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Leadership so often comes with the pressure to appear strong, composed, and endlessly capable, but that version of leadership is no longer serving us. In this episode, Debbie sits down with Patricia Grabarek and Katina Sawyer, co-authors of Leading for Wellness, for a meaningful conversation about redefining leadership through the lens of wellness, authenticity, and vulnerability.  They share why it's time to move beyond outdated ideals of stoicism and perfection and how embracing a more human-centered approach, through genuine connection, clear boundaries, and flexible team cultures, can lead to healthier, more productive workplaces. With real-life examples and research-backed insights, Patricia and Katina offer practical strategies leaders can use to show up more fully, support their teams more deeply, and lead with intention and care. Listen and Learn: How toxic workplaces don't just harm employees, they drain communities, profits, and society as a whole How small acts of support from “generator” leaders can spark workplace wellness, even in hard times Can embracing authenticity over outdated leadership norms help teams connect, grow, and stay human? Why showing vulnerability and owning mistakes builds trust, safety, and real connection in leadership Building emotionally honest, flexible team cultures without slipping into toxic positivity How humane leaders bend rigid rules and protect their teams without crossing ethical lines The ways leaders break toxic overwork cycles and build teams that thrive without being always on Resources: Leading for Wellness: How to Create a Team Culture Where Everyone Thrives: https://bookshop.org/a/30734/9781394292011Connect with Patricia Grabarek and Katina Sawyer on social media: https://www.linkedin.com/in/patriciagrabarek/  https://www.linkedin.com/in/katina-sawyer-ph-d/  https://www.linkedin.com/company/workrbeeing/  https://www.instagram.com/workrbeeing/ https://www.instagram.com/patriciagrabarek/ About Patricia Grabarek and Katina Sawyer: Patricia Grabarek and Katina Sawyer are co-founders of Workr Beeing, and coauthor of Leading for Wellness: How to Create a Team Culture Where Everyone Thrives. Patricia Grabarek, Ph.D., is a seasoned industrial and organizational psychologist specializing in workplace wellness, organizational culture, employee engagement, diversity and inclusion, and leadership development. With a background in both consulting and internal roles, Dr. Grabarek has led people analytics and talent management initiatives for more than 60 organizations across various industries. Her work focuses on research-based strategies to improve well-being, retention, performance, and diversity efforts. She holds a Ph.D. and MS in industrial/organizational psychology from Penn State and a B.A. in Psychology from UCLA. Katina Sawyer, Ph.D., is an industrial and organizational psychologist and an Associate Professor of Management and Organizations at the University of Arizona's Eller College of Management. A leading expert in work-life balance, leadership, positive workplace behaviors, and diversity, she has published more than 50 peer-reviewed studies, book chapters, and articles in outlets such as Harvard Business Review. She holds a B.A. in psychology from Villanova University and a dual Ph.D. and M.S. in industrial and organizational psychology and women's studies from Penn State. Related episodes:  338. ACT for Burnout with Debbie!  265. The Power of Emotions at Work with Karla McLaren  299. Leadership and the Changing Workplace with Chris Shipley  378. The Happy High Achiever with Mary Anderson 357. Is Your Work Worth It? How to Think About Meaningful Work with Jennifer Tosti-Kharas and Christopher Wong Michaelson 290. Shared Sisterhood: Collective Action for Racial and Gender Equity at Work with Tina Opie and Beth Livingston  Learn more about your ad choices. Visit megaphone.fm/adchoices

Our conversations with Professor Scott Cederburg from Eller College of Management have led to the most heated debates among our listeners! Today, Prof. Cederburg returns to discuss the changes he's made to his paper that was the foundation of previous conversations - ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice'. We begin with the data setup and headline findings of the paper before Prof. Cederburg defines “domestic” and “international” as they appear in his paper, why the block bootstrap approach is vital to his work, how and why the results of his paper differ from the status quo, and the evaluation metrics he uses to compare different investment strategies. Then, we explore his optimal base portfolio, the strategy he uses to derive it, how it performs in simulated worst-case scenarios, and how it changes when ditching the bootstrap approach or changing strategies from constant spending to proportional spending. To end, we learn of the importance of including the US in international stock portfolios, how it changes when the US is viewed as special above others, the correlation between labor income and domestic stock returns, and how the reviews of academics and practitioners have changed since the first iteration of the paper until this latest edition.     Key Points From This Episode:   (0:00:00) What to look forward to in today's conversation with Prof. Scott Cederburg (0:04:49) The data setup and headline findings from his paper, ‘Beyond the Status Quo.' (0:07:01) Defining “domestic” and “international” as they appear in Prof. Cederburg's paper. (0:08:34) Why the bootstrap approach is necessary for his work.  (0:12:17) How and why the results of his paper differ from the status quo.  (0:15:11) Unpacking the evaluation metrics he uses to compare different investment strategies. (0:16:05) Exploring his optimal base case portfolio and strategy, and how it performs in worst-case simulations. (0:23:05) How the optimal allocation changes when households vary their portfolio weights. (0:27:13) What to consider when ditching the block bootstrap in time-varying optimal portfolios.  (0:29:46) Constant spending versus proportional spending: How the optimal portfolio changes. (0:30:49) Examining the sequence of returns risk.  (0:42:14) The importance of including the US market in international stock portfolios.  (0:43:40) Why the US is treated the same as any other domestic country in the paper, and how the data changes if it's viewed as special.  (0:51:40) The extent of the relationship between labor income and domestic stock returns.  (0:53:01) How leverage affects optimal portfolio results.  (1:05:20) Assessing how sensitive the paper's results are to risk aversion.  (1:06:35) How academics and practitioners have responded to this paper across all iterations.   Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP  Professor Scott Cederburg — https://eller.arizona.edu/people/scott-cederburg  Professor Scott Cederburg on LinkedIn — https://www.linkedin.com/in/scott-cederburg-0917b0121/  Professor Scott Cederburg on Google Scholar — https://scholar.google.com/citations?user=CZKf3WEAAAAJ  Eller College of Management — https://eller.arizona.edu/   Episode 224: Prof. Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills — https://rationalreminder.ca/podcast/224  Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation — https://rationalreminder.ca/podcast/284   Vanguard — https://investor.vanguard.com/   ‘The Portfolio Size Effect and Using a Bond Tent to Navigate the Retirement Danger Zone' — https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/    Papers From Today's Episode:    ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4590406     ‘Is The United States a Lucky Survivor: A Hierarchical Bayesian Approach' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3689958    ‘Risk-Free Interest Rates' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3242836

In this episode, we welcome back the esteemed Professor Scott Cederburg, Associate Professor of Finance at the University of Arizona. In this highly anticipated episode, Professor Cederburg revisits the show to delve into his groundbreaking paper on life cycle asset allocation. Professor Cederburg's latest research presents findings that disrupt traditional thinking in the field, prompting a deep dive into the implications of these new insights. In our conversation, we unpack the findings from the paper and how they challenge established norms in retirement planning and asset allocation. We discuss what the new paper adds to the discourse, his approach and methodology, the different assessment criteria used, and the main findings from the paper. We also delve into the different asset allocation strategies assessed, which strategy performed best, aspects that would influence the various strategies, and how to invest for the long term safely. We explore the nuances of stock versus bond returns and the hidden benefits of international diversification. Gain profound insights into the significance of social security, inflation-protected bonds, target date funds, and the repercussions of an all-equity strategy. Comparing his latest paper with prior research on withdrawal rates, Professor Cederburg highlights surprising aspects of the results and provides invaluable takeaways for financial advisors from these cutting-edge findings. Discover how this pioneering work challenges conventional wisdom, reshaping the landscape of retirement planning and investment strategies in this illuminating conversation with Professor Scott Cederburg.   Key Points From This Episode:   Background about Professor Cederburg and episode overview. (0:00:00) How his new paper challenges the central tenets in life cycle investing. (0:03:38) What sets his method apart regarding its ability to challenge the status quo. (0:06:56) How he characterizes the life cycle of the household modelled in his study. (0:09:40) The data set used and his approach for sampling and analyzing the data. (0:12:09) Retirement outcomes used to evaluate life cycle asset allocation strategies. (0:13:56) Asset allocation strategies investigated in the paper and which one performs best. (0:15:49) Left tail outcomes of all-stocks strategy, stock returns vs bond returns, and the benefits of international diversification. (0:22:52) Learn about the importance of social security in the model and the nuances of inflation-protected bonds. (0:28:29) Investing in target date funds and the downsides of an all-equity strategy. (0:32:05) Hear about the impact of large intermediate losses on retirement savings. (0:35:33) Unpacking the lag time on returns between stocks and bonds. (0:40:01) Exploring investing behaviour and reasons for underperformance. (0:42:15) The importance of return dependencies and what happens to the results if monthly returns are used. (0:45:03) Navigating and modelling flaws and common aspects overlooked in financial analyses. (0:49:29) Dissecting retiree adherence to traditional approaches to long-term investing. (0:50:36) Home country bias and its influence on portfolio allocation. (0:52:12) Currency effect and domestic stock hedging as a strategy. (0:55:32) Comparing the findings from his latest paper with those from his paper on withdrawal rates. (1:00:24) Aspects of the results that surprised him and takeaways for financial advisors from the latest research findings. (1:02:07)   Links From Today's Episode:   Professor Scott Cederburg — https://eller.arizona.edu/people/scott-cederburg Professor Scott Cederburg on LinkedIn — https://www.linkedin.com/in/scott-cederburg/ Professor Scott Cederburg on Google Scholar — https://scholar.google.com/citations/ Eller College of Management — https://eller.arizona.edu/ Episode 224 — https://rationalreminder.ca/podcast/224 Episode 250 — https://rationalreminder.ca/podcast/250 ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice' — https://dx.doi.org/10.2139/ssrn.4590406 ‘The Safe Withdrawal Rate: Evidence from a Broad Sample of Developed Markets' — https://dx.doi.org/10.2139/ssrn.4227132 International Diversification Works (Eventually) — https://doi.org/10.2469/faj.v67.n3.1 ‘Stocks for the long run? Evidence from a broad sample of developed markets' — https://www.sciencedirect.com/science/article/ Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/  

Welcome to an interview with a Professor of Integrated Marketing Communications, at Northwestern University, Lan Nguyen Chaplin. In this episode, we focused on how to disrupt a system that was built to hold you back. We also touched on to move past an embarrassing moment at work. Lan Nguyen Chaplin, Ph.D. is Professor of Integrated Marketing Communications, at Northwestern University, Medill School of Journalism, Media, Integrated Marketing Communications. She is also a member of the Core Faculty, Golub Capital Social Impact Lab at Kellogg School of Management. She received her Ph.D. in marketing from the University of Minnesota (Carlson School of Management), and her B.A. in neuroscience with a concentration in behavioral medicine from the University of Pennsylvania. She was named one of the Top 50 Undergraduate Business Professors in the world by Poets & Quants (November 2018) and set a new record for top undergraduate professor nominations in the process. She has taught at the University of Illinois at Chicago, Villanova School of Business, University of Arizona, Eller College of Management, the University of Illinois at Urbana-Champaign where she was also the Head Coach of the Illinois Women's Lacrosse Club team, and the University of Minnesota, Carlson School of Management. Professor Nguyen Chaplin conducts research in the areas of children's consumer behavior and branding. She publishes in outlets including, Science, Harvard Business Review, Journal of Consumer Research, Psychological Science, Journal of Consumer Psychology, Child Development, Journal of the Academy of Marketing Science, and Journal of Public Policy & Marketing. Her research has been covered by TIME, Forbes, National Geographic, The New York Times, Fortune, Esquire Magazine, MSN, NBC Boston, ABC news radio, CBS news, Washington Times, Yahoo! Finance, Yahoo! Parenting, Scientific American, Smithsonian Magazine, New York Magazine, Popular Science, Psychology Today, and Glamour. Her article with Marsha Richins titled “Material Parenting: How the Use of Goods in Parenting Fosters Materialism in the Next Generation,” won Best Paper published in the Journal of Consumer Research (Financial Times top 50 business journals), in 2018 and was one of the most highly cited JCR articles in 2016. Her work on the development of materialism in children won one of the most prestigious awards in the marketing discipline—the ACR-Sheth award for public purpose research. She and her collaborators have presented their research throughout the USA and around the globe (Australia, Austria, Belgium, Canada, England, France, Germany, Hong Kong, Italy, and Singapore). She serves on the Editorial Review Board of the Journal of Consumer Research, Journal of Public Policy & Marketing, Journal of Consumer Affairs, and Journal of Positive Psychology. Professor Nguyen Chaplin teaches at the Ph.D., MBA, and undergraduate levels and has received numerous teaching accolades. Visit Lan's website: https://lanchaplin.com/ Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

Welcome to Strategy Skills episode 398, an interview with a Professor of Integrated Marketing Communications, at Northwestern University, Lan Nguyen Chaplin. In this episode, we focused on how to disrupt a system that was built to hold you back. We also touched on to move past an embarrassing moment at work. Lan Nguyen Chaplin, Ph.D. is Professor of Integrated Marketing Communications, at Northwestern University, Medill School of Journalism, Media, Integrated Marketing Communications. She is also a member of the Core Faculty, Golub Capital Social Impact Lab at Kellogg School of Management. She received her Ph.D. in marketing from the University of Minnesota (Carlson School of Management), and her B.A. in neuroscience with a concentration in behavioral medicine from the University of Pennsylvania. She was named one of the Top 50 Undergraduate Business Professors in the world by Poets & Quants (November 2018) and set a new record for top undergraduate professor nominations in the process. She has taught at the University of Illinois at Chicago, Villanova School of Business, University of Arizona, Eller College of Management, the University of Illinois at Urbana-Champaign where she was also the Head Coach of the Illinois Women's Lacrosse Club team, and the University of Minnesota, Carlson School of Management. Professor Nguyen Chaplin conducts research in the areas of children's consumer behavior and branding. She publishes in outlets including, Science, Harvard Business Review, Journal of Consumer Research, Psychological Science, Journal of Consumer Psychology, Child Development, Journal of the Academy of Marketing Science, and Journal of Public Policy & Marketing. Her research has been covered by TIME, Forbes, National Geographic, The New York Times, Fortune, Esquire Magazine, MSN, NBC Boston, ABC news radio, CBS news, Washington Times, Yahoo! Finance, Yahoo! Parenting, Scientific American, Smithsonian Magazine, New York Magazine, Popular Science, Psychology Today, and Glamour. Her article with Marsha Richins titled “Material Parenting: How the Use of Goods in Parenting Fosters Materialism in the Next Generation,” won Best Paper published in the Journal of Consumer Research (Financial Times top 50 business journals), in 2018 and was one of the most highly cited JCR articles in 2016. Her work on the development of materialism in children won one of the most prestigious awards in the marketing discipline—the ACR-Sheth award for public purpose research. She and her collaborators have presented their research throughout the USA and around the globe (Australia, Austria, Belgium, Canada, England, France, Germany, Hong Kong, Italy, and Singapore). She serves on the Editorial Review Board of the Journal of Consumer Research, Journal of Public Policy & Marketing, Journal of Consumer Affairs, and Journal of Positive Psychology. Professor Nguyen Chaplin teaches at the Ph.D., MBA, and undergraduate levels and has received numerous teaching accolades. Visit Lan's website: https://lanchaplin.com/ Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

