Podcasts about Professional services

Welcome back to Season Two of the PIE-Cast, where we will be diving into The Growth Engine, A Guide to Building a World-Class Business Development Function in Professional Services. In this episode, TJ Dennis sits down with returning guest Erika Flowers, the Chief Client Officer and Partner at Profitable Ideas Exchange. Erika is one of the four authors of The Growth Engine and she talks through what an Ideal Client Profile (ICP) looks like and why it matters, gives us a few sports analogies that help paint a picture of working as a team in business, and why professional services need to find their niche. If you have feedback about the show or would like to learn more about working with PIE, please contact us at: connect@profitableideas.com. You can also learn more about our previous books, How Clients Buy and Never Say Sell, by visiting our website. Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

Here's a question that'll drive you absolutely crazy: How do you sell professional services without giving away everything for free? That's the burning question from Laura and Adam, attorneys who are struggling with the classic professional services dilemma. Their intake team and attorneys want to showcase their expertise by giving away everything for free during sales conversations. Meanwhile, they're also trying to figure out what kind of salesperson they need to hire to sell high-value legal services effectively. If you're nodding your head right now, you're not alone. This is the most common trap I see professional service providers fall into, and it's bleeding them dry while their competitors who keep their mouths shut are crushing them in conversion rates. The Professor Problem: Why Being Smart Is Making You Broke Laura nailed it when she described their current approach as "professorial." They show their talents and knowledge, thinking, "How can they not want to hire us because we're so brilliant?" But here's the brutal, kick-you-in-the-gut truth: The more you teach on sales calls, the lower your closing ratio becomes. Period. No exceptions. The less information you give, the higher your closing ratio goes. This isn't just theory—it's what I've learned from years of training consultants and professional service providers. When practitioners get on sales calls, it's incredibly hard not to show all our cards or teach people during the conversation. But you're not running a free consultation. You're running a sales process. Why Information Is Your Leverage—Not Your Gift Here's what Laura and Adam's team needs to understand: Information is your leverage. Are you going to give your leverage away for free? The key is teaching your intake team how to ask questions and bring the person through a process. You're connecting with prospects, learning about them, getting them talking about their fears, helping them articulate what they want, and then building a quick value bridge to why they should sign with your firm. Then—and only then—do you ask for the commitment. When prospects start fishing for free legal advice, you shut it down fast with this exact response: "That's a really, really good question. And that's exactly why we need to get you booked with an attorney so that you can sit down with a professional who can walk you through that strategy. Let's go ahead and get you signed up." The High-Stakes Hire: What to Look for in Professional Services Salespeople When you're selling high-value services instead of products, you need a special type of salesperson. Here are the three make-or-break qualities that will determine whether your hire is a rockstar or a disaster: They Need to Be Street Smart - Not book-smart—street-smart. They need to think on their feet because you've got different types of people coming to you with different cases. If someone is used to just following a script, they're not the right person for you. High Emotional Intelligence with Outcome Drive - This is the tricky balance. They need high emotional intelligence to quickly connect with people and build relationships. But they also need enough outcome drive to ask for the commitment and not let people off the hook. You're essentially running a one-call close. A person comes in, you take them through the journey, and then you ask them to make a commitment. If they don't commit on that call, your chances of signing them as a client go down exponentially over time. The Goldilocks Zone - If you hire someone too far on the outcome-driven side, they'll be pushy schmucks who pressure people, strongarm prospects, and destroy your reputation. You'll end up with buyers' remorse and angry clients. If you hire someone too relationship-driven with too much empathy, they'll have great conversations and make wonderful friends—but they won't convert anybody into customers.

Ops Quickies – snackable episodes on tech, tools, and systems.

Industrial Talk is onsite at Hexagon LIVE and talking to Dilraj Kahai and Eric Shufelt with 21Tech about "Data is gold and key to success". Scott Mackenzie hosts an industrial podcast featuring Dilraj and Eric from 21 Tech, discussing asset management and AI solutions. They highlight the challenges of integrating AI into asset management due to incomplete and dirty data. 21 Tech's approach involves developing AI point solutions to automate processes and clean data incrementally, making it more manageable for clients. They focus on public sector industries like transit, utilities, and public works, offering pre-built solutions to expand market reach. Eric Shufelt emphasizes the importance of understanding client needs and processes to ensure successful implementations and continuous improvement of systems. Action Items [ ] @Scott MacKenzie - Follow up with Eric Shufelt on LinkedIn to discuss 21 Tech's professional services offerings and how they can help organizations improve their asset management processes. [ ] @Scott MacKenzie - Connect with Dilraj Kahai and Eric Shufelt to learn more about 21 Tech's approach to leveraging AI and Hexagon's software to solve industry-specific challenges. [ ] Explore opportunities to collaborate with 21 Tech on bringing AI-powered asset management solutions to the transportation, utilities, and public works sectors. Outline Introduction and Welcome to Industrial Talk Podcast Scott Mackenzie introduces the Industrial Talk Podcast, emphasizing its focus on industry innovations and trends. Scott welcomes the audience and highlights the importance of the industrial sector, including manufacturing, oil and gas, and data. Scott introduces the guests, Dilraj and Eric, from 21 Tech, and praises their contributions to the industry. The podcast aims to celebrate industry professionals and their contributions to solving daily problems. Introduction of Guests and Initial Discussion Scott Mackenzie introduces Dilraj and Eric, highlighting their roles and contributions to the industry. Dilraj introduces Eric Schmidt, Vice President of Professional Services at 21 Tech, as a brilliant mind in asset management. Dilraj and Eric discuss the progress and changes in the industry since their last conversation. Scott Mackenzie refers to the current industrial landscape as an "industrial Renaissance," indicating the rapid advancements and changes. Challenges in Asset Management and AI Integration Dilraj discusses the challenges companies face in integrating AI into asset management, particularly the issue of incomplete and dirty data. 21 Tech has developed AI solutions to automate processes and clean up data, making it more efficient and reliable. Scott Mackenzie and Dilraj discuss the importance of clean data in making informed decisions and avoiding bad decisions based on dirty data. 21 Tech's AI solutions help automate data entry and ensure pristine data, saving time and improving efficiency. Addressing Historical Data and Incremental AI Solutions Dilraj explains how 21 Tech addresses the issue of historical data, either by starting clean from now or using AI to clean up old data. The AI solutions provide incremental steps to clean data, making the process less overwhelming and more manageable. Scott Mackenzie and Dilraj discuss the importance of having clean data for accurate insights and decision-making. 21 Tech's approach helps organizations incrementally improve their data quality without...

