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Two podcasts. Three voices. One global industry.
The following article of the Mobility industry is: 'AI in Mexico Logistics: Shifting from Visibility to Action' by Alejandro Reyes, Regional Vice President, Enterprise Sales, Motive.
A 2026 Wolters Kluwer report reveals that a striking 83% of APAC CFOs see AI adoption as a key force reshaping finance, while 72% believe its impact will be significant within three years. As understanding of what AI do for finance teams, we are starting to see the adoption narrative move from a discretionary "innovation project" to a necessary part of the governance and controls framework—a language CFOs and compliance officers understand intimately. To be clear, anxieties about moving fast (in the adoption journey) remain persistent as is maintaining trust, a theme echoed in the Deloitte survey which found CFOs reinforcing fundamentals and cost discipline even as they invest in AI.In this PodChats for FutureCFO, Nikhil Parambath, Regional Vice President for Asia at BlackLine, offers some insight into how CFOs and the finance leadership can finetune their adoption strategies as AI moves from a nice to have to a compliance imperative.Nikhil, welcome back to PodChats for FutureCFO.1. Across Asia, CFOs are being asked to close faster and support real-time decisions, yet many close processes remain stitched together with spreadsheets and manual workarounds. Where are finance teams in the region still most vulnerable to this "spreadsheet dependence," and what specific risks does this create for a CFO's ability to 'trust the numbers' in a volatile environment? 2. BlackLine uses the term "self-driving close." In business terms, what does this operating model look like in practice, and what are the biggest misconceptions finance leaders in Southeast and Northeast Asia have about it? 3. As agentic AI evolves from copilots to autonomous actors, which specific close activities—such as reconciliations, journal entries, intercompany matching, and variance analysis—are the safest and most impactful to automate first, giving finance teams the fastest return on confidence and efficiency? 4. Agentic AI is only as good as the data it operates on. Before a CFO can confidently let parts of the close run on "autopilot," what critical data, process, and control foundations need to be in place to ensure governance, security, and an auditable chain of trust? Foundational readiness5. Controllable autonomy As the system starts handling the "heavy lifting" of routine tasks, the finance professional's role is shifting from processor to validator and strategist. How do you see the role and skillset of finance teams evolving over the next 2-3 years, and how should CFOs prepare their people for this transition to an advisory role? 6. In a region marked by rapid digitalization yet persistent skills gaps, what are the key implementation challenges for CFOs in places like Singapore, Hong Kong, and Japan who are trying to scale AI-led finance? 7. As AI agents become more autonomous, questions of accountability arise. How can CFOs adapt their internal controls and compliance frameworks to effectively "govern" AI, ensuring the autonomous close meets regulatory standards? 8. Finally, how does achieving a "self-driving close" free the CFO's office to focus on what matters most—such as strategic analysis, partnering with the business, and steering the organization through volatility?
Most nursing home administrators don't realize they're sitting on one of the most underutilized revenue streams in all of Medicare — and until someone shows up and tells them what it's worth, they never will. In this episode, Scott Middleton — founder and Chief Disruption Officer of Your Health — calls in from the road as he travels across rural Georgia on a multi-day facility tour, fresh off completing a major merger with TCPA. What follows is an unfiltered, on-the-ground breakdown of two transformational opportunities Scott is actively building: chronic care management (CCM) reimbursement and ACO cost savings — and the very specific reasons most of the industry is getting both wrong. In this episode, you'll hear: Why Medicare already pays $65/hour for care management performed by nurses, community health workers, and social workers — and how Your Health is now contracting with nursing home facilities to perform it, paying them up to $100 per patient per month The "Fuse" platform — a communication and documentation tool that routes care management notes directly into billing-ready buckets, syncing with point-of-care software so the minutes get captured and billed automatically How ACO risk scores work, why Your Health's scores have grown 30% under their current plan, and what failing to see hospice patients could cost the organization — up to $22 million in a single year The $4,800 per patient per year problem: how one physician in their network was quietly rated one of the worst under the ACO model simply because his patients were going home without any follow-up Scott's announcement that SSAs and TCPs are being restructured to report directly to peer group administrators — and why the confusion about their roles has cost the company If you lead a nursing home, an assisted living facility, a physician group, or any organization inside the long-term care ecosystem, this episode will change how you look at what you're already doing — and what you're leaving behind. www.YourHealth.Org
The following article of the AI Cloud & Data industry is: 'AI Without Governance Is Just One More Integration Problem' by Eric Rossati, Regional Vice President, Salesforce.
What must happen before a business can trust AI agents to detect and resolve operational problems without waiting for human intervention? In this episode of Tech Talks Daily, I speak with Josh Clay, Regional Vice President of Solution Engineering for Dynatrace in the UK, about autonomous operations, AI observability, fragmented telemetry, business outcomes, and the growing pressure to control token and data costs. Josh has spent much of his 11 years at Dynatrace discussing the road toward autonomous operations. The earliest version involved reducing the time organizations spent inside IT war rooms. He remembers calls with 30 or 40 people attempting to establish which team was responsible for an incident. He jokingly calls this the "mean time to innocence." Modern observability reduced many of those investigations from several hours to between 30 and 60 minutes. Agentic AI creates the possibility of going further by identifying a problem, understanding its cause, and resolving it before the customer experience is affected. That ambition also introduces risk. Josh cites Dynatrace research showing that 52% of respondents view security, privacy, and compliance concerns as barriers to AI adoption. He believes many organizations still lack full observability across their existing technology environments, making autonomous agents harder to supervise. Josh shares a warning from Alex Hibbert of Storia Group: AI can amplify existing technology problems. If telemetry is fragmented, data quality is poor, or teams cannot see how services depend on one another, adding autonomous agents may increase the speed and scale of the resulting failure. Trust therefore depends on visibility. Josh describes observability as a control plane for agentic AI because it can show what an agent is doing, why it made a decision, and what happened afterward. Defined guardrails and real time information can give leaders confidence without asking them to surrender control blindly. The adoption figures show how early this work remains. Josh says 50% of businesses have AI operating in limited production use cases, often performing one isolated task. Only 23% describe their deployments as connected across the wider organization. We discuss how observability has progressed beyond technical monitoring. An airport can measure whether technology changes improve e-gate availability and passenger processing times. A bank can examine whether application performance affects mortgage completion rates. These connections allow leaders to measure AI through business results rather than relying entirely on response times and infrastructure metrics. Reliable agents also need suitable data. Dynatrace says AI agents operating with deterministic data can work 12 times more accurately and three times faster while using two and a half times fewer tokens. These remain company findings, but they demonstrate why context and causality can affect cost as well as reliability. Fragmented telemetry creates another barrier. Logs may sit in one platform, front end monitoring in another, and metrics or traces somewhere else. Attempting to reconstruct every relationship for an AI agent can become expensive and difficult. Josh recommends bringing observability data into a connected environment where relationships between services, cloud resources, traces, metrics, and logs are already understood. He also warns against collecting information simply because it exists. Data hoarding increases ingestion costs and can introduce personal information into systems without a clear business need. The conversation then moves toward AI FinOps. Leaders want to know what agents cost, how many tokens they consume, and whether those costs produce a measurable return. Josh describes a Dynatrace proof of concept that identified potential annual savings just below £250,000 within one small environment. That example reinforces a recurring concern. Organizations are racing to place AI into production, then moving to the next project without reviewing whether the previous environment is appropriately sized or financially efficient. Josh hopes companies will develop a more pragmatic view of AI as another enterprise tool. That means establishing agreed methods for deployment, monitoring, cost management, incident response, and measuring business results. Could observability provide the confidence businesses need to move from isolated AI experiments toward autonomous operations? Listen to the episode and share your thoughts with me.