This episode covers everything to know about today's hospitality market with Jigar “Jay” Desai and King Jeremiah of NewGen Advisory. The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, Crexi's Yannis Papadakis dives deep with Jigar and King about all aspects of the hospitality sector, ranging from current investment trends and franchising to what opportunities are worth investigating heading into 2024. Their wide-ranging conversation includes:Introductions and early career path movesKey mentors, lessons learned, and clarifying expectations in transactionsDaily habits, the importance of responsiveness, and nourishing relationshipsWhat makes hospitality unique from other asset classes and how to find opportunitiesKey evolutions in hospitality in the last 5-10 years, including technological advancements and shifting desired guest experiencesHow hospitality is slowly gaining favor after disruption from AirBnb, VRBO, and other lodging startupsThe basics, opportunities, and drawbacks of hotel franchising and what prospective owners need to knowA 30,000-foot overview of the hospitality sector today amid macroeconomic factors, differences among markets, and other variablesShifts in transaction velocity, who's entering/exiting the hospitality space today, and rising seller-financingHow tech such as AI and other innovations are transforming the hospitality sectorRapid fire questions and sign-offsAnd much more!If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights.Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties.Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexiAbout Jigar “Jay” Desai:Jigar "Jay" Desai joined the NewGen Advisory team of Arizona in 2017. He is focused throughout the Southwestern regions of Texas to California, assisting clients with all their hotel and lodging transactional needs. Before joining the NewGen team, Jay was immersed in the financing and lending world with a large national bank, giving him a unique view into the lending world and providing the connections that allowed his clients to seek out financing for even the most challenging assets.Jigar graduated from the University of Arizona in 2011, attaining a dual degree from Eller College of Management in Finance and Real Estate. Jigar is a member and ambassador for the Asian American Hotel Owners Association (AAHOA) and holds certifications for Choice Hotels and Best Western and owns a few hotels himself. He has been in the hotel industry since the age of 9 working alongside his parents learning all sides of operations. About King Jeremiah:King Jeremiah brings more than 30 years of experience in the hotel business to the NewGen Advisory team in Arizona. He has a passion for hospitality, service, and a global perspective based on his work with hoteliers across the United States and more than 80 countries.King began his career in hospitality in his home country of Grenada, in the Caribbean. During his years at Berea College in Kentucky, he coupled his studies in Business Administration & Hotel Management with practical work experience at the historic Boone Tavern Hotel. After graduating with his Master's degree from Eastern Kentucky University, King continued as General Manager and Sales Director for many hotels in Kentucky. Starting in 2000, King joined Best Western Hotels and Resorts, where he held key corporate positions in Consulting, Branding, Training, and Quality Assurance for over 4000 hotels.Throughout his career, King has received many industry-leading designations, which include Certified Hotel Administrator (CHA), Certified Hospitality Trainer (CHT), and Certification in Hotel Industry Analytics (CHIA). He is also actively involved in the hospitality industry as a member of the National Association of Black Hotel Owners Operators and Developers (NABHOOD), Asian American Hotel Owners Association (AAHOA), and the Latino Hotel Association (LHA).

Are the Excel Championships just another bit of content for ESPN? Could it keep the Pac 12 alive? More importantly, is it an eSport and can we gamble on it? Listen in!   Featured Guests Andrew Grigolyunovich - Founder and CEO of the Financial Modeling World Cup David Clayton Brown, Ph.D. - Associate Professor of Finance at the Eller College of Business at the University of Arizona "Mr. Excel" Bill Jelen - Excel Expert, Consultant, Author & Play-by-Play Announcer Adrien Bouchet, Ph.D. - Richard & Helen DeVos Foundation Endowed Chair; Eminent Scholar of the DeVos Sport Business Management Program at UCF Sean Dennis, Ph.D. - Assistant Professor, Kenneth G. Dixon School of Accounting at UCF   Episode Transcription Announcer from the movie "Dodgeball: A True Underdog Story": Live from Las Vegas, It's the Las Vegas International Dodge Ball Open here on ESPN 8: The Ocho, bringing you the finest in seldom scene sports from around the globe since 1999. If it's almost a sport, we've got it here. Paul Jarley: But I have to admit I did not see this coming. This show is all about separating hype from fundamental change. I'm Paul Jarley, Dean of the College of Business here at UCF. I've got lots of questions. To get answers, I'm talking to people with interesting insights into the future of business. Have you ever wondered, is this really a thing? Onto our show. Paul Jarley: While, it most certainly isn't "Dodgeball," and we aren't breaking down Average Joe's, we are talking about the Excel Championships that just aired on ESPN, and will be heading to Las Vegas in December. Are the Excel Championships even close to an eSport? I really need help understanding why Excel is on ESPN. To form an opinion on this, I've assembled the following panel of experts. Andrew Grigolyunovich is the Founder and CEO of the Financial Modeling World Cup and joins us all the way from Latvia. David Clayton Brown is an Associate Professor of Finance at the Eller College of Business at the University of Arizona. Bill Jelen goes by the moniker Mr. Excel. He has authored several books on Excel and is the competition's play-by-play guy. Adrian Bouchet is the DeVos Endowed Chair of Sports Management and Chair of the Sports Business Management Program here in the College of Business. Finally, Sean Dennis is an Associate Professor in our Dixon School of Accounting. Listen in. Paul Jarley: So one of the very first podcasts I did was on eSports and the premise of it was whether eSports was going to be a thing or not. I came down on the side that I thought it was going to be a big thing that I thought it wouldn't just be a big thing in the professional ranks, that it would be a big thing in the college ranks as well. And one of the reasons I thought that that would be true is it would be a way for universities to promote a group of geeky students with a unique offering, but I have to admit, I did not see this coming. When I saw the ESPN promotion on The Ocho for this event, I thought, wow, this is one I just wouldn't have imagined. I'm going to start with David and Andrew here. Where did the idea for these kinds of competitions come from? Andrew? Andrew Grigolyunovich: It all started, I think that was back in 2012, the first competition of a similar kind that was called ModelOff that was created by two guys in Australia and they were doing that on an annual basis and that was devoted to financial modeling. That was called the Financial Modeling World Championship. They had a name brand named ModelOff. I was one of the players, David was one of the players there. We were good players, we made it to the finals a couple of times and in 2016 we were among the top 16 players in London. So the difference between what you saw on ESPN, first of all, that was annual, not regular. Second, it was more player oriented, less show oriented. That was basically targeting finance professionals, giving them very interesting cases to solve,

Elizabeth Fields of the Warrior Connection is here to discuss mental health issues among our veterans. For more information: www.warriorconnection.orgOr listen on your favorite podcast platform!AUTO-GENERATED TRANSCRIPT:Hey greetings everyone. Lieutenant Colonel Allen West here and welcome to the Steadfast and Loyal Podcast.[MUSIC][ALLEN WEST] Hey greetings everyone. Welcome back to the Steadfast and Loyal Podcast. Elizabeth Fields is the Chief Executive Officer at The Warrior Connection. Elizabeth served as President and Co-Founder of Jackson Fields Consulting, a firm that leveraged 20 plus years of nonprofit leadership experience to help organizations reorganize and scale effectively to ensure sustainable impact. Prior to that, Ms. Fields served as Chief Operating Officer at the Gary Seneese Foundation as well as held various executive roles at leading nonprofits and academic institutions to include National Public Radio, the University of Pennsylvania, the University of Chicago's Booth School of Business, and the University of Arizona where she is a graduate, Eller College of Management. So we are now joined by Elizabeth Fields who is top dog at The Warrior Connection.[ELIZABETH FIELDS] Well thank you so much for having me on the show today. It's an honor to be here.[ABW] It's my pleasure. And you just recently moved down here to Texas so welcome to our Texas Heat.[EF] Well thank you very much. It's a little bit different from that Arizona heat because that's pretty much so dry heat. We have a little humidity we throw in there. Just a little bit. Just a little bit.[ABW] Well tell us about your background starting out in the not-for-profit world because that can be a world that really has a lot of intricacies and can get bogged down and a lot of not-for-profits do fail. So what are the keys to success for being a nonprofit organization?[EF] Run it like a business. Run the nonprofit like a business. I don't think what happens a lot of times are a lot of nonprofits, I don't think, a lot of nonprofits are a start-up for because people have a passion. They want to make the passion happen. They want to go run the program. They want to help people. And they just do all that. And they forget that you need to raise awareness. You need to raise money. You need to actually have proper operations because that's what's going to help you grow and become sustainable. So you need to run it like a business and you can't forget about the admin needs that are associated to actually make it grow. Now how often do you see these nonprofits that, you know, they go through maybe some type of ramp-up, some type of train-up as opposed to those that just, you know, "I got a great idea. Like I said, I got a passion. I'm going to apply for a 501(c)(3) status." And then it's like, "Okay, what do I do now?" I'd say that most of them sit there and just go and they forget about everything else. And then it's, "What do I do now?"The really effective ones will actually sit there and raise capital for a year or two before they even do programming. And then they're set up to actually raise money for, you know, the next year. They don't have to worry about raising money when they're actually trying to run programs at the same time. So now they're establishing a seed money, a base, a foundation. Yes. That is definitely the most effective way to ensure success. Now the branding and of course, you know, the donor contacts. I mean, is there a means by which people can get, you know, good education on doing these things so that it's not, you know, starting from ground zero in many cases?[ABW] Well, nowadays you can actually go and get a degree in how to run a nonprofit. Wow. That's fairly new. I'm old school. I didn't go and get a degree in that. I learned hands-on and I have to say I still think that's the best way. But being able to, so a lot of times you'll see fundraisers in particular jumping around a lot of nonprofits and people are like, hey, why are they doing that? There's a variety of reasons. But one of them is because you're trying to get different kinds of skill sets that you can then take with you to wherever your final destination is and tweak those processes and procedures that you learned and bring them to that nonprofit and tweak it accordingly. So a lot of times that's why you see that a lot of jump around as well. It's because you're trying to build a tool or skill set, I guess, to take with you. What about board composition? How important is that for a nonprofit organization?[EF] It's important. You don't want to make it too big because then there's just a lot of different opinions and you can't get any work done. I'd say between 9 and 11 is a perfect amount. You definitely want a combination of people who are tied into the community who can bring a skill set that you might not have available on the board. So for instance, a lot of nonprofits don't like to invest in marketing because it's just a lot of admin costs. So having marketing professionals on the board is a good offset.[ABW] And then of course you do need some people who are connected and have the ability to give because at the end of the day, if you don't raise awareness and you don't raise any money, you're not going to be offering any program. So you want a nice mixture of skill set, connection, somebody who can actually give money and service to the community. You've got to make sure they're functional. And I used to be on the board of the National Rifle Association and I got to tell you, 76 members. That's a lot. Yeah, I mean you want to talk about inertia. But the interesting thing is that there was a core group that always had the ear of the executive vice president and what have you. And so it was very interesting dynamic to have a board that was that big and to see really that it didn't end up being quite functional. And there was a lot of inability to move forward because like I said, it was that core group. So tell us now, okay, you're in this not-for-profit world and then all of a sudden you get the opportunity to be with some I've met personally on a few times. Mr. Gary Sinise, Lieutenant Dan. Lieutenant Dan. Lieutenant Dan, everyone knows. What was that like to go from being maybe a little bit behind the scenes to now you're the COO of a very large foundation?[EF] Well, I'm certainly grateful that had that experience, right? Gary's foundation does a lot of work with veterans and first responders. And I was actually originally hired there to be the lead fundraiser. Okay. And then there was a leadership change. The executive director at the time, her daughter had a baby and she said, "I'm retiring and I'm going to move across the country and good for her." Right?And the board decided to bring in the retired four-star general, Robin Rand, to be the CEO. And he did a little restructure and he actually gave me the honor and appointed me to be the COO.And I learned a lot, under Gary and General Rand, about operations, about strategy, all those things I talked about beforehand, but at a much higher level.During COVID actually, there was a lot of specialty campaigns going on too. So there was a lot more external work that I got to experience that I wasn't expecting as the COO. So it really actually set me up for success to go into this next level, like the CEO position at the Warrior Connection.[ABW] Now, what were some of the key takeaways as you come over to the Warrior Connection? What were some of the things, great lessons learned from being with the Gary Sinise Foundation that enable you now to transition? And like I said, now you're the top dog with the Warrior Foundation here. Yeah, I'd say one of the key-- Warrior Connection, I'm sorry. Well, that's okay. One of the key takeaways is definitely finding what makes you unique and stands out in this particular space that you are in. So there is a uniqueness at the Warrior Connection.[EF] I mean, if I may, just go right there. Yeah, yeah, we want to. Okay, at the Warrior Connection, there's two things that actually really make us unique. And the very first one is while we're trying to prevent veteran suicide, we are one of three organizations in the entire country that serve, offer specialty programming for servicemen and women that experience military sexual trauma during their service. We're one of three. The second thing is that we've had unparalleled success. And as you know, I've been in the nonprofit world for 26 years. And I've never seen anything like I've seen at the Warrior Connection's impact. We are trying to prevent veteran suicide. We've offered 13 years of programming, and we've yet to lose one veteran to suicide after going through one of our programs. So you need to find what makes you unique. You do. And let the community understand, like, the impact you're having to the community and that this impact needs to continue. Yeah, because the thing is, because I'll be very honest, because of the shortfalls and failures, I think, of the VA system, we have so many of these, you know, veterans organizations that are out there to step in and fill that gap. But it's becoming flooded without a doubt. And of course, when you flip on the TV, you're going to see the Wounded Warrior Foundation and all of the many others that are out there to include some of these scam artists that are, you know, capitalizing on Camp Lejeune and the water that's there. And so it's critical that you do find that niche, that thing that separates you out. Talk to us about, you know, this program about the sexual trauma, the victims of sexual assault, because that's something you don't hear about with many of these other programs. You hear about, you know, losing limbs and things of this nature. But you don't hear about that invisible trauma that especially affects our female troops. And I'm sure some male troops as well. And actually, it's interesting that you talk about the male perspective, because as a, for men, right, it's hard to raise your hand and say, I need some help. Oh, God, yeah. It gets even harder when there's been military sexual trauma added on. A lot of times when we offer a retreat, it's going to be specific for post-traumatic stress, because that's what the men are feeling, much more comfortable going to a PTS retreat. And then a lot of times the MST comes out from that retreat because they're in a safe space. And MST is military sexual trauma? Correct. Military sexual trauma. And we definitely have a four to one demand, though, for women to come through one of our programs. And there's 600 veterans on our wait list. Wow. Yeah, 600. We've served over a thousand to date, but every single day, we don't have a director of programs right now. And so I'm the one getting the inquiries, and it's nonstop every day. Are you looking for a director of programs? We are. We actually identified somebody. Okay. Sorry, I was trying to get a finder's fee out there, but no. He's onboarded a few hours a month. Okay. And then hopefully we'll get him on full-time soon. We definitely need him. And he is a combat veteran, so I'm excited to announce who he is, hopefully shortly. Wonderful.But it's definitely a problem, but we're here to be part of that healing journey. And like I said, we're one of three organizations, so the demand is there. Yeah. The product's there, and we have a very successful, impactful product, for sure. Now, let's talk about the scope. You're based here in the Texas, the North Texas area. Where are many of your programs conducted, your retreats and things of this nature, and how well is your reach across the country? So we operate our program out of Graham, Texas. We're very grateful to have a relationship with another nonprofit called the Young County Warrior Ranch, and they let us use their ranch for free. We do need a large space to do it.And we originally were founded in Vermont and moved here a couple years ago. And we serve veterans and actual spouses. We do retreats for spouses as well across the country.Eventually, what we'd like to do is keep serving veterans nationwide. We're never going to stop that. But eventually, we'd also really like to make sure that we're really servicing our community as well, since Texas is our home. And Texas only retreats at some point, too. So make it a combination. Ideally, we'd be doing retreats twice a month, but you need to build some financial capital to have that happen. So we're not quite there, but we're going to get there. Now, when you talk about retreats, give us an idea about what a retreat program looks like, you know, the length, what the focus is. Yeah. So we run them from a Saturday to a Saturday. OK. And then it's they're holistic. They're not traditional clinical behavioral. So it's a combination of daily yoga, expressive arts is a critical part of it, peer to peer group discussions, reflection time. There is some spirituality, nature activities. This is the reason why we want the ranch. Yes.They're small. And we keep them small on purpose. There's only eight veterans that go through at a time. Right. It's very different if we had 500 veterans at a hotel convention center. Nobody's going to open up. No. So by bearing eight veterans together, we usually have a mentor, a facilitator in training and then two facilitators that run the retreats. And this is this is interesting. Our facilitators are all volunteers. And there's always one veteran facilitator appeared with a civilian facilitator. And the veteran facilitator has most likely gone through the program. Good. And they go through that mentor ship and then the facilitator in training. And when they feel like they're ready to step up to that level, then they will actually facilitate a program. And we have a few that are that have been with the program the entire time.[ABW] Now, how can people get engaged and get involved in supporting you? And what's the cost for bringing eight veterans down for one of your your training programs? So they can go to WarriorConnection.org. That's the best way to learn about how to support our program, how to get involved with the program, how a veteran can sign up and unfortunately go on the wait list at this moment. The program.[EF] I'm actually lost my train of thought. Sorry. I forgot the question.[ABW] Well, what we're talking about is, you know, the cost because we want to make sure how can people support you because, you know, you're talking about Saturday to Saturday and you're talking about airline travel or some type of travel down to Graham, Texas. And of course, the lodging, the meals and all of these type of things. So what's that cost for one person to be able to go through one of your retreat programs?[EF] So the average cost is twenty five hundred dollars. And it also depends. Right. The airline ticket is the most expensive. Hands down. When we have offsetting costs, it obviously brings the average down. So, for instance, the last couple of retreats, H.E.B. stepped up and provided all the food, the Graham and Lions Club and Rotary Club. They provided all the transportation for these last two treats. So it wasn't twenty five hundred dollars. But on average, it's twenty five hundred dollars to put one veteran through the program. It is one hundred percent covered for every veteran and every facilitator. So there was no out of pocket expenses to them. Now, can someone just say, you know, I want to volunteer to be behind the scenes, you know, help you with making phone calls, coordinate, whatever, sweep the facility. You know, how can people do that and step into that gap? They definitely can.One of the most common ways is to bring meals. So a lot of people like to cook or come to the property and cook and have a meal with the veterans and the participants.So that's a great offsetting cost for us. Yes. So we always encourage that. One of the most critical parts of the healing journey is the very last day. So that Friday afternoon is inviting the community to come in and meet with the participants. They have an opportunity to share their stories as much as they want and their experience. And the community shares their gratitude. And it's a really important bonding moment for the individuals that are going through the retreat. Quite frankly, it's exceptionally impactful for the community to have this interaction with these veterans and these heroes.And the only thing I ask and the only thing that's needed is if your listeners want to come to a retreat graduation to please, you know, contact us at info at WarriorConnection.org so we can be prepared to host them at the property. That'd be great.[ABW] So as we get ready to wrap up this interview, you talk about scale. So where you are right now, where do you see the Warrior Connection being three to five years from now?[EF] Well, we try to do seven to nine retreats a year. Oh, seven to nine retreats. I thought you meant years. But seven to nine retreats. Yeah, seven to nine retreats a year. We'd like to be running a retreat monthly for sure, if not twice a month. At some point, it would also be great to be partnering with additional nonprofits in other parts of the country so we could actually be operating multiple retreats in multiple locations and helping more veterans.[ABW] And hiring the staff to do that, is that going to be a challenge or?[EF] I suspect so. I suspect so. We're not quite there yet. You know, we want to scale here and make sure that we're doing monthly retreats here in Texas first. Super. But we do have actually other nonprofits that are interested in partnering with us. But let's make sure that we get sustainable here in Texas and then we'll get there. You do the blocking and tackling here and then you can worry about the fancy plays later.[ABW] Right. Absolutely great. OK, again, how can people get in contact with you to help support you to volunteer to bring meals, things of this nature, the Warrior Connection?[EF] The best way is to go to WarriorConnection.org, but they can contact me at info at WarriorConnection.org. That mailbox comes to me. And quite frankly, you can give me a call. 940-315-4777 is my cell. And I'm happy to take calls and emails and to visit our website, WarriorConnection.org, to learn more and to help us out. And for you veterans out there that are dealing with the MST, the military sexual trauma, please seek out the Warrior Connection to get the help, because again, this is a very unique trauma that is out there that you've got to fight through it and you've got to admit that you do have a problem. Male or female, you've got to say that I need the help and the Warrior Connection is there to help you.[ABW] Any parting words, thoughts or anything else you want to get out about the Warrior Connection, Elizabeth?[EF] I want to thank our veterans and their families for the service. We obviously wouldn't be here if you hadn't offended our democracy and our freedom and our way of life. So thank you so much. We are here to help you. So feel free to reach out. We want to help. And thank you again for hosting us today.[ABW] My pleasure. Thank you, Elizabeth. Thanks. God bless. Ladies and gentlemen, thank you for joining us on this episode of the Steadfast and Loyal Podcast. Special thanks to Elizabeth Fields for being with us and discussing the Warrior Connection and what they are doing to help the lives of our veterans who are still struggling with an unseen enemy. And if you like this podcast, please click the like button and share it with others. And until next time, Steadfast and Loyal. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit allenwest.substack.com/subscribe

