Podcasts about rfp

In this episode of the Federal Help Center Podcast, Ryan Atencio breaks down a practical, AI-powered approach to opportunity shredding—the fastest way to determine whether a government contract is worth pursuing before wasting time and resources. You'll learn how a custom AI "shredder" prompt can instantly extract the who, what, when, where, why, estimated FTEs, security clearance requirements, key personnel roles, contract structure, and even potential incumbents—without manually reading dozens of pages. The episode also covers how this summary becomes a clean internal go/no-go decision tool, why brevity matters when sending opportunities upstream, and how visual summaries (like infographics) can dramatically improve decision speed and clarity. Key Takeaways Speed wins contracts. AI-driven shredding replaces manual highlighting and cuts RFP review time from hours to minutes. Go/No-Go is the real objective. Early summaries should answer only one question: Do we pursue or walk away? Brevity beats brilliance. Decision-makers won't read walls of text—clear summaries (or visuals) get faster approvals. If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/  Website: https://govcongiants.org/  Connect with Encore Funding: http://govcongiants.org/funding Join 2026 Surge Bootcamp Starting January 31: https://govcongiants.org/surge 

This episode of Astonishing Healthcare features three members of The Judi Group's leadership team: Jeff Hogan (Co-Founder & Managing Director), Chris Deacon (Director, Growth & Strategy), and Julie Selesnick (Director, Legal & Compliance). The Judi Group is a new venture - a premier advisory firm in healthcare on a mission to help companies evaluate the totality of their health vendors and contracts, deliver insights that lead to more responsible action, and ultimately improve the overall cost picture and health outcomes for their health plans and plan members, respectively. But why now? What steps can employer plan sponsors take to improve their contracting and access data? How do you set up a sustainable fiduciary process? For the answers to these and many more questions, like our guests' personal reasons for embarking on this journey, you'll have to listen in!HighlightsWe've reached a boiling point - everyone is tired of how the US healthcare system operates,, the misaligned incentives throughout the supply chain, and the unnecessary complexity of it all.There's a growing willingness among employers to challenge the status quo, embrace transparency, and create customized benefit plans that better serve their unique populations.Jeff is driven - in part - by his experience as a public servant, Julie tends to fight for the underdog, and Chris is inspired by the opportunity to make a tangible difference in healthcare.The RFP process must be redesigned for each employer, with their unique needs in mind.Access to claim-level data is critical if employers are to fulfill their fiduciary duties, make informed decisions, and ensure prudent use of employees' healthcare dollars.Related Content AH041 - ERISA Litigation Outlook and Meeting CAA Requirements: What Can Plan Fiduciaries Do?Health Benefits 101: The Importance of a Transparent PBM ModelReplay - Unifying Medical and Pharmacy Benefits: The Blueprint for Better Employee Health and WellnessJudi Health Policy Pulse: 2025 Regulatory Roundup, the Push for PBM ReformTo learn more about the Judi Group, the team, and its mission and services, please visit www.judi.group.For more information about Judi Health and this episode, please visit Judi Health - Insights.

Send us a textJohn Gamba is Entrepreneur in Residence at Catalyst @ Penn GSE, where he mentors education entrepreneurs and leads the Milken-Penn GSE Education Business Plan Competition. Over 17 years, the competition has awarded $2M to ventures that have gone on to raise more than $200M in follow-on funding, with a strong focus on equity and research-to-practice impact.

Edward Don & Co. CIO Tim Walter sat down with host Lucas Mearian at Foundry's CIO100 Symposium to talk about his company's efforts to harness AI for e-commerce, demand forecasting, and RFP automation. The company's goals are to improve customer experience, accelerate sales cycles, and optimize supply chains. From truck tracking to virtual kitchen design, the distributor blends emerging technology with human expertise to drive efficiency and grow nationwide operations. https://www.linkedin.com/in/timwalter55/ And for more conversations with CIOs, check out CIO Leadership Live in Atlanta on March 5th at the Westin Buckhead Atlanta. This exclusive, in-person experience brings together CIOs and senior technology leaders for candid, peer-driven conversations on leadership, innovation, and what's next. We're also accepting nominations for the Next CIO Awards, recognizing emerging technology leaders who are shaping the future of IT. If that sounds like you — or someone on your team — now is the time to nominate. Learn more, register for Atlanta, and submit your Next CIO nomination at event.foundryco.com/cio-100-leadership-live-atlanta/.