Have you ever tried running a business like it's a utility function? Today's guest has. CJ is joined by Michaela Lehr, a seasoned FP&A leader and former CFO of ActionIQ, who breaks down how CFOs can pull levers like growth, retention, margin, and cash runway to maximize value without blowing something up. Michaela explains how not all growth is created equal and why how you grow matters as much as how much you grow. She talks about gross margin as the most sensitive area of the P&L and how to communicate with engineers about their impacts on it. The conversation also covers the rise of “experimental recurring revenue” in AI-first products, why investors are obsessed with net dollar retention, the risks of over-servicing customers, looking out for your own finance team, and what it means to budget in the real world when everything changes after board approval.—LINKS:Michaela Lehr on LinkedIn: https://www.linkedin.com/in/michaela-lehr-2908996/ActionIQ: https://www.uniphore.com/actioniqCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: Loveable: https://lovable.devCanva: https://www.canva.comConcourse: https://www.concourse.co—TIMESTAMPS:(00:00) Preview and Intro(02:20) Sponsor – Rillet | Pulley | Brex(07:33) What It Means To Run a Company Like a Utility Function(10:45) An Example of Optimising for This Utility Function Regarding AI Spend(15:36) Sponsor – Aleph | RightRev | Navan(19:35) Less Visible but High-Impact Levers That Drive Revenue(22:15) Gating Headcount Based on Performance Milestones(25:09) Cloud Costs as a Hidden Lever(27:30) Why How You Grow Matters As Much as How Much You Grow(30:08) Professional Services as a Necessary Investment(32:43) What ERR (Experimental Recurring Revenue) Is(36:39) Margin As the Most Sensitive Area of the P&L(38:13) Communicating With Engineers About Gross Margin(41:56) Why Investors Care So Much About Net Dollar Attention(43:53) Making Sure Your Upsells Don't Mask a Churn Problem(44:40) What Over-Servicing Your Customer Looks Like(46:58) Why the “Just Give Me My Budget” Mindset Doesn't Work(49:23) Brokering the Budget With Execs in Real Time(51:38) Looking Out for Your Own Team as a CFO(56:26) The First Sign of an Erosion of Trust(59:50) Finance's Role in Upholding Capital-T Truth(1:01:31) Long-Ass Lightning Round: A COVID-Era Multitasking Mistake(1:02:06 ) Advice to Younger Self(1:04:07) Michaela's Favorite Finance Tool(1:04:17) Craziest Expense Story—SPONSORS:Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.#UtilityFunction #FPandA #BusinessStrategy #GrossMargin #NetDollarRetention This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

During the month of August, we will be enjoying some summer weather and taking a break from recording new episodes. To satiate your thirst we will be re-releasing the hottest episodes of the year, every week, for you to enjoy with a Mai Tai by the pool like David will be.In this episode of the FocusCore Podcast, host David Sweet interviews Roop Kaistha, the head of Asia Pacific at AMS, about the evolving landscape of talent acquisition in Asia, particularly in Japan. With nearly two decades of experience, Roop shares her career journey, insights on the challenges and opportunities in talent acquisition, and the importance of relationship-building in recruitment. The latest FocusCore Salary Guide is here: 2025 Salary Guide In this episode you will hear:The importance of being market ready for Asian markets particularly in communication method choicesThe future of hybrid work vs in office only and the challenge of keeping engagement levels up The role of technology and AI in recruitment and some of Roop's favourite toolsThe future trends in recruitment in AsiaParticipate in our 2026 Salary Survey here: 2026 Salary SurveyAbout Roop:Roop brings two decades of experience working across multiple markets, spending the last 15 years in Outsourcing and Talent Acquisition. She has a proven track record in the strategic management of large scale RPOs and MSPs across Asia Pacific. She has held various roles including Solution Design, Implementation, running the Innovation Centre for Asia Pacific and, most recently, as Regional Head of RPO and Professional Services.Roop was appointed as Regional Managing Director of APAC in 2022. She heads the APAC leadership team, driving APAC's growth strategy and business plan objectives. Roop ensures the firm continues to exceed the expectations of clients across Asia, and to deliver further growth in this vital region.Connect with Roop: https://www.weareams.com/ https://www.linkedin.com/in/roopkaistha/ Connect with David Sweet:LinkedIn: https://www.linkedin.com/in/drdavidsweet/ Twitter: https://twitter.com/focuscorejp Facebook: https://www.facebook.com/focuscoreasiaInstagram: https://www.instagram.com/focuscorejp/ Website: https://www.japan.focuscoregroup.com/

In this week's episode, we discuss how to elevate your business transformation abilities and the obstacles to women's career progression in professional services.Ever heard of a ‘wicked problem'? Identified by two social scientists, Horst Rittel and Melvin Webber, in the 1970s, these are problems that are difficult or impossible to solve because of the numerous interlinked challenges they present, which are often in flux, may be contradictory, and involve multiple decision-makers. In a recent piece, MT columnist Chris Dalton argues that ‘wicked problems' are one reason why business transformation is seldom straightforward. With the failure rate for such projects notoriously high, we bring you Dalton's advice to support leaders in their organisational change endeavours. It may be 2025, but the number of women in M&A and professional services who feel their path to the C-suite has been hindered by sexist bias and discrimination is startlingly high (as many as one in three in the US). That's the sobering picture revealed by a survey by CIL Management Consultants, which also cited imposter syndrome as a hindrance to career progression for women working in professional services. Éilis Cronin discusses her interview with CIL partner Tabitha Elwes, who offered her thoughts on how companies within the industry can support women as they climb the corporate ladder.Credits:Presenters: Antonia Garrett Peel and Éilis CroninProducer: Inga MarsdenArtwork: David RobinsonLinks:https://www.managementtoday.co.uk/five-personal-practices-art-business-transformation/mt-columnist/article/1927141https://www.managementtoday.co.uk/imposter-syndrome-lack-role-models-shape-womens-careers-professional-services/interviews/article/1926495 Hosted on Acast. See acast.com/privacy for more information.

Before you kick off your next website project, take a beat—because there's a lot you can do ahead of time to make the process smoother, more strategic, and ultimately more successful. To wrap up Season 4 of The Shortlist, Wendy Simmons is joined by Kyle Davis and Lauren Jane Peterson to break down the things you should tackle before your website project officially begins.They walk through practical steps like confirming your Google Analytics setup, gathering project descriptions and photos, and doing a little web-stalking of sites you admire. Plus, they emphasize the importance of aligning your brand messaging and having up-to-date photography, bios, and team headshots on hand before you dive into the actual website build.Whether you're just dreaming about a new website or have your kick-off on the schedule, these tips will help you plan more effectively, streamline content collection, and get stakeholder buy-in. Trust us, your future self will thank you for the prep work.CPSM CEU Credits: 0.5 | Domain: 2

Why You’re Really Afraid to Raise Your Prices with John Ray (The Price and Value Journey, Episode 141) Are you afraid to raise prices? You’re not alone. Raising your prices isn't just a financial move. It's an emotional decision that can stir up fear, doubt, and second-guessing. In this solo episode of The Price and […]

Why do so many professional services firms,  full of smart, capable people, sound like they're trying to confuse you?In this episode, the Good team dives into the five hard truths that explain why professional services branding so often misses the mark. From overcomplicated language to legacy baggage, inside-out thinking to same-same design, we unpack the traps firms fall into and why clarity is braver than complexity.Expect straight-talking, zero-fluff takes on:Why “you can't express what you haven't defined”How legacy names can become anchorsWhat the “we-to-you ratio” reveals about customer focusWhy looking professional doesn't mean looking the sameAnd how strategy, not design, sets the foundationWhether you're in B2B tech, law, consultancy, or finance, this one's for anyone tired of jargon, vague mission statements, and forgettable brands.