Have economists predicted and prevented past recessions? Barely anyone is talking about a recession now. But just a couple of months ago, it was front-page and prime-time news. And here is an excerpt from a June 4th WSJ article:  “Economists surveyed by The Wall Street Journal in April put the probability of a recession at some point in the next 12 months above 50%. But they have said that since October, and the recession appears no closer.” So, in other words, no one really knows, not even the experts. To better understand the history of America's recessions their frequencies, intensities and durations, and our attempts to predict and prevent them, I spoke with Dr. Price Fishback, an APS professor of economics at Eller College of Management in the University of Arizona. Dr. Fishback is also a research affiliate at the Centre for Economic History at Australian National University, a CAGE Fellow at Warwick University, a program scholar for the Hoover Program on Regulation and the Rule of Law, a fellow at the TIAA-CREF Institute and a research associate at the National Bureau of Economic Research, which most of us know as NBER. He is the author of many peer-reviewed publications and books including Government and the American Economy:  A New History.   To learn more about Dr. Fishback, you can visit his academic homepage, the link for which is provided in the detailed caption of this episode. Also, you should definitely listen to my prior conversation with Dr. Fishback about the history of housing bubbles. Actually, he doesn't like the word 'bubble'. So we discussed the booms and busts. This is a fascinating history that includes the added interesting story of the home mortgage industry worked decades ago (think 5-year terms with huge balloon payments). Click here for that episode: https://bit.ly/HBN-S2E32  I hope you enjoy these episodes. Adel Host of the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠History Behind News⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ podcast Watch my guests & I on YouTube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SUPPORT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠ and join⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ our other supporters in the news peeler community. Thank you.

Ever wonder how spiders get into your house? This episode begins with an explanation and some ideas on how to make your home less appealing to spiders. https://www.prevention.com/life/a32332424/how-to-get-rid-of-spiders/ Probably a day doesn't go by when you don't laugh at something. So what is it that makes something funny? What do humor and laughter do for us? Is laughter really the best medicine? Why do we seek out comedy in movies, TV shows and standup comedy shows? Believe it or not, there are researchers who study all this and the role humor and laughter play in our lives. What they have discovered will fascinate you. Joining me to discuss is Caleb Warren, an assistant professor at the Eller College of Management at the University of Arizona, former assistant professor at Texas A&M University and lead author of a study titled, What Makes Things Funny (https://journals.sagepub.com/doi/pdf/10.1177/1088868320961909). Water is everywhere yet it is also a precious resource. Without it, there would be no life, no you or me. While the amount of water on earth remains constant, the population has grown to the point where it puts a strain on the water supply. Extreme weather can also threaten water as does pollution and contamination from a lot of different sources. Is bottled water really better than the water that comes out of your tap. So it is important to know how water on our planet works. Why, for example, can't we just take the salt out of ocean water and solve all the water problem forever? Joining me to discuss all this is Peter Gleick ,co-founder, president-emeritus, and Senior Fellow of the Pacific Institute for Studies in Development, Environment, and Security in Oakland, California and author of the book The Three Ages of Water: Prehistoric Past, Imperiled Present, and a Hope for the Future (https://amzn.to/431foQo). When is the best time to exercise, morning or evening? It actually depends on a number of factors, including what kind of exercise, what type of person you are and a few other things. Listen as I explain. https://www.livestrong.com/article/447879-morning-vs-evening-cardio/ PLEASE SUPPORT OUR SPONSORS! Indeed is the hiring platform where you can Attract, Interview, and Hire all in one place! Start hiring NOW with a $75 SPONSORED JOB CREDIT to upgrade your job post at https://Indeed.com/SOMETHING Offer good for a limited time. Keep American farming going by signing up at https://MoinkBox.com/SYSK  RIGHT NOW and listeners of this show get FREE filet mignon for a year! Now your ideas don't have to wait. Dell Technologies and Intel are creating technology that loves ideas, expanding your business & evolving your passions. Find out how to bring your ideas to life at https://Dell.com/welcometonow ! Let's find “us” again by putting our phones down for five.  Five days, five hours, even five minutes. Join U.S. Cellular in the Phones Down For Five challenge! Find out more at https://USCellular.com/findus Learn more about your ad choices. Visit podcastchoices.com/adchoices

Caleb Warren is Associate Professor of Marketing at the Eller College of Management in Tucson, Arizona. 40% of his work is teaching, 60% is research, which focuses on humour and coolness. What makes cool, why people laugh, why people buy stuff and why it doesn't make them happier. He talks about moral psychology, whether it is easy to make people funnier, and the “moral violations” that make you laugh.In the next 25 minutes we'll go through Caleb's job tale, his PHD years, his work with students and his opinion on how AI and future technology will affect PHD work.UA website: https://eller.arizona.edu/people/caleb-warren Personal website: https://www.calebwarrenresearch.com/  Disclaimer: any reference to external websites is the result of my own discretion only. They are not sponsorships, but links to help my listeners go further in their research for their best suited job. My podcast is not sponsored and its content is not branded. So, voilà. Enjoy! Laura Leoncini.#consumerpsychology #PHD #marketing #jobtales

Harvard Kennedy School Professor Joseph Kalt and Megan Minoka Hill say the evidence is in: When Native nations make their own decisions about what development approaches to take, studies show they consistently out-perform external decision makers like the U.S. Department of Indian Affairs. Kalt and Hill say that's why Harvard is going all in, recently changing the name of the Project on American Indian Economic Development to the Project on Indigenous Governance and Development—pushing the issue of governance to the forefront—and announcing an infusion of millions in funding.  When the project launched in the mid-1980s, the popular perception of life in America's indigenous nations—based at least partly in reality—was one of poverty and dysfunction. But it was also a time when tribes were being granted increased autonomy from the federal government and starting to govern themselves. Researchers noticed that unexpected tribal economic success stories were starting to crop up, and they set about trying to determine those successes were a result of causation or coincidence. Over the decades, Kalt and Hill say the research has shown that empowered tribal nations not only succeed themselves, they also become economic engines for the regions that surround them. The recent announcement of $15 million in new support for the program, including an endowed professorship, will help make supporting tribal self-government a permanent part of the Kennedy School's mission. Joseph P. Kalt is the Ford Foundation Professor of International Political Economy at the John F. Kennedy School of Government at Harvard University and director of the Project on Indigenous Governance and Development, formerly the Harvard Project on American Indian Economic Development. He is the author of numerous studies on economic development and nation building in Indian Country and a principal author of the Harvard Project's The State of the Native Nations. Together with the University of Arizona's Native Nations Institute for Leadership, Management, and Policy, the Project has formed The Partnership for Native Nation Building. Since 2005, Kalt has been a visiting professor at The University of Arizona's Eller College of Management and is also faculty chair for nation building programs at the Native Nations Institute. Kalt has served as advisor to Canada's Royal Commission on Aboriginal Peoples, a commissioner on the President's Commission on Aviation Safety, and on the Steering Committee of the National Park Service's National Parks for the 21st Century. A native of Tucson, Arizona, he earned his Ph.D. and M.A. in Economics from the University of California at Los Angeles, and his B.A. in Economics from Stanford University.Megan Minoka Hill is senior director of the Project on Indigenous Governance and Development and director of the Honoring Nations program at the Harvard Kennedy School. Honoring Nations is a national awards program that identifies, celebrates, and shares outstanding examples of tribal governance. Founded in 1998, the awards program spotlights tribal government programs and initiatives that are especially effective in addressing critical concerns and challenges facing the more than 570 Indian nations and their citizens. Hill serves on the board of the Native Governance Center, is a member of the NAGPRA Advisory Committee for the Peabody Museum, and is a member of the Reimagining our Economy Commission at the American Academy of Arts & Sciences. Hill graduated from the University of Chicago with a Master of Arts Degree in the Social Sciences and earned a Bachelor of Arts in International Affairs and Economics from the University of Colorado Boulder.Ralph Ranalli of the HKS Office of Public Affairs and Communications is the host, producer, and editor of HKS PolicyCast. A former journalist, public television producer, and entrepreneur, he holds an AB in Political Science from UCLA and an MS in Journalism from Columbia University.The co-producer of PolicyCast is Susan Hughes. Design and graphics support is provided by Lydia Rosenberg, Delane Meadows, and the OCPA Design Team. Social media promotion and support is provided by Natalie Montaner and the OCPA Digital Team. 