PRGN Presents: News & Views from the Public Relations Global Network
Natalie Ghidotti, owner of a Little Rock-based PR agency, discusses the unique challenges that smaller markets present to PR practitioners and the power of combining a global network with deep local expertise.The middle of the country often gets forgotten in business. Natalie explains how her team at Ghidotti helps family-owned, B2B companies in the Heartland reach a national audience while staying true to their regional roots and Midwestern or Southern identities.She also highlights the importance of playing the "long game" in agency business development. By investing non-billable hours into building Lithium Link, a niche newsletter about Arkansas's emerging lithium industry, her firm has successfully positioned itself at the forefront of the state's economic future—demonstrating that treating your own agency like a client can yield massive networking dividends down the road.Natalie also talks about taking a successful Arkansas pharmacy benefit manager (PBM) reform campaign and scaling those strategies to other states, successfully beating a $7 million corporate advertising campaign with the power of earned media.Ultimately, Natalie stresses that whether you are scaling a local legislative win across the country or helping an outside brand break into a new region, success hinges on genuine community relationships, boots-on-the-ground knowledge, and utilizing networks like the Public Relations Global Network (PRGN) for national and international reach.Key Takeaways Understanding local markets and regional nuances is vital for developing effective public relations strategies and campaigns.Building deep local relationships is essential for PR agencies to offer global brands authentic regional relevance and elevate client engagement.Investing in content creation for emerging industries poised for future growth, such as lithium in Arkansas, can position agencies as thought leaders and open future business opportunities.Networks like PRGN play a crucial role in providing localized service with global reach, enhancing an agency's value proposition.About the Guest Natalie Ghidotti, APR, Fellow PRSA, is founder and CEO of Ghidotti, a public relations and content marketing agency she founded in 2007 that serves clients throughout the Heartland. She serves as Regional Vice President for North America for the Public Relations Global Network, where the agency represents the Southern region in this global network of 50 PR agencies. She is Immediate Past Chair for the Executive Committee for the Public Relations Society of America's national Counselors Academy and was recently named a Class of 2025 inductee into PRSA's College of Fellows, the highest national distinction in the public relations profession.Beyond her agency work, Natalie is an active member of the Little Rock community, serving on the board of directors for the Arkansas Symphony Orchestra and the Arkansas Museum of Fine Arts and as Vice President for the Downtown Little Rock Partnership Executive Committee. She is a past president of The Rotary Club of Little Rock and the Arkansas Women's Leadership Forum and is a graduate of both Leadership Little Rock and Leadership Arkansas.About the Hosts Abbie Fink is president of HMA Public Relations in Phoenix, Arizona and a founding member of PRGN. Her marketing communications background includes skills in media relations, digital communications, social media strategies, special event management, crisis communications, community relations, issues management, and marketing promotions for both the private and public sectors, including such industries as healthcare, financial services, professional services, government affairs and tribal affairs, as well as not-for-profit organizations.Dr. Adrian McIntyre is a cultural anthropologist, media personality, speaker, and strategic communications consultant for PR agencies and marketing firms. He's lived in over 30 countries and spent more than a decade in the Middle East and Africa as a researcher, journalist, communications adviser, media spokesperson, and storytelling consultant. He earned a PhD from the University of California, Berkeley, where he was a Fulbright scholar and National Science Foundation fellow. Adrian helps agency leaders strengthen their positioning, sharpen their messaging, boost their visibility, and win new clients by replacing impersonal, intrusive and ineffective marketing tactics with authentic human conversations.PRGN Presents is brought to you by Public Relations Global Network, the world's local public relations agency. Our executive producer is Adrian McIntyre. The show is produced by the team at Speed of Story, a B2B communications firm in Phoenix, AZ.Follow the Podcast If you enjoyed this episode, please follow PRGN Presents in Spotify, Apple Podcasts, or any other podcast app. We publish new episodes every other Thursday. To have them delivered automatically and free of charge, just choose your preferred podcast player from this list, open the app, and click the button to “Follow” the show: https://prgnpodcast.com/listenNeed to hire a PR firm? Leading a business effectively in today's fast-paced world requires expert guidance and a strong communications strategy. No matter where you do business, PRGN has a member agency in your region with the deep industry expertise, international experience, and local market knowledge you need to connect with your target audience and achieve your goals. Find a PR firm near you »
In this episode of The Broker Link, host Mike Papuc, National Health Sales Director at The Brokerage Inc., welcomes Darcy Soltys, Regional Vice President, and Jason Yoo, Vice President of Individual Sales at Manhattan Life, for a conversation about the evolving health insurance landscape and why ancillary products are becoming more important than ever. As ACA and Medicare continue to evolve, the guests explain why agents should look beyond major medical plans and consider offering supplemental solutions that help fill coverage gaps. They highlight Manhattan Life's Affordable Choice plan, which provides valuable first-dollar benefits with no deductible and no copay, giving clients additional financial protection while creating new opportunities for agents. Throughout the episode, Mike, Darcy, and Jason emphasize the importance of product diversification. By bundling ancillary products with ACA or Medicare plans, agents can provide more comprehensive solutions that better meet their clients' needs while strengthening retention and growing their business. The conversation also explores how Manhattan Life's streamlined e-app simplifies the enrollment process, making it easier for agents to quote, enroll, and serve clients efficiently. Whether you're looking to expand your product portfolio, increase client value, or stay ahead in today's evolving healthcare market, this episode offers practical strategies to build stronger client relationships through ancillary coverage. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show! New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/ Facebook: https://www.facebook.com/thebrokerageinc/ Instagram: https://www.instagram.com/thebrokerageinc/ YouTube: https://www.youtube.com/@TheBrokerageIncTexas Website: https://thebrokerageinc.com/
Yonatan (Yoni) Schmidt is the Regional Vice President of Sales and Marketing at Keyrenter Property Management, which has offices in Tulsa, Oklahoma City, and Arkansas. After working as a financial analyst at a private equity firm, he founded Tulsa Property Lad to offer clients a better way to buy, sell, manage, and invest in real estate. Yoni provides comprehensive Oklahoma real estate services and listings, supported by first-class customer service. In this episode… Technology, rising costs, and changing regulations are reshaping property management. What practices will help operators stay competitive over the next decade? Yonatan (Yoni) Schmidt, a property management leader and real estate investor, believes the strongest operators will combine technology with disciplined, people-focused service. His approach emphasizes rigorous tenant screening, human oversight of AI-driven processes, preventive maintenance, and careful compliance management. Yoni also recommends prioritizing tenant retention over small rent increases and maintaining conservative reserves for rising repair costs. Together, these strategies help protect owners, improve resident experiences, and create more resilient property management businesses. In this episode of The Same Day Podcast, Chad Franzen of Rise25 chats with Yonatan (Yoni) Schmidt, Regional VP of Sales and Marketing at Keyrenter Property Management, about the trends shaping property management's next decade. Yoni explores AI adoption, stronger compliance practices, and preventive maintenance. He also touches on tenant screening, retention, and conservative budgeting.
