Podcasts about Principal Financial Group

Janice is joined by Deanna Strable, first woman president and chief executive at Principal Financial Group. Deanna describes how she is focused on fostering a culture of continuous learning and innovation, delivering financial security worldwide. Deanna shares the importance of her past mentors, and how she was brought to her astounding role today.Tags: janice, ellig, ceo, deanna, strable, women, president, mentors, growth, perseverance

About the Guest(s):Brent Uhlenhopp is a financial expert with a rich background in the finance and insurance industry. He is currently an ETF manager at Simplify Asset Management, a company renowned for its innovative financial solutions. Brent holds a degree from the University of Iowa and has previously worked with major finance groups such as Wells Fargo and Principal Financial Group, where he gained extensive experience in investment products and mutual funds. He joined Simplify in mid-2023, attracted by the firm's cutting-edge approach to incorporating derivatives to enhance ETFs.Episode Summary:On this episode of the Uncommon Wealth Podcast, host Phillip Ramsey welcomes Brent Uhlenhopp, an ETF manager from Simplify. The conversation delves into Brent's professional journey, highlighting his transition from Principal Financial Group to the innovative startup Simplify. Listeners are introduced to the intriguing world of ETFs and the unique strategies Simplify employs to offer diversified and robust investment products. With a broad background in financial services, Brent shares his insights on how regulatory changes in 2020 enabled more dynamic use of derivatives in finance.The episode explores Simplify's forefront role in revolutionizing ETFs by leveraging options and derivatives to enhance returns and provide downside protection. Brent and Phillip discuss Simplify's unique offerings, including their highly impactful Simplify Healthcare ETF, ticker symbol "PINK," which donates proceeds to the Susan G. Komen Foundation for breast cancer research. Brent articulates the importance of innovation in financial instruments, making institutional-grade strategies accessible to retail investors.

This week's episode, we're joined by David Dufek, Chief Internal Auditor at Principal Financial Group.   In this episode, David explains how to carry out a clear and effective risk assessment, making it easier to identify and prioritize potential risks. He also talks about the importance of aligning your audit work with the organization's main goals, so your efforts deliver real value. Finally, David outlines simple steps to create a focused and practical audit plan that fits your team's needs and resources.   Be sure to connect with David on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 3:00 - Exploring Notebook LM 8:40 - Emojis in Professional Emails 11:21 - Crafting a Comprehensive Risk Assessment 14:00 - Defining Strategic Objectives That Work 18:36 - Mastering the Scope of Your Audit Plan 24:08 - Demonstrating Value with FTE Metrics 30:40 - David's Internal Audit Wish List 33:35 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and Ramsey Smith discuss the importance of reaching more people in the annuity industry with their products. They are joined by Sri Reddy, Sri Reddy, senior vice president of Retirement and Income Solutions at Principal® and a Principal Securities Registered Representative, who shares insights on retirement income solutions, pension risk transfer, and the evolving landscape of defined benefit plans. The conversation delves into consumer behavior regarding annuities, the rise of registered indexed linked annuities (RILAs), and strategies to address longevity risk. Sri also highlights the role of research from the Employee Benefit Research Institute (EBRI) in understanding retirement behaviors and outcomes. Learn more: thatannuityshow.com    Important Information: Principal Custody Solutions assets under administration (AUA) were nearly $1 trillion as of December 31, 2023. Before investing in registered index-linked annuities, investors should carefully consider the investment objectives, risks, charges and expenses of the contract and underlying investment options. This and other information is contained in the free prospectus which can be obtained from your local representative or online at principal.com. Please read the prospectus and, if available, the summary prospectus carefully before investing.  Investment and insurance products are: · Not Insured by the FDIC or Any Federal Government Agency · Not a Deposit or Other Obligation of, or Guaranteed by Principal Bank or Any Bank Affiliate · Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested  Registered Index Linked Annuities do not directly participate in any stock, equity investments or index. It is not possible to invest directly in an index.  Investing involves risk, including the possible loss of principal. IMPORTANT CONSIDERATIONS Index-linked deferred annuity contracts are complex insurance and investment vehicles. This contract is a security and there is a risk of substantial loss of principal and earnings. The risk of loss may be greater when early withdrawals are taken due to any charges and adjustments applied to such withdrawals. These charges and adjustments may result in loss even when the value of a segment option has increased. Clients should consult with a financial professional about the appropriateness of this product based on their financial situation and objectives. There is risk that this segment interim value could be less than the original premium payment even if the applicable index has been performing positively. The buffer or floor rate provides limited protection. There is a possibility of a significant amount of loss of the total premium payment, credited interest and prior earnings. In the index-linked segment options it is possible that the total loss could be 100%. If clients choose to allocate amounts to an index-linked segment option subject to a cap rate, that rate limits the positive index change, if any, that may be credited to the annuity for a given segment term. The participation rate limits the positive index change, if any, that may be credited to the annuity for a given segment term. It is possible to receive less than the full protection of the buffer rate or floor rate. Once a segment lock-in is executed, it is irrevocable for that segment term. A lock-in will not be applied retroactively and can only be exercised for the entire segment option. A segment lock-in may only be exercised once per segment term for each index-linked segment option. There is no guarantee that any particular segment option or index will be available during the entire period. All guarantees and benefits of the insurance policy are backed by the claims-paying ability of the issuing insurance company. Policy guarantees and benefits are not obligations of, nor backed by, the broker/dealer and/or insurance agency selling the policy, nor by any of their affiliates, and none of them makes any representations or guarantees regarding the claims-paying ability of the issuing insurance company. Pension plan assets transferred to an insurance company group annuity contract through a Pension Risk Transfer are guaranteed by the claims-paying ability of the issuing insurance company. The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. Employee Benefit Research Institute (EBRI) is not an affiliate of any company of the Principal Financial Group®. Annuity products and services are offered through Principal Life Insurance Company®. Custody and trust services are provided by Principal Bank®, Member FDIC, and/or Principal Trust Company®. These services are provided under the trade name Principal® Custody Solutions. Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company. Securities offered through Principal Securities, Inc., member SIPC, and/or independent broker/dealers. Principal Global Investors® leads global asset management. Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392, principal.com. Annuities have limitations. They are long-term vehicles designed for retirement purposes. Annuities are not intended to fund short-term savings goals. Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world. 3997008-102024  

In this episode of The Speed of Culture Podcast, Matt Britton sits down with Beth Wood, EVP and Chief Marketing Officer at Principal Financial Group. Beth shares her insights on navigating financial services, the role of grit in leadership, and Principal's unique approach to brand-building through empathy and expertise.Follow Suzy on Twitter: @AskSuzyBizFollow Beth Wood on LinkedInSubscribe to The Speed of Culture on your favorite podcast platform.And if you have a question or suggestions for the show, send us an email at suzy@suzy.com Hosted on Acast. See acast.com/privacy for more information.

