Podcasts about Professional services

The following article of the Professional Services industry is: 'Why AI Is Not Improving the Bottom Line' by Shoham Adizes, Certified Senior Associate, Adizes Institute. 

The following article of the Professional Services industry is: “Mexico 2026: The Legal Infrastructure of Trust” by Luis Miguel Ramirez Ruggeberg, Managing Partner, LHO.

The following article of the Professional Services industry is: 'The Strategic Evolution of Corporate Potential' by Patrick Aedo, CEO - Cofounder, Integrus Consulting Services. 

The following article of the Professional Services industry is: “Redefining Insurance Fraud Detection With AI: Purposeful Rigor” by Juan Ignacio González Gómez, Director General, HDI Seguros México.

The following article of the Professional Services industry is: 'Why Trust Contracts Alone Fail To Protect Family Business Wealth' by Javier Garcia, Managing Partner, Clever BoD. 

The following article of the Professional Services industry is: 'Mexico Reforms Copyright Law To Protect Against AI, Voice Cloning' by Santiago Zubikarai, Partner, Basham, Ringe & Correa, S.C. 

The following article of the Professional Services industry is: '2 Laws, 1 Urgent Goal: Protecting Creativity in the Digital Era' by Eduardo Castañeda, Partner, Basham, Ringe y Correa, S.C. 

The following article of the Professional Services industry is: “The FOBO Hurdle: Fear of Becoming Obsolete in the AI Age” by Alejandro Paz, Managing Partner Mexico & Andean, NUMAN. (AA1428)

The following article of the Professional Services industry is: “Moats: How Industrial Businesses Build Enduring Advantage” by Felipe Martinez, Independent Contributor.

In this episode of TECHtonic, Thomas Lah welcomes Deb Ashton, Founder of Certinia, for a conversation about the transformation of professional services in the age of AI. They explore why traditional utilization-based business models are giving way to outcome-driven engagements, how AI is changing pricing, delivery, and workforce strategies, and why customer value must become the foundation of every services organization.Deb shares practical insights from working with technology companies that are embracing AI to streamline delivery while empowering consultants to focus on strategic guidance, governance, and customer relationships. Together, they discuss the rise of Professional Services 2.0, the importance of measuring time-to-value and business outcomes, and what leaders must do today to build more scalable, profitable, and customer-centric services organizations.

The following article of the Professional Services industry is: 'DMO Evolution: Systems Theory and Smart Tourism Management' by Federico de Arteaga Vidiella, President, Ibero-American Network of Smart Tourist Destinations. 

The following article of the Professional Services industry is: 'The Future Boardroom: Why AI Will Transform Corporate Governance' by Alberto Robles, Head of Strategic Foresight, Thement. 

The following article of the Professional Services industry is: “The Future of Sustainability With AI and Green Loyalty as Drivers” by Adrian Sanchez Roa, Senior Consultant in Circular Economy and Applied Sustainability, Lealtad Verde.

The following article of the Professional Services industry is: “Humanistic Leadership: Driving Both Well-Being, Business Success” by Oscar Garcia Zato, Director General Member of AMECH, Grupo Eulen.

The following article of the Professional Services industry is: 'Project-Based Talent: The Model Transforming Organizations' by Gabriel Aparicio, Country Manager, Kelly México. 

As The Shortlist celebrates its 100th episode and Middle of Six marks 10 years in business, Wendy Simmons sits down with Melissa Richey, Grace Takehara, Becky Ellison, and producer Kyle Davis to reflect on the moments that made both possible. From the story behind naming the company to experience shares about entrepreneurship, career pivots, and building a thriving remote-first team, the conversation is equal parts reflection and celebration. Grab a cup of coffee and listen in as the team shares "pinch me" moments and their vision for the future. It's a look back at a decade of growth, 100 episodes of conversation, and the Hustle & Heart values that guide everything MO6.

The following article of the Professional Services industry is: “Semiconductor Nearshoring: A Strategy for Mexico's SC Ecosystem” by Eugenio Marín, CEO, FUMEC.