The following article of the Professional Services industry is: “How Mexican Talent Can Lead the Future of Artificial Intelligence” by  Maria Fernanda Gonzalez, CEO and Founder, Kostik.

From the outside, M&A can seem like a clean transaction – a new parent company, a logo change, a cheerful announcement.But inside? The reality is messier. Integration. Culture clashes. Reporting headaches. And a long list of decisions that determine whether the deal actually works.Dom Hawes has lived both sides. After his own agency was acquired (badly), he went on to build Selbey Anderson – a marketing services group backed by private equity, designed from day one to scale through M&A.In just 30 months, he led the acquisition of 11 agencies, growing the group to £22M in revenue. In this episode, he pulls back the curtain on how that actually happens – and what too many people get wrong.Here's what we dive into:Why leadership – not just profit – is the #1 factor Dom looks for in an acquisitionThe red flags that make him walk away (including founders who say “I'm not a numbers person”)What makes integration hard – and how to avoid derailing moraleThe systems decision Dom regrets – and how it made integration and reporting harder later onHow to be “sale-ready” in today's tougher marketWhether you're looking to sell or simply sharpen up your ops, this one's a must-listen.Additional Resources:Follow Dom Hawes on LinkedIn: https://www.linkedin.com/in/dominichawes/ Check out Selby Anderson: https://selbeyanderson.com/ Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/ Get the key takeaways from the podcast in your inbox. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

Welcome to the Bryden Wood Podcast. In this episode, 'UK Industrial Strategy: Analysis, Gaps, and the Path to Growth', co-founder Martin Wood, Technical Director Adrian La Porta, and John Dyson examine the UK's recently published industrial strategy.The discussion highlights the positive aspects of the strategy, such as establishing a 10-year framework for economic stability , identifying key high-growth sectors (advanced manufacturing, clean energy, creative industries, defence, digital/technologies, financial services, life sciences, and professional/business services) , and its systems-thinking approach to complex challenges. They note the importance of a focus on pharmaceuticals, an area where the UK has historically excelled in innovation. The strategy's attention to reducing electricity prices for energy-intensive businesses and boosting R&D is also acknowledged as positive.However, the conversation pivots to what the strategy lacks: a clear 'industrialization strategy' that details how economic growth will be achieved. The team points out the disconnect between university education and industry needs, particularly in areas like automation. They also discuss the UK's 'cultural gap' and 'structural problem' regarding investment confidence at critical stages for new ideas , and the tendency to silo efforts rather than fostering integration between regional clusters.The podcast explores broader issues like the UK's productivity puzzle , the low uptake of AI and robotics in SMEs , and the need for a compelling national vision beyond mere policy documents. They argue for a stronger connection between educational institutions and industry, akin to the US model where universities actively foster startups.Ultimately, the episode emphasises that while the industrial strategy is a good start, its success hinges on fostering deeper integration between commerce, education, and investment , and creating a cohesive, skilled workforce across all levels.Intro: 0:00John Dyson on UK Industrial Strategy: 0:27Adrian La Porta on Industrialization: 3:52Martin Wood on Stability and Environment: 5:21Integration and Investment Gaps: 7:23Clusters and Regional Issues: 10:55Education, Skills, and Industrialization: 15:16Cultural and Economic Reflections: 21:29Vision, Integration, and Conclusion: 25:34Send us a textTo learn more about Bryden Wood's Design to Value philosophy, visit www.brydenwood.com. You can also follow Bryden Wood on LinkedIn.

When we talk about the future of enterprise software, AI is front and center. But behind the buzzwords, real transformation is happening in how businesses plan, execute, and deliver professional services. In this episode, I sat down with Raju Malhotra, Chief Product and Technology Officer at Certinia, to explore how AI is shifting from theory to practice in high-scale environments. Certinia, a native ISV on Salesforce, is helping global tech and service firms like Cisco, Siemens, and PwC automate their services operations. With over two million users and six million active projects, the platform isn't just adding AI for the sake of it. It's embedding it directly into workflows to solve tangible business challenges. Raju shares a clear framework for understanding how different types of AI are being implemented. Predictive AI is already deeply integrated into enterprise processes. Generative AI is gaining traction for simplifying content and communication. Agentic AI, the most recent frontier, enables digital agents to complete complex tasks independently within enterprise guardrails. What stood out in our conversation was the emphasis on outcomes over features. Raju makes a compelling case for starting every technology decision by understanding the customer's goals. Certinia's approach avoids chasing trends for the sake of headlines. Instead, the focus is on delivering results like improved margins, higher resource utilization, and smarter project delivery. We also discussed Certinia's early adoption of Salesforce's Agent Force and how their team works closely with Salesforce engineering to align on AI strategy. Rebranding their ERP Cloud to Financial Management Cloud was another move that reflects their sharper focus on services-centric financials, rather than trying to be everything to everyone. There's a clear message in this conversation. Innovation in AI must be matched with investment in performance, latency, scale, and user experience. For any tech leader navigating the AI landscape, Raju's insights provide a grounded, real-world guide. How are you aligning your AI investments with measurable business outcomes?

Alan Whitman challenges firm leaders to embrace uncomfortable questions as catalysts for organizational transformation. His central thesis: we are already advisors, trapped not by capability but by inherited paradigms that no longer serve our evolving purpose.Jason and Alan discuss how advisory and compliance were once integrated, but now we've artificially separated them. Modern firms must position traditional services as support structures for advisory work, not the primary focus. This requires asking: "Is this really our highest and best use to the organization?"Some specific reflection points from this episode are how many leaders are actively questioning their status quo versus simply going through the motions? The "ShoShin" approach—embracing beginner's mind when facing major changes—demands we start from scratch rather than incrementally adjust failing systems. Begin with uncomfortable questions that challenge existing assumptions. Evaluate whether you're accumulating clients or strategically building practice. Assess which non-negotiables could most transform your firm's trajectory.As a reminder, transformation is not about perfection, but about courageous, intentional movement toward our highest organizational potential. We are architects of possibility, constantly redesigning our structures to align with our evolving vision of what professional services can become.