The small to mid-size business retirement plan market is a key growth opportunity for advisors who are looking to expand their client base and provide much-needed benefit solutions to a traditionally underserved segment.With all the new tax incentives for startup plans and state mandates to either offer a plan or have employees opted-in to a state-run auto-IRA program, the time has never been better to get smaller businesses on board with starting a plan—which can lead to additional opportunities on the wealth management side.To learn more about the SMB market, we're joined by Sean Jordan, Vice President of Small and Mid-Market Segments at Principal Financial Group, to discuss why advisors need be paying close attention to this segment. 

Julie Keyes is a Business Consultant and Certified Exit Planner based in Central Minnesota. Her company, KeyeStrategies has worked with business owners of private companies since 2012. Julie's been an entrepreneur herself for many years and has won numerous national awards for her work in exit planning. She a member of the Exit Planning Institute's Leadership Council and faculty, as well as a contributor to its online Academy. She instructs business owners and advisors from across the country on topics related to exit planning and business transition readiness. Julie's speaking and teaching engagements for various professional organizations include but are not limited to: Exit Planning Institute, Independent Electrical Contractors Association, MN State Bar Association, MN Society of CPAs, NAIFA, Women in Insurance and Financial Services, Edward Jones, Financial Planners Association, National Association of Women Business Owners, RBC, Merrill, Independent Business Brokers Association, Lincoln Financial Services, Midwest Business Brokers and Intermediaries, LeClair Group, Principal Financial Group and Frost Bank. Julie's also an author and podcaster. You can find the 2 nd Edition of her book “Poised for Exit” on Amazon and Barnes and Noble, and her podcast of the same name on Apple, Spotify, iHeart, and Google Podcasts. -- 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 REF Orange County. Learn more about Ric at www.ricfranzi.com. 

Send us a textMeg Anderson, the CISO at Principal Financial Group, discusses her 17-year tenure as a CISO and the factors contributing to her long-term success. She attributes her longevity to her passion for the job and the opportunities for growth and development at Principal. Meg emphasizes the importance of understanding the business impact of cybersecurity and holding people accountable. She also highlights the significance of focusing on the basics of cybersecurity and not getting caught up in the latest trends. Meg shares her experience with mentorship and its role in her career. She also discusses the programs implemented at Principal to attract and retain cyber talent, such as a formal mentorship program and a robust internship program.TakeawaysPassion for the job and naivete can contribute to long-term success as a CISO.Understanding the business impact of cybersecurity and holding people accountable is crucial.Focusing on the basics of cybersecurity is essential, rather than getting caught up in the latest trends.Mentorship plays a significant role in career development.Taking time away from work is essential for personal growth and avoiding burnout.Chapters00:00 Introduction and Long-Term Success as a CISO03:15 The Importance of Naivete and Passion06:34 The Role of Mentorship10:54 Attracting and Retaining Cyber Talent12:50 Organizing a Cyber Youth Summit21:13 Building a Cyber Program Around Company Culture28:07 Focusing on the Basics of Cybersecurity36:19 Personal Growth and Parting WordsThe future of cloud security.Simplify cloud security with Prisma Cloud, the Code to Cloud platform powered by Precision AI.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

When Deanna Strable was approached to take on the role of CFO at Principal Financial Group, she was taken by surprise. Having spent most of her 30-year career in leading business units rather than focusing on finance, Strable initially questioned whether she was the right fit for a position traditionally held by financial experts.“Ultimately,” she recalls, “what I learned from our board and CEO was that they really wanted someone who could partner with them in driving the company forward—someone who had the ability, obviously, not only to understand the financials but also to be able to do so within the context of appreciating and analyzing how the day-to-day impact of our operations on our financials related to our long-term strategy.”This blend of operational insight and financial expertise would come to define her tenure as CFO. Over her 7 years in the role, she led the company through significant strategic shifts. Under her leadership, Principal exited underperforming and commoditized businesses, such as retail annuities and individual life insurance. These moves were part of a broader plan to focus the company on areas with greater long-term-growth potential, including retirement solutions and asset management.Strable also reshaped the company's financial priorities, moving beyond a narrow focus on earnings growth to a broader set of metrics, including return on equity, capital allocation, and customer satisfaction. Her emphasis on optimizing multiple metrics, rather than chasing short-term financial gains, helped to lay the groundwork for sustainable success. Strable's career journey as CFO was a testament to the power of strategic thinking in driving both financial and long-term business growth.

A Fortune 500 CEO and the leader of one of America's largest financial services companies, Dan Houston is the CEO of Principal Financial Group, where he leads nearly 20,000 employees and a business that generates more than $13 billion a year and serves more than 62 million customers. Dan joins Adam to share his journey and his best lessons and advice. Dan and Adam discuss a wide range of topics: leadership, teamwork, trust, career development, customer centricity, and much more.

No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren't enrolling.Our guests on today have some ideas on dealing with this problem—centered on how instead of making it easy to participate, making it even harder to avoid enrolling in the plan in the first place.Marc Howell and Felix Okwaning, who are both Managing Directors—Enhanced Plan Design at Principal Financial Group, share some great ideas on how to use a combination of automatic features including “auto-sweep” to boost enrollment and deferral rates, dramatically helping employees get adequately prepared for retirement.

2024 has brought forth many challenges for diversity and inclusion efforts, and at DirectEmployers' recent Annual Meeting & Conference, we addressed those setbacks and emphasized the importance of progress amidst opposition. Tune in to this powerful conversation as diversity activist and strategist Torin Ellis and Principal Financial Group's Chief Inclusion Officer Miriam Lewis spotlight the importance of resilience, knowledge, and tangible progress in the pursuit of creating more inclusive environments within corporate, political, and social spheres.

