Podcasts about operational

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In the current tech landscape, everyone is experimenting with AI, but when it comes to finance, we tread more carefully. In this episode, CJ is joined by Amy Butte, the CFO of Navan, one of the most AI-forward travel and expense platforms in operation. Amy highlights how the company is weaving AI into its operating system, not just to summarize documents, but to manage financial workflows with real impact. With a career spanning Wall Street and Silicon Valley, Amy also discusses her journey from being the CFO of the New York Stock Exchange to her current role. She delves into her experiences as an audit chair and touches on the challenges and opportunities in building teams and navigating change. She also breaks down the dynamics of the build versus buy debate in the current tech space before sharing anecdotes about her unique experiences at the New York Stock Exchange and her perspectives on being a woman in leadership.—LINKS:Amy Butte on LinkedIn: https://www.linkedin.com/in/amybutte/Navan: navan.com/RunthenumbersExtraordinary Women on Boards: https://www.ewobnetwork.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:00:00 Preview and Intro02:59 Sponsor – MUFG | NetSuite | Pulley06:52 Conferences and Networking09:09 How Navan Has Implemented AI12:17 Whose Responsibility Is It To Drive AI Adoption14:50 The Risks Involved in Using AI in Finance15:50 Navan's New Bot “Miles”17:00 Sponsor – Brex | Aleph | RightRev | Navan22:31 The Operational and Financial Impact of Using AI at Navan23:36 CSAT Scores: Humans Versus Bots24:46 AI Within the Finance Department27:37 What an Audit Chair Does32:04 Using the Audit Chair Seat To Influence Business Outcomes33:33 Mentoring CFOs and Unlocking Opportunities As Audit Chair36:29 How To Become a Board Member or Audit Chair38:58 The Role of the Director Versus the Role of the Operator39:44 Building Teams and Empowering People48:48 Build Versus Buy in the Era of AI51:28 Partnering: Collaboration Versus Control53:07 A Story About the Security at the New York Stock Exchange55:36 Meeting the CEO of Merrill Lynch57:43 Leadership and Opportunities for Women in Finance1:00:37 Long-Ass Lightning Round: A Big Mistake1:01:31 Advice to Younger Self1:02:37 Finance Software Stack1:02:55 Craziest Expense Story—SPONSORS:MUFG is a global banking powerhouse that provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. Accelerate your growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.#Navan #AIFinance #FinancialTransformation #AuditChair #WomenInLeadership Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Send us a textIn this energetic and introspective episode recorded live at Pax8 Beyond 2025, Joey Pinz talks with Gene Kim, VP of Sales at Absolute, about what MSPs truly need from their security vendors — and how personal resilience echoes in business strategy.Gene opens with reflections on surfing at San Onofre State Beach, how the ocean provides a space for introspection, and how tracking progress — even in hobbies — helps him stay motivated. This passion for metrics carries into his work, where he supports MSPs navigating the challenges of brand visibility, cybersecurity threats, human capital gaps, and delivering operational excellence to SMB clients.The episode also explores Absolute's application persistence and resilience tools, which help MSPs ensure critical software stays active — even after catastrophic failures. With 600M+ devices already embedded at the BIOS level, Gene explains how Absolute provides continuity at a scale few can match.In a powerful moment, Joey shares his 120-pound weight loss journey, prompting Gene to reflect on how discipline, metrics, and mindset shape both personal and business transformations. 

What does it take to run 500 events across 16 weeks and still make it home for bedtime stories? In this powerhouse episode, Dwayne Kerrigan sits down with Vaneli Martinov, Executive Vice President of Operations for the world-renowned Wellington International.Vaneli opens up about the reality behind high-performance leadership—juggling relentless operations, motherhood, and building a career from the ground up. From her early days as an intern at the most expensive golf club in the world to project-managing $200M developments, her story is a masterclass in grit, grace, and grounded leadership.You'll learn how she balances chaos with calm, leads massive teams with empathy, and why being the "swan on the surface, but paddling like hell underneath" is one of her greatest strengths.Timestamps:00:00 – The Swan Mentality: Grace above, chaos below01:10 – Meet Vaneli Martinov03:00 – Managing 500 events in 16 weeks05:45 – Operational teardown + seasonal rebuilds07:00 – Balancing career, marriage & motherhood08:45 – Living in fight-or-flight: Thriving in chaos10:00 – Hustling her way from intern to executive14:45 – Saying yes before you're ready17:00 – Early career lessons in elite service & proactivity21:00 – Building trust through “nothing is beneath me” leadership23:00 – Predictive thinking vs reactive firefighting26:00 – Scaling up from operations grunt to strategic executive29:00 – 80–100 hour weeks: Was it worth it?31:00 – Redefining hustle with purpose and family in mind35:00 – The truth about toxic relationships and healthy ambition38:00 – The hidden challenges of being a woman in male-dominated leadership44:30 – How Vaneli leads with feminine strength and authenticity48:00 – Modeling the right leadership style through lived experience52:00 – Networking with purpose vs performative connectionKey Takeaways & Resources:1. Say Yes Before You're ReadyVaneli's career is built on courageous action—even when she didn't feel ready. She leaned into the unknown and learned through doing.2. Leadership Is Earned Through ActionShe models respect by showing up in the trenches. From hauling trash to handling investors, no job is beneath her—and that credibility compounds.3. Early Career: Hustle + Humility WinsWhat set her apart wasn't grades—it was drive. Her advice to young professionals? Show up curious, proactive, and willing to do anything.4. Learn to Anticipate, Not Just ReactWhether managing elite clientele or massive operations, success lies in predicting needs and solving problems before they arise.5. Redefining Feminine LeadershipVaneli rejected the “bulldog boss” stereotype and leaned into emotional intelligence, empathy, and warmth—without sacrificing strength.6. Balance Isn't Static—It's IntentionalAs a wife, mother, and exec, she's constantly pivoting. Her north star? Show up with positivity, and choose grace over perfection.Connect with Dwayne KerriganFacebook: https://www.facebook.com/thedwaynekerriganpodcastInstagram: https://www.instagram.com/dwaynekerriganpodcast/Linked In: https://www.linkedin.com/in/dwayne-kerrigan-998113281/Website: http://www.dwaynekerrigan.comDisclaimer...

As cardiac rehab evolves, innovative care models are key to better outcomes and financial sustainability. In this special episode of HeartTalk, vice presidents of Care Transformation Services at MedAxiom, Denise Busman, MSN, RN, CPHQ, FACC, and Jenny Kennedy, DNP, RN, CHFN, NEA-BC, FACC sit down with Sarah Shelton, cardiac rehabilitation manager and Rod Roeser, CEO at Heart and Vascular Care (HVC). They discuss how they successfully implemented Intensive Cardiac Rehab (ICR), including their strategies to overcome space and staffing challenges, boost provider and patient engagement, and scale ICR programs for clinical, operational, and financial success.

In this episode of the Edge Podcast, Terry and her guest, NSCHBC member and consultant Joe Lessard, discuss how to advise clients on critical business decisions for medical and dental practices. They cover topics such as:Insurance acceptance: What insurance plans should practices accept?Hiring strategies: When is the right time to hire new associates or partners?Location expansion: Should new locations be opened, and if so, where?Operational scaling: When should practices expand or contract outsourced operations?Equipment acquisition: Should practices lease or purchase new equipment?Tune in for expert insights on practice management, financial planning for healthcare practices, and growth strategies for medical and dental clinics.

In this episode of Supply Chain Now, hosts Scott Luton and Jake Barr welcome Eri Iozdjan, Founder of Maven Lane, Will Andrews, Executive Vice President at Maven Lane, and Ronak Patel, Vice President for Fulfillment Solutions at VEYER Logistics. They discuss Maven Lane's supply chain transformation and the partnership with VEYER Logistics.Eri and Will share challenges with their previous 3PL partner, focusing on customer obsession, operational excellence, and data-driven decision-making. Ronak emphasizes the importance of trust, transparency, and operational leadership in their partnership. The conversation explores the criteria Maven Lane used to select a new 3PL partner, prioritizing customer satisfaction, product handling, and data visibility. It also highlights how the partnership with VEYER has improved service levels, reduced defect rates, and provided greater control, setting up Maven Lane for future growth. The episode outlines how a well-designed, customer-centric supply chain can serve as a competitive advantage and the value of working with partners who align with your goals.Jump into the conversation:(00:00) Intro(01:56) Panel introductions and warm-up(07:09) Diving into the Maven Lane story(15:19) Challenges with previous 3PL partner(20:57) Constructing the 3PL selection process(26:19) A story of lean operations(26:44) Key indicators of a successful operation(26:59) The importance of employee engagement(28:43) Operational excellence and culture(29:26) Technology and information integration(30:37) Advice for the selection process(32:25) Impact of the partnership(40:37) Future goals and expansion plans(45:14) Critical learnings and next stepsAdditional Links & Resources:Connect with Ronak on LInkedIn: https://www.linkedin.com/in/ronak-patel-nashville/ Connect with Eri on LinkedIn: https://www.linkedin.com/in/edbutler17/Learn more about Maven Lane: https://mavenlane.com/ Learn more about VEYER Logistics: https://www.veyerlogistics.com/ Get Started with VEYER today: https://www.veyerlogistics.com/get-started-today/Connect with Scott Luton: https://www.linkedin.com/in/scottwindonluton/Connect with Jake Barr: https://www.linkedin.com/in/jake-barr-3883501/ Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Transforming Operations: Flowers Foods Unveils Its Digital Supply Chain...

This episode is sponsored by Cin7 — the operating system for food and beverage brands. Foodbevy listeners get 50% off for 3 months when you sign up. Learn more at cin7.com/foodbevyTÖST went from a simple, elegant idea to a global beverage brand — and the key to their growth wasn't just demand, but operations. If you're ready to take control of your COGS and scale with confidence, consider what tools like Cin7 can unlock for your team. Learn more at cin7.com/foodbevy and grab a bottle of TÖST at tostbeverages.com. Thanks again to Chie Addington for joining us — and we'll see you next time on Startup to Scale.Startup to Scale is a podcast by Foodbevy, an online community to connect emerging food, beverage, and CPG founders to great resources and partners to grow their business. Visit us at Foodbevy.com to learn about becoming a member or an industry partner today.