As Chief Customer Officer for Playvox, Emily Gray is focused on creating extraordinary experiences for customers at every touchpoint and interaction. Emily leads the CX teams including Technical Support, Solutions Consulting, Services and Delivery, Onboarding, and Customer Success Management. Before Playvox, she served in several senior customer success and digital experience roles with for a variety of organizations, including Interactions LLC, LifeLock, and New World Restaurant Group. Emily has spoken on the topic of CX and is a frequent speaker on digital transformation, customer experience, training and workforce management optimization, and customer engagement topics. Emily earned a M.B.A. from the University of Arizona, Eller College of Management, and a B.A. in Spanish from Arizona State University. She resides in Orlando, Florida with her husband and three children.

Guest Randy Crabtree of The Unique CPA podcast; the UK has an accountant turnover crisis, too; should accountants unionize? Field service app Jobber raises $100 million and more! SponsorsSuiteFiles - https://cloudaccountingpodcast.promo/suitefilesLiveFlow - https://cloudaccountingpodcast.promo/liveflowAnchor - https://cloudaccountingpodcast.promo/anchorNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe (00:00) - Thank you to our sponsor, SuiteFiles (00:26) - Preview: Why Saas businesses look horrible on paper (01:08) - Introduction and welcome Randy Crabtree to the show (03:04) - Some background on Randy and his firm (05:14) - NASBA votes on keeping the 150 hour requirement (08:56) - Will CPAs and audits even be necessary in the future? (11:48) - Did Randy have to get 150 hours? (15:54) - Accounting as an AP class and how to reach more high school students (21:59) - Thank you to our sponsor, SuiteFiles (23:25) - Checking in on the live chat (27:10) - Losing accountants isn't just a United States problem (29:47) - The University of Arizona partners with Deloitte for an accounting scholarship program (30:35) - Blakes plays a clip from Planet Money (35:08) - Thank you to our sponsor, LiveFlow (36:25) - Jobber raises $100 million and the SaaS business model (42:03) - Client Hub launches a free recategorized plan (43:35) - Google Calendar now fights calendar spam (45:23) - Thank you to our sponsor, Anchor (47:02) - CFO's vow to boost their tech influence in 2023 (47:48) - New Zealand company Hnry, raises $35 million in series B (49:03) - Chat CPA website (53:16) - Zapier blog post on best AI productivity tools (56:27) - Randy has to run, and another check on the chat (01:00:02) - Hinge Research put out a high growth study for 2023 (01:01:26) - Would accountants support a type of "union" for better working conditions? (01:06:49) - A few listener emails (01:11:58) - Wrap up and where to reach Blake and David (01:13:36) - Client Hub (01:14:12) - RightTool (01:14:35) - Future Firm Accelerate (01:15:22) - How to advertise in these classifieds Show NotesThe best AI productivity tools in 2023 | Zapier     https://zapier.com/blog/best-ai-productivity-tools/ The Accountant Shortage Isn't Bad Enough For NASBA to Entertain Dropping the 150 Hour Requirement - Going Concernhttps://www.goingconcern.com/nasba-150-hour-rule-accountant-shortage/ HF 1749 as introduced - 93rd Legislature (2023 - 2024)https://www.revisor.mn.gov/bills/text.php?number=HF1749&session=ls93&version=list&session_number=0&session_year=2023&keyword_type=all&keyword=Accountancy ChatCPA - Chat with an A.I. trained by a CPA        https://www.chatcpa.io/ Google adds a new way to block calendar spam. Here's how to use ithttps://www.cnbc.com/2022/07/20/how-to-block-google-calendar-spam-with-a-new-feature-that-stops-it.html Client Hub Launches a Free Recategorize Plan - CPA Practice Advisorhttps://www.cpapracticeadvisor.com/2023/02/13/client-hub-launches-a-free-recategorize-plan/76782/ NASBA upholds 150-hour education requirement for CPA licensure - Journal of Accountancyhttps://www.journalofaccountancy.com/news/2023/feb/nasba-upholds-150-hour-education-requirement-for-cpa-licensure.html CFOs Vow to Boost Tech Influence in 2023https://www.cfo.com/technology/2023/02/tech-spending-2023-finance-team/ LinkedIn poll: Should accountants unionize?https://www.linkedin.com/posts/blaketoliver_accountants-activity-7016853793652838402-2_cC?utm_source=share&utm_medium=member_ios Self-employed bookkeeping platform Hnry books $35 million Series Bhttps://www.startupdaily.net/topic/funding/self-employed-bookkeeping-platform-hnry-books-35-million-series-b/ Jobber fixes on $100M as its platform for home services pros hits ...https://techcrunch.com/2023/02/07/jobber-fixes-on-100m-as-its-platform-for-home-services-pros-hits-200k-users/ Eller College scholarship aims to promote diversity in accountinghttps://azbigmedia.com/business/eller-college-scholarship-aims-to-promote-diversity-in-accounting/ KPMG becomes first Big Four accounting firm to cut staff in US: Reporthttps://www.indiatoday.in/business/story/kpmg-becomes-first-big-four-accounting-firm-to-cut-staff-in-us-2335430-2023-02-16 The Impact of AI on the Accounting Profession   https://www.cpapracticeadvisor.com/2023/02/13/the-impact-of-ai-on-the-accounting-profession/76772/ Accounting: uncovering the hidden gem of the math departmenthttps://www.inklingsnews.com/opinions/2023/02/10/accounting-uncovering-the-hidden-gem-of-the-math-department/ Third of accountants consider changing jobs        https://www.accountancydaily.co/third-accountants-consider-changing-jobsGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsClient Hub - https://clienthub.app/RightTool for QuickBooks Online - https://righttool.appFuture Firm Accelerate: https://futurefirmaccelerate.com/capWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request: info@cloudaccountingpodcast.com

We dissect the AICPA's plan; Short seller Hindenburg Research reports that Adani Group had 23 and 24 year-old auditors sign off on financials. WSJ asks: "How can we make accounting cool?"; Biden vows to veto GOP plan to abolish the IRS; CPA exam takers down 25% since 2018; IRS too busy to replace old computers, suspends projectSponsorsOnPay - https://cloudaccountingpodcast.promo/onpayRelay - https://cloudaccountingpodcast.promo/relayFirst Republic Bank - https://cloudaccountingpodcast.promo/firstrepublicNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe (00:00) - Thank you to our sponsor, OnPay (00:19) - Preview: (01:01) - Introduction and some of what we'll cover this episode (03:13) - NPR Marketplace interview with Adrienne Gonzalez and the struggle to find accountants (10:30) - AICPA's town hall (16:43) - Thank you to our sponsor, OnPay (18:01) - Checking in on our live chat (21:12) - Matt asks for ideas on how he should obtain his 150 hours (27:47) - Thank you to our sponsor, Relay (29:55) - Accounting Today article on CPA exam pass rates falling in 2022 (35:59) - GAO says IRS gave up on computer systems upgrade (39:49) - Thank you to our sponsor, First Republic Bank (40:35) - Republican bill to abolish the IRS (43:15) - Lets talk about Adani Group's auditors (46:20) - Tether releases latest attestation report (48:51) - Nikole's voicemail and the Accounting High bracket (51:32) - Company holds "funeral" for QuickBooks (53:35) - Blake reads some listeners comments and feeback (58:05) - Wrap up and the CAP is going ti Expensicon! (59:46) - Classifieds (59:48) - Client Hub (01:00:24) - RightTool (01:00:46) - Federal Tax Updates Podcast (01:01:59) - How to advertise in these classifieds Show NotesHow Can We Make Accounting Cool? - WSJ          https://www.wsj.com/articles/how-can-we-make-accounting-cool-11675973909 If You Let 23-Year-Olds Sign Off on Audits, You're Gonna Have a Bad Timehttps://www.goingconcern.com/adani-group-auditors/ Why there's a national shortage of accountants https://www.marketplace.org/2023/02/07/as-tax-season-approaches-accounting-firms-are-short-on-staff/ Biden Vows to Veto GOP Plan to Abolish the IRS https://www.cpapracticeadvisor.com/2023/02/02/biden-vows-to-veto-gop-plan-to-abolish-the-irs/76458/ Controller - National Women's Soccer League (New York · NY)     https://www.teamworkonline.com/soccer-jobs/nwslsoccer/nwsl-league-office/controller-2034269 What's New in FreshBooks – 2023             https://www.freshbooks.com/blog/product-updates-2023 Self-employed bookkeeping platform Hnry books $35 million Series Bhttps://www.startupdaily.net/topic/funding/self-employed-bookkeeping-platform-hnry-books-35-million-series-b/ McDonalds Presidents Says California FAST Act Will Kill Restaurantshttps://smallbiztrends.com/2023/01/mcdonalds-presidents-says-california-fast-act-will-hurt-small-business.html New York Requires Disclosure in Small Businesses Financinghttps://www.pymnts.com/news/regulation/2023/new-york-requires-disclosure-in-small-businesses-financing/ Almost 70K ‘questionable' Social Security numbers used for $5.4B in pandemic-related loans: watchdog  https://thehill.com/policy/finance/3837329-almost-70k-questionable-social-security-numbers-used-for-5-4b-in-pandemic-related-loans-watchdog/ The 15 largest banks in the US    https://finance.yahoo.com/news/15-largest-banks-us-160040404.html Football, lifeguarding, college and accounting      https://hoganstand.com/article/index/326378 Password Managers – An Insightful Accountant Software Comparisonhttps://www.intuitiveaccountant.com/accounting-tech/vendor-news/password-managers-an-insightful-accountant-software-comparis/ IRS more likely to audit Black taxpayers https://www.accountingtoday.com/news/irs-more-likely-to-audit-black-taxpayers Press Release- February 1, 2023: Superintendent Adrienne A. Harris Adopts Updated Regulation For Disclosure Requirements For Commercial Financinghttps://www.dfs.ny.gov/reports_and_publications/press_releases/pr202302011 Crypto's One-Time Favorite Bank Faces Federal Probe Into FTX Relationshiphttps://www.pymnts.com/cryptocurrency/2023/cryptos-one-time-favorite-bank-faces-federal-probe-into-ftx-relationship/ US Bank launches automated direct deposit switchinghttps://bankautomationnews.com/allposts/payments/us-bank-launches-automated-direct-deposit-switching/ Chase to Expand Small Business Banking Workforce by 20%          https://www.pymnts.com/digital-first-banking/2023/chase-to-expand-small-business-banking-workforce-by-20-pct/ How Can We Make Accounting Cool? - WSJ          https://www.wsj.com/articles/how-can-we-make-accounting-cool-11675973909 Passing or failing? Pass rates for CPA exam fell in 2022https://www.accountingtoday.com/news/passing-or-failing-pass-rates-for-cpa-exam-fell-in-2022 How inclusive is your accounting firm?   https://www.accountingtoday.com/opinion/how-inclusive-is-your-firm AICPA proposes extensive tax changes to Congresshttps://www.accountingtoday.com/news/aicpa-proposes-extensive-tax-changes-to-congress Tether Releases Attestation Report Showing $960M Excess Reserveshttps://www.pymnts.com/cryptocurrency/2023/tether-releases-attestation-report-showing-960m-excess-reserves/ The Quickbooks And The Deadhttps://www.realclearmarkets.com/2023/02/09/the_quickbooks_and_the_dead_880636.html Tax Policy in Biden's 2023 State of the Union Address      https://taxfoundation.org/biden-state-of-the-union-tax-proposals/ Watch for accidental fraud, forensic accounting expert says          https://www.cfodive.com/news/watch-accidental-fraud-author-says/642358/ Accounting Services: The Talent War       https://www.lanereport.com/162724/2023/02/accounting-services-the-talent-war/ Most accounting professionals want more mental health help: studyhttps://www.cfodive.com/news/most-accounting-professionals-want-more-mental-health-help-study/642315/ Finzly Launches API Giving Developers Access to FedNow Servicehttps://www.pymnts.com/news/faster-payments/2023/finzly-launches-api-giving-developers-access-to-fednow-service/ Growblocks Raises $6M to Help Businesses Forecast Revenueshttps://www.pymnts.com/news/investment-tracker/2023/growblocks-raises-6m-to-help-businesses-forecast-revenues/ Gusto lays off 5% of staff              https://www.accountingtoday.com/news/gusto-lays-off-5-of-staff Students learn all about accounting at High School Leaders Conference at UM-Dearbornhttps://www.pressandguide.com/2023/02/08/students-learn-all-about-accounting-at-high-school-leaders-conference-at-um-dearborn Don't Let Clients Dictate Tax Workflow   https://cpatrendlines.com/2023/02/07/dont-let-clients-dictate-tax-workflow/ Center Your Firm Around Your Client       https://cpatrendlines.com/2023/02/03/center-your-firm-around-your-client/ How Marketing in Accounting Has Evolved           https://cpatrendlines.com/2023/02/03/how-marketing-in-accounting-has-evolved/ Jobber fixes on $100M as its platform for home services pros hits ...https://techcrunch.com/2023/02/07/jobber-fixes-on-100m-as-its-platform-for-home-services-pros-hits-200k-users/ Are SMBs invited to the business intelligence (BI) party? https://www.cio.com/article/453900/are-smbs-invited-to-the-business-intelligence-bi-party.html H&R Block went through 6 CEOs in a decade. Its latest chief exec is a marketing whiz with plans to claw back market share: ‘We were kind of that dusty place on the corner'https://fortune.com/2023/02/03/hr-block-ceo-taxes-growth-gig-workers-freelance-small-business/ IRS tells taxpayers in some states to wait to file taxes       https://www.accountingtoday.com/news/irs-tells-taxpayers-in-states-like-california-to-wait-to-file-taxes There's a surprising culprit behind mass layoffs, says a prominent management professor at Whartonhttps://fortune.com/2023/02/08/surprising-culprit-behind-mass-layoffs-says-management-professor-wharton/ Americanas' $4B Accounting Scandal Puts More Scrutiny on PwC's ...https://www.insurancejournal.com/news/international/2023/02/08/706637.htm AICPA publishes audit risk guide https://www.accountingtoday.com/news/aicpa-publishes-audit-risk-guide CoinTracker unveils real-time crypto tax advice from live expertshttps://www.accountingtoday.com/news/cointracker-unveils-real-time-crypto-tax-advice-from-live-experts IRS dropped plans to modernize some of its outdated systemshttps://www.accountingtoday.com/news/irs-dropped-plans-to-modernize-some-of-its-outdated-systems Accounting students provide volunteer income tax filing services to ...https://www.psu.edu/news/scranton/story/accounting-students-provide-volunteer-income-tax-filing-services-community/ Intuit study reveals Gen Z doesn't want to talk about financeshttps://www.atmmarketplace.com/news/intuit-study-reveals-gen-z-doesnt-want-to-talk-about-finances/ The past and future of accounting             https://www.accountingtoday.com/podcast/the-past-and-future-of-accounting Senators demand an accounting of how ServSafe fees are used  https://restaurantbusinessonline.com/operations/senators-demand-accounting-how-servsafe-fees-are-used Talent acquisition: AICPA chair hears student voices, shares strategieshttps://www.journalofaccountancy.com/news/2023/feb/talent-acquisition-aicpa-chair-hears-student-voices-shares-strategies.html Inkle Raises $1.5M to Power Tax & Accounting for US Cross-border ...https://financialit.net/news/fundraising-news/inkle-raises-15m-power-tax-accounting-us-cross-border-companies Does ChatGPT have any of the answers for accounting?https://www.accountantsdaily.com.au/technology/18115-does-chatgpt-have-any-of-the-answers-for-accounting OakNorth set to close Fluidly following 2021 acquisition https://www.altfi.com/article/10379_oaknorth-set-to-close-fluidly-following-2021-acquisition Lawyers wanted at the IRS           https://www.accountingtoday.com/news/lawyers-wanted-at-the-irs Fluidly to close its doors in April https://www.accountingweb.co.uk/tech/accounting-software/fluidly-to-close-its-doors-in-april Simu Liu praised for giving advice on accounting, burnout and ... https://www.independent.co.uk/life-style/simu-liu-twitter-advice-b2275858.html  Eller College scholarship aims to promote diversity in accountinghttps://azbigmedia.com/business/eller-college-scholarship-aims-to-promote-diversity-in-accounting/ iwocaPay Becomes the First Invoice Checkout Integration with Buy Now, Pay Later Option for Businesses that Integrate with QuickBooks           https://financialit.net/news/e-invoicing/iwocapay-becomes-first-invoice-checkout-integration-buy-now-pay-later-option Tax And Accounting SaaS Startup Inkle Raises $1.5 Million              https://www.msn.com/en-us/money/smallbusiness/tax-and-accounting-saas-startup-inkle-raises-dollar15-million/ar-AA179Y50 AICPA Town Hall: AICPA's 8-point human capital pipeline plan      https://townhall.libsyn.com/ath/aicpas-8-point-human-capital-pipeline-plan US Bank launches automated payroll deposit feature for new accountshttps://www.fintechfutures.com/2023/02/us-bank-launches-automated-payroll-deposit-feature-for-new-accounts/ Get in TouchThanks for listening and for the great reviews! 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Joining Ben in the studio this week is Melody… a retired Marine, a student at the University of Arizona's Eller College of Management, and an amateur bodybuilder in the Women's Figure Division working toward getting her pro card!  She's a very busy person, but she was able to make some time to talk to us about this week's word fit and to educate us about the often misunderstood sport of bodybuilding.  Ben asks some questions that maybe you were afraid to, and he tells an embarrassing first date story.  Melody shares stories about how she and her husband met, how she became interested in the sport through her husband's preparation to compete in men's bodybuilding, the importance of finding the right coach, and maybe a little bit about video games at the end.  00:00:21 - Introducing Melody and talking about what she is doing these days 00:02:41 - Fusing spines, mental health, quality of life improvements, and the definition of fit 00:04:45 - How the hosts think about fit, and maybe Ben should review the definitions 00:06:46 - A skein, a case of mistaken ethnicity, and how Melody met her husband FUN FACT: a skein is yarn wound into an oblong bundle ready to be used to knit or crochet 00:08:31 - How Melody became interested in bodybuilding, and balancing work/sport/family 00:12:04 - Ben's interest in bodybuilding, differences between NPC and IFBB, and pro cards 00:14:40 - Qualifications for “The Olympia” past and present, competition days, and small legs 00:18:05 - Ben admits to being a dating moron in his 20s, Diva the gladiator, and confidence 00:21:21 - How Melody deals with misconceptions about the sport and body dysmorphia 00:24:10 - Bodybuilding in the age of social media, and dealing with bullies as Generation X 00:27:33 - Generational perceptions, the importance of a solid coach, and self-coaching 00:32:48 - The Women's Figure Division, differences between divisions, and the X shape 00:37:34 - Using Olympia winners as a target, a shoutout to Cyd Gillon, and what is “grainy” 00:40:23 - Melody's future in the Figure Division and her coach's thoughts on a division change 00:43:10 - Ben has questions about performance enhancing drugs in bodybuilding 00:47:35 - Bodybuilding choices, myths, addiction, and getting ready for a competition 00:50:24 - Ben asks, “do we want to talk about plastic surgery” before talking about it anyway 00:52:00 - The benefits of implants during contest preparation, covering muscles, and balance 00:55:45 - Five minutes about video games, and Melody's closing thoughts on the word fit