Tune in for a high-level conversation on securing your business' future with Alison Smith from Principal, as we explore the latest trends and strategies for navigating 401(k) and organizational retirement plans in 2024. Discover actionable insights to enhance employee retention and organizational efficiency amidst market enhancements.Show Highlights:What Are Corporate Retirement Plan Strategies? (2:12)Top Considerations for Businesses in 2024 (2:50)How Employers Can Encourage Active Participation (5:16)Rise of ESG (Environmental, Social, Governance) (6:42)Technological Advances (7:47)Are Corporate Plans Still Suitable for Retirement Savings (10:16)Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieInsurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP's CRD #290180

In this episode of Life Accelerated, host Anthony O'Donnell revisits some conversations from the past year all about practical approaches to digital transformation. He highlights ideas and insights from five visionaries in the life insurance industry — Santhosh Keshavan of Voya, Jeff Donaldson at Mutual of America, Deb Waters at Aegon, Ryan Downing at Principal Financial Group, and Bill Pappas with MetLife.  As the industry continues to evolve rapidly, these experts bring a wealth of experience and knowledge to the table, shedding light on the challenges of modernizing infrastructure, reshaping customer experiences, and aligning technology with an organization's purpose. Discover actionable insights and strategies from the digital transformation in life insurance as we delve into this industry-wide shift.    Key Takeaways: The shift towards digital transformation in the life insurance industry is driven by the imperatives of innovation and agility.  Embracing the cloud, leveraging customer feedback for improvement, modernizing infrastructure, and fostering a customer-centric mindset can enhance user experiences.  Aligning technology with the organization's overarching purpose is crucial for driving innovation, differentiation, sustainability, and growth in the life insurance industry.   Timestamps: [00:00] Introduction to the episode [01:14] Santhosh Keshavan's case for the cloud [03:10] Ryan Downing's words on AI and the customer experience [05:04] Jeff Donaldson's Route 66 strategy to modernize the core platform [07:13] Deb Waters's take on creating a seamless client experience [09:51] Bill Pappas's five strategic pillars for framing technological priorities [12:30] Closing   Resources: Connect with Santhosh Keshavan: https://www.linkedin.com/in/santhoshkeshavan/  Connect with Jeff Donaldson: https://www.linkedin.com/in/jeffreydonaldson/  Connect with Deb Waters: https://www.linkedin.com/in/debbie-waters-41b90a1/  Connect with Ryan Downing: https://www.linkedin.com/in/cxcio/  Connect with Bill Pappas: https://www.linkedin.com/in/bill-pappas-9a35048/

Jack McCullough is joined by Deanna Strable, CFO of Principal Financial Group. In this episode, she shares the biggest changes she played a role in since she joined this financial services company, as well as her relationship with their CEO. She explains how they are navigating growing client needs in the middle of high-interest rates and lingering inflation. Deanna also opens up about her role in PFG's audit committee, doing some volunteer work, her advocacy for women's leadership, and starting a workout cohort.To book a demo with Payhawk, click here. (https://payhawk.com/en-us/demo?utm_medium=organic&utm_source=sponsorship&utm_campaign=en-uk_podcast_rockstar-cfo)

Darin Lynch is the Founder and CEO of Irish Titan, which builds and grows e-commerce channels. With experience in corporate IT, he worked for companies, including Principal Financial Group, Wilsons Leather, and the Platinum Group. Darin is also a national speaker specializing in e-commerce, leadership, culture, and entrepreneurship. In this episode… eCommerce trends like shoppable videos and headless integrations are sweeping the market, and brands stall their growth when trying to capitalize on them simultaneously. So what key aspects should merchants focus on, and how can they partner with an agency to accelerate growth? As one of the early e-commerce adopters, growth leader Darin Lynch says brands must understand e-commerce basics like data management, omnichannel integrations, the path-to-purchase, and the user experience to remove growth barriers. When analyzing these areas, many merchants notice inaccurate product listings or descriptions on various channels, so updating keywords and integrating data to optimize profits is crucial. Darin also recommends partnering with an agency that specializes in areas you struggle to scale. This requires clearly articulating your business strategy, priorities, target audience, and supply chain management so the agency can build and grow your ideas. In today's Up Arrow Podcast episode, Darin Lynch, the Founder and CEO of Irish Titan, joins William Harris to talk about enhancing growth for stagnant e-commerce brands. Darin shares how to improve your marketing efforts, how merchants should consider e-commerce integrations, and his experience meeting Clint Eastwood and Simon Sinek.

Financial inclusion means that individuals and businesses have access to useful and affordable financial products and services that meet their needs – transactions, payments, savings, credit and insurance – delivered in a responsible and sustainable way.  Less and less people are gaining access.  What can we do about it?  Let's start by listening to Dan Houston, the CEO of Principal Group, about levers we can pull to create more financial inclusion and drive impact.Support the show

We are joined today by Kevin Farley, Managing Director, Structured Credit Portfolio Manager at Post Advisory Group, a subsidiary of Principal Financial Group.

Critical Illness with Sam Stack - Sam and I discuss Critical Illness and other supplemental insurance coverages and how they can protect you when faced with serious medical conditions