The following article of the Professional Services industry is: “A Sanctuary for the Mind in the Office” by Marta Bonadie, Founder and CEO, Taller 1339. (AA1393)

Most leaders in professional services are making decisions every day that come back to the finance – but no one ever actually taught them the numbers. In this episode, we're pulling back the curtain on the financial foundations that every leader needs to get a handle on, whether you're running a team, managing projects, or sitting in the hot seat at the top.Rich Brett is a FinOps consultant with 15 years in finance, working with professional services businesses to close the gap between finance and operations – and answer that nagging question: why is everyone busy, but we're not making any money?This episode is pulled directly from The Missing Finance Course – a free FinOps course Rich and Harv built to level up everyone from founders to individual contributors at agencies and consultancies. Here's what they get into:• Why cashflow forecasting isn't an advanced topic – it's a survival skill• What the P&L is really for, and why most senior leaders struggle to explain it to their own teams• How a knowledge gap becomes a credibility gap – and why that erodes trust across the whole business• Why so many businesses are pricing based on what they think something costs – not what it actually costs• Why comparing your rates to competitors is a trap, and what to do insteadIf you've ever sat in a finance presentation and felt a bit lost, or if you've been winging parts of your pricing strategy, this one's for you.The 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:

The following article of the Professional Services industry is: “Mexico Facing the USMCA Review: Opportunities in Adversity” by Alfredo Nolasco-Meza, CEO, SPYRAL.

The following article of the Professional Services industry is: “Mexico's ESG Mandate: Compliance, Article 25, and Competitiveness” by Blanca del Carmen Martinez Mendoza, Mendoza Vera Abogados.

The following article of the Professional Services industry is: 'Fintech's Next Competitive Advantage Isn't AI. It's Memory' by Thiago Goncalves, Executive Director LATAM, Blip. 

The following article of the Professional Services industry is: “Generation Z: A Strategic Asset for Technology Companies” by Carlos López Santibáñez, General Manager, KTSA (KPMG). (AA1382)

The following article of the Professional Services industry is: “From Patch to Proactive: The Evolution of Exposure Management” by Francisco Ramirez de Arellano, Senior Vice President for Latin America and Caribbean, Tenable.

The following article of the Professional Services industry is: 'Algorithmic Reputation: Why Being Visible to AI Is Not Enough' by Victor Manuel Vega Reyes, Founder & CEO, Rubicón Consulting. 

The following article of the Professional Services industry is: “Why Rigid Hierarchies Break and Living Systems Thrive” by Alejandro Ureña Amieva, Co Founder and Chief Innovation Officer, Evolutive Agency.

The following article of the Professional Services industry is: “Customer-Centric Healthcare: Strategy, Technology, and Trust” by Fernando Lledó, CEO, Bupa Mexico.

Professional services is undergoing its biggest transformation in decades, and AI is only part of the story. In this episode of Technovation, Peter High speaks with Jim Peko, CEO of Grant Thornton Advisors LLC, about how the firm is redefining the professional services model through private equity, platform consolidation, strategic acquisitions, and a $1 billion technology investment. Jim explains why incremental change is no longer enough, why data will become the true competitive differentiator, and how firms can balance innovation with the trust that clients expect. You’ll also hear Jim’s perspective on AI governance, agentic AI, the future of talent, evolving pricing models, and why professional services firms must rethink their operating model to remain competitive in an era of rapid technological change. This episode is presented by Celonis — Give AI the context it needs. Learn more at celonis.com/technovation

Tonight on America at Night, guest host Dan Mandis fills in for McGraw Milhaven: Alexander Bolton, Senior Senate Correspondent for The Hill, joins the show to discuss growing concerns among Republican senators that an Iran deal could become a political liability for Vice President J.D. Vance ahead of the 2028 presidential election. Bolton examines the debate inside the GOP and what it could mean for the party's future. Chet Love, CEO of Cornerstone Group International, discusses his recent commentary arguing that, despite political differences, California Governor Gavin Newsom deserves credit for certain policy decisions. Love explains why he believes leaders should be recognized when they get things right, regardless of party affiliation. Matthew Hurtt, political strategist and Director of Professional Services at the Leadership Institute, joins the program to discuss the future of the Democratic Party and the growing influence of democratic socialism, why the FIFA Club World Cup was a political success for the United States, and how the nation is preparing to celebrate America's 250th anniversary. Later, Dr. Joshua Coleman, psychologist and author specializing in family relationships, discusses the growing trend of adult children going "no contact" with their parents. Coleman explains the factors driving family estrangement and offers practical advice for rebuilding trust and reconnecting with loved ones. Learn more about your ad choices. Visit podcastchoices.com/adchoices

