Podcasts about Professional services

The following article of the Professional Services industry is: “Employee Benefits: From Hampers to Personalized Choice” by Brian Klahr, Co-Founder, Bonda.

What type of AEC marketer are you? Are you the Eagle Eye, catching every compliance detail? The Octopus, juggling a dozen priorities at once? The Cheerleader, keeping your team motivated? Or maybe the MacGyver; the marketer who always finds a way to save the day?!In this special episode of The Shortlist, the entire Middle of Six team jumps on the podcast to discuss "The Marketers"—MO6's wildcard personalities that celebrate the strengths and superpowers that make AEC marketers so unique and invaluable. Through personal stories, shared experiences, and plenty of laughter, the team spills the tea on how these traits show up in their daily work and how to leverage these strengths without getting pigeonholed into certain roles.Listen in, see which character sounds most like you, and take the quiz at middleofsix.com/wildcards.

The following article of the Professional Services industry is: 'The Humanist's Edge: Why the AI Era Belongs to Those Who Read' by Marco Gelosi, CEO & Founder, Trasforma.

The following article of the Professional Services industry is: 'The Real Industrial Challenge for North America: Competitiveness' by Rodrigo Garcia Rojas Celorio, President, Canacintra EDOMEX. 

The following article of the Professional Services industry is: “When Virality Backfires: The New Rules for CEOs” by Laura Coronado, Professor and Researcher at the School of Global Studies, Universidad Anáhuac.

The following article of the Professional Services industry is: “Canada and Mexico: A Strategic Partnership for Resilience” by Juan Navarro, President, CMX Partnerships and Consulting Inc.

Unit4, a leader in enterprise cloud applications for people-centric organisations, has launched international research commissioned from Pierre Audoin Consultants (PAC) examining the transformation challenges facing professional services firms. With 60% saying their work volumes will escalate and/or become more complex in the next 12 months, there is an urgent need to modernise business processes. However, firms face significant challenges to retrieve time lost to fixing operational inefficiencies and errors, which are leading to project delivery delays and teams having to work overtime. One group of global respondents indicates a possible way forward, as 33% say they are running their businesses on modern, integrated, cloud-based platforms, and therefore spend less time correcting errors. Compared to global averages these leaders in adopting cloud-native technologies experience less errors in finance reporting (leading firms: 29%; global average: 37%), and budgeting and forecasting (leading firms: 28%; global average: 36%). Firms in the US are the most advanced (36%) in adopting cloud-based systems, compared to Germany (22%) which has the lowest adoption. Business and Professional Services firms are the most advanced (43%) in embracing the cloud ahead of IT Services (36%). "Professional services firms are facing possibly the biggest inflection point in a lifetime as technology disruption and volatile economic conditions encourage clients to reevaluate their use of consulting expertise," said Donna Dobson, Director Professional Services, Unit4. "PAC's research shows why modernisation of core processes is giving leading firms an advantage in terms of productivity and reduction of time lost on manual processes and error correction. As competition heats up, firms understand that limiting the impact on their workforce is crucial to retaining talent and delivering projects more efficiently." 30% of respondents internationally admit to frequent or regular delays in project delivery due to operational inefficiencies, which rises to 34% among IT Services companies compared to only 25% of Business and Professional Services firms. The Nordics has the highest percentage (34%) admitting regular interruptions to project delivery, compared to 26% in Canada. The state of IT infrastructures could indicate a possible cause, as 66% admit relying on fragmented application environments and 19% even rely on multiple systems requiring manual work and spreadsheets – a figure that rises to 30% in Germany. As a result, it is no surprise that many teams complain of having to work additional hours citing a number of reasons including: 68% – monthly or quarter-close bottlenecks 59% – inconsistent data models 55% – outdated technology 47% are being forced to spend time correcting timesheets while teams must work overtime in areas like accounts reconciliation (37%), project cost & profitability management (37%), and project timeline management (36%). More than a quarter (28%) of client-facing specialists spend more than 30% of the working week completing administrative tasks rather than focusing on their core work. IT Services firms struggle most with overtime with 40% regularly needing to work beyond core hours to complete tasks such as timesheet management, budgeting & forecasting and accounts reconciliation. This is concerning, given that IT Services respondents are also the most likely to say their workloads are going to increase and/or become more complex in the next 12 months. "Many professional services firms are being pushed by clients to transform commercial models to better serve their needs, but this is only possible if firms embrace modern cloud-based systems," said Nick Mayes, senior consultant, PAC. "This will give them the agile, scalable foundations to deliver process automation and adopt AI tools, but it will require investment to optimise and integrate existing workflows so that companies have a single view of company-wide information....

The following article of the Professional Services industry is: 'Why the USMCA Midterm Review Will Drive New Nearshoring to Mexico' by Javier Zarazua Ruiz, VP of LatAm, Tompkins Ventures. 

This special opening episode launches our Customer Council Berlin Series, conversations recorded live at our event during two weeks in 2026. Maria Silipo and Katharina Stopf look back on a decade of the SAP Cloud ERP Customer Council series with the Professional Services part. You will learn how a small group of early adopters evolved into a global exchange shaping standardization and innovation in a public cloud world, including later also Finance, Product-Centric and Quote-to-Cash topics, and why collaboration between customers, product management, and engineering is central to SAP Cloud ERP.You'll also hear short customer testimonials, from first‑time participants to long‑time members, on expectations, shared process challenges, and key takeaways. Because AI was a theme throughout both weeks, we include a candid discussion with the company Rondo on how AI initiatives emerge, mature, and impact the people doing the work. Follow and subscribe on Spotify or Apple Podcasts to catch the full series as we dive into AI adoption, automation, change management, and value realization in SAP Cloud ERP.

