Podcasts about management insights

My guest today is Cliff Sosin. Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 2024. At the time, CAS had only four positions. This conversation is different to our typical episodes. We start by talking about Cliff's investing philosophy but the bulk of this long discussion is a case study into his remarkable investment in Carvana. Cliff is one of the biggest investors in the business, which had a market cap over $60 billion in 2021, then fell 99%, survived, and now has a market cap approaching $50 billion again. While I hosted Carvana's CEO, Ernie Garcia, last year to get the inside perspective on managing through such turbulence, today we hear the investor's side of this extraordinary story. It is a singular episode and there are so many lessons in this rare opportunity to hear a major investor describe his decision-making process at every stage of the journey. Please enjoy my great conversation with Cliff Sosin. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:00:32) Early Career and Discovering Investing (00:01:18) Journey Through Financial Firms (00:01:49) Starting the Firm and Initial Challenges (00:03:41) Investment Philosophy and Market Realities (00:05:07) Building the Firm and Investor Relations (00:07:23) Defining a Good Business (00:12:31) Contained vs. Uncontained Businesses (00:15:30) Mental Models and Market Insights (00:30:13) The Role of ESG in Investing (00:34:26) The Carvana Investment Story (00:41:01) The Complexity of Car Transactions (00:41:43) Carvana's Real Estate and Logistics Network (00:44:12) Reconditioning and Selling Cars (00:45:16) Carvana's Financing and Customer Service (00:46:43) Economies of Scale and Trust (00:49:40) Challenges and Management Insights (00:59:07) Operational Issues and Market Challenges (01:18:56) Questioning Carvana's Sales Strategy (01:19:17) The Role of Word of Mouth in Carvana's Growth (01:20:28) Identifying Early Adopters (01:21:00) The Impact of Market Conditions on Carvana (01:22:10) Carvana's Operational Challenges (01:23:10) Cutting Costs and Organizational Efficiency (01:27:19) The Apollo Deal and Debt Restructuring (01:28:23) Personal Reflections on Investment Decisions (01:34:21) The Psychological Toll of Investment (01:45:16) Future Investment Strategies and AI (01:49:48)The US Market and Investment Opportunities (01:54:51) The Kindest Thing Anyone Has Ever Done For Cliff

In this rich and timely conversation, Dr. Julianne Brown Meola joins Jennifer and Ron to explore the evolving landscape of talent management. Drawing on her extensive experience across multiple industries—including retail giants and Fortune 500 companies—Julianne offers a candid, practical, and strategic view of how organizations can navigate workforce challenges in a rapidly shifting environment.Key Takeaways: Talent management is more than hiring. It spans workforce planning, development, retention, and transitions—all aimed at growing both individuals and the organization.Measure what matters. Organizations often collect too much data without knowing how to use it. The focus should be on meaningful, actionable insights—not just numbers.AI is accelerating talent work. From training design to communication, AI offers efficiency—but ethical use and human oversight are key.Future readiness is top of mind. Organizations must build skill-based pipelines and prepare current employees for emerging challenges.Career paths are evolving. The traditional step-by-step ladder is giving way to skill-based growth and internal mobility. Flexibility and visibility are essential.Contact Dr. Brown Meola LinkedIn Profile Contact Millan We'd love to hear from you! If there's a people analytics topic you're curious about or would like to explore further, don't hesitate to reach out to us at survey@millanchicago.com. For more information about our services and insights, visit our website at www.millanchicago.com, or connect with us on LinkedIn: Millan Chicago. 

Our High Point University Sport Management alumni are doing great and important work in the field. Today, we are joined by Parker Murphy, HPU Sport Management graduate, who is now Operations Manager for the Wyndham Championship, a top PGA Tour Event. Learn how Parker manages hundreds of staff- and find out how YOU can get involved, as well, on this edition of the Sport Management Insights Podcast, a production of the Nido R. Qubein School of Communication Sport Management Department. 

Host: Nathan Falk, MD, MBA, FAAFP Guest: Megan Conroy, MD, MA(Ed), FCCP Patients with chronic obstructive pulmonary disease (COPD) often experience significant delays in diagnosis and treatment due to systemic gaps in management. A recent survey of 400 primary care and pulmonary clinicians uncovered patterns of fragmented care among both specialties. Join Dr. Nate Falk and Dr. Megan Conroy as they dive into the findings and explain how CHEST's COPD Toolkit can help clinicians address these gaps and provide a coordinated approach to COPD management. Dr. Falk is a board-certified family physician as well as a Professor and Founding Residency Director for Family Medicine at Florida State University in partnership with BayCare Health System. Dr. Conroy is a Chair and Assistant Professor in the Division of Pulmonary, Critical Care, and Sleep Medicine at The Ohio State University. This program is produced in partnership with the American College of CHEST Physicians and is supported by Regeneron Pharmaceuticals, Inc.

In this episode, Kyle talks with Luke Thomas of H&L Design Build about how intentional branding and a strong team culture has fueled his company's rapid growth. From his early career in ministry to scaling a successful design-build firm, Luke shares wisdom on leadership, delegation, financial growth, and the power of trust. Whether you're looking to grow your team, strengthen your systems, or spend more time working on the business, this episode is packed with practical insight and real-world encouragement. ----- The Remodelers VIP Club is designed to help you strengthen the 6 Main Systems of your remodeling business in a step-by-step way through our Remodelers Roadmap. You'll have access to a treasure trove of short pre-recorded training to help you immediately address the weak points of your business. Learn more and sign-up here! ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit RemodelersOnTheRise.com today and take your remodeling business to new heights! ----- Takeaways Every player needs a coach, and every coach needs great players. Our brand is our promise, reflecting who we are. Trust people, even if they haven't proven their trustworthiness yet. We need to learn to delegate to avoid burnout. I was feelings over facts; now I'm facts over feelings. Investing in systems supports great people and desired outcomes. Visuals in proposals need to be next level to meet client expectations. New levels bring new challenges that require adaptation. Building a strong team culture is essential for success. Continuous learning and coaching are vital for growth.  ----- Chapters 00:00 Introduction and Background 03:28 Journey into Remodeling Business 05:38 Leadership and Management Insights 08:48 Trusting and Empowering Employees 11:50 Growth and Strategic Vision 14:40 Financial Literacy and Business Growth 20:42 Navigating Financial Challenges in Business Growth 24:01 The Importance of Branding and Marketing 29:42 Building Effective Systems and Team Culture 33:40 Vision for the Future: Franchising and Beyond 38:19 Key Takeaways and Final Thoughts

In this episode, I talk with Haider Ali, lead civil, municipal infrastructure, and water resources engineer at Tetra Tech, about what it takes to lead high-performing engineering teams. We explore key aspects of engineering team management, from overcoming project challenges and tight deadlines to mentoring talent and shaping the future of civil infrastructure. ***The video […] The post Powerful Engineering Team Management Insights You Need to Know – Ep 286 appeared first on Engineering Management Institute.

In this episode of Cybersecurity Today, host Jim Love covers important security updates and warnings including critical flaws in WinRAR, a patch for a high severity zero-day vulnerability in Windows CLFS, and a security vulnerability in WhatsApp's Windows desktop application. He urges users to update their software to protect against exploits. Additionally, Jim discusses Identity Management Day and the concerning findings from an OKTA survey revealing Canadians' growing worries about identity theft. He announces his plan to create a special segment on new identity solutions to address these concerns. The episode also includes a shout-out to the BSides Calgary event for information security professionals. 00:00 Introduction and Event Announcement 00:51 Critical Flaws in Compression Utility 03:33 Microsoft Patches Zero-Day Exploits 05:01 WhatsApp Security Vulnerability 06:46 Identity Management Day Insights 10:13 Conclusion and Contact Information

What if you had 45 minutes to spend with a top NBA executive? You'll get that chance today, as we interview Charlie Freeman, High Point University Sports Executive in Residence and President of Business Operations for the NBA's Orlando Magic. 

Chas Woodhull Shares Wealth Management Insights Gallagher-pool.com About the Guest(s): Chas Woodhull is an accomplished financial advisor with a deep-rooted passion for entrepreneurship and investing. He began his journey at the tender age of eight and has since built a substantial career in wealth management. Currently serving as a Private Wealth Advisor at Gallagher Pool Wealth Management, Chas holds titles such as Accredited Investment Fiduciary and Certified Exit Planning Advisor. At only 29, he manages over $70 million in assets and is considered one of the most successful young money managers in the U.S. His career trajectory includes experiences at Northwestern Mutual and Gallagher Pool, where his strategic expertise in helping clients grow, preserve, and transfer wealth has been instrumental. Episode Summary: In this engaging episode of the Chris Voss Show, we explore the journey of Chas Woodhull, a dynamic young entrepreneur and financial expert, who started his investment career at the age of eight by purchasing Microsoft stock with his Kentucky Derby winnings. Host Chris Voss invites Chas to share his experiences growing up in an entrepreneurial family, his passion for investing, and his current role as a Private Wealth Advisor at Gallagher Pool Wealth Management. This episode is filled with insights into Chas's approach to financial planning and wealth management. Listeners will delve into Chas's unique perspective on investment strategies, highlighting how Gallagher Pool Wealth Management distinguishes itself by adopting principles of the world's greatest investors. Chas emphasizes the importance of maintaining a concentrated portfolio of quality companies with strong balance sheets, rather than adhering to conventional diversified investments. Throughout the conversation, Chas offers valuable advice on financial literacy, the significance of starting early with investments, and cultivating a mindset geared toward constant personal and professional growth. Key Takeaways: Chas Woodhull began investing at age eight, inspired by his entrepreneurial family and a passion for financial literacy. Gallagher Pool Wealth Management emphasizes a focused investment strategy aligned with top investors rather than broad diversification commonly pushed by large financial institutions. Starting early and being consistent is crucial in building wealth, with a significant impact from time invested in the market. Chas's firm prioritizes working with clients who are coachable and willing to learn, regardless of their initial investment size. Personal health and fitness are key components of Chas's success, reflecting his dedication to being the best version of himself. Notable Quotes: "If you don't have a plan, you plan to fail." - Chris Voss "The best time to get ahold of your finances and to start investing was five, ten years ago, or yesterday. The second best time is today." - Chas Woodhull "I believe that the way most big companies tell people to invest is for two reasons: it's easily saleable, and they know they're not gonna get sued." - Chas Woodhull "Life's too short not to work with good people." - Chas Woodhull "I've always been competitive. I've always wanted to be really great at whatever I do." - Chas Woodhull

In this episode of Global Risk Community Chat, we discussed revolutionizing vulnerability management with Joe Silva, the co-founder and CEO of Spektion. Joe shares his expertise in cybersecurity, drawing from his extensive experience as the former global CISO at JLL and cybersecurity leader at TransUnion.  Spektion is transforming the way organizations manage vulnerabilities by leveraging runtime behavior analysis to address risks beyond traditional CVE-based systems. Joe explains how their innovative approach helps enterprises understand software exploitability, prioritize risks, and integrate with existing tools like EDR, XDR, and SIEM. He also shares actionable insights for CISOs, risk managers, and security executives to enhance their vulnerability management strategies while reducing manual efforts and resource strain. If you want to be our guest or suggest someone for an upcoming episode, send your email to info@globalriskconsult.com with the subject line “Guest Proposal.”  Don't miss this insightful conversation on risk management, cybersecurity, and the future of vulnerability solutions.