Host Jeremy C. Park talks with Betsy Wright, Partner, and Brandon Holley, Regional Vice President of Sales with IT Solutions, who both highlight how the company has become one of the fastest-growing IT firms with 14 locations across the country and Canada, specializing in small to medium-sized businesses with 50-300 employees. The company focuses on managed IT services, cloud solutions, and strategic technology guidance, particularly in areas like AI, LLMs, and cybersecurity. Their key verticals include legal, healthcare, manufacturing, and financial sectors, with special expertise in compliance areas like HIPAA, CMMC, and governmental contracts. During the interview, Betsy discusses her transition from running a small IT company in Nashville, Tennessee, to merging and joining IT Solutions, which has more than 500 employees compared to her previous 25-person team. She highlights the company's culture of clear objectives, metrics, and accountability, noting how she has learned from her sales leader Brandon. Betsy emphasizes the benefits of having specialized experts across different areas like cybersecurity and AI implementation, which was a key reason for selling her company to provide enhanced client services that would have been impossible to achieve otherwise. Brandon emphasizes the importance of understanding client needs before implementing AI solutions, highlighting the need for secure and effective AI implementation while addressing data protection concerns. He identifies key trends including cloud adoption, cybersecurity, and maximizing ROI, while Betsy notes that new regulations like HIPAA changes and CMMC are driving compliance-related conversations with clients. The discussion focuses on the challenges of helping clients navigate these complex technological and regulatory landscapes effectively. Betsy and Brandon discuss the unique culture and support system at IT Solutions, emphasizing how the diverse team, spanning different experiences and locations, collaborates effectively to solve challenges and drive growth. They highlight the remote work capabilities and the team's ability to support each other and clients alike, particularly in the growing Middle Tennessee market. To learn more and connect with IT Solutions, start by exploring their website at www.itsolutions-inc.com or engaging on LinkedIn. Visit https://www.itsolutions-inc.com or www.PickITS.com to learn more and connect with IT Solutions.
The following article of the AI Cloud & Data industry is: “AI Agents: The New Frontier for Banking, Insurance, and Business” by Hector Cobo, Regional Vice President Mexico, Caribbean, and Central America, SAS.
Graduation is in sight, boards are on the horizon, and one of the biggest decisions of your career is quickly approaching: choosing your first CRNA job. With demand at an all-time high and opportunities across the country, it's easy to focus on salary alone, but the best career decisions involve much more than compensation. In this episode of Grade 1 View, hosts Kelsey and Levi welcome Mackenzie Munoz, Director of Partner Success at MedGeo and Tonya Hamlin, Regional Vice President of Recruiting at Jackson Physician Search to discuss how SRNAs/RRNAs can confidently navigate the job search process. Both of these companies partner with the AANA to run the MOTION platform so they'll be able to provide invaluable insight into the many factors SRNAs will evaluate when picking that first CRNA job. Join us for the chance to discover how to effectively navigate your job search and make informed decisions that align with your career aspirations. Here's some of what we discuss in this episode:
You don't usually walk into an art museum wondering what you'll eat but once you've spent a full day at Crystal Bridges, food becomes part of the adventure. We're joined by Lauren Eck, Regional Vice President of Sales for Wolfgang Puck Catering, to talk about the new partnership at Crystal Bridges Museum of American Art and what it means for museum dining in Bentonville, Arkansas as the campus grows and visitor expectations keep rising.We get into the ethos behind Wolfgang Puck Catering and why it lines up so naturally with Crystal Bridges and The Momentary: accessibility without lowering the standard. Lauren shares how “elevated” doesn't have to mean expensive, how thoughtful hospitality starts long before someone sits down to eat, and why great people matter even more than great recipes. We also talk about designing food and beverage that complements exhibits, supports all-day exploration, and welcomes everyone including guests with dietary restrictions.If you care about farm-to-table dining, local Arkansas ingredients, and the future of hospitality in Northwest Arkansas, you'll love the behind-the-scenes details, including how the team sourced farmers market strawberries for the Crystal Bridges gala. Lauren also teases what's ahead as experience-driven dining grows, from roaming small plates to big plans leading into 2027.Subscribe for more stories about Bentonville, share this with a friend planning a visit, and leave a review so more listeners can find the show.A New American Town is here to help you plan your trip to Bentonville, Arkansas. From guides, events, and restaurant highlights. Find all this and more at visitbentonville.com and subscribe to our newsletter. Follow us on Facebook, Instagram, TikTok, X, and LinkedIn. You can listen to this podcast on Apple Podcasts, Overcast, Spotify, CastBox, Podcast Casts, Google Podcasts, iHeartRadio, and Podcast Addict.
Sales Game Changers | Tip-Filled Conversations with Sales Leaders About Their Successful Careers
This is episode 855. Read the complete transcription on the Sales Game Changers Podcast website. Watch the video of this podcast on YouTube here. The Sales Game Changers Podcast was recognized by YesWare as the top sales podcast. Read the announcement here. FeedSpot named the Sales Game Changers Podcast at a top 20 Sales Podcast and top 8 Sales Leadership Podcast! Subscribe to the Sales Game Changers Podcast now on Apple Podcasts! Purchase Fred Diamond's best-sellers Love, Hope, Lyme: What Family Members, Partners, and Friends Who Love a Chronic Lyme Survivor Need to Know and Insights for Sales Game Changers now! Today's show featured an interview with Matthew Radomski, Regional Vice President of Federal Civilian at Harness. Find Matt on LinkedIn. MATT'S TIP: "The customer is the North Star. Their success should be your success. Everything else figures itself out. Don't focus on selling. Focus on their value and what matters to them, and then help them along the way."
"You get back up and build better — it is going to be 10x more than you can believe." — Darcey Elizabeth Four years ago, Darcey sat in what she now calls one of the darkest seasons of her life — a newly single mom who had just moved four hours from home, left corporate, and was trying to build something from scratch. She had no guarantee any of it would work. She just kept going.In this episode of Her Story Unscripted, Darcey is back to share the honest, unscripted version of what those four years actually held. She talks about the grief of losing her mom, the ego hit of going back to corporate in 2024, building a team of 33 women, and the night she missed a major business goal by $2,000 and had to decide who she wanted to be on the other side of it. It's a real conversation about personal growth, resilience, and what it looks like when belief finally catches up with your effort.If you're a woman in the middle of something hard — or on the other side of it trying to make sense of how you got there — this one is for you. New episodes every Thursday on all major podcast platforms.Connect with Heather: WebsiteFacebookInstagramLinkedInYoutubeHighlights0:00 Introduction — Heather welcomes Darcey back, four years later1:57 Where Darcey was when they first met — single mom, new city, uncertain chapter4:35 The decision to go back to corporate and why it felt like failure7:29 Jumping into Arbonne, pairing it with personal training, and growing fast20:28 Missing the rank by $2,000 — the setback, the tears, and the comeback24:14 Walking across the stage and watching her team do the same27:22 Both shows rebranding — the conversation about what's nextAbout Darcey Elizabeth Darcey Elizabeth Burke is a Regional Vice President with Arbonne, certified personal trainer, nutrition coach, corporate finance professional, boy mom, and host of The Undeniable Expansion Podcast. She built her business to the Top 2% of Arbonne within just 13 months by focusing on authentic relationships, community, and helping women create real results in their health and lives. Through wellness, leadership, and entrepreneurship, Darcey is passionate about empowering women to expand beyond their current circumstances, build confidence, and create a life they truly love.WebsiteYouTubeFacebookInstagramPodcastSupport the show