The following article of the Professional Services industry is: 'AI Crosses Data. You Cross Meanings' by Victor Moctezuma, CEO, iLab. 

There's always a lot going on in the world of AEC marketing. The deadlines are real, the pressure can build, and somewhere between all of the submittal requirements, check-in meetings, task lists, and marketing production, it's easy to get overwhelmed by the details and lose sight of the bigger picture.In this episode of The Short(er) List, Becky sits down with Grace Takehara for a conversation that has nothing to do with proposal strategy and everything to do with the person behind all that planning. They talk about finding balance (even in the small moments), setting up a home office that actually feels good to sit in, and how to make space to celebrate the wins—without immediately pivoting to the next thing.Whether you're thriving, surviving, or somewhere in the middle, we're got you covered with a conversation that is practical, honest, and committed to sparking joy in your day-to-day—because you deserve it!

The following article of the Professional Services industry is: 'Why Is Project Management Essential for Design and Construction?' by Jose Carlos Corcuera Campos, PDS Head of Industrial Business Development, Cushman & Wakefield PDS. 

The following article of the Professional Services industry is: “The Swedish Footprint in Mexico: Trust and a Shared Future” by Helena Carlsson, Trade Commissioner, Business Sweden.

The following article of the Professional Services industry is: 'Google vs. Richter: Mexico Ruling to Have Widespread Impact' by Laura Coronado, Profesor and Researcher at the Schoool of Global Studies, Universidad Anahuac. 

The following article of the Professional Services industry is: 'Decentralizing Mexico Wealth: The Rise of Regional Family Offices' by Leon Harari, Cofounder & CEO, Axxets Wealth Management México. 

The following article of the Professional Services industry is: 'How Strategic Communication Drives Measurable Business ROI' by Javier Resa, CEO, Digito R, Marketing Comunication Business. 

Have you ever wondered what it's actually like to work with Middle of Six? In this episode of The Shortlist, Principals Wendy Simmons and Melissa Richey answer one of the most common questions they hear from AEC firms: “How does this even work?”From the first meet-and-greet conversation to onboarding, discovery sessions, project check-ins, and final deliverables, Wendy and Melissa walk through how MO6 plugs into teams to provide strategic marketing and business development support. And in classic MO6 style, they're transparent about the challenges many firms face before bringing on extra support, including back-to-back deadlines, budget constraints, team personalities, and even the fear of letting an outside consultant see behind-the-scenes.Leave those worries behind and hear first-hand how bringing on an outside perspective can add tremendous value to your in-house team.

The following article of the Professional Services industry is: “Turning Waste Into Wealth: The Circular Economy Law” by Luis Miguel Ramirez Ruggeberg, Managing Partner, LHO.

Most professional services firms are generating revenue. But somewhere between producing a quote and issuing the final invoice, profit gets eroded. And more often than not, the root cause runs deeper than you'd expect – it's that nobody in the business ever properly understood the numbers in the first place.In this special episode, Harv is joined by FinOps expert Rich Brett to introduce The Missing Finance Course – a completely free resource built for everyone in your firm, from the leadership team, to delivery teams, right down to individual contributors. This conversation, taken straight from inside the course, sets the scene for why financial understanding isn't just a finance team problem. It's everyone's problem.Here's what they get into:Why most firms don't bother with financial education – and why that's a mistakeHow finance and operations working in silos creates blind spots that erode profitWhy storytelling, not spreadsheets, is the real skill your finance team needsHow commercial awareness at every level – yes, including junior staff – changes the way a business performsWhy understanding the numbers is one of the fastest ways to accelerate your career in professional servicesThe Missing Finance Course is free, self-paced, and built for three audiences: leadership, delivery teams, and individual contributors. Head to https://learn.scoro.com to get started.Additional Resources:

With a background in Bible work and graphic design,Shane Hochstetler began district pastoral ministry inMississippi in 2012. In 2017, he became communicationdirector for the Gulf States Conference in Montgomery,Alabama, and in 2021 joined the North American Divisionas associate director for Professional Services, overseeinggraphic design, social media and marketing for NADministries. In 2025, he returned to pastoral ministry in Columbus, Ohio, assenior pastor of the Eastwood Church. Shane seeks to reflect Christ andstrengthen the Adventist witness through positive media, ministry andcommunication.

The following article of the Professional Services industry is: 'Mexico Healthcare Interoperability: Fixing Fragmentation' by Fernando Lledó, CEO, Bupa Mexico. 

With a background in Bible work and graphic design,Shane Hochstetler began district pastoral ministry inMississippi in 2012. In 2017, he became communicationdirector for the Gulf States Conference in Montgomery,Alabama, and in 2021 joined the North American Divisionas associate director for Professional Services, overseeinggraphic design, social media and marketing for NADministries. In 2025, he returned to pastoral ministry in Columbus, Ohio, assenior pastor of the Eastwood Church. Shane seeks to reflect Christ andstrengthen the Adventist witness through positive media, ministry andcommunication.