One Big Idea 3 - Driving Enterprise Value: From Funding Architectures and Radical Letting Go to Systems-Driven RevenueIn this episode of One Big Idea, host Josh Elledge connects with Anthony Rose, Latif Hamilton, Dan Rochon, Ronald Robinson, and Mark Osborne to dissect the foundational operational strategies required to elevate enterprise value, optimize leadership psychology, and construct predictable growth engines. Anthony Rose, Founder and CEO of SeedLegals, kicks off the discussion by introducing a fairer, more transparent fundraising mechanism designed to protect early-stage founders. Latif Hamilton, Founder of SpiritHoods, then shifts focus to executive psychology, mapping out structural frameworks to help founders overcome cognitive biases and master the art of letting go. Next, CPI Community Founder Dan Rochon outlines a guide to replacing high-pressure sales with consultative, guidance-based relationship building. Ronald Robinson, Founder of Expanded Learning Academy, dives deep into the profound link between childhood social-emotional competencies and adult executive leadership. Finally, Mark Osborne, Fractional Revenue Leader for Professional Services & B2B SaaS at Modern Revenue Strategies, closes the episode by delivering a blueprint on transitioning from hustle-centric business development to completely automated, system-driven revenue architecture.Smarter Fundraising for Startups Using SAFERs Instead of Traditional SAFEs with SeedLegals' Anthony RoseEarly-stage fundraising has long relied on Simple Agreements for Future Equity (SAFEs) to bypass the slow, expensive legal hurdles of traditional priced funding rounds. However, legal tech pioneer Anthony Rose argues that his "one big idea" exposes how traditional SAFEs routinely blindside founders with massive, compounded dilution once conversion math kicks in at the next priced round. Because SAFEs don't update the cap table in real time, founders frequently underestimate their stacked equity obligations, sometimes waking up to find they have accidentally surrendered a majority stake in their own company. Furthermore, SAFEs present critical tax ambiguities for savvy investors regarding when the five-year Qualified Small Business Stock (QSBS) holding clock officially begins.To solve these hidden structural hazards, Anthony introduces the SAFER (Simple Agreement for Future Equity and Regular Shares). This framework retains the rapid, low-cost execution speed of a traditional SAFE but requires that investors receive their stock immediately upon investment. This instantaneous cap table visibility ensures founders see the exact equity impact of every dollar raised in real time, preventing unexpected minority status down the line. By utilizing automated legal modeling tools, early-stage companies raising between $500K and $2M can establish flawless financial transparency, kickstart the investor's QSBS tax clock on day one, and secure institutional-grade corporate clarity without the bloated fees of legacy law firms.Breaking Free by Outsmarting Your Brain and Letting Go Like a Pro with SpiritHoods' Latif HamiltonOne of the greatest operational barriers to scaling an enterprise is the founder's own psychological attachment to underperforming elements of the business. Latif Hamilton explains that his core thesis addresses why entrepreneurs struggle to cut ties with failing product lines, toxic corporate cultures, or stagnant business models. This operational paralysis is driven by two hardwired cognitive biases: the endowment effect, which causes leaders to artificially overvalue an asset simply because they own it, and loss aversion, where the psychological pain of losing an asset is twice as powerful as the pleasure of gaining an equivalent win. Left unchecked, these biases trap executives in an expensive cycle of protecting sunk costs instead of pursuing high-yield commercial opportunities.To bypass these emotional roadblocks, Latif provides a tactical toolkit designed to decouple human emotion from strategic analysis. Founders must routinely challenge their operations by asking the "starting fresh" question: If I didn't already own this product or employ this person, would I choose to buy or hire them today? If the answer is no, immediate divestment is required. By mapping out a physical grid to calculate the true cost of inaction—including opportunity cost and team morale drain—leaders can clearly see the numbers in black and white. Transitioning into authentic thought leadership through platforms like Substack and high-level podcast guesting allows founders to pivot their energy toward market authority, turning perceived organizational losses into scalable future gains.Building Client Trust While Breaking Through Internal Resistance with CPI Community's Dan RochonIn a transparent and highly competitive