Podcasts about practice leader

In this episode of The UVM Podcast, Steve and Nick explore the complex intersection of Utility Vegetation Management and the insurance industry with a focus on insurance for UVM Service Providers. With increasing risks from wildfires, storms, and climate change, insurers are re-evaluating their coverage models for utilities. The episode addresses how proactive vegetation management can impact insurance claims, liability assessments, and rate structures.Our hosts also discuss real-world examples, changes in insurance underwriting practices, and opportunities for better alignment between utilities and insurers to mitigate wildfire and storm-related damages. This timely conversation sheds light on how UVM professionals can prepare for a future where insurance plays a larger role in operational and financial planning.The episode format is a round table and the guests are:Jett Abramson, EVP at Amwins GroupMark Shipp, Senior EVP and Practice Leader from Hub  Arbor Insurance GroupJoshua Caudill, Founder and President, Safety Leadership Innovators 

In this episode of the Business of Hearing podcast, we break down the four most important focus areas for private practice owners heading into summer 2025. With industry shifts, rising patient expectations, and changing marketing dynamics, it's never been more important to work on the business, not just in it. You'll learn: • What clinics should be prioritizing right now • Why admin overload is killing your growth • How to build a business that serves your lifestyle • The biggest mistakes clinics make when trying to scale ➤ Whether you're running a solo practice or leading a multi-location group, this episode will help you reset and refocus. 

Community Health Network, Inc. of Indiana (CHN) entered into an agreement with the Department of Justice (DOJ) in December 2023 to settle alleged violations of the False Claims Act. The settlement amount of $345 million was the largest settlement of its kind in history. Dave Hesselink, Managing Principal, SullivanCotter, A.J. Orille, Consulting Principal, SullivanCotter, and Mark Ryberg, Practice Leader, Physician Workforce, SullivanCotter, discuss the particulars of the 2023 CHN settlement with DOJ, with a focus on the valuation components. They also share some practical takeaways for health care organizations looking to maintain their physician compensation compliance programs. Sponsored by SullivanCotter.AHLA's Health Law Daily Podcast Is Here! AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this new podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast.

AI is transforming job search, recruiting and hiring practices. Our guest in this podcast episode is Steve Swan, Practice Leader at The Swan Group. Steve is an Executive Recruiter specializing in technology for the Pharmaceutical and Biotech Industry. In this episode Steve shares his insights on how AI is transforming the hiring process.

Dissenting shareholder disputes occur when minority shareholders believe their shares are undervalued in a company transaction, leading to legal dissent. There is a difference between dissenting and oppressed shareholder matters which our expert, Hubert Klein, will explain as well as the legal and valuation standards that are used.   Klein highlights the importance of transparency and professional skepticism and thorough understanding of both sides' perspectives, such as: Common triggers for dissenting shareholder actions Preventing dissenting shareholder issues Reconciling valuation differences Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Hubert Klein, CPA/ABV/CFF, Partner and Practice Leader, Eisner Advisory Group LLC  Host: Alex Partin, CPA/ABV, Mueller & Partin  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  2025 AICPA & CIMA Forensic & Valuation Services Conference  check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders Emerging Partners Toolkit – Section 6 Ownership/buy-sell agreements Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content  AICPA Quick Reference Guide: Standards and Premises of Value (refer to page 7)  The FVS Valuation Podcast archives  Valuation Case Law Update Insights for Navigating Common Issues in Business Valuation The Forensic Accountant's Role in M&A Disputes  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Dissenting shareholder disputes occur when minority shareholders believe their shares are undervalued in a company transaction, leading to legal dissent. There is a difference between dissenting and oppressed shareholder matters which our expert, Hubert Klein, will explain as well as the legal and valuation standards that are used.   Klein highlights the importance of transparency and professional skepticism and thorough understanding of both sides' perspectives, such as: Common triggers for dissenting shareholder actions Preventing dissenting shareholder issues Reconciling valuation differences Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Hubert Klein, CPA/ABV/CFF, Partner and Practice Leader, Eisner Advisory Group LLC  Host: Alex Partin, CPA/ABV, Mueller & Partin  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  2025 AICPA & CIMA Forensic & Valuation Services Conference  check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders Emerging Partners Toolkit – Section 6 Ownership/buy-sell agreements Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content  AICPA Quick Reference Guide: Standards and Premises of Value (refer to page 7)  The FVS Valuation Podcast archives  Valuation Case Law Update Insights for Navigating Common Issues in Business Valuation The Forensic Accountant's Role in M&A Disputes  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

There's little more fundamental to every business than revenue. In law firms, for a while now, that's been measured by the billable hour. In most law firms today, we still wrap up hours billed in the same parcel as expertise, performance, and value. That's a BIG problem and it's getting bigger as AI and particularly generative AI is completing tasks faster, better, and cheaper AND starting to advance into complex problem solving too! So, what does that mean for law firms? Can we/should we all immediately convert to fixed fees, subscriptions and/or value-based pricing or something entirely new? What happens if we do? What happens if we don't? Where do we go to figure it out? We chatted about all of that and more on 16 April 2025 in the third podcast in CLI's Legal GenAI Conversations Series on Will GenAI kill the billable hour…ever? Terri Mottershead, Executive Director of the Centre for Legal Innovation was joined by three amazing guests with a wealth of experience to share from Australia and New Zealand: Melissa Lyon, Executive Director & Experience Designer, Hive Legal and CLI Advisory Board member Gene Turner, Managing Director, LawHawk and CLI Advisory Board member Tessa van Duyn, CEO and Practice Leader, Moores and CLI Advisory Board member Topics covered in this episode included: Whether generative AI has put pressure on law firms to reconsider the billable hour, or if it is still mostly hype What are the most viable alternative fee models are and how if generative AI making these more attractive or feasible The key advantages and disadvantages of moving away from the billable hour toward alternative fee arrangements in a GenAI powered legal landscape How law firms have managed the impact of alternative models on lawyer and allied legal professional remuneration, bonuses, performance reviews and career progression The key focus for law firms to have in mind when deciding to move from the billable hour model You'll find details about the other topics we'll be discussing in this series here. If you would prefer to watch rather than listen to this episode, you'll find the video in our CLI-Collaborate (CLIC) free Resource Hub here. Don't forget to join CLI's free Legal Generative AI Community here – it's a lightly curated daily news feed on all things legal GenAI.

To celebrate Women's History Month, we are excited to share a special episode for our FVS Valuation podcast which explores the diverse backgrounds of several business valuation leaders, their paths into a career in business valuation, and their journeys to becoming experts in the field.  The conversation highlights the many routes that can lead to success in business valuation, including  The significance of obtaining the Accredited in Business Valuation (ABV) credential and how it has impacted their careers Their strategies for achieving a healthy work-life balance while excelling in their professional roles The role of mentorship and support systems in their career development and success Please be sure to register for our upcoming Fireside Chat on Tuesday, 3/25, where we will have an extended conversation with our esteemed guests and gain further inspiration and insights from their experiences. Register now to secure your spot!  Guests:  Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC Kathy Johnson, CPA/ABV/CFF/CGMA, Vice-President, J.S. Held LLC Tiffany Mellow, CPA/ABV, Practice Leader and Shareholder, Perkins & Co  Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic From the FVS Valuation Podcast archives  Women in FVS, A Multigenerational Perspective - Part 1 Women in FVS, A Multigenerational Perspective - Part 2 Increasing Engagement with FVS Emerging Professionals This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

To celebrate Women's History Month, we are excited to share a special episode for our FVS Valuation podcast which explores the diverse backgrounds of several business valuation leaders, their paths into a career in business valuation, and their journeys to becoming experts in the field.  The conversation highlights the many routes that can lead to success in business valuation, including  The significance of obtaining the Accredited in Business Valuation (ABV) credential and how it has impacted their careers Their strategies for achieving a healthy work-life balance while excelling in their professional roles The role of mentorship and support systems in their career development and success Please be sure to register for our upcoming Fireside Chat on Tuesday, 3/25, where we will have an extended conversation with our esteemed guests and gain further inspiration and insights from their experiences. Register now to secure your spot!  Guests:  Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC Kathy Johnson, CPA/ABV/CFF/CGMA, Vice-President, J.S. Held LLC Tiffany Mellow, CPA/ABV, Practice Leader and Shareholder, Perkins & Co  Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic From the FVS Valuation Podcast archives  Women in FVS, A Multigenerational Perspective - Part 1 Women in FVS, A Multigenerational Perspective - Part 2 Increasing Engagement with FVS Emerging Professionals This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

A conversation with a longtime multifamily industry veteran, the awesome Jen Brewerton, the Vice President of Compliance for Dominium, and a fabulous supplier partner to the multifamily industry, Eddie Wilcut, Principal at Plummer Associates Engineering Firm and Practice Leader for the Water and Energy Efficiency Services at Plummer Associates …discussing utility allowances and how they impact the financial success of an affordable multifamily asset, as well as different methodologies for utility allowances including the ECM UA methodology.See omnystudio.com/listener for privacy information.

