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Happy Mindful Monday Everyone! In this week's episode, our host Allie Brooke interviews the fantastic Mary Olsen-Menzel. Mary has over 30 years of leadership across global media, tech, healthcare, and many other industries. She is the Founder and CEO of MVP Executive Development, a national leadership, coaching, and organizational management consultancy with offices in New York, Connecticut, and Illinois. Her clients range from Fortune 500 companies to start-ups with a broad reach of industries from FinTech to Football (the NFL). As a seasoned executive leadership coach, Mary works with companies and individuals to unlock the potential that improves business performance and catalyzes growth. Her coaching methods bring a fresh lens to business and a perspective that nurtures teamwork and helps drive results through grace, empathy, and "humane leadership." Before starting her company in 2012, Mary was a partner at two leading executive search firms. She also spent a decade at Tribune Company in Chicago as the National Managing Director of Talent, where she honed her understanding and expertise in recruiting and coaching. She worked closely with 20 newspapers, 27 television stations, and hundreds of digital assets nationwide to attract and retain the best and the brightest. In her early years, Mary worked in both the tech space and media and entertainment, where she started her career as a television reporter. Her innate curiosity and ability to connect with people paved the way for her life's work: helping leaders at all levels channel what “lights them up,” guiding and inspiring them towards more fulfilling and successful personal and professional journeys. Mary earned her MBA from Northwestern University's Kellogg School of Business and a Bachelor's in Communications and Public Relations from Illinois State University. Mary lives in Westchester, NY, with her husband, kids, and their Goldendoodle, Wrigley. She is a part of Marshall Goldsmith 100 Coaches, which brings together the world's leading executive coaches, consultants, speakers, authors, iconic leaders, and entrepreneurs. Mary volunteers for various local charities as well. Episode Topics How to live an inspired life and find your passions Lessons learned a decade after breast cancer and how her perspective on life changed physically, spiritually, and emotionally Why your inner light is your superpower Finding a career that gets your "head off the pillow" each day How she turned one of her biggest "upsets" into a career pivot How your passion, your purpose, your skills, and your personality will equal your paycheck How To Connect w| Mary Official site: www.mvpexec.com Book site: www.maryolsonmenzel.com Facebook @MVPExecutiveCoaching Instagram @maryolsonmenzel LinkedIn ***December Book Club*** "The Science of Stuck: Breaking Through Inertia to Find Your Path Forward" by Britt Frank Gro&Flo Book Club Group Coaching Program Winter Session Waitlist 1:1 GROWTH MINDSET COACHING PROGRAMS! Application Form Tailored weekly discussion questions and activities to spark introspection and self-discovery. Guided reflections to help you delve deeper into your thoughts and feelings. Thoughtfully facilitated sessions designed to provide maximum support, accountability, and growth. Apply for a FREE discovery call with me! Allie's Socials Instagram:@thegrowthmindsetgal TikTok: @growthmindsetgal Email: thegrowthmindsetgal@gmail.com Links from the episode Growth Mindset Gang Instagram Broadcast Channel Growth Mindset Gal Website Growth Mindset Gang WhatsApp Group Chat Better Help Link: Save 10% https://betterhelp.com/growthmindsetgal 1rst Phorm Products 1rst Phorm App Learn more about your ad choices. Visit megaphone.fm/adchoices
Mary Olson-Menzel has over 30 years of leadership across media, tech, healthcare, and many other industries globally. She is the Founder and CEO of MVP Executive Development, a national leadership, coaching, and organizational management consultancy with offices in Connecticut, New York, and Illinois. Her clients range from Fortune 500 companies to start-ups with a broad reach of industries from FinTech to Football (the NFL). As a seasoned executive leadership coach, Mary works with both companies and individuals to unlock the potential that improves business performance and catalyzes growth. Her coaching methods bring a fresh lens to business and a perspective that nurtures teamwork and helps drive results through grace, empathy, and "Humane Leadership". Before starting her company in 2012, Mary was a partner at two leading global executive search firms. She also spent a decade at Tribune Company in Chicago as National Managing Director of Talent, leading a team of 40+ human capital professionals. This is where her understanding and expertise in recruiting and coaching were honed. She worked closely with 20 newspapers, 27 television stations, and hundreds of digital assets across the country to attract