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2 episodes with price waterhouse
As Lincoln's Chief Executive Officer and a key driver of the firm's growth from its beginnings, Rob has been instrumental in building its global footprint and a highly desirable culture that prioritizes attracting, retaining and engaging top talent at all levels. As a connected leader within the firm, Rob works closely with Lincoln's investment banking professionals to help them achieve success. He continues to focus on building long-term relationships with clients and prospects, achieving optimal results through his thoughtful, interpersonal and collaborative approach. Rob has nearly 30 years of experience advising leading private equity groups, privately owned businesses and large public companies on divestitures, acquisitions and other strategic initiatives. Rob helped start Lincoln's industrials and consumer practices and led the firm's business services practice for more than a decade. Accordingly, Rob has a deep understanding of how to best position companies for sale, drive competitive processes and negotiate to successful closings. As a recognized advisor and thought leader in the investment banking industry, Rob is a frequent guest on WBBM's Noon Business Hour in Chicago and a speaker and author on mergers and acquisitions-related topics. Rob sits on the board of UNICEF USA and the Dean's Business Council for the Gies School of Business at the University of Illinois. He is also President of the Board of Regents at Saint Ignatius College Prep in Chicago. Prior to Lincoln, Rob worked at Price Waterhouse. His diverse experiences include management positions in Price Waterhouse's investment banking subsidiary and the Transaction Services group. Rob earned a Master of Business Administration from Columbia University Graduate School of Business and a Bachelor of Science from the University of Illinois. Rob is a certified public accountant (inactive).
I am not a huge fan of rom coms. But there was one rom com I just had to see the minute I heard about it. I was drawn to its title. Its title was irresistible. Its title conveyed the central problem in the Book of Numbers. Its title conveyed one of the central challenges in our own lives. The title of this rom com is Jane Austen Wrecked My Life.Jane Austen wrecked my life. Let's dwell on that. Some other person wrecked my life. Some external person or event or disappointment wrecked my life. If my life is not what I want it to be, there is somebody or something else to blame. How often are we tempted to say our own version of Jane Austen wrecked my life? We've all heard, or said, different versions of this.My parents wrecked my life. I still remember the time I came home with an examination where I got a 98. And they said: what happened to the other two points? I still remember the time I came home with my report card. All As and one A-minus. And they said: A-minus?Or: My parents wrecked my life. I was always a creative type. I dreamed of becoming a singer. A writer. An actor. But my parents threw cold water on my dreams: “How are you going to make ends meet,” they would say. “Do you have any idea how many unemployed singers, writers and actors there are,” they would say. They pressured me to become an accountant. I work at Price Waterhouse as an auditor. I am not living my dream. Parents are frequently the target of Jane Austen wrecked my life energy, but there are plenty of other targets.My boss who had it in for me wrecked my life. My co-worker who betrayed me wrecked my life.My business partner who cheated me wrecked my life. My teacher who gave me an unfair grade wrecked my life.My doctor who failed to diagnose and treat my condition properly wrecked my life.In each case, the narrative could well be accurate. The feelings could well be valid. Parents did say: where are the other two points? The boss did have it in for you. Your business partner did cheat you. The doctor did not treat your medical condition properly. But here's the problem: Even if the claim that Jane Austen wrecked my life has some basis, does this energy serve us? Does this energy help us? Or does this energy consign us to a doom loop of reliving past frustration?
In this episode of the Ideas on Stage podcast we spoke with Patricia Ryan Madson. Patricia Ryan Madson is a world authority on improvising in everyday life. She is the author of IMPROV WISDOM: Don't Prepare, Just Show Up. Her book has been translated into nine languages. Patricia is a professor Emerita from Stanford University where she taught since 1977. In their Drama Department she served as the head of the undergraduate acting program and developed the improvisation program. In 1998 she was the winner of the Lloyd W. Dinkelspiel Award for Outstanding Innovation in Undergraduate Education at Stanford. She is a frequent speaker for business and educational groups. Her corporate clients have included: IDEO, Google, Gap Inc.'s Executive Leadership Team, The Lucille and David Packard Foundation, the Banff Centre for Leadership, Sun Microsystems Japan Division, Apple Computers, Adobe Systems, and Price Waterhouse. In this episode, we talked about how the principles of improvisation can help you become a more engaging presenter, and communicate with greater authenticity and impact. What You'll Learn:- How to balance preparation with being fully present- How improvisation can make you a better speaker – even if you fear public speaking- Why performance anxiety is really about self-focus – and how shifting your attention can help- How to handle mistakes during a presentation - A simple way to start using improv today to improve your communication skills instantlyWe hope you enjoy it! ———————Patricia Ryan Madson:Book: Improv Wisdom: Don't Prepare, Just Show Up Website: www.improvwisdom.com Blog: www.improvwisdom.blogspot.com Email: improvwisdom@gmail.com Recommended books: Constructive Living by David K. ReynoldsImpro: Improvisation and the Theatre by Keith Johnstone ———————IDEAS ON STAGE RESOURCES Books: ‘Confident Presenter' (https://www.ideasonstage.com/resources/confident-presenter-book/) and ‘Business Presentation Revolution' (https://www.ideasonstage.com/business-presentation-revolution/book/)The Confident Presenter Scorecard: https://ideasonstage.com/score Free Web Class: https://www.ideasonstage.com/uk/masterclass Free Mini-Course: https://bit.ly/confident-presenter-mini-course
This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS Guest: Andrew Simpson Chairman and CEO / Board Member Heart SciencesTicker: HSCSWebsite:https://heartsciences.com/Bio:Andrew Simpson Chairman and CEO / Board Member Heart SciencesSince March 2022, Andrew Simpson has served as our President and Chief Executive Officer. Mr. Simpson has also served as the Chairman of our Board of Directors, since June 2013, and as a director of our Company since July 2012. Mr. Simpson has over 30 years' experience across a variety of business sectors and sizes. He was Group CEO of The Peel Group from 2006 to 2010, which is a large private company in the UK which, at the time, had approximately $8 billion of business assets across the real estate, ports, airports, energy, media, telecoms and environmental sectors. He was a main board director of Speedy Hire plc from 2003 to 2006 (during which time it became a FTSE 250 company) and during his tenure was Managing Director of its Equipment Rental division which had revenues of approximately $200 million and was also responsible for the Group's development and expansion which included seventeen acquisitions and several non-core divestments. Mr. Simpson qualified as a Chartered Accountant with Price Waterhouse and spent eight years working in investment banking at Rothschild, advising on a wide variety of merger and acquisition transactions, debt and equity fundraisings, IPOs and other advisory assignments. Mr. Simpson graduated with first class honors in 1991 from Sheffield Hallam University in the UK where he received a Bachelor of Arts (honors) in Accounting and Management Control.
Jeff Shafer, CEO of CommonGood Capital, speaks with Bill Kelly, former CEO of Chartered Alternative Investment Analyst Association (CAIA), about growing up in Yonkers NY and putting himself through college, learning the value of professional credentials while working for Price Waterhouse (before they added the Cooper), how investing in alternatives is becoming increasingly important for […]
“Coaching isn't about fixing people—it's about helping them unlock their full potential.” Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationFor many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. However, as the industry transforms, many CPAs find themselves seeking something beyond technical expertise: personal growth, leadership skills, and work-life integration. That's where Doug Slaybaugh, CPA (a.k.a., the CPA Coach), comes in. MORE Accounting ARC: Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change A former Big Four auditor and regional firm partner, Slaybaugh now dedicates his career to helping accountants thrive through professional coaching. Slaybaugh's journey into coaching wasn't a straight line. After spending years in public accounting, rising through the ranks at Arthur Andersen and later Price Waterhouse, he realized his passion wasn't just in financial statements—it was in people.
On this Budget Special of The Core Report, financial journalist Govindraj Ethiraj is joined by Uday Ved, Partner at KNAV & Co, E.N. Dwaraknath, Partner at Price Waterhouse & Co LLP and Ajay Srivastava, Founder of Global Trade Research Initiative to talk about the key takeaways from yesterday's Union Budget. SHOW NOTES (00:00) Introduction (07:16) Tax Changes and Simplification in the Budget (09:53) Draft IT Act bill (11:06) Not enough Future-Proofing (14:20) There is a capital shortage (17:16) we need to address sectors specifically like Steel, Textiles, etc (18:43) Trump Tariffs (20:11) TCS and TDS rates (21:38) The 12 lakh tax limit and the Tax Slabs (24:02) What are the Tax exemptions? (25:32) Simplification of Customs Tax Slabs (27:30) Provisions to Foreign investors for Electronic Manufacturing (29:53) FM is focusing more on the PLI than the tax exemption (31:42) Corporate tax (32:55) How is India competitive globally on Corporate tax and Personal tax (34:18) A perspective on Corporate tax (36:32) Smartphone manufacturing and Uncertain Tariff policy (39:17) Final thoughts - Dwarak Narasimhan (40:16) IFSC (42:52) Clean Energy (44:05) Final Thoughts - Ajay Srivastava (45:22) Final Thoughts - Uday Ved Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
On Episode 492 of The Core Report, financial journalist Govindraj Ethiraj talks to Jaspreet Bindra, founder and MD of Tech Whisperer LTd and Co-founder and CEO of Ai&Beyond as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co, LLP, India SHOW NOTES (00:00) The Take (05:38) Markets hit 7 month low, longest losing streak in 23 years (08:57) Oil prices fall on fresh Trump call to OPEC to cut them (10:35) Understanding DeepSeek, where did it suddenly come from? (19:34) India Inc wants a friendlier corporate tax regime Register for India Energy Week, Feb 11-14 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent, emphasizing the importance of due diligence and choosing the right platform. Gerry highlights the value of the Certified Exit Planning Advisor (CEPA) designation and the success of their team, which now manages $875 million in assets. They also explore the complexities of helping business owners plan for life after their companies, including succession planning and leveraging ESOPs. In this episode: 0:01:10 Gerry Spitzer's career journey - Started in accounting, moved to computer sales, then joined Merrill Lynch training program despite high failure rate. Formed a long-term partnership with a colleague from the training program. 0:04:49 Transitioning to independence - Discussed benefits and challenges of working at large brokerages vs. the independent space. Emphasized the importance of due diligence when choosing an independent platform. 0:13:14 Building a team and client base - Described current business with 7 team members and $875M in assets. Serve a mix of clients including business owners, corporate executives, and those inheriting wealth. 0:15:26 Challenges and opportunities in exit planning - Highlighted importance of succession planning for business owners. Shared examples of different exit planning approaches like ESOP transactions. 0:25:23 Navigating the transition process - Discussed resistance from business owners and strategies to overcome it, including building a strong professional team. 0:35:39 Impact of exit planning on clients - Emphasized the referrals and positive outcomes from successful exit planning engagements. Importance of educating centers of influence. 0:39:11 Final thoughts and future goals - Excited about the independent space and opportunities to continue serving high-quality clients. Connect with Gerry: Website: www.questarcap.com Email: gerry@questarcap.com LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/ About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