Send us Fan MailHospice has always been about people, but the future of hospice will increasingly be shaped by data—and that shift is both exciting and unsettling.In Part Two of The Future of Hospice: How HOPE Will Transform Reimbursement & Care, Raianne Melton and Andrea Hale unpack how the HOPE tool could redefine hospice reimbursement, value-based care, and quality measurement across CMS, Medicare Advantage, and health systems. The conversation explores where hospice measurement may be heading—from symptom impact scoring and burdensome discharges to acuity tracking, HUV utilization, and the growing importance of consistent documentation and actionable clinical data.The episode also focuses on what hospice leaders can do now to prepare: improving point-of-care documentation, simplifying EMR workflows, leveraging real-time analytics, and exploring AI-powered ambient listening to reduce clinician burden while preserving compassionate care. Ultimately, this conversation is about helping hospice organizations prove their value with measurable outcomes while staying true to the mission that defines hospice care.This episode offers practical insights for hospice executives, nonprofit healthcare leaders, clinicians, and anyone navigating the evolving landscape of end-of-life care.Guest:Andrea Hale, CEO of Valley Hospice Raianne Melton, Director of Clinical Services of Professional Services for AxxessHost:Chris Comeaux, President / CEO of TELEIOS and author of The Anatomy of LeadershipThe Anatomy of Leadership podcast explores the art and science of leadership through candid, insightful conversations with thought leaders, innovators, and change-makers from a variety of industries. Hosted by Chris Comeaux, each episode dives into the mindsets, habits, and strategies that empower leaders to thrive in complex, fast-changing environments. With topics ranging from organizational culture and emotional intelligence to navigating disruption and inspiring teams, the show blends real-world stories with practical takeaways. The goal is simple yet ambitious: to equip leaders at every level with the tools, perspectives, and inspiration they need to lead with vision, empathy, and impact.https://www.teleioscn.org/anatomy-of-leadership

Hospice has always been about people, but the future of hospice will increasingly be shaped by data—and that shift is both exciting and unsettling.In Part Two of The Future of Hospice: How HOPE Will Transform Reimbursement & Care, Raianne Melton and Andrea Hale unpack how the HOPE tool could redefine hospice reimbursement, value-based care, and quality measurement across CMS, Medicare Advantage, and health systems. The conversation explores where hospice measurement may be heading—from symptom impact scoring and burdensome discharges to acuity tracking, HUV utilization, and the growing importance of consistent documentation and actionable clinical data.The episode also focuses on what hospice leaders can do now to prepare: improving point-of-care documentation, simplifying EMR workflows, leveraging real-time analytics, and exploring AI-powered ambient listening to reduce clinician burden while preserving compassionate care. Ultimately, this conversation is about helping hospice organizations prove their value with measurable outcomes while staying true to the mission that defines hospice care.This episode offers practical insights for hospice executives, nonprofit healthcare leaders, clinicians, and anyone navigating the evolving landscape of end-of-life care.Guest:Andrea Hale, CEO of Valley Hospice Raianne Melton, Director of Clinical Services of Professional Services for AxxessHost:Chris Comeaux, President / CEO of TELEIOS and author of The Anatomy of LeadershipTeleios Collaborative Network   /   https://www.teleioscn.org/tcntalkspodcast

Myles Downey's new book, The Sessions, marks a transition, a metamorphosis in his influential body of work. And that becomes the theme of this, his third appearance on The Coach's Journey Podcast.What happens when it is no longer sustainable to remain what you have been? What is it like to have an idea - like Myles did with The Sessions more than 30 years ago - and not be able to let it go? And for Padraig, the protagonist of The Sessions, what is it like for someone to step into their own shoes, becoming a leader, becoming oneself as a leader? That is just the start, though, in a wide-ranging conversation about Myles' work, his new book, and what he has coming up next as part of what has already been an incredibly influential and impactful career, which started working closely with Sir John Whitmore in the early days of coaching in the UK and passed through The School of Coaching, his bestselling book Effective Modern Coaching and his powerful work on genius, which culminated in the book, Enabling Genius.In particular, we talk about: Whether it is our duty and responsibility to express ourselves. Poetry, prose, fiction, non-fiction, and Myles' relationship to reading and writing (and what this has to do with coaching).Myles' passion for human nature, creativity and how human beings should be more of themselves, not less of themselves. The close relationship between genius and being seen as mad, and why some leaders and CEOs see genius as dangerous. One of the most powerful coaching exercises Myles did with Robbie when he was Robbie's coach. And at the end, Myles tells a moving story about the influence of his wife, Jo, on The Sessions and his wider work, and gives a tantalising trailer for what might be his next book: The Inner Game of Leadership - what it takes to express oneself, configured around the notion of leadership. To listen to Myles' first appearance on The Coach's Journey Podcast, visit https://www.thecoachsjourney.com/podcast/episode-31-myles-downeyTo listen to his second appearance on the show, visit: https://www.thecoachsjourney.com/podcast/69-myles-downey-what-is-effective-coaching-performance-coaching-when-to-be-directive-changing-clients-maps-of-reality-and-moreFor more information about Myles, visit www.mylesdowney.com or find him on LinkedIn at www.linkedin.com/in/mylesdowneyFor more information about Robbie Swale, visit www.robbieswale.com.Read more about The Coach's Journey at www.thecoachsjourney.com.Music by My Good Man William: listen on Spotify: https://open.spotify.com/artist/4KmeQUcTbeE31uFynHQLQgTo support the Coach's Journey, visit www.patreon.com/thecoachsjourney and to join the Coach's Journey Community visit www.thecoachsjourney.com/community. Things and people we mentioned (that you might be interested in):Myles' previous appearances on The Coach's Journey Podcast: https://www.thecoachsjourney.com/podcast/episode-31-myles-downeyhttps://www.thecoachsjourney.com/podcast/69-myles-downey-what-is-effective-coaching-performance-coaching-when-to-be-directive-changing-clients-maps-of-reality-and-moreThe Sessions by Myles Downey: https://thesessions.online/ and https://www.amazon.co.uk/Sessions-tale-leadership-Dublin-pubs-ebook/dp/B0GKCWPD4B/The Inner Game of Tennis by Timothy Gallwey: https://www.amazon.co.uk/Inner-Game-Tennis-ultimate-performance/dp/1447288505/Myles' books: Effective Modern Coaching, The Enabling Manager, Enabling Genius: https://www.amazon.co.uk/Effective-Modern-Coaching-principles-successful/dp/191595116X/The fantasy novels where Robbie learned why poetry matters was The Long Price Quartet by Daniel Abraham: https://www.amazon.co.uk/The-Long-Price-Quartet/dp/B074CFZ29BJoseph Campbell: http://robbieswale.com/the-12-minute-blog/2024/10/9/the-insecure-way-is-really-the-secure-wayStrong Ground by Brene Brown: https://www.amazon.co.uk/Strong-Ground-Leadership-Tenacity-Vermilion/dp/178504320XRoberto Assagioli: https://en.wikipedia.org/wiki/Roberto_AssagioliBIOGRAPHY FROM MYLESMyles Downey is a recognized authority on Performance, Coaching and Leadership and the author of three classics in the coaching and performance arena: ‘Effective Modern Coaching', (330,00+ books sold); ‘Enabling Genius – a mindset for success in the 21st Century'; ‘The Enabling Manager – how to get the best out of your team'. Myles is one of the leading executive performance coaches in Europe, with global experience (Europe, North and South America, Asia-Pacific, UAE). He has worked across the C-suite in many prestigious organisations over the past 35 years, in a wide variety of industries, including Banking and Financial Services, Manufacturing, Oil and Gas, Professional Services, Tech, the Public Sector and Sports.Myles was the founder of The School of Coaching (1996 to 2012), at the time the premier institution for coach training in Europe.Myles has deployed his performance coaching programs with the Senior Coaches of the England Rugby Team and with the New Zealand Elite Rugby Coaches.Myles has been a speaker at many leadership conferences, including the BBC's Conference for its top 400 senior executives, the McKinsey Global Partners Conference in Singapore and the ICF Global Conference in Malmo, to name a few. After 33 years living in London, Myles now lives in Norfolk, England. He was born in Dublin, Ireland in 1959. Myles plays for Norfolk Veterans Tennis and competes occasionally on the ITF Masters Tour.