In part one of our discussion with Sherry Neas, Division Director of Shared Services for North Dakota's OMB, we walk through a practical framework for pre-session preparation, stakeholder alignment, and testimony that actually moves the needle.We start with the pre-legislative rhythm: weekly collaboration with higher ed, monthly sessions with state agencies, and a quarterly procurement advisory council that surfaces policy gaps early. Sherry explains how to decide what belongs in statute versus guidelines, why governments express authority matters, and how opening a law invites amendments you need to anticipate. Then we dive into testimony craft—writing with busy legislators in mind, using concrete examples, pausing for questions, and closing with a crisp call to action. We talk media training, committee protocol, and choosing speakers who want the podium and can handle rapid-fire questions.Once the session heats up, systems and teamwork take over. Sherry details a bill tracking workflow, cross-division assignments, and the necessity of freeing someone's time to focus on legislative work. We get into internal approvals—how subject matter experts, legal counsel, leadership, and the governor's office align positions with policy, resources, and fiscal notes. When stakeholders disagree, she shows how to prevent surprises by briefing sponsors and chairs early, proposing amendments, and keeping associations in the loop. And when controversy sends a bill to conference committee, Sherry treats it like a complex RFP: listen first, map concerns, iterate toward solutions, and support the carrier with clear talking points.If you're a procurement leader navigating legislative season, this conversation offers a repeatable playbook: begin with the end in mind, engage stakeholders early, testify with clarity, and build relationships through respect and helpfulness. Subscribe, share with your team, and leave a review telling us your best tip for surviving the session storm.Follow & subscribe to stay up-to-date on NASPO!naspo.org | Pulse Blog | LinkedIn | Youtube | Facebook

How Solo PR Pros Can Use RFPs To Land New Business Episode 330 Episode Summary In this new year, many independent communications professionals are often looking for ways to make some noise and grow their businesses. For some, that path may lead to the dreaded Request for Proposal (RFP). In this episode of That Solo Life, Karen Swim, APR, and Michelle Kane tackle the topic we all "love to hate." While RFPs can sometimes feel like a heavy lift for a solo practitioner, they remain a vital avenue for securing work with corporations, government entities, and nonprofits. Karen and Michelle break down how to stop fearing the process and start strategizing for success. They discuss the importance of discerning which opportunities are worth your time, how to humanize a sterile bidding process, and why relationships often trump qualifications on paper. Whether you are looking to streamline your proposal workflow with an asset library or wondering how to use AI as a thinking partner, this episode offers practical tips to help you turn the RFP process from a burden into a winning business strategy. Episode Highlights [00:01:26] The Necessary Evil: Introduction to RFPs as a topic and why they are a valid pathway to new work in the current business climate. [00:03:24] decoding the "Cattle Call": Distinguishing between different types of RFPs—from government contracts to open calls on PR sites—and determining which are worth the effort. [00:04:51] The Human Element: Why you should always try to move beyond the document to have a personal conversation or "discovery call" before submitting. [00:05:37] Red Flags and Alignment: How to spot budget mismatches early and decide if a prospect aligns with your values before you write a single word. [00:09:32] Streamlining the Workflow: Tips for building a "library of assets," including case studies and testimonials, so you never have to start a proposal from scratch. [00:10:15] AI as a Strategist: Using artificial intelligence to perform SWOT analyses on prospective clients to demonstrate big-picture thinking in your response. [00:14:47] Standing Out Visually: How to use creative elements, visuals, and even audio/video to showcase your personality and brand alignment. Related Episodes & Additional Information Solo PR Pro Blog: How to Evaluate RFP Opportunities Solo PR Pro Blog: Succeeding at Business Development in a Tough Year Episode 313: Strategies for Securing New PR Business   Join the conversation and share your own RFP success stories (or horror stories) with the community. Host & Show Info That Solo Life is a podcast created for public relations, communication, and marketing professionals who work as independent and small practitioners. Hosted by Karen Swim, APR, founder of Words For Hire and President of Solo PR, and Michelle Kane, Principal of Voice Matters, the show delivers expert insights, encouragement, and advice for solo PR pros navigating today's dynamic professional landscape.   Ready to take your solo business to the next level in 2026? Don't navigate this journey alone! Subscribe to the Solo PR Pro Youtube channel for That Solo Life episodes and actionable tips and insights. If you found value in today's discussion about RFPs, please leave us a review and share this episode with a fellow communication professional.