Media, communications and content specialist, Barbara Weller is with us to talk about her client, Grace O and FoodTrients, a unique program for optimizing wellness and longevity. Grace is a fusion chef with a mission to deliver delicious recipes built on a foundation of anti-aging science and on her 30 years in the healthcare industry. Barbara's experience includes launching the Affinity Development Group, Broadthink, and BroadLit, Inc. Her career began as a journalist and editor where she worked as the Features Editor for the Chicago Daily News, and as the Special Sections Editor, Entertainment Editor and Sunday Magazine Editor of the Chicago Sun-Times. At Broadthink, Barbara's branding, business development, and content management skills provide new directions for interactive, entertainment, and publishing clients. Barbara has developed and launched websites, social media, email programs, brand content, marketing material, cookbooks and investment books. Broadthink works with Fortune 500 companies as well as start-ups to develop and expand their brands, build online communities, translate content into new media, and to connect “all the dots” between a brand and its market. Barbara has also developed television and video programming for ABC, HGTV, Price Waterhouse, and others. Give Your Turkey Some Super Side Dishes! https://foodtrients.com/aging-gracefully/give-turkey-super-sidekicks-dishes/ Spice Up Your Holiday Table with Unique Recipes https://foodtrients.com/aging-gracefully/holiday-dishes-turkey-tips/ BARBARA'S LINKS: Website: http://www.broad-think.com/ LinkedIn: https://www.linkedin.com/in/barbara-weller-66120717/ GRACE O's LINKS: Visit FoodTrients: https://foodtrients.com/ Sign up for the newsletter: https://foodtrients.com/media/newsletter/ Buy Grace's books: https://www.amazon.com/stores/author/B006LOQMGA Instagram: https://www.instagram.com/foodtrients_/ Facebook: http://www.facebook.com/pages/FoodTrients/137772449656774 YouTube: https://www.youtube.com/user/FoodTrients Women Beyond a Certain Age is an award-winning weekly podcast with Denise Vivaldo. She brings her own lively, humorous, and experienced viewpoint to the topics she discusses with her guests. The podcast covers wide-ranging subjects of importance to older women. SHOW LINKS: Website Join our Facebook group Follow our Facebook page Instagram Episode archive Email us: WomenBeyond@icloud.com Denise Vivaldo is the host of WBACA. Her info lives here More of Denise's info is here Cindie Flannigan is the producer WBACA. Her info lives here Denise and Cindie's books
In this episode of the Workforce Connections podcast, special guest host Ricardo Villalobos talks with Grant McCandless, the President & CEO of Social Impact Consultants. Grant's journey from Texas A&M graduate to research and consulting specialist showcases his dedication to service and community impact. With early career experience at Price Waterhouse in Germany and later as a director at RCG Economics, Grant developed his skills in economic research. His current work in Nevada focuses on supporting disconnected youth—those who are neither working nor in school—drawing inspiration from Deepak Chopra's belief in serving the world through unique talents. Grant emphasizes that investing in youth is not only economically beneficial but also the right thing to do, as their success positively impacts their families and communities.The discussion highlights the ambitious "30K by 2030" initiative, which aims to connect 30,000 young people to the workforce by 2030. By investing in this demographic, Nevada could potentially realize an impressive $12 billion in economic growth and $4 billion in cost savings. However, with approximately 42,500 disconnected youth currently in the state, existing funding through organizations like Workforce Connections can only support around 1,000 individuals. This underscores the urgent need for collective action from policymakers, funders, and community members, including Workforce Connections, to address this pressing issue effectively.Grant offers insightful advice for young people, urging them to view their careers as opportunities for growth and to remain resilient in pursuing their passions. He stresses that investing in youth today is crucial not only for their future but also for the prosperity of the entire community. Both he and Ricardo highlight the importance of a collaborative approach to creating positive change and fostering a supportive environment for young people to thrive. Workforce Connections:Connecting Employers to a Ready Workforce | Workforce Connections
On Episode 412 of The Core Report, financial journalist Govindraj Ethiraj talks to Andrew Holland, Mumbai-based CEO at Avendus Capital Public Markets Alternate Strategies as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP, India. SHOW NOTES (00:00) The Take: Whose Data Is It Anyway? (05:00) Markets fall further as cues disappear (05:53) Hyundai Motors IPO is in second gear (07:08) Why India's 11-month market rally is at risk (17:54) Rewriting the Income Tax Act, 1961 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
In this episode, Christopher Mirabile, Executive Chair of Launchpad Venture Group, explores the pivotal role of boards in startup companies and discusses how boards can be both a critical support system as well as a driver of success. We love our listeners! Drop us a line or give us guest suggestions here. Big Ideas/Thoughts/Quotes “Life is too short to suffer with the wrong people in your boardroom.” Startup Boards are different, but still vitally important “Boards have featured prominently in my entire professional life.” “When I was a consultant with the strategy group at Pricewaterhouse, ultimately our work was commissioned by boards and delivered to boards, and those board presentations when I was lucky enough to be in the room as a young person on the team were some of the most high-pressure situations that I ever was in professionally and left a real impression on me.” “When I got into the startup world, I sort of had to unlearn a certain amount of what I'd learned about boards and moved to the end of the spectrum where boards provide as much mentoring and business value as they do governance.” “Startup boards tend to be a little smaller, a little bit more nimble and often the membrane between shareholders and directors is much thinner because you often see meaningful representation direct from the shareholder base on the board.” “When you run into resistance from a founder [about a board], it's often really more of an educational journey than a negotiating journey to try to get them to understand the value of a board.” Why is a board important for a startup? Your investors want it and you're not going to be able to raise money without it and why would you reinvent the wheel when you can have people who made those mistakes before and can help you avoid wasted time and wasted resources. “A big part of what [we] do is help CEOs understand that …if you go into a relationship with your board, it's sort of like an intellectual partnership where you bring the courage to admit you don't have all the answers and you really seek to draw the wisdom out…” …If you show me a CEO that's failing, I'll show you a board that's failing to support that CEO properly … Attitude of Startup board members “I don't want to be anywhere near the blast radius of a startup that fails, so I want to make sure that this company is going to succeed…” Feedback to CEO after a Board Executive Session A great way to give feedback after an executive session is: "Hey, let's just do a little case study here. In the meeting, you said this, here's what they heard..." and then it's not an in-your-face criticism, it's just helping them understand how they're being perceived and how their choice of words and their manner of speaking and their style affects the impact of their communications…I think that can be a very effective non-confrontational way to give quick feedback to a CEO. The Independent Member of a Startup Board “What we're looking for is two things. One is the avoidance of some negatives and the other is certain positives. I'll start with the avoidance of the negatives. We don't want an inexperienced blowhard who has a lot of ego involved in telling people what to do and insisting that their advice be followed, and someone who contributes to a board meeting in a manner which sucks all the oxygen out of the room and makes it super awkward to disagree with them. We're looking for someone who has a little bit of experience, understands boards are a working thing and that startups are an imperfect science and they're not going to be a disruptive or difficult board member. That's the kind of the key negatives that we're looking to avoid. In terms of the positives, really, we want someone who understands the industry dynamics, understands the players, knows who the company and the CEO should be talking to, and has that bigger perspective, who can put the day-to-day operational challenges of the company into a broader industry context, and then ultimately make introductions when it's time to find additional investors or exit the company. So, all we need is a well-behaved genius. It's easy.” Training Board Members “Launchpad now has at least 50 portfolio companies and 40 Launchpad members are either in the boardroom as a director or an observer. That's a pretty large portfolio of board members and observers that the group is adding as human value to the companies.” Our training consists of three things. · One is expectation setting and accountability, · The second is we tend to give the newer investors in our group an opportunity to serve as an observer under an experienced board member for at least a year so they get a little bit of a sense of what it's about. · The third piece is really traditional training and that consists of training we do before they serve on the board and then ongoing training after they've begun. The training we do before is basically making them read the director's guidebook that Ham and I wrote, which really covers all of the basics, and we go to great pains to say, "No, we really mean it when we say we want you to read this. Don't come to the class if you haven't read it because we'll know." · Then we do a class where we give them an opportunity to discuss questions and things that weren't clear from the book and we take them through a whole layer of sort of pragmatic suggestions on how to get that first meeting successful and how to run a good board Overboarding “It's really an issue in the VC world … I think a lot of people draw some measure of professional pride out of being on a board and they can tend to get a little carried away and take on too many board assignments.” “In our experience doing a startup board well, even in a year where it goes pretty well, it's about a 200-hour-a-year commitment.” “We do go out of our way to keep them [people with too many board seats] off the board, and one of the reasons we really prefer to lead rounds is because we want to have a hand in building the board and making sure that we're giving our CEO all the resources she or he needs to succeed and putting the right people around our management team.” Responsibilities of Boards have expanded dramatically “The basics sort of used to constitute most of what a board did, and now a board has so many other jobs, it's really overwhelming a number of things that we expect boards to do and I think that it not only takes away from some of the time that could be spent on the basics, but it creates a ‘whack a mole' kind of a mindset in terms of directors.” Links linkedin.com/in/christophermirabile Bio Christopher Mirabile is the Chair Emeritus of the Angel Capital Association and the immediate past Chair of the U.S. Securities And Exchange Commission's Investor Advisory Committee. He is also the Executive Chair of Launchpad Venture Group, a Boston-based venture investment group focused on seed and early-stage investments in technology-oriented companies. Launchpad is top-three ranked group in the U.S. As a full-time angel investor and an active member of the Boston-area angel investing community, in addition to his Launchpad work, Christopher has personally invested in over 65 start-up companies. He was named one of the "Top Angel Investors in New England" by Xconomy, one of "Boston's Most Helpful Investors" in an entrepreneur survey by Companyon Ventures and is the recipient of the Angel Capital Association's Hans Severiens Award for his contribution to the advancement of angel investing. Christopher has co-authored six books on early stage investing, been a columnist on entrepreneurship for Inc. Magazine, is a co-founder of portfolio management tool www.seraf-investor.com and co-author of the Seraf Compass, a comprehensive web catalog of educational materials about early stage investing, an adjunct lecturer in the MBA program at Babson's Olin School of Business, a regular advisor and mentor to start-ups, and a frequent panelist and speaker. He is a member of the Board of Directors or Board of Advisors of numerous start-up companies and non-profits. Christopher has served as a public company CFO and General Counsel with enterprise software provider IONA Technologies PLC, a corporate and securities lawyer with Testa Hurwitz & Thibeault and as a management consultant with Price Waterhouse's Strategic Consulting Group.
