Podcasts about Professional services

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 […]

ORDINANCES AND RESOLUTIONS Council Bill No. 2025-128: A Resolution Authorizing the City Manager to Execute Change Order No. 1 for Document and Microfilm Services of Council Documents Council Bill No. 2025-129: A Resolution Authorizing the City Manager to Enter Into a Development Agreement with Victoria Point 2.0 L.L.C. Council Bill No. 2025-130: A Resolution Authorizing the City Manager to Execute a Three-Year Agreement for Professional Services with Mydatt Services, Inc. D/B/A Block by Block, Inc. Council Bill No. 2025-131: A Resolution Accepting a Proposal for a Resource Allocation Study for the Police Department Council Bill No. 2025-132: A Resolution Accepting a Bid for the 2025 Sewer Lining Project Council Bill No. 2025-133: A Resolution Approving a Change Order with A&R Mechanical Services, Inc. DBA A&R Services, Inc., for the 2024 Sewer Rehabilitation Project Council Bill No. 2025-134 A Resolution Authorizing the City Manager to Execute an Agreement for Professional Services with Acclivus Inc.

The following article of the Professional Services industry is: “Diversity: The Best Business Companies Fail to Fully Understand” by Javier Torre Alcaraz, Managing Director Mexico and Central America, PageGroup.

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

The following article of the Professional Services industry is: “The Silent Cost of Avoidance: Why Crucial Conversations Matter” by  Victoría García, Co-Founder and Head of Growth, Scaling. 

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

The following article of the Professional Services industry is: “Hidden Anatomy of Change: Why Strategy Fails, Humanity Prevails” by Alejandro Ureña Amieva, Co Founder and Chief Innovation Officer, Evolutive Agency. (AA1587)

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

The following article of the Professional Services industry is: “Temporary Non-Compete Agreements and Their Tax Implications” by Alejandro Torres, Partner, Von Wobeser y Sierra. (AA1574)

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.

With Gen Z entering the workforce in greater numbers, the demands for what makes a great employer is now changing.See omnystudio.com/listener for privacy information.

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

The Cork headquartered Irish multinational professional services company; Org Group has acquired the globally recognised technology recruiting business Venturi. The move further extends Org Group's reach across key European countries including Germany, the UK, and into the United States of America. Org Group employs over 3,000 people in 10 countries worldwide with operating subsidiaries including the global talent services firm Morgan McKinley, business process managed services company Abtran, and the advisory and technology services firm Org Advisory. Org Group specialises in organisational engineering through people, processes and technology. The Group provides clients with a deep understanding of the management, organisational and resourcing requirements that are increasingly being shaped by rapid technological change, shifting market expectations and customer behaviours. This acquisition will specifically complement the capabilities of the Group's Org Advisory and Technology Services teams, specialising in the future of work through digital transformation, workforce technology enablement and organisational design for technology-driven change. Venturi specialises in connecting top-tier talent and skills with innovative companies across key digital disciplines. The company is headquartered in Manchester, UK, with offices in New York, USA and Düsseldorf, Germany and has established itself as a trusted partner for organisations seeking expertise in data and analytics, software engineering, Enterprise Resources Planning (ERP) and Customer Relationship Management (CRM) solutions. Venturi's founder, Brad Lamb and the company's leadership team and people will continue to grow and develop the business within the Org Group. Seb O'Connell, Chief Executive Officer of Org Group said, "We are very happy to welcome all of our colleagues at Venturi to the Org Group. Venturi has a leading presence in key technology sectors including technology consulting, fintech, and e-commerce with long established and high growth clients. This strategic combination of our companies will add further value and scale to our offering and capabilities. Through our investment in Venturi, we are expanding our market presence and opening new avenues for our clients to the essential human capital they rely upon to thrive and succeed in competitive industries around the world." Brad Lamb, Managing Director of Venturi said, "As we join forces with Org Group, we are entering a new chapter of growth and innovation. This partnership represents a powerful alignment of shared values and ambition where we will continue to deliver exceptional talent solutions to our clients worldwide. Together, we are uniquely positioned to unlock new opportunities for talented people and industry-leading clients, creating market impact and value in key technology growth sectors." See more stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

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/

Ken Kerrigan, Senior Vice President and Co-Lead of the Business & Professional Services Practice at The Bliss Group, and Doug Simon, CEO of D S Simon Media, engage in a compelling conversation about PR trends. They discuss how local TV news remains a trusted and highly effective media outlet for reaching audiences. Ken emphasizes the critical factors communicators should consider before launching a campaign. He also opens up about his passion for shaping the future of public relations through education at NYU.