In this replay episode of Growing in the Green Industry, we welcome Joe Kujawa, Practice Leader of Bruce Wilson & Company. Joe talks about the power and value of peer groups.  Joe talks about the uniqueness that our industry has compared to other industries and how our industry is willing to share information – successes and failures.  He also shares how networking can be intimidating but the importance of it.  This episode is hosted by SkylerWestergard with LandCare and Brett Lemcke with RM Landscape.

Derek Kostelnik is Grantek's Practice Leader of the Solution Support Group. Derek leads a team of Service & Support professionals located across North America. The Solution Support Group provides support to Grantek clients who value uptime and limited disruptions across their manufacturing operations Derek has a Bachelor of Applied Science in Chemical Engineering, and he has worked at Grantek for almost 25 years. The Industry 4.0 Podcast with Grantek delivers a look into the world of manufacturing, with a focus on stories and trends that lead to better solutions. Our guests will share tips and outcomes that will help improve your productivity. You will hear from leading providers of Industrial Control System hardware and software, Grantek experts and leaders at best-in-class industry associations that serve Life Sciences and Food & Beverage manufactures.

"When somebody shows you who they truly are, believe them the first time. From the very beginning, we took Emory at their word when they said they wanted to design and build a cancer center never before seen or imagined." —Anthony Treu on The Healthcare Interior Design 2.0 podcast Step into a world where healthcare spaces nurture healing, empower caregivers, and transform the patient experience. In this inspiring episode, host Cheryl Janis sits down with visionary healthcare architect Anthony Treu, AIA, ACHA, LEED AP, Principal and Healthcare Practice Leader at Skidmore Owings and Merrill (SOM), who is revolutionizing how we think about healthcare design. From a fourth-grader sketching houses to the one of the architects behind award-winning cancer centers at SOM, Anthony shares the remarkable journey of creating spaces that combine cutting-edge innovation with profound human comfort. He and his teams' work on the groundbreaking Emory Winship Cancer Center in Atlanta, Georgia shows us what's possible when we dare to reimagine healthcare delivery from the ground up. Discover how Anthony and his team are creating healthcare environments that feel less like institutions and more like sanctuaries of healing, where high-tech innovation meets human-centered design. This conversation will leave you believing in the power of architecture to transform the healthcare experience. Learn more about Anthony Treu and SOM's pioneering healthcare architecture projects at: https://www.som.com/. SOM partnered with May Architecture, https://www.mayarchitecture.com/ on the Emory Winship Cancer Center project. Anthony credits this collaboration as a cornerstone of the project's success, combining SOM's innovative approach with May Architecture's specialized clinical design expertise. In this enlightening conversation, Cheryl and Anthony explore: The revolutionary spirit behind Emory Winship Cancer Center, where traditional cancer care was completely reimagined to put patients first How rethinking the basic layout of cancer care reduced treatment planning from weeks to a single day The stunning results of patient-centered design: registration times cut in half, satisfaction scores soaring into the 90th percentile, and staff retention improving by 10% The beautiful balance of creating spaces that feel both technologically advanced and warmly inviting How questioning core assumptions – like "Do we really need waiting rooms?" – can lead to breakthrough innovations The future of healthcare spaces, where rooms might quietly monitor vital signs without patients even knowing  Anthony's philosophy of approaching each project with fresh eyes, free from the weight of convention Stories from some of SOM's global projects in Egypt and Kazakhstan that reveal universal truths about human-centered healthcare design The exciting frontier of healthcare design, where ambient technology and passive monitoring could transform the patient experience How collaboration and trust between architects, engineers, and visionary clients can turn seemingly impossible dreams into reality The power of asking better questions rather than just designing better solutions Whether you're a healthcare professional, designer, architect, or someone who cares about improving the healthcare experience, this conversation will inspire you to think differently about what's possible in healthcare design. Join us for a masterclass in how thoughtful design can transform not just buildings, but the entire experience of giving and receiving care. Listen to the episode now! Shout Outs May Architecture (00:24:11) Described as cornerstone partner for Emory project CBR Healthcare (00:25:19) Program manager for Emory project Batson Cook (00:25:24) Contractor for Emory project Newcombe and Boyd (00:25:24) Engineering partners Featured Projects: Emory Winship Cancer Center - Atlanta, Georgia  (00:00:48) Egypt's National Cancer Institute (00:44:23) Almaty's International Medical Center (00:44:27) Roper St. Francis Healthcare - Charleston, South Carolina (00:48:55) Industry Partners The world is changing quickly. The Center for Health Design is committed to providing the healthcare design and senior living design industries with the latest research, best practices and innovations. The Center can help you solve today's biggest healthcare challenges and make a difference in care, safety, medical outcomes, and the bottom line.  Find out more at healthdesign.org. Additional support for this podcast comes from our industry partners: The American Academy of Healthcare Interior Designers The Nursing Institute for Healthcare Design Learn more about how to become a Certified Healthcare Interior Designer®  by visiting the American Academy of Healthcare Interior Designers at: https://aahid.org/. Connect to a community interested in supporting clinician involvement in design and construction of the built environment by visiting The Nursing Institute for Healthcare Design at https://www.nursingihd.com/ FEATURED PRODUCT The prevention of nosocomial infections is of paramount importance. Did you know that bathrooms and showers – particularly in shared spaces – are a veritable breeding ground for pathogen, some of which we see in the form of mold and the build-up of toxic bio films on surfaces. Body fats and soap scums provide a rich food sauce for micro-organisms such as airborne bacteria Serratia Marcescens, which thrive in humid conditions. We know that people with weakened immune systems are so much more vulnerable to the illnesses associated with infection and let's face it, none of us go into the shower with an expectation that we might get sick. So how do we keep those shower walls clean? Well let's think big – BIG TILES. Porcelanosa have developed XXL Hygienic Ceramic Tiles that are 5 feet long - which means just one piece fits the wall of a shower or tub surround. XTONE Porcelain slabs are 10 feet high which means a floor to ceiling surface with no joints. Why does this matter? Well hygienic glaze will not harbor pathogen and surface impurities are easily removed to prevent build up – it is reassuring to know the evidence - INTERNATONAL STANDARDS Test ISO 10545 - Resistance to Stains -  has determined these surfaces can be easily cleaned and the most difficult contaminants washed away, greatly reducing the need for aggressive chemicals. Think about this. When we unload our dishwasher our ceramic tableware is sparkling clean, sanitized and fresh to use - again and again. The principle is the same with large ceramic walls - So, when planning the shower surrounds for your facilities please reach out to Porcelanosa. The designer in you will love the incredible options and your specification will deliver the longest & best lifecycle value bar none. For more information, visit https://www.porcelanosa.com/us/healthcare.    

Welcome to the Data Security Decoded podcast, brought to you by Rubrik Zero Labs. In each episode, we discuss cybersecurity with thought leaders and industry experts, and gain their insights on trends, themes, and how they see data security evolving. This is a must-listen for security and IT leaders looking to better understand trends shaping data security and how they can achieve cyber resilience. In this episode, our host, Ghazal Asif, Global VP of Channels, Alliances, and Inside Sales at Rubrik, is joined by Kris Lovejoy, Global Security and Resilience Practice Leader at Kyndryl. Together, they discuss Kris's transformative perspective on regulatory readiness for global organizations navigating new compliance frameworks and building diverse and resilient organizations.

In this edition of Lessons in Leadership, Steve Adubato and Mary Gamba talk about leadership and succession planning with Jay Levine, CPA, Partner, Prager Metis and Tony Zecca, Practice Leader, Prager Metis Advisory Services. Then, Former U.S. Senator George Helmy (D) – NJ, joins Steve to reflect on the lessons learned during his time in … Continue reading Lessons in Leadership: Jay Levine and Tony Zecca / Former U.S. Senator George Helmy

  In today's podcast episode, we're joined by Alex Johnson, Founder of Fintech Takes, and Paige Paridon, Senior Vice President, Senior Associate General Counsel & Co-Head of Regulatory Affairs at Bank Policy Institute, to take a deep dive into the new Consumer Financial Protection Bureau Open Banking Rule. The CFPB has issued a groundbreaking final rule implementing Section 1033 of the Dodd-Frank Act, significantly expanding consumer access to their financial data. This new Open Banking Rule will have far-reaching implications for financial institutions, fintech companies, and consumers alike. In this episode, we'll explore the key aspects of this landmark regulation, such as: 1. The scope, rule requirements, and compliance deadlines 2. Complexities of implementing new interfaces and data security measures 3. Potential pitfalls and best practices to mitigate risks, including a lawsuit challenging the legality of the rule 4. How the rule can foster innovation and enhanced consumer experiences 5. The impact of presidential election and presumed appointment of new Acting Director of CFPB Alan Kaplinsky, former Practice Leader and Senior Counsel in Ballard Spahr's Consumer Financial Services Group, moderates today's episode, and is joined by Gregory Szewczyk and Hilary Lane, Partners in Ballard's Privacy and Data Security Group.