In this episode of The Short(er) List, we're bringing you the software debate event of the century! Becky welcomes guest and sparring partner Katy Byers for knock-out, drag-out, no holds barred throwdown over the best tool for collecting proposal feedback from technical staff.Katy is team Bluebeam. Becky is not. She is very, very not.What follows is a good-natured and delightfully passionate argument about markups, workflows, and whether Bluebeam is a powerful proposal tool or just a PDF editor that engineers love a little bit too much. Becky makes her case for Adobe Share for Review. Katy holds her ground. Neither is backing down without a fight.No proposals were harmed in the making of this episode. Please leave your feedback for the team by highlighting text, adding a comment, or typing out a note in a red squiggly cloud—we're flexible, kind of.

Send us Fan MailThe future of hospice care is changing—and the HOPE assessment tool may redefine how providers deliver care, document outcomes, and receive reimbursement.Healthcare is entering a new era where quality outcomes, patient data, and accountability are driving the future of care delivery.  In this episode, we're joined by Andrea Hale, CEO of Valley Hospice, and Raianne Melton, Director of Clinical Services of Professional Services for Axxess, whose expertise and frontline perspective help unpack one of the most significant shifts happening in hospice today—the implementation of the HOPE assessment tool. Their insight provides valuable guidance for hospice leaders, clinicians, and organizations preparing for the future of reimbursement and patient-centered care.In Part One of this important conversation, we explore how the Hospice Outcomes & Patient Evaluation (HOPE) tool is poised to transform the hospice landscape.  From evolving CMS expectations to the growing emphasis on quality metrics and patient-centered outcomes, this episode breaks down what hospice leaders, clinicians, and healthcare organizations need to understand now.Join us as we discuss:• What the HOPE tool is and why it matters• How reimbursement models are shifting in hospice care• The operational and compliance challenges providers may face• Why documentation and quality reporting are becoming more critical than ever• How organizations can proactively prepare for the future of end-of-life careWhether you're a hospice professional, nonprofit executive, healthcare leader, or business decision-maker, this episode provides timely insight into the changing future of compassionate care delivery.Our Guest:Andrea Hale, CEO of Valley HospiceRaianne Melton, Director of Clinical Services of Professional Services for AxxessHost:Chris Comeaux, President / CEO of TELEIOS and author of The Anatomy of Leadership

The future of hospice care is changing—and the HOPE assessment tool may redefine how providers deliver care, document outcomes, and receive reimbursement.Healthcare is entering a new era where quality outcomes, patient data, and accountability are driving the future of care delivery.  In this episode, we're joined by Andrea Hale, CEO of Valley Hospice, and Raianne Melton, Director of Clinical Services of Professional Services for Axxess, whose expertise and frontline perspective help unpack one of the most significant shifts happening in hospice today—the implementation of the HOPE assessment tool. Their insight provides valuable guidance for hospice leaders, clinicians, and organizations preparing for the future of reimbursement and patient-centered care.In Part One of this important conversation, we explore how the Hospice Outcomes & Patient Evaluation (HOPE) tool is poised to transform the hospice landscape.  From evolving CMS expectations to the growing emphasis on quality metrics and patient-centered outcomes, this episode breaks down what hospice leaders, clinicians, and healthcare organizations need to understand now.Join us as we discuss: • What the HOPE tool is and why it matters • How reimbursement models are shifting in hospice care • The operational and compliance challenges providers may face • Why documentation and quality reporting are becoming more critical than ever • How organizations can proactively prepare for the future of end-of-life careWhether you're a hospice professional, nonprofit executive, healthcare leader, or business decision-maker, this episode provides timely insight into the changing future of compassionate care delivery.Our Guest:Andrea Hale, CEO of Valley HospiceRaianne Melton, Director of Clinical Services of Professional Services for AxxessHost:Chris Comeaux, President / CEO of TELEIOS and author of The Anatomy of Leadership

