Podcasts about national practice leader

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Justin interviews Chris Reilly about his insurance career and how you came to join and lead Link USA. They also cover RISKWORLD 2025 and the DE&I Studio, where Chris was on a panel. Chris talks about how he volunteered for the DE&I initiative at Amwins and how it has grown over the years. Chris does not believe the current anti-DE&I rhetoric will continue for long, in light of the existing Title VII and EEOC protecting employees and applicants against employment discrimination. Chris believes organizations know what is right, and that they will do better with a strong DE&I program in place, reducing reliance on EPLI coverage. The conversation concludes with information about Link USA's upcoming events.   Listen to learn more about supporting Diversity, Equity, & Inclusion efforts in your organization.   Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. Our topic is inclusivity in risk management and we will be joined by Chris Reilly, the National Co-Chair of Link USA, and Senior Vice President and National Practice Leader at Amwins Group Benefits. [:45] RIMS-CRMP Workshops! Register by July 1st for the next RIMS-CRMP Virtual Workshop, which will be co-led by Parima. That course will be held on July 8th and 9th. [1:02] The next RIMS-CRMP-FED virtual workshop will be led by Joseph Mayo on July 17th and 18th. Register by July 16th. Links to these courses can be found on the Certification Page of RIMS.org and through this episode's show notes. [1:20] RIMS Virtual Workshops! On June 26th. Pat Saporito will return to present the very popular new course, “Generative AI for Risk Management”. [1:32] A link to the full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:43] Starting on July 16th, James Lam will host a six-module course, the RIMS-CRO Certificate in Advanced Enterprise Risk Management. This is a bi-weekly course that will run through Wednesday, September 24th. A link to last week's episode about it is in this episode's notes. [2:04] Registration closes on July 9th. A link is in this episode's notes. [2:09] Mark your calendars for November 17th and 18th for the RIMS ERM Conference 2025 in Seattle, Washington. The agenda is being built. Soon, we will distribute a Call for Nominations for the ERM Award of Distinction. I'll update this episode's show notes when that link is ready. [2:32] Think about your organization's ERM program or one that you know of, and how it has generated value. We will have more on that in the coming weeks. [2:40] On with the show! It's June 2025. It is Pride Month and RIMScast and RIMS are dedicated to fostering an environment where individuals from all backgrounds feel valued, respected, and empowered. We'll dive into the real meanings of words and initiatives; words like inclusivity. [3:01] Joining me today to delve into those terms is Chris Reilly, the National Co-Chair of Link USA. Link is the LGBTQ+ Insurance Network. Chris is also the Senior Vice President and National Practice Leader at Amwins's Group Benefits. [3:17] We will discuss the state of diversity, equity, and inclusion in insurance and risk management, how the pendulum has swung, and what risk professionals and employers need to know about a landscape that may or may not be changing as much as you think. [3:35] Interview! Chris Reilly, welcome to RIMScast! [3:42] It's Pride Month. For Chris, it's a great time to be celebrating oneself and celebrating with the community. He says there's no reason not to celebrate 12 months of the year. [4:14] Chris Reilly has had a 30-plus-year insurance career. His dad and grandfather had an agency. His father offered him a job right out of college. Chris thought he'd step up in a year or two, but he's still doing it 30-plus years later. It's a great career. He loves the industry. [4:47] The first part of Chris's years he spent in the Property and Casualty world as a commercial broker, most of those years with Aon. He jumped to the wholesale side when he joined Amwins in 2000. [5:05] Chris is on the employee benefits side, providing group benefit programs to companies through broker partners. [5:13] About five or six years ago, Amwins created internal DEI programs. Chris immediately volunteered to join the National Council at Amwins to participate in and help build those programs. He worked on a committee centered on making the workplace intentionally inclusive. [5:54] Chris served on that committee for two years. In the process, he came across Link, which was in the UK. Chris and a colleague convinced Link to bring it to the U.S., which they did in 2021. Four years later, Link has expanded into Los Angeles, Chicago, New York City, and Atlanta.  [6:18] Link restructured this year with a national board for a national presence. Link kicked off Pride Month with a national virtual event. It had a great turnout. Chris is excited to continue to lead Link and help support the LGBTQ+ community and its allies in the insurance industry. [7:04] Chris notes that the insurance industry is still known to be a very conservative industry but from 30 years ago to today, there has been a big difference in inclusivity. There's constant evolution and change. We can always continue to do things better. [7:23] Chis says everybody is striving to do things better. That's why Diversity, Equity, and Inclusion programs became so important for all industries. Justin says that saying the words Diversity, Equity, and Inclusion instead of DEI provokes thought about their meaning and impact. [8:21] Chris agrees; when we say with intention, Diversity, Equity, and Inclusion with intention, it's just better. Don't we all want to be included? Inclusion is an endearing word. Let's all come to the table. We need to be more intentional about the words. [9:19] Chris Reilly attended RISKWORLD 2025 for the first time and was at the DE&I Studio. There were speakers and panels. Chris represented Link USA to talk about who they are, what they do, and their mission for the LGBTQ+ community in the insurance industry. [10:21] Chris served on a panel where Link, the National African American Insurance Association, the Asian American Insurance Network, the Latin American Insurance Agency Networks, and the Association of Professional Insurance Women were represented. [10:43] The organizations work to make sure the insurance industry continues to be a diverse, inclusive, and equitable industry. They support each other and continue to press the message of Diversity, Equity, and Inclusion. They raise their voices for the common good of every employee. [11:17] Leaders from all of those organizations have been guests on RIMScast, with Chris Reilly and Link being the fifth organization represented. If more organizations are created, Justin will include them on the show.  [11:37] Chris brings decades of experience in the trenches to his role on Link.  [12:02] Justin says we're hearing a lot of anti-DEI rhetoric. Chris says a lot of it is noise. People are throwing things against the wall to see what sticks. In most C-Suites, smart leaders seek legal advice. If they haven't been doing anything illegal, there isn't much they need to change. [13:01] Companies that feed into the noise end up hurting their employees which can hurt their bottom line in the long term. [13:27] Companies need to cut through the noise and make sure that they know what's true and what's not true. They need to focus on continuing to do what they've been doing that has been working. [13:55] Chris thinks that a company scaling back its DEI initiative hurts its reputation. When they scale back, the employees feel it first. If employees don't feel good in the workplace about the culture that has been developed for employees, that impacts the work and the output. [14:34] Eventually, that can hit outside the walls of the insurance company. Insurance isn't a direct-to-consumer product so this industry doesn't get impacted in quite the same way as a retail store. [15:06] Plug Time! The very first RIMS Texas Regional Conference will be held from August 4th through the 6th in San Antonio at the Henry B. González Convention Center. Public Registration is open. [15:17] Hotel cut-off for the discounted rate is available through July 7th. The full Conference Agenda is now live, so you can start planning your experience. Don't miss the post-conference workshop, the RIMS-CRMP Exam Prep Course, available onsite. [15:33] This event is open to any RIMS Chapter member. If you are local to the area, you might consider becoming a RIMS member today, so that you can get all the benefits and begin networking with your new RIMS Texas peers. Links are in this episode's show notes. [15:48] You can also visit the Events Page of RIMS.org for more information. We look forward to seeing you in Texas! [15:56] Just a month later, we will be up North for the RIMS Canada Conference 2025, from September 14th through 17th in Calgary. Registration is open. Visit RIMSCanadaConference.CA and lock in favorable rates. We look forward to seeing you in Calgary! [16:15] On October 1st through the 3rd, the RIMS Western Regional Conference will be held in North San Jose at the Santa Clara Marriott. The agenda is live. It looks fantastic! Visit RIMSWesternRegional.com and register today. [16:31] Let's Return to Our Interview with Chris Reilly of Link!  [16:50] There's no such thing as illegal DE&I! There is no legal framework about whether a company does DE&I or not. Companies decided that having a more diverse, equitable, and inclusive workforce was good for business. [17:30] There have been studies that show that when a company has a strong DE&I policy, it outperforms its competitors that don't by nearly 20%. Teams that are more diverse and inclusive outperform homogeneous groups by nearly 80%. [17:57] When you have a diversity of people; when you include people of different backgrounds in thought and education, you get more diverse thoughts and you can create better outcomes as a result. [18:15] This concept of illegal DE&I is thrown up there to create confusion and get people worrying about what they're doing. [18:51] Employment Practices Liability Insurance (EPLI) is what companies would buy if they have a sexual harassment suit, a discrimination suit, or a wrongful termination suit. Employers take this coverage to protect themselves from that. [19:25] Whether they have EPLI coverage or not, before the term “illegal DE&I,” nobody was concerned about it. They all felt that they had the proper policies and best practices in place to prevent employment practices claims. [19:43] If there were this rash of claims suddenly happening, maybe it's not “illegal DE&I” but you're not doing it right. Fix the problem so that it doesn't become an issue. [19:59] What companies are seeing is that their policies and best practices have been working, so there's not a problem. If companies start believing that they shouldn't have DE&I programs, that will embolden individuals to be bigots, racists, harassers, and bullies at work. [20:25] If that happens, you will get employment practices claims. [20:30] Justin feels that we are seeing uninclusive and bullying expressions more now on social media than when he was hired at RIMS eight years ago. [20:36] Chris thinks that the world has changed and the narrative has changed and people feel like they're emboldened to bring out those negative personality traits in themselves for some reason. [20:50] Chris recently talked to a company where the CEO addressed the employees, to tell them that bigotry, harassment, and hatred have no place, and will have no place in the company. [21:16] He told them the company was built with a culture that respects everybody, that is about fairness and integrity, working together, and creating inclusive and collaborative teams, to create the best outcomes they can for the company and its consumers. [21:32] He said they are going to keep doing what they're doing because everything's going just fine. He said if we start trying to tinker with the DE&I programs, that will inevitably create problems and deteriorate the great work that you have been doing. [21:53] What's the ROI on DE&I? It's hard to quantify. When your employees are happy, they're doing good work, they're being productive, and the company is successful, that comes in part from the investment of time, energy, and money put into Diversity, Equity, & Inclusion programs. [22:08] You can try to tie ROI to some of the Diversity, Equity, and Inclusion programs when you talk about EPLI, Directors & Officers, and E&O insurance. If you don't have good practices, what you will have is employment practices liability claims around discrimination and harassment.  [23:01] HR will have to deal with the HR issues of employees, potentially defending a lawsuit. If they don't have these coverages in place, those defence costs can get expensive. You might have to settle a suit, which can cost more money. It's a ripple effect. [23:27] With more claims, the premiums of these policies will go up. So, if you're not following best practices and have to start paying out claims and higher premiums to defend yourself against these claims, those are financial factors to consider in the ROI of doing the right thing. [23:51] Plug Time! Let me tell you about the Spencer Educational Foundation. Spencer's goal to help build a talent pipeline of risk management and insurance professionals is achieved, in part, by its collaboration with risk management and insurance educators across the U.S. and Canada. [24:31] Since 2010, Spencer has awarded over $3.3 million in General Grants to support over 130 student-centred experiential learning initiatives at universities and RMI non-profits. Spencer's 2026 application process is now open through July 30th, 2025. [24:31] General Grant awardees are typically notified at the end of October. [24:35] Spencer's Risk Manager on Campus Program offers grants of up to $5,000 to universities and colleges in the United States and Canada to host a practicing risk manager on their campus for a one-to-three-day residency. [24:49] The Risk Manager on Campus program has been praised by both universities and risk managers as a rewarding educational experience for students and a chance to give back to the profession. The application deadline for 2026 is June 30th, 2025. Check the link in the notes. [25:08] Visit SpencerEd.org for more information. [25:12] Let's Return to the Conclusion of My Interview with Chris Reilly! [25:34] The pendulum has swung one way. Chris thinks that it will swing back as smarter and calmer minds prevail, in the end. Organization leaders know what's right and wrong. Once the noise calms down, people will realize that we already have things in place to protect everybody. [26:14] We already have Title VII and the EEOC in place. I have told people that with all that's being said, no laws have changed. Title VII is in place and the EEOC is still there to enforce it. If there were crazy problems with this, Title VII and the EEOC would already be addressing it. [26:44] Chris believes the pendulum will swing back to the center sooner rather than later. Executive orders and attempting to change laws are not going to sit well. There are already protections in place to prohibit employment discrimination. [27:13]  Chris is the National Chair of Link USA. A couple of days after this episode, there will be the New York City Link-Up Networking Happy Hour, Pride Edition. That's going to be in Manhattan on the Avenue. [27:33] On June 26th, in Los Angeles, there will be a Pride Movie Night and Networking Mixer at the Alamo Drafthouse Cinema. Chris says these events are always fun. Link tries to create personal connections between the LGBTQ+ Community and its allies. [28:04] We're all doing the same thing, feeling the same pressures, working in the insurance industry, and wanting connection. Some people work at companies that may not have anybody else like them in their firm. They're looking for connections within the LGBTQ+ community. [28:28] Link is heavily supported by its allies. They couldn't fight the fight without the allies. The events are about bringing people together in a fun way and ultimately, networking in the industry. People connect and build business relationships and develop businesses, as well. [28:55] We've got a link to Link in this episode's notes. [28:58] Chris, it's been a real pleasure to speak with you. I'm glad we're having this dialogue. I hope to see you at RISKWORLD 2026 and the Diversity, Equity, & Inclusion Studio. [29:21] Special thanks again to Chris Reilly of Link, the LGBTQ+ Insurance Network. Links to the events that we mentioned and to Link's website are in this episode's show notes. [29:34] RIMS has a Diversity, Equity, & Inclusion Council and page. You can visit it on RIMS.org, through the Community section, and the link in this episode's show notes. [29:49] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [30:17] 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. [30:35] 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. [30:53] 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. [31:09] 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. [31:23] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [31:31] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Links: RIMS Diversity Equity Inclusion Council Link (LGBTQ+ Insurance Network) Link USA Events in New York City and Los Angeles RIMS Texas Regional 2025 — August 3‒5 | Registration now open. RIMS Canada 2025 — Sept. 14‒17 | Registration now open! RIMS Western Regional — Oct 1‒3 | Bay Area, California | Registration now open! RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Risk Management magazine RIMS Now The Strategic and Enterprise Risk Center Spencer Education Foundation — General Grants 2026 — Application Deadline July 30, 2025 Spencer's Risk Manager on Campus — Application Deadline June 30, 2025 RIMS ERM Conference 2025 — Nov 17‒18 in Seattle! [Save the Date!] RIMS-CRO Certificate in Advanced Enterprise Risk Management — Featuring Instructor James Lam! Register by July 7. | Bi-weekly course begins July 16. RIMS Webinars: RIMS.org/Webinars   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep Virtual Workshop — July 8‒9, 2025 | Presented by RIMS and PARIMA RIMS-CRMP-FED Exam Prep Virtual Workshop — July 17‒18 Full RIMS-CRMP Prep Course Schedule “Generative AI for Risk Management” | June 26 | Instructor: Pat Saporito See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “James Lam on ERM, Strategy, and the Modern CRO” “Live from RISKWORLD 2025” “Thoughts and IDEAs on Inclusivity with Michael Bach” “The Strengths of DE&I Initiatives with Lilian Vanvieldt-Gray of Alliant Insurance Services” “LAAIA Atlanta Chapter President Jose Aponte” “Equality and the Risk Profession with Elisa Stampf”   Sponsored RIMScast Episodes: “The New Reality of Risk Engineering: From Code Compliance to Resilience” | Sponsored by AXA XL (New!) “Change Management: AI's Role in Loss Control and Property Insurance” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Demystifying Multinational Fronting Insurance Programs” | Sponsored by Zurich “Understanding Third-Party Litigation Funding” | Sponsored by Zurich “What Risk Managers Can Learn From School Shootings” | Sponsored by Merrill Herzog “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “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   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Chris Reilly, National Co-Chair of Link USA | LGBTQ+ Insurance Network, Senior Vice President and National Practice Leader at Amwins Group Benefits   Production and engineering provided by Podfly.  