Summary Law firms and legal departments sit on mountains of electronically stored information, and most have no real system for dealing with it. Warren Parrino, Regional Vice President of Solution Sales at TrustPoint.One, has a clear starting point: email threading, date filters, and search terms. From there, an early case assessment environment can cut review costs before a single document hits a reviewer's queue. Warren and Jared also cover modern attachments, audio and video redaction, and when AI actually earns its place in the workflow. The bottom line: AI only pays off after you have already done the basics. Crawl, walk, then run. About the Guest Warren Parrino is Regional Vice President of Solution Sales at TrustPoint.One, an e-discovery and legal services company. A former practicing attorney in Birmingham, Alabama, he most recently co-led the company's project management team before moving into his current role, giving him a view from both the operational and client-facing sides of a project. He still holds his bar license, attributing that decision entirely to how hard the exam was. Key Takeaways Start with email threading, date filters, and search terms before anything else. These three basics narrow your data set before you spend a dollar on document review. Early case assessment (ECA) databases are the single most effective way to cut e-discovery costs, yet most firms skip them because they have never heard of the approach, not because of cost. Modern attachments (hyperlinked files stored in OneDrive or SharePoint rather than attached directly to email) are the biggest current landmine in discovery, though workable solutions are emerging. Audio and video redaction that once cost thousands of dollars and required a production team can now be done at a desk in minutes using off-the-shelf tools. AI in e-discovery only delivers real savings after you have already cut your data set down. Throwing AI at a terabyte of raw data inflates your bill, it does not shrink it. Links and Resources TrustPoint.One: trustpoint.one Red Cave Law Firm Consulting: redcavelegal.com Keywords e-discovery, ESI, electronically stored information, early case assessment, ECA, email threading, modern attachments, hyperlinked files, data management, RelativityOne, shadow AI, legal technology, law firm data, e-discovery costs, solo practitioner, small law firm, audio video redaction, document review, TrustPoint.One, e-discovery consultant Episode Highlights [00:03:49 - 00:04:46] Warren lays out the three starting points for any firm overwhelmed by data: email threading, date filters, and search terms, in that order, before anything else. [00:05:56 - 00:08:13] Warren explains early case assessment, how it works in RelativityOne, and why communications analysis often surfaces the witness you never knew you needed. [00:08:13 - 00:09:02] The reason most firms skip ECA is not cost. It is lack of knowledge, because if cost were the issue, everyone would already be doing it. [00:09:08 - 00:10:44] Email threading today means reviewing one file instead of 15. It is not the labor-intensive process it once was, and the savings in time and cost are significant. [00:11:19 - 00:12:54] Modern attachments (hyperlinked files in SharePoint or OneDrive) create versioning, custodian, and association problems that traditional e-discovery workflows were not built to handle. [00:14:59 - 00:17:28] Audio and video redaction that once required a production team and thousands of dollars can now be done with off-the-shelf software at a desk. Warren shares a real transit authority case. [00:20:33 - 00:22:14] There is no minimum data threshold for engaging an e-discovery consultant. The only question is whether the hassle of managing the data yourself outweighs your willingness to deal with it. [00:24:33 - 00:28:06] AI in e-discovery is real and capable, but it only delivers savings after you have already cut the data set down. Warren describes what Relativity's AIR tools can do once the groundwork is done.
About Our Hosts Diana White has over 30 years in sales and retail experience, leading stores with revenues of over 10 million and a staff of 200. Consumer psychology, marketing, operations, and leadership are just a few of her skillsets. Seeing a need for startup and operations assistance within the local business community, Diana established D.E.W. Business Solutions, LLC, to provide consulting to small businesses. She obtained a Bachelor of Science in Small Business Administration from Northern Arizona University, holds a green belt in Lean Six Sigma, and is a certified Agile Scrum Master. She is committed to helping businesses and non-profits as well as the community at large. Siebe Van Der Zee is President of Vanderzee & Associates, Executive Search & Coaching. He has served as an international management consultant for over 25 years. For 28 years, Siebe has served as Honorary Consul of the Kingdom of the Netherlands in Arizona. He holds a Master's Degree in International Management from Thunderbird School of Global Management and he is a current member of the International Leadership Council at GPEC (Greater Phoenix Economic Council). Robert Hossary has been involved in the not for profit/charity sector for the past 12 years. Robert also has an excellent knowledge in international business. Since 2011 - 2018, Robert was the General Manager for the American Chamber of Commerce in Australia (AmCham) and helped advise many Australian and US companies about their international expansion requirements. Prior to that, Robert was Regional Vice President for the Americas for a technology manufacturer. He has also worked in Taiwan with responsibility for Asia Pacific and the Middle East. With a background in Technology, Transport, Fashion and Healthcare, Robert has a wealth of experience to share. Episode notes: 00:00 Special - International Lessons 00:21 Introduction 02:33 Guests' International Backgrounds 08:04 Biggest Challenges Working Abroad 16:14 What Is Culture? 17:45 Accepting an International Position 21:29 Family Considerations 26:56 Being a Citizen of the World 30:04 Empathy Through Cross-Cultural Experience 36:22 How to Acclimate to a Dominant Culture 42:48 Final Advice & Takeaways
At Infosecurity Europe 2026, Matt Middleton-Leal, Regional Vice President for Qualys across Northern Europe, joins Sean Martin inside the Risk Operations Center built into the Qualys booth. The premise is blunt: cybersecurity has spent years getting good at measuring risk and almost no time getting good at fixing it. The Risk Operations Center, or ROC, is the Qualys answer to that imbalance. So what is a ROC? It is not a product. Middleton-Leal describes it as an operating model that pulls scattered risk signals together, ranks them by business context and financial impact, and drives them toward remediation. If a SOC looks in the rearview mirror at what already happened, the ROC looks through the windshield at the risk ahead. Why now? Because risk moves at machine speed. In an AI-driven world of frontier models and autonomous agents, Middleton-Leal argues that remediation tied to service desk tickets is already too slow. He shares what happens when a client prepares to deploy tens of thousands of new agents before anyone knows what those agents touch or where their data goes. The example that lands hardest is a number: 62 million risk findings across one client's combined tooling. Middleton-Leal walks through how threat intelligence, business context, and safe exploitability testing collapse that figure to under one percent of fixes that genuinely reduce loss. It is a concrete look at how to prioritize remediation instead of drowning in dashboards. There is a quieter shift underneath it all: financial risk quantification, long reserved for the largest banks, reaching companies that never had the analysts to build it. Working with Richard Seiersen, Chief Risk Technology Officer at Qualys, the company is building ways to answer questions like what a ransomware event would likely cost a business in your sector and region. Middleton-Leal closes with the one place every organization should start, whether they use Qualys or not. This is a Brand Spotlight. A Brand Spotlight is a ~15 minute conversation designed to explore the guest, their company, and what makes their approach unique. Learn more: https://www.studioc60.com/creation#spotlight GUESTMatt