Megan Hovey, Associate Manager Brands at Wasserman talks about her role, elevating her clients to ever greater success in branding with sport organizations. Learn how agencies capitalize on sport marketing and management with someone who does it successfully every day. 

In this episode of Loan Officer Team Training, I chat with Sophie Lapointe , mortgage broker and owner of Urban Pointe Lending. Sophie shares her inspiring journey in the mortgage industry and how she's built a strong, successful team. We talk about the importance of systems and automation, and how she's able to step away for personal vacations while her business runs smoothly. Sophie also opens up about her approach to social media marketing, maintaining a growth mindset, and the daily routines that keep her on track. Plus, we dive into the value of training and supporting your team, and why providing exceptional service to clients is always a top priority.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comSophie on Instagram: https://www.instagram.com/sophie.loans/Episode Highlights:00:00 Introduction to Urban Pointe Lending02:59 Team Dynamics and Structure07:29 Vacation Planning and Team Management09:27 The Importance of Systems and Automation11:35 Leveraging Social Media for Business Growth15:06 Adapting to New Marketing Strategies18:17 Navigating the Changing Real Estate Landscape23:17 The Power of Content Creation25:21 Building Connections and Collaboration29:07 Embracing Change and Growth33:40 Mindset and Daily Routines38:33 Learning and Development in Business

Here at High Point University, we provide opportunities for our students to actually experience their career aspirations at the very highest levels. Recently, several of our Sport Management students experienced such an opportunity when they visited the offices of the NBA's Dallas Mavericks. On this edition of the Sport Management Insights podcast, we'll learn what they learned- right there in the "inner sanctum" of a top NBA franchise. 

Summary In this episode of the Future of Dermatology podcast, we revisit the SF Derm 2024 Annual meeting and hear from Dr. Haley Naik, MD, as she discusses the management of Hidradenitis Suppurativa (HS). Dr. Naik covers the importance of controlling inflammation with medical therapies, the role of biologics in treatment, and the clinical pearls for using TNF inhibitors effectively. She emphasizes the need for early intervention to prevent permanent disfigurement and the importance of optimizing medical management before considering surgical options. Takeaways Using medical therapies to control inflammation is crucial. When to start a biologic is a common question. Preventing permanent disfigurement is a key goal. Adalimumab was the first FDA approved drug for HS. Real world goals include reducing pain and symptoms. Complete response means no pain and no new lesions. Infliximab is the best biologic for moderate to severe HS. Layering therapies is important for effective management. Optimizing medical management is essential before surgery. Chapters 00:00 - Introduction to the Future of Dermatology Podcast 01:03 - Managing Hidradenitis Suppurativa (HS) with Medical Therapies 04:35 - Understanding Biologics in HS Treatment 09:17 - Clinical Pearls for TNF Inhibitors in HS 11:35 - Optimizing HS Management Before Surgery

Send us a textJoin us for a captivating conversation with Ismail Elfath, a FIFA International Referee who has officiated matches on the world stage. Throughout the episode, Ismail outlines the critical skills of game management and the significance of body language and authority in establishing respect from players. He shares personal stories and advice that showcase what it means to be not just a referee, but a figure of stability on the pitch.Listeners will gain insight into the balance required to assert authority while maintaining empathy—essential for successful officiating. Ismail illustrates this through discussions on his early experiences, the importance of mentorship, and the critical lessons learned through years of dedication. Additionally, he recounts a heartwarming moment when he officiated a game for his son, providing a unique perspective on the emotional ties that exist in sports officiating.Whether you're a seasoned referee, a newcomer, or just a fan of the game, this episode offers impactful advice and touching stories. After listening, connect with us on social media to share your thoughts or favorite moments from the podcast. Together, let's keep the conversation going about the vital role of referees in sports!

Ali successfully paid off $17,000 in debt in just five years through Money Management International's (MMI) debt management plan. Ali shared how a job loss led him to accumulate debt across nine credit cards, with the highest balance reaching $7,000. Referred to MMI by one of his credit card companies, Barclays, Ali found solace and clarity through MMI's debt counseling services. You will learn about the pivotal role of debt consolidation in Ali's journey, as he described how MMI helped him condense his debt into one manageable payment, thus simplifying his financial obligations and making real progress on his balances. We also highlight the psychological benefits of debt management, as Ali explained how having a structured plan reduced his stress and restored his financial confidence. Additionally, Ali provided valuable advice for those struggling with debt, emphasizing the importance of recognizing when professional help is needed to effectively manage and pay off debts. Key insights: (00:00) Ali's story of consolidating Credit Cards (04:29) Debt consolidation and financial relief (08:40) The liberating feeling of being Debt Free

In these days of NIL and House Settlement, amateur collegiate sports is under pressure- but not at High Point University, where Club Sports are becoming what purely amateur collegiate sports used to be! Learn all the exciting and innovative ways HPU's new Athletic Director for Intercollegiate Sports, Dr. Stephen Denny, is blazing a path forward for Club Sports, providing virtually limitless new opportunities for athletes and those looking to gain experience in sports. 

In this episode, Professor Jim Scott from the High Point University Sport Management Department is joined by student Reagan Smith to discuss his favorite subject: HIMSELF! Ha. And, yes, this description was written by Prof. Scott, himself. Join us as Reagan does a great job guiding Prof. Scott through his career as a broadcaster, sports executive, and teacher. 

In this episode of The VetMed Mind, Julia Behr, Shawn McVey, and Rachel Teichberg share their unforgettable adventures and explore Julia's unstoppable spirit of positivity in the world of veterinary medicine.Since joining Veterinary Growth Partners in 2015, Julia Behr has played a pivotal role in shaping and expanding the practice coach team. Passionate about fostering collaboration, she empowers veterinary hospitals to achieve their goals and overcome challenges. Julia finds deep fulfillment in helping others incorporate self-care, wellness, and positivity into their daily routines, ultimately improving retention and career satisfaction. Committed to inspiring and equipping veterinary professionals, she provides the tools and guidance they need to succeed in their roles and enhance the well-being of their teams.To learn more about Julia Behr's passions in life and work:Follow Julia on LinkedIn - https://www.linkedin.com/in/julia-marlin-behr-cvpm-cvbl-pppc-ccfp-b5183498/Follow Julia on Instagram - https://www.instagram.com/jmarlin1125/Follow Julia on FaceBook - https://www.facebook.com/julia.marlin.behr.5Check out Julia's latest Management Insights - https://www.youtube.com/watch?v=-0mDKSDmm0k&t=6sThe VetMed Mind is a podcast project about sharing inspirational stories, lessons, and successes from the fantastic people of the veterinary industry.

This episode of the JACCP podcast, hosted by Editor-in-Chief Stuart T. Haines, explores the themed issue on "Clinical Pharmacy Practice, Education, and Advocacy in the Management of Diabetes," with guest editors Dr. Christine Schumacher and Dr. Jennifer Clements. They discuss key advancements in diabetes care, including continuous glucose monitoring (CGM), compounded GLP-1 receptor agonists, glucagon access, and the evolving role of pharmacists in hospital, post-transplant, and outpatient settings. The episode emphasizes education, collaborative care, and emerging research while addressing challenges such as medication access.

In our exclusive interview, Drs Chan and Hunter discussed the integration of asciminib (Scemblix) as a first-line therapy for patients with CML, optimal treatment sequencing in CML management, and how findings from the phase 2 OPTIC trial (NCT02467270) have influenced ponatinib (Iclusig) dosing strategies in patients with chronic-phase disease. They also addressed the role of mutational testing in guiding treatment selection, strategies to mitigate adverse effects, and the evolving role of stem cell transplantation in the treatment paradigm.

Lear More about NCH: https://nchinc.com/rtr Welcome to another episode of the Rent To Retirement Podcast!

Lear More about NCH: https://nchinc.com/rtr Welcome to another episode of the Rent To Retirement Podcast!

Podcast: PrOTect It All (LS 24 · TOP 10% what is this?)Episode: Understanding Cybersecurity Risks and Management: Insights from Harry ThomasPub date: 2024-12-09Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode, host Aaron Crow dives into cybersecurity and risk management with guest Harry Thomas, CTO and co-founder of Freanos. This episode tackles the complexities of managing security risks in large organizations, from outdated systems to inconsistent cybersecurity postures across various sites. Listeners will learn how companies leverage consultants and community support to bridge knowledge gaps and the importance of operationalizing cybersecurity tools. Harry Thomas shares his views on the evolving landscape of OT security tools, the role of AI in enhancing productivity, and innovative approaches to addressing vulnerabilities in critical infrastructure. The episode also explores the advantages of hybrid cloud models for improved resilience and ROI and offers practical advice on risk management and adaptability. Get Harry's book recommendations and learn about Freanos' platform, which is designed to efficiently prioritize and mitigate risks. Tune in for essential knowledge and strategies to "protect it all," whether you're an experienced cybersecurity professional or just starting out. This discussion is packed with actionable insights and innovative perspectives you won't want to miss.   Key Moments:  04:07 Understanding comprehensive risk environments requires collective expertise. 11:43 Flexible onboarding for diverse technological infrastructures. 14:21 Tools are costly; operational transfer challenges value. 17:22 Replicated improves network security troubleshooting efficiency. 21:07 OT must embrace new technologies for growth. 25:17 Cloud's benefits outweigh outdated equipment's drawbacks. 27:12 Fast internet enables remote power plant operation. 30:46 Prioritize resources over patching 80,000 devices. 35:13 Patching insufficient in OT, unlike IT systems. 37:43 Different risk approaches for IT vs. OT scenarios. 45:41 All business involves people, adaptability, and growth. 47:42 Cybersecurity will shift focus to customer impact.   About the guest :  Harry Thomas, a cybersecurity veteran with over a decade of expertise, specializes in offensive penetration testing and securing industrial and healthcare infrastructure. As CTO of Frenos, Harry leads the company's strategic innovation, focusing on advanced cybersecurity solutions to safeguard critical systems against evolving threats.   An accomplished educator and speaker, Harry has taught “Hacking PLCs” at DefCon and BSIDES Orlando, spoken at BSIDES NH, and appeared on the Secure Insights podcast, sharing insights on cybersecurity challenges and advancements.   Previously, he served as Director of Product R&D at Dragos, where he strengthened security in industrial control systems, and at AWS, where he developed AI/ML-driven User Behavioral Analytics to enhance security. Known for his technical expertise and leadership, Harry is a prominent speaker at global cybersecurity conferences, offering strategic insights into threat mitigation.   Connect Harry: https://frenos.io/ https://frenos.io/blog/atlas-advanced-threat-landscape-analysis-system https://frenos.io/blog/proactive-defense-zero-disruption-why-frenos-won-the-datatribe-challenge   Connect With Aaron Crow: Website: www.corvosec.com  LinkedIn: https://www.linkedin.com/in/aaronccrow   Learn more about PrOTect IT All: Email: info@protectitall.co  Website: https://protectitall.co/  X: https://twitter.com/protectitall  YouTube: https://www.youtube.com/@PrOTectITAll  FaceBook:  https://facebook.com/protectitallpodcast    To be a guest or suggest a guest/episode, please email us at info@protectitall.co Please leave us a review on Apple/Spotify Podcasts: Apple   - https://podcasts.apple.com/us/podcast/protect-it-all/id1727211124 Spotify - https://open.spotify.com/show/1Vvi0euj3rE8xObK0yvYi4The podcast and artwork embedded on this page are from Aaron Crow, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Dream of working at the top level of pro sports, but wonder how to get there? We check in with recent High Point University graduate, Seth Hatherly, to learn how to get it done!