OPENING QUOTE:..."You owe it to your industry and the people you know to tell them what you do. Because if you don't, then someone else might do a bad job and continue with that bad reputation of your industry..."- Austin BatesGUEST BIO:- Certified Mortgage Planning Specialist- Mortgage Originator for 19+ years- Expert in Working with Builders, Loan Structuring, Self-Employed Borrowers, and Clients with Multiple Properties as well as first-time Homebuyers and Credit Repair- Graduated in Marketing from the University of Arizona, Eller College of BusinessLinks:Instagram: https://www.instagram.com/austinbates/?hl=enLinkedIn: https://www.linkedin.com/in/austin-bates-b89a324/Facebook: https://www.facebook.com/austin.bates

This podcast is a timely history lesson about the electrification of rural America and the Depression-era program that made it happen. The Rural Electrification Act of 1936 – the REA – provided federal loans to install electrical distribution systems to serve rural areas. The REA may offer lessons as we invest to extend high speed broadband service across the country. To learn about the REA and its impacts, we're talking with Price Fishback, APS Professor of Economics at the Eller College of Management of the University of Arizona, an expert on the political economy of Roosevelt's New Deal during the 1930s.

Are stocks and bonds good in the long game? What are the best long-term investment options? In this episode, we speak to Professor Scott Cederburg about the nuance surrounding the stock market, bonds, and other investment types in the long term. He has a Ph.D. in Finance from the University of Iowa and is currently the Associate Professor of Finance at Eller College of Management at the University of Arizona. His research focuses on the long-horizon performance of a range of asset classes and investment types and has published in high-ranking academic journals, making him the perfect person to speak to about the subject. We discuss the topic through the lens of several papers he has written on stocks, bonds, retirement savings, and return predictability. In our conversation, we unravel the nuance of the returns on long-term stocks and bonds, hear details about his research design, and learn how unanticipated events can affect the market. He also provides insight into the different biases surrounding long-term investments, the block bootstrap approach, reasons why the block bootstrap approach is needed, and why bonds and bills may not be the long-term investment you were hoping for. We also discuss the best options for investors regarding pre-tax and post-tax accounts and the differences between high-beta and low-beta portfolios. He also shares some basic steps for investors to help them protect their investments. Join us as we dig into the past to uncover the financial future with Professor Scott Cederburg.   Key Points From This Episode:   We begin with Professor Cederburg describing his research design for his work investigating long-term returns on stocks and bonds. (0:04:20) Hear examples of how unanticipated events lead to impacts on stocks and bonds. (0:08:08) What the overall trend in the data was from his research on stocks and bonds. (0:11:05) Why considering different biases is essential for financial decision-making. (0:11:45) How the historical experience in the US stock and bond markets compare to other developed markets. (0:12:45) Details about the data he collected regarding domestic stocks and investors. (0:13:55) Learn how probable it is that domestic stocks will deliver losses in the long term. (0:16:41) Outline of the factors which tend to cause long-term stock losses. (0:17:36) What potential losses are in the long-term for international stocks. (0:18:58) How likely stocks will deliver catastrophic losses as opposed to traditional forms of loss. (0:22:15) Find out how much the probability of loss decreases with longer horizons. (0:23:59) The contribution of currency and domestic inflation to the trends in the data. (0:24:52) We compare how well international stocks hedge against long-term real losses in domestic stocks. (0:25:25) He shares how he thinks investors should approach the home country bias. (0:26:34) A rundown of the expropriations that exist in Professor Cederburg's data. (0:27:34) We talk about long-term stocks and their implications on asset allocations. (0:28:48) How wide the distribution of long-run stock payoffs are. (0:29:28) Discover how likely bonds and bills are to real losses over a long period. (0:30:16) Breakdown of what the distribution looks like for bond returns. (0:31:52) Whether bonds act as a hedge against poor stock returns. (0:33:24) Common economic conditions that explain the poor long-term returns for stocks and bonds. (0:34:58) Ways in which the results can be used to make predictions for the economic future. (0:38:36) Professor Cederburg tells us if stocks are safe or risky in the long term. (0:40:23) He unpacks mean reversion in the full-time series compared to the block bootstrap approach. (0:41:27) Why emerging markets were not considered in the study. (0:43:55) Advice for investors given the findings of his study. (0:45:00) We discuss the applicability of the findings within a contemporary market setting. (0:47:04) Which variables need to be considered when deciding between a pre-tax or post-tax savings account. (0:49:19) Factors that make a pre-tax and post-tax account valuable. (0:50:41) Hear the investment type most exposed to future tax schedule uncertainty. (0:54:50) Whether using a post-tax account can build resilience to tax uncertainty. (0:56:29) Simple rules for listeners to help them optimize the location of their savings. (0:59:08) How the simple rules compare to the optimization analysis performed for the research paper. (1:01:40) Risk-adjusted performance for high beta and low beta portfolios. (1:03:02) We learn what the implications are for someone investing in low-beta assets. (1:05:58) Professor Cederburg shares his definition of success. (1:09:17)     Links From Today's Episode:   Global Financial Data — https://globalfinancialdata.com/ ‘Stocks for the long run? Evidence from a broad sample of developed markets' — https://www.sciencedirect.com/science/article/ ‘Tax Uncertainty and Retirement Savings Diversification' — https://www.sciencedirect.com/science/article/ ‘Does it pay to bet against beta? On the conditional performance of the beta anomaly' — https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12383  

Geoffrey M. Roche, MPA, is an accomplished leader with steadfast commitment and passion for healthcare innovation, future-focused strategy, transformation, cultural change, diversity, equity, and inclusion, and workforce impact. His professional career includes over nine years in hospital administration as a strategic advisor to the President and CEO and department director of various departments, including Business Development and Planning, Government Affairs, Community Health, and Public Relations, for Lehigh Valley Hospital-Pocono. At Lebanon Valley College and Harrisburg University of Science and Technology Geoffrey held senior leadership roles focused on strategic partnerships, organizational strategy, and business development. As Senior Vice President, Business & Workforce Development at Dignity Health Global Education, he led a diverse team focused on developing institutional relationships with leading health systems while simultaneously championing national conversations and initiatives to develop innovative diversity, equity, and inclusion solutions for the healthcare workforce. He currently serves as the Senior Vice President, National Health Care Practice & Workforce Partnerships for Core Education. He is an Adjunct Instructor of Health Administration in the MBA/MHA Program at Moravian University and Corporate Faculty member in the Population Health program at Harrisburg University of Science and Technology, serves on the United Way of Lebanon County and United Way of Pennsylvania Board of Directors, IU 13 Board of Directors, Leadership Council for Moravian College, Patient Safety Committee for WellSpan Good Samaritan Hospital, and as an elected School Director of Annville-Cleona School District. Roche earned his Master of Science degree in Management and Leadership: Public Administration at East Stroudsburg University and his Bachelor of Arts in Political Science at Moravian University. He also holds a Mini-MBA in Healthcare from the University of Arizona, Eller College of Management, a Certificate in Innovation in Healthcare Management from Arizona State University, Thunderbird School of Global Management, the Certificate in Healthcare Leadership from Duke Corporate Education, and the Certificate in Heroic Leadership from Santa Clara University.LinkedIn: https://www.linkedin.com/in/geoffreymroche/Heroic Leadership book: https://www.amazon.com/Heroic-Leadership-Practices-450-Year-Old-Company/dp/0829421157Beaker Health: https://beakerhealth.com/

Home mortgage interest rates are going up, and home sales rates and even prices are going down. In this episode, I speak with Dr. Price Fishback, of Eller College of Management at the University of Arizona, about America's history of real estate booms and busts and the history of home loans. Of course, we can't talk about homes and home mortgages without getting into the history of governments' involvement. As it turns out, the U.S. government has been involved in U.S. real estate since the very beginning. As the Great Depression wreaked havoc on our economy, causing a huge number of farm and family home foreclosures, the US government got involved in regulating, buying and backstopping mortgages. Of course, we are all familiar with Fannie Mae and Freddie Mac. These two agencies were supposedly not government programs and were supposedly not backed by the U.S. government. The trouble was, no one believed it. Americans associated these corporations with the US government, and rightfully so! As evidence, both corporations had to bend to popular demand and Congressional pressure, by both parties, to extend their lending policy from high-quality loans to include lower-quality loans that carried significant risk. Well, we know what happened eventually, because all lived through the Great Recession, to which the subprime loan crisis was significantly the cause. In the Perspective segment of our conversation, Dr. Fishback talked about housing segregation. For more than a century, Black home ownership has consistently been about 20% below White home ownership. Many blame the Home Owner's Loan Corporation (HOLC), for institutionalizing housing segregation in America by creating maps that highlighted neighborhoods' racial and ethnic compositions. I had heard the term redlining and brought it up as well. Dr. Fishback is conducting an extensive and ongoing research on this topic. He believes that the history of HOLC, which is quite controversial, is misunderstood and he explained why. Below, are links to other episodes about the U.S. economy: S2E26: A Strong U.S. Dollar, Dr. Eichengreen S2E11: Inflation, Dr. White S1E18: Fed's History, Mr. Lowenstein I hope you enjoy these episodes. Adel Host of the History Behind News podcast HIGHLIGHTS: get future episode highlights in your inbox. SUPPORT: please click here and join our other supporters in the news peeler community. Thank you.