marketplace, traditional, aggressive sales closing tactics create immediate buyer friction and erosion of brand trust. Sales consultant Dan Rochon outlines his "one big idea" that modern sales must pivot completely away from psychological manipulation and transition into an act of collaborative leadership and client guidance. The primary obstacle in a commercial transaction is rarely external market competition; rather, it is the prospect's internal resistance, driven by unvoiced fears, self-doubt, and structural uncertainty. By stepping into the role of a guide rather than an aggressive closing hero, the sales professional shifts from an administrative solicitor to a trusted advisor.To execute this consultative framework consistently, Dan structures his methodology across three actionable operational behaviors: connecting authentically to build immediate rapport, asking deep questions that target the prospect's root motivation, and actively listening to emotional hesitation rather than just verbal compliance. This client-centric approach forms the bedrock of consistent and predictable revenue, allowing founders to easily transition away from founder-led sales. By thoroughly documenting these conversational processes into corporate playbooks, leveraging CRM data tracking, and utilizing podcasts for high-level ecosystem networking, organizations can seamlessly scale their business development teams beyond the personal bandwidth of the company founder.The Hidden Link Between Childhood SEL and Adult Workplace Success with Expanded Learning Academy's Ronald RobinsonTechnical expertise and operational software systems are useless if an organization lacks the foundational soft skills required to execute effectively under high-pressure conditions. Education strategist Ronald Robinson shares his core thesis that Social Emotional Learning (SEL) competencies are not merely childhood development concepts, but the primary drivers of modern workplace productivity and elite corporate culture. High-performing business units separate themselves not by raw technical capabilities, but by their team leaders' capacity to operate with high levels of self-awareness, self-management, social awareness, relationship management, and responsible decision-making.To bridge the gap between abstract emotional intelligence and rigid corporate KPIs, Ronald introduces the advanced concept of SELF (Social Emotional Learning Fundamentals), which mandates that executives systematically prioritize self-care, self-confidence, and self-assurance. When corporate leaders fail to manage their internal emotional triggers, they inadvertently project impulsivity onto their direct reports, destroying psychological safety and driving up employee turnover. By embedding regular 360-degree feedback loops, active listening training, and strict emotional regulation boundaries directly into adult workforce development programs, companies can build inclusive, highly resilient environments. Ultimately, designing a culture where personnel thrive emotionally serves as a primary macro competitive advantage.Enhancing Revenue Systems Through AI and Strategic Leadership with Modern Revenue Strategies's Mark OsborneMany growing companies fall victim to the hazardous trap of "hero mode" growth, where top-line revenue numbers are driven purely by the ad-hoc charisma, brute-force hustle, and personal networks of the founding team. Fractional revenue expert Mark Osborne demonstrates that his core framework addresses why this personality-driven revenue is actually a severe structural liability that drastically tanks a company's enterprise valuation during an M&A or investment round. If a business cannot mathematically prove that its customer acquisition engine is entirely predictable, repeatable, transferable, and independent of any single rainmaker, buyers will view that income stream as high-risk phantom equity.To convert volatile cash generation into a verified corporate asset, Mark details a systemized architecture built upon three interlocking workflows: attraction systems (leveraging hyper-targeted client profiles), acceleration systems (streamlining sales pipeline velocity via automated proposals), and activation systems (maximizing client onboarding and referral loops). When integrating artificial intelligence into this revenue strategy, executives must strictly avoid the mistake of chasing popular software tools before defining their core processes; AI must be deployed exclusively as a force multiplier layered onto pre-existing, human-mapped customer journeys. By visually whiteboarding the entire critical client flow, assigning absolute ownership to each conversion metric, and conducting rigorous quarterly quality-of-earnings audits, business leaders successfully build an institutionalized revenue engine that functions flawlessly without founder...