Send us a textPicture this: you're navigating the murky waters of job hunting only to find yourself tangled in a LinkedIn scam. That's exactly what happened to me, Afro, and I'm here with Lexi on the Carolina Otaku Podcast to share that story and plenty more. In our latest episode, we promise to arm you with the know-how to spot those red flags in job offers and give a glimpse into the documentation essentials for U.S. employment. Meanwhile, Lexi holds down the fort with her steady work routine as we reflect on a holiday season spent in a rural setting, brimming with hope for more promising career opportunities in the new year.Ever left a crucial piece of equipment behind and had to scramble for a backup? That's just one of the everyday mishaps we chat about as we tackle the art of organizing and decluttering. From purging expired pantry items to wrestling with unwieldy appliances like those monster Samsung refrigerators, we share our triumphs and trials. As the conversation meanders into the job search realm, we touch on the roles of luck and networking, and how social media platforms like LinkedIn are becoming indispensable in career-building. It's a blend of practical advice and personal stories designed to offer insights into creating both an organized home and a thriving professional life.Our discussion takes a deeper dive into the subtleties of effective management and the dynamics that shape workplace environments. We draw from our own experiences with managers, examining leadership that values people skills over technical prowess and the challenges of managing diverse personalities. From recognizing toxic managerial styles to assessing company culture through turnover rates and employee reviews, we lay out what's at stake for employee morale and job satisfaction. As we round out the episode, the conversation is framed by the importance of a supportive work environment and the quest for job security, setting the stage for our eagerly anticipated holiday-themed follow-up.https://discord.gg/3q3d7Hy4RBwww.tiktok.com/@carolinaotakuswww.youtube.com/@CarolinaOtakus

On this episode of Chit Chat Stocks, Ryan gives a stock report on Kelly Partners Group (Ticker: KPG, listed in Australia), a company rolling up the small accounting firm space. Listen to the full episode to see whether he is buying the stock. We discuss: (00:00) Introduction to Kelly Partners Group (07:36) Current Business Model and Strategy (12:01) Understanding the Partner-Owner-Driver Model (17:42) Industry Durability and Growth Potential (23:51) Valuation Considerations and Market Positioning (39:10) International Expansion and Market Opportunities (43:20) Comparing Kelly Partners Group to Constellation Software (49:31) Management Insights and Team Dynamics (55:31) Valuation Challenges and Future Projections ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

How can cutting-edge technology revolutionize wealth management and tax planning? In this episode, David Snider, CEO of Harness Wealth, reveals his strategies for scaling businesses to billion-dollar valuations, disrupting traditional industries, and making advanced financial planning accessible to all. Discover the secrets behind Compass's rise, the future of blockchain and tokenization, and how innovative platforms are transforming access to sophisticated tax strategies. Gain valuable insights for entrepreneurs, investors, and anyone looking to navigate financial complexity with ease. To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd/streams Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.   Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd If you enjoyed the audio and video quality of this episode, enhance your own productions by signing up through our Descript affiliate link: https://get.descript.com/gaei637mutik Click here to check out our Amazon product of the day (affiliate): We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to check out our e-courses and bookstore here: https://www.drchrisloomdphd.com/shop Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/ Thank you to all of our sponsors and advertisers that help support the show! Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

Joe Ricciutti, President and General Manager of the Jersey Shore BlueClaws joins us to share his insights on how to succeed as a sport manager and marketer. Joe offers keen insight on how to get started and progress in a career in sports. 