NautobotGPT is a new AI assistant for Nautobot that helps engineers with network automation, answers questions, recommends tooling, and delivers working code. We discuss the user experience of NautobotGPT with Matthew Schwen, Associate Director of Network Automation at Humana, CoFounder and CTO of PortalCX; and Brad Haas, VP of Professional Services at Network to Code.... Read more »

NautobotGPT is a new AI assistant for Nautobot that helps engineers with network automation, answers questions, recommends tooling, and delivers working code. We discuss the user experience of NautobotGPT with Matthew Schwen, Associate Director of Network Automation at Humana, CoFounder and CTO of PortalCX; and Brad Haas, VP of Professional Services at Network to Code.... Read more »

Guest: Ray Meiring, Co-Founder & CEO at QorusDocsScaling a SaaS business from consultancy roots to enterprise success requires more than just great tech—it takes ruthless focus, smart go-to-market choices, and a deep understanding of your buyer.In this episode, Ray Meiring, co-founder and CEO of QorusDocs, joins host Ken Lempit to share the lessons learned on his journey from South Africa to the U.S. market and how QorusDocs carved out a winning niche in AI-powered proposal automation.We unpack: ✅ Why founder-led sales can't scale—and how to move beyond it ✅ The trap of chasing SMBs after funding (and what to do instead) ✅ How QorusDocs found product-market fit through one anchor customer ✅ What every SaaS CRO and CMO should know about RFP response teams ✅ The critical role of marketing in driving pipeline (not just sales)Ray also shares the moment venture funding pushed them off course—and how doubling down on their ideal customer profile helped them reset, rebuild, and grow more efficiently.If you're a SaaS CMO or CRO scaling into enterprise, navigating founder-to-function transitions, or wondering where AI really moves the needle, this episode is packed with firsthand insight.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch.

In this episode of The Shortlist, we're spotlighting the Society for Marketing Professional Services (SMPS) and all the value it brings to AEC marketers. Host Wendy Simmons is joined by Senior Marketing Strategists Grace Takehara and Katy Byers for a fun and reflective conversation about how to get the most out of SMPS, regardless if you're a long-time member or just SMPS-curious.Grace and Katy swap stories about how they found SMPS, the connections they've made, and the professional growth that's come along the way. From practical tips on easing into your first event, to favorite memories from SMPS conferences, they share their suggestions for getting involved.SMPS offers countless ways to build your network, gain leadership experience, and grow your career—from roundtables and education sessions to national conferences and casual socials. This episode is full of ideas and inspiration to help you make the most of your membership and feel confident stepping into new opportunities.

100 Proven Ways to Acquire and Keep Clients for Life with Richard Weylman (The Price and Value Journey, Episode 138) In this compelling episode of The Price and Value Journey, host John Ray interviews Richard Weylman, international bestselling author of 100 Proven Ways to Acquire and Keep Clients for Life. Despite being orphaned at age […]

The 2026 National Defense Authorization Act is making its way through committee. This annual bill is always closely watched by defense contractors, and they're paying especially close attention this year. Here with some specific details is the CEO of the Professional Services council, Jim Carroll.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New series alert: Ops Quickies — snackable episodes on tech, tools, and systems.

Special Episode: Modern Therapist's Consumer Guide on Relias Curt and Katie talk with Candace Wallace, Chief Customer Officer at Relias, about how this tech-enabled platform supports therapist training, infrastructure, and regulatory compliance. Candace explains how Relias helps practices of all sizes reduce admin burdens, improve staff retention, and compete in a changing behavioral health landscape. This episode is part of our Modern Therapist Consumer Guide, where we explore tools and services designed for therapists and their clients. About Our Guest:Candace Wallace is the Chief Customer Officer at Relias, overseeing Customer Success, Renewals, Support, and Professional Services. Since joining in 2013, she's led several key teams and now focuses on delivering customer value at scale. With degrees in Archaeology and Religion from Baylor University, Candace's career path includes both compliance consulting and a deep commitment to healthcare systems transformation. Key Takeaways: Relias reduces administrative burdens to improve patient care Solutions are tailored to solo, small, and large practices alike Training, leadership development, and compliance tracking in one platform Helps therapist-led organizations stay competitive and grow sustainably Started with small providers—continues to focus on accessible, effective tools For full show notes and transcripts, visit:https://www.mtsgpodcast.com Join the Modern Therapist Community:Linktree Creative Credits:Voice Over by DW McCannMusic by Crystal Grooms Mangano

Sarah Edwards talks about how professional services firms can use AI to streamline project delivery and drive better results. Sarah is Chief Product Officer at Kantata, an innovative project management solution tailored for professional services. She drives solutions that improve collaboration and guide teams toward more efficient and successful outcomes. Host, Kevin Craine Want to be a guest? https://DigitalTransformationPodcast.net/guest Do you want to be a sponsor? https://www.digitaltransformationpodcast.net/sponsor

Your ops might be ticking along just fine.But what if your founder got sick tomorrow? What if your top client left? What if you had to make a big decision with zero visibility on the numbers?You might not be planning to sell your agency – but you should run it like you are.Because when you adopt that mindset, you zoom out. You stop firefighting. You start building a business that runs without you.This week on The Handbook, Harv sits down with Sam Wood – fractional COO and founder of consultancy Ottesu – to talk about how agencies and consultancies can apply board-level thinking without needing to set up an actual board.Because a business that's sale-ready is a business that's well run.In this episode, Sam breaks down the five areas every agency should be reviewing regularly – whether you're building to exit or just want better control of the ship.Here's what we get into:Why applying board-level thinking doesn't mean setting up a boardroom – and how to startHow to define and operationalize strategy (it's not just a slide in onboarding)Why culture starts with leadership behavior (not beers and pizza)How to build capability and resilience so your business doesn't depend on heroicsHow to reduce risk and spot gaps in capability before they break youThe one performance metric every service business should be tracking if they want to be profitableWhether you're an ops lead or MD, this one's packed with practical ways to futureproof your agency.Additional Resources:Follow Sam Wood on LinkedIn: https://www.linkedin.com/in/sam-wood-gaicd-9023a54a/ Check out Ottesu's website: https://ottesu.com.au/ Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter.This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

Award season can sneak up fast, but with the right planning, your next submittal doesn't have to be a scramble. In this episode of The Shortlist, host Wendy Simmons chats with Julie Flattery and Lauren Jane Peterson, two experienced AEC marketers who have led dozens of award submissions from inside architecture firms.They break down what makes a submission truly compelling, starting with early planning and thoughtful project selection. From evaluating ROI to capturing project data before it disappears, the best submittals start long before the deadline. Julie and Lauren Jane also share practical advice on quantifying impact, crafting standout narratives, and aligning content with what jurors care most about, including innovation, sustainability, and community value.Whether you're chasing an AIA award or crafting a marketing win, this episode is your roadmap for award submittal success—without the last-minute chaos.CPSM CEU Credits: 0.5 | Domain: 2

Today, I am talking with Kelsey Kelly who is Manager of Learning and Employee Experience at Point B, a small professional services firm. In this conversation Kelsey and I dive into the real-world challenges and opportunities of building impactful learning cultures—especially within professional services firms that demand both continuous client value and employee growth. With experience spanning HR, military service, banking, and consulting, Kelsey shares lessons from her journey and how she's driving holistic learning, employee experience, and leadership development with a lean team and limited resources.Subscribe to our weekly updates and monthly talent development newsletter here. Order Own Your Career Own Your Life on AmazonApply to Join us in the Talent Development Think Tank Community!This episode is sponsored by LearnIt, which is offering a FREE trial of their TeamPass membership for you and up to 20 team members of your team. Check it out here.Also iSpring Suite, an eLearning authoring tool that offers thousands of assets, quizes, and role play simulations. They are offering our listeners a free trial here. Connect with Andy here: Website | LinkedInConnect with Kelsey Kelly here: LinkedInIn this episode, Kelsey shares:Her winding path from accounting to HR to becoming an L&D champion—with key moments that revealed the "fun side of HR" and her passion for helping people grow.Why learning in professional services is both rewarding and tricky, with experts who love billable work—and how to position learning as both a personal and business imperative.How she scaled L&D at Point B with a drastically reduced team—leveraging partnerships (like Learnit), learning ecosystems, and creative problem-solving to provide meaningful development at scale.Strategies for shaping employee experience: building manager communities, creating branded programs (like the Empower Manager Exchange), and amplifying leadership through hubs and local adaptation.The pivotal role of onboarding, integrating with talent acquisition, and working cross-functionally to deliver welcoming, effective experiences for every new hire—no matter where they are.Practical leadership development tactics: focusing on relevance, adaptability, and community; supporting both current and next-generation leaders; and embracing constant change—even if it means pivoting or retiring programs.On measuring impact: Why authentic conversations, continuous feedback, and genuine connection with employees matter as much as hard metrics—and how being “human-centered” means...