In Part 2 of this series, Steve Brady, Market Leader of Transaction Advisory at Withum, welcomes back Joe Ehrlich, National Practice Leader of Private Equity, Family Office, and M&A, and John Kerns, Executive Managing Director for the Northeast Region—both of Brown & Brown. Steve, Joe, and John discuss the current state of the RWI market as it comes to coverage for cyber.

In Part 1 of this two-part series, Steve Brady, Market Leader of Transaction Advisory at Withum, sits down with Joe Ehrlich, National Practice Leader of Private Equity, Family Office, and M&A, and John Kerns, Executive Managing Director for the Northeast Region—both of Brown & Brown. Together, they explore the evolving role of cyber insurance and its growing impact on deal-making. 

In this special “On Aon” episode, we take a closer look at one of the four key client megatrends impacting organizations around the world: Trade. Our experts discuss the global tensions impacting supply chains and the strategic moves companies can make now to manage risk. Experts in this episode: Tracy-Lee Kus, CEO, Global Broking CentreJohn Minor, National Practice Leader, Structured Credit & Political Risk[1:53] Current geopolitical issues and their impact on supply chains[4:14] Potential trade restrictions from the incoming Trump administration[5:12] The impact on trade of the Middle East and Ukraine conflicts[6:10] Risk management intervention options[8:20] Climate change presents increasing concerns for supply chain and geopolitical violence[8:45] Strategies for proactively managing supply chain riskAdditional Resources:On Aon Insights: Climate and Supply Chain: Why Supply Chain Security is Crucial for Transportation CompaniesGlobal Peace Index 20242024 Client Trends Report: Better Decisions in Trade, Technology, Weather and WorkforceOn Aon Special Edition: 2024 Business Decision Maker SurveyOn Aon Special Edition: Aon's 2024 Client Trends Report2024 Business Decision Maker SurveyThe Global Medical Trend Rates Report 2025Tweetables:“Trade is the lifeblood of the global economy.” — John Minor“Aon rates more than half of global conflicts have high or medium-high geopolitical conflict risks.” — John Minor“Building transparency around your most important suppliers, their geographic location and their dependency on third parties will be really critical as risks continue to evolve.” — John Minor

In this episode of the Engineering Influence podcast, recorded live from the ACEC Fall Conference in New Orleans, host [Host Name] is joined by Darren Black, the National Practice Leader at Risk Strategies. Together, they delve into the innovative approach of Progressive Design Build and its potential impact on the engineering industry. Darren explains how this relatively new project delivery method addresses the challenges faced in large-scale civil infrastructure projects. By ensuring that guaranteed maximum prices are set at a more advanced stage of design completion, Progressive Design Build aims to mitigate risks, reduce uncertainties, and enhance project outcomes. The episode features insights into an upcoming panel discussion that will explore this topic further, with contributions from industry experts like David Hadam, Donna Hunt, and representatives from Kiewit and Gresham Smith. Darren also touches on the implications for professional liability and the insurance market, providing a comprehensive overview of how this approach could shape the future of engineering projects.

BACK on Air is THE podcast for operators who have compliance on their mind and road transport at the heart of their business. This podcast is a recording of our live  fortnightly webinar held every other Friday.  So, if you like what you hear and fancy joining the live event where you can ask questions, and vote on our interactive polls, Just register through this link: https://backhousejones.co.uk/free-webinar/This time on our free BACK on air webinar, it's BACK to the future! This week will have Phil White, the National Practice Leader for Transportation from Gallagher joining us and the team are going to discuss:Autonomous vehiclesWhat does the law say, how are the trials going and how far off are they?The view from an insurance perspective. Selling a business or companyKey ingredients of a smooth transaction.If it all goes wrong - Not being paid, limiting your chances of being sued, understanding the commercial reality of what you have bought.Periods of graceWhat they are.What they aren't.An action plan for moving forward.The content of this podcast is correct at the time of broadcasting and isn't meant to be specific legal advice.  If you need advice, we recommend that you take proper legal advice for your individual situation.Please leave us a review and of course details of any areas you would like us to cover in Your employees' health and your business future episodes.  We do read them and it helps others find our podcast. Enjoy!

Matt Monahan joined Genesys Health as Chief Strategy Officer in 2020 after leading the way as the National Practice Leader of an Insurtech benefits consulting firm. He was responsible for sales, service, and insurance operations for over 500 employers across the United States.  To know Matt is to be in the presence of an infectious energy. Matt sees the world differently; where others see a dead end, he sees an opportunity to connect, perfect, and solve. Matt isn't afraid to ask hard questions and challenge the norm, taking pride in disrupting systems before building them back stronger and more successful. Before that, he spent 15+ years at Aetna and GE, where he held multiple senior leadership roles at Aetna. Matt worked closely to bring innovative solutions to the market. In a consulting business where service and support are incredibly subjective, regardless of the situation any action he takes is making sure it is the right thing for that person on the other end. What You'll learn on this episode:  How Matt's athletic background contributes to his success in business. Why it is essential to stay connected to your core values, especially during moments of extreme success or adversity. How the ability to connect can significantly enhance communication and teamwork How Genesys Health is leading the way in employee and client experience. The value in having the ability to pivot and embrace change as an opportunity. Why communication is key in every aspect of leadership and day-to-day interactions. The influence of Matt's dad on his ability to form genuine relationships based on respect. Additional Resources:  Matt's LinkedIn  Genesys Health's LinkedIn Genesys Health's Website: www.genesys.health The Benefit Summary Podcast Listen to Episode 180

Tony chats with Gary Davis, National Practice Leader at Noyo. Noyo is building the digital infrastructure to bring health insurance enrollment into the modern era. Noyo replaces today's manual data entry and cumbersome legacy systems with a powerful API platform that enables faster, more accurate data exchange between health insurance platforms and their carrier partners.Gary Davis: https://www.linkedin.com/in/gary-davis-1716a2a/Noyo: https://noyo.com/Video Version: https://youtu.be/B7P0AH3GOmg

If you're like most employers, you're constantly making decisions about the best way to allocate scarce resources. This is a difficult and high-stakes task that has only been made more important by rising costs, a down economy, and a red-hot labor market. OneDigital is here to help with the Moneyball Benefits Podcast.In this series, Director of Compliance and Innovation Scott Wham takes inspiration from the "Moneyball" philosophy that revolutionized professional sports in the 2000s and applies it to the world of human capital management. In episode six, Scott is joined by George Papagelis, National Practice Leader, Captive Solutions to discuss the benefits and risks of moving your company to self-funded and how OneDigital can help implement stop loss and Captive Solutions to mitigate those risks and save your business money.

Could poor leadership have a direct impact on workers' insurance claims? Today, we go outside the box by discussing insurance with Clint Tripodi. Clint is a National Practice Leader for The Liberty Company where they are changing the way business leaders look at and think about insurance - through the use of thought leadership. While insurance is often thought of as "mundane," Clint shares what his company found when they tracked leadership's impact on workplace culture, and why they are looking to find the root issues, in order to mitigate risks downstream. Through data analytics, Clint is able to see where claims have an impact, and then go directly to the root of the problem, which is often a lack of leadership. Clint uses data analytics to show the way poor leadership has an effect on workers' compensation claims as well as employee retention, and ultimately, ROI. Clint helps us understand how the culture of wellness at Liberty is being spread to their clients through thought leadership that sets them apart from and above the competition! Three Key Takeaways: ·         Culture is a strategic tool and insurance can help you drive that strategy. ·         When working in a highly commoditized market you have to position yourself as a business partner, not just a solution. ·         Data analytics can help to identify problems so that you can go upstream and fix them at the source.