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Kevin Stein, the CEO of Delos Insurance Solutions. Kevin tells of his aerospace engineering background and how modeling led him to the insurance space. He speaks of his passion for insurance, and of co-founding Delos Insurance Solutions to fill the commercial coverage gap around California Wildfires. Kevin speaks of his optimism for the future of Wildfire control with property fire-hardening principles and new detection and deterrent technology. Listen in for advice on hardening commercial properties against wildfire risk, and how to secure coverage against this risk.   Key Takeaways: [:01] About RIMS. [:15] About this episode. From RIMS headquarters in New York, our guest today is Kevin Stein, the CEO of Delos Insurance and we will discuss wildfire risk. [:39] The next RIMS-CRMP Exam Prep will be held with Purima virtually on November 14th and 15th. The next RIMS-CRMP-FED Exam Course will be hosted along with George Mason University from December 3rd through the 5th. [:58] Links to these courses can be found on the Certifications page of RIMS.org and through this episode's show notes. [1:05] RIMS Virtual Workshops! “Risk Appetite Management” is back by popular demand. Registration closes November 19th for the session on November 20th and 21st. That session will be led by Ken Baker. [1:20] Elise Farnham of Illumine Consulting recently joined us here on RIMScast. On December 4th and 5th, she will host “Applying and Integrating ERM”. On December 17th and 18th, she will host “Captives as an Alternate Risk Financing Technique”. [1:37] Those are just three of the workshops RIMS offers; we have lots more! Other dates for the Fall and Winter are available on the Virtual Workshops calendar, RIMS.org/virtualworkshops. [1:49] This is the last call to register for the RIMS ERM Conference 2024 which will be held on November 18‒19, 2024 in Boston, Massachusetts. The agenda is live, we've got a great keynote, and we've got so many fantastic educational sessions and networking opportunities for you! [2:07] So visit the Events page of RIMS.org and register today! A link is also in this episode's show notes. [2:14] Interview! Climate change and wildfire risks are on our minds here at RIMScast! My take is that there is no longer a wildfire season here in the U.S., it's just wildfire year. Let's see if our guest agrees with me, and what risk managers can do to combat and mitigate this problem. [2:39] My guest is Kevin Stein. He is the CEO of Delos Insurance Solutions and he is an aerospace engineer by training. We're going to get a fascinating perspective from him on wildfire risks and what risk professionals can do to limit their exposure. [2:56] We're also going to talk about the trends driving wildfire reduction techniques. Let's get to it! Kevin Stein, welcome to RIMScast! [3:21] Kevin and a Co-founder started Delos Insurance Solutions in 2017. It is a specialty MGA. They sell policies across California in areas that other insurers have vacated because of perceived wildfire exposure in those regions. [3:40] Delos Insurance Solutions is in partnership with an environment think tank made up of 100 professors, post-doc scientists, and the top wildfire researchers in the world. [99] They have co-developed the civil government models for agencies including CalFire, the Public Utilities Commission, and the U.S. Forestry Service, for 25 years. [4:04] With the think tank, Delos Insurance Solutions has developed more sophisticated wildfire underwriting internal tools and models that give a sense of a per-risk view of wildfire exposure as well as a portfolio-level view of wildfire exposure. [4:19] With that, Delos Insurance Solutions has developed a number of programs. They sell home insurance, landlord's insurance, and vacant home insurance across California. [4:33] Kevin tells about his experience as an aerospace engineer. He did his Master's in Aerospace Engineering at Stanford. He started on the modeling side and found his way into insurance. [4:56] Kevin finds insurance fascinating. He says that everybody in the industry understands how interesting insurance is and everybody outside the insurance industry does not. Having gone from outside the industry to inside it, Kevin says the people in the industry are correct. [5:13] Kevin says there are many different, interesting aspects of insurance and his career has been a wild ride. [5:40] Kevin says the reality of wildfire season is that wildfires can happen at any time. There need to be specific conditions for these fires to become large, destructive wildfires. Conditions need to be hot, dry, and windy and there needs to be fuel. [6:01] The seasons have been changing. In California, the wildfire seasons in 2017 and 2018 were very destructive. Historically, Northern California has a rainy season from mid-October through late March or early April. In 2017 they had sun through the end of December and rain until June. [6:43] During the Fall, Northern California has a lake effect of winds coming over the mountains out to the ocean, and it's usually stormy. In 2017 and 2018, they had 100-degree temperatures, the vegetation had been dry for six months, and the extreme winds led to fire superstorms. [7:11] In any wildfire area, once sustained rains start, you're in a more comfortable position. You need vegetation that's been dried out for a while to have large fire superstorms but even in the Spring or early Summer, you can have individual or smaller fires that threaten your properties. [7:37] The antidote to smaller, individual fires is to implement property-hardening techniques on commercial properties that effectively protect structures against smaller, slower-moving fires. [8:25] Fires are spreading. The Salem, Massachusetts fires, the Eastern Canada fires, the Hawaiian fires, the fires in Oklahoma, and in San Diego show that fires can happen in a lot of geographies now that have not experienced fires before. [8:59] This has a big effect on the insurance market. Insurers and reinsurers are looking at the spread and prevalence of wildfires and getting more concerned about what that means for their average exposure and maximum exposure. [9:18] The price of re-insurance is going up significantly and the availability of re-insurance and capacity is going down significantly. [9:28] The key for folks who own properties and large buildings and who rely on risk transfer as an effective means for managing their risk, is to be more creative and find more specialty groups. [9:49] The insurance industry is morphing. The previous structure included wildfire exposure with hurricane exposure and tornado exposure. Now many of them will exclude wildfire. [10:16] Risk managers will have to find specialty groups that are underwriting wildfire exposure more effectively and capturing re-insurance capacity more effectively to provide policies for people with this exposure. [10:40] A key to understanding your fire exposure is to understand what type of fires you are potentially exposed to. There are wind-driven fire locations, moisture-driven fire locations, and vegetation-driven fire locations. [10:58] To harden your property to vegetation fires, make the area around your building either a parking lot or drought-resistant, fire-resistant landscaping. Don't use bark or woodchips. You can have small scattered plants surrounded by concrete to avoid the risk of vegetation fire. [11:50] With wind-driven fires, your biggest risk is embers. Embers can catch a building on fire by igniting vegetation at the base of the structure, so remove all vegetation against the structure or under eaves, especially with single-story structures. [12:20] Embers can also get inside structures. Have ember-mesh screens on air intakes, such as those used by the HVAC system, and any openings in the foundation and your eaves. [13:03] Build structures out of fire-resistant materials. Shingles and siding need to be fire-resistant or fire-safe. Use double-pane windows. Single-pane windows crack in fires and embers can get in. Use ember-mesh screens. [13:59] For landscaping, make sure it is drought-resistant and fire-resistant. [13:52] Plug Time! RIMS Webinars! On November 14th, Marsh will present “Risk Perception and Management: Insights for a Changing Landscape”. [14:03] On November 21st, HUB International returns with the fourth installment of their Ready for Tomorrow series, “From AI to the SEC: The Future of D&O Litigation and Regulatory Exposures”. [14:17] On November 25th, Resolver returns to discuss “The Future of Risk & Compliance: 5 Key Insights for the Modern Leader”. [14:26] On December 5th, we have “Predictive Strategies to Detect Electrical and Machinery Failures”, presented by Global Risk Consultants, a TÜV SÜD company. [14:37] On Thursday, December 12th, OneTrust returns to deliver “Staying Vigilant: 7 Practical Tips for Ongoing Third-Party Risk Monitoring”. [14:47] More webinars will be announced soon and added to the RIMS.org/webinars page. Go there to register. Registration is complimentary for RIMS members. [14:59] RIMS is now accepting nominations for all awards other than Risk Manager of the Year 2025. The submission deadline is Monday, January 6th, 2025. To receive a RIMS award, all winners must be active members and in good standing. [15:19]  The awards are the Diversity, Equity, and Inclusion Chapter Leadership Award, the Harry and Dorothy Goodell Award, the Volunteer of the Year “Heart of RIMS” Award, the Richard W. Bland Memorial Award, the Chapter of the Year Award, the Rising Risk Professional Award, the Risk Management Hall of Fame, and the Cristy Award. [15:57] You can find more information about the awards through the About Us page of RIMS.org or the link in this interview's show notes. [16:06] Back to My Interview About Wildfire Risks with Kevin Stein! [16:36] Kevin has a really optimistic view of the future of wildfire risk. A lot of that has to do with firefighting strategies and resources. The California government has put massive amounts of money into forest management and it's been very effective. [17:01] Kevin is optimistic about the new technology. Improved outdoor sprinklers are triggered if a fire is oncoming and douse everything in water or fire-retardant material. Sensors are put in different locations to recognize fire quickly. [17:39] How fast firefighters get to a wildfire is hugely important in terms of how big the fire will be. Fires that are reached and controlled quickly don't become giant superstorms. Giant superstorms cause significant loss and burn down large buildings. Small wildfires can't do that. [18:07] The sensors are put on a variety of buildings to recognize smoke automatically with computer vision AI built in. Some longer-term technology is very interesting. In the future, there will be drone armies to replace the helicopters to pour fire retardant or water on top of wildfires. [19:10] Commercial clients can deal with re-insurers like Lloyd's of London to get coverage. Property-hardening characteristics and technologies come into play with a detailed assessment of the defensibility of the structure. [20:38] Wildfire Re-insurers are moving from being generalists to being specialists. Generalist actuaries study years of loss history to predict losses for the next year. Specialist perils require area expertise because the risks cannot be handled simply through large amounts of data. [21:13] Cyber is a great example of this. Cyber insurance was first bundled with general liability. The carriers soon realized they had no expertise to predict cyber risk so they excluded it. Specialty groups with expertise popped up to fill the gap in the market. [21:36] This has happened with flood insurance, hurricane insurance in Florida, and earthquake insurance. Wildfire is the next one. It's changing very rapidly. It's very complicated, so you need people with area expertise to be able to underwrite it profitably. [21:58] There is a trend where primary carriers are pulling back. They're making the sound decision for a risk manager who can't understand a peril. This opens up space for specialists to jump in, like Delos Insurance Solutions. Kevin says more groups will show up to serve the sector. [22:54] Kevin reveals some of his aerospace engineer experience. He put in a proposal to NASA for a heliocentric spacecraft to look for life on Alpha Centauri. That wasn't chosen, but there was an interesting satellite project he worked on. [23:35] Kevin helped create two NBN satellites to provide internet to all of Australia, combined with a detailed fiber network. Kevin managed everything mechanical on the build of those two satellites. [24:25] Special thanks again to Kevin Stein of Delos Insurance Solutions for joining us today on RIMScast. RIMS has a Wildfire Resources Page on RIMS.org. A link is in this interview's show notes. Be sure to go there for more insight and information on how you can combat wildfire risk. [24:44] More RIMS Plugs! The RIMS App is available to RIMS members exclusively. Go to the App Store and download the RIMS App with all sorts of RIMS resources and coverage. It's different from the RIMS Events App. Everyone loves the RIMS App! [25:18] You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in our show notes. RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [26:00] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [26:17] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [26:33] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [26:46] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [26:53] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Mentioned in this Episode: RIMS DEI Council RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS Strategic & Enterprise Risk Center RIMS ERM Conference 2024 — November 18‒19, 2024 | Boston, MA NEW FOR MEMBERS! RIMS Mobile App RIMS-CRMP Stories — Featuring Valerie Fox!  Nominations open for RIMS 2025 Awards! (Through Jan. 6, 2025) Nominations for the Donald M. Stuart Award RIMS Wildfire Resource Center RIMS Webinars: “Risk Perception and Management: Insights for a Changing Landscape” | Sponsored by Marsh | Nov. 14, 2024 “From AI to the SEC: The Future of D&O Litigation and Regulatory Exposures” | Sponsored by Hub International | Nov. 21, 2024 “The Future of Risk & Compliance: 5 Key Insights for the Modern Leader' | Sponsored by Resolver | Nov. 25, 2024 “Predictive Strategies to Detect Electrical and Machinery Failures” | Sponsored by TUV SUD GRC | Dec. 5, 2024 “Staying Vigilant: 7 Practical Tips for Ongoing Third-Party Risk Monitoring” | Sponsored by OneTrust | Dec. 12, 2024 RIMS.org/Webinars   Upcoming Virtual Workshops: Risk Appetite Management Nov. 20‒21 RIMS-CRMP Exam Prep (Virtual)Dec. 17‒18, 2024 | 9:00 am‒4:00 pm EST — Register by Dec. 10. “Applying and Integrating ERM” | Dec. 4‒5 “Captives as an Alternate Risk Financing Technique” | Dec. 17‒18 See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “Safety and Preparedness in 2024 with National Safety Council CEO Lorraine Martin” “Mitigating the Risks of Catastrophes with Mrunal Pandit of Tata Consumer Products” “Evolving Fire Risks with Ralph Bless” “California Wildfires: Risks, Preparedness, Business Continuity, and the Impact on Insurance Markets” (2020)   Sponsored RIMScast Episodes: “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL (New!) “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer “Alliant's P&C Outlook For 2024” | Sponsored by Alliant “Why Subrogation is the New Arbitration” | Sponsored by Fleet Response “Cyclone Season: Proactive Preparation for Loss Minimization” | Sponsored by Prudent Insurance Brokers Ltd. “Subrogation and the Competitive Advantage” | Sponsored by Fleet Response   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy   RIMS Events, Education, and Services: RIMS Risk Maturity Model® RIMS Events App Apple | Google Play   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Kevin Stein, CEO of Delos Insurance Solutions   Social Shareables (Edited For Social Media Use): There are so many different, super-interesting aspects of insurance. — Kevin Stein   I have a really optimistic view of the future of wildfire risk. A lot of that has to do with firefighting strategies and resources. The California government has put massive amounts of money into forest management and it's been very effective. — Kevin Stein   Sensors can be put in different locations to recognize fire quickly. How fast firefighters get to a wildfire is hugely important in terms of how big the fire will be. Fires that are reached and controlled quickly don't become giant superstorms. — Kevin Stein   There is a trend where primary carriers are pulling back. They're making the sound decision for a risk manager who can't understand a peril. This opens up space for specialists like Delos Insurance Solutions to jump in. Other groups will follow. — Kevin Stein  

Join us on this episode of West Virginia Outdoors as we meet the state's youngest Master Angler and hear his incredible fishing journey. We'll also share the story of a nice buck taken down in Putnam County. Plus, we'll be joined by DNR Assistant Chief for Game Management, Seve Rauch, for a discussion on game management strategies and updates. Tune in for a morning full of great outdoor stories and expert insights!

Cisco's 2024 Consumer Privacy Survey  reveals a growing awareness among consumers regarding data privacy and its correlation with trust in artificial intelligence. The survey indicates that 53% of consumers are now aware of their national privacy laws, a significant increase from previous years, and 81% of these informed individuals feel their data is protected. Notably, younger consumers are taking proactive steps to safeguard their privacy, with nearly half of those aged 25 to 34 having switched providers due to data policies. This shift towards privacy-centric behavior underscores the importance for businesses to prioritize transparency and secure data practices.The episode also highlights recent developments in the managed services provider (MSP) landscape, including Pax8's launch of the Voyager Alliance Partner Program, which aims to support global partners in the cloud commerce marketplace. This program emphasizes a partner-first approach, offering tailored support and tiered benefits as partners progress. Additionally, Amazon Web Services (AWS) has introduced the Generative AI Partner Innovation Alliance, connecting customers with AI and machine learning experts to develop generative AI solutions. These initiatives reflect a broader trend of leveraging partnerships and marketplaces to enhance service offerings and customer support.Host Dave Sobel further discusses the expansion of Nerdio's Manager for MSP platform, which now includes modern work capabilities for managing Microsoft 365 environments. This update aims to streamline operations for MSPs and improve efficiency with a new per-tenant pricing model that is more affordable for businesses of all sizes. The episode also touches on Evergreen's recent acquisitions of PCGIT and Netronom, as well as ConnectWise's efforts to strengthen its cybersecurity offerings in Europe through compliance with the EU's Network Information Security Directive.Finally, the episode delves into the evolving role of CIOs in navigating disruptions such as service outages and data breaches. Jennica McHugh from Accenture emphasizes the need for CIOs to advocate for funding aimed at risk mitigation and to prioritize public reputation during crises. The discussion also includes insights from Vishal V. Paraspath of Resilience, who urges industry leaders to reassess vendor reliability and risk management strategies in light of recent cyber incidents. Overall, the episode provides a comprehensive overview of current trends and challenges in the tech landscape, encouraging listeners to consider their own strategies for growth and compliance in a rapidly changing environment. Four things to know today00:00 Privacy Awareness Soars: Cisco Survey Links Consumer Trust to AI and Data Protection Practices03:13 AWS and Pax8 Launch Programs to Empower Partners in AI and Cloud Commerce Marketplaces05:06 Consolidation and Certification Shape MSP Landscape: Nerdio's Pricing Innovation, Evergreen's Growth, and ConnectWise's EU Compliance07:54 Proactive Risk Management and Compliance Take Center Stage as CIOs Turn Disruptions into Funding Opportunities  Supported by:  http://blumira.com/radio/    All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessoftech.bsky.social

Let's suppose that you are in charge of NIL deals for a major university. All these Name, Image, Likeness deals we are hearing so much about flow through you. How would you handle it? How would you get the gig in the first place? In this version of the Sport Management Insights Podcast, we find out... from Alana Sullivan, Associate for Business Development at North Carolina State University and a recent graduate of the Sport Management Department, here at High Point University. 