AGNTCY - Unlock agents at scale with an open Internet of Agents. Visit https://agntcy.org/ and add your support. What if AI could actually be trusted in healthcare, law, or even car repair? In this episode, Andy Kurtzig, founder and CEO of Pearl (formerly JustAnswer), reveals how his platform is solving the biggest problems in AI: hallucinations, liability, and monetization. Pearl blends large language models with real human experts across 700+ categories—so users get AI speed and human-verified accuracy. Whether you're a doctor, mechanic, or just someone with a question, Pearl offers fast, affordable, and expert-backed answers—without the risk of misinformation. If you're building in AI, working in a regulated industry, or just curious about the future of trusted automation—this episode is for you.   Check out Pearl, AI Enhanced Human Expertise: https://www.pearl.com/ Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) Introduction  (03:20) Why Pearl Focuses on High-Stakes Industries   (06:10) How Pearl Reduces AI Hallucinations with Human Trust Scores   (10:11) Pearl.com's Ideal Customers (14:14) Solving AI Liability with Platform Protection   (23:27) The Three Big Problems in AI: Risk, Quality, and Monetization   (29:00) Why Human-in-the-Loop Is the Future of AI   (33:26) Pearl's API: Bringing Verified Experts to Any App   (39:27) Building Trust in AI Through Human Validation   (41:03) The Road Ahead for Pearl and Human-Centered AI

Expanding into a new geographic market can be an exciting growth opportunity—but it's not without risk. In this episode of The Shortlist, host Wendy Simmons is joined by principal Melissa Richey and associate principal (and first-time guest!) Julie Flattery to talk about what it really takes to open a new office or grow your firm's presence in a new region.Together, they explore common drivers of expansion—like client demand, economic diversification, or key staff relocations—and share real-world stories from their time working in-house at AEC firms. The conversation includes practical tips on conducting research, aligning internal teams, building awareness, and setting realistic timelines.Whether you're helping lead the charge or supporting the strategy, this episode offers insights to guide your next move—and a reminder that marketing should be part of the conversation from day one.CPSM CEU Credits: 0.5 | Domain: 2

Titles don't build trust, people do. And according to Rebecca Goodman-Stephens, that's where real leadership begins. Rebecca is the CEO of Moses Singer, a New York law firm, but her story starts far from the legal world. She grew up across the UK, Switzerland, and France, studied clinical psychology, and built her career in consulting and public accounting before stepping into her current role. Along the way, she kept coming back to the same core skill: understanding people. As she joins hosts Chris Batz and Howard Rosenberg, Rebecca shares how her background shaped her leadership style, and why listening, curiosity, and follow-through matter more than any formal authority. How do you get people to want to work with you? How does one shift a firm's culture without blowing up what's already working? Rebecca also talks about her move into legal services and what surprised her most, like how much creativity and momentum she's found in a space often viewed as slow to change. From evolving compensation structures to narrowing focus and driving intentional growth, she walks through the mindset behind her first two years as CEO. This episode touches on private equity and what legal leaders can learn from the accounting world. Rebecca offers a clear message: don't wait for outside investment to fix what you haven't yet addressed internally.   Episode Breakdown: 00:00 Meet Rebecca Goodman-Stephens 04:04 How Clinical Psychology Shapes Rebecca's Leadership Approach 08:02 Lessons from Consulting and Public Accounting 12:52 Why Rebecca Moved into Legal Services 15:50 What Surprised Rebecca About the Legal Industry 17:27 Leading Change as CEO at Moses Singer 21:13 Private Equity and the Future of Law Firms 24:23 Building a Resilient, Forward-Looking Organization 26:41 Launching a Business-Focused Law Firm Podcast 27:56 Personal Passions, Family Life, and New York Favorites   Links Connect with Rebecca Goodman-Stephens: LinkedIn Profile: https://www.linkedin.com/in/rebecca-goodman-stephens-b702665/   Connect with Howard Rosenberg: LinkedIn profile: https://www.linkedin.com/in/hrosenberg/ Company web profile: https://www.baretzbrunelle.com/howard-rosenberg   Connect with Chris Batz: LinkedIn Profile: https://www.linkedin.com/in/chrisbatz/  LinkedIn Company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/  Podcast production and show notes provided by HiveCast.fm  

How do state building codes influence housing development, cost and safety? In this episode of BuzzHouse, hosts Don Bernards and Garrick Gibson are joined by Daniel Hereth, secretary of the Wisconsin Department of Safety and Professional Services, to outline the department's role in maintaining public safety while examining how modernizing building codes can increase flexibility for developers and encourage more affordable housing options across the state.Follow UsTwitter @BakerTillyUSFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tillywww.bakertilly.com

The AI assistant for this podcast https://www.delphi.ai/jasonstaatsSwipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing

In this episode, we sit down with Brett Karl, Vice President of Solutions & Alliances, and Brian Wissinger, Associate Vice President of Professional Services at GlideFast, to explore the evolving world of Strategic Portfolio Management (SPM). From its roots in IT Business Management to its enterprise-wide impact today, Brian breaks down what SPM is, how it helps organizations align spend with strategic goals, and why more industries—from finance to pharma—are adopting it.