Send us a textIn this episode, we speak with an expert from an investment bank and management consulting firm that specializes in mergers and acquisitions (M&A), business brokering, and capital raises. With years of experience in technology innovation and professional services, the guest takes us through their background, starting with Accenture, Countrywide Financial, and BofA, before founding their own firm over seven years ago.The discussion focuses on current M&A trends, including the challenges and opportunities in a volatile economy, with a special emphasis on the aging baby boomer generation and the increasing number of small businesses poised for retirement. The speaker also touches on the rise of private equity-held companies and their impact on M&A activity.Additionally, the guest shares insights on how they help family offices navigate both buying and selling, including a recent high-value transaction involving a family-owned business transitioning across generations. This episode is a deep dive into the complexities of M&A and the strategies driving successful deals in uncertain times.

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!

How do you bring structure to the chaos of service pricing? In this episode, Frank talks with Tracey Shirtcliff, founder of ScopeBetter, a "Services CPQ" platform helping creative agencies and consultancies ditch the spreadsheets and build scalable, repeatable pricing models. Tracey shares her journey from building Traffic Live to launching ScopeBetter, and why most of their competition is still Excel. You'll hear about: Why service pricing is messy — and how to fix it How AI and automation are reshaping the billable hour The role of integrations, open APIs, and their 12-week implementation model What it means to give teams pricing consistency across roles, regions, and workflows From SaaS innovation to outdoor adventure and biohacking, Tracey's passion for pushing limits comes through—don't miss this unique look into the future of services CPQ.

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

Sean Hoban was co-founder and former CEO of Kimble Applications, a leading professional services automation (PSA) software for organizations to manage their professional services business's entire operational and financial lifecycle. Sean and his co-founders had already started, grown, and sold a pro services organization before creating a PSA product and building a SaaS business.  With a little funding from the founders and a few angel investors, Kimble started efficiently and grew steadily, eventually raising a practical minority funding round from private equity investors Accel-KKR in 2018. The company grew to $30M ARR before selling most of the company to Accel-KKR in 2021, which merged two PSA companies to create Kontata.  In this episode, Sean discusses some of their deepest strategic opportunities: Learning to grow a SaaS business versus a professional services organization Building on the Salesforce platform and working in that ecosystem Starting in the UK and expanding to Germany and the US Quote from Sean Hoban, former CEO and co-founder of Kimble Applications “One of the most powerful ways I learned as a CEO is to find and talk to other founders in London who were in a similar situation. We would meet for beers, share ideas, and chat on WhatsApp.  “If you have a specific problem, it was valuable to talk to other founders in the same growth stage. And these were founders, not hired CEOs. “It's a lonely job as a CEO. And being able to talk to somebody else who is in a similar position can be cathartic and very helpful.” Links Sean Hoban on LinkedIn Kantata on LinkedIn Kantata SX (formerly Kimble Applications) website Accel-KKR website The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com.

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

Storytelling isn't just for novelists—it's the secret weapon for AEC marketers too! On this episode of The Shortlist, Wendy Simmons teams up with the creative minds of Becky Ellison and Kyle Davis to talk about crafting stories that grab attention and build real connections. They explore what makes a strong story—clear exposition, conflict, and resolution—and how those fundamentals help proposals and social media content truly stand out. Becky shares her philosophy on creative brainstorming, why it's important to protect “no bad ideas” and how to edit content with a Marie Kondo mindset: only keep what sparks joy. Becky and Kyle also discuss when and how to integrate graphics and images to enrich your story and engage audiences more authentically. No matter if you're refining a proposal or crafting a social post, this conversation offers practical tips to make your firm and its people stand out through better, more effective storytelling.CPSM CEU Credits: 0.5 | Domain: 5

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: ---

Sponsors:• ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account• ◦ Marvin Windows and Doors• ◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Grant Bowen:https://www.peakprojects.comConnect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