Hot Topics in Accounting – What you need to know! Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.            Rich Trauger, Managing Director, The Kafafian Group, Inc. Guests - Sydney Garmong, CPA, National Office Partner, Crowe LLP            Rick Childs, CFA, CPA, Partner and National Practice Leader, Crowe LLP's Advisory Services

Matt and Suzanne Monahan have an incredible partnership. They are a remarkable couple, parents to two wonderful children, and forefront leaders in challenging industries such as pharmaceutical and healthcare consulting.  Suzanne is a former collegiate athlete and two-time cancer survivor. She is passionate about the power of mindset, teamwork, and performance. Currently, she holds a commercial leadership position at Shionogi Inc., a biopharmaceutical company that leverages a science-based heritage to develop and commercialize pharmaceutical products to treat unmet medical needs.  She dedicates her time at Shionogi to building and leading the sales team for the US. Suzanne is committed to “raising up” cohesive and resilient teams both at work and on the field.  She believes in family first and enjoys giving back, serving as a girl's lacrosse coach, an advocate for patient-focused cancer care, and a mentor to future leaders.  Matt joined Genesys Health as Chief Strategy Officer in 2020 after leading the way as the National Practice Leader of an Insurtech benefits consulting firm where he was responsible for sales, service, and insurance operations for over 500 employers across the United States.  To know Matt is to be in the presence of an infectious energy. Matt sees the world differently; where others see a dead end, he sees an opportunity to connect, perfect, and solve. Matt isn't afraid to ask hard questions and challenge the norm, taking pride in disrupting systems before building them back stronger and more successful. Prior to that, he spent 15+ years at Aetna and GE, where he held multiple senior leadership roles at Aetna. Matt worked closely to bring innovative solutions to the market. In a consulting business where service and support are incredibly subjective, regardless of the situation any action he takes is making sure it is the right thing for that person on the other end. What you'll learn in this episode: Strategies for balancing thriving careers while nurturing a thriving partnership, all while staying true to your values How to  turn challenges into opportunities and maintain a positive mindset, even in the face of adversity The crucial role of communication in balancing individual careers, partnerships and relationship-building Strategies for compartmentalizing and focusing on controllable factors The importance of continually reassessing choices for personal and professional growth Why leaders should focus on the well-being of the people they serve and lead How to address conflict including giving space for perspective and resolution. The value of caring for others, solving problems, and maintaining a positive mental state Additional Resources: Suzanne's LinkedIn Matt's LinkedIn Shionogi's LinkedIn Genesys Health's LinkedIn Shionogi's Website:  https://www.shionogi.com/us/en/ Genesys Health's Website: www.genesys.health 

Debbie Reynolds “The Data Diva” talks to Johnny Lee, Principal & National Practice Leader, Forensic Technology, Grant Thornton LLP. We delve into Johnny's extensive background, which includes software development, legal experience, and network and database administration. They discuss the evolution of digital assets, decentralized computing architectures, and the upcoming Web 3.0. Johnny sheds light on the distinction between digital assets, blockchain, and cryptocurrency, addressing widespread misconceptions and incorrect information in the public sphere. He emphasizes that technological fraud is still fraud and discusses the importance of privacy and security when it comes to digital assets. The conversation touches on the use of AI, the dichotomies it presents, and the current focus of legal technology on documents. Johnny provides insight into the misunderstandings surrounding digital assets and highlights that blockchain technology is inevitable. Finally, Johnny shares his hope for increased data privacy in the future and emphasizes the importance of this issue in our digital world.Support the show

LEED Fellow and Vice President at WSP USA Keith Amann Keith Amann is a LEED Fellow and part of WSP's specialty sustainability practice Built Ecology (formerly YR&G), and National Practice Leader for their sustainable strategy & certifications services. Dedicated to the goal of creating more sustainable built environments, their team is driven by a hopeful and holistic definition of sustainability that improves human health and well-being, innovates toward climate positive solutions, and strives to create equitable and resilient communities.   Keith has over 15 years of experience providing technical sustainability expertise and project management on a wide variety of project types both in the US and internationally. Keith currently serves on USGBC's LEED Advisory Committee as Chair, USGBC's LEED Steering Committee, is a recognized FutureReady™ champion for WSP, and has extensive public speaking experience at conferences, universities and for private clients on a variety of smart, healthy and sustainability-related topics. Show Highlights Keith discusses collaborating on projects to expand roles in delivering the nuances in green building goals and incentive programs. Tackling all the available incentive programs and understanding decarbonization electrification.  Evaluating factors and variables to consider in order to decarbonize efficiently. The changes clients are making to the industry. Areas where green building needs to focus its efforts to address sustainability from a holistic perspective.  The influence in volunteering to guide the next iterations of important programs like LEED to “steer the steering committee.”  Interpreting research and analytics to teams and clients so it is clear and engaging to drive necessary outcomes.  Evolution of Keith's career led him to WSP's  specialty sustainability practice Built Ecology.   “Volunteerism has been some of the most rewarding work in my career. I make the time and I'm fortunate to work at a company that values participation in committees and organizations…You get a lot out of it, and it makes you better at your job by hearing different perspectives from all these other industry stakeholders that are also volunteering.”   -Keith Amann   Get the episode transcript here!!  Keith Amann's Show Resource and Information LinkedIn LEED Fellow | WSP Reclaiming Your Community Cradle to Cradle Connect with Charlie Cichetti and GBES Charlie on LinkedIn Green Building Educational Services GBES on Twitter Connect on LinkedIn Like on Facebook Google+ GBES Pinterest Pins GBES on Instagram   GBES is excited our membership community is growing. Consider joining our membership community as members are given access to some of the guests on the podcasts that you can ask project questions. If you are preparing for an exam, there will be more assurance that you will pass your next exam, you will be given cliff notes if you are a member, and so much more. Go to www.gbes.com/join to learn more about the 4 different levels of access to this one-of-a-kind career-advancing green building community!   If you truly enjoyed the show, don't forget to leave a positive rating and review on iTunes.  We have prepared more episodes for the upcoming weeks, so come by again next week! Thank you for tuning in to the Green Building Matters Podcast!   Copyright © 2022 GBES

In this HCI Podcast episode, Dr. Jonathan H. Westover talks with Maria M. Trapenasso about recent NFP data about how employers are offering more flexible benefits but carefully eying cost containment. See the video here: https://youtu.be/ienxg9NT_No. Maria M. Trapenasso (https://www.linkedin.com/in/maria-m-trapenasso-shrm-scp/) is the VP, National Practice Leader of HR Solutions for NFP. Maria leads the HR consulting practice and offers NFP's clients strategic guidance on HR related functions such as organizational harmonization, leave management and employment practices. Her expertise is in the areas of HR audits and compliance and assists clients in identifying and creating strategic HR policies and procedures. Maria also has extensive expertise in assisting start-ups create a solid HR infrastructure to accommodate rapid growth and expansion. Maria has over 26 years of Human Resources experience working in various industries such as Corporate and Residential Real Estate, Non-Profit, Technology Consulting, Finance and Insurance. In her prior roles, Maria specialized in assessing HR organizations to create strategic alignment with company goals, implementing comprehensive and compliant policies and procedures and developing dynamic training programs to meet developmental goals. Maria holds a Senior Certified Professional designation from the Society of Human Resources Management, and she has been a professional member of SHRM and the National Association of Female Executives since 1998. Having extensive practice in the corporate benefits market, Maria also holds a NY State Insurance license for Health, Life and Accident Insurance. NFP HR Solutions provides clients with access to HR consulting professionals and information systems expertise. We assess and recommend workforce practices, policies and technology so our client's organizations will run more efficiently and effectively. Please consider supporting the podcast on Patreon and leaving a review wherever you listen to your podcasts! Check out BetterHelp.com/HCI to explore plans and options! Go to cardiotabs.com/innovations and use code innovations to get a free Mental Health Pack featuring Cardiotabs Omega-3 Lemon Minis and Curcumin when you sign up for a subscription. Check out Zapier.com/HCI to explore their business automations! Check out the HCI Academy: Courses, Micro-Credentials, and Certificates to Upskill and Reskill for the Future of Work! Check out the LinkedIn Alchemizing Human Capital Newsletter. Check out Dr. Westover's book, The Future Leader. Check out Dr. Westover's book, 'Bluer than Indigo' Leadership. Check out Dr. Westover's book, The Alchemy of Truly Remarkable Leadership. Check out the latest issue of the Human Capital Leadership magazine. Each HCI Podcast episode (Program, ID No. 592296) has been approved for 0.50 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode features an inspiring conversation with Tony Wood, a leader at RSM, one of the world's largest accounting firms. RSM is a network of a great many audit, tax, and consulting firms that expand across 120 different countries. Here, Tony elaborates on how he shifted from entrepreneur to leader at such a large organization in order to help bring continuity around the globe in this industry. Even though RSM is such a global company, Tony appreciates the fact that it is more like a family of ambitious entrepreneurs that exhibit character and integrity and work together in order to make an impact in the family practice industry.