and retain the best and the brightest. In her early years, Mary worked in both the tech space and media and entertainment, where she started her career as a television reporter. Driven by an innate curiosity and a deep passion for her work, Mary has dedicated her life to helping leaders at all levels channel what “lights them up” and inspires them into more fulfilling and successful personal and professional journeys. Mary earned her MBA from Northwestern University's Kellogg School of Business and a Bachelor's degree in Communications and Public Relations from Illinois State University.Mary currently lives in Westchester, NY, with her husband, three kids, and their Goldendoodle, Wrigley. She is a part of Marshall Goldsmith 100 Coaches, which brings together the world's leading executive coaches, consultants, speakers, authors, iconic leaders, and entrepreneurs. Mary volunteers for various charities locally as well. Her newest book is “What Lights You Up? Illuminate Your Path and Take the Next Big Step in Your Career.” www.maryolsonmenzel.com
Organizations often talk about having a culture of innovation. But what does that look like? To explore innovation and how to achieve transformative breakthroughs I've invited Kim Christfort to join me. Kim is the Chief Innovation Leader and National Managing Director of Deloitte Greenhouse Experience, where they work to spark new thinking, accelerate decision-making, and build long-term business development. Kim shares how her background in theatre and science gave her a love for problem-solving and interacting with people, but it wasn't until she created her position at Deloitte for herself that she could fully incorporate her creative side. The Deloitte Greenhouse Experience is not just a space, it is an experience, a stage where Kim can set the environment to diagnose what is holding the group back and activate the brain through immersion to create momentum and opportunity to break through the barriers that are holding you back. For ten years Kim and her team have been working with people, teams, and leaders to achieve breakthroughs but have never codified or packaged the research and data they have been doing. This was the catalyst for Kim's book The Breakthrough Manifesto which acts as a field guide for leaders and organizations to act, join the movement, and achieve breakthroughs that can fundamentally shift the way an organization thinks and operates. Three Key Takeaways: · A good metric for thought leadership is repeat usage. If people continue to come back time and again, investing their time and money they must be seeing value from it. · Moments are all around us. They are opportunities. Thought leadership can have a huge role in making those opportunities visible to clients. · Thought leadership that can become a movement is powerful. Those who believe in your ideas will become your biggest and loudest champions.
Today on the IC-DISC Show, we're talking with Brian Schwam, National Managing Director of International Tax at WTP Advisors. WTP Advisors and Export Advisors are the two founding members of the IC-DISC Alliance, and in this episode, we talk about the work we do with CPA firms to support their clients who have, or would benefit from having, an IC-DISC. Removing any concern about 'losing' clients to a competitor. This collaborative approach is a great way for CPA firms to expand their client offerings due to the specialist nature of the Alliance work. The flexible engagement model also ensures firms remain in control of the client relationship. This was a really interesting conversation and highlights the partnership opportunities that allow everyone involved to focus on what they do best. LINKSShow Notes Be a Guest About IC-DISC Alliance About Engineered Tax Services GUEST Brian SchwamAbout Brian Special Guest: Brian Schwam.
I invite Phil Fontaine to join me on Chatter that Matters to honour National Indigenous Peoples Day. Phil is an advocate for human rights and a survivor of residential school abuse. To bring about positive change, Phil served three terms as the National Chief of the Assembly of First Nations, the first being when he was only 28. He was also among the first to openly talk about the abuses in residential schools and twice visited the Vatican seeking an apology. Phil Fontaine's contribution to our country deserves to be honoured, as are his beliefs that the founding peoples of Canada must include Aboriginals. Phil also views self-determination as key and one that leads to a First Nation Economy where the best education is available and pursued, culture preserved, and wealth created. Two of my previous guests, Sandi Boucher and Jennifer Menard-Shand, join the show to ask Phil Fontaine an important question; his answers alone are worth the listen. I end the episode by inviting Dale Sturges, National Managing Director, Indigenous Financial Services Group at RBC, to share his perspective on Phil Fontaine, his pursuit of truth and a life well-lived.