To dive into the data that just came out of HerMoney's 2023 State of Women survey, the HerMoney Podcast team recently traveled to The Inc. 5,000 conference in San Antonio, Texas, to speak with members of the executive team at Principal Financial Group® and a LIVE audience of female entrepreneurs. It's all going down on this week's episode, and it's a conversation you absolutely don't want to miss because we dive into all the data — the good, the bad, and the misconceptions! For example, our survey found that 90% of employees at small and midsized businesses — an overwhelming majority — said that they want a robust benefits package, yet just 63% of small and midsized business owners said it was important to their employees… In other words, we have a serious disconnect between what employees want most and what employers are offering. We dive into why, what we can do about it, and how we can bridge those disheartening financial confidence gaps between men and women at the same time we're getting more people engaged with their money. The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact advertising@airwavemedia.com if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Agile Mentors Podcast, we dive deep into the fascinating world of neurohacking with Ted Wallace. Discover how you can unlock your brain's superpower to accelerate your learning and personal development journey! Overview Are you ready to revolutionize the way you learn, work, and lead? In this episode of the Agile Mentors Podcast join Brian and his guest, author Ted Wallace as they delve into the fascinating world of using neurohacking to unleash the potential of your brain. Whether you want to change your habits, learn a new skill faster, or just increase your personal and professional growth, listen in for valuable insights that can help you harness neuroplasticity to tap into your brain's incredible potential. Listen Now to Discover: [01:02] - Brian introduces his guest, Ted Wallace, an Enterprise Agile Coach at the Principal Financial Group. Ted has also co-authored a series of books including Total Brain Coaching and Self Empower with his father, Dr. Robert Keith Wallace. Today’s show is a deep dive into the concept of neurohacking and its application in personal and organizational development and learning. [01:22] - What is Total Brain Coaching? [04:48] - How understanding the connection between neuroscience and learning can help individuals approach situations and come up with effective strategies. [06:10] - Ted discusses the research findings from his book 'Neurohacks' which explores ways to help individuals change their habits for faster learning. [07:32] - The importance of individual growth in driving overall organizational and societal change. [08:54] - How simple neurohacks such as getting enough sleep, can have a positive impact on mental health and productivity while networking and collaboration help amplify intelligence and foster innovation. [11:39] - We all have different learning styles. Ted walks listeners through the different learning styles and how applying personalized learning can lead to faster adoption and habit change resulting in improved team performance and adaptability. [13:15] - This podcast episode is made possible by our sponsor, Mountain Goat Software. The company’s Scrum certification classes were developed with the assistance of an instructional designer for an online learning experience that is both interactive and engaging. For more information visit Certified Scrum Training, Agile Training by Mike Cohn. [14:23] - The key elements in building effective habits for increased productivity. [16:35] - Why creating an environment of psychological safety is essential in improving learning outcomes. [20:51] - How different levels of adoption, from self-coaching to group dynamics, can accelerate value delivery. [21:53] - Maslow's Hierarchy and for effective meetings. [22:55] - How the Cynefin framework and Agile practices can help solve hard problems elegantly. [26:02] - How implementing neurohacks can improve the speed of learning. [27:36] - Ted walks listeners through some neurohacks that help improve learning. [28:52] - Neuroplasticity is everyone's superpower but what’s the secret to developing new pathways in the brain? [33:17] - You can connect with Ted by visiting his website at Total Brain Coaching and for further learning check out his books. [35:49] - If you want to discuss this topic further join the Agile Mentors Community and jump into the discussion there. [36:22] - Do you have feedback or a great idea for an episode of the show? Great! Just send us an email and don’t forget to subscribe to the Agile Mentors Podcast on Apple Podcasts or your favorite platform so you never miss an episode. References and resources mentioned in the show: Total Brain Coaching Total Brain Coaching: A Holistic System of Effective Habit Change For the Individual, Team, and Organization 16 Super Biohacks for Longevity: Shortcuts to a Healthier, Happier, Longer Life The Coherence Code: How to Maximize Your Performance And Success in Business - For Individuals, Teams, and Organizations Self Empower: Using Self-Coaching, Neuroadaptability, and Ayurveda Trouble In Paradise: How To Deal With People Who Push Your Buttons Using Total Brain Coaching The Backwards Brain Bicycle - Smarter Every Day 133 Subscribe to the Agile Mentors Podcast on Apple Podcasts Certified Scrum Master Training and Scrum Certification Certified Scrum Product Owner Training Advanced Certified Scrum Product Owner® Advanced Certified ScrumMaster® Mountain Goat Software Certified Scrum and Agile Training Schedule Join the Agile Mentors Community Want to get involved? This show is designed for you, and we’d love your input. Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one. Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com This episode’s presenters are: Brian Milner is SVP of coaching and training at Mountain Goat Software. He's passionate about making a difference in people's day-to-day work, influenced by his own experience of transitioning to Scrum and seeing improvements in work/life balance, honesty, respect, and the quality of work. Ted Wallace is currently an Agile Coach at Principal Financial Group. He is a certified Scrum Master Professional (CSM, CSPO, CSP, CTC) and a registered corporate coach (RCC) with thousands of hours of coaching sessions. He’s also the author of several books, including Total Brain Coaching and Self Empower.

We all know by now that women HAVE to invest if we want to turn our earnings into true wealth. Yet still, even in 2023, not enough women feel confident about investing. According to HerMoney's 2023 State of Women survey, sponsored by Principal Financial Group, just 22% of female employees compared to 46% of male employees considered themselves knowledgeable about investing. Yet, we know that historically, women see better returns on their investments than men do. In other words, we're better at it than men, but we're also less confident than men.  Thankfully, there are ways to get more women interested in investing — and more confident in doing so! Nancy offers her best strategies for constructing our portfolio like a dinner party invitation list, how to do your research and ensure you're buying stocks with strong management teams, and the big wins (and losses) she's weathered along the way.  Join us! Snag all the latest episodes, savvy budgeting tips, investing advice, and even giveaways via the HerMoney Newsletter at Hermoney.com/subscribe! Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Houston, President and CEO of the Principal Financial Group, joins The Express to talk about how we need to rethink, redefine and reeducate ourselves about retirement given rising costs, longer life-spans and a lack of financial education. Plus, the 10-year U.S. Treasury yield topped 5% last week for the first time since 2007. That's adding pressure across the capital markets and changing the long-term investing equation for generations of investors. LINKS FOR SHOW NOTES https://www.etoro.com/en-us/news-and-analysis/market-insights/sweating-the-small-cap-stocks/ https://www.investopedia.com/terms/c/cape-ratio.asp https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 https://investors.principal.com/investor-relations/our-business/leadership/senior-management-bios/default.aspx https://www.investopedia.com/terms/o/operatingleverage.asp

Meg Anderson is the VP - CISO at Principal Financial Group. In this episode, she joins host Melissa O'Leary to discuss cybersecurity metrics and KPIs, as well as how companies can determine security posture and reduce risk, and more. SecurityScorecard is the leading security rating company, used by more than 2,500 top companies. To learn more about our sponsor, visit https://securityscorecard.com

Principal Financial Group is an American global financial investment management and insurance company who helps people create the kinds of lives they dream about, empowered by financial security and stability. But how do they approach their mission through a digital perspective? Ryan Downing, Vice President and Chief Information Officer of Enterprise Business Solutions at Principal Financial Group, discusses how technology, automation, and AI can enhance the customer experience, Principal Financial Group's efforts towards evolving their focus from contracts to customers, the connection between employee experience and customer experience, and more. Hear how Principal Financial Group is embarking on a digital transformation journey through keeping their customers in the center of it all.   Key Takeaways Digital transformation is about shifting the focus from contracts to customers, putting them at the center of business processes. Automation and AI can enhance the customer experience, but it's crucial to maintain a balance with the human element. A strong employee experience is essential for delivering a positive customer experience. Both are interconnected and drive business success.   Timestamps [00:00 - 03:45] Introduction to Ryan Downing and Principal Financial Group  [03:45 - 06:39] How Ryan Downing's Role and Principal Financial Group has evolved over the years [06:39 - 07:42] Ryan's perspective on digital transformation [07:42 - 09:11] How Principal Financial Group has shifted their focus from contract to customer [09:11 - 12:10] How the employee and customer experience are related [12:10 - 13:11] How Principal Financial Group creates a customer-centric culture  [13:11 - 15:30] What Ryan thinks the phrase “digital first” means [15:30 - 19:22] Ryan's views on the role of AI in a digitally transformed customer experience [19:22 - 21:28] Principal Financial Group's most important and recent digital initiatives  [21:28 - 23:28] Ryan's four indispensable digital transformation initiatives that he's driving [23:28 - 27:33] How Ryan sees the role of the human element in a high functioning IT organization as he approaches his job as its leader [27:33 - 28:39] Closing   Resources Connect with Ryan on LinkedIn: https://www.linkedin.com/in/cxcio/ Learn more about Principal Financial Group: https://www.principal.com/  

If auditors had to come up with ground-breaking ideas, what would be the first project they should launch? If auditors were to present at a TED Talk, what paradigm-shifting ideas should they share? Listen to David Dufek, Chief Internal Auditor at Principal Financial Group, answer these and many more questions about audit innovation. Oh, and learn why he would give a below bronze medal to ESG auditing. I fully agree with him on that one.