Chats5:02 pmSaturday25/10/202501/10/202521/08/2025ContactsAiman MaskargoAiman MxsAiman Wangsa Majuciman PPKIHey there! I am using WhatsApp.See more chat history on the appGet WhatsApp for MacTodayDah11:14 amOK tq11:14 amNanti aku minta jinggo dari duit kita fam11:14 amOk11:17 amBaik11:17 amAda 1 job ni mcm buat media social11:17 amTp bajet dia ciput la11:17 amKat ne11:17 amForwardedCREATIVE_260112_104501.pdf9 pages•PDF•2 MB11:18 amKalau mcm ni11:18 amBerapa nk charge11:18 amHmmmm11:18 amMacam banyak je11:18 amItu la11:28 amKalau mcm ni berapa11:28 amTp bkn semua11:28 amYang mana11:28 amKena jumpa tanya lu11:28 amDah belum1:05 pmok dah1:23 pmkul keluar1:23 pmkasi tajuk1:23 pmKS-EP185-Audio-Podcast.mp3MP3•195 MB1:23 pmJap1:23 pmBagi diorang dulu1:23 pmkul 61:23 pmTarget 51:23 pmok1:24 pm-KJ Kembali ke PAU-Refleksi PAU 2025-JMYR Stablecoin-Rex Tan1:27 pmThis message was deleted1:39 pmHOOK KJ:11:04-11:20“AAAA Yaa saya masuk dewan merdeka….overwhelming for me”1:47 pmPantas pantas1:47 pmOK jp1:48 pmEpisod 185 Audio Siar Keluar Sekejap membincangkan refleksi Perhimpunan Agung UMNO 2025 yang berlangsung minggu lalu, yang sarat dengan pengumuman penting serta isyarat politik yang signifikan.Episod ini turut mengupas pelancaran stablecoin pertama yang disandarkan kepada ringgit, iaitu JMYR, yang dibina di atas rantaian blok Zetrix. JMYR kini menjemput syarikat untuk mengemukakan cadangan (RFP) bagi bidang berikut: Payments, Settlement, Trade finance, Remittance dan Enterprise dan integrasi ekosistem. Hantar cadangan anda ke: rfp@jmyr.com.mySelain itu, episod ini turut menyentuh isu penahanan bekas wartawan Free Malaysia Today (FMT), Rex Tan, di bawah Akta Hasutan, susulan soalan yang dikemukakan beliau dalam wacana awam bertajuk “Gaza Exposes the Complicity of International Actors” di Kuala Lumpur, yang mencetuskan reaksi negatif serta menjadi tular di media sosial.Timestamp EP18500:00 Intro01:45 KJ 50 Tahun06:10 Kemuncalan KJ di PAU Pemuda14:20 Refleksi PAU 202546:00 PN masih berpecah51:40 JMYR Stablecoin1:07:40 Rex Tan DitahanIngin jenama anda dikenali oleh ribuan pendengar?Taja episod #keluarsekejap 2026 +6011-1919 1783 commercial@ksmedia.my

Send us a textDora Palfi is the Co-founder and CEO of imagi, an edtech company reimagining computer science education through creative coding and AI. A Forbes 30 Under 30 honoree, Dora has a background in neuroscience, human-computer interaction, and technology, and is a passionate advocate for equitable access to future-ready skills.Special note: Free access to the Lovable × imagi collaboration has been extended through March 31, giving educators and students more time to explore professional AI tools in real classroom settings.

Send us a textNicole Jarbo is the CEO of 4.0 Schools, one of the nation's leading platforms for early-stage education founders. A former KIPP teacher, Teach For America Corps member, and fintech founder, Nicole brings deep experience across classrooms, startups, philanthropy, and systems-level education change. She is also the host of the award-winning podcast Pitch Playground.

RFP - 'Backlash' by Susan Faludi, discussed by Anna Kerr and Bronwyn Williams.A live webinar recorded on 18th January 2026 at 10am UK time.On Sundays (10am UK time), our webinar series Radical Feminist Perspectives offers a chance to hear leading feminists discuss radical feminist theory and politics.Attendance of our live webinars is women-only, register at https://bit.ly/registerRFP

Send us a textJoin hosts Alex Sarlin and Ben Kornell as they kick off 2026 with a wide-ranging Week in EdTech conversation covering tech backlash, AI in education, market consolidation, consumer learning tools, and major voices shaping the future of teaching and learning.✨ Episode Highlights:[00:00:00] Growing tech backlash around screen time, phone bans, and distrust of edtech.[00:03:55] PowerSchool layoffs reflect private equity pressure and profitability focus.[00:06:30] Layoffs highlight the human cost for educators working in edtech.[00:09:04] Screen time skepticism reaches adult learning and professional assessments.[00:10:52] Big Tech ramps up AI competition as Meta, Amazon, and Apple reposition.[00:12:42] Consumer AI learning startups draw VC attention amid edtech valuation gaps.[00:13:58] Funding: Obo raises $16M Series A for AI-generated, multimodal courses.[00:17:16] UX, speed, and multimodality emerge as key edtech differentiators.[00:19:10] Speechify secures NYC schools deal, blending accessibility with consumer-grade UX.[00:21:08] Engagement-first consumer learning apps challenge traditional edtech models.Plus, special guests:[00:23:48] Eli Luberoff, Founder of Desmos Studio, on creative math tools and Desmos Professional.[00:50:28] Rebecca Winthrop, Senior Fellow and Director, Center for Universal Education at The Brookings Institution, on how AI risks currently outweigh benefits for students without better guardrails.