Get to know Greg McKenna, National Practice Leader, Public Sector. Yvonne and Rafael chat with Greg about his educational background, why he chose to practice law, working in governmental affairs for Gallagher Bassett , his current role and more. Greg literally "grew up" in the industry with family ties to Gallagher Bassett. Hear what that was like for him as a kid and how he feels about coming full circle with his work at GB. Lean in and find out why Greg thinks storytelling is an essential part of what we do in the insurance and workers' compensation industry.  We take a deep dive into storytelling. It's a subject matter that is near and dear to all three of us.Greg has been the host and emcee of WorkCompCentral's Comp Laude® People's Choice Awards for five years now. He masterfully weaves the various stories together each year and in doing so, teaches us why the art of storytelling matters. Grab your headphones and let's get to know Greg.¡Muchas Gracias! Thank you for listening. We would appreciate you sharing our podcast with your friends on social media. Find Yvonne and Rafael on Linked In or follow us on Twitter @deconstructcomp

Rick Funston is CEO of Funston Advisory Services and the author of "Surviving and Thriving in Uncertainty: Creating The Risk Intelligent Enterprise" and was the National Practice Leader for Deloitte's Governance and Risk Oversight Services. Prior to that, he worked for several major public retirement systems, including the New York City Bureau of Asset Management and the California Public Employees' Retirement System. And before that, believe it or not, Funston was a hostage negotiator. Here, Jon and Rick discuss what advisors might learn from shifting their perspectives about risk.

The ransomware episode. October is National Cybersecurity Awareness Month, so how couldn't we do this episode? Our guests are Kelly Geary, National Practice Leader of Executive Risk & Cyber/Professional Services Claims for EPIC Insurance Brokers, and Rich Gatz, Claims Counsel for Coalition, a Silicon Valley cyber insurance company. While both Kelly and Rich have law degrees, they have worked in insurance for a long time. Both got started with cyber insurance and incident response in the early days. On the show, they talk about the history of cyber insurance coverage and what parts of ransomware and cyber incident response insurance covers. To close out the conversation, they explain what goes on behind the scenes in a cyber attack response.

Grab your Free Copy of “The 4 Biggest Mistakes That Stop Companies From 10X'ing Their Revenue” at https://www.scalerevenue.io/10xSean Cahill started his career in sales, so it's only natural that he absolutely hated marketing. To Sean, marketing was the group that gave them garbage leads that they couldn't sell.Eventually, he landed a job at Cisco that caused him to fall in love with marketing. From that experience, he developed a thirst for working with startups, where he started working in funnel generation for startups. This led to him starting his own company and developing a pipeline for startups and working to get them into a Series B.Today, Sean works at Unify Marketing as the National Practice Leader for Marketing. He still loves working with startups!To grow pipeline, Sean stays focused on these 3 main areas:PeopleProcessesTechnologySean realized early on in his startup phase that one of the biggest issues in the startup world is that when startups get a Series A , and they develop an MVP to take to market, and then they focus on the Series B.Typically, it takes the startup getting $1M in MRR in order to get a Series B, and founders realize the only way they can close that many sales and generate that much revenue, they have to get more leads.So they work to buy more leads, which then throws off their close rates and then they try to shorten their sales cycles and every time they try to pull another level to make up the slack, it just completely puts the entire process in chaos.Startups don't need more leads. They need better leads.They need the leads that are the most likely to close within 30 days.They need the leads that are going to generate the highest ACV.So how can a startup go about getting all of these ideal leads for the goals they need to accomplish?This is what Sean would call the Perfect Customer Profile.To begin developing this, you could:Go into your CRM and identify everyone that has bought from you.Begin to identify commonalities among those buyers.Take those commonalities and set it against your entire database and start tracking who else has those commonalities.Begin to understand what features you can identify in prospects that could be able to trigger a sale.Then focus all of your sales efforts on that data set that is most likely to become a buyer.This whole process is called building a Propensity Model.The whole idea is that instead of focusing on more leads, you are only focusing on the better leads, so narrow your database down to 1000 of your best leads.Sean suggests targeting these better leads on a smaller level. These leads do not get the spray and pray marketing that gets blasted to the rest of the world.Nurturing these leads comes in many forms, but Sean has had the most success with the following methods:EmailPhone CallsSocial MediaVideo from a tool like Video CardSend a specific and targeted physical giftIf whoever you want to target could have a $30K ACV, then it's ok to spend $1K targeting them.Using this method, Sean was able to get MRR from $10K to $30K and increased close rates to 50%.Because everyone is inundated with more touch points and communications points than ever, the people who end up closing business are the people who end up being creative and thinking further outside the box.The best part about this whole concept of Propensity Modeling and then following up with your 1000 best leads can be set up with automation using tools like Salesforce and integrated tools.Being able to do this in a very personalized way at scale is the magic that can truly change your trajectory.When it's all said and done, you've basically automated your entire SDR process, and then you'd have your ADR or BDR just sort of co-pilot the lead through the entire process.When you follow this process, your conversion rates will go through the roof because you are targeting better, you are following up in a more effective way, which means you will close more sales!The biggest mistakes that companies make when trying to go from Series A, to Series B, to Series C are:Not properly defining product market fitNot having someone be your Chief Devil's Advocate to tell the Founder when they are wrong.Thinking your total addressable market is everybody.Not giving your product the Mom Test.Investing too much in top of funnel.Not moving enough people from top of funnel to end of funnel.Not focusing on having a high conversion rate.Not having the right leadership at the beginning. Just because someone is good at sales doesn't mean they should be your Chief Revenue Officer.On the marketing side of things, some of the biggest mistakes made are:Not adopting industry best practices.SaaS companies still selling perpetual licenses.Not moving towards modern marketing.Change happens slowly inside the Fortune 1000.Connect with Sean on LinkedInNeed help scaling your revenue? Apply to work with Ryan here.

What are some key actions retailers can take today if they are looking to go into a SPAC? In this episode, Michael Stevenson, Partner and National Practice Leader in Accounting & Reporting at BDO USA, is back to give us some advice when preparing to go into a SPAC.

In this episode, we are joined by Michael Stevenson, Partner and National Practice Leader in Accounting & Reporting at BDO USA, who helps us better understand an emerging trend that is catching on in retail – SPACS. Listen in as we get an overview of the SPACS market, reverse mergers, and a few tips on when and why this approach may be ideal for some retailers.