Ambidextrie klingt nach Berater-Bingo – ist für Versicherer aber längst Überlebensprinzip.In dieser Folge des Insurance Monday Podcast spricht Hendrik Fundermann mit Hendrik Fundermann, COO Financial & Professional Services bei d.velop, über eine der zentralen Fragen der Versicherungs-IT: Wie bleiben Versicherer stabil, sicher und regulatorisch sauber – und werden gleichzeitig schneller, agiler und innovationsfähiger?Es geht um den Spagat zwischen „Run the System“ und „Change the System“, zwischen Großrechner, Revisionssicherheit und DORA auf der einen Seite – und Cloud, KI, Agentic AI, Automatisierung und neuen Kundenerwartungen auf der anderen. Warum Big-Bang-Migrationen selten die Lösung sind, weshalb hybride IT-Strategien an Bedeutung gewinnen und welche Rolle Datensouveränität, europäische Anbieter und echte Exit-Strategien künftig spielen.Außerdem diskutieren wir, warum Ambidextrie nicht nur ein Technologie-, sondern vor allem ein Führungs- und Kulturthema ist. Denn wer Innovation ernst meint, braucht nicht nur neue Tools, sondern klare Nordsterne, Ownership auf Entscheiderebene und die Fähigkeit, Stabilität nicht mehr über Komplexität, sondern über Agilität herzustellen.Eine Folge für alle, die verstehen wollen, wie Versicherer ihre IT zukunftsfähig machen – ohne das Fundament zu sprengen.Schreibt uns gerne eine Nachricht!Folge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://www.insurancemondaypodcast.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemondaypodcast.de und wir melden uns umgehend bei Dir.Dieser Podcast wird von dean productions produziert.Vielen Dank, dass Du unseren Podcast hörst!

Proposal deadlines have a way of testing even the most seasoned AEC marketers. No matter how carefully a pursuit is planned, you never know when you'll have to defuse a ticking time bomb, minutes before the deadline. In this episode of The Shortlist, Wendy Simmons is joined by designers Becky Ellison and Lauren Jane Peterson to discuss the “MacGyver moments” that happen when proposal teams are racing against the clock.From InDesign crashes and corrupt exports to oversized PDFs, emergency printer fixes, and hand-assembled printed proposals, Becky and Lauren Jane share stories from the trenches along with practical troubleshooting tips that can save a submission in the final hour. They also explore strategies for making impossible amounts of content fit on the page, compressing files under strict upload limits, and knowing when to make a sacrifice to the "proposal gods" rather than missing the deadline entirely.If you're a proposal manager, designer, or marketer who's ever submitted with seconds to spare, this episode offers equal parts practical advice, camaraderie, and comic relief for surviving the chaos of pursuit work.CPSM CEU Credits: 0.5 | Domain: 4

In this episode, Michael Lourie, Founder & Managing Partner, Driver Media Worldwide, joins the podcast to discuss how his firm helps law firms and businesses drive lead generation through digital marketing, LinkedIn strategy, targeted campaigns, and data-driven client engagement while serving as an outsourced extension of their teams.

In this episode, Michael Lourie, Founder & Managing Partner, Driver Media Worldwide, joins the podcast to discuss how his firm helps law firms and businesses drive lead generation through digital marketing, LinkedIn strategy, targeted campaigns, and data-driven client engagement while serving as an outsourced extension of their teams.

Tonight on America at Night, Dan Mandis, fills in for McGraw Milhaven. Jared Gans, reporter for The Hill, joins the show to discuss the latest developments in California politics as Xavier Becerra emerges as a front-runner in the state's upcoming governor's race, and what it could mean for the national political landscape. Matthew Hurtt, Director of Professional Services at the Leadership Institute and an internationally recognized fundraiser and political organizer, joins the program to discuss redistricting efforts taking place across the country ahead of the next election cycle and how those changes could impact future congressional and state races. Later, Lt. Gen. Richard Newton, NewsNation Senior National Security Contributor, provides the latest analysis on Iran, breaking down the current geopolitical tensions and what recent developments could mean for U.S. national security and the broader Middle East. Learn more about your ad choices. Visit podcastchoices.com/adchoices

No notes. No outline. No edits. No regrets. (Okay, maybe a few regrets.)In this episode of The Short(er) List, Becky and Kyle are going live. After deciding on the episode topic approximately four minutes before hitting record, they just ... went for it. The result? An unfiltered, unscripted, and unrehearsed conversation about one of AEC marketing's most quietly complicated relationships: the interplay between graphic designers and content writers.Listen to find out if they pull it off. No safety net and nowhere to hide—just raw, organic, and all-natural AEC marketing talk without the artificial colors, preservatives, or added sugar. Sneezes included.

Safe staffing levels, the cost of living, burnout and assaults will all be on the agenda at the annual conference of the Irish Nurses and Midwives Organisation which kicks off today. Speaking to Anton ahead of the conference was Tony Fitzpatrick, Director of Professional Services and Industrial Relations at INMO.