In this episode, hosts Brad and Michael, along with series regular Jay Reyero, share the story of a cardiology practice that added a cash-based weight loss program to its traditional insurance-based model. The change led to unexpected legal challenges, patient confusion, and operational strain as the practice struggled to manage conflicting payment structures. Tune in to learn the legal obligations of in-network providers, the compliance risks of mixing payment models, and how to stay compliant when adding new services.  Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

Signup for the FREE Masterclass: https://www.thecustomersuccesspro.com/masterclassIn this episode of the Customer Success Pro Podcast, host Anika Zuber and guest Kelley Turner, SVP of Global Customer Success at Vitally, discuss the critical role of customer segmentation in driving effective customer success strategies. They explore the importance of understanding customer needs, the balance between automation and personalization, and how AI can enhance segmentation efforts. Kelley shares her unique background in finance and how it informs her approach to customer success, emphasizing the need for curiosity and engagement in building strong customer relationships. The conversation also touches on measuring success in customer success initiatives and the evolving landscape of customer engagement.#customersuccessmanager #podcast #revenuegrowth Chapters00:00 Introduction 02:54 The Importance of Customer Segmentation05:57 Kelley Turner's Background and Role at Vitally08:48 Understanding Customer Success at Vitally14:51 The Role of Curiosity in Customer Success18:01 Operational vs. Service Segmentation20:51 Creative Segmentation Strategies23:54 Impact of Segmentation on Customer Outcomes27:06 Balancing Automation and Personalization29:59 Measuring Success in Segmentation32:59 Future of Segmentation and AI in Customer Success36:06 Quick Fire Round with Kelley TurnerConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Kelley Turner:Email: kelley@vitally.ioLinkedin: https://www.linkedin.com/in/kelleyturner/Kelley Turner is a seasoned leader in Customer Success, currently serving as SVP of Global Customer Success at Vitally. With a career spanning across multiple industries, Kelley is known for building high-performing teams that deliver measurable value and lasting customer partnerships. At Vitally, she leads the full post-sale experience—spanning onboarding, support, education, and CSM teams —to drive retention, expansion, and strategic impact across the customer base.Prior to Vitally, Kelley held executive roles at Iterable, Guild Education, and Kapost, where she managed portfolios exceeding $200M ARR, built customer success functions from the ground up, and championed initiatives around DEI and employee development. Whether scaling customer teams, driving retention, or mentoring future leaders, Kelley is driven by the belief that customer success is everyone's business.Send Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Podcast Editor: https://podcastmagician.com/

This episode discusses a portion of the results of the work from home survey conducted in 2024 by members of the Section of Specialty Pharmacy Practitioners Advisory Group on Operational and Workforce Development.  The information presented during the podcast reflects solely the opinions of the presenter. The information and materials are not, and are not intended as, a comprehensive source of drug information on this topic. The contents of the podcast have not been reviewed by ASHP, and should neither be interpreted as the official policies of ASHP, nor an endorsement of any product(s), nor should they be considered as a substitute for the professional judgment of the pharmacist or physician.

Recorded during a CBRE event in Barcelona, Panattoni's Robert Dobrzycki and CBRE's Jack Cox explore the European logistics market with a focus on opportunities in today's market.Growth in Europe's Industrial & Logistics sector is expected to driven by demand from 3PLs, e-commerce and manufacturing.Operational expertise is crucial in Industrial & Logistics, particularly in denser urban environments.Data centers is a growing niche, with high investment potential.The European logistics market is more fragmented than in the US. There's also less development and labor costs play a bigger role in the investment equation.Geopolitics, evolving trade policies and technology advancements all have an influence on the European logistics market.

In this solo episode, Alanna speaks from the heart about a challenge many of us know too well - how do we close the gap between corporate safety strategies and what's really happening on the ground?With years of experience across both sides, Alanna shares honest insights into what gets in the way of alignment and what it truly takes to build trust and collaboration between corporate and operational teams.She dives into the power of empathy in leadership, the importance of listening before launching, and how translating risk into language that resonates with frontline workers can shift outcomes.Whether you're in a corporate office or out in the field, the message is the same: it starts with trust, and it grows with connection.What's one way you've helped close the gap between policy and practice? Let us know in the comments or tag @womeninsafety to share your thoughts.Got questions?Connect with us on Instagram - https://www.instagram.com/womeninsafety/ Email us -  admin@womeninsafety.net Sign up for the newsletter - https://www.womeninsafety.net/ Don't forget to share this episode with your network and help us spread the word about the incredible work being done in the health and safety profession!Be sure to hit follow on Spotify or the + on Apple Podcasts to get the latest episodes.If you share this episode on your socials, be sure to tag @womeninsafety

Jessica Zwaan joined us again to unpack the metrics that actually matter in HR today. We talked about the three buckets of metrics every People Leader should use, why the RANS test is a better way to measure engagement, and the one metric to rule them all (ELTV:CAC). ---- Sponsor Links:

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Rohit Divate, to discuss the intersection of finance, operations, and the high-growth startup world. They explore how finance leaders can partner with teams to drive growth while maintaining sustainability, the role of AI in finance, and the importance of communication and trust in leadership. The conversation dives deep into the challenges and opportunities faced by finance professionals in high-growth environments and provides actionable insights for those navigating this fast-paced industry.Rohit is a seasoned finance leader with expertise in high-growth SaaS companies. Having raised over $500 million and driven revenue growth from $20 million to over $500 million, Rohit has a deep passion for improving finance team effectiveness and is especially active in the AI space. He currently serves as the head of operations and finance at Sprig, an all-in-one product experience platform.Expect to Learn:How finance can act as a strategic partner to drive company growth, especially in the early stages.The importance of balancing growth with sustainability in high-growth SaaS companies.Key metrics and strategies for scaling operations and go-to-market efforts in early-stage startups.Insights into how AI is changing the landscape of finance and operations.Tips on building trust and accountability within teams to ensure collaborative success.Here are a few quotes from the episode:"You need to build trust with your teams before you can build accountability. It's not about numbers, it's about relationships." - Rohit Divate"AI is going to be a game changer. Right now, we're still figuring out how to use it in finance, but I'm excited for the day it makes me 10x more productive." - Rohit Divate"In early-stage companies, you don't really know what your metrics are yet, but you can always measure improvement." - Rohit DivateRohit shares valuable insights, real stories, and practical advice for anyone in finance, particularly those working in high-growth startups. If you're looking to understand the dynamics of scaling a business, driving sustainable growth, and partnering effectively with teams, this episode is for you. Rohit talks about what's worked for him, the challenges he's faced, and the key lessons he's learned throughout his career, offering actionable takeaways for aspiring finance leaders.Corporate Finance Institute: You know the numbers. Now it's time to own the story.The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data. Enroll by July 1st and get 40% of this new Certification. Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Rohit:LinkedIn - https://www.linkedin.com/in/divate/Twitter - https://x.com/rohitdv8 Follow Paul: Website - https://www.theFP&Aguy.com...

No coding skills? No problem. When using ChatGPT's Canvas, Google Gemini Canvas and Claude Artifacts, you can create interactive dashboards and bespoke web apps in a flash. Ready to put AI to work for you this Wednesday? Let's get it. (Oh, and we'll be able to break a lil news midway through!) Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:No-Code AI Dashboard Creation TechniquesGoogle Gemini Canvas vs. ChatGPTClaude Artifacts Interactive AI ToolsBusiness Analytics with AI DashboardsData Visualization in AI PlatformsReal-Time AI Tool Live DemoComparing AI Dashboard FunctionalityEnhancements in AI Tool ResponsivenessTimestamps:00:00 Everyday AI: Leverage for Business03:25 "Exploring AI Modes and Examples"09:11 Ready Check Before Starting10:37 Boost Productivity with Custom Tools15:23 Leveraging Public and Licensed Data17:49 "Efficient Debugging Solutions"21:01 "Spotting Blind Spots with AI"26:17 "SONNET Over Opus Frustrations"27:24 "Optimizing B2B Prospects with Opus"30:33 "Growth Lab Insights: Content Amplification"34:06 Evaluating AI Platforms37:44 Podcast Update: Video Available Online40:34 Growth Opportunity Radar Challenge43:55 Analyzing Albatross Data Effectively46:57 Upload Error with Fifth File50:32 "AI as No-Code Development Partner"Keywords:No code interactive AI, Interactive AI tools, Canvas mode, Google's canvas mode, Chat GPT canvas mode, Claude artifacts, Business analytics tools, Data privacy, Data security, Large language models, Business growth, Custom software, Data visualization, Interactive dashboard, Cross channel trends, Actionable growth plays, Lead ID software, Marketing analytics, Content amplification engine, Search optimization, Content pillars, Open source AI, Coding tools, Data analysis, Machine learning models, AI-driven insights, AI development, Open-ended instructions, Business use case, Operational efficiency, User interface, Automated processes, Growth dashboard, Data export.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Try Gemini 2.5 Flash! Sign up at AIStudio.google.com to get started. Try Google Veo 3 today! Sign up at gemini.google to get started. Try Gemini 2.5 Flash! Sign up at AIStudio.google.com to get started.

Send us a textIn this episode, Tracy shares her journey of growing a business from $40 million to $200 million and the strategic decision-making behind selling at the right time. She discusses the importance of recognizing market conditions, operational efficiencies, and leveraging AI to increase company value. Tracy also offers invaluable advice for families with private equity holdings, stressing the need to focus on cash flow, profitability, and long-term growth. She emphasizes how finding operational improvements can lead to better returns and why timing the market plays a crucial role in business success.

Summary: In this episode of #70secondCEO, Carl Gould introduces the third core function of your business—Systems—with a focus on what he calls “YES systems.” These are the processes that fulfill your promises to clients: the services you deliver, the products you sell, the experience you create. Whether you run a hotel, retail store, or law firm, YES systems are what you get paid to do. Carl explains why this part of your business must run with clockwork precision and why consistency, predictability, and tactical execution are the keys to success.   Read full transcript: Hi Everyone, Carl Gould here your #70secondCEO, just over a minute of  investment per day for a lifetime of results. Third function of the business is your SYSTEMS. Remember, we have YES systems and we have NO systems. The YES systems are: YES, we have clients and we have to fulfill the orders; and YES, this is what we get paid to do  So if you're a physical therapy practice, this is when you do physical therapy. If you're a hotel, this is when you have somebody check in and they lodge and they patronize your facility. If you're a retail store, this is when you're actually selling them something. If you're an attorney, you're arguing the case. You get the picture. This is what you get paid for and this is when you do client fulfillment. That's a certain type of person, a highly tactical, compliant, process driven person that runs this part of the organization and is very systematic. Very predictable, and very, very consistent. You should be able to throw away all of your clocks in the building because if I walk in and I look at your YES systems, based on what they're doing, I should be able to tell time of day, day of the week, day of the month, quarter of the year. I should be able to tell by their actions. Like and follow this podcast so you can learn more, my name is Carl Gould and this has been your #70secondCEO.  

In episode 1884, Jack and Miles are joined by comedian and host of Salty AF, Holly Brown, to discuss… The Pentagon Flew A Decoy Mission Because Of Trump’s Social Media Posts, Trump Planning to Lift Ban on Asbestos? Of Course Richard Dreyfuss Is Trying To Cash In on Jaws’ 50th Anniversary and more! Inside Trump’s Decision MAGA Takes Victory Lap After Hegseth Manages Not to Leak Plans to Bomb Iran FOX PENTAGON REPORTER: "In my 18 years at the Pentagon, I've never seen such operational security. Trump Planning to Lift Ban on Asbestos? U.S. Bans the Last Type of Asbestos Still in Use Of Course Richard Dreyfuss Is Trying To Cash In on Jaws’ 50th Anniversary Will we need a bigger boat? Martha's Vineyard awash in 'Jaws' at 50 mania Narragansett Beer celebrates 50 years of ‘Jaws’ The 50th Anniversary of ‘Jaws’ Brings a Wave of Brand Collabs and Collectibles LISTEN: @justbmannodj Get Tickets for the One Night In The Valley Comedy Benefit Show here!See omnystudio.com/listener for privacy information.