Welcome to the Resilient Journey!  We're continuing our first series of episodes dedicated to the biggest risk facing organizations today - cybersecurity.  My guest in Episode 2 is Patrick Bourk.  Patrick is the National Practice Leader for HUB International's Cyber Liability Practice.   Listen as Patrick talks about trends in the cybersecurity industry, incident response plans, how to leverage legal counsel and why smaller companies cannot afford to ignore the cybersecurity risk.   A shout out to my friends at ClearRisk for sponsoring The Resilient Journey! Want to learn more from Patrick?  Click here. Want to speak with Mark?  Reach out here.   Special thanks to Bensound for the music.

The introduction of Bill C-11, the new Consumer Privacy Protection Act (CPPA), could change the privacy landscape in Canada leaving many chief privacy officers wondering what the next steps are and should be. In this episode of Smart Cities Chat Series podcast, Chantal Bernier, National Practice Leader, Privacy and Cybersecurity, outlines the top five considerations every privacy officer needs to know about the CPPA.

In this world of increased data and cyber-security risk, institutional investors have increased their awareness and due diligence requirements of private equity firms. FD's National Practice Leader, Bob Woosley discusses the evolving trends in the diligence of private equity firms with Neal Prunier, Director of Standards and Best Practices at the Institutional Limited Partners Association (ILPA) and with Sabrina Serafin, national compliance expert and host of “Culture of Compliance”, the #1 ranked compliance podcast in the country. Watch: https://www.frazierdeeter.com/webinars/private-equity-360-evolving-trends-in-diligence-of-private-equity-firms/

Sabrina Serafin is a Partner and National Practice Leader at Frazier & Deeter, one of the fastest-growing accounting and advisory firms in the United States. Sabrina is also the host of Culture of Compliance, a podcast from Frazier & Deeter that explores compliance as a competitive advantage in today's marketplace. Outside of Frazier & Deeter, Sabrina is a Member of ISACA, a global association for IT and business leaders. She actively volunteers on the Board of Governors for the Atlanta Chapter of The Institute of International Auditors Inc. and the Board of Directors for Trees Atlanta. In this episode… Does your organization have fundamental controls in place to protect your data from privacy and security risks? Or, are you struggling to keep up with — and implement — the latest protective measures?  According to privacy expert Sabrina Serafin, one of the biggest inhibitors to a company's privacy and security is controls. Without basic controls in place, your business won't be able to comply with current requirements or mitigate the risks that could seriously damage its reputation, profits, and data. So, how can you implement basic controls and take concrete steps toward protecting your business today? In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels sit down with Sabrina Serafin, a Partner and National Practice Leader at Frazier & Deeter, to discuss her expert strategies for protecting your company's privacy and security. Listen in as Sabrina talks about the importance of implementing basic controls, how recent privacy and security laws have affected her clients, and her biggest password management tip for listeners. Stay tuned!

Graber provides senior living valuation and advisory services for 2,000 senior housing projects each year for CBRE, the largest real estate firm in the world. Hear his take on the current investment environment, how programming and operations are driving value, and why he is excited about opportunities in the middle market. About James James Graber, MAI, as a Managing Director within Valuation & Advisory Services, is the National Practice Leader of Seniors Housing & Healthcare at CBRE, the largest real estate firm in the world. As the national head of the Seniors Housing & Healthcare practice, James heads a geographically-diverse team that focuses solely on valuation and advisory services for senior's housing assets, including active adult, independent living, assisted living, memory care, skilled nursing, and life plan communities (LPC/CCRC). The National Seniors Housing & Healthcare practice group is an industry thought leader. James regularly publishes market-leading research, contributes on industry panels, and is interviewed and quoted in various industry media outlets. For over 15 years, James has been active in the real estate valuation industry, completing assignments throughout the United States and abroad, with primary specialization in Seniors Housing & Healthcare assets. He provided valuation and advisory services, including third-party appraisals, Fair Market Value and Fair Market Rent analyses, purchase price allocations, IPA-NAV valuations, market studies, development support as an expert witness, arbiter in value disputes, market/need studies, and feasibility analyses. His clients included lenders, operators, health systems, local and national investment firms, development and operating companies, commercial and investment banks, insurance companies, private equity firms, pension funds, and REITs. Key Takeaways Graber expects “recovery” in the senior living industry in late 2021 to early 2022. There is less distress in the market than originally expected. There is “frothiness” in the senior living investment environment. From the equity side, there are multiple players looking to buy distressed properties; expecting a good amount of “blood in the water.” Adapted reuse looks good conceptually, but the conversion costs are prohibitive in most scenarios. Most hotels and motels lack seniors housing purpose-built functionality—in terms of common spaces, in-room kitchenettes, and nursing stations. From a cost standpoint, it does not pencil out. The word “luxury” is opaque—everyone considers what they have is luxury. Wellness is the new luxury—staffing and programming that impact residents' lives directly. It's hard to fake a wellness program. (Graber is excited about the use of targeted nutrition and exercise programs to improve memory.) Staffing and operations drive seniors housing. The physical plant can be middle market, while the staff and programming are considered the top of the market.

Voluntary benefits are among the fastest growing benefits as employers look to provide their teams with enhanced security in 2022 and beyond. But there are both challenges and big opportunities when it comes to incorporating voluntary health benefits into your overall benefit strategy. Join us as NFP’s National Practice Leader of Voluntary Benefits, Kim Heald, shares how to implement voluntary health benefits that work for employers, their teams, and their families.

In this episode of the Collaborative Transformation: Driving the Deal series, McDermott Partner Krist Werling is joined by Neil Krauter, National Practice Leader of Private Equity at Risk Strategies and Founder of Krauter & Company. With a wealth of experience in private equity insurance, Neil explains how private equity funds' needs have changed and addresses current trends in the space, including: > The evolving role of rep and warranty insurance in private equity investments > Insurance dynamics and issues in the rapidly changing SPAC deal space > Key insights into due diligence, billing and coding

Kelly Geary is the National Practice Leader and the Executive Risk & Cyber/Professional Services Claims & Coverage Leader at EPIC Insurance Brokers & Consultants. In this position, Kelly leads cyber and executive risk initiatives, monitors legal changes that increase organizational risks, and offers risk management counseling and claims advocacy.  Kelly is also the Managing Principal, US Cyber Practice Leader, and Coverage and Claims Counsel Leader at Tysers (formerly Integro USA), an insurance brokerage that is focused on global risk management. In this episode… Most business owners know that they need business insurance in order to protect their organization. But, did you know that obtaining cyber insurance is just as important for your company's safety and security? Cyber insurance is an essential part of protecting your organization from privacy and security risks. However, obtaining cyber insurance is much more than just checking a box. Both cyber risks and cyber insurance policies are evolving at a rapid pace—so how do you know which insurer and coverage will be the best fit for your business? Thankfully, Kelly Geary, a cyber insurance expert, has a few best practices for identifying and implementing the right cyber insurance policies for your company's privacy and security needs. In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels sit down with Kelly Geary, the National Practice Leader and the Executive Risk & Cyber/Professional Services Claims & Coverage Leader at EPIC Insurance Brokers & Consultants. Listen in as Kelly talks about the different types of cyber insurance, what kind of coverage your company needs, and the important steps to take after obtaining cyber insurance for your business. Stay tuned!

On this episode, Jeff hosts Shari Dunn who is a Managing Director and National Practice Leader at Arthur J. Gallagher & Company. Shari specializes in compensation strategy & planning, performance-based incentive programs, and effective organizational design. Jeff and Shari discuss the key attributes of a successful compensation strategy, including competitiveness, internal pay equity, cost management, legality, and correlation to performance. Shari reveals how most employers don’t correctly distinguish between employee development, and measurements/outcomes related to pay. Jeff and Shari discuss problems with numerical ratings in performance reviews and how rater subjectivity creates issues when ratings are linked to compensation. In the complicated world of gender and pay inequity, Shari talks about the false assumptions made from inaccurate industry reports on pay equity, while sharing key strategies to help organizations be part of the solution.