Strong project management isn't just for the construction jobsite—it's a critical skill for every AEC marketer. In this episode of The Shortlist, Wendy Simmons is joined by Melissa Richey and Lauren Jane Peterson to explore how marketers naturally step into project management roles across proposals, events, and campaigns. From defining scope and managing risk to leading communication and keeping teams aligned, the MO6 team breaks down practical strategies that keep work moving. We also dive into effective kickoff meetings, visual communication tools, and how project management platforms like ClickUp, Basecamp, and Asana can help streamline workflows. Ultimately, successful project management comes down to clear communication and team accountability to stay organized, efficient, and ahead of deadlines—and this episode is chalk full of tips for day-to-day project management.CPSM CEU Credits: 0.5 | Domain: 6 

At what point do the tools that once helped your agency grow quietly begin holding it back? And how can you recognize the moment when spreadsheets, disconnected apps, and manual processes stop being efficient shortcuts and start becoming costly bottlenecks? In this episode of The Agency Blueprint podcast, I'm joined by Harv Nagra to discuss the turning point that many growing agencies inevitably face when their operational tools can't keep pace with the complexity of their business. Harv is a former Group Operations Director on the agency side and is now the Head of Brand Communications at Scoro, the work and business management platform built for agencies and consultancies. His career has spanned agency ops leadership and now tech, helping creative and professional service firms build operational muscle and scale sustainably. He's also the host of the handbook, The Ops Podcast, where he unpacks how systems, tools, and behavior shape. Listen in to learn about Model Context Protocol (MCP), which allows AI tools to interact with multiple business systems at once. You will also learn the importance of investing in integrated systems and automation early to create clarity, scalability, and operational efficiency. Key Questions: [01:22] How has automation evolved in recent years, and are agencies still thinking about it too narrowly as simple integrations? [08:49] How can agency leaders recognize the early signs that their operational systems are beginning to buckle under growth? [12:07] At what point does excessive administrative work become a warning signal that your systems need a serious upgrade? [14:17] What is the real difference between traditional project management tools and full professional services automation platforms? [21:05] Is there a specific team size or growth stage where agencies should seriously consider upgrading their operational systems? [26:47] How should agency owners evaluate the risk and return of migrating to a more integrated operational platform? What You'll Discover: [01:37] The evolution of automation, how agencies can leverage it beyond simple tools, and why it's critical for synchronizing complex agency projects as they scale. [04:40] How agencies fail to discover new operational tools simply because they don't know the category exists. [05:56] The Model Context Protocol (MCP) and why it represents a new way for AI to interact with multiple business systems. [09:03] The operational warning signs that indicate an agency's systems are no longer keeping up with its growth. [12:27] How utilization reports often expose hidden administrative workloads across agency teams. [14:30] The distinction between basic project management tools and professional services automation platforms. [18:12] How using PSA systems allows agencies to make data-driven decisions about client profitability, resource allocation, and project timelines. [21:35] Harv shares a rule of thumb that agencies should consider adopting operational platforms around the 20-person team size. [25:17] The pros and cons of building custom integrations versus adopting an all-in-one operational platform. [27:45] Why usability and ongoing product development should be key factors when choosing operational software. [30:43] Insights on the future of AI in agency operations and how smarter tools will transform decision-making. Connect with Harv: Website

Justin sits down with Sanjay Pal, Worldwide VP of Professional Services at IBM, to explore what it really takes to lead services at global scale and why the role is more strategically important now than ever before.Sanjay draws on his journey from Cisco to Accenture to IBM to break down what has fundamentally changed about services delivery in the AI era, and what has stayed the same. He shares how IBM thinks about standardizing delivery across 16 global markets without sacrificing client experience, why the forward-deployed engineer model is gaining momentum, and how professional services leaders need to evolve from deployment executors into trusted business advisors.He also shares a personal story about his father, who wrote 52 books with pen, paper, and a stack of research clippings, and what that means for what's possible now.Chapters[00:00] Intro and Sanjay's Path to IBM [02:33] What's Changed in Services, and What Hasn't [05:00] How AI Amplifies Delivery Without Replacing Judgment [08:01] Standardization vs. Customization at Global Scale [10:38] The Evolving Role of the Services Leader [12:44] Forward-Deployed Engineers and Leading with Services [15:02] Breaking Down Silos Across Pre-Sales, Implementation, and Post-Sales [16:05] What's Top of Mind Heading into 2026

On this episode of The Short(er) List, we're leveraging innovative and collaborative solutions to provide comprehensive expertise that's both strategic and sustainable. And we're passionate about it, too.If that introduction sounds both nonsensical and completely normal, then you're in the right place. Don't worry, we're also guilty. Becky Ellison and Kyle Davis are back to call all of us out, including themselves. From world-class delivery to holistic experience, they're unpacking the words that have been doing the heavy lifting in AEC marketing for so long that they've become tired and worn out.We dig into the phrases that have taken over proposals and websites, what we actually mean when we use them, and what to say instead. Because the selection committee just read 12 other submittals that said the exact same things. Here's the deal: your people and your firm actually are unique—so let's start writing like it.