Welcome to another edition of the InsuranceAUM.com podcast. I'm Stewart Foley. I'll be your host. We're very happy to be joined today by Ken McCullum, Executive Vice President and Chief Risk Officer of the Principal Financial Group. 

In This Episode: Kara Hoogensen, SVP of Workplace Benefits at The Principal Financial Group, returns to the podcast to discuss the latest conversations around small business and workplace benefits. There is an incredible opportunity for business owners to grow their business while retaining their best employees, and turning the ordinary into extraordinary. The magic can be found inside this episode.

768: Our latest episode features a panel from our Metis Strategy Digital Symposium in May 2023 where Kathy Kay, CIO of Principal Financial Group, and Josh McLean, CIO of World Fuel Services, discuss the topic of sustaining a high-performance culture in times of change. Kathy describes the culture of Principal when she joined the company remotely during the pandemic, explains the necessity of leadership driving the cultural transformation, and speaks to the way she responds to misalignments in the culture of the company. Josh covers the elements of World Fuel's cultural transformation, how he quantifies and measure culture, and how he communicates constructive feedback to his organization. Finally, both executives look ahead at how hybrid work environments, generative AI, and more will impact the practices around culture at their companies.

768: Our latest episode features a panel from our Metis Strategy Digital Symposium in May 2023 where Kathy Kay, CIO of Principal Financial Group, and Josh McLean, CIO of World Fuel Services, discuss the topic of sustaining a high-performance culture in times of change. Kathy describes the culture of Principal when she joined the company remotely during the pandemic, explains the necessity of leadership driving the cultural transformation, and speaks to the way she responds to misalignments in the culture of the company. Josh covers the elements of World Fuel's cultural transformation, how he quantifies and measure culture, and how he communicates constructive feedback to his organization. Finally, both executives look ahead at how hybrid work environments, generative AI, and more will impact the practices around culture at their companies.

“Instead of having broad job categories that everybody has to fit into, you tailor a person's job around their specific skills and capabilities”, says Jon. “It could be where people work, the work that people do and how much people work. We want to enable as much flexibility as possible.”Jon shares his career journey from the U.S. Air Force to his first HR job with Siemens before transitioning to financial services, holding positions with HSBC and Wells Fargo before joining Principal Financial Group in 2018. He highlights Principal's global footprint and balancing his responsibilities as CHRO for a global business with a headcount of 20,000 alongside his EVP role at Principal Global Services. Discussing Principal's north star goal of creating a personalized employee experience, Jon gives specific examples of how they are moving towards a more diverse and inclusive environment.“If you peel back what it would mean to have a completely personalized employee experience, in order to make that successful, you would have to have a very inclusive mindset. If you have the systems to figure out how to tailor a job experience to an individual's preferences and capabilities, might that be the ultimate level of equality?”Jon shares his recommendations to senior executives interviewing for a role at Principal. “Nothing says more to us than a person in an interview process who's clearly done their homework. They've watched our investor relations. They understand as much as they can about who we are, then can identify exactly the value that they can bring to the organization. It's basically creating relativity in in a conversation.”He gives advice to fellow HR leaders and emphasizes the one lesson that his job has taught him along the way. “You hear something, it may or may not be true. Every single story has a few sides. You can only get to some form of the truth when you get all three sides.”Connect with Jon Couture on LinkedIn or find out more about Principal Financial Group The Insurance Coffee House Podcast is hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses around the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com Copyright Insurance Search 2023 – All Rights Reserved.

Principal Financial Group® recently released the results of an extensive survey it conducted asking advisors and employers their expectations for the future of retirement. Among the key trends it identified were an aging workforce with evolving financial planning needs. At the other extreme, Gen Z workers are beginning their careers with investment and planning preferences that differ markedly from older generations. Other findings included the anticipated need for personalization, financial wellness monitoring and counseling, and better services for retirement planning. - Principal Financial Group® (Nasdaq: PFG) is a global financial company with 19,000 employees passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more than 62 million customers plan, protect, invest, and retire, while working to support the communities where we do business, and build a diverse, inclusive workforce. Principal® is proud to be recognized as one of the 2023 World's Most Ethical Companies® by Ethisphere, a member of the Bloomberg Gender Equality Index, and a “Best Place to Work in Money Management.” Retirement and Income Solutions serves more than 46,000 employers and nearly 12 million participants. Total account value as of December 31, 2022, was $447 billion. Learn more about Principal and our commitment to building a better future at principal.com Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/-dealers. Principal Global Investors leads global asset management. Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392. © 2023 Principal Financial Services, Inc. 2836360-042023 - Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.

In This Episode: Amy Friedrich, President of U.S. Insurance Solutions at Principal Financial Group, wants business owners to get back to the basics when it comes to running their companies. This is a terrific conversation about what it will take for small businesses to succeed in 2023 and beyond.

Billions around the globe now lack access to banks and other financial institutions—or underutilize and misuse them. In this episode of CEO Perspectives, Steve Odland, President and CEO of The Conference Board, sits down with Dan Houston, Chairman, President, and CEO of Principal Financial Group, to discuss financial inclusivity. Tune in to find out: Why is financial inclusion around the world important? What is needed to drive financial inclusion? What is the role of the government versus the private sector in alleviating financial insecurity? Why is microlending important in developing countries? What should people be doing to prepare for retirement?

Beth Wood, executive vice president and chief marketing officer for Principal Financial Group, offers real-life resources and ideas for ensuring your business is here for the next generation of leadership. This episode of How Success Happens is brought to you by Principal Financial Group. Discover insight to help support your employees and your business at . Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2022 Principal Financial Services, Inc.