In this episode, we delve into the art of living a multi-dimensional life with the inspiring Casey Schwartz of Schwartz Legacy Planning. Discover how this attorney, entrepreneur, wife, and mother expertly juggles a thriving career with family, self-care, and intentional living. Learn practical strategies for prioritizing what truly matters, setting powerful boundaries, and crafting a routine that supports your well-being in all areas. Key Pieces of Advice from Casey Schwartz: Prioritize Routine: Establish routines that incorporate all aspects of your life, including personal well-being. Schedule Everything Important: Treat family time and self-care with the same importance as client meetings and business obligations by scheduling them in your calendar. Embrace the Power of "No": Learn to say no to commitments that don't align with your priorities or will lead to overwhelm. Be Intentional: Consciously choose how you spend your time and energy in all areas of your life. Communicate with Your Partner: Especially when working together, establish clear boundaries and communicate about when you are and aren't available to discuss work. Self-Care is Essential, Not a Luxury: Recognize the importance of taking care of your physical and mental health to sustain your ability to manage multiple responsibilities. Reflect on Mortality (Without Being Morbid): The experience of working in estate planning can highlight the importance of making the most of your time and being present with loved ones. Get ready to be inspired and empowered to find your own balance!

Tony Fitzpatrick, Director of Professional Services with the INMO, discusses the overcrowding at Mayo University Hospital

Hey Y'all!   In this episode, we pull out our journals to discuss the woes of adulting once again.In this episode we talk about the challenges of tax season, and the importance of communication and professionalism in business relationships.  We also discuss the emotional toll of pursuing education and career goals, reflecting on the journey of adulthood and the responsibilities that come with it. We explore the complexities of motherhood, family expectations, and the pressures surrounding pregnancy. The discussion also touches on the innocence of children, family dynamics, cultural expectations regarding marriage, and frustrations with testing and future plans. Cocktail of the Week: Lemon Drop Martini As always you can connect with the ladies of UNestablished on TikTok, Instagram, and Facebook. You can also email any questions and/ or comments to unestablishedpodcast@gmail.com. If you would like to give a donation or support UNestablished as a podcast, you can head over to Buy Me a Coffee. There you can give a donation to help the podcast! Don't forget to leave us a five star rating and review on Apple Podcast, Spotify, and Audible. Thanks for listening and we hope you enjoy...Cheers! 

We're shaking things up with a special "book review" episode of The Shortlist! This week, Wendy Simmons is joined by Middle of Sixers Susan O'Leary, Lauren Jane Peterson, and Grace Takehara to explore insights from three influential reads that can inspire AEC marketers. Grace reviews Conquer Your Rebrand by Bill Kenney of Focus Labs, offering strategies to build strong, enviable B2B brands. Susan shares key takeaways from Seth Godin's This is Marketing, focusing on authentic connection and purposeful messaging. Lauren Jane discusses Art & Fear: Observations on the Perils (and Rewards) of Artmaking by David Bayles and Ted Orland, reflecting on the challenges and triumphs of the creative process.If you're looking to boost your creativity, sharpen your marketing strategy, or rethink your firm's brand identity, this episode is your CliffNotes for some Middle of Six-recommended reads.CPSM CEU Credits: 0.5 | Domain: 2

This is one of my favorite conversations that I wanted to replay this week. If you are in any post sales Customer Success, or Account Management world, you have most likely heard of this week's guest. This week's guest started his journey studying Information Systems and Software Engineering before making the shift into Professional Services, Support, and Customer Success. At the time of recording, he was an Executive VP of Corporate Market and Chief Customer Officer at Higher Logic. Now, he is the CEO of Balboa Solutions, where they help their clients maximize the value of the Pendo platform to power adoption, enablement, and user analytics.This week's guest is the heart of Mount Pleasant, South Carolina, Mr. Jay Nathan. In this week's episode, we discussed:Customer Centric MindsetNatural Curiosity For CustomersLessons From Duke Energy (Large Enterprises and Heavy Process)The Start of The Largest CS CommunityUsing Your Own ProductMuch More! Please enjoy this week's episode with Jay Nathan.____________________________________________________________________________I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-communityI want your feedback!Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn

AI and agents aren't just competing for software budgets. In today's episode, NLW reads and discusses a piece by VC Ethan Batraski about how AI-native firms will increasingly out-compete legacy professional services firms.Source: https://ethanjamesb.substack.com/p/the-great-legacy-extinction-ais-20tGet 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.Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlwThe 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/aibreakdown