Steve Steele, Steele Dynamic Services, LLC., joined the Wilson team in July 2020. Formerly Vice President of Business Systems for Heartland, LLC, a private equity financed holding company that acquired Keesen Landscape Management in November 2016, Steve has deep expertise in corporate finance and administration, including mergers and acquisitions, performance improvement, business process redesign, technology implementation, and change management. Steve brings a personalized approach and collaborative spirit to the Wilson team, ensuring that clients benefit over the long term. As financial practice leader, Steve will help clients identify and capture efficiency and effectiveness opportunities in their core operations, pursue and address unique challenges facing landscape services leaders, and evaluate opportunities to capitalize on emerging industry trends. Steele earned an MBA, with honors, in Finance and Accounting from Regis University, Denver, Colorado. He is a graduate of Colorado Mesa University in Grand Junction, Colorado, where he received a BBA in Business Management. Steve has served in leadership roles on GreenCo.'s legislative committee, was a member of the board of directors and an officer of the Associated Landscape Contractors of Colorado, and served as a board member and president of the Rocky Mountain Classic. In addition, Steve has been an active voice for the green industry's H2B problem and led an advocacy delegation to Washington D.C., to speak on its behalf to the U.S. Congress. A virtual native of Colorado, Steve is a lifelong travel adventurer, a passionate travel photographer and can be found on Instagram @WalksYourWay.

Paul's career—his role, approach to projects, client relationships and process within the firm—is summed up in a simple quote, “Working hard each day to find a better way.”As the co- Engineering Practice Leader for the firm, Paul works hard to be a driver of innovation while encouraging future leaders to invest in themselves to achieve career milestones. While his background is in mechanical engineering, he brings a constant curiosity and a comprehensive understanding of the full spectrum of engineering disciplines to his work. Paul is a champion for his clients and appreciates when they challenge his team to think differently, experiment and try new things.Our services for both our clients and candidates can be found below✔️For Employers: https://www.nenniandassoc.com/for-employers/✔️For Candidates: https://www.nenniandassoc.com/career-opportunities/✔️Consulting: https://www.nenniandassoc.com/consulting-services/✔️Executive Search: https://www.nenniandassoc.com/executive-search/Nenni and Associates on Social Media:► Follow on LinkedIn: https://www.linkedin.com/company/nenni-and-associates/► Like on Facebook: https://www.facebook.com/nenniandassoc/► Email Listing: https://www.nenniandassoc.com/join-email-list/► Subscribe to our YouTube channel: https://www.youtube.com/c/NenniAssociates

In this episode, Rob Dunlap, Generative AI Practice Leader, IBM explores how AI can offer retailers a genuine ability to revolutionize their business processes and models and help drive leaps of productivity across various aspects of their business, including personalized recommendations, predictive inventory management, automated customer service, and intelligent fraud detection. Rob and I will explore the evolving power of AI to augment human expertise, reduce costs, and create seamless, unified experiences.  About RobRob leads IBM Canada's Generative AI consulting practice, a team of consultants, data scientists and developers who build leading-edge solutions for IBM clients. His team focuses on leveraging technology from domains like Customer Engagement, Supply Chain, Employee Support, IT Operations and other fields, to revolutionize business processes. IBM Canada's Generative AI team is currently leading many transformative AI programs for our clients across industries such as Retail, Consumer Products, Travel & Transportation, Financial Services, Public Services and more.  Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

In episode 173, Coffey talks with Dr. Tony Bridwell about the importance of leadership's “followership” in building strong teams and cultures. They discuss Tony's new book, The Follower Effect; the key attributes of effective followers including independent critical thinking, mission focus, and active partnership; the dynamic relationship between leadership and followership roles; the importance of follower capital including optimism, hope, resilience and self-efficacy; the role of emotional intelligence in leadership; and the reflect-rethink-act model for personal growth and accountability.Tony's new book is available at https://www.drtonybridwell.com/books. Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest:Dr. Tony Bridwell is an organizational behaviorist with 25-plus years of experience working with global organizations related to employee experience and culture. As Chief Talent Officer for The Encompass Group, a people optimization company, he leads the Firm's organizational consulting practice and serves as Practice Leader of the E3 Leadership Academy. Most recently, Dr. Bridwell led the award-winning People Group function of the global tax and technology firm Ryan, LLC as their Chief People Officer. Before his role at Ryan, he was the Chief People Officer for Brinker International and a Senior Partner with the global culture consultancy Culture Partners.Tony is an accomplished author of seven books, an international speaker, having presented in 44 countries, and a sought-after consultant and advisor specializing in purpose and culture. Dr. Bridwell was selected as the 2015 HR Executive of the Year by Dallas HR (the local SHRM affiliate), won the 2015 Strategic Leadership Award from Strategic Excellence HR, and was most recently recognized as a 2022 top 50 HR Professional by OnCon Icon Awards.Dr. Bridwell's academic journey is as diverse as his professional one, with studies in architecture, theology, and business culminating in a Bachelor of Science in Business, a Master of Business Administration (MBA) degree, and a Doctorate in Organizational Intelligence. His commitment to education extends to his role as an adjunct professor at SMU in Dallas, where he teaches MBA students Executive Leadership. Beyond academia, he is deeply involved in various organizations, including the Society for Human Resource Management (SHRM) and the board of directors for Southwest Transplant Alliance.Dr. Tony Bridwell can be reached athttps://www.drtonybridwell.com/https://www.linkedin.com/in/tonybridwell/About Mike Coffey:Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named the Texas Association of Business' small business of the year and is accredited by the Professional Background Screening Association. Mike shares his insight from 25 years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike is a member of the Fort Worth chapter of the Entrepreneurs' Organization and is a volunteer leader with the SHRM Texas State Council and the Fort Worth Chamber of Commerce.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200).Mike and his very patient wife are empty nesters in Fort Worth.Learning Objectives:1. Understand the concept of followership and its critical importance in co-creating a positive and effective organizational culture.2. Identify the key attributes of great followers.3. Use the Reflect-Rethink-Act model to incorporate followership into leadership style.

At this year's LearningSCAPES conference in Portland, our team at the Better Learning Podcast had the incredible opportunity to sit down with a diverse group of educators, architects, designers, and thought leaders from across the nation. We wanted to get to the heart of what "Radically Student Centered™" means from different perspectives, so we asked all our guests two key questions:   What does Radically Student Centered mean to you? How does that phrase apply to the work you do every day?   The answers we received in this compilation episode were as varied and insightful as the guests themselves, each highlighting unique ways the concept of centering students drives innovation in education.   Our guests included:   Chuck Saylors Vice President, JM Cope Construction   Rosemary Park Educational Planner, SMMA   Abby Dacey Architectural Principal, Mahlum Architects   Andy Cottrill Associate Principal, Hutteball + Oremus Architecture   Séamus Kelly Associate Principal, Mithun   Laura Durgerian Senior Associate, Mithun   Jeffrey Mann Facilities Planner, Bethel School District   Brian Parker Vice President / K12 Director, MHTN Architects   Tina McKone Project Manager, DLR Group   Meredith Watassek Senior Educational Planner, Stantec Architect   Irene Nigaglioni President, IN2 Architecture, Inc.   Andy L'Esperance Director of School Projects, Goode Van Slyke Architecture   Sean O'Donnell Principal + K12 Practice Area Leader, Perkins Eastman   Wayne Reynaud Principal / Texas K-12 Practice Leader, HKS, Inc.   Sarah Knize Associate Principal, Ratcliff   Leonardo Gonzalez Sangri Global Practice Director for Education, HKS, Inc.   Ken Crawford Executive Director of Support Services and Athletics, Ogden City School District   Sandi Massey Chief of Leadership and Professional Development, Houston Independent School District       Learn more about creating better learning environments at www.Kay-Twelve.com. Kevin Stoller is the host of the Better Learning Podcast and Co-Founder of Kay-Twelve, a national leader for educational furniture. Find out more about Kevin at https://www.linkedin.com/in/kevinstoller/. For more episodes of the Better Learning Podcast, visit https://www.betterlearningpodcast.com/       Episode 203 of the Better Learning Podcast Kevin Stoller is the host of the Better Learning Podcast and Co-Founder of Kay-Twelve, a national leader for educational furniture. Learn more about creating better learning environments at www.Kay-Twelve.com.   For more information on our partners: Association for Learning Environments (A4LE) - https://www.a4le.org/ Education Leaders' Organization - https://www.ed-leaders.org/ Second Class Foundation - https://secondclassfoundation.org/ EDmarket - https://www.edmarket.org/ Catapult @ Penn GSE - https://catapult.gse.upenn.edu/   Want to be a Guest Speaker? Request on our website