Moving the conversation on social mobility out of the boardroom and into the mainstream, the Lady Mayor Dame Susan Langley will set out her ambition to connect people with opportunity and “unsquare” the Square Mile: ensuring nobody has to fit in a certain box to thrive in the UK's financial capital. Joined by an expert panel, she'll ask how we can change people's view of the City and break down barriers that might hold people back from fulfilling their potential.  This lecture was recorded by Lady Mayor Alderwoman Dame Susan Langley on the 13th of April 2026 at Bernard's Inn Hall, LondonAlderwoman Dame Susan Langley became Lady Mayor of London 7th November 2025. She is the 697th Lord Mayor, the third woman to hold the office, and the first to be styled “Lady Mayor”.Dame Susan Langley is Chair of Gallagher UK, and the Senior Independent Director for UKAR (Northern Rock Asset Management and Bradford and Bingley). Previously she was the Lead Non-Executive Director for the Home Office, a Trustee for Macmillan Cancer, CEO Financial & Professional Services at the Department for International Trade (DIT), Executive Director North America and Market Development for Lloyd's of London, Director of Lloyd's Asia and Chairman of Lloyd's Japan. Prior to this, Susan held various Insurance Board positions. She joined the Insurance Market from PriceWaterhouseCoopers where she was a Principal Consultant working with a range of FTSE 100 companies.A founding member of the Government Women's Business Council, she is a past recipient of the Insurance Institute of London (IIL) President's Award, the FS Women in the City Achievement Award, Women to Watch, Leading Women in Reinsurance and top 20 inspirational City Women. Born in the East End, she is passionate about social mobility and involved in a number of charitable and mentoring roles. In 2015 she received an OBE for services to women in business and in 2023, a DBE for public service to the financial services industry. Dame Susan graduated (BSc Hons) from Southampton University and married Gary in 2003. She is a Liveryman of the Insurers and Drapers and a Freeman of the Goldsmiths. Dame Susan is the Alderwoman for the City of London Aldgate Ward and served as Aldermanic Sheriff of the City of London 2023/2024.The transcript of the lecture is available from the Gresham College website: https://www.gresham.ac.uk/watch-now/lady-mayor-26Gresham College has offered free public lectures for over 400 years, thanks to the generosity of our supporters. There are currently over 2,500 lectures free to access. We believe that everyone should have the opportunity to learn from some of the greatest minds. To support Gresham College's mission, please consider making a donation: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-today Website:  https://gresham.ac.ukX: https://x.com/GreshamCollegeFacebook: https://facebook.com/greshamcollegeInstagram: https://instagram.com/greshamcollegeBluesky: https://bsky.app/profile/greshamcollege.bsky.social TikTok: https://www.tiktok.com/@greshamcollegeSupport Us: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-todaySupport the show

Listen on your podcast app:                    Resources Of This Episode: Find Tünde's websitehereConnect with Tünde onLinkedIn Summary Of This Episode: Click here to read the episode transcript The rules of the game have changed and waiting for things to go back to “normal” is no longer an option. AI is not just another tool. It's reshaping how you work, how you position yourself, and how you stay relevant in your business. And if you're a coach, consultant, or service-based entrepreneur, the question is no longer if it will impact you… but how you choose to respond. To discuss this topic, I invited Tünde Lukacs, founder of Change Republic and former Big Four partner who led large-scale AI transformation programs across Europe. Today, she helps leaders and professionals redefine their role and identity in the age of AI. You'll get a behind-the-scenes look at how Tünde is using AI in her business from building her own AI coach to creating scalable offers while staying grounded in ethics, trust, and human connection. This episode is both a reality check… and an opportunity. Because the time is now not to compete with AI, but to become more you than ever before. “AI can replace knowledge, but it can't replace your humanity.” What you will learn: How to face the threats of AI and stay relevant as a coach or consultantHow to use AI to elevate your business in terms of productivity and customer experienceHow to handle the ethical and legal aspects of using AI Chapters: [02:20] Tünde's Journey into AI and Coaching [05:25] Concerns and Opportunities for the Next Generation [07:46] Transitioning from Corporate to Coaching [09:17] Overcoming the Leap to Entrepreneurship [11:14] Strategic Launch of a Coaching Business [14:59] Helping Clients Navigate Careers in the AI Age [18:09] The Threats of AI in Professional Services [21:41] Emphasizing Human Experience Over Knowledge [22:35] Defining Your Competitive Advantage [23:34] Embracing AI in Coaching Practices [27:32] Integrating AI into Business Models [36:15] Legal and Ethical Considerations in AI Coaching [41:44] Authenticity in Marketing and Visibility Find this episode on YouTube:  https://youtu.be/3mYkldhc1eA Enjoyed this episode? Please leave a review Please leave a review or a comment to help me reach more people who need to hear this. Choose your favorite podcast app:                   

Bob returns to the podcast to talk about marketing strategies based on business maturity, where most consulting opportunities come from, building referrals, and much more! Bob Gentle is a personal brand strategist who works with leaders, boards, and CEOs to turn leadership visibility into influence, opportunity, and revenue. With nearly 20 years in digital marketing, he helps senior leaders and experts articulate their leadership narrative, build authority, and monetize their personal brand in a way that supports organizational growth.