Middleton-Leal, Regional Vice President, Northern Europe, Qualys LinkedIn: https://www.linkedin.com/in/matt-middleton-leal-a56557/ RESOURCES Qualys: https://www.qualys.com ITSPmagazine Infosecurity Europe 2026 coverage: https://www.itspmagazine.com/infosecurity-europe-2026-infosec-london-cybersecurity-event-coverage Richard Seiersen, Chief Risk Technology Officer at Qualys, co-author of "How to Measure Anything in Cybersecurity Risk" Connect with Matt Middleton-Leal on LinkedIn: https://www.linkedin.com/in/matt-middleton-leal-a56557/ Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight ▶︎ Get your own Brand Briefing at an upcoming event: https://www.studioc60.com/buy-brand-briefings KEYWORDS Matt Middleton-Leal, Qualys, Sean Martin, brand story, brand marketing, marketing podcast, brand spotlight, Risk Operations Center, ROC, risk remediation, cyber risk quantification, exposure management, vulnerability management, Richard Seiersen, AI security risk, Infosecurity Europe 2026, machine speed remediation, security operations Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Thanks to Our Tique Talks Sponsors:Travel Collection - Connect and learn more about TC's DMCsFlytographer - Earn commission on professional vacation photographyCozy Earth - Use code COZYTIQUE at checkoutKatie Ferrari, Regional VP of Global Sales at Hyatt Hotels Corporation, breaks down how preferred partnerships work behind the scenes and why they're about far more than just extra perks. You'll learn how programs like Hyatt Privé help advisors create more personalized client experiences, strengthen direct hotel relationships, and advocate for travelers more effectively from booking to check-out. Katie also explains when it makes sense to book through a preferred partner versus a wholesaler or DMC, how loyalty programs and advisor benefits work, and why the best advisors know how to use relationships, not just rates, to elevate a trip.About Katie Ferrari:Katie Ferrari is the Regional Vice President of Global Sales at Hyatt Hotels Corporation, where she leads sales teams across the Americas and oversees key relationships within Hyatt's luxury, lifestyle, and leisure segments. A passionate hospitality leader, she is dedicated to building meaningful connections, mentoring others, and advancing colleague resource groups across the organization. Before joining Hyatt's global sales team, Katie held leadership roles at Park Hyatt Washington and Starwood Hotels & Resorts. She lives in Atlanta with her husband, two daughters, and a rotating crew of foster kittens, and enjoys tennis, live entertainment, and travel.linkedin.com/in/katieferrariLearn more about Hyatt's Travel Professional Loyalty program and advisor benefits here: hyatt.com/events/en-US/groups/travel-professional-loyaltyNeed help connecting your IATA number to your World of Hyatt account? Watch Hyatt's quick setup tutorial: World-of-Hyatt-Advisor-Planner-Profile-Setup-60s-1080p-EN.mp4Today we will cover:(03:00) What a preferred partnership means(08:40) Hyatt Privé vs. consortia bookings: what's the difference?(10:15) How advisors market preferred partnerships to clients(19:30) Advisor loyalty perks, qualifying tier nights, and client points(27:30) Who advisors should contact at hotels and why relationships matter(32:00) The future of advisor relationshipsFOLLOW ALONG ON INSTAGRAM @TiqueHQ
There’s no question that transportation impacts nearly every part of our lives – from getting to work and school, to accessing health care and building community. This hour, we’re digging into Connecticut’s plan for statewide transportation improvementsefforts. We’ll listen back to “Connecticut on the Move,” a panel conversation recorded at the Parkville Market in Hartford. We’ll unpack what investments are being made today and how those investments will impact tomorrow. Guests: Matt Hart, Executive Director, Capitol Region Council of Governments Yvette Highsmith, Regional Vice President, Community Health Center, Inc. Chris Davis, Vice President, Public Policy, Connecticut Business & Industry Association Carlos Mouta, Owner and CEO, Parkville Market Where We Live is available on Apple Podcasts, Spotify, Google Podcasts, Amazon Music, TuneIn, Listen Notes, or wherever you get your podcasts. Subscribe and never miss an episode. Support the show: http://wnpr.org/donateSee omnystudio.com/listener for privacy information.
https://www.zurichna.com/This episode of Future of Risk is the first in Zurich U.S. data center podcast miniseries, where we look at the risk management challenges posed by the rapid expansion of data centers fueled by AI, cloud computing and digital transformation. For the kickoff episode, Wagner speaks with Tobias Cushing, U.S. Head of Construction, and Stephen Penwright, Head of Underwriting for U.S. National Accounts, about how hyperscale data centers are blurring the lines between construction and operations and how these billion‑dollar projects are integrating onsite power generation and testing the limits of insurance capacity. Cushing and Penwright highlight how data centers can remain a strong, insurable risk by building in resiliency, redundancy and safety from design through operations. This episode provides essential insights for risk managers, construction leaders, insurers and business decision‑makers navigating the expanding data center economy.Our host for this miniseries is Matt Wagner, a Regional Vice President with Zurich's Construction business.Record date: 4/10/26Air date: 5/20/26
There's a growing tension inside healthcare right now—between the people leaving the workforce and the patients still arriving every day. It's a dynamic that leaders can no longer afford to ignore. The numbers make that clear: the Association of American Medical Colleges estimates that the U.S. could be short of as many as 86,000 physicians by 2036, fueled by an aging population and a wave of retirements.So, how do healthcare organizations compete for talent at a time when the workforce is shrinking, expectations are shifting, and technology is rapidly changing how care is delivered?On this episode of I Don't Care, host Dr. Kevin Stevenson sits down with River Meisinger, Regional Vice President of MSP & Strategic Accounts at AMN Healthcare, to unpack the evolving landscape of healthcare recruitment. Together, they explore how systems can build sustainable pipelines for executives, physicians, and the next generation of leaders.Top insights from the talk…Workforce shortages are structural, not temporary, driven by burnout, aging clinicians, and insufficient talent pipelines.AI and data are reshaping workforce planning, but success depends on pairing technology with a human-centered strategy.Gen Z is redefining career expectations, forcing healthcare leaders to rethink mentorship, growth pathways, and workplace culture.River Meisinger is a senior healthcare executive at AMN Healthcare, specializing in enterprise workforce solutions, strategic partnerships, and talent optimization across physician, leadership, and clinical staffing. With more than eight years of experience, he has led large-scale efforts in executive search, interim leadership, and workforce planning to strengthen operations and support patient-centered care. He holds a Healthcare MBA from Simmons University and is recognized for his work in healthcare workforce innovation.
This week on Singapore Home Brew, we explore the return of one of Singapore’s most beloved traditions: the staycation. With airfare soaring and domestic leisure travel booming, Singaporeans are rediscovering the joy of recharging right here at home. MoneyFM 89.3 Saturday Mornings Show host Glenn van Zutphen talks with Oriol Montal, Regional Vice President for Luxury APEC & Singapore at Marriott International, and Annette Lee, actor, comedian, and star of Marriott Bonvoy’s new “Never‑Ending Staycation” campaign... a comedic mini‑series featuring three quirky, distinctly local characters brought to life by Annette. We discuss why Marriott launched this campaign now, how domestic travellers have become Singapore’s second‑largest source market, and the trends shaping how families, couples, and solo travellers choose their weekend escapes. Annette shares how she created her characters, her take on Singapore’s staycation culture, and the fun behind the scenes. Annette also talks about her new Singapore movie: "Dream Stall" dropping on 27 May 2026!See omnystudio.com/listener for privacy information.
Chaz and AJ spoke with Kristin, the Regional Vice-President of the company, after the car she bought from Chaz blew the transmission. Scot Haney jumped on the phone to help Chaz with damage control.