Tom Finn is the co-founder and CEO of LeggUP®, the first company to insure employee retention for their clients! Spending his entire career in the insurance industry, Tom possesses a wealth of experience in employee benefits, InsurTech, business development, and revenue strategies— all central to the company's unique offering, Talent Insurance™. Talent Insurance provides a single platform for personalized professional development and mental health support for a fraction of the cost to small and medium-sized businesses. Since launching in late 2017, LeggUP has helped organizations dramatically reduce staff turnover while increasing output, boasting impressive book of business results like a 73% improvement in employee job satisfaction, a 66% improvement in ability to avoid burnout, and a 39% improvement in physical health, lowering medical costs for companies. In addition to being an active member of SHRM and PIHRA, Tom is a member of the Young Entrepreneurs Council, a Forbes contributor, and a 2021 finalist for Innovator of the Year in his local business journal. His company, LeggUP, was also recognized as a “Great Place to Work,” thanks to their inclusive company culture efforts. Prior to LeggUP, Tom worked at Aetna as VP, growing regional earnings from $6 million to $50 million and expanding the business from 110,000 covered employees to 500,000+. He was also the Regional Managing Director of Anthem Blue Cross. Tom earned an MBA from USC and a B.S. in Business from The University of Arizona's Eller College of Business. https://www.leggup.com/ Social Media Links: https://www.linkedin.com/in/tomfinnleggup?trk=public_profile_browsemap https://www.facebook.com/LeggUPInc/ https://twitter.com/leggupinc https://www.instagram.com/leggupinc/?hl=en  

In the conclusion of Kathleen's discussion with Dr. Allison Gabriel from the University of Arizona's Eller College of Management, Allie shares the results of her study on Zoom fatigue and what really matters to working moms.

What if you could buy insurance for every new hire in your organization that would guarantee retention or your money back? What a concept! A coaching and employee engagement firm called LeggUP® claims that it is the first company to insure employee productivity, wellbeing and retention for their clients.I wanted to speak to the CEO of LeggUP® to find out what this means, how it works, and what benefits they've seen from this new approach. Join us as we explore:Why and How LeggUP was founded How do you ensure employee retention?LeggUP results - from 44% turnover to zero in six monthsReveal what is special about LeggUP's programManager tips on how you lift up your team Tips for keeping your team together in a remote environmentAlternatives to EAPHow LeggUp supports a fun work cultureAbout Tom FinnTom Finn is the Co-Founder and Chief Executive Officer of LeggUP®, the first company to insure employee productivity, wellbeing and retention for their clients. He is also the host of the Talent Empowerment podcast where he sits down with people leaders, talent development savants, founders, and executives from every industry to learn how they're driving people innovation. Spending his entire career in the insurance industry, Finn possesses a wealth of experience in employee benefits, InsurTech, business development, and underwriting strategies—all central to the company's unique offering, Talent Insurance®. Talent Insurance® provides a single platform for personalized professional development and preventative mental health support, for a fraction of the cost. Since launching in 2017, LeggUP® has helped organizations dramatically reduce staff turnover while increasing output, boasting impressive book-of-business results like a 73% improvement in employee job satisfaction, a 66% improvement in ability to avoid burnout, and a 39% improvement in physical health, lowering medical costs for client companies. LeggUP® improves the culture of organizations and issues Talent Insurance® payments to customers experiencing turnover.Finn has been recognized by The Financial Technology Report as a Top InsurTech Executive for 2021. In addition to being an active member of SHRM and PIHRA, Finn is a member of the Young Entrepreneurs Council, a Forbes contributor, and a 2021 Innovator of the year in his local business journal. LeggUP was additionally recognized as a Great Place to Work thanks to its inclusive company culture efforts. Finn previously worked at Aetna as VP, growing regional earnings from $6 million to $50 million and expanding the business from 110,000 covered employees to over 500,000. He was also the regional managing director of Anthem Blue Cross. Finn earned his MBA from the University of Southern California's Marshall School of Business and a Bachelor of Science in business from The University of Arizona's Eller College of Business.LinkedInWebsiteSupport the show (https://paypal.me/leadwithlevity)

Chris breaks down the Eller College Map Dashboard for Tucson as compared to other cities.

In this episode, CII general counsel Jeff Mahoney interviews professor Preeti Choudhary, Eller College of Management, University of Arizona , co-author of  The Economics of Audit Production: What Matters for Audit Quality? An Empirical Analysis of the Role of Mid-level Managers within the Audit Firm..

Dr. Paul Melendez, Professor and Assistant Department Head University of Arizona Eller College of Management McClelland Hall, 1130 E Helen Street Tucson, AZ ZIP: 85721 Email: pmelendez@eller.arizona.edu Dr. Paul Melendez is a native Tucsonan and a proud Wildcat. He has been with the Eller College of Management since 1996, currently serving as a Professor and Assistant Department Head in the Department […]

Dr. Paul Melendez, Professor and Assistant Department Head University of Arizona Eller College of Management McClelland Hall, 1130 E Helen Street Tucson, AZ ZIP: 85721 Email: pmelendez@eller.arizona.edu Dr. Paul Melendez is a native Tucsonan and a proud Wildcat. He has been with the Eller College of Management since 1996, currently serving as a Professor and Assistant Department Head in the Department […] The post CAW E13: Dr. Paul Melendez, UofA Eller College of Mgmt appeared first on Business RadioX ®.

Kevin is parent of 4, and husband of 1. He is an ex-judo and water polo player and beginning surfer.  Kevin is a Senior Investment Strategist on the Wells Fargo Asset Management (WFAM) Multi-Asset Solutions team, with 25 years of investment industry experience. He has taught classes at the University of Arizona in the Eller College of Management and the University of California, Berkeley in the masters in the financial engineering program at the Haas School of Business. Kevin holds a Bachelor of Business Administration degree in accounting and finance from the University of New Mexico and a Ph.D. in finance from the University of Arizona.  In this episode Steve and Kevin discuss:The value of lifelong learning. The importance of where to look for and where to find inspiration. Knowing when to take a step back and lighten your workload. Caring about impacting people's lives. Key Takeaways: Know yourself well enough to know what you're good at and admit what you are not good at. Don't be afraid to mentally adjust and change the ranking of your priorities to prioritize what is more valuable to you than what you accomplish at work. Doing the right things is more important than doing the flashy things. “You can find links in seemingly unrelated things you do.” - Kevin Kneafsey  Connect with Kevin Kneafsey:Email: kevin.kneafsey@gmail.com Connect with Steve and Jason:LinkedIn: Jason or SteveWebsite: Rewire, Inc.: Transformed Thinking Email: grow@rewireinc.com  Show notes by Podcastologist: Kristen BraunAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

I’m honored to be joined on this fifth episode of our special series about diversity and inclusion by Joe Carella. In fact, this is actually part two of my interview with Joe. If you missed the first part just visit leadersinpayments.com or any of your favorite podcast apps and search for episode 50. Joe Carella is a Professor of Global Strategy and the Assistant Dean for Executive Education at the Eller College of Management at the University of Arizona. He has over 20 years of experience in helping executives and corporations in talent development, inclusive workplaces, managing change, strategy formulation and execution. His academic and research engagements have seen him focus on strategic decision making, corporate strategy, talent development and business performance with a variety of corporate clients including Hershey's, Chevron, Fender Musical Instruments Corporation, Intel, BBVA and Microsoft. He is also responsible for designing, developing and delivering successful executive education programs for global corporations. Joe has also been a contributor to Money 2020, a keynote speaker on the state of the industry at the annual congress of the Forum of European Technology Professionals, the Society for the Plastics Industry, the Association for Talent Development and Disrupt HR. Joe has been a contributor to the Harvard Business Review focusing on the challenges of leadership.Joe’s specialties include organizational change, talent development, diversity, business strategy, innovation, business intelligence, facilitation, coaching, leadership development, executive education and global business.

This is episode 50 of the Leaders in Payments podcast and this is the fourth episode in our special series focused on Diversity and Inclusion. In this series I will be talking with leaders in the payments industry (and maybe some experts from outside of the industry) about diversity and inclusion. It has been proven that a diverse workforce and diverse management team leads to increased creativity, better decision making, reduced employee turnover and increased profit – as well as many other benefits that we will be talking about. This special series is brought to you by the Wnet and Paysafe.The Wnet or The Women's Network in Electronic Transactions is celebrating 15 years of helping women achieve greater personal success, influence, and professional parity in the payments industry. Wnet is a not-for-profit organization with a mission of creating a stronger and more diverse industry by empowering and investing in women. Learn how at www.wnetonline.org.Paysafe is a leading, global specialized payment provider. They’ve been driving innovation in and around payments for over 20 years all over the globe for both businesses and consumers. Paysafe believes Diversity and Inclusion is not just a checkbox, but rather a journey in which they are fully committed to being on around the world. Learn more at www.paysafe.com. I’m honored to be joined on this fourth episode of our special series about diversity and inclusion by Joe Carella. In fact, my interview with Joe was so full of incredibly useful information that we decided to break it into to two episodes, so this is the first of two with Joe Carella. Joe Carella is a Professor of Global Strategy and the Assistant Dean for Executive Education at the Eller College of Management at the University of Arizona. He has over 20 years of experience in helping executives and corporations in talent development, inclusive workplaces, managing change, strategy formulation and execution. His academic and research engagements have seen him focus on strategic decision making, corporate strategy, talent development and business performance with a variety of corporate clients including Hershey's, Chevron, Fender Musical Instruments Corporation, Intel, BBVA and Microsoft. He is also responsible for designing, developing and delivering successful executive education programs for global corporations. Link to research mentioned in this podcast: www.executive.eller.arizona.edu Joe’s email: carella@arizona.eduwww.leadersinpayments.com

Dr. Fox is an active early-stage investor and has assisted numerous businesses by providing capital and guidance. He has also founded several successful businesses and has served at the executive and board level for multiple companies. He is a former adjunct instructor at the Eller College of Business of the University of Arizona and holds a Ph.D. in Educational Psychology.Marty was extremely gracious with his time and insights, and here are some of his most important suggestions for entrepreneurs:Don’t take money from someone you don’t have a strong relationship with.  To support that, here are three tactics for deepening relationships: Practice empathy - Similar to how you take the time to deeply understand your customers, you should also take the time to deeply understand your investors.   Why are they investing?  What’s important to them?   What outcomes are they after?   Do you have the right chemistry to work together for the next decade?Give consistently, receive occasionally - When we are consistently giving of ourselves it ensures we’re surrounded by a support network that truly cares and wants to see us be successful.  Think about times when others have behaved in this way:  How did YOU feel?“Successful people are always looking for opportunities to help others. Unsuccessful people are always asking, ‘What’s in it for me?‘” – Brian Tracy, Author Show and prove you think of others - Simply remembering some small detail or important date can deepen those personal connections between two people.   Perhaps an unexpected call or text from you “Hey, I was able to apply that suggestion you made to me last week and will let you know how it goes.  Thank you!”.  Shifting our lens from being constantly focused inward to being frequently focused outward will do wonders for deepening our relationships.Avoid over-diversification -  My recommendation for entrepreneurs is that they get uncomfortably narrow about your first early adopter customer segment.   The more specific you can get, the faster you can move.    To hear a great entrepreneur working through getting specific, check out the Mentor Me Live episode with Aaron Gopp from Patter.See you next week!

In this episode, CII general counsel Jeff Mahoney interviews Preeti Choudhary, Associate Professor of Accounting at the Eller College of Management, University of Arizona. Professor Choudhary addresses the question of why corporate management waivers of financial statement errors identified by their external auditors are a cost to investors.

This episode explores some of the standard and creative choices companies have in adapting, insulating and optimizing equity awards for stock market declines.Host: Jennifer Namazi, Content Director, NASPPGuest: Nathan O'Connor, Managing Director, Equity MethodsEpisode Notes: Trends and observations of an unprecedented 2020 (2:06)How equity compensation has grown in relevance this year (7:48)Key considerations companies face in restoring broken incentives (9:20)The mechanics of restoring incentives and 3 choices available (12:53)What is "discretion" and how is it different from modifying an award? (14:17)Exploring different flavors and varieties of award modifications (22:22)Thoughts on relatives performance equity and it's place in executive compensation (30:29)Predicting the future of the equity compensation landscape (32:12)Resources mentioned in this episode:Optimizing Equity Awards in a Down Market (NASPP Blog)Modifications and Discretion FAQ (Equity Methods)About our Guest: Nathan O'Connor is a Managing Director at Equity Methods, a consultancy that helps hundreds of public and private companies model, value and account for equity compensation and other complex securities. As the first point of contact for prospective clients, Nathan brings over a decade of quantitative consulting experience to bear in collaborating with the Valuation, Reporting, and HR Advisory practices within Equity Methods to ensure that prospective clients’ needs are met. As a liaison between the company and the broader compensation community, he shares best practices at industry events throughout the country and through publishing technical articles. Prior to his current role, Nathan served as the national valuation practice leader at Equity Methods, where he oversaw all client delivery, operations, and R&D in support of more than 400 public and private clients, in addition to directly serving the compensation consultants and senior executives of several Fortune 50 companies.A technician at heart, Nathan is a Certified SAS Base Programmer who has taught core finance topics in the University of Arizona’s MBA program and internal derivatives workshops at Equity Methods. He holds a B.A. in International Relations from Purdue University, an M.B.A. in Derivative Securities from the Quinlan School of Business at Loyola University Chicago, and an M.S. in Finance (PhD ABD) from the Eller College of Management at the University of Arizona. He previously served on the Board of the Las Vegas NASPP as Program Chair and the Phoenix Chapter of the NASPP as Secretary. Currently, Nathan serves as a Chapter Leader of the Arizona Chapter of Financial Executives International and an Advisory Board Member of the Certified Equity Professional Institute.Support the show (http://naspp.com/membership)

Date: 8/07/2020 Show Description: Today we welcome Lee Beach. Lee is the McClelland Centennial Emeritus Professor of Management at the Eller College of Business, at the University of Arizona. He was a Professor of Public Administration and of Psychology, teaching graduate and executive courses on managerial decision making and organizational change. He served on the editorial boards of several well-known journals including: Organizational Behavior and Human Decision Making, The Journal of Behavior Decision Making, and The Journal of Forecasting. He attended the first conference on Naturalistic Decision Making in 1989 and is known for his work on the theory of the mind, the theory of narrative thought, and image theory. He has authored many influential books and articles, and he is also a professional artist. Where to find Lee: NarrativeThoughtForum.com The psychology of narrative thought: How the stories we tell ourselves shape our lives A new theory of mind: The theory of narrative thought The structure of conscious experience Learn more about NDM: NaturalisticDecisionMaking.org Where to find hosts Brian Moon and Laura Militello: Brian's website Brian's LinkedIn Brian's Twitter Laura's website Laura's LinkedIn Laura's Twitter

On Episode 44 of the Podcast we were fortunate to host Ty Udell with Dun Today. Ty has created a revolutionary app in the building industry that we have already incorporated here at A Finer Touch Construction for our clients. Dun Today is an on-demand solution for Home Builders, Home Warranty Companies, Professional Services Companies, and Home Owners to connect in real time. With over a decade of background in the Fortune 100 High-Tech sector, Ty is a generation Y millennial who understands the importance of business transformation in the digital age. He has extensive experience working with major retailers on omnichannel and mobile engagement strategies, and brings a unique understanding of what the next generation of home buyer expects. Ty holds a business degree from the Eller College of Management at The University of Arizona and is a member of the NHBA. You don't want to miss this episode as we dive in to Ty's journey to create this app and of course, the time and effort behind the scenes.