Today's podcast, which repurposes a recent webinar, is the conclusion of a two-part examination of the CFPB's use of a proposed interpretive rule, rather than a legislative rule, to expand regulatory requirements for earned wage access (EWA) products. Part One, which was released last week, focused on the CFPB's use of an interpretive rule to expand regulatory requirements for buy-now, pay-later (BNPL) products. We open with a discussion of EWA products, briefly describing and distinguishing direct-to-consumer EWAs and employer-based EWAS. We review some of the consumer-friendly features that are common to EWAs, including that there is no interest charged and they are typically non-recourse, and discuss expedited funding fees and tips, neither of which is required to access EWAs. We also provide an overview of how some states have attempted to regulate (or specifically not regulate) EWAs. We then transition into a discussion of the CFPB's history with EWA products, including the Bureau's advisory opinion in 2020 that took a markedly different approach to EWAs, essentially taking the position that a certain subset of EWAs fell outside of the definition of “credit” under the Truth in Lending Act (TILA) and Regulation Z. The CFPB's proposed interpretive rule, on the other hand, states that EWAs are “credit” and that expedited funding fees and optional tips, in most circumstances, are part of the finance charge that must be disclosed under TILA and Regulation Z. We explore the Bureau's reasoning in support of these conclusions and some of the compliance difficulties that the proposed interpretive rule would create were it to go into effect as written. Since this recording took place, the CFPB has posted over 148,000 comment letters that it has received on the proposed interpretive rule, many of which are from consumers who use EWAs to access a portion of their earned wages prior to their scheduled payday and are concerned that the proposed interpretive rule could limit or jeopardize their access to EWAs. The high number of responses demonstrates the level of interest that the CFPB's proposed interpretive rule has generated. We conclude with thoughts about vulnerabilities with both the proposed interpretive rule for EWAs and the interpretive rule for BNPLs that we described in Part One of this podcast, as well as how these rules could potentially be challenged. One notable development that has occurred since our recording is that the Financial Technology Association has filed a complaint asking a D.C. federal court to strike down the interpretive rule for BNPLs because of the alleged violations of the Administrative Procedure Act that we discuss in this episode. Alan Kaplinsky, former Practice Leader and Senior Counsel in Ballard Spahr's Consumer Financial Services Group, moderates today's episode, and is joined by John Culhane and Michael Guerrero, Partners in the Group, and John Kimble, Of Counsel in the Group.

Today's podcast, which repurposes a recent webinar, is the first in a two-part examination of the CFPB's use of an interpretive rule, rather than a legislative rule, to expand regulatory requirements for buy-now, pay-later (BNPL) products. Part Two, which will be available next week, will focus on the CFPB's use of a proposed interpretive rule to expand regulatory requirements for earned wage access (EWA) products. We open with an overview of what interpretive rules are and how they differ procedurally and substantively from legislative rules. The intended use of interpretive rules is to explain the meaning of an existing provision of law, while legislative rules, which require a more complicated and time-consuming procedure, including a notice and comment period under the Administrative Procedures Act, are intended to be used to expand or implement a provision of law. We also discuss why the CFPB chose to use an interpretive rule and why they decided to include a request for comments when that is not required for interpretive rules. We then discuss BNPL products, including how they work and some of the features that have made them popular with consumers and merchants. We point out that the interpretive rule seems to represent a change in the views of the CFPB with regard to BNPL. After providing an overview of the CFPB's history with the product, including a report issued by the Bureau back in 2022, we delve into the details of the CFPB's interpretive rule. We discuss how the CFPB seems to be expanding the definition of a “credit card” to include what the Bureau calls a “digital user account,” which is how consumers access their BNPL information. We conclude with thoughts about the implications of the CFPB's interpretive rule and some of the difficulties that BNPL providers will have complying with the interpretive rule. This includes a discussion of the timing of billing statements and written notice requirements for billing error disputes and merchant disputes. Alan Kaplinsky, former Practice Leader and Senior Counsel in Ballard Spahr's Consumer Financial Services Group, moderates today's episode, and is joined by John Culhane, Michael Guerrero, and Joseph Schuster, Partners in the Group. The webinar was recorded before the CFPB issued an FAQ, which purports to answer a number of open questions raised by the BNPL interpretive rule. We recommend that you review the FAQ after listening to this podcast.  

In today's podcast, which repurposes a recent webinar, we examine the impact, if any, of a landmark opinion rendered by Judge Daniel Domenico of the Federal District Court for the District of Colorado in a case challenging recently enacted Colorado legislation on interstate loans made from outside Colorado to Colorado residents. We also address the effects this decision and the outcome of this litigation may have on interstate rate exportation by state-chartered banks across the country. We open with a brief history of the interest rate exportation authority of national and state-chartered banks, and theories developed by opponents to attack those exportation powers. Next, we turn to a discussion of the Depository Institutions Deregulation and Monetary Control Act of 1980 (DIDMCA), the federal legislation adopted to create competitive equality between state-chartered banks and national banks by giving state banks the ability to export the interest rates and late fees allowed by the laws of the state where the bank is located, notwithstanding interest rate and late fee limitations imposed by the borrower's state. We then focus on the “opt-out rights” conferred on states under Section 525 of DIDMCA, and states that have attempted to exercise (or broaden) this right, including Colorado's recent adoption of an opt-out statute. We then delve into the details of the current court challenge to the Colorado opt-out statute, including a close examination of the statute itself, the state's enforcement position, and the complaint filed by the plaintiff trade associations seeking to strike down the statute. We review the briefs filed and oral arguments made, including amicus briefs filed by the FDIC, supporting the state, and by the American Bankers Association and Consumer Bankers Association, supporting the plaintiffs (the latter of which was submitted on behalf of these amici by Ballard Spahr, LLP). We point out that the position taken by the FDIC in its amicus brief is the exact opposite of the position taken by the FDIC in 1991 in the Greenwood Trust Company v. Commonwealth of Massachusetts case in the 1st Circuit Court of Appeals regarding a Massachusetts opt-out statute. In that case, the FDIC agreed with Greenwood, a Delaware state-chartered bank, that the Massachusetts opt-out statute had no effect on the power of a state-chartered, FDIC-insured bank like Greenwood to charge Massachusetts credit card holders the “interest” permitted by Delaware law. The FDIC never acknowledged or explained this flip-flop in its amicus brief filed or during oral argument in the Colorado statute. We proceed with an in-depth discussion of the thorough and thoughtful opinion issued by Judge Domenico granting the plaintiffs' motion for a preliminary injunction preventing Colorado from enforcing its opt-out statute against their members not located in Colorado who are making loans to Colorado residents from outside Colorado, pending the outcome of the litigation, holding that the plaintiffs are substantially likely to succeed on the merits. This order is currently on appeal in the Tenth Circuit and is in the process of being briefed. We then conclude with thoughts about the potential effect of the Colorado litigation on Iowa's opt-out statute, in place since 1980, a survey of opt-out legislation pending in other states, and how the Colorado litigation might affect the future of opt-out laws in these and other states. Alan Kaplinsky, former Practice Leader and Senior Counsel in Ballard Spahr's Consumer Financial Services Group, moderates today's episode, and is joined by Burt Rublin, Joseph Schuster, and Ron Vaske, Partners in the Group, and Kristen Larson, Of Counsel in the Group.

Reforming DOD's storied but cumbersome budget process is a work in progress. But it's critical to strengthening the organization's warfighting capability. Listen in to hear Russell Rumbaugh, the Navy's CFO and Assistant Secretary for Financial Management, share some of the progress the Navy and Marine Corps have made modernizing financial management and discuss PPBE reform and other policy changes with Andy Lucido, Managing Director and Practice Leader at Alvarez & Marsal Federal.  Show NotesAndy Lucido in FNN: Tailor DoD's budget process to the national security imperatives the times demandDepartment of the Navy's Audit Sizzle ReelCongress passes bill to prevent government shutdown, add funds for Secret ServiceFBI's Carahsoft raid comes amid allegations of price-fixingU.S. agencies publish plans to comply with White House AI memo Events on the GovNavigators' RadarNational Association of State CIOs Annual Conference (Sept 29 - Oct 2)CX Day (Oct 1)ATARC Zero Trust Summit (Oct 3)

 This week at NSTA: The Bus Stop - Executive Director Curt Macysyn is joined by Kyle McClellan, Practice Leader, NSM Insurance Brokers, a new NSTA Vendor Partner Member. Kyle highlights NSM insurance and outlines his background and his journey to Practice Leader at NSM Insurance Brokers. The duo discuss the unique NSM partnership with the 42 Group and the many benefits it has for school bus contractors. Curt and Kyle then delve into strategies for contractors to reduce their risk profiles, including the use of telematics and GPS on school buses. Become a subscriber and listen to a new episode of NSTA: The Bus Stop every week - targeted advertising packages are available too!Support the show