In this follow-up to our discussion on the business case for Business Data Cloud, expert Shawn Brown returns for a focused deep dive into one of the most critical topics for established SAP customers. If your organization has a significant investment in SAP Business Warehouse (BW) or Business Planning and Consolidation (BPC), this episode is essential listening. Shawn provides a strategic roadmap for migration, explaining how BDC offers a "glide slope" to modernize your landscape by turning existing artifacts into valuable data products, rather than forcing a disruptive break from your past investments. Tune in to understand the clear path forward for your on-premise solutions and learn how to leverage BDC to protect what you've built while accelerating your future in data and analytics. With over two decades of experience in SAP solutions, Shawn Brown currently serves as Senior Director for SAP's Center of Excellence. Known for expertly identifying customer needs, Mr. Brown excels in presenting tailored solutions involving Business Technology Platform, Business Data Cloud, S4HANA, and Business AI. A proven leader in demand generation and partner relationship management, Mr. Brown has successfully driven initiatives that enhance customer experience and streamline cloud solution adoption. Renowned as a thought leader and strategist, Mr. Brown frequently shares insights with CIOs and business influencers, fostering strong, trust-based relationships across multiple industries.   Connect with Us: LinkedIn: Shawn Brown Mustansir Saifuddin Innovative Solution Partners : Twitter:  @Mmsaifuddin YouTube or learn more about our sponsor Innovative Solution Partners to schedule a free consultation.    Episode Transcript [00:00:00] Mustansir Saifuddin: Welcome to Tech Driven Business, brought to you by Innovative Solution Partners. I'm honored to have Sean Brown of SAP rejoin me to a deeper dive into what SAP Business Data Cloud means for existing business warehouse customers. If you're running BW or BPC and weighing your options, this episode is for you. [00:00:28] Welcome [00:00:32] back to Tech-Driven Business. Shawn, how are you? [00:00:36] Shawn Brown: I am doing well. Thanks for having me back. Happy to be here. [00:00:40] Mustansir Saifuddin: It's great to have you back. I'm really excited to have you back on our show, especially when we started the first session. It was more summary level talking about business data cloud in general. What I would like to do is to bring it a notch down and talk about some of the benefits. [00:00:58] that BDC will bring to SAP BW customers. I see a lot of questions or thoughts about what it will do for those customers having business warehouse. So I'd like to dig deeper into this conversation. How does that sound? [00:01:14] Shawn Brown: That sounds great. [00:01:16] Mustansir Saifuddin: Awesome. Awesome. [00:01:17] Okay, so let's get into it. Right? Let's start with this. I mean, how does BDC simplify the data landscape for BW users? Let's start with that. [00:01:29] Shawn Brown: Yeah, so I think the big question is first, how is a customer using BW? This gets into whether they're using it for the purposes of. An analytical tool. They've built reports against, they've BEx reports. They, they're using older technologies like Business Objects. They're moving forward to actually even using even some third party, or they're using SAC or are they using it for the purposes of extracting the data from the source systems at SAP ERP, ECC [00:02:04] And even if they're already on S/4 and then using it as, Hey, I've extracted this data from SAP, now I'm looking for a way to use this data. And if it's acting as a bit more of a pass through then they have to kind of figure out what are they gonna do to get to that data after they're [00:02:24] thinking of what are they gonna do with BW now, if they're thinking about BW in a BW 4HANA perspective, they're probably looking at it as a long-term solution because they've got until 2040 before they have to really get off of BW. If, if they're using it in, let's say BW 7.5, they've got a little bit more time. [00:02:44] But the question is, are you gonna upgrade or, you know, what's the longer term plan with it? In those cases, I think really the big question for those customers is if I am looking to try to move to the more advanced capabilities that we have to access data within SAP. Then you're, you're clearly going to be in a position of trying to explore Business Data Cloud. [00:03:08] Now, the ability to take your environment that is on-prem, likely today in BW and then move it into BDC it, it moves in as a private cloud instance within BDC. This allows you to basically turn off everything that you're doing. On the on-prem BW and turn it into a software as a service that I think is going to open up a lot of opportunity for organizations that, you know, they may have invested very heavily in BW. If they're on BW4, they're looking at some maintenance costs. If they're before that, they're not so worried about it, but they are still dealing with potentially HANA costs. To be able to take all of that investment that they may have made and move it into BDC changes in many respects, the, the [00:04:00] path to do this 'cause [00:04:02] now it's not I have to pay for something in perpetuity or maintain something in perpetuity. I have a path to make it easier to move those assets into BDC. This is where the data product generator in BW in BDC is a big game changer because data products are gonna be the way that we're going to be delivering SAP artifacts in in the future. [00:04:27] To be able to take those BW artifacts and turn them into data products, and then develop all of your own insights on those artifacts, on those new BW data products that you've generated. This is gonna create a, a really great opportunity for a lot of those organizations that have been trying to figure out what their path forward looks like. [00:04:51] Maybe one last thing I'll say on this is, for those organizations that are maybe thinking of decommissioning BW altogether and moving towards some third party capability, I guess my only caution would be that's gonna be an expensive proposition, both in the short term and in the long term. [00:05:09] Most organizations are looking for self-service analytics. And while you can spend a lot of time and energy curating all of that data from all of the systems across your organization at SAP with SAP data, we're already doing that for you. You're basically duplicating the effort that we're going to provide out of the box. [00:05:32] This is one way you can kind of say, what do I do with BW? Well, I wanna move away from it, but if I wanna move away from it, I have a way to do it and still be able to take advantage of a lot of those curated data products that will be delivered from SAP, from all of those, we'll call it ERP based needs. [00:05:49] . [00:05:49] Mustansir Saifuddin: That's a good point you made. Let's circle back on this last point you mentioned later in our conversation. One thing that I, I take away from this is depending on your BW version you have options available to you. And eventually the idea is how to reuse some of these investments you've done over the past few years that customers have been using BW, BW4HANA, and not lose all that investment. [00:06:17] Shawn Brown: Mm-hmm. [00:06:18] Mustansir Saifuddin: Going to the private cloud and having those BW artifacts turn into the data products we know we talked about in BDC, and make sure that you are still able to utilize that. That's a big win for customers. [00:06:32] Shawn Brown: Absolutely. [00:06:33] Mustansir Saifuddin: Let's talk about customers who are running a little bit more complex BW. You know, when you have BW and you also have BPC, either it's used for planning or forecasting or consolidation. What are some of the considerations when it comes to their future planning and consolidation platform? Can you delve into that and kind of show the path, like what it's gonna look like? [00:06:58] Shawn Brown: Yeah, so, so most BPC customers already kind of know that there is the consolidation piece is the big question mark in many regards, and it really depends on how much they are leveraging, consolidations, how complex they are. The planning piece is something that we, we look at from a standpoint of, yes. [00:07:19] Okay. We're, we're really looking for SAC planning to take over those responsibilities. But then the consolidation piece is something that is going to find its way into S/4HANA. When we're talking about this combined environment, BW and BPC, what I see mostly with customers is that BW is has a larger role than just BPC, but it can just be BPC. [00:07:45] The benefit of BDC of Business Data Cloud is that we're now able to go ahead and take those BPC environments into Business Data Cloud and turn them into a private cloud setting. This gives [00:08:00] a little bit more time. This is something that SAP's really trying to work pretty hard on this year, is taking customers that are a BPC customer, move them into BDC as part of a private cloud deployment. [00:08:14] And then that allows time to transition to SAC planning and then take advantage of S4 for those consolidations. Now there's a lot of organizations, you know, partners that have been working on this as well to try to figure out how do I deal with some of those consolidations in SAC planning. [00:08:34] And in some cases that works really, again, gets back to how complex your consolidations are. That's something that has to be considered as organizations try to figure out what am I gonna do with my BPC environment? How am I going to modernize it? If it's working fine, this is one that I always try to focus on with customers is, I'm not interested in trying to fix something that isn't broken. [00:08:55] If it's working fine for you and feel like you can have some more time to actually make a transition take advantage of some of those new tool sets and learn what those new tool sets have to offer that the previous tool sets did not have to offer. That's the other part, right? Things may be working fine, but it also means that you may not be taking advantage of new technology, new capabilities that are going to improve your planning and consolidation efforts. [00:09:22] Mustansir Saifuddin: I think that's an interesting comment you made about how going to private cloud eases the burden from a customer perspective. If you're a BPC shop and you are running BW you don't have to wrap everything up and start over. It's almost like there's a path for you and you can still utilize older technology or the existing technology, and then look at ways of modernizing. [00:09:47] Either choose the planning solution or look at other consolidation solutions like group reporting, as you mentioned in S4. [00:09:55] Shawn Brown: Right, right. [00:09:56] Mustansir Saifuddin: it seems like there's time that they can buy. Can be utilized for, for adapting to the new tool as well as learning what else you can offer besides what I'm currently doing in BPC. [00:10:11] Shawn Brown: Right. [00:10:11] Mustansir Saifuddin: Though it's not broken. There are ways to analyze and then make the decision. I think that's a big win. I see that as a good consideration from SAP perspective. There are always folks who are thinking, there will be challenges any time you look at a new solution. What is your advice, like, what are some of the key considerations potential challenges that BW customers should be aware of when they're planning a move to Business Data Cloud? Something that comes to your mind that you can share as a caution or something that they should be thinking of or taking care of. [00:10:47] Shawn Brown: Yeah, the first thing, it sounds obvious, but your BW is going to be in the cloud, right? So one thing that you might think about is the type of maintenance that you've had to do to take care of that environment, to have the personnel that will oversee that environment .That changes quite a bit with the support of SAP when it's in a private cloud environment. [00:11:10] That's one of the things out of the gate you can look at and you say, all right, there's some benefits that I'm getting, as a result of moving into private cloud. I'm gonna have SAP overlooking this environment with me. This is the other thing to consider too, is that private cloud is from an SAP perspective, private cloud is a stepping stone. It is to get you to a public cloud environment where really you don't have to do much of anything to maintain your environment, at least not from an infrastructure or from a upgrades. We're doing all of that for you and we're taking away the risk factor of those elements where your organization has to care for that. [00:11:52] Moving it to private cloud is saying, all right, now SAP takes on some of those responsibilities. And then longer term you're [00:12:00] seeing that Business Data Cloud is a software as a service. So we're going to be taking away even more of those administrative type of responsibilities. [00:12:10] Those keep the lights on type of responsibilities that a lot of organizations have had to bear in the past. And then the last part is we're going to help you get to the point where you can take advantage of new advancements in technology faster. Because frankly, once you kind of move into the space of a public cloud scenario, as you've transitioned from private into public over time, then essentially you're having the advantage of using those new advancements as we release them [00:12:44] rather than this staggered effect. Now that's gonna require some understanding that the way we did things in the past and the amount of customizations that we might have done and the amount of wrangling of data that we did in the past, those things we may not need to do as much of in the future. [00:13:01] And we have a framework upon which it'll make it easier for you to, let's say, add data elements to the standard SAP data elements that you have or make customizations that are a combination of data elements, that'll be a lot easier to manage over time because the foundational components, the building blocks upon which you will use are already there from SAP's point of view. [00:13:29] So as we introduce new enhancements, new improvements to those building blocks, those customers get to take advantage of them immediately. [00:13:40] Mustansir Saifuddin: So, we always look for success stories or examples. Can you share any examples success stories of companies that have either started the migration from BW into Business Data Cloud or, already done through the migration and, and some of the benefits that they have realized or come across? [00:13:58] Shawn Brown: Yeah, I. [00:13:59] Mustansir Saifuddin: That'll be great to hear your thoughts. [00:14:00] Shawn Brown: I would say that the customers that I've talked to, and I'd love to be able to use names, but they're particular about that at this point, but the customers that I've spoken to that we have had some success with already are doing exactly what we're talking about. [00:14:13] They're taking their BW environment, they're moving it directly into Business Data Cloud. It's a PC environment, and. They're already on this journey of taking those artifacts and saying, how do I make use of them in Business Data Cloud? How do I turn those BW artifacts into data products that can sit at the foundation layer of BDC? [00:14:34] And then how do I then start building the models within Datasphere to make them available for any sort of reports that they want to go ahead and leverage at that point. A lot of this is taking advantage of the type of visualizations that they may have already built, let's say, for example, with SAC and using them as part of the Business Data Cloud construct. [00:14:58] So we're early days on some of this, so customers are very early on on this, but the goal or the vision based on some of the engagements we've had so far is playing out exactly as we've talked about today and in the past as well. So that's, that's why I can give you on that. [00:15:15] Mustansir Saifuddin: That's helpful. When we talk about BW customers, let's focus from that perspective: you are using the Business Data Cloud's major offering, which is, Hey, how can I have a data product? [00:15:27] Right? The data product approach is what's going to help them reuse those investments in a newer environment, in a way that they can further grow instead of being stagnant with the, the old technology. So that's where I see the value. [00:15:44] Shawn Brown: I'm gonna add something to that one too, Mustansir, because, you know, the the thing that we think about as these investments that we have in BW they're investments that organizations don't want to let go of initially. But over time, [00:16:00] we should see that ultimately these investments, these developments that they've done with BW, for example, and what they've extracted from the ERP, whether it's ECC or S4, what they've extracted is essentially they're a collection of data products that over time SAP is going to provide [00:16:24] out of the box anyway, so there's gonna be time that you're going to say, all right, I've developed these data products from these Business Warehouse artifacts. But as SAP continues to release new data products for all of our business applications, they're largely going to replace much of what the BW artifacts are, which of what the BW data products are. [00:16:51] I like to think about this for customers as this is your transition. This is the easy glide slope to move from i'm flying along with BW and all of what invested I've done, but I've gotta land somewhere and I've gotta find a way to easily transition into the newest, latest and greatest capabilities that SAP re releases as part of Business Data Cloud. [00:17:17] Those will be those new data products that will feed those insight apps. We're largely going to be taking a lot of those investments that customers have made over time and said, you can replace them over time. And the beauty of that as well is you don't have to worry about maintaining them as well. [00:17:37] SAP maintains them and, and of course. We can include any sort of custom fields that you've added all of those elements into those data products so they're not static, but they are something that largely the bulk of the work is something that SAP is going to cover for you over the extended period of time. [00:18:00] Mustansir Saifuddin: Absolutely. I think the idea is. Once they get into BDC once they get into private cloud, they can immediately start utilizing the AI capabilities and some of the newer needs of the organization, which was earlier not possible with BW. [00:18:16] Shawn Brown: Yeah, absolutely. Yeah. [00:18:18] Mustansir Saifuddin: Let's talk about other options, other cloud data warehouses. [00:18:24] We kind of touched upon it earlier , SAP customers who have already started a journey with some of the other data warehouses, like Snowflake, Azure , in some cases GCP, those other platforms what benefits will they get by adopting BDC? Can you shed some light on that? [00:18:44] Because they're already on a journey, right? Like you mentioned earlier, I just wanted to bring it back to that conversation because important for those customers to realize what will be there for them if they want to look at BDC as the potential option? [00:18:59] Shawn Brown: Yeah. Let's use a couple of scenarios here in this case, right? Scenario number one. I'm on ECC and I'm moving to S/4HANA. I already have invested a lot in terms of how I access SAP data and then delivered it to a third party repository, we'll call it. Right? Operational data store, data warehouse data lake. [00:19:21] Let's whatever terminology you want to use to, to describe what's happened with acquiring SAP data and then delivering it to some third party, and it could be directly, let's say because the customer had access at the database level, they purchased HANA Enterprise and gave them access to the database level to get to it. [00:19:43] As they move to the cloud, much of that's gonna change. Much of that's gonna go away. Not only is it going to go away just because you're probably going to go from ECC to S4 because that's gonna change too, because the data structure has changed, but also from on-premise to [00:20:00] cloud. So this is the type of scenario that organizations should try to avoid in the future. [00:20:09] How much work do I have to do to get the data from a source system to deliver it to some other need in the organization? That's scenario number one, what's changing as a result of every upgrade, every change to the environment that takes place, whether it's a version change or whether it's on-prem to cloud. [00:20:29] All of those things or whether it's one other additional one, which we've talked quite a bit about here, which is what if BW is involved? What if I'm using BW as the extraction point to get to the SAP data, even if I am and I'm making a change, let's say from ECC to S4, BW is gonna change. [00:20:47] Much of that has to be reevaluated. So when you think about how I'm acquiring SAP data, the best way to look at it is if I can get the data curated for my needs out of the box, and I don't have to do anything to make that happen, or I have to do a minimal amount of effort because I'm just making the adjustments for [00:21:10] the custom fields I might have, the customizations I may have included. Those are things that we can include as most of the work has been done. SAP has provided most of the curated data. Now, then this gets into a question of what question am I asking and where am I getting the bulk of the data from? And I think we might have touched on the data of gravity topic in the last discussion, but I think it bears [00:21:38] that, we're talking about for just another second more, which is, if I'm asking primarily an SAP question, and I know that the time it takes to deliver SAP data is, is critical, right? 'cause it's, it's tends to be, in many cases the most important data in an organization. Finance data usually is where we can start. [00:22:00] Then we have to ask how important is it to be able to deliver that data as quickly as possible, especially for an SAP data centric question, right? Why take all of the extraction points, put it over into a third party, model it, do everything we have to do with that, and then make it available to the SAP community when SAP is going to be providing [00:22:27] access to that data in a curated format, knowing already what kind of questions the business community's going to ask of that data. Why not just make it available for them to access it through Business Data Cloud? Now, that sounds like a really centric SAP data strategy. We understand that the converse of that is that it's not always going to be the case that, you know, the bulk of the data that's being asked for is SAP. [00:22:51] It could be third party data as well. So. That's where you also ask the question, well, what's the fastest way for me to access the SAP data to deliver it to a not so SAP centric question. You need data elements from SAP, but the question primarily is third party data, and we're just using SAP data to enrich that third party data. [00:23:16] The bulk of the data being in, let's say, whatever third party it is, or an operational data store or a hyperscaler, wherever they've taken that data and placed it, whether they extracted it or they have a tool set, similar to what SAP provides with Business Data Cloud. We're providing the data in a curated format through our data products anyway, this is the best way to access the data from SAP systems. [00:23:42] 'cause again, we know what questions organizations are going to ask, we know what data elements they're going to ask of, and we've already built all the logic into that data package, data product that we can deliver to any third party need. So [00:24:00] this is a scenario where I like to use some people kind of chuckle at first, which is I call this the SAP's data strategy as a snuggle, don't struggle. We're happy to snuggle up to whatever else you're doing in your organization. We're not here to struggle and say you need to do everything through SAP. You don't. What we want you to do is be able to access SAP data in the most efficient manner possible, in most inexpensive manner possible, and to be able to deal with changes to the environment that come with upgrades, [00:24:33] with new advancements in the technology that are bound to happen because we're living in a, a pace of super hyper change, especially with AI. We're, we're in a position to deliver that data for whatever need it is, whether it's an SAP centric or a non SAP centric. But using business data cloud is the fastest way to get to the data. [00:24:56] Already curated, already ready to go for whatever need is. The business may have. [00:25:02] Mustansir Saifuddin: Yeah, I think the bottom line is the speed that you get and the speed is what's going to count in the future. So it seems like the, the BDC answer will be: how do you make that access to the data as quickly as possible in order to get that, you know, get benefit out of that information. [00:25:20] Shawn Brown: For sure, time is. Time is money. [00:25:23] Mustansir Saifuddin: Time is money. [00:25:23] Exactly. So I think that leads me to my last question. What's one key takeaway from this session that you want to leave with our listeners? [00:25:33] Shawn Brown: Yeah. I would say, I'm gonna lean in on something I said earlier, you know, which is SAP's the best at delivering SAP data. Nobody understands the data and the needs of the data better than we do. And the reason for that is because we have 50 years of talking to organizations in different lines of business, in different industries and knowing what it is that they're looking to do with our data structures, right? [00:26:05] It's their data. But the structure upon that data is something that SAP has created, and largely we've evolved what those backend data models look like. We've evolved what the different fields are that we capture because we understand what organizations are trying to do with the data that they're collecting and placing in the SAP systems. [00:26:30] So knowing that, know that when the business comes to the data and analytics teams in the organization and they say, we need a report that says this, they're likely going to leave something out. They're likely not going to include everything that is being asked for, and the data and analytics organization's gonna do their best to deliver what the business is asked for. [00:26:55] Not knowing oftentimes that they're missing things, that relationships that they need to take into account are something that requires real understanding of the backend business application for SAP. What we can do with Business Data Cloud is simplify the world for the data and analytics teams, the IT department. [00:27:22] It's a lot of effort, a lot of work that they have had to do in the past that SAP is taking on for them and then just delivering what it is that the business is going to ask for. Even if the business doesn't know yet that they need another data element, it's already there from SAP from our data products. [00:27:42] It comes back to the same thing that we've said before, which is time is money. The faster we can deliver these data products to our customers, and the customer says, well, the business says this: this has everything that I want except this, except this is just a click, one [00:28:00] click, and you turn it on. [00:28:01] You add one more data element rather than, okay, now I need to go ahead and take a look at where I'm getting the data from, whether I'm actually at the database level or whether I'm actually, you know, do using some best practices and using those core data services that SAP provides. Instead of having to know all of the backend relationships and the things that you might have to pull, on top of what was requested by the business, the data's already curated. [00:28:27] It's already there for you. Now, that's the part that customers have gotta take away from, which is we're delivering speed. Speed gives you that opportunity to consume the data as quickly as possible. And then the, the one other thing I'll say and know you asked for one, but at the, this one goes directly with it, which is you're gonna have visualizations that you're going to need to develop. [00:28:53] Those visualizations are things that we already knew that customers have been asking for over and over and over. We've had a rich history of building business content for our customers, and now it's just a matter of now putting it into a visualization that is software as a service, push a button and it's available. [00:29:14] Start consuming it. It's about speed. Delivering those data products curated quickly and then about delivering, delivering those visualizations. So I think, I think that's, that's really the, the, in a nutshell the big, big elements that customers need to understand about the benefits of Business Data Cloud. [00:29:33] Mustansir Saifuddin: That is great. Thanks. What I'm hearing from you is it's all about how quickly you can make it happen. What are the, the different pieces that you can leverage if you are a BW customer and then not losing those investments at the same time, be able to get up and run much quicker than if you are taking a different path either adopting party solution versus, you know, keep using your current environment but not able to utilize some of the changes that are coming up in the Business Data Cloud. And I think it's just a way of speeding up your journey for AI. [00:30:12] Shawn Brown: Absolutely. [00:30:12] Mustansir Saifuddin: Thank you for the time you spent with us. It's been a pleasure and it's been very informative, so thank you. [00:30:18] Shawn Brown: Great. Thanks, Mustansir. I appreciate the time as well. [00:30:22] Mustansir Saifuddin: Thanks for listening to Tech Driven Business, brought to you by Innovative Solution Partners. Sean shared valuable roadmaps for SAP BW and BPC customers to BDC. Sean's key takeaway with 50 years of experience. SAP understands its own data structures better than anyone. It's about leveraging their expertise to gain speed. [00:30:51] Use BD, C to dramatically accelerate your journey from data to insight and ai. We would love to hear from you. Continue the conversation by connecting with me on LinkedIn or X. Learn more about innovative solution partners and schedule a free consultation by visiting i solution partners.com. Never miss a podcast by subscribing to our YouTube channel. [00:31:16] Information is in the show notes.