As agency owners settle into 2026, it’s easy to operate on autopilot—chasing the next tactic without reconnecting with what made the business work in the first place. In this episode, Chip and Gini make the case for looking backward before charging forward. Chip admits his first agency started because “consultant” sounded better than “unemployed.” But the real question isn’t just why you started—it’s why you decided to keep building. That motivation should be informing your strategy today. Gini shares how she once believed she wanted a large agency with hundreds of employees and global clients. When she hit 30+ people, she realized she’d built something she didn’t enjoy leading. She was buried in HR issues instead of doing the work that energized her. The Great Recession forced a reset, and she restructured the business around her strengths. Her advice: figure out what brings you joy in the business, and protect time to do more of it. Otherwise, you risk drifting into micromanagement or burnout. The episode also digs into practical growth tactics from the early days that still work. Gini recalls how she built her pipeline by developing relationships with business development leads at large agencies. When prospects came in below their fee threshold, they’d refer the work her way—a principle that remains just as relevant today. Both hosts encourage owners to revisit their “things I’d never do” list from when they started. It’s worth checking whether you’ve quietly drifted into those same patterns over time. Key takeaways Chip Griffin: “Agency owners often ask me, what should I do next? And the answer is very different depending on what you’re trying to accomplish with the business.” Gini Dietrich: “We say this to clients all the time, go back to the basics. It works. And it works for your agency, too.” Chip Griffin: “You need to do what’s right for you. And so, I think that the key to that is really going back to your roots, understanding what motivated you to get started, what drove that success in the early days.” Gini Dietrich: “You want to focus on the things that you are great at, and the things that make you the happiest, and the things that are most motivating to you, because that’s how your business will grow.” Turn Ideas Into Action Write down why you started your agency and what drove your early success. Block 30 minutes to identify patterns from those early days that you could leverage again for growth or business development today. Identify one thing that energizes you most about the work—then carve out time to do more of it. Even if it’s behind the scenes (like strategic brainstorming or quarterly client reviews), injecting that spark back into your role helps prevent burnout. Make a quick list of “things I swore I’d never do” when you started. Check whether you’ve drifted into any of those patterns on inertia—and decide if it’s a learned lesson or a habit worth breaking. Related Do you remember why you started your agency? Why one-size-fits-all advice doesn't work for agencies View Transcript The following is a computer-generated transcript. Please listen to the audio to confirm accuracy. Chip Griffin: Hello and welcome to another episode of the Agency Leadership Podcast. I’m Chip Griffin. Gini Dietrich: And I am Gini Dietrich. Chip Griffin: And Gini, I’m thinking way, way back, way back decades now to why I started my agency. Gini Dietrich: Oooh. Decades, huh? Chip Griffin: And I can’t remember ’cause I’m too old now, so. No, Gini Dietrich: you can too remember. Chip Griffin: Well, I mean, the honest answer is that I started my first agency was because I was unemployed. And it was better to describe myself as a consultant than unemployed. Yeah. Sure. And then than accidentally started accumulating business. Yeah. But I, but I do think it, it is a helpful exercise for us to go back and, and think about why we started the businesses or, or maybe not, in some cases, like mine, because I was unemployed, is not the greatest explanation. So you know more why did I decide to, to, to build it into an actual business. Gini Dietrich: Why? To keep going. Yeah. I think that’s good, especially as we’re, we’re thinking about starting out the new year and remind ourselves, you know, of the reasons that we started this. Some of us do it because we’re, we’re unemployed. Some of us did it because we found a better, we, we think we had a better way of doing things. Some of us did it because we have a problem with authority. Some of us did it ’cause we’d make terrible employees. I mean, there are lots of different reasons, but I think reaching back into our archives in our brains and thinking about why we did it or why we, I think that you’re right, why we continue to do it is a, is a really good exercise. Chip Griffin: Yeah, I mean, I, and, and I’ve said over and over again over the years that, that I think too many agencies operate on inertia, as opposed to any kind of a, a fundamental strategy. And so, you know, it’s very easy to say as, as I’m sure many people ask you as they do me, well, what’s the, what’s my next step? Here’s where my agency is now, what, what should I do next? And the answer is very different depending on what you’re trying to accomplish with the business. So trying to think back to those early days and what motivated you to start the business. Evaluate it because it, that may have changed, right? You, you may have started it because it served a particular need in the moment, and maybe it’s different today, but thinking about that and thinking about what you really want from the business is usually a better way to come up with strategic decisions than it is to say, well, what do other agencies like mine do when they get to this stage of growth or to this challenge? It’s, you really need to to match it up because otherwise, what’s the point of taking on all of that risk and stress of being a business owner? Gini Dietrich: Yeah. I mean, a really good example of that is I really thought I wanted to build a great big agency with hundreds of employees and, and clients around the globe and all of the, all of the things. And as I started to grow and we got to about 30 ish, 33, 32 people, I realized that’s not what I wanna do. Right. It was not enjoyable. I had built a company that I was not thriving in, that I didn’t enjoy leading. You know, I was dealing mostly with HR issues and not doing the work. And so the, the Great Recession did afford me the opportunity, unfortunately and fortunately to kind of take a step back and, and think about what kind of business do I want to have? And what kind of business do I want to lead? And while we’re back up to that same size, it’s a different structured business that allows me to focus in on the things that I do best and do the things that I enjoy versus HR ’cause that is not something I enjoy at all. Chip Griffin: I, I think I’ve yet to meet an owner who likes, enjoys doing HR or accounting or those sorts of things. Not fun. There are some who do it well. But don’t enjoy it. But I, I don’t think I’ve found any that actually enjoy doing it. So, but, but I think that, you know, as you think back to those early days and you think about what motivated you, it can often help you to figure out, you know, what is, what is that spark that you need in the business for you to either continue enjoying it for a longer period of time or bring back some of that, that joy that you had in those early days. Because I know a lot of agency owners these days are, are frustrated and, you know, trying to figure out how to change things for the better. And I think part of the way you inform yourself of that is by thinking back to those early motivations and figuring out how you can inject more of that into your business today. Gini Dietrich: Mm-hmm. Yeah, I think it’s, I think it’s really important to do that. And I think there, you know, for me personally, I get really passionate and enjoy my job when I’m learning and doing new things. So artificial intelligence, of course, has been a great big thing for me because I’ve really enjoyed learning it and understanding it and implementing it into my business and then taking it to clients. You know, last month we