On Episode 44 of the Podcast we were fortunate to host Ty Udell with Dun Today. Ty has created a revolutionary app in the building industry that we have already incorporated here at A Finer Touch Construction for our clients. Dun Today is an on-demand solution for Home Builders, Home Warranty Companies, Professional Services Companies, and Home Owners to connect in real time. With over a decade of background in the Fortune 100 High-Tech sector, Ty is a generation Y millennial who understands the importance of business transformation in the digital age. He has extensive experience working with major retailers on omnichannel and mobile engagement strategies, and brings a unique understanding of what the next generation of home buyer expects. Ty holds a business degree from the Eller College of Management at The University of Arizona and is a member of the NHBA. You don’t want to miss this episode as we dive in to Ty’s journey to create this app and of course, the time and effort behind the scenes.

Wade Hamstra, Owner & Vice President Hamstra Heating & Cooling, Inc. 4389 N. Highway Drive Tucson, AZ 85705 520.629-9833 whamstra@hamstraac.com A native of Tucson, Wade is a confessed sports nut and business geek who is carrying on the legacy of a family business over 37 years old. A proud graduate of the University of Arizona s Eller College of Business, Wade […] The post CAW E6: Wade Hamstra, Hamstra Heating & Cooling appeared first on Business RadioX ®.

The Big Mistake People Make with AI     Business leaders of today have to understand the technology of tomorrow. Specifically, one would be wise to understand what AI is, how it works, and what problems it can solve for your business.    This episode of The Intuitive Customer is a conversation with Bikram Ghosh, associate professor of marketing at the Eller College of Management at the University of Arizona, Tucson about AI in business today and what is possible for your business processes.   Key Takeaways   Ghosh studies AI and its overlap with behavioral economics. He believes that the future of Customer Experience management and the way to foster customer-driven growth is AI, and here's why:   AI is machine intelligence driven by algorithms. The goal is to mimic the human mind. By taking stimuli from an external environment, called inputs, machines try to predict the outcome.   There are many types of AI. Machine Learning is a type of AI where machines attempt to learn from their mistakes. We learn from our mistakes; machines seek to do the same thing by making mistakes, recognizing them, sourcing them, and then fixing them moving forward.   Attitudinal Data refers to how customers talk about products on blogs and social media. From attitudinal data, the algorithm can extrapolate behavioral nuances.   Natural Language Processing makes it possible to detect behavioral nuances, and is a significant area of work in Machine Learning.   Computer Vision is when the machine analyzes micro-expressions or picture data to determine how people react to a product of brand.  This AI helps companies learn how people react to their product or brand from studying customers' micro-expressions or from picture data analysis.   AI is great at determining how a large group feels in general, but not individually. Machines are improving in these areas, however. Amazon is working on capturing the data about the nuances of customer emotions.   AI is excellent at categorizing groups. This news is excellent as many organizations do not have sufficient segmentation in their customer groups. The potential for segmenting by customer behavior is a possibility in the near future, which would allow for tracking the dynamic nature of customer actions and emotions.   Recommended Actions   Ghosh realizes that it can be daunting for people not familiar with AI to dive into the process. However, he offers some practical tips in this area:   Begin with a form of sentiment analysis. Getting the customer's emotions allows you group your customers based on how they feel. Decide what the appropriate response would be to each group. Map the outcome variables for the groups and their responses to design the process. Have your AI begin collecting data at every level down to deployment. Track your desired data, whether that is pertaining to customer loyalty, behavioral measures, or whatever else you want.  Here, I would discover what drives value for each group.   Some additional takeaways are:   Use AI to help with your categorizing. Solving many problems starts with effective segmentation for improved targeting. Best of all, AI can do thing your human resources cannot—and faster, too.   Do not use AI at activities that require creativity, judgment, and decision making. That's where humans come in.    Think of AI as complementary to human work. Ghosh recommends that you find parts of your business process that are repetitive or physical that you can automate with AI.   Remember you only have to understand what it can do; you don't have to program it. Most of us can't anyway. You hire people to do the programming. Your job is to determine what part of the process you can have them program.   Educating the team about how customer behavior is affected by emotions is essential. Helping people in your organization understand the importance of the emotional experience and how AI can help improve it, is critical as we move forward to the Customer Experiences of the future.     To discuss this further contact us at www.BeyondPhilosophy.com   About Beyond Philosophy: Beyond Philosophy help organizations unlock growth by discovering customers' hidden, unmet needs that drive value ($). We then capitalize on this by improving your customer experience to meet these needs thereby retaining and acquiring new customers across the market. This podcast is produced by Resonate Recordings. Click here find out more.

The Big Mistake People Make with AI     Business leaders of today have to understand the technology of tomorrow. Specifically, one would be wise to understand what AI is, how it works, and what problems it can solve for your business.    This episode of The Intuitive Customer is a conversation with Bikram Ghosh, associate professor of marketing at the Eller College of Management at the University of Arizona, Tucson about AI in business today and what is possible for your business processes.   Key Takeaways   Ghosh studies AI and its overlap with behavioral economics. He believes that the future of Customer Experience management and the way to foster customer-driven growth is AI, and here's why:   AI is machine intelligence driven by algorithms. The goal is to mimic the human mind. By taking stimuli from an external environment, called inputs, machines try to predict the outcome.   There are many types of AI. Machine Learning is a type of AI where machines attempt to learn from their mistakes. We learn from our mistakes; machines seek to do the same thing by making mistakes, recognizing them, sourcing them, and then fixing them moving forward.   Attitudinal Data refers to how customers talk about products on blogs and social media. From attitudinal data, the algorithm can extrapolate behavioral nuances.   Natural Language Processing makes it possible to detect behavioral nuances, and is a significant area of work in Machine Learning.   Computer Vision is when the machine analyzes micro-expressions or picture data to determine how people react to a product of brand.  This AI helps companies learn how people react to their product or brand from studying customers' micro-expressions or from picture data analysis.   AI is great at determining how a large group feels in general, but not individually. Machines are improving in these areas, however. Amazon is working on capturing the data about the nuances of customer emotions.   AI is excellent at categorizing groups. This news is excellent as many organizations do not have sufficient segmentation in their customer groups. The potential for segmenting by customer behavior is a possibility in the near future, which would allow for tracking the dynamic nature of customer actions and emotions.   Recommended Actions   Ghosh realizes that it can be daunting for people not familiar with AI to dive into the process. However, he offers some practical tips in this area:   Begin with a form of sentiment analysis. Getting the customer's emotions allows you group your customers based on how they feel. Decide what the appropriate response would be to each group. Map the outcome variables for the groups and their responses to design the process. Have your AI begin collecting data at every level down to deployment. Track your desired data, whether that is pertaining to customer loyalty, behavioral measures, or whatever else you want.  Here, I would discover what drives value for each group.   Some additional takeaways are:   Use AI to help with your categorizing. Solving many problems starts with effective segmentation for improved targeting. Best of all, AI can do thing your human resources cannot—and faster, too.   Do not use AI at activities that require creativity, judgment, and decision making. That's where humans come in.    Think of AI as complementary to human work. Ghosh recommends that you find parts of your business process that are repetitive or physical that you can automate with AI.   Remember you only have to understand what it can do; you don't have to program it. Most of us can't anyway. You hire people to do the programming. Your job is to determine what part of the process you can have them program.   Educating the team about how customer behavior is affected by emotions is essential. Helping people in your organization understand the importance of the emotional experience and how AI can help improve it, is critical as we move forward to the Customer Experiences of the future.     To discuss this further contact us at www.BeyondPhilosophy.com   About Beyond Philosophy: Beyond Philosophy help organizations unlock growth by discovering customers' hidden, unmet needs that drive value ($). We then capitalize on this by improving your customer experience to meet these needs thereby retaining and acquiring new customers across the market. This podcast is produced by Resonate Recordings. Click here find out more.

Brent and Rachel chat with Allison Duffy, the President and CEO of Silverado Technologies, about transitioning to a distributed workforce in the age of COVID-19 and how technology can ease the burdens on employers and employees. They discuss security concerns, training, and how to maintain a workplace culture while working from home. Allison Duffy is President and Owner of Silverado Technologies. Silverado Technologies is the leading IT consulting company in Southern Arizona, providing outsourced IT services for businesses throughout the region. Silverado specializes in network infrastructure management and cybersecurity risk mitigation. Allison received her Bachelor’s degree from Loyola University Maryland and her MBA from Eller College of Management at the University of Arizona. Allison was also named the 2019 40 Under 40 Woman of the Year. Allison can be contacted by phone at (520) 903-1580 or at aduffy@silveradotech.com. Or check out Silverado Technologies at https://silveradotech.com/.

Courtney Williams is the Co-Founder and CEO of Emagine Solutions Technology. She leads the company's business development, customer care, and operations. Courtney has over 12 years of experience leading customer metrics and analysis in Fortune 500 companies. She has extensive international marketing experience in Africa and Latin America, and has served on the board of Open Windows Foundation in Guatemala, and has volunteered for Mobile Meals of Southern Arizona.  Courtney is a Marketing graduate from the University of Arizona, Eller College of Management and received her MBA from Thunderbird School of Global Management.

Today on the podcast, Emilie sits down with Allison S. Gabriel, a return guest and associate professor of Management and Organizations in the Eller College of Management at the University of Arizona, to tackle the taboo topics of menstruation, maternity, and menopause at work. They break down how workplaces can evolve - both through conversation and policies - relating to women’s health and our careers. Related Links: Keep up with Allison on Twitter here Tackling Taboo Topics: A Review of the Three Ms in Working Women’s Lives When Companies Support Pumping Breastmilk at Work, Everyone Benefits Ep 76: How to Handle Mean Girls At Work Join Bossed Up’s Courage Community on Facebook  This episode was brought to you by Feals. Got a career conundrum or #bossmoves moment you want to share on the podcast? Call and leave a voicemail for Emilie NOW at 910-668-BOSS(2677). 

Tom LaMantia believes in making things happen. He’s the managing director and co-founder of Magenium Solutions, where he helps clients implement technology in order to grow their businesses, be more productive and stay competitive. With over 30 years of experience in global, high-tech digital transformation, Tom truly is a strategic thinker and innovator. And he’s one hell of a leader. Before starting Magenium, he was the co-founder and CEO of Intrinsic Technologies, a Chicago-based Microsoft National Systems Integrator. With Tom at the helm, the company grew to be one of the nation’s premier Microsoft service providers. Oh, and get this — he holds several patents, trademarks and copyrights; he’s on the National Board of Advisors for the Eller College of Management at his alma mater, the University of Arizona; he’s a member of the Economic Club of Chicago; and he’s a faculty member at Northwestern University’s Farley Center for Entrepreneurship and Innovation. Tune in as Tom discusses his “mischievous” childhood, why it’s so important to “play chess, not checkers” and the four Ps everyone should live by.

David Schmidtz is Kendrick Professor of Philosophy in the College of Social and Behavioral Sciences and Eller Chair of Service-Dominant Logic in the Eller College of Management. He is editor-in-chief of Social Philosophy and Policy. He was founding Head of the Department of Political Economy and Moral Science.

In this episode, CII General Counsel Jeff Mahoney interviews Preeti Choudhary, Associate Professor of Accounting at Eller College of Management at the University of Arizona, on her research paper "Auditors' Quantitative Materiality Judgments: Properties and Implications for Financial Reporting Reliability." The research analyzes data made available through the Public Company Accounting Oversight Board and concludes that there is a linkage between higher materiality thresholds used by external auditors and lower financial statement reliability.

Host: Pamela Garcia-Filion, PhD, MPH, a research scientist and associate professor in the Department of Biomedical Informatics at the University of Arizona College of Medicine  Guest Interview: Gondy Leroy, PhD, Professor, Management Information Systems, University of Arizona Dr. Leroy joined the Eller College of Management in 2013. Before coming to Eller, she taught at Claremont Graduate College, which she joined after earning her PhD in Management Information Systems from the University of Arizona in 2003. Her areas of expertise include natural language processing, text mining, text analytics, search engines, information retrieval and extraction and understanding by consumers, medical and biomedical informatics and human computer interaction and user studies. She is a member of the Association for Information Systems (AIS) and a senior member of the Institute of Electrical and Electronics Engineers.  Topics:Natural Language Processing Importance of data sharing Transdisciplinary research How to navigate the leading edge of research

Jill & Phil are the parents of Bakari Henderson whose life was ended abruptly in July 2017 when he was murdered in Greece. Bakari was a brilliant young man with a bright future ahead of him, a recent graduate of University of Arizona where he graduated from The Eller College of Management with a Bachelor degree in Business Finance & Entrepreneurship. He was in Zakynthos, Greece with three friends celebrating their recent college graduation while also conducting a photo shoot for his upcoming launch of his clothing line, Bakari Luxury Sportswear (“BLS”), when he met his untimely death. We meet with Bakari's parents to discuss what they are doing to honor and carry out Bakari's Legacy while still going through the judicial process to get justice for his murder. They will discuss how they are providing HOPE to other families in mourning through their personal tragedy. 

Jill & Phil are the parents of Bakari Henderson whose life was ended abruptly in July 2017 when he was murdered in Greece. Bakari was a brilliant young man with a bright future ahead of him, a recent graduate of University of Arizona where he graduated from The Eller College of Management with a Bachelor degree in Business Finance & Entrepreneurship. He was in Zakynthos, Greece with three friends celebrating their recent college graduation while also conducting a photo shoot for his upcoming launch of his clothing line, Bakari Luxury Sportswear (“BLS”), when he met his untimely death. We meet with Bakari’s parents to discuss what they are doing to honor and carry out Bakari’s Legacy while still going through the judicial process to get justice for his murder. They will discuss how they are providing HOPE to other families in mourning through their personal tragedy. 