Jeff Levin is a National Managing Director at a global consulting firm with over 20 years of experience leveraging passion, technology, and innovative solutions to lead and inspire teams. He was also one of Learn to Lead host Matt Confer's early leaders. On this episode, we discuss the ways that Jeff's leadership has grown and changed since his early years, how he's adjusted to manage a group of over 1,000 individuals, and how he hopes to continue growing into the future. Matt and Jeff also discuss how the ongoing COVID-19 pandemic has informed each of their relationships with work and how Jeff is working to maintain a strong organizational culture even as more members of his team only know each other through Zoom.
Kim Christfort, National Managing Director of Deloitte Greenhouse®, where executives tackle tough business challenges, reveals what it takes to go beyond status quo to activate new opportunities and create differentiation that sparks brand desire and business growth. We explore why most business executives shy away from emotion in business environments, despite the powerful role that it plays in people's decisions and behaviors, and how it can actually lead to the results they are striving to achieve.Contact Info:Kim Chistfort - https://www.linkedin.com/in/kimchristfort/Kevin Perlmutter - https://www.limbicbrandevolution.com/Limbic Sparks® is a registered trademark of Limbic Brand Evolution, LLCDeloitte Greenhouse® is a registered trademark of Deloitte Hosted on Acast. See acast.com/privacy for more information.
2022 is off to a rocky start: A supply chain crunch, a talent shortage, and campaign measurement challenges are just a few issues on the agenda. But BMW's new GM for Marketing Alex McLean says it's a great time to start – demand has never been so much higher than supply. Digital attribution is a growing challenge, Origin's Sara Varnell says, and the big measurement companies haven't cracked it yet, but she's working with Atomic 212° on an AI-fuelled platform to keep track of valuable conversion data. Atomic212°'s National Managing Director, Rory Heffernan, says clients are facing targets based on historical figures that they can't replicate. Asier Carazo and Sarah O'Leary, both from Atomic212°, say the days of annual planning are gone and brands being brave is key to success. See omnystudio.com/listener for privacy information.
Episode 25: What it means to be a “Schwabie”—Examining the Powerful Culture of Charles Schwab through the Stories of its People Guests: Brad Losson, VP & National Managing Director, Relationship Management at Charles Schwab Advisor Services Jerry Cobb, Managing Director, Business Consulting at Charles Schwab Leslie Tabor: Managing Director, Business Consulting at Charles Schwab In this episode of the Powering Independence Podcast, we explore the people and culture of Charles Schwab. Our guests talk about what is different about their place of work and why they are so enthusiastic about promoting their firm. With varying levels of experience and career paths, each story helps to illuminate the power of being a Schwabie.