launched the PESO operating system, AI edition, where the AI prompts you instead of you prompting it. So it will say, what are your business objectives? What are you trying to achieve? What are your audiences? What are your messaging? And then it builds a PESO program for you that’s fully integrated versus you saying I need you to act like a marketing director who can, who understands PESO and can build this and this. It’s that. So I like, those are the kinds of things that really get me excited. And building those kinds of things gets me excited and motivated. So it’s, it’s easy because I understand that about myself. It drives my team crazy ’cause they’re like, oh, she’s got something new. Or my, their favorite thing is, I had an idea. And they’re like, oh no, no, not again. But that’s what keeps me, yeah, that’s what keeps me motivated. So finding a way to understand what brings you joy in the business, I think is incredibly important. So that without exhausting your team, of course, but doing it in a way that keeps you motivated and, and not burned out. Chip Griffin: Yeah. One of the things that always used to, to drive my teams nuts was I would say, you know, over the weekend I was playing with this new thing. And, and you could just see the looks on their faces and they’re like, oh, this is a lot more work for me now. Gini Dietrich: This is gonna be fun. Yep. Chip Griffin: This is, yep. Yep. They, they never seemed to appreciate it the way that I had hoped they would when I came to them. Correct. With these, these brilliant brainstorms of mine. Gini Dietrich: Yes. Chip Griffin: I, and I think as, as you know, founders of agencies, most of us come in with some sort of that. Idea that, that we want to be creative or strategic or those kinds of things. And as we end up in more of a management role, we have less and less opportunities to do it. So I, I think that, that rather than giving up on that dream, we need to figure out how we can sprinkle enough of that in there to keep ourselves motivated. We can’t give up the, the management piece. We can’t give up the business development piece. Many of us would like to. But the, the reality is that, unless you’ve built a fairly large agency, you just don’t have the ability to pull yourself out of that, as a solo owner. But it doesn’t mean that you have to give up on those things entirely. You can carve out a piece of time to work on that, and if you are structuring your role in such a way that you’re enjoying what you’re doing, it also means that you’re frankly less likely to be doing the, the, the bad things that founders of businesses can do, which is micromanagement and tinkering with things that you don’t really belong in because you, because you’re not occupying yourself with the things that really motivate you. And instead, you’re continuing to try to do every aspect of the business. And that’s where you start to, to run into team morale problems quite often. Gini Dietrich: Yeah. You know, I think one of the biggest lessons I’ve learned over the years is that, yes, I can do the work, and yes, I can probably do it pretty well, but is it really something that I should be focused on? And if not, is it something that I can pay an expert to do because in the long run, it’ll cost me less money, less time, less resources, all of the things. And I know as small agency owners, it’s really hard to say, gosh, I’m gonna have to spend $2000 or $3,000 a month on an expert. When in fact it might save you, you know, 15 or 20 grand on the backend. So I think you have to think about these things as investments in your business and investments in your time so that you can focus on the things that, that you are great at and the things that make you the happiest and the things that are most motivating to you, because that’s how your business will grow. Chip Griffin: Absolutely. And if, if that happens to be being creative and strategic, then, then you can, you shouldn’t be doing it day to day in all likelihood for clients. Sure. But you should find ways to do it either as part of, you know, quarterly or annual client reviews. Or internal brainstorming sessions that you’re engaging in. There’s a lot of things you can do behind the scenes to be useful and, and to, to exercise those muscles in a way that that gives you satisfaction. But doesn’t put you on the front lines so that you’re, you know, now the, the one that the, the client decides they’re gonna call every time they’ve got an issue. Because that, that ends up eating up a lot of your time in a way that probably you’re not going to enjoy. So sometimes it’s doing things behind the scenes that gets you the, the most value, or doing annual in person with the client. But they understand it’s special that you’re here, this is not. Mm-hmm. Mm-hmm. This is not something they can or should expect every week. Gini Dietrich: Yeah. You know, I, I know I’ve talked about this before on the podcast, but we do quarterly planning with our clients. We do a quarterly look back, and then we, you know, say, okay, based on metrics and data and all that and your priorities, here’s what we’re suggesting for quarter two or in the next quarter. And that has afforded many opportunities. A, for me to, to work in my where I’m, where I’m strong, but it also almost always gets us more money. So when you’re, when agency owners are like, oh, should I do a cost of living raise every year? Should I increase by 10 or 15% every year? That kind of goes away because you are getting new projects every quarter based on the the plan and the strategic strategy and creativity that you’re providing to the clients every quarter, because they’re like, oh gosh, yeah, we should actually do that. And some, and sometimes they’ll say, we don’t have extra budget. Can we move some things around? Which is okay, but most of the time they’ll say, you know, we, we have a little extra budget. Let’s focus on doing that. We have to launch a new website. Here’s some extra budget for that. We have to do a series of webinars to maintain our CEUs. Let’s here’s a little extra budget for that. So there are things and opportunities for you to, for lack of a better term, term upsell when you’re doing these quarterly meetings versus waiting for the annual. Chip Griffin: Yeah. And, and so, you know, finding a way to, to inject yourself in those things is a valuable exercise. Absolutely. From that, look back to the early days. But the other thing that that can be helpful in looking back to your early days of your agency is, you know, what helps drive your early success? Because a lot of times when we’re trying to find solutions to our current growth issues, we can find clues in some of those early days and mm-hmm. A lot of that, you know, in the early days of, of most agencies, it may be that low hanging fruit from personal networks and things like that. But there are usually other patterns that you might be able to see there that might help you to understand what are, what are the basics that you need to go back to? How do you, how do you employ some of those rather than, than focusing on, you know, all of the fancy new things that you see, you know, some, you know, genius podcast hosts talking about as far as how to grow an agency and instead say, Hey, this is what worked for me. Yep. Because you may find something that works again today. Gini Dietrich: Yeah, absolutely. I mean, we say this to clients all the time, but going back to the basics. It works. And it works for you too, so absolutely you should think about those kinds of things. Chip Griffin: Yeah. I mean, you didn’t get here by accident. Well, maybe you got, maybe it’s a little bit of an accident sometimes that happens. Maybe, yeah. Some of it. But, if you’ve had any longevity at all, even a few years of longevity as an agency owner, there are patterns that you can find usually that started in those early days. That you can lean into for understanding and rather than trying to do something wild and different, focus on the things that you know, you’ve proved can work for your business. Gini Dietrich: Yeah. One of the things, if I were to dig back into the archives, one of the things that worked extremely well for