Are you maximizing your tax strategies to avoid costly pitfalls? In this episode of Financially Ever After Widowhood, financial expert, Deborah Schaub, shares with Stacy Francis crucial insights into effective tax planning. With a background working for Fortune 500 companies like Price Waterhouse and IBM, Deborah founded CNB Accounting in 2016 to provide personalized financial advice. She emphasizes that many accountants focus on form-filling rather than strategic planning, a gap she addresses through comprehensive tax planning. Deborah's philosophy is simple yet profound: truly understanding your finances is key to avoiding unnecessary losses. Planning for today, next year, and the future can help reduce tax burdens and prepare for financial changes. A 3.8% tax affects high earners (above $200,000 for singles) at federal, state, and potentially city levels; strategic portfolio management can help minimize this tax. Surviving spouses may face higher taxes due to changes in their filing status; careful planning can mitigate the impact. Coordinated planning with financial advisors and CPAs can significantly reduce tax liabilities and manage higher marginal tax rates, especially important for surviving spouses. Net investment income tax is often underreported, but it can result in significant costs if not managed properly. As income increases, especially for surviving spouses, higher marginal tax rates can exacerbate financial burdens. Charitable deductions and bunching strategies are effective ways to reduce taxable income. Many accountants focus on form preparation rather than strategic planning; proactive tax planning can offer substantial savings. Staying within legal tax boundaries is crucial, but smart planning can still significantly reduce tax liabilities. Women facing divorce or the loss of a spouse often need to change accountants to find someone who listens to their unique financial needs. Understanding taxes and personal finances is key to making informed decisions and avoiding unnecessary financial losses. Resources: Deborah Schaub on LinkedIn Phone: +201-787-6542 Email: cfo@deborahschaub.com CNB Accounting Website Stacy Francis on LinkedIn | X(Twitter) Email: stacy@francisfinancial.com FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
Our guest for today's podcast is Raymond Chan, Partner at Atalaya Capital Management, a leading private credit firm. Ray is responsible for the firm's investing in Financial Assets, which focuses on sourcing and executing specialty finance and other private asset-backed transactions. Prior to joining Atalaya, Ray was a Partner and Co-Founder of TTM Capital, LLC, an investment firm focused on acquiring and lending against portfolios of financial and other assets. Previously, he was a Managing Director and co-head of the Assets Group at Highbridge/Zwirn Capital Management. Earlier in his career, Ray was a member of the Principal Transaction and Principal Finance teams at Lehman Brothers and worked on numerous securitizations across multiple asset classes at Salomon Brothers. He began his career as a consultant at Price Waterhouse, followed by internal consulting and operations roles at Lehman Brothers. He holds a BA in Economics and Political Science from Columbia University. As our podcast listeners know, I have a bias for featuring successful Columbia alumni, my alma mater. Ray's success hits home for me as I knew him as a peer over 30 years ago and I am so happy for all the contributions he is making for the AAPI community, both professionally in his firms's support of AAAIM and personally as a Board Member for Apex For Youth. Without further ado, here is our conversation with Ray Chan.
Vincent Le Faucheur, Avocat associé fondateur d'Optima StratégiesNous avons eu le plaisir de recevoir Vincent Le Faucheur sur Cheat Code pour discuter d'Optima Stratégies.L'entreprise Optima Stratégies a bel et bien compris les besoins des agences d'emploi et a réussi à créer une demande pour ses services.En effet, Optima Stratégies se concentre sur l'amélioration et le maintien de la performance durable des agences d'emploi, en s'appuyant sur trois solutions clés :
Gabriella Mirabelli, listed by Inc. as one of the "5 Unsung Heroes of New Media," is a Consumer Insights Advisor, Personal Strategy Consultant, and Creator & Host of the award-winning Up Next podcast. She leverages her extensive marketing and consumer insights experience to help entrepreneurs and executives develop effective strategies. Previously, she was the EVP of Consumer Insights & Brand Strategy for MRC Media and co-founder of the Emmy award-winning creative agency ANATOMY. Gabriella began her career in organizational consulting at Price Waterhouse and holds a Masters from the London School of Economics and a summa cum laude undergraduate degree from Tufts University. Connect with Gabriella:➡️ LinkedIn: Gabriella Mirabellihttps://www.upnextpodcast.com/About The Lot1 Podcast ✨The Lot1 Podcast is designed for anyone who is interested in or working in filmmaking. Whether you're just starting out or a seasoned veteran, we hope you gain the knowledge you need to improve your craft, achieve your filmmaking goals, or simply get an understanding and appreciation for the roles and duties of your peers and colleagues.
This is the Women of Influence Podcast series, delivering next level insights and expertise live from Globe Street's Women of Influence Conference.The Women of Influence Podcast Series is an exclusive mini-series of The Crexi Podcast, an insider's look at all things commercial real estate, produced in collaboration with GlobeSt. The Crexi team visited Women of Influence and recorded in Lake Tahoe, California, from the floor of the conference, highlighting movers and shakers in commercial real estate. The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, Crexi's Shanti Ryle sits with Tanya Ragan, founder and President of Wildcat Management, and Carmen Perkins, President of CIVITAS, to cover wide-ranging topics, including: Introduction to the Women of Influence Podcast SeriesGuest Introduction: Tanya ReaganTanya's Journey into Commercial Real EstateRevitalizing Downtown DallasFuture of Urban Development in DallasAdvice for Women in Commercial Real EstateCelebrating Women's WinsCarmen Perkins: A Journey in Commercial Real EstateCarmen's Background and Career PathProud Achievements and Key ProjectsChallenges and Career AdviceMentorship and Women in Real EstateCurrent Trends in Commercial Real EstateFuture Outlook and Final ThoughtsConclusion and Contact InformationIf you enjoyed this episode, please subscribe to our newsletter and enjoy the next Podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog.Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease.Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexiAbout Tanya Ragan:At the helm of Wildcat Management, a woman-owned and operated company based in Downtown Dallas, Texas that specializes in real estate investment and development, you will find Tanya Ragan, our founder and President. Tanya is not only an accomplished entrepreneur but also an advocate and leader of the movement to redevelop Downtown Dallas. As a female business owner and self-made entrepreneur, she is breaking barriers for women in commercial real estate, construction, and venture capital. Tanya's remarkable achievements have not gone unnoticed. She was recently honored as a Women Leading Real Estate Award by Bisnow and consistently ranks as a top commercial real estate developer in the Dallas Business Journal's prestigious annual Book of Lists. Her expertise and subject matter knowledge have been widely recognized and celebrated by numerous media news publications and industry organizations. These accolades highlight Tanya's exceptional leadership, innovative approach, and remarkable contributions to the real estate industry. Tanya's commitment to excellence and innovation fuels Wildcat Management's relentless pursuit of success.About Carmen PerkinsCarmen Perkins, President of CIVITAS, brings 25+ years of business experience, with a background in investment banking, real estate finance, and investment management. She served as Executive Vice President of Durham Capital, originating and closing over $4 billion in debt financing. Carmen also worked at Goldman Sachs and Price Waterhouse in M&A and international tax roles. She holds an MBA in Finance from Columbia University, a BA in Economics from the University of Virginia, and serves on several educational and community impact organization boards.About GlobeSt Women of Influence: The Women of Influence Conference is an exclusive two-day event that celebrates the women who drive the commercial real estate industry forward. These influential leaders will discuss the critical issues facing CRE now and in the future, what it means to be a woman in business today and how women CRE leaders can uplift and support each other on their journey to the top. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi
Whether they discover new brands on social media or loyally purchase the same brands as their grandparents, consumers today encounter a variety of products and services designed to satisfy their diverse needs and preferences. The sum of these purchases is a core driver of economic growth. In today's economy, intangible assets play a large role in shaping customer behavior and purchasing habits. Consumers are anticipating a logo, recalling a jingle, or associating a product with an influencer. How does a company determine which of these marketing assets to invest in? How do investors assess the company's intellectual property (IP) to calculate future returns? And how can governments understand whether the businesses in their jurisdiction are creating IP that is likely to fuel economic growth? Brand valuation provides a way to standardize questions such as these. Instead of having to subjectively describe why a brand is valuable, an organization can now quantify, assess, and benchmark intangible assets, and strategize accordingly, through brand valuation exercises.INTA is approaching the valuation and commercialization of brands as a strategic priority within in 2022–2025 Strategic Plan. The Association is committed to provide brand professionals with a solid understanding of brand valuation and evaluation, to help them become key partners to their finance teams and effectively communicate the value of trademarks to both members of the C-suite and externally. Earlier this year, INTA recently published the Presidential Task Force Report on IP Reporting for Brands. Valuation methodologies are also covered in its Finance for Non-Finance Legal Professionals Certificate Program.Today's guest is David Haigh, the founder and CEO of Brand Finance Plc. He is a pioneer and foremost expert in brand valuation. He has worked in the field of branded business, and brand and intangible asset valuation since 1991 and, since 1995, has specialized entirely in this area.Mr. Haigh has represented the British Standards Institution in the working parties responsible for crafting international industry standards and has authored many articles on brand valuation, having been published in numerous marketing and finance newspapers and magazines, including Accountancy Age, the Financial Times, and Marketing Week. He has also lectured on the topic of brand valuation at business schools around the world.Mr. Haigh graduated from Bristol University with an English degree, qualified as a Chartered Accountant with Price Waterhouse in London, and obtained a postgraduate diploma in Marketing from the Chartered Institute of Marketing (CIM). He is a Fellow of The Royal Institution of Chartered Surveyors (RICS) and has a practicing certificate with the Institute of Chartered Accountants in England and Wales (ICAEW).Related ResourcesAbout David HaighAbout the Brand Finance InstituteBrands: Past, Present, and Future (Brand & New, July 2024)IP Reporting for Brands Presidential Taskforce Report (INTA, 2024)Finance for Non-Finance Legal Professionals Certificate Program (INTA)
On Episode 339 of The Core Report, financial journalist Govindraj Ethiraj talks to D K Joshi, chief economist at Crisil Ratings as well as Dwarak Narasimhan, Partner at Price Waterhouse & Co LLP.SHOW NOTES(00:00) The Take(03:55) Stories Of The Day(04:41) Markets on holding pattern, earnings in spotlight.(06:56) India's losing battle with food prices(18:24) New taxes to discourage companies from moving headquarters are coming(28:58) Lufthansa says high prices are causing business travel to shrink, American carriers too report tougher times despite strong trafficListeners! We await your feedback....To collaborate with our Core Brand Studio contact shiva@thecore.inFor more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Area/TopicNew Zealand, Maori, SpiritualityJean-Michel JeffersonOwnerAhipara TravelJean-Michel Jefferson is the founder and CEO of Ahipara Luxury Travel. Educated at various schools in North Africa and the Middle East (son of a diplomat), then Rugby School, and the universities of Exeter and Sheffield, Jean-Michel spent 9 years with Price Waterhouse as a Management Consultant and Aviation Strategist in London and Moscow before ditching the corporate life and starting Ahipara in New Zealand. He grew up with authentic and meaningful travel and this is what he enjoys creating for our clients. He has mentored promising tour providers for a number of years and is always looking for a way to push boundaries, particularly with regard to transformational experiences. Jean-Michel has a special interest in Maori culture and spirituality.https://www.ahipara.com/SummaryJean-Michel Jefferson, owner of Ahipara Travel, shares his journey in the adventure tourism industry and the unique experiences his company offers in New Zealand. He emphasizes the importance of going deep in tourism, creating meaningful connections with local communities, and respecting indigenous cultures. Jean-Michel highlights the significance of Maori culture in New Zealand and the openness of the Maori people in sharing their stories. He also discusses the safety considerations and the advantages of both guided tours and independent travel in New Zealand. Overall, Jean-Michel's passion for creating authentic and immersive experiences shines through in this conversation.TakeawaysGoing deep in tourism involves creating meaningful connections with local communities and respecting indigenous cultures.Maori culture plays a significant role in New Zealand, and the Maori people are open to sharing their stories and traditions.New Zealand offers a range of experiences, from helicopter tours to exploring off-the-beaten-path locations.Safety is a priority in New Zealand, and the country is known for its accessibility and ease of travel. Learn more about the Big World Made Small Podcast and join our private community to get episode updates, special access to our guests, and exclusive adventure travel offers at bigworldmadesmall.com.