This week, Lightspeed Partner Mike Mignano sits down with Gabriel Stengel, founder and CEO of Rogo, to explore how AI is transforming the world of finance. Gabe shares his journey from sleepless nights as a junior investment banker at Lazard to building Rogo, a cutting-edge AI platform that automates the grueling work of benchmarking, earnings analysis, and pitch deck creation in seconds. They discuss the origins of Rogo from Gabe's time at Princeton, the challenges of building AI tools for elite financial institutions, and why the next generation of analysts might just be digital. Gabe also unpacks the technical edge that sets Rogo apart and the ways in which financial services may look very different in the near future. Episode Chapters: (00:00) Introduction to the Interview(00:55) Gabe Stengel's Background and Rogo's Inception(02:44) Early Challenges and Evolution of Rogo(07:29) The Role of AI in Finance(12:07) Investor and Customer Reception(13:49) Pivotal Moments and Product Market Fit(21:53) Balancing Enterprise Security and Feature Development(23:45) Navigating the Challenges of AI Startup Speed(25:45) Rogo's Impact on Investment Banking Workflows(28:34) AI's Role in Professional Services and Legal Work(32:33) Future of Rogo and Financial Services(37:18) Challenges and Strategies in Enterprise Sales(42:02) Conclusion and Final ThoughtsStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

With selection committees tasked with reviewing eight, nine, or even a dozen proposals at a time, it takes more than polished boilerplate for an AEC firm to stand out. Sometimes the winning move is a bold, experimental, and 100% client-focused approach that not only shows off your qualifications but also your team's enthusiasm and understanding of the project. In this episode of The Shortlist, Wendy Simmons sits down with Melissa Richey and Becky Ellison to explore what it really means to "push the boundaries" in AEC pursuits. Armed with more stories than we could fit into one episode, these proposal pros share standout examples of teams that went all-in with bespoke themes, creative leave-behinds, and connection-building interview tactics.And because time, budget, and resources are always a factor, the conversation also dives into when to go fully "HAM" and how to weigh risk versus reward. For marketers and business developers who might be hesitant to try something different, the Middle of Six team offers practical tips and a reminder that a little boldness and ingenuity can go a long way. CPSM CEU Credits: 0.5 | Domain: 4

Let's get real for a second: not all clients are created equal. Some are a joy to work with—they respect your expertise, pay your fees without flinching, and actually get the value you bring to the table. Others… well, let's just say they make you question your life choices. If you've ever found yourself dreading a client call, you know exactly what I'm talking about.So here's my argument, plain and simple: now is the time to focus only on the right clients. The difference between great clients and the wrong ones isn't just a matter of preference—it's the difference between building a thriving business and running yourself into the ground.To inquire about Original Minds, email hello(at)originalminds.co  For free resources and to check out our offerings, go to thesimplecompany.com

Jeff and Jason kick off a multi-part series on the CEO's Guide to Differentiation, Growth, and Scale by unpacking the three major hurdles to sustainable growth in professional services firms. The post The Real Reasons Growth Stalls in Professional Services appeared first on Rattle and Pedal.

Console Connect VP of Professional Services and Technology, Divesh Gupta, explores how automation, open APIs, and AI are reshaping enterprise connectivity with tools like the LSO Adaptor Tool—enabling real-time, on-demand services without intermediaries. Can these innovations deliver standardized, scalable, and secure services across global networks?  In this Executives at the Edge episode, host Pascal Menezes... Read More The post Plug-and-Play Network Integration: Adapting to Open Connectivity appeared first on MEF.

Reinvention beats repetition every time. In a crowded market, it's reimagination that sets you apart.That's the real lesson behind The New Look, a drama that follows Christian Dior as he rebuilds a whole new vision of fashion. In this episode, we're taking inspiration from that spirit of transformation with the help of our special guest, Hrishi Kulkarni, Director of Customer Advocacy & Executive Programs at dbt Labs.Together, we explore what B2B marketers can learn from narrative-driven branding, thoughtful reinvention, and the power of showing up with both creativity and compassion.About our guest, Hrishi KulkarniHrishi Kulkarni leads customer advocacy and executive programs at dbt Labs. Previously, Hrishi served as Head of Customer Marketing & Executive Programs at New Relic. He has also worked at Salesforce in Customer Engagement and Marketing and QStream in Customer Success and Professional Services. Hrishi brings with him over 16 years of experience in customer engagement. He is also an equality champion, SF LGBT Center board member and founder of LGBTQ+ ERGs in India and Asia.What B2B Companies Can Learn From The New Look:Storytelling is your superpower. In The New Look, Christian Dior tells stories through his fashion. His work is infused with personal meaning, from tributes to his sister to inspiration from his mother. Hrishi says, “Marketing is all about storytelling. I joined marketing because I love storytelling… it emotionally connects your product and your services to your audience.” In B2B, storytelling isn't fluff, it's how you make people care. It's how you stand out. Don't just tell your audience what your product does, tell them why it matters.Innovation only works when it's authentic. Dior's most memorable move wasn't a massive runway spectacle; it was an intimate, unexpected fashion show that broke every rule. Hrishi explains, “He's not going to have a huge fashion show… He's going to create it in a very small space, a very personalized experience. Which never before any designer had done.” That decision wasn't flashy for the sake of it. It was deeply intentional. For B2B marketers, it's a reminder that innovation doesn't mean gimmicks. It means staying true to your values and finding fresh, genuine ways to express them.Repetition kills good content. Dior didn't copy what worked, he created what was next. Hrishi says, “As a customer marketer… we have to be creative in identifying and securing the right stories and then finding innovative ways to amplify those stories. If you keep amplifying different stories also in similar ways, at some point it is going to fall flat.” B2B marketers often default to the same formats: another case study, another quote, another video. But to keep your audience engaged, you have to rethink how you tell your stories, not just what stories you tell.Quotes*“ I love storytelling. It's because, if you think about it, storytelling truly impacts people's hearts and minds. It emotionally connects your product and your services to your audience. And that's exactly what Dior has done with his fashion. Like the perfume story you shared earlier, right? It's inspired by his sister. Like a lot of his design of his costumes, of his art, his all comes inspired from his mother. So he truly shows us how storytelling can drive the fashion industry. He started his fashion through the art of storytelling. Also thinking outside the box. If you saw the show, he's constantly innovating. He's constantly thinking outside the box. And as a customer marketer, you have to be constantly creative in identifying and securing the right stories and then finding innovative ways to amplify those stories. If you keep amplifying different stories also in similar ways, at some point it is going to fall flat. So it's always “how can I be innovative with these stories?” And then of course thought leadership, right? It's storytelling or thinking outside the box, being creative to showcase the thought leadership of your customers, their brand.”*“ In terms of B2B, customers love to hear how other customers are doing, how they're using your platform. .And I always say that what makes a kickass story is it has to be data driven and there has to be some human element to it. And now that's your recipe of a powerful story. ”*“ In a B2B world, we create all these customer stories, but what's our end goal? Our end goal is how are my sales teams, my how are my account executives going to leverage this story with other prospects, with other customers. So truly thinking that buyer journey, how are your different stories going to influence every stage in that buyer journey?”*“ Being authentic is so important in marketing. That is something we learned from The New Look. Be authentic in what you do. The passion comes across genuinely. It comes across easily. It's very evident. Be innovative. Don't be afraid to take risks.”Time Stamps[0:55] Meet Hrishi Kulkarni, Customer Advocacy & Executive Programs Lead at dbt Labs[01:10] Why The New Look?[04:19] Customer Advocacy & Executive Programs at dbt Labs[06:54] Origins of The New Look[11:54] B2B Marketing Takeaways from The New Look[24:57] Building a Strong Content Strategy[27:53] Measuring ROI in Customer Marketing[32:08] dbt Labs Executive Sponsorship Program[34:12] Advice for Marketing LeadersLinksConnect with Hrishi on LinkedInLearn more about dbt LabsAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.