If you ask everyone on your team if they know why your company exists, what would they say? And no, "to make money" just won't cut it these days. You might not think such existential ponderings have a place when you're fighting fires, closing deals, and growing the business - but nothing could be more important to your organization's long-term success. Today, we talk with Denise Roberson, who shares her work and research showing that organizations with clear, actionable purposes enjoy many tangible and intangible benefits - profit and longevity being among the most impressive.Today, we talk about what a Chief Purpose Officer does, and we parse out the word salad of purpose, vision, and mission so you have a better understanding on how they all work together. She shares examples from market leaders Unilever and others who are measuring the value and impact of purpose in more accurate ways. We also talk about big mistakes Boards and leaders make when thinking about purpose and what you can do to get maximum benefit instead. Key Takeaways:While vision, mission, and purpose all have different meanings, what is most important is that, within your organization, you are all working with the same vocabulary and all understand what you are talking about and what is most important. Purpose is important for every aspect of business: employees, investors, consumers, customers, and management. Empathy and purpose are important to every company, whether 100 or 100,000 employees. It makes a difference, it gives a business edge, and it is good for the world.  "Purpose has now become a really powerful operating system that goes across the top of the organization. It's a great uniter: It's got this juicy business case that helps attract top talent, reduce turnover, and protects against risks." —  Denise Roberson  About Denise Roberson, Chief Purpose Officer, Omnicom TBWAIn her role as the first-ever Chief Purpose Officer in the Omnicom and TBWA network, Denise is leading some of the biggest brands in the world to actuate their business case for purpose, through focusing on a scalable, differentiated, and business goals oriented approach.  In this capacity, Denise is helping companies connect their brands to value and purpose, and using this unified strategy to create 21st-century value and growth across the entire stakeholder wheel.  TBWA was named one of the World's Most Innovative Companies by Fast Company and has worked with Fortune 500 and world-class brands around the globe such as Apple, Gatorade, Google, McDonalds, Intuit, Principal Financial Group, and the Grammy's.Denise is also serving as a marketing professor for Pepperdine University's Presidents & Key Executives MBA program and has served in a board role for a number of for-profit and not-for-profit organizations.Resources Mentioned: Five Mistakes Boards Make When Thinking About Purpose, by Afdhel Aziz, Forbes CMO CouncilConnect with Denise RobersonWebsite: https://tbwa.com/LinkedIn: https://www.linkedin.com/in/deniseroberson/Facebook: https://www.facebook.com/denise.roberson.129Instagram: https://www.instagram.com/deniseroberson_purpose/  Don't forget to download your free guide! Discover The 5 Business Benefits of Empathy: http://red-slice.com/business-benefits-empathy  Connect with Maria: Get the podcast and book: TheEmpathyEdge.comLearn more about Maria and her work: Red-Slice.comHire Maria to speak at your next event: Red-Slice.com/Speaker-Maria-RossTake my LinkedIn Learning Course! Leading with EmpathyLinkedIn: Maria RossInstagram: @redslicemariaTwitter: @redsliceFacebook: Red Slice

If you ask everyone on your team if they know why your company exists, what would they say? And no, "to make money" just won't cut it these days. You might not think such existential ponderings have a place when you're fighting fires, closing deals, and growing the business - but nothing could be more important to your organization's long-term success. Today, we talk with Denise Roberson, who shares her work and research showing that organizations with clear, actionable purposes enjoy many tangible and intangible benefits - profit and longevity being among the most impressive.Today, we talk about what a Chief Purpose Officer does, and we parse out the word salad of purpose, vision, and mission so you have a better understanding on how they all work together. She shares examples from market leaders Unilever and others who are measuring the value and impact of purpose in more accurate ways. We also talk about big mistakes Boards and leaders make when thinking about purpose and what you can do to get maximum benefit instead. Key Takeaways:While vision, mission, and purpose all have different meanings, what is most important is that, within your organization, you are all working with the same vocabulary and all understand what you are talking about and what is most important. Purpose is important for every aspect of business: employees, investors, consumers, customers, and management. Empathy and purpose are important to every company, whether 100 or 100,000 employees. It makes a difference, it gives a business edge, and it is good for the world.  "Purpose has now become a really powerful operating system that goes across the top of the organization. It's a great uniter: It's got this juicy business case that helps attract top talent, reduce turnover, and protects against risks." —  Denise Roberson  About Denise Roberson, Chief Purpose Officer, Omnicom TBWAIn her role as the first-ever Chief Purpose Officer in the Omnicom and TBWA network, Denise is leading some of the biggest brands in the world to actuate their business case for purpose, through focusing on a scalable, differentiated, and business goals oriented approach.  In this capacity, Denise is helping companies connect their brands to value and purpose, and using this unified strategy to create 21st-century value and growth across the entire stakeholder wheel.  TBWA was named one of the World's Most Innovative Companies by Fast Company and has worked with Fortune 500 and world-class brands around the globe such as Apple, Gatorade, Google, McDonalds, Intuit, Principal Financial Group, and the Grammy's.Denise is also serving as a marketing professor for Pepperdine University's Presidents & Key Executives MBA program and has served in a board role for a number of for-profit and not-for-profit organizations.Resources Mentioned: Five Mistakes Boards Make When Thinking About Purpose, by Afdhel Aziz, Forbes CMO CouncilConnect with Denise RobersonWebsite: https://tbwa.com/LinkedIn: https://www.linkedin.com/in/deniseroberson/Facebook: https://www.facebook.com/denise.roberson.129Instagram: https://www.instagram.com/deniseroberson_purpose/  Don't forget to download your free guide! Discover The 5 Business Benefits of Empathy: http://red-slice.com/business-benefits-empathy  Connect with Maria: Get the podcast and book: TheEmpathyEdge.comLearn more about Maria and her work: Red-Slice.comHire Maria to speak at your next event: Red-Slice.com/Speaker-Maria-RossTake my LinkedIn Learning Course! Leading with EmpathyLinkedIn: Maria RossInstagram: @redslicemariaTwitter: @redsliceFacebook: Red Slice

Abby interviews Jairo Garcia, Assistant Vice President of Global Brand Marketing & Media at Principal Financial Group. Jairo discusses the education and trust-building elements involved in the customer journey for Principal's target audience, and shares about his team's focus on storytelling and emotional appeal in its brand messaging.

Amy Friedrich is the President of U.S. Insurance Solutions at Principal Financial Group. Amy learned the importance of leadership and partnership at a young age, and today focuses on helping businesses develop solutions to improve workplace community. In this episode of How Success Happens, Amy shares how business owners can foster better conversations in the workplace and manage their own and employee wellness and burnout in the current economic climate.This episode of How Success Happens is brought to you by Principal Financial Group. Discover insight to help support your employees and your business at principal.com/businesses. Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2022 Principal Financial Services, Inc.

Amy Friedrich is the President of U.S. Insurance Solutions at Principal Financial Group. Amy learned the importance of leadership and partnership at a young age, and today focuses on helping businesses develop solutions to improve workplace community. In this episode of How Success Happens, Amy shares how business owners can foster better conversations in the workplace and manage their own and employee wellness and burnout in the current economic climate.This episode of How Success Happens is brought to you by Principal Financial Group. Discover insight to help support your employees and your business at . Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2022 Principal Financial Services, Inc.