Not every client or firm lives in InDesign. And sometimes, for whatever reason, you're not able to use the Adobe Creative Suite programs, but still have to produce a presentable product. It may not be ideal, but it's going to be okay.In this episode of The Short(er) List, Becky sits down with Grace Takehara to talk about a reality every AEC designer eventually faces: the dreaded Word doc, the pesky PowerPoint deck, or the well-intentioned Canva link. How do we make the most of these tools and create something polished and professional? We have ideas.Becky and Grace dig into how to make the Microsoft and non-Adobe programs work harder than they're given credit for, how to overcome technical limitations, and how to keep your design standards intact even when the software is fighting you the whole way.This one's for every designer who's ever opened a proposal in Word or presentation in PowerPoint and felt their soul leave their body—and who made their peace, made it work, and lived to tell the tale.

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

What does it look like when someone making $10 million a year calls you and says, "Get me out of here"? For Alan Guarino, Vice Chairman of CEO and Board Services at Korn Ferry, it happens more than you'd think — and it's exactly what pushed him to write The Greatness Code: The Formula Behind Unstoppable Success. Alan has spent decades at the intersection of executive search, C-suite coaching, and talent strategy. He's seen it all: brilliant people in toxic environments, leaders who suck the oxygen out of every room, and — on the other end of the spectrum — a rare few whose leadership style is genuinely awe-inspiring. That range of experience is precisely what gives him the standing to write about greatness, and it's what makes this conversation so grounded. Peter and Alan start with a question that doesn't get asked enough: why would someone at Alan's level — running a globally dominant practice, advising Fortune 500 boards — invest serious time in writing a book and building a public voice? The answer is practical and principled at once. Thought leadership isn't a side hustle for people like Alan; it's a core part of how you stay relevant, how you earn trust before you're even in the room, and how you differentiate in a world full of smart people doing similar work. One of the sharpest moments in the conversation comes when Alan offers what he calls his "secret sauce" — the one thing all top 1% professionals have in common. It's not pedigree. It's not a particular skill set. It's the ability to be impressive, authentically. And as Peter quickly unpacks, there's a right way and a wrong way to do that. The blowhard keynote speaker reads as exposure. The quiet practitioner whose work speaks for itself reads as visibility. Alan knows the difference firsthand. The conversation also covers the lifecycle of thought leadership — from white papers and CNBC appearances to publishing with Wiley — and what intellectual curiosity has to do with all of it. Alan's advice to younger professionals considering this path is unusually direct: if the idea of documenting, sharing, and defending a point of view doesn't excite you, find a different career. If you're a practitioner in professional services trying to figure out how ideas scale your business — or a leader trying to stay on track in a difficult environment — this one's for you. Three Key Takeaways: • There's a leadership crisis hiding in plain sight at the top of organizations. Alan regularly hears from executives earning $700K–$30M who are miserable — not because of the work, but because of their leaders. The problem isn't exclusive to middle management; it runs all the way to the C-suite. • The top 1% of professionals share one defining trait: they find a way to be impressive authentically. It's not about self-promotion or personal branding for its own sake — it's about doing the work at such a level that the conclusion becomes obvious. The key word is authentically; people see through anything else immediately. • Thought leadership isn't separate from your day job — it is your day job. Alan frames intellectual curiosity, documentation, and sharing a point of view as professional obligations, not extras. The analogy he uses is sharp: a plumber who never walks the supply store aisles ends up with outdated tools. The same applies to any practitioner who stops engaging with the evolving ideas in their field. Enjoyed this episode? Check out Episode 471 with Raoul Davis. Alan talked about how thought leadership builds credibility and puts you at the front of the line with clients. Raoul Davis goes deeper on the strategic side — specifically how executives and CEOs build intentional brand equity that drives real business results. Same audience, same problem, different lens. Worth the hour.

AI has moved from an experimental playground to an everyday reality, and AEC firms are figuring out how to use it responsibly and effectively. On this episode of The Shortlist, Wendy Simmons, Becky Ellison, and Hana Kaneko explore how AI is impacting AEC marketing from proposal support and content editing to data organization and workflow efficiencies. The Middle of Six team discusses the opportunities and challenges of AI adoption, including security, bias, intellectual property concerns, and environmental impacts. Their ultimate stance: MO6 is Human at Heart. While AI can accelerate tasks and improve efficiency, it cannot replace strategic thinking, authentic relationships, or the creativity that helps firms differentiate themselves and win work.And robots will never be funny. CPSM CEU Credits: 0.5 | Domain: 6

In the era of remote and hybrid work, your home office is either working for you or against you. And if you're reading this from your couch with a laptop balanced on a throw pillow—you might be ready for some improvements to your situation.In this episode of The Short(er) List, Becky sits down with guest Hanna Kaneko to tackle the space where the real work takes place, and where so many ergonomic decisions come into play. They dig into what it  takes to build a home office setup that supports a happy, healthy, and efficient day—and how to keep your mind right when the tether of the desk feels unbreakable.From lighting and layout to tools and temperature, they discuss the small upgrades that can make a big difference. No, you don't need a standing desk that costs more than your car. Yes, you probably do need to stop working from the kitchen table.Settle in and get ready for some tips! Your wrists, your eyes, your brain and your back will all thank you.