We talk to Perry Freifeld, Regional Vice President at Diversified for an activation on the show floor they are calling "The Pitch." in the North Hall. Specifically, sports entertainment and how AV is elevating the fan experience. We look at how attendees will see these solutions in action and how they can be utilized for a unique AV outing.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
La omnicanalidad es el comportamiento natural del consumidor mexicano: el 66% hace webrooming, el 63% hace showrooming, y en promedio consultan 3.7 canales antes de decidir una compra. Sin embargo, la brecha entre declararse omnicanal y ejecutarlo a escala sigue siendo el reto más grande.Con HOT SALE 2026 en el horizonte, el volumen de demanda expone si tu operación está realmente unificada o si los silos internos están a punto de colapsar la experiencia del cliente.En este episodio de eCommerce Rockstars by AMVO, Pierre-Claude Blaise (CEO, AMVO) conversa con Pablo Cáceres (Regional VP of Revenue para las Américas en SAP Emarsys). Pablo, con más de 12 años acompañando a grandes marcas, comparte el mensaje central: "Declararse omnicanal ya no es suficiente. El verdadero reto es escalar el engagement como disciplina empresarial".En este episodio cubrimos:Por qué el engagement debe ser una disciplina empresarial y no solo una táctica de marketing, y cuáles son las diferencias observables en la operación de una empresa.El costo real de los silos organizacionales y cómo estos destruyen experiencias omnicanal bien diseñadas, impactando directamente en la retención y el valor de vida del cliente.HOT SALE como test de estrés: ¿Qué colapsa primero y qué acciones concretas puede tomar un director de eCommerce esta semana para prepararse ante el pico de demanda?.La perspectiva de revenue operations: cómo alinear la tecnología de marketing con los objetivos de crecimiento sostenible.Invitado: Pablo Cáceres, Regional Vice President of Revenue, Americas, SAP EmarsysHost: Pierre-Claude Blaise, CEO, AMVO
If your goal is to not be the richest person in the cemetery you may need to shift your mindset away from the years where saving money was your first priority. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance of recognizing the emotional and psychological benefits of careful savings, while at the same time not missing out on enjoying life today. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Chef David Bull is Austin's first Iron Chef America competitor, Food and Wine Best New Chef 2003, two-time James Beard Foundation nominee, and Regional Vice President of Food and Beverage at LaCorsha Hospitality Group. He led the Driskill Grill to three consecutive Austin American-Statesman number one restaurant awards, competed on Iron Chef America in 2006 as the first Austin chef to do so, and has since overseen 16 restaurant and hotel openings with LaCorsha across Texas, most of them historic renovations. He is also co-founder of the Mineral Wellness Center, a faith-based nonprofit in Mineral Wells dedicated to reducing mental health stigma and providing counseling and community resources.This episode covers the full arc: Austin's first celebrity chef, 16 properties, and the decision to walk away from all of it for something bigger.Why management agreements protect standards across multiple properties in ways licensing never canThe lease clauses, CAM charges, and pro forma details that quietly sink most restaurant deals before they openWhy mental health stigma in professional kitchens is a leadership and retention crisis, not a personal weaknessAndré Natera and David Bull go deep on the Iron Chef America experience, the operational realities of scaling a hospitality group, the trust required in a business partner before any contract is signed, evolving kitchen culture and mentorship across every staffing level, and Bull's personal decision to step back from fine dining and co-found the Mineral Wellness Center. The episode closes with a preview of his upcoming Restored and Delivered concept in Mineral Wells.This episode is sponsored by Rational USA. Learn more at https://rationalusa.comGuestDavid Bull on Instagram → https://www.instagram.com/chefdavidbull/Chef's PSA Subscribe on Substack → https://chefspsa.substack.com/Shop Chef's PSA Merch → https://shop.chefspsa.com/Visit Chef's PSA Website → https://chefspsa.com/
"What if you train them and they leave?" It's the fear that quietly keeps most healthcare leaders from investing in their people. Matt Staub — CEO of Your Health — wants you to sit with the question his mentor once asked in return: What if you don't train them, and they stay? In this episode, Matt joins Jamie Preston for a conversation about why workforce education isn't a perk at Your Health — it's the culture. From nationally accredited apprenticeships, to a training pipeline built out of a licensing crisis, to the real people behind the success stories, this is a blueprint for leaders who want to grow something that lasts. Key topics covered: The lumberjack story: why sharpening your axe beats swinging harder every time How a shortage of licensed administrators became the catalyst for Your Health's training engine The shift from "education happens on your own time" to "this is how we behave" Real success stories — Olivia, Kristin, Taylor, McKinsey, Rebecca — and what they share Matt's three challenges for anyone ready to grow: show up, find your who, take your shot If you've ever wondered whether developing your people is worth the cost, this episode will change the math. Press play — then look around, and ask yourself who's looking at you.
John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, help you steer clear of costly wealth management mistakes. Listening Time: 32 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Every state has an emergency management program. It is a reflection ofthe hazards a state might experience and the allocation of resources by government tothose risks. In this podcast we learn more about the Oklahoma Department ofEmergency Management.The podcast guest is Annie Mack Vest, Executive Director of the OklahomaDepartment of Emergency Management. She has 16 years of experience in disastermitigation and emergency management. In 2023, she was appointed by GovernorKevin Stitt to serve as Oklahoma's Emergency Management Director, becoming thefirst woman to lead the agency.Annie has spent her career working in crisis environments and helping leaders makesound decisions during emergencies. She serves as the Governor's senior advisor onemergency management and supports state leaders and local partners throughdisaster response and recovery.She serves as Regional Vice President of the National Emergency ManagementAssociation and is a former Chair of the Oklahoma Floodplain Managers Association.She previously served as President of the National Hazard Mitigation Association, asan advisor to the Natural Hazards Center at the University of Colorado Boulder, and asa subject matter expert to the U.S. Department of Homeland Security ResilientInvestment and Planning Development Workgroup.Annie holds dual master's degrees in Adult and Community Education and ExecutiveAdministration for the Public Sector, and a bachelor's degree in Psychology andDisaster Management.Please visit our sponsors!L3Harris Technologies' BeOn PPT App. Learn more about this amazing product here: www.l3harris.com Visit The Readiness Lab and learn about our Next Level Emergency Management training! https://www.thereadinesslab.com/Impulse: Bleeding Control Kits by professionals for professionals: www.dobermanemg.com/impulseDoberman Emergency Management Group provides subject matter experts in planning and training: www.dobermanemg.comCheck out how you can use digital twins in your training, exercising, and planning using RSET https://rset.com/ For sponsorship requests, check out our Sponsorship Portfolio here or email us at contact@thereadinesslab.com
Larry has over 30 years of progressive retail management / Leadership experience. Larry previously served as the Chief Revenue Officer at Century 21 department stores from 2011 – 2020, overseeing Stores - E Commerce – in addition to Marketing and Human Resources. Prior to joining Century 21, Larry was the Regional Vice President of Stores at Macy's in New York City. Larry held a variety of leadership positions at Macy's from 1992 through 2011, including Store Manager, District Manager for Metro New York, and SVP of Macy's Home Store. Connect with Larry Mentzer:LinkedIn: https://www.linkedin.com/in/larry-mentzer-9857779/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152
An increasing percentage of people who have reached millionaire status still don't feel financially secure. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why some people have financial insecurity at that level and what you may do to help build your financial confidence. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
In this conversation, we sit down with a Regional Vice President from WGU to talk about the reality of college today—especially for Black and Latino students. Why does it take longer for some to graduate? How much does money really affect who finishes? And what happens when students are balancing work, family, and real-life responsibilities? We also break down how education is evolving and what options exist for people who feel like the traditional college path just doesn't fit their life. If you've ever questioned whether college is for you… this conversation is for you. for more information visit Wgu.edu/Lacounty
Kevelyn Guzman is the Regional Vice President at Coldwell Banker Warburg, the premier brokerage that has been at theforefront of New York luxury real estate for more than 100 years.As Regional Vice President, she oversees a team comprised of over 100 agents across two offices. She has disruptedthe traditional brokerage model by viewing agents as clients and constantly seeks innovative ways to empower them forlong-term success in the competitive Manhattan real estate market. She is known for tackling communication challenges,introducing cutting-edge technology platforms, and bridging the gap between older and younger generations of agents.Kevelyn's keen ability to identify strengths in individuals and place them in roles where they can thrive has earned her areputation as an inspirational leader. Kevelyn also launched the New York City Committee of What Moves Her, awomen's advocacy initiative, to further elevate Coldwell Banker Warburg's positive impact.More Info: Kevelyn GuzmanSponsors: Become a Guest on Master Leadership Podcast: Book HereAgency Sponsorships: Book GuestsMaster Your Podcast Course: MasterYourSwagFree Coaching Session: Master Leadership 360 CoachingSupport this show http://supporter.acast.com/masterleadership. Hosted on Acast. See acast.com/privacy for more information.