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Valerie Fox, the 2024 Donald M. Stuart Award Winner. Valerie and Justin discuss her receiving the Donald M. Stuart Award and what this recognition means to her. Valerie tells how her journey in risk management has evolved over her 42-year career. Valerie has held prominent roles across a diverse range of industries. She shares some highlights and challenges of her career. Valerie remarks on the education opportunities, taking on leadership roles, and networking, that ORIMS and RIMS provided for her that helped her develop and advance in her risk career. She shares details of a long-term international project that stretched her and that she is proud of. Valerie offers her expectations for the future of risk management and how today's students can prepare themselves to be tomorrow's risk leaders. Valerie hopes to continue her student outreach and offer them the knowledge to guide their paths. Listen in for advice on resilience and lifelong learning to keep up with the evolving risk management industry.   Key Takeaways: [:01] About RIMS. [:15] About this episode. From RIMS headquarters in New York, I am delighted to be joined by Valerie Fox, the 2024 Donald M. Stuart Award Winner and a RIMS-CRMP holder! [:41] The next RIMS-CRMP Exam Prep will be held with PARIMA virtually on November 14th and 15th. The next RIMS-CRMP-FED Exam Course will be hosted along with George Mason University from December 3rd through the 5th. [:57] Links to these courses can be found on the Certifications page of RIMS.org and through this episode's show notes. [1:04] RIMS Virtual Workshops! Elise Farnham of Illumine Consulting recently joined us here on RIMScast. On December 4th and 5th, she will host Applying and Integrating ERM. On December 17th and 18th, she will host Captives as an Alternate Risk Financing Technique. [1:26] Those are just two of the workshops RIMS offers; we have lots more! Other dates for the Fall and Winter are available on the Virtual Workshops calendar, RIMS.org/virtualworkshops. We've got more important plugs coming during the break. Now, let's get on with the show! [1:44] Interview! The RIMS Ontario Chapter (ORIMS) presented the Donald M. Stuart Award to our guest, Valerie Fox, at the RIMS Canada Conference 2024 in Vancouver. [1:57] Valerie is a CRM holder, a RIMS-CRMP holder, and the former Director of Risk Management and Health and Safety for NPL Canada. She has since retired. [2:14] The Donald M. Stuart Award is widely recognized as Canada's highest honor within the risk management field and since 1979, has celebrated Canadians who have made outstanding contributions to the profession. [2:28] Throughout her 42-year career, Valerie has held prominent leadership roles in risk management for a range of multinational corporations, including Walmart and Wendy's Restaurants of Canada. [2:44] We'll talk a bit about her career, how she sees the risk profession evolving, and why she's so inspired by the next generation of risk management professionals. Donald M. Stuart Award Winner, Valerie Fox, welcome to RIMScast! [3:33] Valerie notes that winning the Donald M. Stuart Award was a very special moment for her. She has a tremendous respect for the history of the Donald M. Stuart Award and the professional values it represents. [4:04] When Valerie was VP of the Ontario RIMS Chapter Board in 2017, she was responsible for the oversight of this award. She enjoyed it so much that she continued to be the presenter of the award for the last seven years. This year, she stepped down from the ORIMS Board. [4:25] When Valerie stepped down from the ORIMS board, her colleagues nominated her for the award. She couldn't be more humbled or appreciative of their recognition and support. To be recognized alongside the people she presented the award to over the years is very special. [5:02] ORIMS accepts nominations from all over the country. It's an award for all of Canada and is overseen by the Ontario Chapter. The nomination process has two stages. [5:21] If a nomination clears the first stage, a total nomination package is submitted with further documentation. The package goes to a panel of evaluators across the country, including risk managers, people on boards, and insurance companies and brokers. [5:44] They evaluate the nominations. The person with the top collective score wins the award. They're looking at the nominees' history with their companies, volunteerism, and the tenets the award represents. It's the Canadian version of RIMS Risk Manager of the Year. [6:36] Valerie's first role as a risk manager was Manager of Contracts and Insurance. She bought insurance, handled claims, and implemented some risk control of targeted risks. [6:56] The job description of a risk manager has evolved immensely and varies greatly from entity to entity, depending on the company's maturity, operations, experiences, losses, and more. [7:16] You could still be hired today as Manager of Contracts and Insurance but you could also be aspiring to be a Chief Risk Officer of a major, multi-national corporation with the responsibility to help them be more resilient and grow. [7:41] Valerie saw the evolution in risk management start very slowly. It has continually ramped up and now is speeding forward. [7:50] Over her career, Valerie had to be willing to delve into new challenges and be prepared to learn and develop new skills and new mitigation strategies and develop broad-based business knowledge. Without that knowledge, it's difficult to assess potential impacts. [8:33] Different industries have different areas of risk focus. Valerie started in the airline industry. A major focus was having a major accident response plan ready. There were challenges of jurisdictional insurance requirements and risk exposures around the world. [9:11] Valerie spent five years in the public sector as a risk manager for a municipality. The focus of public entities is protecting people in public spaces, maintaining critical services, and managing reputation. It includes presenting the right answers. [9:51] Valerie worked in the retail industry in domestic and international markets. On her first day at Walmart Canada, she realized how unprepared she was to deal with health and safety and worker's compensation management responsibilities. Those had been under HR in Canada. [10:13] Working for American companies, she had to get up to speed quickly on those areas of risk. Valerie trained herself on the job. She met with anyone she knew in the industry who was involved in health and safety. She met with people from the boards. [10:42] Valerie spent a lot of time in the stores with the associates to see what their concerns were. She spent time with operations leaders, seeing the processes first-hand to understand the risks and put together programs that fit the culture and the environment of the companies. [11:26] Valerie says retailers today need to do a deep-dive business impact analysis, map out dependencies and processes, and have alternative options to avoid business interruption. As a risk manager, you have to understand that to help businesses come up with the right solutions. [11:55] Valerie reviews a case of having to train people quickly after a buyout. [12:52] Valerie talks about working with a new inexperienced team that she had to take under her wing and teach risk management quickly. In large corporations, you also build company-wide teams and external teams that help you. [13:17] Valerie taught CRM courses at the University of Toronto. Later, she had the pleasure of hiring one of her most enthusiastic students for a risk management position. He now works for another company she is close to and he is doing super well. [13:48] Plug Time! RIMS Webinars! On November 14th, Marsh will present “Risk Perception and Management: Insights for a Changing Landscape”. [13:58] On November 21st, HUB International returns with the fourth installment of their Ready for Tomorrow series,  “From AI to the SEC: The Future of D&O Litigation and Regulatory Exposures”. [14:13] On November 25th, Resolver returns to discuss “The Future of Risk & Compliance: 5 Key Insights for the Modern Leader”. [14:22] On December 5th, we have “Predictive Strategies to Detect Electrical and Machinery Failures”, presented by Global Risk Consultants, a TÜV SÜD company.  [14:33] On Thursday, December 12th, OneTrust returns to deliver “Staying Vigilant: 7 Practical Tips for Ongoing Third-Party Risk Monitoring” [14:42] More webinars will be announced soon and added to the RIMS.org/webinars page. Go there to register. Registration is complimentary for RIMS members. [15:01] RIMS is now accepting nominations for all awards other than Risk Manager of the Year 2025. The submission deadline is Monday, January 6th, 2025. To receive a RIMS award, all winners must be active members and in good standing. [15:18]  The awards are the Diversity, Equity, and Inclusion Chapter Leadership Award, the Harry and Dorothy Goodell Award, the Volunteer of the Year “Heart of RIMS” Award, the Richard W. Bland Memorial Award, the Chapter of the Year Award, the Rising Risk Professional Award, the Risk Management Hall of Fame, and the Cristy Award. [15:56] You can find more information about the awards through the About Us page of RIMS.org or the link in this episode's show notes. I also have a link in the show notes to the nominations page for the Donald M. Stuart Award. Check it out! [16:13] Back to My Interview with 2024 Donald M. Stuart Award Winner, Valerie Fox! [16:33] Valerie was ORIMS President in 2018 and 2019. She also had a couple of terms as Vice President, two terms as Secretary, and more. She is an active ORIMS member and a Director at Large. She intends to continue volunteering, especially with student outreach. [17:28] Justin remembers the wonderful people he worked with when he co-hosted the ORIMS luncheon last year. [17:57] Valerie describes how being involved in RIMS and ORIMS, whether volunteering or participating in regular events, gives you so much to learn both in formal training and networking that greatly helps your career. [18:29] Volunteering on the board gives you leadership development opportunities. Those who step up to do this work are go-getters and prominent professionals who know their jobs. Their ages are from quite young to quite senior. It's a diverse group of leaders. [18:58] You learn a lot about non-profit work and compliance. On the board, Valerie learned a tremendous amount that she has applied elsewhere in her career. You can improve your comfort with public speaking. [20:00] Justin suggests trying stand-up comedy or an improv class three times to develop a foundation of confidence to speak publicly. [20:24] Valerie was on the RIMS Risk Leaders Series. See the link in the show notes. She gave an expansive view of her career and the challenges she overcame using risk management. [19:16] The career accomplishment Valerie is most proud of is with Walmart International. Valerie had to get the risk management process promptly into place and hire a team when Walmart came into Canada in 1994. It was very successful. [21:47] Therefore, Valerie was asked to take a three-year expatriate assignment to work with Walmart's international division as an internal consultant in seven countries where Walmart had recently opened operations. [22:02] She visited each country to work with their leadership teams on insurance brokerage, services, claims, health and safety, food safety, construction, benefits, and whatever they needed. It was tough. It was two-and-a-half years of being far out of her comfort zone. [22:34] At the end of that assignment, she felt like she had made a difference and she had grown as a risk manager and as a person. It was an invaluable experience she is very proud of. [23:01] It was a new way of doing things for Walmart, too. Valerie was a test case. There were some glitches through which Walmart learned and improved its support system for expatriates working around the world. It was an evolution both for Walmart and Valerie. [23:32] Valerie has assisted with RIMS-CRMP workshops in Canada. [24:00] Valerie believes the risk leaders of tomorrow in Canada should take the CRM program and work toward their CRMP certification. There is also a variety of technical training that can help them throughout their careers. [24:18] RIMS has helped Valerie to stay current through seminars and articles. It's extremely important that people have a solid business base. Get out from behind the desk and understand the business and how business is done. [24:47] Going forward, the emerging trend for employers is going to be to look at some of these qualifications as a minimum requirement. Gaining that base knowledge is important. [25:00] Valerie says risk leaders need to focus on the soft skills of team management, social intelligence, communication, and identifying and supporting mental health. Risk management is a people business. Know how to communicate with people and read their reactions. [25:34] Working from home during the pandemic has depleted some opportunities to gain that experience. Future risk leaders need to ensure they have those skills today. [25:59] Valerie is encouraged by the college and university students she has been meeting over the last couple of years of outreach. The students are bright, curious, motivated, and hungry to get out there and make their mark. [26:24] They're comfortable with technology and passionate about the world events that are shaping risks these days. They are the future. She hopes that she can continue to share some tidbits or tribal knowledge that they might find helpful. [26:44] Valerie has concerns about the talent gap as lots of people retire. We need to fill that gap fast. The students she has been seeing indicate to her that the future is bright. [27:01] Justin had the pleasure of attending the McGannon Foundation's closing ceremony for their students. The students are extremely impressive. He feels that we will be seeing them up on stage receiving awards in the not-too-distant future. [27:20] Val, it has been such a pleasure to see you again. I want to congratulate you again on winning the Donald M. Stuart Award in 2024. I look forward to seeing you at more RIMS events. Thank you so much for all you do for ORIMS and RIMS! [27:42] Special thanks again to Valerie Fox for joining us here on RIMScast! It's always a pleasure to speak with her. There is a link to her RIMS Risk Leaders Series interview in this episode's show notes. There is a link to her CRMP Story also in this episode's show notes. [28:02] For more coverage of the RIMS Canada Conference 2024 Awards, check out the October 15th episode of RIMScast, when we were live from Vancouver with Maryam Salmasi. She was the Fred H. Bossons Award Winner for 2024. A link is in this episode's show notes. [28:20] More RIMS Plugs! The RIMS App is available to RIMS members exclusively. Go to the App Store and download the RIMS App with all sorts of RIMS resources and coverage. It's different from the RIMS Events App. Everyone loves the RIMS App! [28:53] You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in our show notes. RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [29:36] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [29:53] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [30:09] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [30:23] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [30:30] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Mentioned in this Episode: RIMS DEI Council RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS Strategic & Enterprise Risk Center NEW FOR MEMBERS! RIMS Mobile App Hear Valerie on the RIMS Risk Leaders Series RIMS Press Release: RIMS Ontario Chapter Honours Valerie Fox with the 2024 Donald M. Stuart Award RIMS-CRMP Stories — Featuring Valerie Fox! Nominations open for RIMS 2025 Awards! (Through January 6, 2025) Nominations for the Donald M. Stuart Award RIMS Webinars: “Risk Perception and Management: Insights for a Changing Landscape” | Sponsored by Marsh | Nov. 14, 2024 “From AI to the SEC: The Future of D&O Litigation and Regulatory Exposures” | Sponsored by Hub International | Nov. 21, 2024 “The Future of Risk & Compliance: 5 Key Insights for the Modern Leader” | Sponsored by Resolver | Nov. 25, 2024 “Predictive Strategies to Detect Electrical and Machinery Failures” | Sponsored by TÜV SÜD GRC | Dec. 5, 2024 “Staying Vigilant: 7 Practical Tips for Ongoing Third-Party Risk Monitoring” | Sponsored by OneTrust | Dec. 12, 2024 RIMS.org/Webinars   Upcoming Virtual Workshops: RIMS-CRMP Exam Prep with PARIMA (Virtual) November 14‒15 | 9:00 am‒4:00 pm SGT — Register by Nov. 7. “Applying and Integrating ERM” | Dec 4‒5 “Captives as an Alternate Risk Financing Technique” | Dec. 17‒18 See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “Live From Vancouver! with Maryam Salmasi, Fred H. Bossons Award Winner 2024” “300th Episode Spectacular with RIMS CEO Gary LaBranche” “Change Management and Strategy with Jay Kiew, RIMS Canada Conference 2024 Keynote” “DE&I Initiatives with Lilian Vanvieldt-Gray of Alliant Insurance Services” “Julie Bean, 2024 Heart of RIMS Award Winner”   Sponsored RIMScast Episodes: “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog (New!) “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer “Alliant's P&C Outlook For 2024” | Sponsored by Alliant “Why Subrogation is the New Arbitration” | Sponsored by Fleet Response “Cyclone Season: Proactive Preparation for Loss Minimization” | Sponsored by Prudent Insurance Brokers Ltd. “Subrogation and the Competitive Advantage” | Sponsored by Fleet Response   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy   RIMS Events, Education, and Services: RIMS Risk Maturity Model® RIMS Events App Apple | Google Play   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Valerie Fox, CRM, RIMS-CRMP, former Director of Risk Management & Health & Safety for NPL Canada   Social Shareables (Edited For Social Media Use): Evolution in risk management started very slowly. It has continually ramped up and now it's speeding forward. Over my career, that meant I had to be willing to delve into new challenges and be prepared to learn and develop new skills. — Valerie Fox   On the board, I've learned a tremendous amount that I've been able to apply elsewhere in my career. — Valerie Fox   It's extremely important that people have a solid business base. Get out there from behind the desk and really understand the business and how business is done. — Valerie Fox   Students are comfortable with technology and passionate about the world events that are shaping risks these days. They are the future. I hope that I can continue to share some tidbits or tribal knowledge that they might find helpful. — Valerie Fox  