Julie Keyes shares on Exit Planning for Family Business About: Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands the responsibilities of ownership and the struggles that come with the role of being an owner. She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member, a member of its Leadership Council, and recipient of EPI's “Thought Leader of Year” in 2017 and 2022. She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms. She also produced an online course specifically to help advisers educate their clients and prospects on the process of Exit Planning called “Business Transition Readiness: An Owner's Guide to the Process”. On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, spending as much time with them as she can. She's also active in her parish and in the business community. Websites: https://keyestrategies.com/ and https://www.poisedforexit.com/

Young & Kara dive into topics such as navigating untraditional parenting dynamics as a family with a working mother with a stay-at-home father and how she practices and implements servant leadership both in business as well as parenting. They also touch on the importance of embracing and enjoying every moment with your kids.Please enjoy & subscribe!ABOUT OUR GUEST:Kara Hoogensen is a senior vice president with Principal Financial Group®, in charge of Specialty Benefits for U.S. Insurance Solutions (USIS). She is responsible for group benefits, a business area she previously led as vice president, as well as the individual disability income business line and the sales compensation administration area.Hoogensen joined Principal® in 1996 and held roles in pension underwriting and consulting until 2000. After a year with Merck & Co., Inc. as a professional representative, she re-joined Principal in 2001 as a business development consultant and then held multiple strategy positions before being named director and then managing director for Defined Contribution Investment Only (DCIO). She was promoted to chairman, president, and CEO of Principal Bank® and Principal Trust Company® in 2014 and became president and CEO of Principal Securities, Inc. in 2015. Hoogensen assumed her role of vice president of Group Benefits in USIS in August 2017 and assumed her current responsibilities in March 2020.Hoogensen received her bachelor's degree from Central College. She earned her Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefits and Certified Investment Management Analyst (CIMA®) designation. In 2018, she was named to the board of directors for Limelight Health, Inc., a California-based quoting, underwriting, and proposal platform for the employee benefits industry, and served from 2018 until the company's acquisition in August 2020. She also serves on the Central College Economics, Accounting and Management (EAM) Advisory Council.STUFF WE LOVE:Attention founders and investors:Two12.co is the best cap table and fundraising toolkit. Use code TGDS for 25% off!https://bit.ly/3Q7wHsnTry Young's online recording studio!https://riverside.fm/homepage?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=youngLooking to outsource graphic design? Try Young's favorite resource, Penji: unlimited designs for one fixed cost from some of the world's top design talent!https://penji.co/pricing/?affiliate=3I86N6MSF5358220Learn more about us!Our website: https://thegirldadshow.com/Instagram: https://www.instagram.com/TheGirlDadShow/Facebook: https://www.facebook.com/TheGirlDadShowShop here for The Girl Dad Show products: https://thegirldadshow.com/collections*If you click on our links, we may receive a tiny commission AND… most of the time, you will receive an offer. Win/Win! The products that The Girl Dad Show recommends are the ones we believe in.

This week, host Mandi McReynolds is joined by Beth Wood, Executive Vice President and Chief Marketing Officer at Principal Financial Group® and the chair of the Principal ESG Task Force. In recognition of National Women's Small Business Month, Beth shares how her experience running a small business prepared her to drive ESG strategy for a Fortune 500 company and describes the innovative Principal® Global Financial Inclusion Index. Resources: 1) Principal Financial Group ESG Strategy - https://www.principal.com/sustainability/esg-strategy  2) Global Financial Inclusion Index - https://www.principal.com/financial-inclusion  3) Edelman Trust Barometer - https://www.edelman.com/trust/2022-trust-barometer

Using her experiences working at both large corporations and small businesses, Beth Wood now strives toward providing businesses with better resources for family succession. In this episode of How Success Happens, Beth highlights how business owners can engage in succession planning by working on their business, not just in their business. This episode of How Success Happens is brought to you by Principal Financial Group. Discover insight to help support your employees and your business at principal.com/businesses. Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2022 Principal Financial Services, Inc.

Jared Bull is a transformational executive coach and entrepreneur. He works with other coaches, executives, and entrepreneurs from around the world both online and offline to give them the inner tools and external resources to help them bring inner visions to life. He builds company cultures, coaches teams and leaders, and champions a diverse and inclusive world.     His true life started after experiencing heavy combat twice in Afghanistan as a marine where his company was hit with a 50% casualty rate losing many friends. His healing of trauma and inner wounds led him into the transformational executive space. His work has been showcased on 5 different continents, on a YouTube channel of 24 thousand, and also has consulted within Fortune 500 companies such as Principal Financial Group and National Bank of Canada. He is dedicated to showing executives, employees, and companies how to be successful, both internally and externally, despite the volatile environments around them. His worked has been featured across 5 different industries both public and private and within over 15 companies across 13 different countries.   Key Notes: What is the art of transformation How we're driven by curiosity and exploration When and what is the right time to jump right into your full creative effort   Show Notes: (02:02) Jen introduces this week's guest (05:48) Jared shares how his transformation started and how he got where he is right now (07:57) Jared shares how his body going to sleep but his awareness is still fully online (14:30) What mastering the art of transformation looks like (21:40) Jared talks about how he stays neutral state (24:22) How human experience is changing in an exponential rate (32:38) Jared shares what his mantra is (41:45) How we are a force of the human condition and moving the human evolution forward (47:38) How he navigates the time space and how it works (55:38) Jared shares the framework and key concepts of transformation (1:09:36) How you got to get used to not being perceived the correct way and still keep an open heart (1:!2:33) What bliss means   Quotes: (22:19) Language is a validating tool (22:45) Human experience evolves as a culture evolves and grows (53:01) Anything you could ever want is already present to the planet (1:09:16)  The perception can be overwhelming sometimes (1:08:46) The human ego doesn't like to be told what it is, what it isn't and what it is becoming   Connect with Jared: Website: https://transformationalcoaching.co Instagram: https://www.instagram.com/thetransformationalcoach/ Coaches Facebook Group: https://www.facebook.com/groups/409709916742083  Youtube: https://www.youtube.com/c/TransformationalCoaching  Transformation Class (Mastering the Art): https://bit.ly/3snJNHE   Resources: Website: https://www.jenmons.com/  Facebook: https://www.facebook.com/JenMonsCoaching  Instagram: https://www.instagram.com/jen.mons/  Youtube: https://www.youtube.com/channel/UCXFG_uyCRg9nxM43jS9mvUg  Prosperity: https://www.jenmons.com/prosperity  13 Moons of Devotion: https://www.jenmons.com/13moons-of-devotion  Meditation Bundle: https://jenmons.simplero.com/meditation-bundle 