In this episode of The Professional Services Pursuit, Brent sits down with Kantata CEO Michael Speranza and Chief Product Strategy Officer Sarah Edwards to explore a growing challenge facing professional services firms: AI sprawl.Michael and Sarah discuss why professional services require a different approach to AI — one built around business context, connected operations, and institutional knowledge. They share their perspective on how firms can move beyond isolated automation to intelligence-driven operations, and how those ideas shaped the development of Kantata's newly launched Expertise Agent capabilities.Key topics covered:Why the explosion of AI tools and role-specific agents is creating more complexity, silos, and noise for professional services firmsThe critical role of business context in AI, and why better decisions require a connected view across sales, resourcing, delivery, and financialsThe launch of Kantata's Expertise Agent and why the company chose to build a context-aware AI superagent instead of workflow-specific agentsHow leading firms can capture institutional knowledge, learn from every project, and turn expertise into a scalable competitive advantageWhat will separate the highest-performing professional services organizations in the emerging "Expertise Era"To learn more about Kantata's new AI capabilities, click here. Hosted on Acast. See acast.com/privacy for more information.

We've got 3 upcoming events over the next two weeks – including a live webinar, a breakfast in Toronto, and a conference in NYC. Which one can you attend?Online Webinar – Tuesday 23rd June, 12pm UK Find out how a global, multi-entity consultancy went from spreadsheets, silos and missing timesheets to a 33% uplift in project profitability and 20% uplift in staff utilisation – all within 7 months. Free to attend, register here: https://bit.ly/DGA-webinarThe Handbook: Breakfast Sessions – Toronto, Thursday 25th June Harv is joining Galen Low from The Digital Project Manager to discuss the delicate balance between project pressures and profitability. For ops, finance and delivery folks. Free to attend, register here: https://bit.ly/BreakfastToronto Agency Hackers Operations Conference – NYC, Tuesday 30th June We're gathering in NYC to try to answer the question: what does a more efficient, more profitable, AI-enabled agency actually look like operationally? And more importantly – how are other agencies already starting to make that shift? An excellent line-up including the brilliant Karl Sakas.  More info: https://www.agencyhackers.com/events/nyc/DM Harv for free tickets: https://www.linkedin.com/in/harvnagraHope to see you at one of the above! 

Most businesses will go through some kind of change management challenge – a new tool, a restructure, a rebrand. But what does it look like when you're doing that across eight acquired businesses, each with their own people, systems, culture, and way of doing things?Jonathan Healey is Group Technology Director at IDHL, a 500-person UK digital agency group that has grown through eight acquisitions. He's been at the center of every integration – aligning systems, consolidating brands, and figuring out what actually has to happen, and in what order, before any of it can work.This is a conversation about what M&A integration really looks like on the ground – and why, at its core, it's a change management problem more than a technology one.Here's what we get into:• Why the back office has to move first – and what happens when it doesn't• The "us vs them" dynamic that can derail an integration before it starts• How to decide what to standardize and what to leave alone• Why process is poison – and what good process actually looks like• Build vs buy: when in-house systems become a liability• AI adoption as a change management challenge – and the federated model IDHL is using to scale itWhether you're navigating an acquisition, thinking about one, or just trying to get a new way of working to stick across your team – this one's got something for you.Additional Resources:

Recorded live at our Customer Council in Berlin, this episode features Katharina Stopf from SAP with Delaware, one of the earliest adopters and co‑innovation partners for SAP Cloud ERP in Professional Services. They revisit how Delaware became the very first public cloud customer, helped shape today's fit‑to‑standard best practices, and scaled from early pilots in APAC to a global footprint. You'll also hear practical operating lessons—why key users need dedicated time to adopt new features, how automated end‑to‑end testing de‑risks releases, and what to prioritize next. This is a new episode in our Customer Council Berlin Series. Follow and subscribe on Spotify or Apple Podcasts so you never miss an update. On Spotify, join the conversation using the episode's Q&A and Poll; on Apple Podcasts, a quick rating or review helps others discover the show. Have a question, topic suggestion, or want to connect with the team? Write to us at insides4@sap.com — we read every message.

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.

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....

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!

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.

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

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!

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.