Building a high-performing sales team in the insurance industry has never been harder. With veteran producers nearing retirement and green rookies years away from validation, agency leaders are stuck deciding where to invest their recruiting efforts. Should you chase the established "lone wolf" or train the hungry newcomer?My guest, Nancy Grasso, Regional Vice President for Growth at OneDigital, joins me to share her no-nonsense approach to recruiting, mentoring, and leading top-tier producers. We discuss why she refuses to hire "name-droppers," how to test a candidate's true grit during the interview process, and the exact "sweet spot" of experience you should look for in your next hire. We also break down how to structure a mentorship program that actually produces results, rather than just enriching the mentor. If you are struggling to build a sales team that opens doors and closes business, this episode is your blueprint.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaKEY MOMENTS(00:00:00) Nancy's Accidental Entry into Insurance (00:02:42) The Power of an Opinion: Why Consultants Close and Brokers Quote (00:07:16) Training Clients to Expect Spreadsheets (And How to Stop) (00:09:17) Experiencing OneDigital's Growth from $50M to $2B (00:11:59) The Transition from Top Producer to Sales Leader (00:15:30) The Recruiting Playbook: The Three Buckets of Producer Talent (00:17:55) How to Build a Mentorship Program That Actually Works (00:20:20) The Hard Truth About Sales: Underestimating the C-Suite Divorce (00:26:58) Testing for Grit: How to Spot a "Name-Dropper" Before You Hire Them (00:30:13) Why Curiosity is the Ultimate Predictor of Sales Success (00:32:43) How to Keep a Million-Dollar Producer Motivated (00:37:21) The Evolution of the Benefits Sale: From Medical Quotes to Total HR (00:41:14) Nancy's Lightning Round: Time Blocking, The "Cut The Crap" Podcast, and CardioCONNECT WITH ANDY NEARY
Inheriting wealth from a loved one can expose the recipient to a variety of emotions. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how handling inherited wealth can impact the behavior and judgment of those who receive the inheritance, and talk about ways to appropriately address those issues. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Financial institutions are finding that the primary bottleneck to AI adoption isn't the technology itself, but the inability to govern sensitive data with the precision required for enterprise-scale deployment. In this episode, Mark Crean, Regional Vice President of Sales from Securiti AI and James Dean, AI Specialist at Google Cloud, breaks down how fragmented data and access risks keep high-value use cases trapped in the pilot phase. They outline the shift toward disciplined data classification and the cross-team alignment necessary to transition AI into regulated, revenue-critical workflows. The conversation highlights why remediation and traceability have become the ultimate benchmarks for safety and ROI in the sector. This episode is sponsored by Securiti AI. Learn how brands work with Emerj and other Emerj Media options at go.emerj.com/partner. Want to share your AI adoption story with executive peers? Click go.emerj.com/expert for more information and to be a potential future guest on the 'AI in Business' podcast!
Surprisingly, inheriting money from a family member can be a double-edged sword. It could be a great opportunity or a cause of anguish. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss some of the unforeseen effects, both positive and negative, of inheriting wealth from a family member. Listening Time: 29 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
As you move toward retirement, several ages offer specific opportunities for your benefit. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss often overlooked planning moves you may consider when turning age 59 1⁄2. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Brian Galke breaks down how to decode people's facial features to connect better with clients and prospects. He shares practical tips on reading eyebrow shapes, understanding personal vs. business sides of the face, and why soft skills matter more than ever as AI automates technical work. This isn't manipulation—it's about truly seeing people and serving them at the highest level. Key Takeaways The Three Eyebrow Shapes: Straight eyebrows = facts and data people; angled eyebrows = action-oriented doers; rounded eyebrows = emotional, relationship-focused individuals. Tailor your communication style based on what you observe. Left vs. Right Side of Face: The left side (from your perspective) shows someone's personal/emotional side, while the right shows their business/logical side. Notice which side they lead with to understand how to connect. Soft Skills Are Your Competitive Advantage: With up to 800 million jobs potentially replaced by AI, your ability to read people, connect authentically, and make others feel seen is what'll set you apart. Practice Makes Perfect: Knowledge without action is worthless. Start observing eyebrows in every conversation, adjust your approach, and watch your client relationships transform. About Brian Galke Brian Galke is a communication strategist, keynote speaker, and founder of Subtle Skills, where he teaches people how to decode others, conversations, and connection itself. After overcoming social anxiety early in his career, Brian was introduced by a mentor to Decoding Facial Features—a skill that revealed how people naturally process information, make decisions, and communicate. By combining decoding with body language, active listening, and statement analysis, he created a practical, tactical communication framework that works in any environment. Those very skills helped him rise to Regional Vice President of Sales, managing a $40M book of business. Now a sought-after Keynote Speaker and Podcast Guest, Brian has shared stages with Chris Voss, Brad Lea, Janine Driver, Steve Sims, and Greg Reid, helping audiences master the subtle decoding skills that make communication more influential, confident, and authentic. In This Episode [00:00] Welcome to the show! [06:30] Meet Brian Galke [07:23] The Decoding Detective [08:21] Understanding People [10:54] Treating Others Well [18:25] Soft Skills [23:53] Speaking Their Language [34:59] Headshots [40:02] Connect with Brian [42:16] Outro Quotes "People feel more isolated and alone than they have in all time because they're looking at other people's social media, seeing the highlight reel and thinking their daily life doesn't matter. When people feel seen and heard, they feel changed." — Brian Galke "If you read the statistics, it's up to 30% of jobs will be replaced by AI. So that's up to 800 million jobs. People need to learn people skills so that they're actually different from AI and automation." — Brian Galke "Knowledge is one thing. Awareness is exposure, one thing. Putting into practice is where it becomes valuable." — Brian Galke "Go out and use these skills because when people feel seen and heard, they feel changed. Practicing connecting with other people can change a life, but it can also save a life." — Brian Galke Guest Links Get the Cheat Sheet: https://getthecheatsheet.com Subtle Skills: https://subtleskills.com Links Find out more about the Studio Sherpas Mastermind Join the Grow Your Video Business Facebook Group Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Join the Studio Sherpas newsletter
Description: Bill & Michael Wurth (Succession Capital's Regional Vice President) discuss "Carrier Endorsed" Premium Finance opportunities in today's evolving landscape. Whether it's marketing to business owners, high net worth individuals, charitable solutions, policy reviews, creative estate planning or tax savings strategies, many opportunities may exist. Modern premium financing for life insurance began in 1996 when CEO Julian Movsesian was challenged by a High-Net-Worth Client to come up with a method for using leverage to enhance the purchase of life insurance. This challenge led to the creation of the "Capital Maximization Strategy℠ (CMS), which provided Clients with a better way to buy life insurance. Each client requires a unique plan reflecting their capital, income, business, tax, estate, and charitable objectives. In collaboration with Advisory Teams, SCA tailors custom plans to achieve each client's goals. Levinson & Associates has teamed up with SCA to help our agents help their clientele with these creative financial solutions, as discussed in episode 65. Michael's Bio: Michael Wurth joined Succession Capital in January 2021. Hired before the official Vice President program was put in place, Michael spent his first 2 years at SCA supporting Michael Rothman and managing all cases in underwriting. His territory includes San Diego, Inland Empire, Arizona, Nevada, Utah, Wyoming, Colorado, New Mexico, Florida, Alaska, and Hawaii. Prior to joining SCA, Michael worked for Apple in their Beijing office, where he was the only non-native Chinese speaker on Apple's team of 250 employees. He was specifically responsible for analyzing the financials and setting targets for iPhone sales in the Greater China region, a $50 Billion dollar revenue generating group. After his time in China, he completed his MBA in Barcelona, Spain in 2019 before launching his own Search Fund after graduation. Aside from work, Michael is passionate about education and his faith. He and his wife started a Catholic Classical Education school in Southern California called The Camino School. Michael received his undergraduate degrees in International Business and Chinese Language and Culture from the University of Southern California and his MBA and Spanish degree from IESE in Barcelona. Michael and his wife met in Rome and have been married since 2019. They live in Aliso Viejo, CA with their three sons (Michael, Lucas, & George), their daughter (Lola), and Chocolate Lab, Kona. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1
In this episode of The Good Life EDU Podcast, we welcome back Nebraska native Trevor Goertzen, Regional Vice President at SchoolAI and former teacher and principal, for an honest and practical conversation about artificial intelligence in schools. Two years after our first discussion, Andrew and Trevor reconnect to explore how the national conversation around screen time, technology rollback, and AI integration has evolved and what that means for educators today. Rather than chasing headlines or hype, this conversation focuses on: What intentional technology use actually looks like in classrooms Why AI should be viewed as a tool to get to the thing, not the thing itself How AI can support differentiation, MTSS, and Tier 2 interventions The importance of teacher-designed, teacher-controlled AI learning environments Why good pedagogy still matters more than any platform How leaders can thoughtfully introduce AI into their districts The power of AI as a thought partner for administrators and educators Trevor shares practical classroom examples — from structured learning “agenda steps” to multilingual support and small-group differentiation — demonstrating how AI can expand what's possible without replacing the human relationships at the heart of teaching.