As we enter 2021, it is time to reflect on everything that happened in 2020 and how it will affect HITRUST in the new year. Sabrina Serafin interviews two HITRUST experts, Michael Parisi and Andrew Hicks. They discuss how COVID-19 affected the HITRUST marketplace and how upcoming changes to the HITRUST assessment may affect companies and organizations.   Host - Sabrina Serafin, Partner and National Practice Leader of Frazier & Deeter's Process Risk and Governance Practice   Guests - Michael Parisi, Member of the HITRUST leadership team and Vice President of Assurance Strategy & Community Development - Andrew Hicks, National Practice Leader of Frazier & Deeter's HITRUST practice.

As previewed at the 2020 Institutional Limited Partners Association (ILPA) Annual Summit, this case study delves into the strategy of “lifting out” a private equity firm’s back office and bringing that team into a third-party administrator. National Practice Leader, Bob Woosley discusses this strategy with FD Fund Administration CEO, Thomas DiEgidio, and FD fund Administration Principals, Andrew Huss and Jonathan Haidet who successfully joined the firm as a result of a lift out. Watch now: https://www.fd-fa.com/videos/private-equity-360-lift-out/ 

Data security has been a top concern of large organizations for many years, but over the last few years smaller companies have been more frequently attacked. These attacks have driven heightened interest from businesses of all sizes who want to understand what their vulnerabilities are. Sabrina Serafin interviews Derrick Rice about the importance of penetration testing and how to choose the right assessor. Sabrina Serafin | Partner and National Practice Leader of Process Risk & Governance Derrick Rice | Process, Risk and Governance Director Learn more about Frazier & Deeter’s Cybersecurity: https://www.frazierdeeter.com/services/advisory/cybersecurity/

Tax functions are being asked by the C-suite to participate in the effort to reduce costs and generate cash if possible. As a result, Tax functions are thinking about cash tax flows. Completing more upfront digging and analysis can help Tax functions prioritize their efforts for cash tax savings. Learn more in this episode of Tap into Tax featuring: Julie Allen, National Tax Services Market leaderMargie Dhunjishah, Tax Reporting & Strategy leaderKasey Dunn, Tax Partner and National Practice Leader for Lead Tax Partners

Lisa Knee, Real Estate Partner, and Michael Rose, National Practice Leader of CFIUS Advisory Services discuss the final regulations issued by the Treasury Department implementing most of the 2018 Foreign Investment Risk Review Modernization Act (FIRRMA). Section 802 dealing with real estate transactions and Section 800 dealing with acquisitions of U.S. companies in other areas that may have national security concerns are the focus of this episode. 

Scott Thele of Franklin Covey shares how organizations that have “pressed pause” or are timidly moving forward can rally their team into meaningful action. Organizations that have been in isolation and functional hibernation can activate their team into meaningful action that will empower them to embrace the new normal and thrive, no matter where they are starting from. This is a must-listen episode for leaders of all stripes and different seats of your organization. Scott Thele is a contributing author to the #1 National Best-Selling book The 4 Disciplines of Execution, and National Practice Leader at Franklin Covey. Scott equips some of the world’s most prominent brands to align their team around wildly important goals and predictably achieve them. Ryan McInerney of Bluematter asks, and Scott answers: - What lessons can we learn from the companies that thrived during the pandemic that brands should apply to rebound? - What challenges are businesses going to face as they start to reenter the market and fully activate their sales and marketing? - How can teams realign themselves around a winnable game, when this is the first time they’ve ever had to work in this new environment? **Be sure to listen to this week’s episode to access the coupon code for 10% a Bluematter’s Premium Monthly Membership.**

Industry disruptions resulting from the pandemic crisis have investors and managers shifting their strategies in myriad new directions. In the latest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Engin Okaya, Managing Director at Prudential Private Capital, and David Felts, Managing Director at TM Capital Corp, about nuanced M&A approaches in the new normal, including distressed investing, add-ons and cross-border deals.   During the Coffee Break segment, Beth Garner, National Practice Leader of BDO's Employee Benefit Plan audit practice, shares her insights on the regulatory change of private equity being allowed into 401(k) plan allocations.

Chapter 1: BC releases Serology testing paper  GUEST: Jason Tetro, Host of the Super Awesome Science Show  Chapter 2: Vancouver Park Board votes 4-3 to allow overnight camping in city parks  GUEST: Jean Swanson, Vancouver City Councillor Chapter 3: Pan Pacific Hotel Forcing Workers to Sign Away Their Rights?  GUEST: Lior Samfiru, Partner, National Practice Leader, Labour & Employment Law at Samfiru Tumarkin LLP Chapter 4: Many Canadians are concerned about crimes committed with firearms in the country, a new Research Co. poll has found GUEST: Rod Giltaca, Canadian Coalition for Firearm Rights Chapter 5: Pivot Legal Society reacts to Park Controls Bylaw passing  GUEST: Anna Cooper, staff lawyer - homelessness, Pivot Legal Society  Chapter 6: Canada is facing new pressure to block Huawei 5G GUEST: Ian Young, Vancouver correspondent, SCMP Chapter 7: Yearly reminder not to keep pets in cars  GUEST: Lorie Chortyk, general manager, communications for the BC SPCA  Chapter 8: Should we be avoiding using reusable items during the pandemic?  GUEST: Lilly Woodbury, Chapter Manager at Surfrider Pacific

In April 2020, the Institute of Internal Auditors (IIA) sent out a survey  asking internal auditors how COVID-19 impacted their work. Sabrina Serafin, Partner and National Practice Leader of Process, Risk & Governance (PRG) Practice, invites three experienced internal audit professionals to discuss the survey and the meaning of the results.   Guests: Jason Sammons, PRG Partner Katrina Barrett, PRG Director Matt Hornfeck, PRG Manager

Thomas Zavieh, National Practice Leader, R&D Tax Credits, Frazier & Deeter (North Fulton Business Radio, Episode 224) Here’s an opportunity to get some real money back on taxes, which most small and medium-sized businesses don’t pay any attention to: R&D tax credits. A wide variety of business in various industries are eligible for these credits, […] The post Saving Real Money with R&D Tax Credits, with Tommy Zavieh, Frazier & Deeter appeared first on Business RadioX ®.

What is a Quality of Earnings (QofE)? How does it affect a private equity transaction? Bob Woosley interviews Tim Koch, National Practice Leader, Transaction Advisory at Frazier & Deeter. In this podcast, we discuss common QofE mistakes. These mistakes can make or break a transaction. Learn what you need to do in a QofE and make sure your transaction goes smoothly.

Guest: Director of Sterling Architects and NSW/ACT President of the ACA, Agi Sterling has over 30 years experience and has run her own practice in Eastern Sydney for almost 20 years. Host: Leone Lorrimer is the National Practice Leader of GHDWoodhead. Leone is a well-known industry leader, with three decades at the top of major architectural practices. She is a role model for women in executive leadership in architecture. Support our launch partner Zenith Interiors and supporting partner Total Synergy - Try Synergy for free for 30 days  Get in touch with the team at The business of Architecture and Design: Email - adrpodcast@niche.com.au Other links: Sterling Architects – ACA – www.aca.org.au GHDWoodhead – ghdwoodhead.com Produced by: Paul Lidgerwood, managing director, Joanne Davies, publisher of Australian Design Review, Architectural Review and INSIDE, Madeleine Swain, editor of Architectural Review and Niche Media.  Australian Design Review See omnystudio.com/listener for privacy information.

Adam Torres interviews Jay Laschinger SVP National Practice Leader at Alliant Retirement Consulting in this episode. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be interviewed by Adam on our podcast: https://www.moneymatterstoptips.com/podcastguest --- Support this podcast: https://anchor.fm/moneymatters/support

Michael Bussa, National Practice Leader, Global Reward Services, KPMG in the US, explores the strategic considerations when designing and operating global incentive compensation programs.