us is I had developed relationships with people who did business development at the large agencies, and what I found is that if they had an RFP or a current client or a prospect come in and say, we only have a quarter of a million dollars to spend. They’re not even gonna look at that. And so they started just referring that business to us, which is how I grew the business. Mm-hmm. So if I think about that now, how could we replicate that kind of, you know, pipeline development? It was extremely effective. And I, I gift that to all the listeners too. Like there are larger agencies in all of your cities that they have a certain threshold, and if any something comes in below that, they are happy to refer business. So there is, there is one way for you to start thinking about how am I going to, you know, keep myself motivated? How am I gonna keep my pipeline full? How am I gonna keep cash coming in? That’s one of the things that you can think about. Chip Griffin: Yeah, and thinking those things through. I mean, sometimes it’s not a one for one where you did exactly the same way you did it originally, but you take that nugget of an idea. And you know, things like, finding other people who can refer you business that’s not quite a fit for, for them, but might be for you. It’s a good reminder to be out there and having conversations with your peers. With people even that you might perceive sometimes as competitors, because there are often opportunities. In the work that I do with agencies, it’s not uncommon for some of the other consultants in the space to refer clients to me that are a better fit for my background and the kinds of agencies that I work with and vice versa. Because you know, we all have our specialties. And as an agency you have your specialties, so it is very common for many agencies to have grown this way. So certainly something to be looking at today, particularly if you’re struggling to find that new business in 2026. Gini Dietrich: Yeah, I think I really love the advice of thinking back to how you got to where you are and some of the things that you did, and going back to basics a little bit, because those are the things that are going to continue to work. And to your point, maybe tweak a little bit to make a more, be more effective in ’26. Chip Griffin: I mean, it also puts you in the right mindset, I think, because if you’re thinking back to those early stages, that tends to be when many agencies have the most growth, when things are most exciting. And so if you can try to bring back even a sprinkling of that, that can be really helpful. Particularly when times are tougher, or you’re looking for the inspiration to take things to the next level or whatever challenge you may be facing today, those lessons can be extremely valuable and also motivating at the same time. Gini Dietrich: Absolutely. Yeah. I used to, I used to get mad at companies that would hire big PR firms for like brand awareness and, you know, sending news releases and they didn’t get any coverage. They didn’t get any results. And I would get, I would get angry and I would call the company and be like, you’re so stupid. I would never do that today. But I had such a, I was just so naive and passionate about what we were doing, that it didn’t bother me to call and be like, we can do this significantly better for you. And in some cases they laughed and hung up on me. And in some cases, like we became agency of record. Like we took AOR away from Fleischman Hillard one year from a big, big company with a big, big company. And it was because I made a phone call where I was like, I can’t believe that you’re spending this kind of money and getting these kinds, these lackluster results. They were like, all right, let’s listen. I don’t think I would do that today, but it worked. Chip Griffin: Right. But, thinking back to those things can help you do two things. One is to think some of the positive things that you can do or the affirmative steps, right. That you can take. But the, but sometimes looking back to, to how you got started can also be reminders not to do certain things. Gini Dietrich: Sure, sure. Chip Griffin: So, particularly if you’ve started an agency and maybe you worked at an agency previously when you started, you probably had this laundry list of things. I would never do these things as an agency. And I, I think back to my first agency and some of the agencies that I had worked with previously, you know, did a lot of what I felt was nickel and diming of you in terms of back in the day charging you for faxes and photocopies. Sure. Yes. And all sorts of little expenses. And so, you know, I was committed back then to making sure that my invoices were always clean and simple and fixed, and I just worked in the cost of all of these things. Into my total cost of doing business so that I never had to aggravate a client. Fast forward to today. If I found myself doing that, I, by looking back, I would say, wait a minute. Let me think about that. Am I, am I being true to what my vision was of the business? And if not, is that because I’ve actually learned something and it does make sense to do what I thought was wrong back then. Because I mean, you can learn and grow. There’s nothing wrong with that. Sure. Or have you just fallen into the trap because you walked around and you saw other people doing it. So you said, well, I’m gonna start charging for faxes too. And if you’re charging for faxes in 2026, by the way, Gini Dietrich: we have a problem, but Chip Griffin: we have a huge problem because, what the heck are you using that fax machine for? Let alone that you’re charging for it. And by the way, where did you find a fax machine? Because I haven’t seen a fax machine in person in a really long time, except maybe like at the back of a doctor’s office. The, you know, Gini Dietrich: the bank and the doctor’s office. Yeah, I think that’s it. Chip Griffin: Well, I haven’t, I don’t, I kind, I haven’t been inside a bank in a long time, but Gini Dietrich: yeah, Chip Griffin: everything’s, everything’s electronic now. Gini Dietrich: Yeah. There’s no need for that. Chip Griffin: But yeah, think, think back to those, those motivations that you may have had that rather than I want to do this, it was, I never want to be the kind of agency that does this. Because it, it is really so easy to fall down those rabbit holes over time without even realizing that you’re just, you’re doing the same things that, that you didn’t ever want to see when you started your business. Gini Dietrich: Yeah. And I think it’s so easy to sit on social media, and you’ll get served ads from experts who say this is the way that you should do things. And in some cases it might work. And in some cases you might be like, there’s no way. And I think it’s really easy to listen to somebody and say, yeah, but we went from $3 million in debt to making $3 million a day, like, you know, these wild claims. And then you kind of get sucked into that. I think if you’re really true to who you are and what kind of agency you want to build, that’s going to enable you to say, this just doesn’t feel right to me. I’m not, I’m just gonna… great if he’s really making $3 million a day, I need to just bypass this one. Chip Griffin: Because you need to do what’s right for you. And so, I think that the key to that is, is really going back to your roots, understanding what motivated you to get started, what drove that success in the early days. And by understanding the, the early months or years of your agency, the more that you can inform some of the decisions that you’re making going forward one way or the other. Gini Dietrich: Absolutely. Absolutely. Yeah. Think about it. It’s a good way to start ’26. Chip Griffin: Nice positive way. We, we managed to get through an episode here without beating up on our listeners. We didn’t start the year on a negative note, did we? We started positive. We did. Think about, we think about what has worked for you previously. Yes. And do more of that. Do more. So we will do more of this on a future episode of the Agency Leadership Podcast. But in the meantime, I’m Chip Griffin. Gini Dietrich: I’m Gini Dietrich. Chip Griffin: And it depends.