With over 1 billion users worldwide and 67 million company profiles listed, LinkedIn remains an important platform for marketing, recruiting, and brand building. In Episode 70 of The Shortlist, Wendy Simmons is joined by Middle of Sixers Melissa Richey and Grace Takehara to discuss strategies for using LinkedIn on both individual and company levels—from keeping up with industry happenings, and sharing thought leadership, to selection committee research, and team recruiting. They also dive into lesser-used LinkedIn tools, like creating a QR code for quick connections, using the name pronunciation feature, featuring posts for visibility, and personalizing your URL. Whether you're newer to LinkedIn or looking to maximize social media ROI, this episode is full of practical tips to help you maximize your presence on the platform.CPSM CEU Credits: 0.5 | Domain: 5

My friend and fellow professional organizer Missi McKown sent me a voice message with an idea on how to start this podcast.  " So this is a cautionary tale. Please do the opposite of everything we do unless you'd like to burnout and stress yourself out, and also start dropping balls left and right, including family, friends, and relationships that are important to you. Okay, let's dive into it!" We are talking about some things we do in our business--and the why behind it--but also how we're working on better ways to make sure we're servicing our organizing clients but also not losing ourselves in the process.  LINKS FOR LISTENERS: Get in touch with Melissa: www.proorganizerstudio.com or hello@proorganizerstudio.com Learn more about Missi and her business, Clear Spaces Organizing in the Minneapolis/St. Paul area of Minnesota: www.creatingclearspaces.com _____________________________________________________________________ Balancing Boundaries in the Professional Organizing Business   In this episode of the Pro Organizer Studio Podcast, host Melissa Klug, joined by her friend Missi, explores the challenges and solutions surrounding boundaries in the professional organizing industry.  They discuss the importance of setting boundaries with clients, recognizing burnout, and the personal experiences that influence their professional lives. The episode also covers topics like the Enneagram personality test, the significance of establishing values, and practical strategies for managing work-life balance as professional organizers.   01:52 How Not to Be Like Us: A Cautionary Tale 03:08 Enneagram 2 issues when Organizing 06:24 Client Boundaries and Burnout 13:06 Melissa's Hypocritical Moment 21:58 Balancing Flexibility and Boundaries 27:48 Personal Reflections on Boundaries 29:48 Childhood Influences and People-Pleasing Tendencies 30:29 Validation and Love Language 31:55 Setting Boundaries with Clients 34:24 Blurring the Lines in Professional Services 37:07 Recognizing and Managing Burnout 42:39 Balancing Work and Personal Life 50:08 Under-Promise and Over-Deliver 58:10 Final Thoughts and Reflections

Societal Stigma and Technological Advances in Disabilities Empowering the Blind and Deaf: Lessons from Israeli Innovators When was the last time you truly appreciated your ability to see and hear? For many of us, these senses are so fundamental that we rarely pause to consider their significance. But what if I told you that understanding disability could bring us closer to revelation? In this eye-opening episode of Madlik, we dive deep into the world of visual and hearing impairments, guided by two remarkable Israeli experts who have dedicated their lives to empowering the blind and deaf. Their insights not only challenge our perceptions but also reveal the extraordinary potential within every human being. Background and Context The Torah's perspective on those with disabilities has long been a subject of debate and interpretation. In this week's parsha, Emor, we encounter references to the blind and deaf for the second consecutive week. But rather than viewing these mentions as limitations, our guests offer a fresh, empowering perspective that aligns with modern understanding and technological advancements. Meet our esteemed guests: Professor Kenneth Koslowe, Director of Professional Services at Eliyah Association for Blind and Visually Impaired Children Elias Kabakov, Director of Ma'ase Oz, the Center for Deaf-Blind Persons Both have made aliyah to Israel and have found a powerful convergence of their professional passions, Zionism, and Judaism in their work. Key Takeaways Empowering individuals with disabilities involves treating families, not just individuals Modern technologies are revolutionizing accessibility for the blind and deaf Biblical references to disabilities can provide practical guidance as well as carry deeper metaphorical meanings Links & Learnings Sign up for free and get more from our weekly newsletter https://madlik.com/ Safaria Source Sheet: https://www.sefaria.org/sheets/647020 Transcript: https://madlik.com/2025/05/14/disabilities-in-jewish-texts-and-israel/

This deep dive is tailored for founders of boutique professional services firms aiming to gain significant market recognition. The session discusses strategies to solve the 'obscurity problem' and build market eminence. Guided by David Newman and his firm Do It Marketing, the focus is on leveraging the three fundamental pillars of market eminence: speaking, publishing, and podcasting. The script emphasizes the importance of targeted speaking engagements, producing valuable published content, and guesting on niche podcasts to showcase expertise, build credibility, and reach ideal clients.

S3E7: Narrating Joy: Unveiling a CE-CERT tool  Imagine if your career satisfaction and well-being depended on the narrative you create about your work. In this episode, we delve into the Components for Enhancing Career Experience and Reducing Trauma (CE-CERT) approach, focusing on the domain of conscious narrative and its crucial role in sustaining professionals in the child abuse field. Dr. Brian Miller, the developer of the CE-CERT model, and Karen Hangartner, Director of Professional Services with the National Children's Advocacy Center, share their insights on how this concept is influencing the CAC community. Join us as we explore how transforming our conscious narrative can help us foster a deeper love for our work. Download Transcript   Guests:   Karen Hangartner, LMSW     Director of Professional Services   National Children's Advocacy Center    Brian Miller, Ph.D.  Author and Trainer  Self-employed    Show Notes: This episode of the "SRCAC Exchange" focuses on the importance of conscious narratives in the work of Children's Advocacy Centers (CACs) professionals, particularly those dealing with child abuse. Today, Christina Rouse engages with experts Dr. Brian Miller, developer of the CE-CERT (Components for Enhancing Career Wellbeing and Reducing Trauma) model, and Karen Hangartner, Director of Professional Services at the National Children's Advocacy Center. Together, they explore how the narratives professionals create about their work can either sustain or hinder their passion and commitment over time. They emphasize how the conscious narrative skill, one of the five domains of the CE-CERT model, helps professionals stay connected to their purpose and avoid burnout despite the challenges of working in high-trauma environments.  Through personal reflections and research, the episode encourages CAC professionals to embrace their work by finding joy in even the difficult moments, using tools like conscious narrative practices to frame their experiences positively. It discusses how supportive supervision and organizational culture play crucial roles in helping individuals maintain career-sustaining narratives, which ultimately foster resilience. By practicing self-reflection and mindful narratives, professionals can better serve their communities while finding fulfillment and longevity in their careers. Hit the subscribe button now!    Key Quotes:  “The most distinctive characteristic of professionals who are passionate and committed is the content of their narrative.”- Brian Miller, PhD  “We don't have to be victims of this work.”- Karen Hangartner, LMSW    Resources:   Reducing Secondary Traumatic Stress: Skills for Sustaining a Career in the Helping Professions by Brian C. Miller [Book]  Chatter: The Voice in Our Head, Why It Matters, and How to Harness It by Ethan Kross [Book]  The California Evidence-Based Clearinghouse for Child Welfare: CE-CERT [Website]  Host: Christina Rouse, MSW  Program Manager, CAC Development  Southern Regional CAC   Project Manager:  Lauren Tanner, MSEd  Program Manager, Communications & Instructional Design  Southern Regional CAC    Season Resources: CE-CERT Training [Training]  Reset. Reflect. Refuel. Hub [Video Series]   Psychological First Aid Guide for Children's Advocacy Center Supervisors [Resource]    Want to hear more? Subscribe to The SRCAC Exchange to be sure you don't miss an episode!   Like what you hear? Show your support by leaving a rating and review for The SRCAC Exchange podcast.     Connect with SRCAC by:  Visiting our website  Signing up for our emails  Following us on Facebook & LinkedIn  Contacting us  Connect with your Chapter:  Midwest Region Chapters  Northeast Region Chapters  Southern Region Chapters  Western Region Chapters  Connect to your Regional CAC    National Children's Advocacy Center  Peachtree Sound  Office of Juvenile Justice and Delinquency Prevention    Follow SRCAC on Facebook and LinkedIn for more learning content!