$FHTX - Foghorn Therapeutics CEO Shares Timeless Advice & Tells Us How He's Using Biology To Fight Cancer Guest: Adrian Gottschalk, President & CEO Foghorn Therapeutics $FHTX BIO: Adrian is president and chief executive officer of Foghorn Therapeutics. An experienced leader in biotech, Adrian is interested in solving complex issues at the intersection of science, medicine, and business on a global scale to help people and families dealing with diseases. Prior to joining Foghorn, Adrian spent 13 years at Biogen, where he was most recently a senior vice president and the neurodegeneration therapeutic area head. In this role, he was responsible for the late-stage development and commercialization of medicines for Alzheimer's disease, Parkinson's disease, and amyotrophic lateral sclerosis (ALS). During his time at Biogen, Adrian held additional roles of increasing responsibility ranging from head of corporate strategy, head of global commercial strategy, head of Japan, and head of the Japan, Australia and Emerging Markets geographies. He has also worked as a consultant for Price Waterhouse in Dallas, Texas. He holds a BS in biochemistry from Texas A&M University and received his MBA from the Sloan School of Management at MIT. He also holds an ScM degree from the joint Harvard Medical School / MIT Biomedical Enterprise Program, where his graduate work was focused on evaluating the costs and benefits of the Prescription Drug User Fee Acts and improving the efficiency of the drug development process. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
It was during a 9-year tenure at food giant ConAgra Brands that Alejandro Castro became involved in a companywide initiative that would forever alter his approach to leadership and strategic thinking. Born and raised in Mexico, Castro had begun his professional voyage at Price Waterhouse, where he launched a public accounting career from the accounting house's Mexico City office. After ConAgra came knocking several years later, he accepted a position within its Mexico operations that eventually led to a promotion involving relocation to the U.S. and the firm's Omaha headquarters. Castro tells us that this move was pivotal, offering him exposure to the food giant's global operations and strategic involvement at a high level that included participation on a board of directors in Asia. Still, Castro's path took somewhat of an unexpected turn when ConAgra's CEO approached him to help spearhead an initiative designed in part to boost efficient decision-making across the company. In short, ConAgra management had sanctioned the companywide adoption of the GE Work-Out methodology, and Castro was to be stationed along the implementation's front lines. Division presidents, unit leaders, and factory workers alike all now came to be spending face-to-face time with Castro so that everyone together could identify existing behaviors or practices that were undermining efficient decision-making. Castro recalls: "We were able to fix issues that had existed within the company for years and years. We did this by connecting the people who really knew what was going on—the people who were close to the job—and this quickly made a big difference." Now, what might have appeared on paper to be but one career assignment among many suddenly began to accelerate Castro's own understanding of business operations while further establishing his reputation across the company as a leader known for fostering collaboration and driving meaningful change. Says Castro: "For me personally, it was the interaction with the people and talking about the different issues that really altered my whole view of the business." –Jack Sweeney
MANNY'S BIO Manuel D. Medina (Manny) is a remarkable human being - from an idyllic early childhood in Cuba to seeking asylum in the USA to an amazing success, and uniquely American story. He is a highly successful entrepreneur and investor with many decades of leadership experience in the IT infrastructure, cybersecurity, software and data analytics sectors. He is Executive Chairman of Cyxtera, the second company he's taken public (NASDAQ: CYXT) subsequently and recently acquired by Evoque. Remarkably this is not his first rodeo. He saw very early that the internet would require significant infrastructure and “plumbing”. He was Founder, Chairman of the Board and CEO of Terremark, a publicly traded company on NASDAQ (NASDAQ: TMRK) which was eventually acquired by Verizon for an enterprise value of $2 billion. Terremark built and operated the Network Access Point of the Americas, one of the major communications hub in the world and was a leading global provider of managed IT infrastructure services for Fortune 500 enterprises and federal government agencies. He is also Founder and Managing Partner of Medina Capital, an investment firm investing in early stage innovative companies. Manny is an integral figure in Miami's economy and vibrant innovation ecosystem at large. He founded and is chairman of the board of eMerge Americas, the premier B2B technology event connecting the U.S., Latin America and Europe (the “SXSW of Miami”). Through his leadership, eMerge Americas has helped establish Miami as the hub for the technology industry in the Americas and has had a multi billion dollar economic impact on the State of Florida supporting thousands of jobs. He is a frequent speaker on topics ranging from technology trends and global business to entrepreneurship and has served as either a keynote speaker or panelist at large investor conferences and tradeshows, as well as NBC News, CNBC, Bloomberg TV and Fox Business. Manny was born in Matanzas, Cuba and immigrated with his family to the United States in 1965 at 13 years of age. with his family. He holds a Bachelor of Science degree in Accounting from Florida Atlantic University and began his career as a certified public accountant at Price Waterhouse. MANNY RELATED LINKS Manny's Wikipedia Taking Cyxtera public Cyxtera Profile eMerge Americas Miami as a tech hub Verizon buys Terremark GENERAL INFO| TOP OF THE GAME: Official website: https://topofthegame-thepod.com/ RSS Feed: https://feed.podbean.com/topofthegame-thepod/feed.xml Hosting service show website: https://topofthegame-thepod.podbean.com/ Javier's LinkTree: https://linktr.ee/javiersaade & Bio: https://tinyurl.com/36ufz6cs SUPPORT & CONNECT: LinkedIn: https://www.linkedin.com/showcase/96934564 Facebook: https://www.facebook.com/profile.php?id=61551086203755 Twitter: https://twitter.com/TOPOFGAMEpod Subscribe on Podbean: https://www.podbean.com/site/podcatcher/index/blog/vLKLE1SKjf6G Email us: info@topofthegame-thepod.com THANK YOU FOR LISTENING – AVAILABLE ON ALL MAJOR PLATFORMS
In this insightful episode of "Supply Chain Next," host Richard Donaldson engages with Mike Robinson, a visionary in the retail and logistics sector. Mike shares his diverse career trajectory, starting from his early days at Johnson & Johnson in Pennsylvania, moving through significant roles at Price Waterhouse, and finally delving into the world of supply chain and logistics. The episode delves into Mike's unique experiences, including his pivotal role in digital transformation at Macy's, where he led a tenfold revenue growth and established Macys.com as a leading digital retailer. His journey also includes impactful stints at Gap and his current influential position at The Eighth Notch (T8N), focusing on sustainable logistics solutions. Throughout the conversation, Mike emphasizes the importance of AI in retail, discussing how it enhances customer experiences and drives efficiency. The discussion also covers his approach to leadership, treating technologists with empathy to unlock innovation. As the episode progresses, Mike and Richard explore the challenges and opportunities in implementing technology across various industries, particularly focusing on AI's role in optimizing delivery schedules and the potential of circular economy practices in supply chain management. The episode concludes with Mike's insights on entrepreneurship, the value of experience in the startup ecosystem, and his vision for the future of retail and supply chain management. https://t8notch.com/ Mike Robinson - Industry Vertical Advisor, Retail and Consumer Goods; Head of Retail Operations, The Eighth Notch https://www.linkedin.com/in/mike-robinson/
Diving into the life, lessons, and greatness of Phil Knight from his book, Shoe Dog. -----4:45 - Work as Play I asked myself: What if there were a way, without being an athlete, to feel what athletes feel? To play all the time, instead of working? Or else to enjoy work so much that it becomes essentially the same thing.7:15 - The Two VoicesGo home, a faint inner voice told me. Get a normal job. Be a normal person. Then I heard another faint voice, equally emphatic. No, don't go home. Keep going. Don't stop.9:30 - Marketing and BeliefDriving back to Portland, I'd puzzle over my sudden success at selling. I'd been unable to sell encyclopedias, and I'd despised it to boot. I'd been slightly better at selling mutual funds, but I'd felt dead inside. So why was selling shoes so different? Because I realized, it wasn't selling. I believed in running. I believed that if people got out and ran a few miles every day, the world would be a better place and I believed these shoes were better to run in. People, sensing my belief, wanted some of that belief for themselves. Belief I decided. Belief is irresistible.15:15 - On ImbalanceI was putting in six days a week at Price Waterhouse, spending early morning and late nights and all weekends anf vacations at Blue Ribbon. No friends, no exercise, no social life–and wholly content. My life was out of balance, sure, but I didn't care. In fact, I wanted even more imbalance. Or a different kind of imbalance.18:50 - On LeadingOne lesson I took from all my home-schooling about heroes was that they didn't say much. None was a blabbermouth. None micromanaged. Don't tell people how to do things, tell them what to do and let them surprise you with their results.23:15 - Competition is ForgettingPeople reflexively assume that competition is always a good thing, that is always brings out the best in people, but that's only true for people who can forget the competition. The art of competing, I'd learned from track, was the art of forgetting, and I now reminded myself of that fact. You must forget your limits. You must forget your doubts, your pain, your past. You must forget that internal voice screaming, begging, “Not one more step.” And when it's not possible to forget it, you must negotiate with it. I thought over all the races in which my mind wanted one thing, and my body wanted another, those laps in which I'd had to tell my body, “Yes, you raise some excellent points, but let's keep going anyway…25:30 - Grow or DieLeaning back in my recliner each night, staring at the ceiling, I tried to settle myself. I told myself: Life is growth. You grow or you die.32:30 - One Final NoteI'd tell men and women in their mid-twenties not to settle for a job or a profession or even a career. Seek a calling. Even if you don't know what that means. Seek it. If you're following your calling, the fatigue will be easier to bear, the disappointments will be fuel, and the highs will be nothing like you've ever felt.-----Check out my new book Chasing Greatness: Timeless Stories on the Pursuit of Excellence
For as long as work has existed, new technologies have been a double edged sword for the workforce, making some jobs easier to do and making others obsolete. With data collection, computer processing, automation, and generative AI being implemented daily within our workforce, this issue has never been more apparent than today. Educators and authors Dr. Anna Tavis and Stela Lupushor are at the forefront of the fight for human capital, to make sure that technology is set to enhance the worker experience, not to replace it. Dr. Anna Tavis is Clinical Professor and Academic Director of Human Capital Management Department at NYU School of Professional Studies, Senior Fellow with the Conference Board, and the Academic in Residence with Executive Networks. She is a former Executive Editor of People+Strategy Journal, a publication of SHRM's Executive network and is currently an Associate Editor of Workforce Solutions Review of IHRIM. Stela Lupushor is an Adjunct Faculty Adjunct Faculty at the NYU School of Professional Studies. She is also a Senior Fellow in Human Capital Center and the Program Director for The Conference Board Strategic Workforce Planning Council, and leads Reframe.Work Inc. where she consults on how to create inclusive workplaces through the use of technology, human-centered design, people analytics, and future-thinking. Previously Stela consulted at Fidelity Investments, TIAA, IBM, Price Waterhouse, and PwC Consulting. Together, the pair have combined their vast amount of experience in the HR world to write their book, Humans at Work: The Art and Practice of Creating the Hybrid Workplace where they've compiled all their strategies on how to develop a human centric workforce that uses technology to help improve their people, and ultimately, the way they do business. This is another podcast you're not going to want to miss, especially with stories about the impact of AI dominating the headlines almost everyday, so with that…let's bring it in!
