths, weaknesses, and motivations is key to building trust and driving performanceSteadiness through highs and lows is sustained by leaning on peers and mentors, creating a support system that strengthens resilience and perspectiveChapters:00:00 - Introduction07:56 - What Makes a Good CXO12:05 - Building Relationships with Founders14:36 - Advice for New Leaders17:24 - Best Advice Ever ReceivedListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

Behind the CXO Title: Prioritizing What Matters Most with Will Cook - Bigger. Stronger. Faster.

Play Episode Listen Later Aug 28, 2025 23:25 Transcription Available

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S3E2: I want to be a CMO, how do I get there?

Association Tech Insider

Play Episode Listen Later Aug 28, 2025 52:05

In the final episode of the I want to be a CXO series, how do I get there? series, Gabrielle Elahimjian Sroor (member of ASAE's Young Professional Advisory Council) sits down with Brianne Wheeler, Founder & CEO of Levitate Marketing, to talk about unconventional career paths, entrepreneurship, and leadership in the association space. Brianne shares how diverse experiences shaped her career, why people and networks open unexpected doors, and what it really takes to step into the C-suite—or launch your own business. From lessons on resilience, metrics, and mentorship to candid stories of navigating challenges, this conversation is full of practical takeaways for anyone looking to grow as a leader in associations.

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Behind the CXO Title: Rachel Scott Garrison on Managing Stakeholders and Relentless Prioritization

It's the Bottom Line that Matters Podcast

Play Episode Listen Later Aug 21, 2025 24:37

In this episode, we sit down with Rachel Scott Garrison, CXO at Agentis Longevity. Rachel shares her journey from Dell, Visa, and Deloitte into the microcap space and what drew her to entrepreneurship. She reflects on lessons from her first year helping to launch Agentis, including building the right data infrastructure, practicing relentless prioritization, and supporting a young CEO. She highlights the importance of managing stakeholders, the mindset shifts that come with moving from perfection to progress, and the value of having a strong peer cohort to share experiences and resources along the way.Key Takeaways:Relentless prioritization combined with a progress-over-perfection mindset enables leaders to adapt quickly, focus on what matters most, and sustain momentumStakeholder alignment is central to success, and listening, timing, and inclusion build trust with founders, boards, and teamsSupporting and syncing with the CEO is critical in early-stage companies, where pace and pressure multiply and decisions must be made quicklyThe CXO network provides critical support and shared learning, helping leaders navigate challenges, avoid common pitfalls, and accelerate growthChapters:00:00 - Introduction04:37 - Building for Scale08:51 - Partnering with the CEO13:47 - Progress Over Perfection17:38 - Lessons in LeadershipListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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When Is the Right Time to Bring In a Fractional C-Level Executive

Play Episode Listen Later Aug 19, 2025 17:45

In this episode of "It's the Bottom Line That Matters," host Jennifer Glass is joined by Daniel McCraine and Patricia Reszetylo to break down the world of fractional CXOs—those key executive roles filled on a part-time or contract basis. They dive into what the "CXO" title covers, how fractional officers differ from full-time hires, and explore the value and flexibility that fractional leadership can bring to growing businesses. The discussion covers practical scenarios, such as engaging a fractional Chief Financial Officer or Chief Operating Officer, pricing models, and how business needs dictate the right engagement structure.The trio also debates the difference between consultants, outsourced work, and true fractional officers, highlighting when each makes sense and the benefits of ongoing, embedded strategic support versus one-off projects. Rounding out the episode, they offer candid advice on how business owners can assess their needs, look to industry benchmarks, and avoid common pitfalls when selecting the right fractional leader. If you're considering adding executive horsepower to your business without the full-time price tag, this episode is packed with insights to guide your decision-making.Key Takeaways:Cost-Effective Expertise: Fractional CXOs allow access to high-level leadership (like CFOs, COOs, CMOs, etc.) without the commitment and cost of a full-time executive. You pay for the expertise you need, only when you need it.Strategic Impact Over Execution: Unlike consultants (who tackle specific projects) or outsourced firms (who execute tasks), a fractional officer becomes part of your leadership team, steering strategy, overseeing divisions, and driving outcomes.Timing & Fit are Critical: If your business needs hands-on, strategic guidance or is at a scale where leadership bandwidth is stretched, a fractional CXO might be the answer. But always vet candidates carefully—ensure they're capable of delivering the value and results your business requires.Curious to learn more or considering if now is the time to bring a fractional officer on board? Tune in or reach out to continue the conversation.#businessgrowth #leadership #fractionalCXO #strategy #podcastKEYWORDS: fractional CXO, chief marketing officer, chief operations officer, chief revenue officer, chief technology officer, chief financial officer, small business, business success, hiring, salary, fractional officer, outsourcing, consulting, consultant, business coach, business operations, packages, part-time executive, cost savings, business growth, strategic advice, financial advice, accountant, bookkeeping, capital raising, fundraising, pitch deck, business expansion, managerial roles, trust in advisors, business networks

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Behind the CXO Title: Chris Dardi on Building Something Bigger Than Himself

lessons blog coo stronger terms cfo something bigger cxo everyday heroes discovering purpose cxos

Play Episode Listen Later Jul 30, 2025 29:39 Transcription Available

In this episode, we sit down with Chris Dardi, an alumnus of the CXO Fellows Program who was CFO of Behavioral Innovations at the time of recording and now serves as COO. Chris shares why he left financial due diligence to build something bigger, how he navigated the leap into healthcare, and the mindset shifts that helped him succeed. He reflects on lessons learned during his time as a CXO, the demands of leading through an exit as CFO, and the importance of process, adaptability, and knowing how to focus when everything feels urgent.Key Takeaways:Learning the business from the ground up builds credibility, accelerates impact, and helps new leaders drive meaningful changeOpportunities often come disguised as problems, and tackling unglamorous challenges creates momentum and visibility in microcap environmentsProcess, discipline, and adaptability are essential skills for CXOs stepping into new industries or scaling companies through rapid growthExit readiness is an ongoing effort that starts with how the business is built, not when a banker is hired, and it requires tight operations, clear data, and a compelling storyChapters:00:00 - Introduction05:27 - Discovering Purpose in the Mission09:00 - Learning Fast and Building Structure13:40 - Leading Through Change21:04 - Lessons in LeadershipListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

Behind the CXO Title: Chris Dardi on Building Something Bigger Than Himself - Bigger. Stronger. Faster.