AI is rapidly transforming consulting and professional services, fundamentally changing how firms operate and deliver value. Explore 13 key ways AI is set to revolutionize consulting and professional services in this insightful overview.Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Vertice Labs - Check out http://verticelabs.io/ - the AI-native digital consulting firm specializing in product development and AI agents for small to medium-sized businesses.The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

Could AI create a $20 trillion professional services earthquake? In this episode, Blake and David dive into the data showing that AI firms generate $45,000 more revenue per employee than non-adopters. You'll discover how AI is reshaping traditional accounting and what Claude's new ability to connect with your Gmail and calendar means for productivity. They also demonstrate how indistinguishable AI-cloned voices have become, sharing practical tips to protect yourself and clients from increasingly sophisticated voice scams. Plus, hear why the "impossible" US customs broker exam (with its shocking 4% pass rate) might offer accountants a lucrative alternative career path as tariff disputes heat up.SponsorsOnPay - http://accountingpodcast.promo/onpay Bluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)   Reframe - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:37) - The Impact of AI on Accounting Firms (02:04) - Voice AI Scams and Protection Tips (03:34) - Legislative Updates and Industry News (05:44) - Live Stream Shoutouts and Sponsor Acknowledgements (06:50) - AI in Accounting: Revenue and Efficiency Insights (14:01) - AI Voice Cloning Demonstration (16:29) - Protecting Against AI Voice Scams (24:12) - AI's Impact on Work and Productivity (32:32) - AI in Tax and Accounting Firms (38:19) - Success in Contract Drafting (38:43) - Starbucks' Automation Reversal (41:07) - AI and Productivity Gains (53:58) - The Great Legacy Extinction (01:08:58) - The Impossible Tariff Test (01:13:09) - Private Equity in Accounting Firms (01:16:03) - Conclusion and CPE Credits  Show NotesFirms with AI report higher per-employee revenue vs othershttps://www.accountingtoday.com/news/firms-with-ai-report-higher-per-employee-revenue-vs-othersNine Ways to Protect Yourself from 'Impostor' Voice Scams https://www.magzter.com/stories/newspaper/The-Wall-Street-Journal/NINE-WAYS-TO-PROTECT-YOURSELF-FROM-IMPOSTOR-VOICE-SCAMSDanish study challenges claims about AI disrupting the labor market https://getcoai.com/news/danish-study-challenges-claims-about-ai-disrupting-the-labor-market/50% of finance teams still take over a week to close the books https://www.cfo.com/news/50-of-finance-take-week-to-close-books-ledge-month-end-close-time-cfo-three-day-close-myth-/746085/The Great Legacy Extinction: AI's $20T Takeover of Professional Services https://www.venrock.com/insights/insights-technology/the-great-legacy-extinction-ais-20t-takeover-of-professional-services/What Do You Think of the New PwC Logo? https://www.cpapracticeadvisor.com/2025/04/30/what-do-you-think-of-the-new-pwc-logo/159946/Big Four accounting firm PwC to slash about 1,500 jobs in the US https://www.reuters.com/sustainability/accounting-firm-pwc-cut-1500-us-jobs-ft-reports-2025-05-05/How are different accounting firms using AI? https://tax.thomsonreuters.com/blog/how-do-different-accounting-firms-use-ai/Customs Broker License Exam (CBLE)https://www.cbp.gov/trade/programs-administration/customs-brokers/license-examination-notice-examinationNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is ...

Despite persistent obstacles—from intergenerational pay inequity and earning just 63.7 cents for every dollar made by a white guy for the same work, to constant surveillance and doubt—Black women consistently excel in their chosen fields and rise to leadership positions. In this episode, we're joined by powerful Black women in leadership to discuss the glass ceilings, glass cliffs, pink ghettos, and other obstacles they've faced—and the strategies they've used to triumph against the odds.Joining me to discuss these crucial issues are our very special guests: Verna Williams: Verna Williams is the CEO of Equal Justice Works. In her role as CEO, Verna has continued to advance the mission of Equal Justice Works to create opportunities for leaders to transform their passion for equal justice into a lifelong commitment to public service. Verna previously served as the dean of the University of Cincinnati College of Law, and founded and co-directed the Judge Nathaniel Jones Center for Race, Gender, and Social Justice at the University of Cincinnati. She was also the vice president and director of educational opportunities at the National Women's Law Center, where she focused on gender disparity in education.Lynell Cadray: Lynell Cadray is University Ombuds and Senior Adviser to the President at Emory University. Since arriving at Emory in 1994, Cadray has served in numerous roles, including vice provost of equity and inclusion; associate dean of enrollment and student services and chief diversity officer at Nell Hodgson Woodruff School of Nursing; and dean of admission and financial aid and chief diversity officer at Emory University School of Law. Dr. Rachel Westerfield: Dr. Rachel Westerfield is the Director of Solution Design at Slack. Dr. Westerfield's Professional Services team is responsible for driving digital growth and large-scale, enterprise-wide transformation for Slack's most complex and strategic customers across industries on a global scale. Before joining Slack in 2019, she was a Strategy and Business Process Transformation leader at Accenture and a Management Consultant in Organizational Leadership and Development at Nestle Purina.Check out this episode's landing page at MsMagazine.com for a full transcript, links to articles referenced in this episode, further reading and ways to take action.Support the show

In this episode, I'm talking about what it really takes to win as a professional service entrepreneur. I'm talking to coaches, consultants, lawyers, doctors—anyone who sells their expertise. A lot of people in these spaces are messing up, not because they're bad at their work, but because they're focused on the wrong stuff. Your skills aren't the problem—it's that you're not fully serving what your clients actually want. I'll break down how to shift that and get your business on track. Show Notes:   [02:49]#1 People skills.  [07:29]#2 You must understand needs that are not specifically related to your expertise or service.  [14:59]#3 Touch. [20:32]Recap Episodes Mentioned: 1772: The 21 MUST-Have Career "Soft Skills" [Pt. 1 of 5] Next Steps: ---

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