The National Museum of Mathematics, MoMath for short, is a magical place in Manhattan NYC where you can experience mathematics. This is the only museum in North America dedicated to mathematics and it is an immersive experience like no other. With colourful hands-on exhibits, unique learning technologies, interactive games, and artwork, this is a place where children and adults alike are inspired to think and learn about math. I had the pleasure of experiencing MoMath a few weeks ago when Cindy Lawrence, CEO of MoMath, gave me a tour. In this episode I speak with her about how MoMath enables learning and how she helped found this unique place. Cindy Lawrence is the Executive Director and CEO of the National Museum of Mathematics in New York City. As an accountant, her education and career has been rooted in mathematics. She worked at Price Waterhouse as an auditor and later moved to Newsday as a senior accountant in the newspaper's budget and financial management group. After becoming a mother, Cindy decided to move toward education by joining Becker Professional Education, working in various capacities on the organization's CPA exam review program. She taught students all over the globe and was named one of four national editors for the program. In 2009, a friend approached Cindy with an idea to open a mathematics museum. This was the start of an exciting and life-changing project that has created incredible impact. MoMath: https://momath.org buzzfeed.momath.org momath.org/masters23testimonials
Synopsis: Adrian Gottschalk is the president and CEO of Foghorn Therapeutics, a clinical-stage biotechnology company pioneering a new class of medicines that treat cancers and other serious diseases by correcting abnormal gene expression. Adrian discusses his early beginnings at Biogen before joining Foghorn. He talks about the evolution of his role as CEO at Foghorn, particularly as the company has grown tremendously from a small biotech to a clinical- stage company. He discusses the work his team is pursuing at Foghorn, the overall landscape for therapeutic options in oncology, and what's changed with our ability to modulate gene expression. He also dives into Foghorn's pipeline of over 15 different programs and its two major collaborations with Merck and Loxo Lilly Oncology. This interview was recorded in February 2023. Biography: Adrian Gottschalk is president and chief executive officer of Foghorn Therapeutics. An experienced leader in biotech, Adrian is interested in solving complex issues at the intersection of science, medicine, and business on a global scale to help people and families dealing with diseases. Prior to joining Foghorn, Adrian spent 13 years at Biogen, where he was most recently a senior vice president and the neurodegeneration therapeutic area head. In this role, he was responsible for the late-stage development and commercialization of medicines for Alzheimer's disease, Parkinson's disease, and amyotrophic lateral sclerosis (ALS). During his time at Biogen, Adrian held additional roles of increasing responsibility ranging from head of corporate strategy, head of global commercial strategy, head of Japan, and head of the Japan, Australia and Emerging Markets geographies. He has also worked as a consultant for Price Waterhouse in Dallas, Texas. He holds a BS in biochemistry from Texas A&M University and received his MBA from the Sloan School of Management at MIT. He also holds an ScM degree from the joint Harvard Medical School / MIT Biomedical Enterprise Program, where his graduate work was focused on evaluating the costs and benefits of the Prescription Drug User Fee Acts and improving the efficiency of the drug development process.
In this episode, we are sharing the highlights from our webinar ‘Living Well with Progressive MS' with Dr Phil Startin and Professor Helen Reese Leahy. Both Phil and Helen have progressive MS and follow the Overcoming MS Program. They discuss what progressive MS is and how the Overcoming MS Program can benefit people with progressive MS. This webinar was recorded in July 2021 as part of our Finding Hope with Overcoming MS webinar series. You can watch the whole webinar here or the podcast highlights on YouTube here. Keep reading for the key episode takeaways and bio information. Make sure you sign up to our newsletter to hear our latest tips and news about living a full and happy life with MS. And if you're new to Overcoming MS, visit our introductory page to find out more about how we support people with MS. Selected Key Takeaways Overcoming MS is for every type of MS Helen Rees Leahy: “Overcoming MS is really determined to be an inclusive space in which everybody's experience of MS is acknowledged and honoured. So, though we [people with progressive MS] may be small in number, our voice is growing, and we're very much being heard within the Overcoming MS conversation.” Exercise is still important with progressive MS but be gentle and kind with yourself Phil Startin: “Be kind to yourself, try not to judge [and] compare what you can do now to what you used to be able to do. I've certainly spoken to people who refuse to exercise saying exercising reminds them of what they now can't do and that's really upsetting. We still need goals but hold them more lightly [and] more gently.” Think of the Overcoming MS Program as a toolkit rather than a set of rules Helen Reese Leahy: “I started following the Overcoming MS Program in the 2000s. It's become a framework for my daily life. I've never been eligible for any disease-modifying therapy, so in a sense, Overcoming MS is my health care programme. I feel very empowered by following the Program. I am taking responsibility and managing my own health to the best of my ability. I always regard Overcoming MS not as a book of rules, but as a kind of toolkit and to be honest, I really enjoy following the Program.” More info and helpful links: Watch the original webinar here Try yoga with Overcoming MS facilitator Veronique Gauthier-Simmons here Read more about Progressive MS Join the Progressive MS Circle New to Overcoming MS? Visit our introductory page Visit the Overcoming MS website Follow us on social media: Facebook Instagram Twitter YouTube Pinterest Don't miss out: Subscribe to this podcast and never miss an episode. Listen to our archive of Living Well with MS episode here. If you like Living Well with MS, please leave a 5-star review. Feel free to share your comments and suggestions for future guests and episode topics by emailing podcast@overcomingms.org. Make sure you sign up to our newsletter to hear our latest tips and news about living a full and happy life with MS. If you enjoy this podcast and want to support the ongoing work of Overcoming MS, you can leave a donation here. Dr. Phil Startin's bio: Career and Overcoming MS: After a DPhil in Quantum Physics, Phil left his academic roots for a more peripatetic career in management consulting, initially with Price Waterhouse. After years of travelling around the world for both work and pleasure, including a two-year assignment in Geneva, he was diagnosed with Primary Progressive MS (PPMS) in 2007. Phil discovered Overcoming MS in 2011, and coupled with his earlier discovery of mindfulness meditation, it awakened a whole new area in his life. With training and supervision from Bangor University, he now teaches an eight-week mindfulness-based stress reduction (MBSR) course to people with MS and to the general community on a pro-bono basis. He is also a trustee for MS-UK. Personal life: Phil lives in Arrochar, Scotland with his American wife, Cristina, whom he met over a weekend at the Jazz Fest in New Orleans. Phil's completely convinced that the Overcoming MS Program and mindfulness have positively affected the trajectory of his condition Professor Helen Rees Leahy's bio: MS and Overcoming MS: Helen was diagnosed with Primary Progressive MS in 1997 when she was 37 years old. Being ineligible for any Disease Modifying Treatment (DMT) within the UK National Health Service, she began to explore holistic approaches to managing her condition. She discovered Overcoming MS in 2008 and has followed the Program ever since. She was previously a Trustee for Overcoming MS. Personal life and career: Helen lives in Conwy, a small, medieval town in North Wales. In 2017, she took medical retirement from the University of Manchester where she was a Professor in the Department of Art History and Cultural Practice. As an Emerita Professor, Helen continues to research and teach doctoral students. She also spends time hand-weaving and learning Welsh, the language of her ancestors.
Sean McGould – the founder/CEO of the Lighthouse Group – a $15bn investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss how accounting knowledge helps investing, evolution of hedge fund industry since 1970s, how to pick a portfolio manager, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive
Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 21, "The Future of Accounting Qualifications: Brian Hock." Host Rob Brown welcomes guest Brian Hock, a seasoned accounting professional with expertise in training and certifications. Brian shares his journey from auditing to establishing his own successful training company. He discusses how accounting certifications have changed over the years, driven by evolving standards and the significant influence of technology.Brian emphasises the role of technology in transforming the accountant's role, particularly in data utilisation, auditing, and management decision-making. He highlights the need for certifications to adapt to these changes and equip aspiring professionals with the necessary skills to navigate and leverage technology effectively. Brian also reflects on his experience working with talented students preparing for the CPA exam.The conversation briefly touches on the geopolitical situation between Russia and Ukraine, with Brian expressing concerns about the misrepresentation of the Russian government and the impact on global supply chains. Lastly, he discusses the current state of American politics and the importance of shared values and the need for open dialogue and compromise.Overall, this episode provides valuable insights into the evolving landscape of accounting certifications, the influence of technology, and the challenges and opportunities accounting professionals face in today's interconnected world.You can also watch this on YouTube here: https://youtu.be/-AfQukoTaZkGuest BioBrian Hock is the President of HOCK International, a global leader in professional accounting and finance certifications. With strong expertise in small business and international business in regions like the Middle East, India, and Eastern Europe, Brian has helped countless professionals achieve their certification goals.Having founded HOCK Training in Moscow in 2000, Brian initially focused on live course training for the CMA, CPA, and CIA exams. Recognizing the need for comprehensive study materials, he established HOCK International in 2003, providing candidates worldwide with high-quality study materials that prioritize clear explanations and practical examples.Brian holds Bachelor's degrees in Accountancy and History from Miami University, Oxford, OH. His extensive experience includes working with prestigious firms such as Price Waterhouse, ATC International, and Arthur Andersen.Based in Columbus, OH, Brian resides with his wife and three children. With a passion for online education and a drive to empower aspiring professionals, Brian continues to impact accounting and finance certifications significantly.https://www.hockinternational.com/https://hockstream.com/https://www.cma720.com/◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews...