Dr. Rachel York Colangelo is the National Managing Director of Jury Consulting at Magna Legal Services. Dr. Rachel has a doctorate in legal psychology from Florida International University and a bachelor's in psychology and sociology from the University of Virginia. Dr. Rachel has over a decade of experience in litigation consulting and has provided litigation support in a variety of criminal and civil matters. In this week's episode, Dr. Rachel shares what goes behind the jury selection process and how do you know if you have the right person (or the wrong one) on your trial! Key Takeaways A bit about Dr. Rachel and how she got started as a litigation consultant. What goes behind selecting a good juror? Picking the right juror is not an exact science, but Dr. Rachel prefers to pick them based on data and research. Dr. Rachel does a mock trial before the actual trial to determine the strengths and weaknesses of both sides of the case. Based on that, Dr. Rachel can find people who are more or less susceptible to the trial's storyline. When it comes to jury selection, you are unable to pick the 6-8 jurors you want. Instead, you have to deselect what's available to you based on their bias or openness to listen to the trial's narrative. What have been some of the 'hot' industries that have required services for jury consulting? In large liability cases, those payout numbers keep going up and up. Why is that and how can professionals potentially mitigate this? Dr. Rachel explains what ‘reptile strategy' is and how it's used in court. After the jury has been selected and the trial begins, Dr. Rachel shares how both sides try to influence the jury. Dr. Rachel shares her differences in approach to a new trial vs. an appeal. No product hits the shelves without it being tested by the consumer, the same is true with a legal case. Pre-trial jury research is critical. Are jury consultants expensive? When does it make sense to settle vs. going to trial? Interested in this field? Dr. Rachel shares some of the pros and cons of this kind of work! Where does Dr. Rachel see the future of this industry going in the next five years? Is there anything Dr. Rachael wishes she'd known about sooner in her career? Keep Getting Better Magnals.com Dr. Rachel on LinkedIn
A first for Winged & Ready where we access the resources of Bernstein to dig into some unique and timely wealth transfer strategies for business owners. When the world is upside down, we want to make it right side up, and our guest Tom Pauloski does just that for us. He explains why selling a portion of your business into a trust is your best bet in today's environment and why it is unique to now. This is part one of planning strategies for business owners and their families.questions: diane.johnston@bernstein.comThomas J. Pauloski is a National Managing Director of Wealth Strategies; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Tom was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service.DisclosureNote to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any timeafter the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2020 AllianceBernstein L.P.
We really enjoyed sitting down with Jay Duke this past September while at Springboard Event for Emerging Franchisors. Jay has been in franchising for over 30 years and he is the National Managing Director at the #1 ranked accounting firm for franchise brands. We will have him back on a longer form episode but do not miss this one! If you want to reach Jay: jduke@bdo.com www.bdo.com Cheers! Audio Engineer: Ben Kliever
Peter began his career over 30 years as the founder of Realm Project Marketing Group - one of the first independent project marketing firms in Australia. Since then he has held senior management roles at Winten Property Group Stockland and subsequently Colliers International - where he is currently the National Managing Director of residential property. Throughout his career, Peter has personally sold, managed and or overseen the sales of $100B worth of real estate, created his own blog with over 4,000 subscribers and pioneered some of the property industries most innovative marketing methods.
Episode 9: Catch Me If You Can: Cybersecurity for RIAs In 2002, Steven Spielberg released the movie Catch Me If You Can – focusing on the life of Frank Abignale, a master con-artist and check forger. Frank was eventually caught by the FBI and ultimately helped them catch other con-artists and fraudsters. Today’s fraudsters use technology and cybercrime to steal from unsuspecting victims – including phishing e-mails, malware and identity theft. Forbes magazine estimates that cybercrime will result in an estimated $6 trillion in damages by 2022. Half of all cyberattacks are targeted at small businesses. The latest episode of the Dynasty Powering Independence podcast is entitled; Catch Me If You Can: Cybersecurity For RIAs. We have brought together a great panel offering their insights and practical strategies for identifying and protecting RIAs from the threat of Cybercrime. Adam Mosely is the National Managing Director of business consulting at Charles Schwab & Co. Inc, Eric Castillo is the Chief Technology Officer at Dynasty Financial and Heather Ostrwoski is the CFO of DB Root, an RIA based in Pittsburgh, PA.