Paulo Goes, Dean of the Eller College of Management, sits with us to talk about the exciting future of business education and The University of Arizona's expansion into the Phoenix Metropolitan Area. See acast.com/privacy for privacy and opt-out information.

What is the #1 source of conflict in the work environment? More often than not, a failure to communicate is at the root of the problem. So, how do we learn to speak the same language as our partners in the RFP process? What can we do up front to prevent tension later on? And how do we address conflict before it derails our progress as a team? Lesli Pintor is a lecturer in the realm of business communications for the University of Arizona's Eller College of Management and a Leadership Challenge Certified Facilitator. An expert in communication styles, Lesli is certified in both the DiSC Assessment and 12 Driving Forces methodologies. Prior to her work in business communications and consulting, Lesli spent three decades in the banking industry where she served as a commercial real estate and business lender. Today, Lesli sits down with us to offer insight around the relationship between communication and conflict in the workplace. She discusses the value in understanding your own communication style and the danger in assuming that your teammates work the same way you do. Lesli also describes how doing a little work up front to establish a Team Charter can help you understand each other's strengths and orient around a common goal. Listen in for Lesli's advice on dealing with difficult colleagues and learn how to navigate conflict within your RFP team! Key Takeaways Lesli's 30-plus years of experience in banking as a commercial lender How a lack of communication causes conflict in the work environment The value in understanding your team members' communication styles Lesli's advice around listening to understand vs. listening to respond The danger in assuming that everyone works in the same way you do How a Team Charter helps people orient around a common goal Lesli's insight on sticking to business with team members you dislike How to deal with the team's STORM stage sooner rather than later The benefit of owning your part of the conflict or disagreement How to understand each teammate's definition of success Lesli's tips for dealing with a combative teammate Do they understand the big picture? Are they in the right role? Do you need to involve a mediator? The changing landscape of individual/team performance reviews Lesli's guidance for dealing with conflict in the work environment Take deep breaths Consider own role Have the conversation Keep it strictly business Connect with Lesli Lesli on LinkedIn Connect with Lisa Lisa's Website Lisa on Twitter Lisa on Facebook Lisa on LinkedIn Subscribe on iTunes Resources People Styles People Styles at Work … and Beyond: Making Bad Relationships Good and Good Relationships Better by Robert Bolton and Dorothy Grover Bolton DiSC Assessment 12 Driving Forces The Four Stages of Team Formation The RFP Success Book by Lisa Rehurek

Today's Flash Back Friday comes from Episode 217, originally published in July 2014. Heather Wagenhals is Host of Unlock Your Wealth Radio and author of Yes You Can! and Bushido Business: The Fine Art Of The Modern Professional with Tom Hopkins, Brian Tracy and Steven Covey. Wagenhals explains why people don't save more if they already know to spend less. She also discusses the best place to put money if banks or the stock market fail. For the past 20 years, Heather Wagenhals has worked to empower others with her special blend of personal finance and wealth building techniques. Heather is a celebrated columnist, author of Yes You Can! With the late Jim Rohn and others, Bushido Business the Art of the Modern Professional with Tom Hopkins, Brian Tracy and Steven Covey, host of Unlock Your Wealth Radio, member of the National Speakers Association and International Speakers Network, Certified NLP Practitioner, and a designated real estate broker. Heather is also an adjunct Professor for the University of Arizona‘s Eller College of Business. A native Phoenician and Founder of the Unlock Your Wealth Foundation, Heather has two decades of experience in financial services that developed her Keys to Riches™ Financial Wellness Series, which teaches people how to identify and overcome their limiting beliefs around money with specific techniques to create unlimited wealth and happiness. In addition to money and credit management, Heather speaks on many topics including networking, etiquette, Neuro-Linguistic Programming, entrepreneurship, professional development for women, custom sales training, self-defense, firearms safety, real estate, and self empowerment. Her ability to take intimidating information and communicate it in easily digestible forms through all mediums, coupled with her personal mission to help others help themselves, makes heather one of the premiere key note speakers and personal finance experts today. Website: www.UnlockYourWealthRadio.com www.HeatherWagenhals.com

The economy is up and the real estate market is at a height! Trusted real estate broker and personal finance expert, Heather Wagenhals joins BGE Radio to share her expertise on how to "Crack the Real Estate Code". For the past 20 years, Heather Wagenhals has worked to empower others with her special blend of personal finance and wealth building techniques. Heather is a celebrated columnist, author of Yes You Can! With the late Jim Rohn and others, Bushido Business the Art of the Modern Professional with Tom Hopkins, Brian Tracy and Steven Covey, host of Unlock Your Wealth Radio, member of the National Speakers Association and International Speakers Network, Certified NLP Practitioner, and a designated real estate broker. Heather is also an adjunct Professor for the University of Arizona‘s Eller College of Business. A native Phoenician and Founder of Unlock Your Wealth Foundation, Heather has two decades of experience in financial services that developed her Keys to Riches™ Financial Wellness Series, which teaches people how to identify and overcome their limiting beliefs around money with specific techniques to create unlimited wealth and happiness. www.buildgrowandenjoy.com

Kevin rips The Girl Scouts, Eller College, and Spring Fling. Also, Cyclovia, SAHBA, and Corazon Ministries.

This week we have the second of our live podcasts coming to you from the Western Association of College and University Business Officers Annual Conference in San Francisco. Howard Teibel is joined by the incoming WACUBO presidents in which they share their hopes and insights around the power of a diverse and inclusive association, along with living up to the pressure of the legacy of leaders that has come before.  Our guests this week include…  WACUBO president Jean Vock, currently associate dean at Eller College of Management, University of Arizona WACUBO 2nd vice president, Robert Moore, currently senior vice president, Colorado College WACUBO At Large board member and Future Leaders’ Forum Program Committee Chair Arch Asawa, currently vice president for finance and administration and CFO, Soka University WACUBO 2016 Annual Conference Host Chair Teresa Costantinidis, currently associate vice chancellor for budget and resource management at University of California, San Francisco Thanks to all our guests for taking part in this wide-ranging conversation at the live event at the WACUBO Annual Conference in San Francisco.

Heather Wagenhals is Host of Unlock Your Wealth Radio and author of Yes You Can! and Bushido Business: The Fine Art Of The Modern Professional with Tom Hopkins, Brian Tracy and Steven Covey.    Wagenhals explains why people don't save more if they already know to spend less. She also discusses the best place to put money if banks or the stock market fail.    For the past 20 years, Heather Wagenhals has worked to empower others with her special blend of personal finance and wealth building techniques. Heather is a celebrated columnist, author of Yes You Can! With the late Jim Rohn and others, Bushido Business the Art of the Modern Professional with Tom Hopkins, Brian Tracy and Steven Covey, host of Unlock Your Wealth Radio, member of the National Speakers Association and International Speakers Network, Certified NLP Practitioner, and a designated real estate broker.    Heather is also an adjunct Professor for the University of Arizona‘s Eller College of Business. A native Phoenician and Founder of the Unlock Your Wealth Foundation, Heather has two decades of experience in financial services that developed her Keys to Riches™ Financial Wellness Series, which teaches people how to identify and overcome their limiting beliefs around money with specific techniques to create unlimited wealth and happiness.    In addition to money and credit management, Heather speaks on many topics including networking, etiquette, Neuro-Linguistic Programming, entrepreneurship, professional development for women, custom sales training, self-defense, firearms safety, real estate, and self empowerment. Her ability to take intimidating information and communicate it in easily digestible forms through all mediums, coupled with her personal mission to help others help themselves, makes heather one of the premiere key note speakers and personal finance experts today.    Listen to Unlock Your Wealth Radio at www.unlockyourwealthradio.com.      Find out more about Heather Wagenhals at www.heatherwagenhals.com.  

Benjamin Schneider, Distinguished Scholar in Residence at the Eller College of Management of the University of Arizona and Senior Research Fellow at CEB-Valtera, and Lyman Porter, Full Professor Emeritus at the Paul Merage School of Business of the University of California, Irvine, talk about their life and career with Frederick Morgeson, Eli Broad Professor of Management at the Eli Broad College of Business of the University of Michigan. They discuss their beginnings as researchers in the field of organizational science and how their friendship developed since the 1960s. Addressing young scholars, they give their recommendations for a successful career.

The Eller College of Management celebrated the accomplishments of Robert M. Gates, former U.S. Secretary of Defense, on Friday, March 30, 2012 by recognizing him as the University of Arizona 2012 Executive of the Year. Robert M. Gates served as the 22nd Secretary of Defense (2006-2011) and is the only Secretary of Defense in U.S. history to be asked to remain in that office by a newly-elected president. President Barack Obama is the eighth president Gates has served. He previously served under President George W. Bush. On Gates' last day in office, President Obama awarded him the Presidential Medal of Freedom, America's highest civilian honor.

Postings on Facebook and LinkedIn, credit scores, health records - the information stored about you on the Internet creates an indelible digital DNA sequence that will have an enduring impact on your life. Presented by William Neumann, honors professor, Eller College of Management, MIS director of projects.

Dr. Larry Ponemon is the Chairman and Founder of the Ponemon Institute, a research ?think tank? dedicated to advancing privacy and data protection practices. Dr. Ponemon is considered a pioneer in privacy auditing and the Responsible Information Management or RIM framework. Ponemon Institute conducts independent research, educates leaders from the private and public sectors and verifies the privacy and data protection practices of organizations in a various industries. In addition to Institute activities, Dr. Ponemon is an adjunct professor for ethics and privacy at Carnegie Mellon University?s CIO Institute. He is a founding board member of the Unisys Corporation?s Security Leadership Institute. Dr. Ponemon consults with leading multinational organizations on global privacy management programs. He has extensive knowledge of regulatory frameworks for managing privacy and data security including financial services, health care, pharmaceutical, telecom and Internet. Dr. Ponemon was appointed to the Advisory Committee for Online Access & Security for the United States Federal Trade Commission. He was recently appointed by the White House to the Data Privacy and Integrity Advisory Committee for the Department of Homeland Security. Dr. Ponemon was also an appointed to two California State task forces on privacy and data security laws. Dr. Ponemon is a member of the National Board of Advisors of the Eller College of Business and Public Administration, University of Arizona. He serves as Chairman of the Government Policy Advisory Committee and Co-Chair of the Internet Task Force for the Council of American Survey and Research Organizations (CASRO). Dr. Ponemon was a senior partner of PricewaterhouseCoopers, where he founded the firm?s global compliance risk management group. Prior to joining Price Waterhouse as a partner, Dr. Ponemon served as the National Director of Business Ethics Services for KPMG Peat Marwick, and was appointed Executive Director of the KPMG Business Ethics Institute. Dr. Ponemon has held chaired (tenured) faculty positions and published numerous articles and learned books. He has presented more than 500 keynote speeches or learned presentations at national or international conferences on privacy, data protection, information security, corporate governance, and responsible information management. Dr. Ponemon is an active member of the International Association of Privacy Professionals, serving as founding member of the Certified Information Privacy Professional (CIPP) Advisory Board. Dr. Ponemon is column editor for Computerworld, CSO Magazine, BNA, Dark Reading and other leading publications. He is a frequent commentator on privacy and business ethics for CNN, Fox News, MSNBC, The Wall Street Journal, New York Times, Washington Post, USA Today, Financial Times, Business 2.0, Newsweek, Business Week, U.S. News & World Report, CIO Magazine, Industry Standard, Boston Globe, InfoWorld, InformationWeek, Forbes, Fortune, CFO Magazine, Red Herring, Dow Jones News and others. Dr. Ponemon earned his Ph.D. at Union College in Schenectady, New York. He has a Master?s degree from Harvard University, Cambridge, Massachusetts, and attended the doctoral program in system sciences at Carnegie Mellon University, Pittsburgh, Pennsylvania. Dr. Ponemon earned his Bachelors with Highest Distinction from the University of Arizona, Tucson, Arizona. He is a Certified Public Accountant (active license in Texas). Dr. Ponemon is a veteran (Vietnam War era) of the United States Navy. He is married and has two sons.

Dr. Lawrence A. Ponemon is the Chairman and Founder of the Ponemon Institute, a research think tank dedicated to advancing privacy and data protection practices. Dr. Ponemon is considered a pioneer in privacy risk management and the development of the Responsible Information Management or RIM framework. Ponemon Institute conducts independent research, educates leaders from the private and public sectors and verifies the privacy and data protection practices of organizations in a various industries. In addition to Institute activities, Dr. Ponemon is an adjunct professor for information ethics and privacy at Carnegie Mellon University's CIO Institute and is faculty of CyLab. He serves on the Unisys Corporation?s Security Leadership Institute Board and the IBM Privacy Management Council. Dr. Ponemon is a member of the National Board of Advisors of the Eller College of Business and Public Administration, University of Arizona. He serves on the Government Policy Advisory Committee and Co-Chair of the Internet Task Force for the Council of American Survey and Research Organizations (CASRO). Dr. Ponemon earned his Ph.D. at Union College in Schenectady, New York. He has a Master?s degree from Harvard University, Cambridge, Massachusetts, and attended the doctoral program in system sciences at Carnegie Mellon University, Pittsburgh, Pennsylvania. Dr. Ponemon earned his Bachelors with Highest Distinction from the University of Arizona, Tucson, Arizona. Please visit Dr. Ponemon's web site: www.ponemon.org Susan Jayson Susan Jayson is executive director and co-founder of Ponemon Institute, LLC. In this role, Susan is responsible for managing the Institute's operations, including research on privacy and information management issues. Susan's background includes marketing, investor relations and corporate communications for such leading organizations as KPMG Peat Marwick, Arthur Andersen and the Financial Relations Board.

Dr. Lawrence A. Ponemon is the Chairman and Founder of the Ponemon Institute, a research think tank dedicated to advancing privacy and data protection practices. Dr. Ponemon is considered a pioneer in privacy risk management and the development of the Responsible Information Management or RIM framework. Ponemon Institute conducts independent research, educates leaders from the private and public sectors and verifies the privacy and data protection practices of organizations in a various industries. In addition to Institute activities, Dr. Ponemon is an adjunct professor for information ethics and privacy at Carnegie Mellon University's CIO Institute and is faculty of CyLab. He serves on the Unisys Corporation?s Security Leadership Institute Board and the IBM Privacy Management Council. Dr. Ponemon is a member of the National Board of Advisors of the Eller College of Business and Public Administration, University of Arizona. He serves on the Government Policy Advisory Committee and Co-Chair of the Internet Task Force for the Council of American Survey and Research Organizations (CASRO).