Maria Martin is a Practice Leader at ConTech Financials.   In this episode of Specified Growth Podcast, Maria talks about her background in the construction industry and how she got started. She also discusses her passion for helping people and solving problems, how we can eradicate bullying in the construction industry, technologies she's excited about in the financial space, and more. Don't miss this episode of Specified Growth Podcast!     Please reach out if you have any feedback or questions. Enjoy!    Twitter: @TatsuyaNakagawa Instagram: @tats_talks LinkedIn: Tatsuya Nakagawa  YouTube: Tats Talks www.tatstalk.com www.castagra.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of The Fierce Factor, I tackle one of the most crucial decisions every business owner faces: should you promote a current employee to a leadership position, or is it time to bring in new talent? As founders, many of us excel at what we know best—whether that's perfecting clinical skills or honing our coaching techniques. But when it comes to transitioning from a hands-on provider to a visionary CEO, the skill set required shifts dramatically. I explore the common pitfalls, like overpaying for seasoned professionals when you're not ready or promoting a front desk coordinator without proper training, that can derail your progress. Instead, learn how to delegate, train, and cultivate a Practice Leader—a role that bridges the gap between front desk and operations manager. I also discuss the essential leadership skills needed for a successful practice leader, including how to lead, influence, and communicate effectively. Plus, we'll guide you on setting clear career paths, addressing skill gaps, and recognizing red flags in potential leaders. This episode is packed with strategies to help you promote the right people, avoid costly mistakes, and build a robust leadership structure that will support your practice's long-term growth. Book a Strategy Call with Team KLC Subscribe to our Weekly Newsletter, The Blueprint KLC Consulting Website Kaeli on Instagram Kaeli on LinkedIn

Can you sense it? We're on the brink of significant change. It seems like everything we've long accepted about audiology and hearing care is shifting rapidly. The ground beneath us is moving. In this episode, I discuss four crucial areas to focus on so you can stay ahead of these changes, rather than being left behind. We'll cover the impact of the baby boomer transition, the rise of Artificial Intelligence, the challenges in recruitment, and the wave of consolidation from large, impersonal groups. If you own or operate a private practice hearing care clinic, this episode will resonate with you and offer practical insights on where to invest your time, energy, and resources to thrive in these transformative yet promising times. *** The Business of Hearing podcast is delivered by industry marketing and growth specialist Oli Luke as he shares how private practice hearing care clinics can grow marketshare, intelligently play defense to market threat, and intelligently acquire more patients. To learn more about the Business of Hearing, visit www.businessofhearing.com To learn more about working with Oli and his team, visit www.orange-gray.com

It was a pleasure to have Dan Martell join as part of the Inner Circle Book Club. If you're unfamilar with Dan's work, he is the bestselling author of “Buy Back Your Time” and the #1 growth coach for business owners in the world. He is also the founder of Martell Ventures, a portfolio of companies that makes over $100M in revenue. In this interview, he joined Phil M Jones to discuss the practical ways that busy practice leaders can buy back their time, better train their team and ensure that every minute of their day is being spent on the activities that matter. There is so much value in this interview. Enjoy!

In this Greatest Hits episode of Risk Management, Brick by Brick, Matt Meyer joins Jason Reichl to discuss the key elements of a risk management program— from the relationship between businesses and brokers to risk mitigation strategies for contractors.

Service line and practice offering leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, and they have a unique role and set of responsibilities, says Sarah Dobek of Inovautus Consulting.

About Paul Sommerstad: Paul is a Partner in the firm's Retirement Plan Services Group. He has more than fifteen years of experience in the retirement plan industry and specializes in helping organizations understand how plan design can dramatically improve their employees' ability to successfully retire and how proper governance can limit personal fiduciary liability. Paul has worked with a variety of public, private, and nonprofit organizations providing them with proven strategies that have resulted in improved outcomes for thousands of retirement plan participants. He is an ardent researcher of behavioral economics and prides himself in using plain language to help plan committees and participants accomplish their goals and objectives.About Ty Parrish: Ty is a Partner and Practice Leader of Cerity Partners' Retirement Plan Services Group where he specializes in helping public, private, and nonprofit organizations design “blue ribbon” retirement plans. His areas of expertise include plan design, fiduciary governance, vendor management, and Fiduciary Based Investment Consulting™.In this episode, Eric, Paul Sommerstad, and Ty Parrish discuss:The role of plan committeesUsing metrics and more to create tailor-fit plans The unique position that advisors have in the industryThe end result of great stewardship Key Takeaways:ERISA Plan committees need to not only mitigate risk but also to creatively tailor retirement plans to both attract and retain employees. In the competitive market for talent, retirement plan offerings are tantamount to a chess game where each move must be strategic and well-planned.Financial wellness expands beyond immediate indicators and deeply considers the individual's balance of present and potential future financial needs.Advisors have the power to transcend jargon, encourage effective communication, and hold stakeholders accountable. This proactive stance not only promotes improvements but also potentially curtails turnover, enhancing tangible KPIs.With great stewardship, adaptability, and the right guidance, the road to retirement readiness can indeed become less arduous and more achievable for employees across the board.“It's great to have a website and tools but at the end of the day, people want to talk to people about their personal situations. We try to cater to that, and not try to fit everybody into a box. You have to be flexible and work with individuals where they're at in their in their life cycles.” - Ty ParrishConnect with Paul Sommerstad:Email: psommerstad@ceritypartners.com LinkedIn: https://www.linkedin.com/in/paulsommerstad/ Connect with Ty Parrish:Email: tparrish@ceritypartners.com LinkedIn: https://www.linkedin.com/in/typarrish/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.

Today's guest is Ben Wilcox, ServiceNow Americas Practice Leader at IBM. Ben is a seasoned professional services leader, with global experience with across multiple industry sectors. Ben has strong experience as an operations and sales leader with a strategic mindset and demonstrating results with clients. His focus is on understanding client issues and developing solutions to achieve the desired outcome. In his current role with the IBM ServiceNow practice, Ben and his team are focused on expanding their footprint and offerings, as well as delivering world-class services. It is their aim is to identify the relevant pain points in an organization and subsequently, define solutions that leverage the ServiceNow Platform and IBM's broad capabilities to achieve the defined outcomes and deliver measurable value to their clients. In this episode, Ben talks about: His journey to leading the ServiceNow Americas practice at IBM, How IBM's ServiceNow partnership drives digital efficiency and client success, How ServiceNow IRM enhances security & HRSD streamlines self-service functionalities, Gen AI's role in accelerating digital workplace transformation for operational efficiency, IBM's focus on diverse capabilities, career flexibility, client value & expertise, Utilizing diverse capabilities for comprehensive client solutions

June 6, 2024 ~ Rhett Gronevelt, Practice Leader for OHM Advisor's Municipal Group talks about revamping Roosevelt Park in front of the train station.

As business owners, we're constantly wearing many hats. We're often the rainmaker in the practice, managing staff, buying the coffee, dealing with roof leaks, and ensuring the financial health of the practice. With limited time, it's crucial to decide what tasks you should focus on and what you should delegate. In this episode, we discuss the five major tasks you're probably doing right now that you should delegate. Best of all, we highlight how to use the extra time effectively by identifying activities that generate $1,000 per hour and $10,000 per hour.  

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Profit Line: The Outsourced Finance & Accounting Department for Small and Medium Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * Today's episode is all about participating in brokered transactions, and working with brokers more broadly (by "brokers", I am referring to investment banks, accounting firms, business brokers, or any other sell-side advisor whose job it is to help clients sell their companies). To inform our discussion today, I'm joined by Ryan Farkas, a Partner, Managing Director and the Practice Leader in M&A and Capital Markets at BDO, who has successfully closed countless sell-side advisory transactions spanning dozens of industries.