Leopoldo (Leo) Hererra is a professional golfer, a performance coach and the founder of "The Connected Golfer." Orginally from Venezuela, Leo represented his country in their national team and his success led him to being recruited to college (Univ. of Central Florida) in the USA.  During his time at UCF he discovered his purpose; he turned professional and founded "The Connected Golfer," a step-by-step model to help and guide golfers to their best golf ever. He has also published a manual for better performance and he joins #OntheMark to talk about his career in golf, and help you level up your game by better Golf Course Management: Understanding, respecting, and playing to your strengths Target selection and aiming at the middle of the green Recovery from trouble and "taking your medicine" Shot placement and the value of putting up-hill Understanding course conditions and appropriate club selection, and Post-round reflections for growth. Improve your course management and watch your scores improve.  Download and share or watch on Youtube by searching and subscribing to Mark Immelman.  

In this episode, Scott Becker talks with J.P. Morgan Wealth Management experts Daniel Resnick and Michael Smith about emerging trends in M&A, key insights for wealth management, and strategic planning for leaders and founders. Gain valuable perspectives on market activity and thoughtful advice for long-term growth in a rapidly evolving financial landscape.

In this episode, Scott Becker talks with J.P. Morgan Wealth Management experts Daniel Resnick and Michael Smith about emerging trends in M&A, key insights for wealth management, and strategic planning for leaders and founders. Gain valuable perspectives on market activity and thoughtful advice for long-term growth in a rapidly evolving financial landscape.

  Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Trisha Sqrow, of Marsh Advisory, and our Council Vice-Chair 2024, Suzanne Christensen, of Franklin Templeton Investments, and making his debut on RIMScast is Karthick Dalawai, of Penn Mutual Life Insurance Company. Karthick, Suzanne, and Trisha discuss value-based frameworks in terms of benefits, their experience with them, and value metrics. They share the concept of a value-based Enterprise Risk Management (ERM) framework to align risk management activities with the creation of shareholder value. They mention risk quantification methodologies to assess financial and non-financial risks. They explain the use of scenario analysis to tailor risk management practices to your organization's risk appetite and objectives and give ideas on how to get buy-in from the boardroom. Listen in for ways to implement a value-based ERM framework in your organization.   Key Takeaways: [:01] About RIMS. [:15] About this episode. From RIMS headquarters in New York, we will be joined by three members of the RIMS Strategic and Enterprise Risk Management Council to discuss risk quantification through a value-based framework. [:43] The RIMS ERM Conference 2024 will be held on November 18th and 19th in Boston. Opening keynote speaker John Hagel recently appeared here on RIMScast. Register at RIMS.org/ERM2024. [:58] We will talk about everything from RMIS and AI to D&O, ESG, the SEC, and various other acronyms. If you are a RIMS-CRMP holder, you can earn recertification points by attending the RIMS ERM Conference 2024! [1:16] For those of you interested in studying for the exam, a pre-conference workshop will be held on-site on November 16th and 17th. Register now; a link is on this page! [1:30] The next RIMS-CRMP Exam Prep will be held with Purima virtually on November 14th and 15th. The next RIMS-CRMP-FED Exam Course will be hosted along with George Mason University from December 3rd through the 5th. [1:45] Links to these courses can be found on the Certifications page of RIMS.org and through this episode's show notes. [1:53] RIMS Virtual Workshops! Elise Farnham of Illumine Consulting recently joined us here on RIMScast. On December 4th and 5th, she will host Applying and Integrating ERM. On December 17th and 18th, she will host Captives as an Alternate Risk Financing Technique. [2:14] Other dates for the Fall and Winter are available on the Virtual Workshops calendar, RIMS.org/virtualworkshops. [2:23] Interview! Returning to the show are Trisha Sqrow, of Marsh Advisory, and our Council Vice-Chair 2024, Suzanne Christensen, of Franklin Templeton Investments, and making his debut on RIMScast is Karthick Dalawai, of Penn Mutual Life Insurance Company. [3:00] These brilliant minds, Trisha, Suzanne, and Karthick, will present the session “Risk Quantification Through Value-Based Frameworks” to kick off Day 2 of the RIMS ERM Conference 2024 on November 19th. [3:15] Today we'll get tips on how to launch a value-based framework, what the benefits and limitations may be, and how to convince your board to buy in. Karthick Dalawai, Trisha Sqrow, and Suzanne Christensen welcome to RIMScast! [4:54] Karthick explains that Enterprise Risk Management in its current form and where it goes from here to enable leaders to make informed decisions tie back to metrics and the quantification of results. [5:22] Doing risk management thematically is good and influential, but anything you don't quantify you can't improve. Risk quantification is essential for a good enterprise risk management program. [5:49] Trisha's risk management path has evolved toward a value-based framework. She suggests an organization could start by measuring its overarching risk appetite, understanding its risks, and putting its ERM framework in place. [6:22] The parameters could be how much financial, regulatory, or strategic risk you want to take. Hone in on what the risk translates to by quantifying the value. [7:03] The metrics may not always be dollar amounts. There may be safety value metrics, or cyber security impacts. There is a way to tie those back to financials in many cases, but you can look at different values. [7:51] Karthick says it's easier to quantify financial risk than intangibles like cyber risk or talent risk. Having a common denominator makes it possible to explain risk so IT, HR, and all departments understand the enterprise risk, not just the risk in their slivers of the organization. [8:58] Defining risk under a value-based framework takes three keys: uncertainty, deviation from the company strategy, and taking the right opportunities to increase value. If you planned to grow 10% and you grew 15%, analyze that opportunity. What was the cost of that benefit? [10:20] Suzanne adds that scenario analysis helps. Why did your growth vary from your planned growth? What do you have to have in place to manage it? With a 15% growth, you'll need more resources and a plan for the logistics. You may need to make a lot of other arrangements. [11:06] You need to think about those things in contingency mode. Scenario analysis does that; it helps you work through those plans. [11:30] Karthick describes the possible limitations of a value-based framework. The common denominator is a financial metric. Executives need to understand what factors contribute to that value. Tying the risk appetite to the value occurs high in the organization. It's all-encompassing. [12:07] You have to break the framework into layers by what it means for the different business units and how they measure business. Rightly implemented, a value-based framework is of great value; otherwise, people might become disconnected from it. [12:37] Suzanne agrees that people might not buy in if the framework is not well-implemented. Suzanne and Karthick discuss avoiding bias and starting with wrong assumptions. [13:02] Karthick believes that gets into the risk culture of the organization. Is it conservative or more aggressive? When you have a quantifiable and measurable risk appetite, some people may tend not to breach it at all. Many times, risk decisions need not be risk-optimized. [13:48] Having a measurable risk metric guides how much risk people can take to add value to the organization, not just to manage the downside. Tie it back to the business metrics through which leaders measure their performance. Having a good manager is a win-win. [14:16] Suzanne adds that weighing the cumulative impact of multiple decisions while figuring out a strategy for the organization helps you think about the risk appetite of the firm and if there is room to take more risk. [14:53] Trisha considers the risk culture of the organization in helping people understand value-based frameworks. There are a lot of conversations to be had with various departments. A financial office does not have the same risks as a manufacturing facility or an airport. [15:28] Work with the people looking at safety metrics and help translate them into dollar amounts, considering insurance and claims. What value does the framework add? [15:45] Help people understand the value-based framework and have conversations around it. How much risk can you take? [16:19] Plug Time! RIMS Webinars! On October 31st, TÜV SÜD GRC discusses “Mastering Property Renewals: Strategies for Success in 2025 with Risk Engineering”. [16:34] On November 4th, I will be hosting a special RIMS Webinar presentation, “Lessons from Veterans on Strategic Risk Leadership”. That session will feature insights and perspectives from risk managers who previously served in the United States Armed Services. [16:53] On November 14th, Marsh will present “Risk Perception and Management: Insights for a Changing Landscape”. [17:00] On November 21st, HUB International returns with the fourth installment of their Ready for Tomorrow series,  “From AI to the SEC: The Future of D&O Litigation and Regulatory Exposures”. [17:15] On November 25th, Resolver returns to discuss “The Future of Risk & Compliance: 5 Key Insights for the Modern Leader”. [17:23] On Thursday, December 12th, OneTrust returns to deliver “Staying Vigilant: 7 Practical Tips for Ongoing Third-Party Risk Monitoring” [17:32] More webinars will be announced soon and added to the RIMS.org/webinars page. Go there to register. Registration is complimentary for RIMS members. [17:44] Back to My Interview with Suzanne Christensen, Trisha Sqrow, and Karthick Dalawai. [18:22] Karthick says to ask the executives at your organization if they use the deliverables from ERM in their day-to-day decision-making and how they tie into the metrics. If you get a positive answer, you're in a good spot. If not, a value-based framework is a good solution. [19:00] Every executive business leader manages P&L and understands dollarized values. Value-based frameworks are good tools if they are implemented in the right way. [19:21] Trisha says to consider your impact scoring. That's the beginning of your risk appetite. Work toward getting a common denominator. [19:40] Suzanne comments that to make better, more confident decisions in the organization, and get the executives engaged in the conversation, you want to understand what their tough decisions and challenges are. [20:03] In what would the executives like more transparency and understanding to make their tough strategic or day-to-day decisions? Connect with them where their challenges are as a starting point. That immediately proves value to the organization. [20:41] Trisha and Suzanne have publications discussed in episodes linked in the show notes. Suzanne authored a report on emerging risks and board reporting, “Navigating the Complexities of Emerging Risks”. Trisha co-authored “Developing and Refining Risk Appetite and Tolerance”. [21:21] Suzanne and Karthick will be two of the panelists in the closing general session of the RIMS ERM Conference 2024 on November 19th. That's going to be a forward-looking discussion that will be a lot of fun. [21:57] During that closing session, we're going to give away a registration to RISKWORLD 2025 in Chicago! Everyone should stick around for this session! [22:16] Thank you all so much for joining us today here on RIMScast! [22:25] Special thanks to Trisha Sqrow, Karthick Dalawai, and Suzanne Christensen of the RIMS Strategic and Enterprise Risk Management Council. [22:36] On November 19th, they will kick off Day 2 of the RIMS ERM Conference 2024 in Boston, with a session about Risk Quantification through a Value-based Framework. That will not be the only session they will present, so if you like what you heard, register now at RIMS.org/ERM2024. [22:59] Links to the guests' prior RIMScast interviews and their respective reports are in this episode's show notes. [23:12] More RIMS Plugs! The RIMS ERM Conference 2024 will be held in Boston, Massachusetts on November 18th and 19th. Register today at RIMS.org/ERM2024! [23:27] The RIMS App is available to RIMS members exclusively. Go to the App Store and download the RIMS App with all sorts of RIMS resources and coverage. It's different from the RIMS Events App. Everyone loves the RIMS App! [23:58 ] You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in our show notes. RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [24:40] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [24:57] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [25:12] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [25:26] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [25:33] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Mentioned in this Episode: RIMS ERM Conference 2024 will be in Boston, MA Nov. 18–19 | Register Now RIMS DEI Council RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS Strategic & Enterprise Risk Center NEW FOR MEMBERS! RIMS Mobile App RIMS Executive Report: “Developing and Refining Risk Appetite and Tolerance” RIMS Professional Report: “Navigating the Complexities of Emerging Risks” RIMS-CRMP Stories — New interview featuring Dan Elliott! Submit Your Nomination for 2025 Risk Manager of the Year — Part I is due on Oct. 31! RIMS Webinars: “Mastering Property Renewals: Strategies for Success in 2025 with Risk Engineering” | Sponsored by Global Risk Consultants, a TÜV SÜD Company | Oct. 31, 2024 “Lessons from Veterans on Strategic Risk Leadership” | Presented by RIMS | Nov. 4, 2024 “Risk Perception and Management: Insights for a Changing Landscape” | Sponsored by Marsh | Nov. 14, 2024 “From AI to the SEC: The Future of D&O Litigation and Regulatory Exposures” | Sponsored by HUB International | Nov. 21, 2024 “The Future of Risk & Compliance: 5 Key Insights for the Modern Leader” | Sponsored by Resolver | Nov. 25, 2024 “Staying Vigilant: 7 Practical Tips for Ongoing Third-Party Risk Monitoring” | Sponsored by OneTrust | Dec. 12, 2024 RIMS.org/Webinars   Upcoming Virtual Workshops: RIMS-CRMP Exam Prep with PARIMA (Virtual) | November 14–15, 2024 | 9:00 am–4:00 pm SGT — Register by Nov. 7 “Applying and Integrating ERM” | Dec 4‒5 “Captives as an Alternate Risk Financing Technique” | Dec. 17–18 See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “Big Shifts with John Hagel, ERM Conference Keynote” “Applying ERM Theory with Elise Farnham” “Maintaining an Award-Winning ERM Program with Michael Zuraw” “On Risk Appetite and Tolerance” with Trisha Sqrow “Emerging Risks and Board Reporting” with Suzanne Christensen   Sponsored RIMScast Episodes: “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant (New!) “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer “Alliant's P&C Outlook For 2024” | Sponsored by Alliant “Why Subrogation is the New Arbitration” | Sponsored by Fleet Response “Cyclone Season: Proactive Preparation for Loss Minimization” | Sponsored by Prudent Insurance Brokers Ltd. “Subrogation and the Competitive Advantage” | Sponsored by Fleet Response “Cyberrisk Outlook 2023” | Sponsored by Alliant “Chemical Industry: How To Succeed Amid Emerging Risks and a Challenging Market” | Sponsored by TÜV SÜD “Insuring the Future of the Environment” | Sponsored by AXA XL “Insights into the Gig Economy and its Contractors” | Sponsored by Zurich “The Importance of Disaster Planning Relationships” | Sponsored by ServiceMaster   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy   RIMS Events, Education, and Services: RIMS Risk Maturity Model® RIMS Events App Apple | Google Play   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guests: Karthick Dalawai, Chief Risk Officer for Penn Mutual Life Insurance Company   Trisha Sqrow, Vice President, Consulting Solutions, Marsh Advisory for Marsh USA Inc.   Suzanne Christensen, SVP, Head of Enterprise Risk Management for Franklin Templeton Investments Social Shareables (Edited For Social Media Use): Why Enterprise Risk Management exists in its current form and where it goes from here tie back to metrics and the quantification of results to enable leaders to make informed decisions. — Karthick Dalawai   Depending on your organization, you might be looking at different values and different types of metrics. Some might be strictly financial. An industry that has significant safety concerns might have a lot of safety value metrics, based on the type of risk. — Trisha Sqrow   Scenario analysis helps because you can run through those situations to say if that happens, then what happens? What do we have to have in place to be able to manage through that? With a 15% growth, you'll need more resources and a plan for the logistics. — Suzanne Christensen  

  In this episode of the Best Ever CRE Show, John McGeown, investor and property management expert, joins host Slocomb Reed. John shares his transition from heavy rehabs to value-add deals focused on efficient management, along with insights from managing over 1,200 units across Chicago. He dives into challenges with competitive deal flow, managing tenant expectations, and overcoming the rising costs in the Chicago market. John also makes the case for investing in Chicago, highlighting its economic diversity, historic architecture, and strong rental demand. John McGeown | Real Estate Background High Fidelity Property Management Based in: Chicago, IL Say hi to him at: www.chicagorealestatedaily.com Sponsors: Altra Running