Join us as we interview Bob Worsley, the founder of Zennihomes,
We are delighted to have a rockstar in the speaking industry joining us today! Joel Block was a professional blackjack player and card counter before embarking on a career in auditing and consulting for VCs, private equities, and real estate. Now, he speaks about what it takes to become an advantaged player. Joel is a genius when it comes to explaining how the economy works! He joins us to share his unique journey and tell some fascinating stories about things that happened along the way! Bio: Former professional blackjack player and card counter, Joel was a member of one of the most elite teams in the game during the 1980s. Playing solo and with the team, he took money out of casinos before leaving Las Vegas for that giant Casino on Wall Street, where he spent the rest of his career in venture capital and Hedge funds. Joel has been a party to more than a billion dollars in transactions, and what he learned during those years about playing at the top of his game and securing a competitive advantage will fascinate your audience – enabling them to think, see, and act differently so they can know what cards are coming next in business and life. Kicked out of a casino Joel was once part of a team playing at a casino, but he got kicked out! He was afraid because he thought he might get his knees broken, but the people who asked him to leave were professional and just escorted him out. He was also worried because his teammates disappeared when he was told to leave. Fortunately, they eventually met up with him at a predetermined meeting spot. An important business lesson Joel admits he brought trouble on himself by being too flamboyant and not following the rules while playing blackjack. He learned an important business lesson from the experience; rules exist for our protection and should be followed. He believes that the blackjack experience guides his approach to business and life because playing at the top of one's game in anything requires understanding what it means to do so. Advantage play Joel explains that the trick when using advantage play is to remain inconspicuous and not draw attention to oneself. However, he let his guard down and became too enthusiastic, which caught the attention of the casino staff. Using memory tricks for card counting Joel read a book in high school called The Memory Book, by Harry Lorayne, a memory expert. The book helped him do better in school by teaching him tricks to improve his memory. He learned to memorize decks of cards and later attended a blackjack seminar with his dad. He impressed the seminar instructor by counting a deck of cards in 18 seconds and was taken under his wing to become a professional gambler. He joined a team led by Jerry Patterson and became very good at blackjack. How Joel's card counting days ended Joel played poker for a few years and had a great time. He used to go to Las Vegas on weekends during college and got into playing blackjack. He became very good at counting cards, and a mentor taught him more advanced techniques. He was invited to join a team of gamblers led by Jerry Patterson. He eventually realized that he was hanging around people who did not care about his education and were using him to make money. He had a moment of self-awareness and decided to stop playing blackjack. He has not played much since then because he fears that he would get too addicted to it again. He has, however, helped others play by advising them on how to bet and which moves to make. Working for a big accounting firm Joel worked at one of the big accounting firms, Price Waterhouse, and had an assignment counting ballots for the Academy Awards. He explains that the secrecy of the process gets maintained by breaking the job into many little parts, with only a few people at the top who put the puzzle together and understand what will happen. The real estate syndication business Joel left Price Waterhouse to start his own real estate syndication business and later a venture capital operation and publishing company that was sold to a Fortune 500 company. He retired from his hedge fund and now shares what he learned with other executives because few truly understand the money business. Teaching leaders how to be advantage players Money is a complicated business, and even with a background in venture capital and hedge funds, Joel still struggled to explain it to meeting planners and professionals. He hired a consultant who asked him to list 100 extraordinary things he had done in his career. One of the items on the list was his ability to take money out of a casino. The consultant saw that as a unique skill for Joel to use as a metaphor for teaching business principles. Joel now teaches leaders how to be advantage players using blackjack as a metaphor, helping them become more aware and better at predicting outcomes in business. Asking the right questions While it is impossible to predict some events, many things can be predicted and prepared for in order to make real money. Asking the right questions, understanding situational awareness, and analyzing industry trends can help companies make informed decisions and place their bets strategically. Joel produces an annual Trend Report to help clients better understand how Wall Street works and how to apply predictive logic to their business decisions. Strategic retreats Joel leads strategic retreats for senior executives and boards of directors, where he asks good questions to help them come up with breakthroughs. He emphasizes the importance of thinking, seeing, and acting differently to gain an advantage in business, and has started an Advantage Player Institute to teach people these techniques. The strategies he teaches are legal and smart but require out-maneuvering competitors aggressively and ambitiously. What is going on with the economy The market is in turmoil, and in times like this, cash is king! People with cash have an advantage as they can make the most of opportunities when others struggle. Prices have risen due to supply chain disruptions, but this is not necessarily inflation. The whole economy has reset to a new level, and the Feds are using a tactic that may be ineffective in addressing the current situation. Economists are not scientists, and the economy is a behavioral art form, making it difficult to predict. Cash is becoming obsolete Joel is concerned that the United States dollar has lost its value as countries like Saudi Arabia, France, Russia, and China are moving away from using it as their primary currency. He believes the US needs to get ahead in the cryptocurrency markets to stay competitive. He predicts that the US will move toward an electronic system within the next ten years, as cash is becoming obsolete. Connect with Eric On LinkedIn On Facebook On Instagram On Website Connect with Joel Block On his website On LinkedIn Book mentioned: The Memory Book, by Harry Lorayne and Jerry Lucas
Welcome to Living Well with MS. In this episode we are sharing the highlights from our ‘Mindfulness and Meditation with Overcoming MS' webinar with Overcoming MS Facilitator Dr Phil Startin. Phil discusses ways to make mindfulness and meditation part of your daily life. This popular webinar was recorded on 17 April 2022 as part of our Finding Hope with Overcoming MS - 10th anniversary edition webinar series. Keep reading for the key episode takeaways and bio. Make sure you sign up to our newsletter to hear our latest tips and news about living a full and happy life with MS. And if you're new to Overcoming MS, visit our introductory page to find out more about how we support people with MS. Selected Key Takeaways: Starting a new meditation habit can be difficult 3:17 “When we run Overcoming MS retreats or events, often one of the first questions we ask the group is ‘which steps in Overcoming MS do you find the hardest to adopt?' And it's always meditation. If you do struggle with meditation, and getting a practice going, you're definitely not alone. Of all the different steps within the Overcoming MS program to actually adopt about 34% of us really, really struggle with that.” Give yourself permission to take time out to meditate 6:28 “We're almost addicted to activity at times. Activity has become a measure of success, which just seems to be crazy. We're almost ‘not allowed' to sit and do nothing. There's a phrase I really like, ‘we're not human beings, we're human doings.' We just spend all our time doing things. But perhaps the biggest reason why we don't meditate, or why we stop meditating is we just don't give ourselves permission.” Keep yourself accountable for your meditation practice 10:34 “At the end of the day, you need to be accountable for actually getting yourself to start meditating. I recommend that you journal, and record every time you meditate: what was that meditation experience like for you? I did for a number of years. And I found it extremely helpful to be able to look back over my experiences, and to see how it worked. It's a great way of learning about the practice. Give yourself a little reward now and again, as well. If you manage, let's say, a week of meditating within no gaps, then reward yourself for a month of meditating.” Related Links: Watch the original webinar here Overcoming MS Meditation resources Other Living Well with MS episodes on mindfulness S2 Episode 24 Top hacks for getting into a meditation habit with Alison Potts S1 Episode 7: Building a Daily Meditation Practice with Craig Hassed Sign up for the next live webinar. Don't miss out: Subscribe to this podcast and never miss an episode. You can catch any episode of Living Well with MS here or on your favourite podcast listening app. If you like Living Well with MS, please leave a 5-star review on Apple Podcasts or wherever you tune into the show. Feel free to share your comments and suggestions for future guests and episode topics by emailing podcast@overcomingms.org. Make sure you sign up to our newsletter to hear our latest tips and news about living a full and happy life with MS. If you enjoy this podcast and want to support the ongoing work of Overcoming MS, you can leave a donation here. Dr. Phil Startin's bio: Career and Overcoming MS: After a DPhil in Quantum Physics, Phil left his academic roots for a more peripatetic career in management consulting, initially with Price Waterhouse. After years of travelling around the world for both work and pleasure, including a two-year assignment in Geneva, he was diagnosed with Primary Progressive MS (PPMS) in 2007. Phil discovered Overcoming MS in 2011, and coupled with his earlier discovery of mindfulness meditation, it awakened a whole new area in his life. With training and supervision from Bangor University, he now teaches an eight-week mindfulness-based stress reduction (MBSR) course to people with MS and to the general community on a pro-bono basis. He is also a trustee for MS-UK. Personal life: Phil lives in Arrochar, Scotland with his American wife, Cristina, whom he met over a weekend at the Jazz Fest in New Orleans. Phil's completely convinced that the Overcoming MS program and mindfulness have positively affected the trajectory of his condition.
Alison, Liz, and Rebecca welcome another guest to the pod—Sasha Buchert, senior attorney and director of the Non-Binary and Transgender Rights Project for Lambda Legal. Sasha guides us through a discussion of the history of transgender rights in the courts, the current legislative attacks on trans people we are seeing across the country, and the litigation to overturn anti-trans laws. Background Lambda Legal Sasha Buchert's bio “Price Waterhouse v. Hopkins at Thirty” by Sasha Buchert Examples of Court Decisions Supporting Coverage of LGBT-Related Discrimination Under Title VII Cases Price Waterhouse v. Hopkins (1988) Bostock v. Clayton County (2020) Lusardi v. McHugh (2015) Grimm v. Gloucester County School Board (2021) Adams v. The School Board of St. Johns County, Florida (2020) B.P.J. v. West Virginia State Board of Education (2023) L.E. v. Lee (2023) Soule et al v. CT Association of Schools et al. (2023) Bridge v. Oklahoma State Department of Education (2022) Schroer v. Billington (2008) Religious Sisters of Mercy v. Becerra (2022) Resources American Atheists Sign up for action alerts State Legislation Tracker FFRF Sign up for action alerts Lambda Legal events How to Contact Your Elected Officials Check us out on Facebook and Twitter. Our website, we-dissent.org, has more information as well as episode transcripts.
Shaun is a former World Surfing Champion, has been described as one of the 10 greatest surfers of all time and one of the most influential surfers of the century. During his professional career he won 19 major pro events and is recognized as one of the world's most innovative tube riders. He is a Business Finance graduate from the University of Natal, holds a Master of Science in Leadership from Northeastern University, and is an inductee in the US, Jewish and South African Sports Halls of Fame. Shaun has lectured across the world and inspired corporations like General Motors, Cisco, Price Waterhouse, Google, Disney and The Gap. He produced and co-wrote the award-winning documentary film Bustin' down the Door, a dramatic story of how a group of young Australians and South Africans created professional surfing and built a multi-billion-dollar industry.