About James Damian:James' Profile: linkedin.com/in/james-damian-3a54956Website: james-damian.com (Company)Email: james@james-damian.comJAMES' BIO:Senior Executive and Consummate Business Leader who drove major change across the consumer retail industry by leveraging the power of design thinking as a strategic advantage, delivering economic success. Trusted advisor committed to creating purpose, achieving profit through performance for sustainable growth. While at Best Buy James and his group led innovation and new concept stores making them the most profitable in the history of the company to date. During his time the Store count went to 1400 from 275 and the stock soared from $7 a share to $110.James is a Design Thinking practitioner, Creative Strategist and Motivational Speaker at International CEO Summits, illustrating how to create a Customer Centric Culture through Design Thinking where Culture precedes Strategy, creating growth through an integrated, collaborative, interdisciplinary process.BOARD LEADERSHIPAs Chairman of the Board for Buffalo Wild Wings from 2008 to 2017, helped to shift corporate focus to an employee and customer-centric culture with the goal to become the ultimate social experience for sports and gaming fans. This strategic shift accomplished through alignment of the board with management enabled an extraordinary run of top quartile performance delivering an 850% return to shareholders.STRATEGIC LEADERSHIP THROUGH CREATIVITYDrove culture of innovation within Best Buy and consequently transformed the 'Big Box' consumer electronics retail format. Pioneered company's “new store” experience by integrating creative visual merchandising and design into the overall corporate vision. Instrumental in expanding BestBuy from 275 to 2,500 stores. This experience based strategy was instrumental in driving revenue from 8 billion to 50 billion in a 12 year period, attaining status as a Fortune 50 company.SHOW INTRO:Welcome to the NXTLVL Experience Design podcast.These dynamic dialogues based on our acronym DATA - design, architecture, technology, and the arts crosses over disciplines but maintains a common thread of people who are passionate about the world we live in and human's influence on it, the ways we craft the built environment to maximize human experience, increasing our understanding of human behavior and searching for the New Possible.    The NXTLVL Experience Design podcast is presented by VMSD Magazine part of the Smartwork Media family of brands.VMSD brings us, in the brand experience world, the International Retail Design Conference. The IRDC is one of the best retail design conferences that there is bringing together the world of retailers, brands and experience place makers every year for two days of engaging conversations and pushing the discourse forward on what makes retailing relevant.You will find the archive of the NXTLVL Experience Design podcast on VMSD.com.Thanks also goes to Shop Association the only global retail trade association dedicated to elevating the in-store experience. SHOP Association represents companies and affiliates from 25 countries and brings value to their members through research, networking, education, events and awards. Check then out on SHOPAssociation.orgIn this episode I talk with James Damian a retail industry leader who was mentored in the fine art of visual merchandising and display by one of retail's icons, Gene Moore of Tiffanys. James has had a brilliant career leading major transformations at Best Buy where he was SVP and Chief Design Officer of Experience Design Group, the Chairman of the Board of Buffalo Wild Wings and now shares his experience and passion for retail as a consultant with GAP international.First though, a few thoughts…             *                         *                         *In 1994 I was working in my hometown of Montréal as an architect and at the same time teaching was the director of the interior design program at College Interdec at LaSalle college. One day my friend and colleague Monique Piroth invited me out to lunch across the street from the school for a sandwich we talked about the world of visual merchandising, the program that she was the director of and where our careers would take us.She explained that the college wanted her to go to Singapore to step into the role of the director of the visual merchandising program at La Salle international Fashion School in Singapore, an affiliate of LaSalle College, because our friend and colleague Guy Lapointe had to return to Montréal to tend to his ailing father. She effectively said that she didn't want to go and I immediately offered up the option that I would instead. This was one of a series of fateful moments of serendipity that would shape my career for the next 30 years. I never planned to be in retail... It just happened. I wasn't out looking for it, but it somehow found me. And so, after that somewhat joking, off the cuff remark, I was on a plane for Singapore not much more than two weeks later. At that point, my life shifted and instead of practicing architecture in the way that I thought that I would, I shifted into the world of visual merchandising and store design. While running the Visual Merchandising program at LaSalle International Fashion School, I was asked to do a presentation on visual merchandising trends at a Retail Asia conference.To be honest, I had very little insight what trends were shaping the retail world since the whole thing was new to me. I was reading everything I could in retail design magazines and trying to learn about who the voices were in the industry and what they were talking about. I scoured the magazines trying to determine who were the thought leaders in the industry and compiled a short list of people who I thought had great insights and sent out invitations, by fax, for them to provide some insight on what they considered to be major trends in the industry. One of those individuals was a gentleman named Tom Beebe who at the time was the visual merchandising director for a men's fashion store in New York called Paul Stewart.Tom was an enthusiastic participant and when at the end of my one-year tenure in Singapore I arrived in New York I made sure to make a point of connecting with Tom.Tom was gracious and enthusiastically set up meetings for me to meet people in Manhattan so that I could start off on the right foot in a new city and upon a path of the new career. One of those individuals was Gene Moore. Gene was the visual merchandising maven that shaped the visual display direction not just for Tiffany's, where he was the master of storytelling in the small windows on 5th Avenue, but he influenced an entire generation of what were then called window trimmers later being called visual merchandising and display people.Genes work elevated the making of stories in store windows into an art form. I was lucky enough to be invited to spend an afternoon with Gene Moore in the Tiffany display studio on 5th Avenue. It was truly a memorable moment of my career but I confess that at the time, I had very little idea about who Gene Moore was and why I might have otherwise treated him with extraordinary reverence. I think the few hours that I spent there were kind of like when you meet someone who's famous but you actually have no idea who they are and so the conversation is casual and unpretentious, and you don't spend time worrying about what you're saying or trying to play to their preferences. Gene didn't have to take the meeting. But he did and shared his delight and passion for his profession with a total newbie with nothing but questions and awe for making magic in retail stores.What an honor…Another of the introductions that Tom Beebe made for me was to the late great Peter Glenn.Peter invited me into his home on Sniffin Court on 36th St. east of Madison where he talked about the world of retail stores and customer experience – his specialty - over a freshly brewed pot of English tea.I look back now at how fortunate that I was to meet these two luminaries in the most early days of my retail career and grateful I am to have had an industry friend like Tom Beebe who, out of the goodness of his heart and genuine love of retail and visual merchandising, shared his passion for the industry as well as his connections to some of the great influencers of the day.Over the years my path has crossed with Tom.His passion hasn't waned neither for the world of creating compelling retail places with stunning and cleaver visuals nor his love of one of his mentors Gene Moore. Tom gave a compelling and impassioned retrospective presentation on Gene Moore, with another industry friend and colleague Eric Feigenbaum, at the International Retail Design Conference in 2023.Both of them aficionados and ombudsmen for the world of visual presentation – Eric being the New York Editor for VMSD magazine and a standout writer and educator in the field.In New York I settled in as the resident architect at a small 3-4 person consulting firm called New Vision Studios lead by another industry icon Joe Weishar. Another strange serendipitous occurrence since I had read Joes book “Design for Effective Selling Space' while in Singapore and had canvassed Joe for a trends report for the Singapore presentation but… he was a non-responder. Ironically I end up working for him.Joe Weishar truly taught me what I know in the retail design and visual merchandising world bringing together the art and science of visual presentation in the making of great stores.In the late 90's, and into the next decade, the world of retail and visual merchandising was magical. The Christmas season in New York meant the NADI show, showroom parties that were spectacular and windows on 5th Avenue were a must-see event.During those years there were a number of people in the New York area who were making things happen in the retail design space. These were the people who were a few years ahead of me in their careers and unbeknownst to them, became my mentors from a distance. James Mansoor, Tom Beebe, Eric Feigenbaum, Linda Fargo, Judy Bell, Ellie Chute and Denny Gerdeman, Ken Walker…A bit later, in the mid 2010's there was Christian Davies, Harry Cunningham, Ray Esheid, Anne Kong and Elisabeth Jacobson, Bevan Bloomendaal, Ignas Gorischek, Linda Lombardi, Bill Goddu, Christine Belich, Tony Mancini - All who had begun to create a wave of new thinking about retail stores and how to design them. And there was James Damian…I knew James Damien more by name and for the fact that at that time he was the head of Design at Best Buy. Things that were happening at Best Buy were extraordinary. The creation of magnolia, the introduction of Apple shops - within an electronics mass merchant - and the complete rethinking of that category of Retail stores was about.But more than that it was a presentation that I saw James giving at the International Retail Design Conference in Atlanta in 2005 or 2006 that completely left me awestruck. I can't truly remember what James was talking about, but I distinctly remember him becoming emotional on stage and needing to take a moment to gather himself. That moment of vulnerability began to change my thinking about being an impassioned, creative an emotional leader.If a senior leader at a major electronics company could become ‘Verklempt' on stage… I don't know… it just captured my imagination and I have not since forgotten it.It turns out that, and maybe not so surprisingly, James Damien and Tom Beebe are deeply connected as long time industry friends and colleagues but also grew up in the retail industry under the mentorship of none other than... Gene Moore of Tiffany's.Are you getting all these weird crossovers of interconnectedness? I don't even think that there's 7° of separation here I think like there's this interconnected interwoven set of interdependencies and crossing paths that keep on surrounding my retail career. In any case, James Damien was another one of those names, luminaries of the retail industry who I, from a distance, would admire and borderline stock over the years watching and following what he was doing in hopes that I would learn what the secret sauce of creating great retail spaces was.And so, it may also not seem as a surprise that I would eventually find my way to getting James Damien as a guest on this podcast and that it would be a delightful conversation that unfolds with ease and mutual admiration. Which to me, makes it all the more special. I have held such great respect for James over the years and that unbeknownst to me he shared the same feelings. I'm not sure whether it's because I followed him, and the others I've mentioned so closely, that my ideas about great retail space, visual merchandising and leadership are so similar or that somehow, independent of each other, we both grew to believe in the same things. In any case, the points of connection are plentiful.James came up in the world of Retail in the windows. Really from the artistic side rather than the  corporate leadership side and I think that gave him a different sensibility that is emotionally closer perhaps to what happens on the sales floor.He took a risky step out of the windows into the machine of corporate retail in a somewhat unlikely segment – consumer electronics – with Best Buy. While at Best Buy, James and his group led innovation and new concept stores making them the most profitable in the history of the company to date. James drove a culture of innovation within Best Buy and consequently transformed the 'Big Box' consumer electronics retail format. He pioneered the company's “new store” experience by integrating creative visual merchandising and design into the overall corporate vision. During his time the Store count went to 1400 from 275 and the stock soared from $7 a share to $110.While there James, evolved into a Senior Executive and consummate business leader who drove major change across the consumer retail industry by leveraging the power of design thinking as a strategic advantage, delivering economic success.Through his own moments of serendipity, James' skills, experience and passions landed him the role as Chairman of the Board for Buffalo Wild Wings from 2008 to 2017. While in this role, he helped to shift corporate focus to an employee and customer-centric culture with the goal to become the ultimate social experience for sports and gaming fans.James Damian is a Design Thinking practitioner, Creative Strategist and Motivational Speaker at International CEO Summits. In his talks he illustrates how to create a Customer Centric Culture through Design Thinking where Culture precedes Strategy, creating growth through an integrated, collaborative, interdisciplinary process.James knows the power of a good pause… he can tell a good story and he has had some remarkable experiences to share.I have hung on every word in his presentations that I have had the good fortune to listen to and our talk was no exception.             *                         *                         * ABOUT DAVID KEPRON:LinkedIn Profile: linkedin.com/in/david-kepron-9a1582bWebsites:  https://www.davidkepron.com    (personal website)vmsd.com/taxonomy/term/8645  (Blog)Email: david.kepron@NXTLVLexperiencedesign.comTwitter: DavidKepronPersonal Instagram: https://www.instagram.com/davidkepron/NXTLVL Instagram: https://www.instagram.com/nxtlvl_experience_design/Bio:David Kepron is a multifaceted creative professional with a deep curiosity to understand ‘why', ‘what's now' and ‘what's next'. He brings together his background as an architect, artist, educator, author, podcast host and builder to the making of meaningful and empathically-focused, community-centric customer connections at brand experience places around the globe. David is a former VP - Global Design Strategies at Marriott International. While at Marriott, his focus was on the creation of compelling customer experiences within Marriott's “Premium Distinctive” segment which included: Westin, Renaissance, Le Meridien, Autograph Collection, Tribute Portfolio, Design Hotels and Gaylord hotels. In 2020 Kepron founded NXTLVL Experience Design, a strategy and design consultancy, where he combines his multidisciplinary approach to the creation of relevant brand engagements with his passion for social and cultural anthropology, neuroscience and emerging digital technologies. As a frequently requested international speaker at corporate events and international conferences focusing on CX, digital transformation, retail, hospitality, emerging technology, David shares his expertise on subjects ranging from consumer behaviors and trends, brain science and buying behavior, store design and visual merchandising, hotel design and strategy as well as creativity and innovation. In his talks, David shares visionary ideas on how brand strategy, brain science and emerging technologies are changing guest expectations about relationships they want to have with brands and how companies can remain relevant in a digitally enabled marketplace. David currently shares his experience and insight on various industry boards including: VMSD magazine's Editorial Advisory Board, the Interactive Customer Experience Association, Sign Research Foundation's Program Committee as well as the Center For Retail Transformation at George Mason University.He has held teaching positions at New York's Fashion Institute of Technology (F.I.T.), the Department of Architecture & Interior Design of Drexel University in Philadelphia, the Laboratory Institute of Merchandising (L.I.M.) in New York, the International Academy of Merchandising and Design in Montreal and he served as the Director of the Visual Merchandising Department at LaSalle International Fashion School (L.I.F.S.) in Singapore.  In 2014 Kepron published his first book titled: “Retail (r)Evolution: Why Creating Right-Brain Stores Will Shape the Future of Shopping in a Digitally Driven World” and he is currently working on his second book to be published soon. David also writes a popular blog called “Brain Food” which is published monthly on vmsd.com.  The next level experience design podcast is presented by VMSD magazine and Smartwork Media. It is hosted and executive produced by David Kepron. Our original music and audio production by Kano Sound. The content of this podcast is copywrite to David Kepron and NXTLVL Experience Design. Any publication or rebroadcast of the content is prohibited without the expressed written consent of David Kepron and NXTLVL Experience Design.Make sure to tune in for more NXTLVL “Dialogues on DATA: Design Architecture Technology and the Arts” wherever you find your favorite podcasts and make sure to visit vmsd.com and look for the tab for the NXTLVL Experience Design podcast there too.