In this episode of Supply Chain Now, hosts Scott Luton and Tevon Taylor sit down with Will Quinn, supply chain consultant at CAMM Consulting and better known as The Distribution Guy® to unpack the evolving world of warehousing and distribution. With a rich background spanning military logistics, Coca-Cola operations, and enterprise tech systems, Will offers a grounded yet forward-looking view of how distribution excellence is built from the floor up.Together, they explore why the biggest risk in distribution is doing nothing, how to use AI to document standard operating procedures, and what the dirtiest ceiling fan in the building might say about a warehouse's performance. Will also shares why digital transformation should support—not drive—your business strategy and why automation won't replace people, but poorly managed change might.The discussion also touches on tariff-induced uncertainty, rising labor costs, cybersecurity vulnerabilities, and the rising importance of nearshoring. Will and Tevon share leadership insights that emphasize culture, consistency, and communication—and leave us with a simple but powerful reminder: success starts with taking care of your people.Jump into the conversation:(00:00) Intro (03:23) Will Quinn, The Distribution Guy® (04:39) Stories and personal backgrounds (13:33) Diving into distribution and warehousing (16:55) Tariffs and global supply chains (20:01) Operational mistakes in warehouse strategy (25:31) Cybersecurity in the supply chain (25:59) Best practices for preventing hacks (26:49) Recognizing phishing attempts (27:15) Operational resilience and cybersecurity (29:16) Assessing warehouse efficiency (30:32) Key factors in warehouse management (31:53) The importance of culture in warehousing (35:37) Risks in technology adoption (42:01) Preparing for the future of warehousing (45:02) How to connect with Will and Tevon Resources:Learn more about The Distribution Guy®: https://www.thedistributionguy.com Connect with Will: https://www.linkedin.com/in/thedistributionguy Connect with Scott: https://www.linkedin.com/in/scottwindonluton/ Connect with Tevon: https://www.linkedin.com/in/tevontaylor/ Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- In Chaos We Create: Bridging the Critical Raw Materials Gap Through Strategic Convergence: https://bit.ly/459BzIQWEBINAR- Transforming Operations: Flowers...