Cardiologists Bob Harrington and Dhruv Kazi discuss the projected burden of cardiovascular disease in 2050, why it's not sustainable, and what can be done to prevent it. This podcast is intended for healthcare professionals only. To read a transcript or to comment, visit https://www.medscape.com/author/bob-harrington INCLUDE URLS and full titles for some of the pertinent studies cited. Forecasting the Burden of Cardiovascular Disease and Stroke in the United States Through 2050 https://doi.org/10.1161/CIR.0000000000001256 Forecasting the Economic Burden of Cardiovascular Disease and Stroke in the United States Through 2050 https://doi.org/10.1161/CIR.0000000000001258 Calculating the 30-day Survival Rate in Acute Myocardial Infarction: Should we Use the Treatment Chain or the Hospital Catchment Model? https://doi.org/10.5301/heartint.5000238 Life's Essential 8: Updating and Enhancing the American Heart Association's Construct of Cardiovascular Health https://doi.org/10.1161/CIR.0000000000001078 Current Trends in Hypertension Identification and Management: Insights from the National Health and Nutrition Examination Survey https://doi.org/10.1161/JAHA.123.034322 Youth-Onset Type 2 Diabetes: The Epidemiology of an Awakening Epidemic https://doi.org/10.2337/dci22-0046 US Trends in Cholesterol Screening, Lipid Levels, and Lipid‐Lowering Medication Use in US Adults, 1999 to 2018 https://doi.org/10.1161/JAHA.122.028205 GLP-1 Receptor Agonist Discontinuation Among Patients With Obesity and/or Type 2 Diabetes https://pubmed.ncbi.nlm.nih.gov/38787563 Health Care by Food https://healthcarexfood.org/ You may also like: Hear John Mandrola, MD's summary and perspective on the top cardiology news each week, on This Week in Cardiology https://www.medscape.com/twic Questions or feedback, please contact news@medscape.net

Welcome to the Sustainable Clinical Medicine Podcast! In this episode, host Dr. Sarah Smith sits down with Dr. Ann Tsung, a powerhouse in the fields of emergency medicine, critical care, aerospace medicine, and a flight surgeon at NASA. Not only an accomplished clinician, Dr. Tsung is also a dedicated coach, entrepreneur, and mother, who founded ProductivityMD to help others master time management for achieving a balanced life. Join us as we delve into Dr. Tsung's inspiring journey to becoming a NASA flight surgeon and her strategies for pursuing professional goals without sacrificing personal time. Discover the innovative ways she employs AI to boost productivity and maintain quality family moments, along with practical tools like phone grayscaling and "Inbox When Ready" to minimize distractions. Whether you're a clinician, entrepreneur, or busy parent, Dr. Tsung's expertise promises valuable takeaways for achieving harmony in all aspects of life. Here are 3 key takeaways from this episode: Dr. Ann Tsung Bio: Ann Tsung MD is a NASA Flight Surgeon, Critical Care/Emergency Medicine physician, peak performance/productivity coach at Productivity MD, real estate investor, podcast show host of Productivity MD, and a mother of a 19-month-old. With a unique fusion of medical precision and entrepreneurial success, she guides top physician entrepreneurs to unlock over 10 hours a week, master their mindset, scale their businesses, and achieve unparalleled freedom and leadership excellence -------------- Would you like to view a transcript of this episode? Click here **** Charting Champions is a premiere, lifetime access Physician only program that is helping Physicians get home with today's work done. All the proven tools, support and community you need to create time for your life outside of medicine. Learn more at https://www.chartingcoach.ca **** Enjoying this podcast? Please share it with someone who would benefit. Also, don't forget to hit “follow” so you get all the new episodes as soon as they are released. **** Come hang out with me on Facebook or Instagram. Follow me @chartingcoach to get more practical tools to help you create sustainable clinical medicine in your life. **** Questions? Comments? Want to share how this podcast has helped you? Shoot me an email at admin@reachcareercoaching.ca. I would love to hear from you.

In this episode of Ticket Volume, Matt Beran chats with Shane Carlson, Director of Global Presales Strategic Services at Airtable, about the evolution of Service Management processes. They explore how rigid processes can hold teams back, the shift to more flexible patterns, and the impact of technology on modern workflows. Discover how agility and outcome-focused strategies are transforming Service Management.

On this episode of Chit Chat Stocks, Ryan analyzes two grocery stocks he believes to have a lot of upside potential. But will he be purchasing shares? We discuss: (04:27) Exploring Grocer 1: Business Model and Growth (07:21) Grocer 1: Historical Performance and Management Changes (10:16) Financial Metrics and Stock Performance (13:27) Valuation and Future Projections for Grocer 1 (16:18) Introduction to Grocer 2: Business Model and Market Position (19:17) Resilience and Competitive Advantage (22:19) Franchise Model and Supply Chain Strategy (36:30) Market Position and Sourcing Strategy (44:51) Growth Ambitions and Management Insights (54:01) Valuation and Investment Considerations (59:48 Risks and Future Outlook ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this episode of STR Daily powered by Boostly, we dive into strategies for boosting profitability for mid-size short-term rental managers, shared at VRWS 2024, and explore Airbnb's new marketing push in Japan's domestic travel market. Stay ahead with insights on lean staffing, tech investments, and market expansion. Are you new and want to start your own hospitality business? Join our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Boostly and join the discussion: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to know more about us? Visit our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stay informed and ahead of the curve with the latest insights and analysis.

In this episode, Dr. Yeshvant Navalgund, Chief Medical Officer at National Spine & Pain Centers, discusses the latest advancements in pain management, including the transformative role of AI and cutting-edge technologies in personalized treatment plans. He highlights how these innovations are enhancing patient outcomes while emphasizing the importance of ethical leadership in healthcare.

In this unique episode of Rocketship.FM, host Mike Belsito explores the cutting-edge intersection of AI and product management. The show kicks off with an introduction to Google's Notebook LM, a groundbreaking AI research assistant. Then, in a twist, we present an AI-generated summary of the most recent edition of INDUSTRY: The Product Conference, showcasing key takeaways on team structures, customer focus, AI integration, and essential human skills in product development. This episode offers a unique blend of human insight and AI capabilities, providing listeners with a forward-looking perspective on the evolving landscape of product management. Rocketship.FM is brought to you by Evergreen Podcasts.

In this episode of the Tech Talks Daily Podcast, we're exploring the complex, high-stakes world of AI governance, risk management, and data security with Jack Berkowitz, Chief Data Officer at Securiti AI. Jack brings over 30 years of experience in the data field, having worked with top Fortune 500 companies like ADP and Oracle. Today, he's leading innovation at Securiti AI, a company that has become synonymous with secure data and AI systems, and is recognized for its Data+AI Command Center. The conversation begins with the critical challenges facing today's C-Suite. Executives are tasked with navigating the risks and opportunities presented by artificial intelligence while ensuring robust security frameworks are in place. Jack will discuss how CISOs and other executives can strike the right balance between leveraging AI for innovation and safeguarding against ever-evolving cyber threats like data poisoning and model theft. He will explain the steps that companies should take to secure their AI and data ecosystems, focusing on a framework that's not just reactive but proactive in identifying risks before they become costly problems. Listeners will learn about proven strategies for implementing AI governance, as Jack shares real-world examples from his discussions with clients. He'll also provide insights into how Securiti AI's platform is giving companies visibility into their data flows and equipping security teams with tools to manage compliance, privacy, and security across systems like SharePoint and Office 365. Are traditional security frameworks adequate in this fast-paced AI era? What can CISOs do to ensure their AI systems remain transparent, trusted, and secure, all while complying with an increasingly complex web of regulations? Join us as Jack Berkowitz answers these questions.

Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net asset value.  Our guest to break down 3i is Luke Bridgeman, a partner and portfolio manager at Hosking Partners. Luke shares the unique origin story of 3i, which dates back to pre-World War II in England. He takes us up through the present day, where longtime investment banker Simon Burrows has taken 3i and completely reshaped the asset management business into something that looks completely different.   Please enjoy this breakdown of 3i.  Register for the Business Breakdowns x Founders Conference. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. --- This episode is brought to you by Public: Invest in stocks, bonds, options, crypto, and more in one place. A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/businessbreakdowns. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:25) The Origin Story of 3i (00:06:30) 3i's Evolution and Strategic Shifts (00:07:12) The Impact of the 2008 Financial Crisis (00:08:20) Simon Burrows' Leadership and Strategic Changes (00:14:25) Focus on Action: 3i's Key Investment (00:25:23) 3i's Investment Strategy and Future Prospects (00:29:41) Valuation and Market Position of 3i (00:34:27) Key Risks and Management Insights (00:37:16) Lessons Learned from Breaking Down 3i

Welcome to another incredible episode of the Ed Parcaut Podcast!

Cultivating Success: From PGA Golf Tournaments to FarmingGuest Introduction: Andrew Lehman is the tournament director of the John Deere Classic, the annual professional golf tournament on the PGA Tour that takes place in the Quad CitiesFrom Carroll and went to ISUThe Role of a PGA Golf Tournament DirectorOverview: Provide a brief overview of the role of a PGA golf tournament director.Question: Can you give us a snapshot of your day-to-day responsibilities as a PGA golf tournament director?Parallels Between Tournament Management and FarmingQuestion: How do you ensure everything runs smoothly during a tournament, and how does this compare to maintaining operations on a farm?Planning and PreparationHow do you plan and prepare for a golf tournament.What tools and strategies do you use to stay organized?Team Management and LeadershipManaging a team is crucial. Can you share some of your experiences in team management.What leadership qualities do you think are essential for success in both farming and organizing golf tournaments?Dealing with UnpredictabilityGolf tournaments and farming both deal with uncontrollable factors like weather. How do you prepare for and respond to these uncertainties?What are some of the challenges that come along with leading the John Deere Classic?Right Place, Right TimeDiscussion Point: Andrew's perspective on being in the right place at the right time.Personal Stories and ExperiencesDiscussion Point: Andrew's favorite golf memories and challenges.ConclusionSummary: Summarize the key points discussed.Thank You: Thank Andrew Lehman for his time and insights.Call to Action: Encourage listeners to share their thoughts, subscribe to the podcast, and tune in for future episodes.Don't forget to like the podcast on all platforms and leave a review where ever you listen!Websitewww.Farm4Profit.comShareable episode linkhttps://intro-to-farm4profit.simplecast.comEmail addressFarm4profitllc@gmail.comPhone515.207.9640Subscribe to YouTubehttps://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTokhttps://www.tiktok.com/@farm4profitConnect with us on Facebookhttps://www.facebook.com/Farm4ProfitLLC/