Collaboration is at the heart of how the team at Middle of Six works—and being fully remote means finding tools that keep ideas flowing and groups aligned. In this episode of The Shortlist, MO6ers Kyle Davis and Lauren Jane Peterson share the ins and outs of using Mural, their favorite digital whiteboard platform.From internal brainstorming sessions and design charrettes to client workshops and presentations, Mural serves as a shared workspace where ideas can be captured, organized, and refined in real time. They also share how Mural's user interface makes it easy to onboard first-time users, encourage live note-taking, and import and export to PowerPoint. With this tool in your toolkit, you just might experience more efficient meetings, stronger alignment, and a shift from presenting ideas to actively building them alongside your team.CPSM CEU Credits: 0.5 | Domain: 2

How do I use my podcast to grow my business? Learn more about this limited podcast series for attorneys, consultants, and other professional services business owners who want a podcast that helps them grow their business, but don't want to become "content creators" in addition to running their business.This 12 episode series exists to help you think strategically about designing your own limited series rather than a never-ending podcast commitment that keeps you constantly scrambling for new content. In every episode, you're getting a sharper lens, a better question to ask, or a framework to help you create a podcast that feeds your soul and your business, instead of an algorithm with the appetite of a teenage boy.Learn how to design a podcast series that works as hard for your business as you do, so you can get back to actually running your business.CONNECT WITH JEN Book Your Podcast Power HourWebsite: https://brassybroad.comYouTube: @BrassyBroadJenLinkedIn: https://www.linkedin.com/in/jen-edds-470351b/Instagram: https://instagram.com/brassybroadjenTikTok: https://tiktok.com/@brassybroadjen

Close your eyes. Breathe. Relax your shoulders. The RFP document is only five pages long. The Project Manager won't be on vacation during the interview. The entire team agrees on the deadline for content. There is no page limit. No one cares about margins.This is ASMR for AEC Marketers.In this episode of The Short(er) List, Becky and Katy are whispering reassuring sweet nothings into your headphones with a topic that's both absurd and (oddly?) therapeutic. Your hosts are talking smooth and soft. The music is calm and non-descript. Are you in a spa? Did you fall asleep at your desk? What does ASMR even stand for anyway? None of that matters. Because we see you, AEC marketers, and we're leaning all the way in. So put in your earbuds, turn down the lights, and let the soothing sounds of stress-free marketing wash over you. 

Losing a pursuit is never fun but it can be one of the most valuable opportunities for growth. In this episode of The Shortlist, Wendy Simmons is joined by Melissa Richey and Katy Byers to talk about what it really means to “fail forward” and how to turn losses into smarter strategy.From running more effective debriefs and asking sharper questions to digging into scoring feedback and gut-checking your go/no-go decisions, the team shares practical ways to understand what happened and how to improve next time.And because losing streaks are part of the process, the conversation also leans into the human side: keeping team morale high, celebrating wins (big or small), and recognizing when a new approach or perspective might be exactly what your team needs.CPSM CEU Credits: 0.5 | Domain: 4

Tonight guest host Dan Mandis hosts America at Night. Joining tonight's show is Ryan Brobst, Deputy Director of the Center on Military and Political Power at the Foundation for Defense of Democracies, discussed the latest developments involving Iran and what they could mean for regional stability and U.S. strategy. Next, Captain Shem Malmquist examined concerns about aging airline infrastructure, explaining the growing risks of integrating modern satellite-based technologies like ADS-B into decades-old aviation computer systems. He outlined the concept of “complexity risk,” where layering new technology onto outdated systems can create safety vulnerabilities. Later, Matthew Hurt, Director of Professional Services at the Leadership Institute, talked about efforts to encourage young people to become more engaged in politics, discussing the challenges of reaching younger generations and the importance of developing future civic leaders Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode reveals how professional service firms, from accounting to consulting, can break free from the billable hour trap to command massive exit multiples. Learn the exact blueprint for transitioning your firm to a recurring revenue model that attracts private equity and ensures your business survives and thrives long after you hand over the keys. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business M&A Guide | The 4 Types of Buyers of Businesses Reducing Concentrations of Risk Before Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

If your business is built on your thinking, your insight, and your ability to diagnose problems, giving strategy away for free is not generosity. It's a broken revenue model. Too many consultants, advisors, and service-based professionals fall into the same pattern. We jump on call after call, answer “quick questions,” and unpack strategy before someone has made any real commitment. It feels productive in the moment. But the reality is different. Time gets drained. Energy disappears. Proposals get ghosted. And while we're entertaining window shoppers, the people who are actually ready to invest are waiting. In this episode, we break down the mindset shift many consultants need to make: clarity itself has value. Diagnosing problems, identifying direction, and helping someone understand what to do next is real work. Lawyers charge for advice. Doctors charge for diagnosis. Accountants charge for insight. Strategists, marketers, and consultants should too. In addition, let's unpack the larger reality happening across modern marketing and business. Why many companies misuse paid advertising, why marketing cannot fix weak products, and why the explosion of AI-driven content makes authentic positioning and human connection more important than ever. If you're a consultant, strategist, coach, or service-based entrepreneur who feels stuck chasing conversations that never convert, this episode will challenge how you think about value, boundaries, and how you position your expertise in the market. Key Topics Covered: Why letting people “pick your brain” for free undermines your business The hidden revenue cost of endless discovery calls Why chasing vanity metrics and pipeline volume can hurt real growth The difference between window shoppers and serious buyers Why clarity, diagnosis, and strategy are valuable services How consultants accidentally train clients to expect free expertise Why marketing cannot fix weak products or poor positioning When paid advertising actually works and when it doesn't Why human creativity and connection still matter in an AI-driven market How boundaries and positioning increase both revenue and respect Beyond The Episode Gems: Buy My Book, Strategize Up: The Blueprint To Scale Your Business: StrategizeUpBook.com Discover All Podcasts On The HubSpot Podcast Network Get Free HubSpot Marketing Tools To Help You Grow Your Business Grow Your Business Faster Using HubSpot's CRM Platform Support The Podcast & Connect With Troy:  Rate & Review iDigress: iDigress.fm/Reviews Follow Troy's Socials @FindTroy: LinkedIn, Instagram, Threads, TikTok Subscribe to Troy's YouTube Channel For Strategy Videos & See Masterclass Episodes Need Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com