Building a company isn't glamorous - it's brutal, uncertain, and rarely as fast as the headlines suggest. But it's also where real growth happens.In this Season 9 kickoff, Logan and Evan sit down to reflect on a pivotal 2025 and share what's ahead. Logan announces he's joined Valent full-time after months as a contractor and angel investor, while Evan shares updates on scaling the AI-powered RFP platform now landing major enterprise customers.The conversation covers the real cost of entrepreneurship, why Logan's attempt to launch DevelopLou didn't pan out, how AI is transforming B2B sales without replacing the fundamentals, and Logan's new "Mission Critical" content series focused on energy, defense, and advanced manufacturing. They also touch on DevelopLex's breakout partnerships with Commerce Lexington and Downtown Lexington Partnership, and why Middle Tech will keep going - even if it never becomes a big business.Hosted by Logan JonesMiddle Tech is proudly supported by:KY Innovation → kyinnovation.comAwesome Inc → awesomeinc.org

Welcome back to #WithSONAR! This week, we're diving into Batch Rate Intelligence, SONAR's multi-lane pricing tool designed to support short-term pricing decisions and RFP strategy with downloadable, market-aligned rate intelligence. In this session, you'll learn how to: -Access Batch Rate Intelligence within SONAR applications -Upload lanes using the downloadable template or work directly in the UI -View real-time broker-to-carrier spot rates updated daily -Compare spot and contract rates (where available) to evaluate margin and spread -Understand lane scores to gauge capacity difficulty and pricing leverage -Monitor daily rejection rates to anticipate spot rate pressure -Export full datasets for Excel-based RFP analysis and customization Batch Rate Intelligence is an add-on within SONAR and is especially valuable as we head into RFP season, helping ensure your pricing reflects real-time market conditions.