In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave's business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning, asset protection, and elder law. Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc. In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country. Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002. Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo. Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [0:00] The Digitization of Law [4:38] What's changed and what's in the future for estate planning? [15:17] Where to find more of Dave? [16:33] Outro Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave's business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning, asset protection, and elder law. Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc. In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country. Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002. Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo. Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [0:41] What is Guidr and how did it come to be? [11:01] How has Dave's mindset changed from a collaboration standpoint? [17:54] More will come back to you if you focus on other people [21:02] Outro Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
Welcome to Living Well with MS, the Overcoming MS podcast where we explore all topics relating to living well with multiple sclerosis (MS). In this episode, we are taking you back to the launch of the ‘Overcoming MS Handbook: Roadmap to Good Health' with Professor George Jelinek, Dr Jonathan White and Dr Phil Startin. Together they discussed how the new book was created, the highlights from the book and answered questions from the community. We were excited by the arrival of the new book, as it provides an engaging overview of the Overcoming MS Program combined with stories from the community. This webinar was recorded in February 2022 as part of our Finding Hope with Overcoming MS webinar series. You can watch the whole webinar here or the podcast highlights on YouTube here. Keep reading for the key episode takeaways and George, Jonathan and Phil's bios. Make sure you sign up to our newsletter to hear our latest tips and news about living a full and happy life with multiple sclerosis. And if you're new to Overcoming MS, visit our introductory page to find out more about how we support people with MS. Professor George Jelinek's Bio Professor George Jelinek developed the Overcoming MS Program and founded the Neuroepidemiology Unit at the University of Melbourne's School of Population and Global Health which continues to research its benefits. George's Story: When George was diagnosed with MS in 1999, he was determined to do something. His mother had died as a consequence of her MS, which spurred him on to sort through and assess the medical literature on MS. His career as a Professor in Emergency Medicine and his background as Editor-in-Chief of a major medical journal gave him the tools to do this. It became clear to George that remaining well after a diagnosis of MS is more than just a possibility. He found that with commitment to the right lifestyle changes, there is the real probability that many people with MS can live long, healthy lives, relatively free of the usual problems associated with the illness. These lifestyle recommendations are now referred to as the Overcoming MS Program, which he detailed in his book Overcoming Multiple Sclerosis. The new book in this podcast episode is a newly launched accessible overview of his findings. George has remained free of further relapses, as have many people who follow the Overcoming MS Program. Dr. Jonathan White's Bio Career: Jonathan went to University of Glasgow Medical School, graduating in 2008 (MBChB). He completed a further five years of training in Obstetrics and Gynecology and is a member of the Royal College of Obstetricians & Gynecologists (MRCOG). He works at the Causeway Hospital, Coleraine and has a special interest in early pregnancy and recurrent pregnancy loss. In April 2022, Jonathan was awarded “Doctor of the Year” at the inaugural Northern Ireland Health and Social Care Awards. He contributed to the new book in this podcast episode. Overcoming MS and personal life: Jonathan was diagnosed with RRMS in October 2015 and has been following the Overcoming MS Program ever since. Dr. White assists Overcoming MS as a medical advisor and event facilitator. He lives on the North Coast of Northern Ireland, is married to Jenny and father to Angus and Struan. His interests include the great outdoors, cycling and running (reluctantly), reading, rugby, film and spending time with his family. Dr Phil Startin's Bio Career and Overcoming MS: After a DPhil in Quantum Physics, Phil left his academic roots for a more peripatetic career in management consulting, initially with Price Waterhouse. After years of travelling around the world for both work and pleasure, including a two-year assignment in Geneva, he was diagnosed with Primary Progressive MS (PPMS) in 2007. Phil discovered Overcoming MS in 2011, and coupled with his earlier discovery of mindfulness meditation, it awakened a whole new area in his life. With training and supervision from Bangor University, he now teaches an eight-week mindfulness-based stress reduction (MBSR) course to people with MS and to the general community on a pro-bono basis. He is also a trustee for MS-UK. Personal life: Phil lives in Arrochar, Scotland with his American wife, Cristina, whom he met over a weekend at the Jazz Fest in New Orleans. Phil's completely convinced that the Overcoming MS program and mindfulness have positively affected the trajectory of his condition. Selected Key Takeaways The new book gives different perspectives from the Overcoming MS community Professor George Jelinek said: “After what seems like quite a long time of bringing this message to people, I'm hearing the message come back to me through the filter of all of these different people's lives and experiences, joys and sorrows. It's just a wonderful read for me to sit down and say that all this has been happening in our community and that people have worked out ways of adopting and maintaining this program, many of which I've really never considered given that I've got only my own particular view of the world.” Overcoming MS supports the use of medications alongside lifestyle changes Dr Jonathan White said: “I think sometimes the medical community thinks it's “us or them” [with] lifestyle or medication and that could never be further from the truth. I personally have always chosen to use medication as part of my way of managing MS and I wouldn't change that. But nor would I change using lifestyle to manage my MS. Undoubtedly for many people medication has many benefits and is a huge part of your armor and protection against this disease. But why ignore the underlying things that caused the problem in the first place, you know, stress, lack of exercise, low vitamin D levels, poor diet and processed and altered fats and animal fats in your diet?” The Overcoming MS program is relevant for both relapsing and progressive forms of MS Dr Phil Startin said: “By following the Overcoming MS program, you absolutely can make a difference [to your MS], you can change the trajectory of that condition, and you can improve your quality of life. Through neuroplasticity, you can even recover some functions. The Overcoming MS program is just as relevant for us with a progressive form of the condition as it is for those with those newly diagnosed and with a relapsing form, possibly even more.” Related Links: Overcoming MS Handbook: Roadmap to Good Health Watch the original webinar Don't miss out: Subscribe to this podcast and never miss an episode. You can catch any episode of Living Well with MS here or on your favorite podcast listening app. If you like Living Well with MS, please leave a 5-star review on Apple Podcasts or wherever you tune into the show. Feel free to share your comments and suggestions for future guests and episode topics by emailing podcast@overcomingms.org. Make sure you also sign up to our newsletter to hear our latest tips and news about living a full and happy life with MS. If you enjoy this podcast and want to support the ongoing work of Overcoming MS, you can leave a donation here.
Jon Darbyshire is the Co-Founder & CEO of SmartSuite. In 2021, Jon and his team launched SmartSuite, the work management platform that manages any process, from any industry, on one platform. Now, SmartSuite unites essential elements used to get work done, regardless of company size or type. In the year 2000, Jon founded Archer Technologies, an enterprise governance, risk and, compliance software, giving business users—not developers—the ability to adapt software to their unique business requirements. Jon and the Archer team built a flexible, award winning platform and solution suite that became the mainstay of governance, risk and compliance teams for some of the world's most powerful organizations, including 1 in 3 of the Fortune 100. Archer Technologies was purchased by EMC Corporation in 2010. Throughout his career, Jon has been dedicated to automating everyday, essential business tasks to create smarter, more efficient organizations, no matter what the industry. Prior to Archer Technologies, Jon held leadership positions at both EY and Price Waterhouse, honing his skills in understanding the need to automate and simplify work for the enterprise. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at Renaissance Executive Forums Orange County. Learn more about Ric at www.ricfranzi.com. Catch up on past Critical Mass Business Talk Show interviews... YouTube: https://lnkd.in/gHKT2gmF LinkedIn: https://lnkd.in/g2PzRhjQ Podbean: https://lnkd.in/eWpNVRi Apple Podcasts: https://lnkd.in/gRd_863w Spotify: https://lnkd.in/gruexU6m #orangecountyca #mastermind #ceopeergroups #peergroups #peerlearning
Mr. Markley is a co-founder and Vice President of Regulatory and Quality Solutions LLC, a provider of full-service regulatory affairs and quality assurance expertise to medical device designers and manufacturers in western Pennsylvania and eastern Ohio. Additionally, Mr. Markley is the Carpenter Technology - Latrobe Specialty Metals Sponsored Lecturer in the McKenna Business School of Saint Vincent College. At Saint Vincent College, Mr. Markley teaches the Management Information Systems and Accounting Information Systems courses and leads the SAP Business One™ certification program. A native of the Pittsburgh region, Mr. Markley has been an entrepreneur with numerous local enterprises and has served as a trusted advisor to local organizations for over 22 years. He has an extensive background in information technology and substantial experience in strategic and management consulting including business process re-engineering, corporate restructuring, supply chain management and customer relationship management. Prior to Regulatory and Quality Solutions™ and Saint Vincent College, Mr. Markley was the co-founder and President of Manufacturing Solutions LLC, a value-added reseller of the Made2Manage™ Enterprise Business System. He was also a co-founder of Corporate Solutions LLC, a consulting firm specializing in management and technology solutions. Mr. Markley helped negotiate the successful sale of both companies in 2004. Prior to launching Manufacturing Solutions, Mr. Markley spent 5 years with Paragon Solutions, Inc., a Pittsburgh-based systems integrator, where he was part owner and responsible for the sales and delivery of Paragon Solutions™ Oracle services. In 1997, Mr. Markley, along with the other Paragon Solutions owners, co-founded OPSoft Technologies, the exclusive Oracle Applications dealer for western Pennsylvania, southern Ohio and upstate New York. Mr. Markley helped negotiate the successful sale of both companies in 1999. Previously, Mr. Markley spent several years at Price Waterhouse, where he served in numerous consulting and leadership roles, primarily in the Mid-Range Consulting practice. He also served as Director of Management Information Systems for Pittsburgh-based Reese Brothers, one of the largest telemarketing fundraisers in the US.
Welcome to the Managing CRE Risk podcast with Jeremy Goodrich. Our guest today is Jon Darbyshire, the CEO and co-founder of SmartSuite. In this conversation, we talk specifically about one of our 4 quadrants - systems risk. We learn about how to elevate our processes by using simple and accessible technology and the key systems every CRE business should have. Learn more about Jon and his story at shineinsurance.com/managing-commercial-real-estate-risk! “In commercial real estate, people continue to run their business using older technology when newer platforms are available that are just as financially viable for them.” 03:46 Jon is the CEO of SmartSuite. SmartSuite is a work management platform that allows organizations to manage any business process inside of their organization. It is a no-code platform, which means that it doesn't require any coding or knowledge of programming languages. Users can use different managing templates and customize them to their needs. According to Jon, the biggest mistake people make in their real estate systems is using old technology to manage their business. Sometimes, even billion-dollar companies manage their portfolios on spreadsheets without any systems. When businesses switch to up-to-date technology, the people involved in the processes can collaborate better and tasks can be allocated easier. “We help organizations manage any process or any project on a single platform.” 16:08 SmartSuite helps manage many different processes. Due diligenceThere are a lot of standard due diligence questionnaires in SmartSuite that can be assigned to different people with due dates. Different properties can also be compared. Asset managementYou can do monthly, quarterly, or semi-annual reviews of your properties from a health perspective, an occupancy perspective, and a financial perspective. You can track maintenance activities as well. Exit strategyThere are a few ways an investor can prepare for an exit with SmartSuite. The first is tracking market economics in that particular geography. The second way is to look at the cash flow. At the end of the conversation, Jon shares the most important system features that a CRE investor should consider: You want to have a product that's accessible through the web and mobile. The systems have to be cost-effective. (SmartSuite starts at $10 per user per month.) You want to have integrations because you need to get data into the system. Ability to automate routine tasks in order to save time. About our guest, Jon Darbyshire Jon is CEO & Co-Founder of SmartSuite, a work management platform allowing realtors, property managers, and CRE companies to improve their operations, tenant relations, bids, and remodels. With Jon's experience at EY and dozens of Fortune 100 companies, he has enhanced the productivity of people and teams by aligning their work around common goals. Throughout his career, Jon has been dedicated to automating everyday, essential business tasks to create smarter, more efficient organizations, no matter what the industry. Prior to Archer Technologies, Jon held leadership positions at both EY and Price Waterhouse, honing his skills in understanding the need to automate and simplify work for the enterprise. Mentioned in the show: www.smartsuite.com His LinkedIn Shineinsurance.com www.shineinsurance.com/managing-commercial-real-estate-risk Jeremy's LinkedIn Need an instant insurance ballpark for your next Multifamily deal?! Answer 9 simple questions and we'll give you a sense of what insurance should be. Visit us here for everything you need to know: https://www.shineinsurance.com/ballpark/ Special thanks to Jon Darbyshire for taking the time to share so many great insights with us If you enjoyed this podcast, there's a couple of things we need you to do right now: SUBSCRIBE to Managing Commercial Real Estate Risk on Apple Podcast, Spotify, or wherever you listen to podcasts While you there, please RATE & REVIEW the show SHARE with friends Finally, please, JOIN the Managing Commercial Real Estate Risk Facebook Group Then, please share the show with whoever you think it will inspire. Until the next time, We truly appreciate you listening. Need the CRE Insurance Guy? More great stories & information at: Youtube – Blog – Podcast If you enjoyed this episode, then you'll love these ones: How To Market Your Deal, With John Casmon 112: Quadrant Of Risk 130: How To Find Undervalued Markets, With Stefan Tsvetkov
GuestJon DarbyshireCo-Founder / CEO @ SmartSuite [@hellosmartsuite]On LinkedIn | https://www.linkedin.com/in/jondarbyshire/HostBrendon RodOn ITSPmagazine | https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/brendon-rod____________________________This Episode's SponsorsAre you interested in sponsoring an ITSPmagazine Channel?