Jay Laschinger, Senior Vice President and National Practice Leader at Alliant Retirement Consulting is interviewed in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to be interviewed by Adam on our podcast: https://www.moneymatterstoptips.com/podcastguest --- Support this podcast: https://anchor.fm/moneymatters/support

What happens when the curb becomes too appealing? What can we do about it? The curb is loved by more than just cars and trucks nowadays. Bikes, scooters, rideshare, and even food trucks want a piece of it—and they're willing to fight each other for it. Jim Barbaresso, HNTB's Senior VP and National Practice Leader for Intelligent Transportation Systems, shares with us this week what's happening to the curb now, what will happen to the curb in the future, and how we can shape curb policy to ensure the most efficient and fair use of it. LINKS: Jim Barbaresso Jim's email: jbarbaresso@hntb.com Jim Barbaresso's column on Axios HNTB

Show Summary Only an estimated 40% of business investment eligible for allowable R&D tax credits are claimed on tax filings. Many businesses are potentially missing out, sometimes for sizeable amounts. What are R&D tax credits? To find out if your business qualifies, listen to this interview with Tommy Zavieh, National Practice Leader for R&D Tax […] The post Frazier & Deeter s Business Beat: Tommy Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter appeared first on Business RadioX ®.

Don’t miss episode two of the Retail Tomorrow podcast where we talk about ‘buy online, pick up in store’. Some call it BOPIS; some call it click-and-collect. No matter what you call it, while this segment of e-commerce presents challenges, it's also an enormous opportunity for retailers who want their brick-and-mortar stores to remain relevant and satisfy an established consumer need. Recorded at Google's New York City office during the recent National Retail Federation show with host Kevin Coupe, we convene a panel of expert to open our eyes to the possibilities: Lee Peterson, EVP of Thought Leadership at WD Partners Ben Conwell, Senior Managing Director & National Practice Leader of the E-commerce Fulfillment Group at Cushman Wakefield Jeff Baskin, VP of Operations at Radius Networks Dror Cohen, Chief Of Staff of Waze Ads at Waze Chris Lydle, Retail innovation Lead for Google   Retail Tomorrow is a GMDC initiative which hosts a series of “immersion” conferences where people can deep-dive into not only best-practices, but next-practices in retail. Past event locations include in Silicon Valley, Toronto, Seattle, and New York, with upcoming 2019 events scheduled for Los Angeles and Boston. Learn more at www.retailtomorrow.com

Sabrina Serafin, Partner and National Practice Leader of Frazier & Deeter's Process, Risk and Governance Practice talks with Matt Ficken an advisor with Insperity about the importance of HR compliance no matter the size of the business.   Insperity is a service provider specializing in human resource solutions.

Special Guest: Darin Buelow, Principal and National Practice Leader, Real Estate and Location Strategy, Deloitte Consulting LLP Is the opioid crisis depleting your workforce? Tainting your community's quality of life? How is it eating into your municipal budget? Explore how the opioid crisis can impact corporate location decisions. Host: Jeff Rent, Senior Vice President of Economic Development, Greater Jackson Alliance Studio: Podastery Studios (twitter.com/Podastery) - http://podastery.com Learn More: MEDC - http://medc.ms/

Barb Martinez is the National Practice Leader, Drug Benefit Solutions, Great-West Life. Barb supports sales offices across Canada on prescription drug management initiatives. She plays a key role in supporting advisors and their clients, including designing and managing drug benefit plans with Great-West Life Drug Solutions. Barb's knowledge and strategic thinking make her one of the most sought after speakers and contributors in the employee benefits industry today. Tune is as we discuss issues such as rising drug costs, pharmacoeconomics, specialty drugs as well as biologics and how they are adding to these rising costs. Barb also dives into the SMART program that Great-West Life has rolled out. Whether you are a business owner, plan sponsor or a plan member, this is an episode you'll want to listen to. I had a great time speaking with Barb. I hope you enjoy it!

Barb Martinez is the National Practice Leader, Drug Benefit Solutions, Great-West Life. Barb supports sales offices across Canada on prescription drug management initiatives. She plays a key role in supporting advisors and their clients, including designing and managing drug benefit plans with Great-West Life Drug Solutions. Barb's knowledge and strategic thinking make her one of the most sought after speakers and contributors in the employee benefits industry today. Tune is as we discuss issues such as rising drug costs, pharmacoeconomics, specialty drugs as well as biologics and how they are adding to these rising costs. Barb also dives into the SMART program that Great-West Life has rolled out. Whether you are a business owner, plan sponsor or a plan member, this is an episode you'll want to listen to. I had a great time speaking with Barb. I hope you enjoy it!

Barb Martinez is the National Practice Leader, Drug Benefit Solutions, Great-West Life. Barb supports sales offices across Canada on prescription drug management initiatives. She plays a key role in supporting advisors and their clients, including designing and managing drug benefit plans with Great-West Life Drug Solutions. Barb's knowledge and strategic thinking make her one of the most sought after speakers and contributors in the employee benefits industry today. Tune is as we discuss issues such as rising drug costs, pharmacoeconomics, specialty drugs as well as biologics and how they are adding to these rising costs. Barb also dives into the SMART program that Great-West Life has rolled out. Whether you are a business owner, plan sponsor or a plan member, this is an episode you'll want to listen to. I had a great time speaking with Barb. I hope you enjoy it!

Barb Martinez is the National Practice Leader, Drug Benefit Solutions, Great-West Life. Barb supports sales offices across Canada on prescription drug management initiatives.  She plays a key role in supporting advisors and their clients, including designing and managing drug benefit plans with Great-West Life Drug Solutions.  Barb's knowledge and strategic thinking make her one of the most sought after speakers and contributors in the employee benefits industry today.  Tune is as we discuss issues such as rising drug costs, pharmacoeconomics, specialty drugs as well as biologics and  how they are adding to these rising costs.  Barb also dives into the SMART program that Great-West Life has rolled out.  Whether you are a business owner, plan sponsor or a plan member, this is an episode you'll want to listen to.  I had a great time speaking with Barb. I hope you enjoy it!

Sabrina Serafin, National Practice Leader of Frazier & Deeter's Process Risk & Governance Practice, interviews Joe Oringel, Managing Director of Visual Risk IQ.They discuss the importance of visual data analytics and reporting in relation to today's compliance tools.  Links to items mentioned in the podcast: 11:09 - Self-service - we're offering a 15- or 30-minute demo of Tableau to any podcast listener where we can provide both a trial software license and a guided evaluation of the software. http://www.vriq.us/TryTableau to download software and email me to schedule the guided demo: Joe.Oringel@VisualRiskIQ.com 12:55 - Tweet re: Machine Learning and AI https://twitter.com/VisualRiskIQ/status/1010689657883918336 16:05 - Book information Stephen Few book - Show Me the Numbers http://www.vriq.us/ShowMeTheNumbers Edward Tufte book - Visual Display of Quantitative Information http://www.vriq.us/TufteBook Dona Wong / Wall Street Journal's Guide to Infographics http://www.vriq.us/DonaWongWSJ 17:15 - 3 Part Webinar: Improve Internal Audit and Compliance with Data Analytics https://www.tableau.com/learn/series/improve-internal-audit-and-compliance-data-analytics

Sabrina Serafin, Partner and National Practice Leader of Frazier & Deeter's Process, Risk and Governance Practice talks with Tim Martin and Skeet Spillane from Pillar Technology Partners about how they help clients prepare for all things cyber.

IN EPISODE TWO of The Break Room, we are joined by Privia's National Practice Leader, Scott Disch, who will discuss what we can expect from healthcare in 2017. From insurance exchanges to MACRA we discuss what you need to know to stay nimble in an uncertain healthcare market. Music provided by Lee Rosevere BONUS CONTENT: Download our resource, “Expectations for Healthcare in 2017” to learn more about how the healthcare landscape is changing for physicians into one geared towards risk. Here's what you can expect in 2017. Click here to download