Guest: Jhana LiCompany: Spyglass OpsPlatforms:

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Michael Blank is a real estate investor, author, speaker, and CEO of Nighthawk Equity. He's one of the leading authorities on apartment investing and financial freedom through multifamily real estate. With over $300 million in assets under management and author of Financial Freedom with Real Estate Investing, Michael helps investors and aspiring entrepreneurs escape the W-2 grind by acquiring multifamily properties and building sustainable income streams.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Michael transitioned from tech to restaurants to real estate after early business setbacks during the 2000 and 2008 market crashes. Multifamily real estate offers superior risk-adjusted returns due to forced appreciation and operational control compared to single-family homes. Market sentiment is often wrong—investors must look past fear-based headlines and focus on long-term fundamentals. Today's market offers lower leverage, better pricing, and a strong long-term demand outlook for multifamily housing. Education and building sophistication as an investor is critical to identifying real opportunities, especially in volatile markets.     Topics Michael's Journey into Multifamily Started in corporate software; was part of a major IPO just before the 2000 tech bubble crash. Lost significant capital in restaurant franchises during the 2008 recession. Began flipping houses before discovering multifamily through a 12-unit deal in DC that eventually sparked his passion for apartments. Built Nighthawk Equity and an education platform to help others achieve financial freedom through apartment investing. Understanding Risk-Adjusted Returns Multifamily offers superior downside protection compared to many other asset classes. Operational risk (property management) can be mitigated by using professional managers. Market risk can be managed by focusing on NOI-driven valuation rather than relying on market appreciation like single-family. Investors must evaluate underwriting assumptions—rent growth, vacancy, CapEx reserves, and debt terms—to fully assess risk. Why Multifamily is Attractively Priced Today Current deals are 30% below 2021 peak prices. Leverage is lower and more conservative, reducing financial risk. Interest rates are flat or declining, improving the outlook for new acquisitions. Long-term demand remains strong due to the lack of new affordable housing supply. Investor Sentiment and Sophistication Market sentiment swings often don't reflect true investment fundamentals. Sophisticated investors like institutions are returning to the market now while many retail investors remain fearful. Successful investing requires becoming a student of the market and evaluating data beyond media headlines. Raising Capital in Today's Market Focuses heavily on education to help investors understand why now may be a great buying window. Transparency, data-driven insights, and regular communication are key to re-engaging cautious investors. Building long-term relationships and trust remains critical to capital raising success.    

Timestamps:08:00 Why did Brad choose to get a phd in time management12:28 Operational productivity vs cognitive productivity uses of ChatGPT16:20 How to personalize your ChatGPT18:30 ChatGPT Vs Claude20:45 How to offload things from your mind23:50 Tips for using AI at work30:32 What is NotebookLM and how can we use it32:01 How to use AI for multiple roles and side hustles34:00 The “out of the loop” problem in AI36:03 How prompt AI with the appropriate amount of context46:04 Using AI to help you set boundaries If you loved this episode you should check out this episode Create Time-Saving Systems With Jenny Blake If you enjoyed today's episode, please:1.) Sign up for notes at copymyhomework.com for a full list of resources, links and recommendations listed on today's episode.2.) Post a screenshot of the episode & tag me on LinkedIn or Instagram @kimkaupe so we can talk about your favorite parts!3.) Leave a positive review (shameless, but someone's gotta say it right?!)4.) Subscribe for new episodes every Tuesday on your favorite podcast app. Connect with Kim over on the socials!Instagram + TikTok: @kimkaupeLinkedIn: https://www.linkedin.com/in/kimkaupe

In this power-packed episode, Matty A. sits down with Mark Shuler, founder of Shuler Architecture and SGRE Investments, to break down the current state and future of the multifamily real estate market. With a portfolio of 4,000+ units and 30+ years of experience in architecture and development, Mark offers a unique, data-driven lens on navigating different political climates, underwriting conservatively, mastering operations, and identifying value-add opportunities during uncertain times.He dives deep into why he left over-regulated markets like Seattle for the pro-development environment of Houston, how he reduces renovation costs dramatically, and what macroeconomic signals he's watching—including bond yields and the looming threat of a black swan event.Whether you're a passive or active investor, this episode is filled with hard-earned wisdom, actionable strategies, and market foresight you won't want to miss.Timestamps:00:00 – Intro & Mark Shuler's background02:38 – Why he transitioned from architecture to investing06:28 – Navigating development in red vs. blue states14:49 – The unsustainable development path in the West Coast17:10 – Value-add investing and SGRE's vertically integrated model22:54 – How conservative underwriting protects investor capital27:14 – Market cycles, acquisition timing, and distressed deals32:03 – Operational discipline as the backbone of profitability40:22 – Potential black swan events and the bond market threat50:05 – Why real estate is still a secure long-term investmentConnect with Mark Shuler:

EPISODE SUMMARY Join scientist and mindset & high-performance coach Claudia Garbutt and Business Consultant Cary Prejean for another Leaders Are Readers Wired For Success Book Club feature and author interview!   If you're ready to scale and turn your business into a well-oiled machine that thrives without you, this is the book for you!   In this episode, we talk about: - Cary's proven framework for operational strategy — drawn from 30+ years of hands-on experience and his book Optimize! - How founders can stop being the bottleneck — and start leading with clarity, vision, and confidence - Why your words matter more than you think — and how effective communication builds (or breaks) trust within your team   EPISODE NOTES Cary is a native of Louisiana, where he graduated with High Honors from UL-Lafayette with a major in accounting, and minors in Economics and Finance. He acquired his CPA license in 1982.   He founded Financial Design Consultants, Inc. in 1987 with offices in three south Louisiana cities and a staff of 16, During this period of working with business owners, he also taught courses at four universities in south Louisiana - LSU, UL-Lafayette, SLU and BRCC. He became a certified ontological coach with the Newfield Group.   He's coached hundreds of business owners and couples in empowerment and effectiveness during that time. He founded CFO Consulting, LLC in 2020 and changed the name to Strategic Business Advisors, LLC in lat 2023 to reflect the work he does in strategic planning and change management.   His vision is to work with business owners on mastering 1. business self-sufficiency, 2. visionary development as an ongoing practice, and 3. long-term strategic planning and execution.   Links: Freebie: https://strategicbusinessadvisors.org/book/   Get the book: https://www.amazon.com/Optimize-Operational-Functional-Effective-Organization/dp/1948382849   https://strategicbusinessadvisors.org/ https://www.linkedin.com/in/caryprejean/   https://www.facebook.com/CFOconsultingLA https://www.instagram.com/cfoconsultingllc54/   ------------ Click this link to listen on your favorite podcast player and if you enjoy the show, please leave a rating & review: https://linktr.ee/wiredforsuccess ------------------ Music credit: Vittoro by Blue Dot Sessions (www.sessions.blue) ----------------- Disclaimer: Podcast Episodes might contain sponsored content.

Send us a textIn this episode of the Advancing Surgical Care Podcast, ASCA Chief Executive Officer Bill Prentice talks with Naya Kehayes about her presentation “Pro Tips for Successful ASC Payer Contract Negotiations” at ASCA's annual conference in Denver this past May. Kehayes, a national speaker on ASC business strategy and current member of the ASCA Government Affairs Committee, covers highlights from her presentation and provides practical and insightful advice that can benefit every ASC. 