KL022 Beata Kirr National Managing Director, Head of Private Client Core Strategies at Bernstein Wealth Management Women and Wealth Episode Summary This episode of the Keep Leading!™ podcast is dedicated to women and those that love them! I sat down with Bernstein Wealth Management’s National Managing Director and Head of Private Client Core Strategies, Beata Kirr, to talk about wealth creation and wealth management for women. Bio Beata D. Kirr is the National Managing Director and Head of Private Client Core Strategies at Bernstein Wealth Management. She is a member of Bernstein’s Private Client Investment Policy Group, which oversees strategic asset allocation for high-net-worth, nonprofit and family office clients. She holds a BS in economics (magna cum laude) from the Wharton School at the University of Pennsylvania and an MBA from the Kellogg School of Management at Northwestern University. Beata has provided market commentary for the Chicago Tribune, WGN News, NPR and the Wall Street Journal. She is passionate about helping women investors succeed, speaks frequently to women’s groups nationally, and is the host of “Bernstein Insights” Women & Wealth podcast series. Beata is on the Board of Women Employed. Website https://www.bernstein.com/women/ LinkedIn https://www.linkedin.com/in/beata-kirr-69892b/ Leadership Quote “There is a special place for women who don’t help other women.” Subscribe, share and review on iTunes! https://podcasts.apple.com/us/podcast/keep-leading/id1461490512 Please visit KeepLeadingPodcast.com for a full transcript of this episode. The Keep Leading!™ podcast is for people passionate about leadership. It is dedicated to leadership development and insights. Join your host Eddie Turner, The Leadership Excelerator® as he speaks with accomplished leaders and people of influence across the globe as they share their journey to leadership excellence. Listen as they share leadership strategies, techniques and insights. For more information visit eddieturnerllc.com or follow Eddie Turner on Twitter and Instagram at @eddieturnerjr. Like Eddie Turner LLC on Facebook. Connect with Eddie Turner on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Taxpayer First Act which President Trump signed into law earlier this month included reforms to the IRS whistleblower program. Dean Zerbe is National Managing Director of the Alliantgroup and Senior Policy Analyst at the National Whistleblower Center, thinks they're an improvement — he joined Federal Drive to explain why.
Stephen Lewis and Tom Pauloski discuss how wealthy families, worried about giving too much, can benefit from a strategy to keep their assets but give away the future appreciation. Thomas J. Pauloski is a National Managing Director of Wealth Strategies. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Prior to joining Bernstein in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service. For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.htmlNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.Support the show (https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html)
This is our third show dedicated to reviewing the best of the year. Today, we are focusing on the intersection of women, work and money. As you can imagine, this topic came up a lot in 2017. It was a historical year for women. Starting back in January, we had the Women’s March on Washington, which was reportedly the biggest single-day demonstration recorded in our country’s history. Then late in the year, the #metoo movement, an outpouring of women’s accounts of sexual harassment in the workplace led to a number of high-profile and highly paid men losing their jobs over overwhelming claims of sexual misconduct. Call me an optimist, but I sort of feel like the New Year has got to see an uptick in female hires and promotions. Right? But to bring this all back to the podcast and the goal of So Money, in this episode we'll bring stories and strategies that can help us all conquer our financial challenges, especially for us women. This episode features excerpts from:Sallie Krawcheck, "Own It" Author from EP 532Alice Finn, "Smart Women Love Money" Author from EP 582Lisen Stromberg, "Work Pause Thrive" Author from EP 535Deepa Purushothaman, National Managing Director of Deloitte's Women's Initiative from EP 553For more information visit www.somoneypodcast.com.
You all know by now that I'm a big believer that when women earn more and participate in leadership roles the world is a better place. Today's guest is is the National Managing Director of the Deloitte Women's Initiative (WIN). Which is helping to achieve just that. Deepa Purushothaman is our guest today and through WIN, she works to help build opportunity, enrichment and new thinking around talent and inclusion in the workforce so that all leaders, especially women, thrive. She also leads the Social Impact service line of Deloitte Consulting LLP and has a lot of experience working in the private sector. Previously, she was part of the Telecommunications, Media and Technology practice where she helped clients nationally and globally to redefine their company evolution. In this episode learn about the financial hardship growing up that shaped the way she thinks about and runs her financial life, the critical business meeting years ago that defined her leadership style and what she thinks about whether women should take a page out of the male playbook when it comes to succeeding in the workplace. For more information visit www.somoneypodcast.com.