New regulations relating to 401k plans are now in effect. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jaron Carmichael and Dennis Jablonoski of Mercer Advisors' Retirement Plan Group. They discuss rule changes, including new catch-up provisions and tax changes, that may impact 401k plan participants and plan sponsors. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Free Life Agents: A Podcast for Real Estate Agents Who Want to Develop a Passive Income Lifestyle
Kevelyn Guzman is the Regional Vice President at Coldwell Banker Warburg, leading Manhattan and Brooklyn with a focus on scale, profitability and talent development. She builds real estate businesses that grow intentionally and sustainably by recruiting and developing high-performing agents, strengthening brands, creating smart systems and cultivating income streams that extend beyond the next transaction. Known for bringing structure to one of the world's most complex markets, she tightens operations, sharpens agent economics, increases visibility and turns culture into a competitive advantage. Kevelyn is committed to what truly moves the needle—GCI growth, repeat business and long-term value—and she actively creates spaces for women in the industry to connect and thrive. Her mission is to help agents build businesses that can win in the unforgiving New York City real estate market.In this episode we explore how real estate agents can dominate in 2026 by mastering key skills as the industry evolves with technology and AI. Kevelyn outlines the skills realtors need to learn and develop—from understanding AI-driven tools and data analytics to building scalable systems and cultivating strong relationships—to thrive in an ever-changing market. She shares insights on intentional growth, talent development, and how agents can adapt to technological change while maintaining the human connection that drives long-term success.You Can Find Kevelyn @:Instagram: https://www.instagram.com/kevelynguzman/?hl=enLinkedIn: https://www.linkedin.com/in/kevelyn-g-055676b/
Most advisors ignore the post-65 retirees sitting on their clients' health plans. They assume it's just a cost of doing business or that the employer wants to keep them on the same plan as active employees. But by failing to "carve out" this population, you are missing one of the biggest cost-containment strategies available, especially for self-funded groups.My guest, Ken Peterson, Regional Vice President at Benistar, joins me to demystify group retiree medical benefits. Ken explains why municipalities, unions, and family-owned businesses are prime candidates for this strategy, how moving retirees to a Group Medicare Advantage or Supplement plan can drastically lower the average age (and risk) of your active pool, and the specific questions you need to ask to uncover this opportunity. This is the guide to finding the hidden savings in your book of business.Chapters:(00:00:00) The "Low Hanging Fruit" of Benefits: Post-65 Retiree Plans (00:04:33) Who Needs This? Municipalities, Unions, and Family Businesses (00:06:38) The Shift to Group Medicare Advantage: Cost Savings & "Bells and Whistles" (00:11:23) Size Doesn't Matter: Solutions from 2 Retirees to 2,000 (00:12:50) The Carve-Out Strategy: How to Lower Your Active Group's Risk (00:16:40) The Future of Retiree Benefits: A Return to Med Supp? (00:21:56) Why Benistar is the "Broker's Broker" for Retiree Solutions▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaCONNECT WITH ANDY NEARY
Are you still treating maintenance as a last-minute repair instead of a long-term fleet strategy? Are mobile mechanics the missing piece to improving fleet uptime, reducing downtime, and controlling maintenance costs? Let's hear Chris Boyce from Coltrain Onsite Fleet Care speak about how the mobile mechanic industry is growing fast and creating real career opportunities for diesel technicians while helping fleets stay proactive with preventive maintenance that actually lowers the total cost of ownership. Chris dives into how aligning experienced technicians with the right fleets, using advanced diagnostic tools, and focusing on on-site service helps improve reliability, driver satisfaction, and operational efficiency across transportation and logistics, why tracking key fleet maintenance metrics like PM compliance and downtime is essential for optimizing performance and building strong vendor partnerships, and how Coltrain is expanding nationwide and actively hiring skilled technicians who want autonomy, career growth, and a chance to keep freight moving safely and efficiently! About Chris Boyce Chris Boyce brings a rare blend of hands-on technical expertise and senior-level operational leadership to the fleet maintenance industry. He began his career as a technician, quickly distinguishing himself through a strong work ethic, technical excellence, and a natural ability to lead teams. After completing formal management training, Chris successfully combined his field experience with strategic leadership skills to drive performance, accountability, and long-term growth. Before joining Dickinson Fleet Services, Chris gained valuable experience at Ryder Transportation and within the heavy-duty truck dealer sector, beginning as an entry-level technician and working behind the wrench for 10 years, while developing a deep understanding of fleet operations, customer service, and large-scale maintenance environments. He worked his way up to branch manager, where he started his leadership journey. Following that, he served a seven-year tenure, including the last 4 years as General Manager, at Dickinson Fleet Services/Cox Automotive, where he built the foundation and led one of the company's most successful and productive regions, consistently delivering strong operational and financial results. Now serving as Regional Vice President at Coltrain Onsite Fleet Care, Chris is known for building high-performing teams, executing at scale, and leading with clarity and purpose. He is widely respected for his ability to align people, process, and performance, and he brings a proven track record of operational excellence to every organization he serves.
Making mutually beneficial charitable donations can be an important component of your financial and tax planning. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They welcome Drew Ellis, Director, Institutional Partnerships at Mercer Advisors, to discuss his work with foundations, as well as how the landscape for making charitable donations has changed due to recent legislation. Listening Time: 17 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
John Lewis: Regional Vice President/Market Manager at Cumulus Media! We told stories, moved fast, and covered a bunch of ground! Leadership - Sales - Radio - Company Culture - LIFE! THANK YOU TO OUR SPONSORS: Nutrition World: https://nutritionw.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ The Barn Nursery: https://www.barnnursery.com/ Optimize U Chattanooga: https://optimizeunow.com/chattanooga/ Guardian Investment Advisors: https://giaplantoday.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Our House Studio: https://ourhousestudiosinc.com/ Team Montieth Real Estate - Lori Montieth: https://www.findchattanoogarealestate.com/ Ballinger and Associates - Risk Management: https://ballingerandassociates.com/ AirSpace Acoustics: https://www.airspaceacoustics.com/ ALL THINGS JEFF STYLES: www.thejeffstyles.com PART OF THE NOOGA PODCAST NETWORK: www.noogapodcasts.com Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm
Kevelyn Guzman talks about leadership, empowerment, and innovation in real estate, and how inclusive, people-centered leadership can drive performance and lasting success. Kevelyn is Regional Vice President at Coldwell Banker Warburg in New York City, one of New York City's oldest and most respected independent luxury real estate firms. She is a champion of women in business through her work with the New York City Committee of What Moves Her. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest Do you want to advertise on the show? https://Everyday-MBA.com/advertise