Text us a pool question!In this episode of the Talking Pools podcast, Rudy Stankowitz discusses the importance of operational leverage in the pool business, emphasizing the need for systems and processes that allow for efficiency and profitability. He explores various strategies for streamlining operations, optimizing routes, and managing client relationships. The conversation also delves into innovative solutions for pool maintenance, particularly focusing on nitrate removal, challenging traditional industry norms, and advocating for smarter, more sustainable practices.takeawaysOperational leverage means doing more without working more.Building systems is essential for business freedom and profit.Standard operating procedures (SOPs) are crucial for efficiency.Route optimization can save time and money.Client segmentation helps identify profitable customers.A CRM system is vital for managing customer relationships.Measuring team performance can enhance productivity.Inventory control prevents waste and improves margins.Training should focus on critical thinking, not just tasks.Innovative solutions like ion exchange can revolutionize pool maintenance.Sound Bites"Work less, earn more.""Leaky ops equals leaky profits.""You need systems that scale.""Not all pools are profitable.""Nitrate removal can be done."Chapters00:00Unlocking Operational Leverage03:00Streamlining Operations for Profit12:01Building a Scalable Business18:02Innovative Solutions for Pool Maintenance24:58Challenging Industry Norms AquaStar Pool ProductsThe Global Leader in Safety, Dependability, & Innovation in Pool Technology.POOL MAGAZINE Pool Magazine is leading up to the minute news source for Swimming Pool News and Pool Features. OuBLUERAY XLThe real mineral purifier! Reduce your pool maintenance costs & efforts by 50%Jack's MagicIf you know Jack's you'd have no stains!RaypakRaypak, leading the evolution of environmental efficiency and sustainability in pool heaters.CPO Certification ClassesAttend your CPO class with Rudy Stankowitz!Online Pool ClassesThe difference between you and your competition is what you know!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com

Peloton launched "Repowered," a resale marketplace for used fitness equipment where sellers retain 70% of the sale price while Peloton and platform provider Archive split the remaining 30%. The platform uses AI for pricing suggestions and aims to capture value from the secondary market, though experts worry about Peloton's operational execution track record. Special thanks to the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital, Infios, and ClearDemand for sponsoring this week's podcast. For the full epsisode, head here https://youtu.be/7Xn7tNqtskk #peloton #resale #fitnessequipment #retailnews

In this episode of The Distribution, Brandon Sedloff sits down with Chris Brimsek, Managing Partner of Cab Advisory, for a deep dive into how investment managers can build enduring businesses in an increasingly complex private markets environment. Drawing on experience from advising GPs across asset classes and stages, Chris outlines the major strategic and operational challenges facing fund managers—from firm structure and team composition to incentive design and succession planning. The conversation explores why many firms stall out at the mid-market level and what it truly takes to scale. Chris shares a four-part framework he uses with clients to create “operational alpha,” emphasizing the importance of vision, actively managed teams, properly structured incentives, and founder delegation. Whether discussing fundless sponsors, the future of sports investing, or the commercialization of GP stakes, Chris offers a pragmatic and unvarnished view of where the industry is headed. They discuss: How the “mutual fund phase” of private markets is driving the need for new content and strategies The rise of fundless sponsors and how they're shaping deal flow, team structures, and fundraising models Why founders must choose between staying boutique or scaling—and how that choice affects team dynamics and enterprise value The case for sports franchises as analogs to deal teams and what private equity can learn from talent management in professional leagues Why delegation, succession planning, and intentional incentive design are key to sustainable firm growth This is a must-listen for investment managers navigating scale, succession, or strategic reinvention in today's private markets. Links: Chris on LinkedIn - https://www.linkedin.com/in/chrisbrimsek/ CAB Advisory LLC - https://www.cabadvisoryllc.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:48) - State of private markets (00:05:31) - Emerging managers and investment dynamics (00:15:11) - Operational alpha and team management (00:23:36) - Building durable investment management businesses (00:26:07) - The startup mindset in business (00:27:02) - Incentives and performance (00:27:52) - Talent development and team composition (00:28:54) - Recruitment and team dynamics (00:34:03) - Delegation and leadership challenges (00:41:15) - Strategic capital and growth (00:45:35) - The future of private markets (00:51:56) - Closing thoughts and podcast information

Ascent Nutrition Pine products/Soap: https://goascentnutrition.com/andweknow ———— TriTails BEEF: Ribeye Special: http://trybeef.com/andweknow ——— Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————————————————— *Our AWK Website: https://www.andweknow.com/ *Our 24/7 NEWS SITE: https://thepatriotlight.com/ ————————— President Trump on Iran https://x.com/andweknow/status/1932969262173270390 "It's been reported that some actors may be boycotting tonight." https://x.com/andweknow/status/1932969180698943522 Israel is fully ready to move forward with an operation into Iran, per CBS News https://x.com/nicksortor/status/1932957658845159929 President Trump: "We took $88 billion in tariffs in two months". https://x.com/7thDean/status/1932938115762856149 The White House just posted this: https://x.com/bennyjohnson/status/1932891942175518770 Over 330 illegal aliens were arrested for participating in the Los Angeles riots and will now be deported. https://x.com/andweknow/status/1932857856975421888 "Once the One Big Beautiful Bill passes, our economy will BOOM like never before.” https://x.com/andweknow/status/1932853909426446800 Karoline Leavitt blasts LA rioters, declaring that President Trump won't tolerate their actions. https://x.com/andweknow/status/1932853739796209784 ————————— *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways:

Operations may not sound flashy—but when it fails, everyone feels it. In this fourth episode of our Dealer Competencies series, we're shining a spotlight on the everyday systems that make or break HVAC businesses.Hosts Joe Jones and Dave Chatmon sit down with Matt Becker of B&B Heating and Cooling, Kyle Brittingham of Level 9, and Lennox leaders Andrew Clarkson and Kevin Rohloff. They share real stories of how growing companies can escape the chaos—by trading fire drills for defined roles, overloaded owners for empowered teams, and scattered installs for smooth, one-day jobs.From building a culture where “that's not my job” doesn't fly, to using technology that catches problems before customers do, this conversation is a must-listen for anyone who wants to stop running their business—and start leading it.ON AIR is a Lennox Learning Solutions Production.

In this milestone episode, Brett and Harry sit down for a raw, behind-the-scenes conversation on building Noble Origins—two years after its founding. With weddings on the horizon and major growth underway, they reflect on the personal transformation, lessons learned, and pivotal moments that have shaped their journey. From early doubts to hard-won clarity, this is the most transparent look yet into what it really takes to build a brand from scratch with your best friend by your side.Whether you're a founder, a future entrepreneur, or a loyal customer, this episode is a powerful time capsule on friendship, faith, risk-taking, and the messy beauty of going all in.What we cover:- Going from roommates to business partners- The early vision for Noble and how it's evolved- The power of organic growth and customer-led momentum- Faith, brotherhood, and building something that matters- Operational breakthroughs and building the right teamTimestamps:(00:00) – Life updates and big transitions (01:20) – Reflecting on the past three years (03:45) – How Noble started (06:10) – Simplicity in nutrition (10:55) – Building a bridge product (14:30) – Entering a crowded market (16:45) – Bringing on the right operator (22:10) – Lessons from doing it all (29:15) – When it felt real (47:55) – How to support Noble*** LINKS***Check out our supplement company - Noble Origins- 100% grass-fed beef protein with added collagen, colostrum and organs- Use code MAFIA25 for 25% OFF your orderCheck out our Newsletter - Food for Thought - to dramatically improve your health this year!Join The Meat Mafia community Telegram group for daily conversations to keep up with what's happening between episodes of the show.Connect with Brett:InstagramConnect with Harry:InstagramXConnect with Meat Mafia:Instagram - Meat MafiaX - Meat MafiaYouTube - Meat MafiaConnect with Noble Protein:Website - Noble ProteinX - Noble ProteinInstagram - Noble ProteinAFFILIATESLMNT - Electrolyte salts to supplement minerals on low-carb dietThe Carnivore Bar - Use Code 'MEATMAFIA' for 10% OFF - Delicious & convenient Pemmican BarPerennial Pastures - Use CODE 'MEATMAFIA' 10% OFF - Regeneratively raised, grass-fed & grass-finished beef from California & MontanaFarrow Skincare - Use CODE 'MEATMAFIA' at checkout for 20% OFFHeart & Soil - CODE ‘MEATMAFIA' for 10% OFF - enhanced nutrition to replace daily vitamins!Carnivore Snax - Use CODE 'MEATMAFIA' Crispy, airy meat chips that melt in your mouth. Regeneratively raised in the USA.Pluck Seasoning - 15% OFF - Nutrient-dense seasoning with INSANE flavor! Use CODE: MEATMAFIAWe Feed Raw 25% OFF your first order - ancestrally consistent food for your dog! Use CODE 'MEATMAFIA'Fond Bone Broth - 15% OFF - REAL bone broth with HIGH-QUALITY ingredients! It's a daily product for us! Use CODE: MAFIAMaui Nui- 15% OFF. Use CODE: MEATMAFIA

When most people think about innovation, law firms don't usually come to mind; Zack Oliva is working to change that. In this episode, Jared Simmons talks with Zack, Managing Partner at Oliva Gibbs and founder of Oliva Partners Management, about how innovation in professional services isn't always about new technology or radical inventions. Sometimes, it starts with running things a little differently.Zack shares how treating his law firm like a business--with a clear strategy, leadership team, defined culture, and coaching-based development--has positioned it as a forward-thinking force in the energy sector. He also offers a candid look at the promise and pitfalls of AI in the legal field, what spreadsheets and digital courthouses have done for the oil and gas industry, and why innovation starts with a willingness to embrace uncertainty without fear.The episode also explores deeper themes: the emotional intelligence required for entrepreneurial leadership, the fine line between risk and danger, and how reframing tough decisions can make innovation more accessible. If you've ever wrestled with fear-based decision-making or wondered what innovation looks like outside of tech startups, this episode is for you.Chapters:00:00 — Introduction to Zack Oliva01:19 — Redefining innovation: invention vs. improvement02:45 — Running a law firm like a business04:28 — AI in law: ethics, risks, and opportunities06:26 — Operational innovation in legal services09:28 — Innovation in oil and gas data & drilling13:31 — Why the energy sector demands constant innovation14:24 — Avoiding bureaucracy and staying nimble15:37 — Innovation ≠ decisions made in fear17:47 — Reframing risk: uncertainty vs. danger20:50 — The “go get the bread” metaphor for risk-taking22:06 — Balancing risk with reputation in law24:25 — Managing ego and team-based decision-making25:34 — Advice for innovators: trust your gut and your peopleAbout the Guest:Zack Oliva is the Managing Partner of Oliva Gibbs LLP, a firm known for its deep expertise in the energy sector. He also leads Oliva Partners Management, a long-only value investment fund for high-net-worth families. With a reputation for bridging legal strategy and business operations, Zack brings a unique perspective to innovation in both professional services and capital markets. He is also a passionate mentor and lifelong learner (and Jiu Jitsu practitioner).About the Host:Jared Simmons is the Founder and Principal of OUTLAST Consulting, a boutique firm helping organizations unlock innovation through intentional action. With leadership experience at Procter & Gamble, McKinsey & Company, and Coca-Cola, Jared blends corporate strategy with entrepreneurial thinking to help clients innovate on their own terms.