Have you ever thought of getting an au pair? If you have a toddler or a child that needs extra care, and you are open to having a cultural exchange into your home, then getting an au pair might be a good idea. If you get your ideal match, an au pair can be like a family member and there are a lot of positives to it.   Today we have Alan W. Wiederhold with us, who is an Au Pair HostDad himself hosting Au Pairs for the last 5 years. Let's learn more about Au Pairs, how it works, and how you can find your ideal match, and some things to keep in mind when looking for an Au Pair. All this and a lot more in today's episode of Old Guy Talks To Me.   Go to www.thestandard.academy/magazine to become one of the first to get my digital magazine for free that'll help you create a kick-ass life.   Alan W. Wiederhold is the Executive Vice President for Evolution Healthcare. Before joining Evolution, Alan enjoyed a 20-year career as Vice President of National Account Sales for both CoreSource (now Trustmark Benefits) and Principal Financial Group. Alan is an author, national speaker, and self-proclaimed healthcare nerd focused on creating new strategies for employers.   He is also a Veteran of the US Navy, serving in both Persian Gulf Conflicts and the former Yugoslavian crisis in the Adriatic Sea. Upon his honorable discharge, Alan earned his joint Bachelor of Arts in Political Science and Latin American Studies from Western Michigan University. He holds a Group Benefits Associate designation from the International Foundation of Employee Benefit Plans (IFEBP) and Wharton School of Business   Alan enjoys spending time with his college sweetheart Rachel, daughter Harper, and son Ryker.   Alan's newest venture involves helping au pairs and families navigate the process of finding a good match.   What do you do when both of you are hunting down the American dream and you have a family? Day Care, Nannies didn't work for us so we went the Au pair route.   There is a big disconnect in what au pairs think about the program and what American's think about what an Au pair does.   After 4 AuPairs, 5 years, COVID, Rematches and daily conversations, I have decided to do something about it.   I created HostDad to help AuPairs discover who they are and what they are looking for. www.aupairexperience.us https://www.facebook.com/hostdadus https://www.instagram.com/hostdadus/   A bit about me (Dr. Orest Komarnyckyj): Dr. Orest Komarnyckyj enjoyed a prestigious career as a periodontal regenerative surgeon moving to a new passion in June 2018. He retired after a 33-year career to pursue new passions. At 69 Dr. Orest has taken on a new role as an Interviewer, Podcaster and government-certified Old Guy. He streams from his new home in Las Vegas, NV. He lives with his wife of 29 years, Oksana. His status as an empty-nesters with two out of college-employed children has left him with time and energy to share decades of successes, failures, and wisdom.   Timestamp: 00:00 - Precap 01:08 - Intro 02:16 - Guest introduction 06:30 - What's the most important thing you've done today? 08:30 - Distinction between a nanny and an au pair 10:30 - Who should consider getting an au pair? 12:12 - What questions should a family ask to themselves when they're starting to look or consider an au pair? 15:00 - Level of trust 16:40 - What should an au pair consider when they are looking for a match? 18:46 - Commercial 19:20 - Commercial ends/ how do you determine the quality organizations? 21:50 - How does the matching process work? 24:58 - Common reasons a match does not work? 26:41 - Any horror stories you heard about au pairs? 28:30 - Ratio of au pairs from male to female 29:15 - Tell us about your free book and your website 33:30 - Closing thoughts 35:02 - Outro

In this episode, Brian introduces a brand new segment to the Small Business Edge podcast. It's called “Big Business Advice for Small Business Owners.” His guest for the first episode is Kara Hoogensen, SVP of Specialty Benefits at the Principal Financial Group. She shares a wealth of great information and stories to help business owners navigate the insurance maze and how to provide benefits that will help them hire and retain the best employees.

Gil was born and raised in Philadelphia. He attended Penn State University where he was a member of Sigma Pi Fraternity and played club rugby. He relocated to Michigan nine years ago. He resides in Royal Oak. In his free time, he enjoys playing hockey and baseball, traveling, staying active, stand-up comedy and cooking. He has been a football coach for over a decade and started coaching his nephew in youth football in Rochester Hills. He is currently an assistant coach of football at Cranbrook High School coaching the varsity defensive line for the past four years. Gil likes the employee benefits role because it allows him to help small to mid-size businesses Prior to joining USI, Gil Bromley worked in the financial field as a wholesaler for over a decade at such firms as Vision 4 Fund Distributors, Lincoln Financial Insurance, Principal Financial Group, and Rock Harbor Partners. His role was distributing Long Term Care, 401k Plans, ESOP Plan, Deferred Compensation Plans, Defined Benefit Plans and Mutual Funds to wire house advisors and independent advisors at firms like Merrill Lynch, Morgan Stanley and Edward Jones in the state of Michigan.Learn More: http://www.usi.com At Inspire Wealth, we believe everyone should be able to live the retirement they've always wanted. Your financial situation is different from that of your parents, your neighbors, and even your closest friends, so a cookie-cutter approach isn't going to cut it. We can work with you to create a retirement strategy that fits your unique retirement needs — a strategy designed to get you to your goals. When you have concerns about things like how long your money will last or what will happen if you pass away before your spouse, we can help you answer those questions, too!Learn More: https://inspireyourretirement.com/The Inspired Business Leaders Podcasthttps://businessinnovatorsradio.com/the-inspired-business-leaders-podcast/Source: https://businessinnovatorsradio.com/ep-1-interview-with-gil-bromley-employee-benefits-specialist-with-usi-with-nick-bour-founder-of-inspired-wealth

649: In this interview, Kathy Kay, Chief Information Officer for Principal Financial Group, discusses how she is driving the modernization and simplification efforts at the company to evolve the customer interactions from a digital perspective. Kathy also gives her perspective on the war for talent and how her experience starting her role during the pandemic has informed her view on remote onboarding. Finally, she shares a few lessons learned from her diverse array of experiences, what the future of women in tech looks like, and the various trends in technology that she is keeping her eye on.

649: In this interview, Kathy Kay, Chief Information Officer for Principal Financial Group, discusses how she is driving the modernization and simplification efforts at the company to evolve the customer interactions from a digital perspective. Kathy also gives her perspective on the war for talent and how her experience starting her role during the pandemic has informed her view on remote onboarding. Finally, she shares a few lessons learned from her diverse array of experiences, what the future of women in tech looks like, and the various trends in technology that she is keeping her eye on.