Today's guest is Paul Webb, Global ServiceNow Practice Leader at EY. Based in San Francisco, Paul is responsible for EY's services and solutions that leverage the platform for both IT and the Enterprise. He brings three decades of experience in IT strategy, organizational alignment, application development, systems implementation, operating model transformation and IT infrastructure management, cost optimization and benchmarking to his work. Paul has helped Fortune 1000 companies derive added value from information technology and has deep experience working in diverse industries ranging from high technology, aerospace & defense, automotive, healthcare and financial services. His strategic guidance has encompassed IT centralization, M&A integration, strategic sourcing, offshore/near shore product development, data center consolidation/rationalization, acquisition integration and business/IT alignment. In this episode, Paul talks about: His background in Digital Transformation & growing multimillion-dollar businesses, Navigating EY's decentralized structure, fostering collaboration and driving strategy, Having mutual concern & emphasizing building relationships, Their focus on Responsible AI and operational technology growth, How servant leadership fosters team loyalty and success, Why managing up and effective communication is crucial, Focus on AI, risk management, cybersecurity and consumer-grade experience

Gianna is the Co-Founder and Practice Leader at Vita Assure, a Canadian brokerage firm that specializes in employee benefits for small and medium-sized enterprises in Quebec and Ontario. Vita Assure works with all insurance providers, including Canada Life, Manulife Financial, Sun Life Financial, and many more,to offer thousands of their clients' employees the best group insurance, group retirement, employee wellness, and other non-traditional employee benefits at a lower cost. Canada's workplaces are undergoing enormous transformation, and as a result, businesses must make significant employee benefit adjustments. Gianna has 20 years of experience working with the payroll, HR, and finance departments to create employee benefit plans that take into account the changing demands of the workforce. In the past, she developed an accelerated curriculum for insurance professionals seeking certification in group insurance and published 360 Degrees of Group Insurance, a training guide on industry best practices. Connect with Gianna: https://www.linkedin.com/in/giannaricciardi/ https://www.vitaassure.com/#benefits This episode is sponsored by: DirectSuggest: ⁠⁠⁠⁠https://www.directsuggest.com/subscribe.php?id=6992⁠⁠⁠⁠ Use Promo Code: HumanHR Connect with Traci here: ⁠⁠⁠https://linktr.ee/HRTraci⁠⁠⁠ Don't forget to rate this podcast 5 stars, leave a review, and subscribe!   Disclaimer: Thoughts, opinions, and statements made on this podcast are not a reflection of the thoughts, opinions, and statements of the Company Traci Chernoff is actively employed by. --- Send in a voice message: https://podcasters.spotify.com/pod/show/hrtraci/message Support this podcast: https://podcasters.spotify.com/pod/show/hrtraci/support

Our special guest is Jeff Sovern, Professor at the University of Maryland Francis King Carey School of Law. In March 2022, the CFPB announced that it had revised its exam manual to instruct its examiners to apply the “unfairness” standard under the Consumer Financial Protection Act to conduct considered to be discriminatory, whether or not it is covered by federal laws that expressly prohibit discrimination. The changes were subsequently vacated by a federal district court in a lawsuit brought by several trade groups challenging the changes and the Fifth Circuit has stayed the CFPB's appeal from that decision pending the U.S. Supreme Court's decision in CFSA v. CFPB. In this episode, we first review the background of the exam manual changes, the industry response, and the district court's decision. We then take a close look at the key arguments both in support of and against upholding the decision. We conclude with a discussion of the use of disparate impact in applying the unfairness standard to discriminatory conduct and the appropriateness of the CFPB's use of changes to its exam manual to announce its new interpretation of the standard. Alan Kaplinsky, Senior Counsel in Ballard Spahr's Consumer Financial Services Group, leads the discussion, joined by Richard Andreano, a Partner in the Group and Practice Leader of the firm's Mortgage Banking Group.