In today's episode of The Edge of Excellence podcast, Matt is joined by Yashaar Amin, Partner and Head of Asset Management at Waterford Property Company.In this insightful conversation, Matt and Yashaar discuss the journey of mastering a complex craft that blends both technical knowledge and relationship-building. They explore the significance of gaining hands-on experience across different roles and how filling gaps in expertise can unlock new opportunities. You'll get a glimpse into the balance between hard skills and soft skills, and how strategic partnerships amplify individual strengths in achieving bigger goals.You'll discover the nuances of collaborative ventures, highlighting the importance of trust, transparency, and shared vision in successful teamwork. Yashaar offers insights into the challenges of starting out, the value of learning from mistakes, and why patience and persistence are key ingredients in carving out a sustainable path. The discussion offers practical insights for anyone looking to leverage their talents alongside others to create a meaningful impact.This episode encourages embracing vulnerability and ethical leadership, offering a reminder that true success is often a collective journey fueled by mutual respect and genuine collaboration.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Yashaar's journey to UC Irvine and his decision to pursue a master's degree at Columbia, driven by his desire to create momentum and opportunities for himself.His realization that understanding both the "bricks and sticks" and finance aspects of real estate are crucial for long-term success.The importance of continuous learning and the value of diverse experiences in shaping a successful career in real estate.The concept of syndication, where resources are pooled to invest in real estate opportunities. The challenges and rewards of entrepreneurship in real estate, particularly the need for a solid foundation in both finance and real estate operations.And much more...Guest Bio:Yashaar Amin is a Partner and Head of Asset Management at Waterford Property Company, bringing over 15 years of diverse real estate experience spanning investment management, acquisitions, and operations. He has held executive roles across private equity, family offices, and national brokerages, overseeing long-term strategies and day-to-day execution for major real estate portfolios. Prior to Waterford, Yashaar led a Los Angeles-based institutional fund at RP Realty Partners and managed leasing and development for The L&R Group of Companies. He also directed acquisitions and asset management for The Wonderful Company and began his career in brokerage, property management, and construction. A Columbia MSRED graduate and UC Irvine alum, he is a founding member of Building Hope within City of Hope's LA Real Estate Council. Yashaar lives in Laguna Beach with his wife and two children.Resources:Yashaar's LinkedInWaterford Property CompanyDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Edge of Excellence podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness,...

Sam Nebel is the Co-founder and Chief Commercial Officer of Goodwipes, an eco-friendly personal care brand known for its flushable and biodegradable wipes. He launched the brand with his college friend to create a stigma-free alternative to traditional bathroom products. Sam is also a board member of the Responsible Flushing Alliance and was a Regional Manager and a founding team member at Party Degree, where he catalyzed the growth of one of its branches to over seven figures in annual event and nightclub sales.  In this episode… Some consumer products entrepreneurs stall when trying to scale from $10 to $100 million in revenue. They often underestimate operations, overestimate the impact of marketing, and delay building scalable systems until it's too late. What does it take to build a durable, category-leading brand that lasts? Operations-focused entrepreneur Sam Nebel scaled his brand by committing to operational excellence, product superiority, and category leadership. He emphasizes the importance of establishing supplier relationships early, hiring specialized talent to elevate execution, and prioritizing product quality and the consumer experience. Data-driven decision-making is crucial for outperforming the competition and positioning your brand as a category leader. Sam also recommends planning your infrastructure ahead of growth by reverse-engineering from long-term goals and identifying the capacities, vendor relationships, and supply chain redundancies needed to scale.  In the latest episode of the Up Arrow Podcast, William Harris sits down with Sam Nebel, Co-founder and Chief Commercial Officer at Goodwipes, to discuss building and scaling a high-performing CPG brand. Sam talks about shifting your role as a founder to scale, how operations impact product performance, and the value of consumer-driven product design.

As your nonprofit grows, your leadership style has to evolve — fast. In this episode, I share the mindset shifts and systems you need to lead effectively at scale without burning out or micromanaging. I break down the three key levers that help you trade control for clarity and oversight. You'll learn how to set up a "leadership cockpit" so you can stay focused on the big picture, trust your team, and stay aligned with your mission as complexity increases. This is one of the most common — and emotionally tricky — transitions nonprofit leaders face. I'll walk you through what it really looks like to lead when you're no longer touching every part of the work.What You'll Learn:How to replace control with high-level oversight as your team growsWhat to include in your leadership dashboard to stay focusedWhy aligning on operational values is key to scaling without chaosKey Takeaways:Leadership at scale is about narrowing your focus, not expanding it.Operational values must guide decisions across the team—even when you're not in the room.Dashboards, OKRs, and clear priorities help you lead strategically instead of reactively.The 3 Core Levers for Leading at a Higher Altitude:Decision-Making AlignmentEmbed clear operational values across every level of the orgDefine what “good” looks like in real behaviorDon't ask for post-decision updates — build alignment that leads to the right decisionsProgrammatic Oversight via OutcomesSet clear, narrow priorities everyone can articulateEstablish measurable team-wide and individual goalsUse OKRs to track progress without monitoring tasksInformation Flow That Serves the CEO RoleEliminate noise: don't attend every meeting or get every updateDesign meeting cadences and reports that elevate key signalsSurface risks, check for alignment, and trust your team to manage the detailsResource Mentioned:  Delegation Ladder  Want to work together? Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level. Connect with me! LinkedIn Instagram YouTube

How can one foster collaboration within a team? Nathan Miller, the CEO of Miller Ink, is a seasoned communication strategist known for advising executives across business, government, and nonprofit sectors. With a strong background in history and public policy, Miller has guided numerous organizations in effectively narrating their stories and managing complex crises through clear communication and strategic thinking. He emphasizes the importance of blending fundamental communication principles with innovative tactics, setting measurable goals, and aligning messages with objectives to reach target audiences effectively. Advocating for transparency and honesty, particularly during the hiring process, Nathan prioritizes creating a harmonious work environment, which he believes is essential for retaining talent and building long-term client relationships. Key Takeaways Effective communication strategies require blending communication principles, setting clear goals, identifying target audiences, and aligning messages with objectives. Balancing business development with hands-on involvement in day-to-day operations is crucial for a positive and productive work environment. Resilience in business involves navigating challenges, having a long-term vision, being adaptable, and seizing growth opportunities. Key considerations when hiring an ad agency include involving senior personnel, relevant experience, deep expertise, and establishing a trust-based relationship. Blending strategic communication principles with tactical approaches like digital marketing is essential for successful communication campaigns. Operational dynamics of PR agencies include avoiding success fee structures, preferring cancel-any-time policies, and involving senior personnel with relevant experience in client accounts. More from Nathan Miller Nathan Miller is a seasoned entrepreneur and communications strategist known for founding Rentec Direct in 2007, a leading Grants Pass–based software company serving over 16,000 landlords and property managers across the U.S. Under Nathan's leadership, Rentec Direct has helped manage over $226 billion in real estate assets and has grown to become the third-largest platform in its market—all achieved without external funding or debt. The company has been featured on the Inc. 5000 list for seven consecutive years, a testament to Nathan's disciplined approach to organic growth and his deep understanding of the property management landscape. Beyond real estate technology, Nathan is also the founder and CEO of Miller Ink, a communications agency specializing in high-stakes messaging, issue advocacy, and crisis management. With experience as Director of Speechwriting and Advisor to the Ambassador at the Permanent Mission of Israel to the United Nations, as well as roles in U.S. policy and public affairs, Nathan brings a rare combination of strategic insight and global perspective. A UCLA graduate with degrees in History and Public Policy, he has built a reputation for turning complex ideas into powerful, results-driven campaigns. Website: https://miller-ink.com/ LinkedIn: https://www.linkedin.com/in/nathan-miller-6909628/   If you are an experienced CEO looking to grow your company, visit https://www.TheCEOProject.com   You can also reach Jim by email: Jim@TheCEOProject.com   LinkedIn: @theceoproject Instagram: @the_ceoproject Twitter/X: @the_CEO_Project Facebook:  @IncCEOproject

In a new episode of Beyond the Offer, Amy Onori joins Rosanna Snediker and Bill Gates to share her journey from media planner to SVP of Talent Acquisition at Publicis Media. They cover: Taking smart career risks Building trust through recruiting strategy Creating efficient, scalable recruiting ops  An episode packed with insight for leaders, recruiters, and anyone navigating career growth. Tune in to learn more!

AI can schedule tours and answer questions.Sure, that's impressive.But that's not the real breakthrough.In this episode of the Multifamily Collective, Mike Brewer takes us past the surface-level AI buzz and into the real transformative power of artificial intelligence in Multifamily: clean, unadulterated, front-end data.Forget bots that just answer FAQs. Mike argues that AI's true impact lies in eliminating human error and manipulation in the leasing and operations workflow. From prospect to resident, every interaction—application, verification, contract execution, communication, renewals—can be handled by AI with zero friction and total data integrity.Why does this matter?Because for the first time ever, operators will have pure data feeding their systems.Revenue management. Marketing. Asset decisions. Operational strategy.All of it becomes smarter—because the inputs are finally trustworthy.This isn't about replacing leasing teams. It's about building systems that lead to better outcomes—for your team, your residents, and your owners.AI isn't just efficient. It's accurate. And that's where the real power begins.Like what you're hearing?Hit Like, Subscribe, and share this with your RevMan or ops team—it'll change how they think about AI.

Join us for a live session from The Whalies in LA with Bryan Cano, Head of Marketing at True Classic, on a recent meteoric rise to an $850M valuation. Bryan reveals how True Classic is democratizing AI adoption across their organization by turning every employee into a technology architect and maintaining human empathy that drives authentic brand connection. We explore how tactical innovation serves a grander vision: transforming from a men's apparel company into a cultural force that builds confidence and community for decades.Maybe AI Can Make Us More HumanKey takeaways:AI democratization beats top-down mandates: True Classic's most successful AI implementations emerged organically from employees identifying their own repetitive tasks, then building weekend solutions that eliminated Monday-morning drudgeryThe three-pillar AI framework: An approach that includes Generative (content creation), Operational (workflow automation), and Insights (proactive business intelligence) provides a comprehensive structure for organizational AI adoptionCentury-scale vision transcends tactics: Brands seeking longevity must graduate from channel arbitrage to culture creation. By moving beyond riding existing cultural waves to generating entirely new categories, they can win and keep customers for yearsEmpathy becomes a competitive advantage: As AI handles data analysis, human intuition and emotional intelligence become the irreplaceable differentiators in brand strategy and customer connection[00:17:20] “AI isn't going to eliminate our jobs. It's going to push our brains to the absolute limits. We'll have to use our imagination more than we ever have.” – Brian Lange[00:17:49] “It's going to make us more empathetic… As marketers, we've obsessed over the data. AI lets us return to thinking about the customer—their life stage, their needs, their emotions.” – Bryan Cano[00:27:09] “Just how Apple made technology accessible, we want to do the same for style and confidence. We want it to be effortless.” – Bryan CanoAssociated Links:Learn more about True ClassicLearn more about Triple WhaleCheck out Future Commerce on YouTubeCheck out Future Commerce+ for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!