GuestJon DarbyshireCo-Founder / CEO @ SmartSuite [@hellosmartsuite]On LinkedIn | https://www.linkedin.com/in/jondarbyshire/HostBrendon RodOn ITSPmagazine | https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/brendon-rod____________________________This Episode's SponsorsAre you interested in sponsoring an ITSPmagazine Channel?
Work smarter, not harder. Are you ready for this challenge? Jon Darbyshire believes a shared vision of “helping teams be more productive by working smarter” enriches culture, promotes accountability, and empowers collaboration through automation. In 2021, Jon Darbyshire and his team launched SmartSuite, a work management platform that manages any process, from any industry, on one platform. This podcast is different for David, our host, because he chose to ask questions about SmartSuite to confirm how well it aligns with his own best practices. This is not a product demo or pitch. The conversation weaves Jon's experience with David 50 years in business. Although the framework of the conversation is SmartSuite, Jon and David discuss many of the best practices they have learned through their decades of experience and hundreds of companies they have helped. Jon has invested in over 400 startups, and it has been a learning process. David has advised over 1,000 organizations through his consulting and workshops. What makes one startup overcome its challenges whereas another stumbles or fails? Prior to SmartSuite, Jon ran the Archer Foundation. The mission of the foundation is to advance entrepreneurial achievement, extend the reach of community service programs, and foster educational opportunities for students and single mothers. Prior to that, he was CEO & Founder of Archer Technologies, and held leadership positions at Ernst Young and Price Waterhouse. Learn how to optimize workflow to save time and improve results in this engaging episode. Spotify: https://open.spotify.com/show/41rIZOQ Apple Podcasts: https://podcasts.apple.com/us/podcast Google Podcasts: https://podcasts.google.com/feed/aHR0 Manage2Win: https://www.manage2win.com/podcast ------- This Manage 2 Win Podcast episode is brought to you by Habitly. I (David) review Habitly best practices regularly, and teach these essential people skills to clients weekly. This advice has changed my life, and made millions for our clients. I started developing Habitly content in 2004. Habitly's powerful best practices have now been taught to thousands of people worldwide. For instance, you can learn how to Create time in your day; Get more from meetings; Stay calm; Achieve significant targets; and Become a great leader. Simply study and apply the expert knowledge provided in Habitly courses and micro-learning episodes. Whether you're just out of college, or someone with over 20 years work experience, learn the habits of highly successful people on Habitly. Test drive Habitly for 7 days on us! This includes full access to the entire Habitly knowledgebase – www.habitly.com.
When it comes to the success of the company, the employees we bring on play a significant part in the journey toward those goals. In this episode, Jon Darbyshire discusses how recruiting talented individuals will not only assist us in putting our visions for the company into action but will also contribute to the development of a culture that values achievement. In 2021, Jon Darbyshire and his team launched SmartSuite, the work management platform that manages any process, from any industry, on one platform. Now, SmartSuite unites essential elements used to get work done, regardless of company size or type. In the year 2000, Jon founded Archer Technologies, an enterprise governance, risk and compliance software, giving business users—not developers—the ability to adapt software to their unique business requirements. Jon and the Archer team built a flexible, award winning platform and solution suite that became the mainstay of governance, risk and compliance teams for some of the world's most powerful organizations, including 1 in 3 of the Fortune 100. Archer Technologies was purchased by EMC Corporation in 2010. Throughout his career, Jon has been dedicated to automating everyday, essential business tasks to create smarter, more efficient organizations, no matter what the industry. Prior to Archer Technologies, Jon held leadership positions at both EY and Price Waterhouse, honing his skills in understanding the need to automate and simplify work for the enterprise. In this episode: Jon shares about the beginnings of the Smart Suite and Archer Technologies Understanding the services that an organization wanted to offer and productizing those services As established leaders, we have a responsibility to aid in the education and motivation of future generations to assume leadership roles Incorporating family members of employees into workplace activities to foster an inclusive and transparent culture Jon discusses how technology will be important for leaders going forward There are different types of leaders and companies, and a leader must focus on hiring the right people in order for the company to be successful Key Takeaways: Train people to be potential leaders Create a culture where families of employees can be involved Success is not only dependent on the leaders but also the people we lead Remote work is not going go away Executing a vision requires selling the vision to people who want to do them Tweetable Quotes: “It's not as much about the vision of what they have, it's about the execution of the vision that's been in place for some period of time already. And how to sell that execution to the people on the teams,.” - Jon Darbyshire “Most employees, when they would ask questions, it wasn't about changing the vision or the objectives for the quarter. It was about why did you make that decision? Why is that the goal that we have? They just want to hear you explain that to them in a way that they can understand, even if they don't agree, they wanna know, how did you get to that place?” - Jon Darbyshire Connect with Mark onhttps://www.linkedin.com/in/havenner/ ( )https://www.facebook.com/HelloSmartSuite (Facebook), https://www.linkedin.com/company/hellosmartsuite/ (LinkedIn), http://@hellosmartsuite (Twitter) and check out hishttp://www.havenner.com/ ( )website. Email: denis@leadingchangepartners.com Website:http://www.leadingchangepartners.com/ ( http://www.leadingchangepartners.com/) Leadership Is Changing Facebook Group:https://www.facebook.com/groups/LeadershipIsChanging/ ( https://www.facebook.com/groups/LeadershipIsChanging/) Leadership is Changing LinkedIn Page: https://www.linkedin.com/company/leadership-is-changing-podcast/ (https://www.linkedin.com/company/leadership-is-changing-podcast/)
Guest Keshav Puttaswamy was excited to be able to dabble in the full liberal arts curriculum of college and found an interest in computer science. When he had the opportunity to intern at Microsoft in a rather new role of product manager he took it despite not knowing what it would entail. He ended up learning a lot about not only computer science but also how the business worked and had fun doing it. But it felt didn't feel like a mainstream route for either a computer scientist or a business person so he thought about other roles in each field. Ultimately he decided to take the offer to work at Microsoft, but he figured it would be for only two years and then he'd get into something more “normal” in the business world.Those two years turned into twenty when it became clear that his skill set was well suited for product management and seeing how the variety of projects he got to work on was vast. But the desire to change came again when he thought about providing his children the opportunity to live abroad, as he had been afforded by his parents.//In this episode, find out from Keshav how feeling years to be long or short is sometimes related to the pace of change and sometimes to how right things feel…on Roads Taken with Leslie Jennings Rowley. About This Episode's GuestKeshav Puttaswamy is a near lifer at Microsoft. He spent the first 20 years there in product management leadership roles and currently leads the collaboration and workplace experiences there, helping to deliver transformational digital experiences for Microsoft employees that serve as a blueprint for customers' own digital transformation journeys. During his family's two years in Sydney he led the server and enterprise-focused data center products for Atlassian before boomeranging back to Seattle. In addition to the travel, Keshav also enjoys cricket, cooking, and cocktails. (307) Executive Producer/Host: Leslie Jennings RowleyMusic: Brian Burrows Find more episodes at https://roadstakenshow.com Email the show at RoadsTakenShow@gmail.com
Shop Talk encourages everyone to take their vacation and paid time off each year. Price Waterhouse is even giving bonuses to employees that vacation for 40 hours. Caught My Eye looks at the Kraft company's rebrand of Mac & Cheese. Also, a family has a unique tombstone for an easily riled relative that the town wants removed. Feras Antoon, the largest purveyor of porn, is our Business Birthday.We're all business. Except when we're not.Apple Podcasts: apple.co/1WwDBrCSpotify: spoti.fi/2pC19B1iHeart Radio: bit.ly/2n0Z7H1Tunein: bit.ly/1SE3NMbStitcher: bit.ly/1N97ZquGoogle Podcasts: bit.ly/1pQTcVWPandora: pdora.co/2pEfctjYouTube: bit.ly/1spAF5aAlso follow Tim and John on:Facebook: www.facebook.com/focusgroupradioTwitter: www.twitter.com/focusgroupradioInstagram: www.instagram.com/focusgroupradio
One of the most important biological processes is breathing. According to experts, an average resting adult breaths about 12-20 times per minute - up to 28,800 breaths per day! However, these breaths are done unconsciously by many. But it's possible to harness your breath to become more aware of your body, your state of mind, and the present moment. For over three decades, Monika Reimann has trained in Conscious Breathing, from being a singer of the Children's Radio Choir Berlin, a practitioner of Yoga and Pranayama, and as part of an Indonesian martial art called Satria Nusantara. In addition, she worked as a professional Bodyworker in various countries and is now combining these skills as Breathwork Facilitator in the highest-ranked wellness retreat in Bali catering to the world's financial elite. Stephen Renton is an acclaimed business and technology consultant, author and speaker who has helped international organizations, NGOs, and private clients accomplish their missions. Past clients across multiple industries include the United Nations, the World Health Organization, blue chips such as Price Waterhouse and Hewlett Packard, investment banks such as Barclays Capital and Sarasin Chiswell, and government organizations such as The Scottish Executive and the National Health Service. Monika and Stephen are the co-founders of The Peak Flow Academy, which teaches high-performance business leaders and entrepreneurs how to use non-ordinary states of consciousness and take their business, health and personal life to new levels quickly and effectively, with guaranteed results. Tune in! The show notes, including the transcript and checklist to this episode, are at getyourselfoptimized.com/350
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