In this episode of The Power Producers Podcast, David Carothers is joined by Abby O'Brien, Practice Leader of Risk Management at Florida Risk Partners. David and Abby discuss their approach to modernizing sales and leveraging technology at their agency. Key Topics: Overview of Killing Commercial's upcoming Technology and Tactics for Commercial Producers: Commercial Insurance Sales Bootcamp on March 27th highlighting tech stack and workflows The impact of competitive spirit and teamwork on success Strategies for leveraging ADHD in a professional setting Future focus on middle-market production The role of technology in enhancing client relationships and sales processes The importance of ethical competitiveness and creativity within industry rules Connect with: Abby O'Brien Linkedin David Carothers LinkedIn Visit Websites: Technology and Tactics for Commercial Producers: Commercial Insurance Sales Bootcamp Killing Commercial Florida Risk Partners The Extra 2 Minutes

In this episode of The Power Producers Podcast, David Carothers is joined by Abby O'Brien, Practice Leader of Risk Management at Florida Risk Partners. David and Abby discuss their approach to modernizing sales and leveraging technology at their agency. Key Topics: Overview of Killing Commercial's upcoming Technology and Tactics for Commercial Producers: Commercial Insurance Sales Bootcamp on March 27th highlighting tech stack and workflows The impact of competitive spirit and teamwork on success Strategies for leveraging ADHD in a professional setting Future focus on middle-market production The role of technology in enhancing client relationships and sales processes The importance of ethical competitiveness and creativity within industry rules Connect with: Abby O'Brien Linkedin David Carothers LinkedIn Visit Websites: Technology and Tactics for Commercial Producers: Commercial Insurance Sales Bootcamp Killing Commercial Florida Risk Partners The Extra 2 Minutes

Join us as we have a conversation with Marc Relford from EPAM to uncover the landscape of Composable Commerce and its role in equipping businesses for an unpredictable future. As we navigate through the complexities of EPAM's Salesforce Commerce and Experience Cloud Practices, Marc shares his invaluable insights from leading digital transformations and pioneering innovative products like the Swiffer. Listen in as we explore the emergence of composable e-commerce architecture, a game-changer that offers businesses the flexibility to pivot and innovate with ease. Our conversation delves into how EPAM spearheads this shift through modular enhancements, avoiding the need for extensive overhauls. We also shed light on the power of AI, from its predictive capabilities to the exciting realm of generative AI and its profound impact on enhancing customer experiences, streamlining business strategies, and fortifying businesses to be adaptive, scalable, and primed for the future.  Don't miss this episode that promises to arm you with the strategies and insights needed to thrive in the ever-evolving world of e-commerce. Show Highlights: The transition from predictive to generative AI and its influence on customer experience and business analytics. Strategies for implementing composable e-commerce architecture incrementally to avoid disruption. The role of continuous learning and innovation within the Salesforce ecosystem. The future of e-commerce shaped by customer behavior changes and technological advancements. Insights into EPAM's approach to facilitating digital transformations and their experience with various commerce technologies. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Join the Commerce Cloud Community: http://sforce.co/commercecrew *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.

Sylvain Garguilo, Practice Leader, Elsa Guillais, Director et Agnès Rodriguez Raig, Senior Manager, discutent de la nouvelle loi immigration récemment promulguée par le président Macron et de ses impacts sur les travailleurs étrangers en France et les entreprises faisant appel à de la main d'œuvre étrangère. *Veuillez noter que cet épisode est en français.English:Practice Leader Sylvain Garguilo, Director Elsa Guillais and Senior Manager Agnes Rodriguez Raig discuss the French immigration law recently promulgated by President Macron, its impacts on foreign workers in France and on companies using foreign labor.*Please note this episode is in French.

In October 2023, the CFPB issued a groundbreaking proposal on personal financial data. This episode, which repurposes a webinar, begins with a review of the background of the rulemaking. We then discuss key provisions of the proposal, including the entities, data, and financial products and services that would be covered, the obligations that would be imposed on covered entities, and exceptions to the proposal's requirements. We also look at the compliance timeline, practical takeaways, and the proposal's operational impact on covered entities. We conclude with a discussion of the CFPB's advisory opinion dealing with consumer requests for information. Alan Kaplinsky, Senior Counsel in Ballard Spahr's Consumer Financial Services Group, moderates the discussion joined by Ronald Vaske, a partner in the Group, Kristen Larson, Of Counsel in the Group, and Gregory Szewczyk, a Ballard Spahr partner and Practice Leader of the firm's Privacy and Data Security Group.

Shannon is the Practice Leader of Lockton's Global People Solutions team in the United States where she works with multinational companies, helping them organize and manage their global benefits programs.  Mentioned on the Show:Lockton People Solutions: https://global.lockton.com/us/en/products-services/people-solutionsConnect with Shannon Boyle on LinkedIn: https://www.linkedin.com/in/shannon-boyle-8299604Learn more about Shannon at Lockton: https://global.lockton.com/us/en/news-insights/shannon-boyle-named-practice-leader-of-lockton-global-people-solutionsTimestamps:(2:14) - Welcoming Shannon.(2:54) - How did you get into global benefits?(4:59) - How should a leader think about rewards and benefits globally?(7:20) - When does it make sense to bring global benefits oversight in-house and when is it better to keep it with a global PEO model?(8:20) - Are there good global payroll companies?(12:24) - Can you talk about the variety of benefits from country to country? (16:01) - Where do you start when consulting with a new client?(23:16) - Are companies looking for equality or equity when it comes to benefits across the globe?(25:58) - What is the state of wellness or well-being programs around the world?(31:17) - How should employers think about managing small and large populations under the same umbrella?(34:01) - Has EAP utilization changed around the world?(38:42) - What are best practices for avoiding cross-cultural mistakes?(39:54) - Can you define "governance" when it comes to managing global benefits?(42:32) - How can leaders tap into the local market while keeping decision-making centralized?(44:35) - What types of benefits are available to Expats?(49:16) - What is multi-national pooling?(51:50) - How is Lockton approaching global benefits differently than competitors?

We are partnering with Carney, Sandoe & Associates to bring you cutting-edge insights and opportunities to learn from and with members of their communities. In today's episode, Kim Garner and Brandon Jacobs join us to discuss DEIB (the B stands for Belonging), the importance of DEIB work across all educational spaces, and the chance for folx in the Philly area to attend their Hiring Forum DEIB event this coming Friday! Kim graduated from Suffolk University with a B.A. in International Business. She began working at Carney, Sandoe & Associates in 2000 as an Operations Associate, and became Associate Director of Operations in 2005, Director of Operations in 2006, and Director of Operations and Conferences in 2010. Kim was promoted to Managing Associate in 2012. As Chief Operating Officer, Placement Group, Kim manages operational budget, oversees operations staff, and explores new technologies to optimize efficiency within the Placement Group. She coordinates hiring, training, and onboarding for new employees, and plans and coordinates all aspects of faculty recruitment conferences, located in cities each year across the country. Kim has also spearheaded the development of CS&A's Women's* Institute (which held its inaugural event in 2017) which focuses on empowerment, professional and personal development, and mentorship of women in education at all stages of their careers. Kim is extremely passionate about the importance of women supporting other women and providing safe space to learn from one another. Brandon is Practice Leader, Diversity, Equity, Inclusion & Belonging (DEIB) Consulting Practice, Search & Consulting Services and also supports our Head of School, Key Administrator, Catholic Schools, and Diversity Leadership Search Practices. Brandon has been instrumental in growing our DEIB Search and Consulting Practices. He has worked with dozens of independent schools, colleges and universities, and education organizations, running retained searches for DEIB practitioners and leading consulting engagements around implicit bias, equitable hiring, BIPOC faculty and staff retention, and other topics. Thanks to financial assistance from New Jersey SEEDS, a nonprofit organization that places high-achieving students from low-income families at selective day and boarding schools across the country, Brandon and his three younger brothers were able to attend The Hill School (PA). At the predominantly white boarding school, Brandon served as the first Black All-School President and, seven years following his high school graduation, would return to his alma mater to assume the dual roles of Director of Inclusion and Diversity and Student Activities Coordinator. While at The Hill School, Brandon was also Director of Student Activities, Class Dean, and Assistant Director of College Advising. Before joining CS&A, Brandon served as the Director of Diversity and Inclusion at The Shipley School (PA) where he led the development and implementation of policies, procedures, and programs that sustained an inclusive school community and curriculum and fulfilled the School's diversity and inclusion goals. Working closely with school administrators, he directed recruitment and retention initiatives to broaden the diversity of the student body and among faculty and staff. To learn more, visit www.carneysandoe.com/toodope. Visit our sponsors and friends of the podcast, Tori and Alex of Cetera Investors and enter code TOODOPE for a discount. Support the podcast on PATREON.

In this episode of Growing in the Green Industry, we welcome Joe Kujawa, Practice Leader of Bruce Wilson & Company. Joe talks about the power and value of peer groups.  Joe talks about the uniqueness that our industry has compared to other industries and how our industry is willing to share information – successes and failures.  He also shares how networking can be intimidating but the importance of it.  This episode is hosted by Skyler Westergard with LandCare and Brett Lemcke with RM Landscape.