Cameron is joined by Dani Naughton, an expert in aesthetics with 17 years of experience, and they discuss the fundamentals of running a successful aesthetic practice, the importance of understanding market dynamics, and the operational fundamentals necessary for profitability. Dani shares insights on common mistakes made in treatment rooms, the significance of staff communication, and the strategic approach to marketing and equipment acquisition. They delve into the true cost of goods, the impact of labor costs, and the hidden expenses that can affect profitability. The conversation emphasizes the importance of time management and understanding supply costs in treatments, providing valuable takeaways for practice owners looking to thrive in the competitive aesthetics industry.Cameron and Dani talk about the importance of efficiency and understanding the financial health of aesthetic practices. They explore strategies for improving margins, managing chaos in operations, and the significance of patient retention. The dialogue emphasizes the need for new practice owners to establish a clear vision and for established practices to overcome stagnation by implementing effective systems and processes.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Dani Naughton has 17 years of experience in aesthetics.Understanding the basics is crucial for practice success.Staff communication is key to implementing new products.Labor costs must be factored into the cost of goods.Hidden costs can silently destroy profitability.Time management is essential in treatment efficiency.Marketing should be strategic and well-planned.Practices need to survey staff and patients before acquisitions.Winning in the margins can significantly impact profits.A mindset shift is necessary to run a practice like a CEO. Winning in the margins can significantly boost marketing budgets.Practices should focus on EBITDA rather than just revenue.Efficiency is crucial, even if the practice isn't for sale.Understanding treatment times can improve patient throughput.Consistency in service delivery is essential for brand reputation.Operational chaos can lead to significant financial losses.Implementing cancellation policies can help mitigate no-show losses.Effective communication of policies enhances patient experience.New practice owners should clarify their vision from the start.Established practices must assess their operations to identify growth opportunities.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

In this episode of The Distribution, host Brandon Sedloff sits down with Jason Ment, President and Co-Chief Operating Officer of StepStone Group, to explore the scale and complexity of operational leadership inside one of the world's most dynamic private markets investment platforms. Jason shares how he transitioned from General Counsel into firmwide operations, and how StepStone has grown from 35 people to more than 1,100 globally while maintaining a culture of accountability, trust, and execution. They unpack what operational alpha means at the portfolio level, how StepStone approaches customized client solutions, and why transparency and leadership development are central to building a durable investment business. They also discuss: * Managing 700+ non-investment professionals across 27 global offices * Creating scalable communication systems and decision-making infrastructure * How acquisitions, integration, and cultural alignment shaped StepStone's evolution * The role of custom software, AI, and data strategy in delivering client outcomes * Adapting to new product structures for private wealth, defined contribution, and insurance * How StepStone empowers emerging leaders through sponsorship and strategic projects * The firm's view on operational and service alpha as core to long-term client retention This episode is a comprehensive look at what it takes to scale operations in private markets while staying mission-driven—and how great leadership begins with curiosity, trust, and clarity. Links: StepStone Group - https://www.stepstonegroup.com/ Jason on LinkedIn - https://www.linkedin.com/in/jason-ment-5068b213/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:36) - Jason's background and career (00:11:07) - Advice for folks wanting to do “more” within their role at work (00:12:48) - The evolution of StepStone Group (00:18:32) - How do you think about your role in the context of Operational Alpha? (00:20:59) - Scaling information access (00:24:46) - Operational Alpha in driving StepStone forward (00:26:42) - Flexibility and efficiency at scale (00:29:13) - What are you building toward over the next 5 years? (00:30:55) - Building vs. buying software tools (00:32:55) - What's something you've gotten wrong in your technology roadmap? (00:34:04) - How do you think about AI? (00:40:44) - The permission to innovate and the permission to fail (00:43:41) - How are you embracing the structural changes in the market? (00:50:44) - How do you think about the measurements of success in your organization? (00:52:28) - Delivering Service Alpha (00:56:15) - Leadership philosophies

Chris Koch is the founder and CEO of VO/D, a venture studio that partners with massive talent celebrities to build enduring CPG brands across DTC, e-commerce, and retail. With a background in sports, investment banking, and talent management, Chris brings deep experience in identifying consumer needs, pairing them with the right creators, and executing product-first brand launches.In this episode of DTC Pod, Chris walks through Void's venture model, emphasizing the importance of strong products over mere celebrity endorsement. He shares the inside story of 1Up Candy's rapid national retail rollout and outlines key frameworks for structuring talent partnerships, screening for true product-market fit, and ensuring long-term profitability in the saturated creator-led brand space.Interact with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. VO/D's Venture Studio Model  2. Partnering with Celebrities and Creators  3. Product-First Versus Talent-First Approach  4. Identifying Consumer Problems 5. Selecting The Right Talent  6. Talent as a Marketing Utility  7. Challenges in Sourcing and Engaging Talent  8. Social Following vs Purchase Influence  9. Structuring Talent Partnerships  10. Brand Launch Funding and Operations  11. 1Up Candy Launch Story  12. Retail Distribution Partnerships  13. Inventory Financing and Cash Flow  14. Creator-Led Marketing Strategies  15. Legal and Contractual Safeguards  16. Tips for Talent-Led Brands  17. VO/D's Future Direction Timestamps00:00 Chris's background & intro to VO/D03:35 Why Void is product-first, not just talent-powered05:04 An inside look at VO/D's venture studio model06:55 Talent as a utility & making brands that stand alone10:31 Challenges matching creators to authentic product opportunities11:28 Assessing conversion, reach, and fit in creator partners13:40 How 1Up Candy with FaZe Rug came together17:31 Disrupting candy with innovation and viral challenges20:33 Breaking into 4,000 Walmart stores & key retail strategy23:30 Operational realities of scaling fast (financing, supply chain, DTC vs. retail)29:18 How to structure talent deals: equity, vesting, and incentives35:17 Red flags and protective provisions in creator agreements40:08 What's next for VO/D: new categories, creator partners, and acquisition opportunitiesShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokChris Koch - Founder of VO/DBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic

Upcoming Seminars: https://www.fordk9.com/events/Stratos K9 Application: https://stratosk9.com/work-for-us/Unlock the secrets of detection dog training and discover innovative techniques revolutionizing the field! Join us as we welcome Dr. Lauren DeGreeff and Dr. Lindsay Waldrop, whose groundbreaking research into the sniffing prowess of dogs offers fresh insights into their remarkable abilities. Delve into the intriguing world of experimental and computational fluid dynamics, where Dr. Waldrop's passion for dogs and science converge, showing how breeds and skull shapes affect performance. Dr. DeGreeff shares her exciting transition to Florida International University, where her expanded research group delves into projects from explosives detection to human remains.Explore the complexities of training detection dogs and the significance of realistic scenarios, as we highlight challenges teams face transitioning to real-world searches. Discover how collaborations with institutions like Texas Tech and updates from OSAC are setting new standards in dog certification, ensuring rigorous evidence-based practices. Fascinating experiments reveal how scent detection and training methods evolve, from using smoke machines to visualize odor plumes to innovative training setups that encourage natural sniffing behaviors.Venture into the future with us as we discuss the intersection of AI and canine capabilities, where emerging technologies promise to enhance detection dogs' roles in law enforcement and beyond. Learn how AI is beginning to assist handlers with data-driven insights and imagine a future where it pinpoints specific odors detected by dogs. As we reflect on the logistical challenges of organizing dog trials, we express gratitude for the support that makes these endeavors possible and invite you to stay curious with "K9's Talking Scents.Chapters:(00:10) Detection Dog Research and Training(12:08) Advanced Detection Dog Training Insights(18:50) Training Variation in Detection Dogs(25:31) Enhancing Detection Dog Training Methods(32:59) Operational vs. Nose Work Dog Differences(45:38) Exploring Detection Dog Training Research(56:55) Utilizing Odor Chemistry in Dog Training(59:41) Advancements in Detection Dog Technology(01:09:07) Logistical Challenges in Running Dog Trials

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Maxine Cain. She is an award-winning People Leader, changing how women business leaders and entrepreneurs live, work, and play by doing work that matters in STEM, Science, Technology, Engineering, and Math. She is a Senior Human Resources leader and entrepreneurial personality known for innovative approaches to business, strategy, diversity, and inclusion, and Emerging Technologies. Founder & President of STEM Atlanta Women, Inc. A non-profit created to Enlighten, Educate, and Empower women and girls about the advantages and global opportunities in Science, Technology, Engineering, and Math and the future skills needed to compete and succeed in the 21st Century. Her vision is to disrupt unconscious bias in Tech and bridge the gender gap in STEM. We provide STEM Education, Training, and STEM Consulting Services in terms of educational services that include program evaluation, professional development, project management, curriculum development, and capacity building. Maxine also provides consulting and emerging tech advisory services to women business leaders, Entrepreneurs, corporations, and educational institutions in the following practice areas:  Business Strategy & Development  Emerging Technologies  Talent Pipeline Development  Organizational, Operational and Technological Advisory Services  New Skilling, Upskilling, and Reskilling the Workforce in the Digital Era Education: Bachelor of Science Degree, Business Management/ Human Resource Management (4 Years Completed) University of Phoenix Doctor of Humane Letters (L.H.D), Humanitarianism for notable contributions and achievements of national and global significance to humanitarian and community building efforts relative to STEM Education and Training – Dec. 2020. #BEST #STRAW #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Maxine Cain. She is an award-winning People Leader, changing how women business leaders and entrepreneurs live, work, and play by doing work that matters in STEM, Science, Technology, Engineering, and Math. She is a Senior Human Resources leader and entrepreneurial personality known for innovative approaches to business, strategy, diversity, and inclusion, and Emerging Technologies. Founder & President of STEM Atlanta Women, Inc. A non-profit created to Enlighten, Educate, and Empower women and girls about the advantages and global opportunities in Science, Technology, Engineering, and Math and the future skills needed to compete and succeed in the 21st Century. Her vision is to disrupt unconscious bias in Tech and bridge the gender gap in STEM. We provide STEM Education, Training, and STEM Consulting Services in terms of educational services that include program evaluation, professional development, project management, curriculum development, and capacity building. Maxine also provides consulting and emerging tech advisory services to women business leaders, Entrepreneurs, corporations, and educational institutions in the following practice areas:  Business Strategy & Development  Emerging Technologies  Talent Pipeline Development  Organizational, Operational and Technological Advisory Services  New Skilling, Upskilling, and Reskilling the Workforce in the Digital Era Education: Bachelor of Science Degree, Business Management/ Human Resource Management (4 Years Completed) University of Phoenix Doctor of Humane Letters (L.H.D), Humanitarianism for notable contributions and achievements of national and global significance to humanitarian and community building efforts relative to STEM Education and Training – Dec. 2020. #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.