Send us a textJamie Rosenberg is the Founder and Executive Chairman of ClassWallet, a fintech platform modernizing how public education funds are distributed to schools and families. A longtime social impact entrepreneur, he previously founded AdoptAClassroom.org and has spent over two decades focused on getting dollars closer to students.

RFP - 'Unveiled' by Yasmine Mohammed, discussed by Sara Ghorbani and Lierre Keith.A pre-recorded webinar first shown on 11th Jan 2026 at 10am UK time.On Sundays (10am UK time), our webinar series Radical Feminist Perspectives offers a chance to hear leading feminists discuss radical feminist theory and politics.Attendance of our live webinars is women-only, register at https://bit.ly/registerRFP

Send us a textHenry Motte de la Motte is the Founder and CEO of EDGE Tutor, a global tutor outsourcing company supporting over 50 leading education and training organizations. Under his leadership, EDGE Tutor has scaled to 1,000+ teachers across 30+ countries, delivering millions of live tutoring sessions with a focus on quality, reliability, and human-centered learning.

In this episode of the Federal Help Center Podcast, Randie Ward pulls back the curtain on one of the most frustrating barriers in GovCon: finding the right person to talk to. From leveraging tools like ZoomInfo and federal data sources to dissecting agency budgets and understanding why program managers are intentionally harder to find, this episode shows how winning contractors turn research into access. Eric also explains why relationship-building isn't about one email or one call—it's about consistent, informed follow-ups that position you as prepared, professional, and serious long before an RFP is released. Key Takeaways Finding the right contact is often harder than identifying the opportunity Agency budgets reveal priorities before solicitations exist Relationships are built through persistence, not one-time outreach If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/  Website: https://govcongiants.org/  Connect with Encore Funding: https://www.encore-funding.com/ 

Montgomery County Volunteer Fire and Rescue Association is defending its right to receive county emergency transportation funds after an IG report says they are not eligible. Rockville Councilmember Adam Van Grack and Gaithersburg Councilmember Yamil Hernandez face off over the Wootton High School solution. National Park Service has RFP out for redeveloping nearly 40 acres of Rock Creek Park to expand Carter Barron tennis complex. And  more. Music by Kara Levchenko.

Send us a textNolan Bushnell is the founder of Atari and Chuck E. Cheese and is widely known as the father of the video game industry. Dr. Leah Hanes is the CEO of ExoDexa, co-author of the ExoDexa Manifesto, and leads the Two Bit Circus Foundation, where she has impacted over 460,000 students through game-based and project-based learning.

Send us a textJoin hosts Alex Sarlin, Ben Kornell, Michael Horn and Dhawal Shah as they break down major moves in online learning, AI, and higher education shaping the end of 2025.✨ Episode Highlights:[00:00:00] Coursera and Udemy announce a $2.5B all-stock merger forming a 175M-learner platform[00:00:30] Michael Horn on Coursera's growing leverage over university partners[00:02:08] Ben Kornell explores Coursera's potential to become a global university [00:05:40] Dhawal Shah explains the financial motivations behind the merger [00:09:54] Michael Horn compares the deal to the 2U–edX acquisition [00:11:54] The hosts discuss channel power and aggregation in edtech [00:16:49] Debate on Coursera's acquisition strategy and platform future [00:21:43] Dhawal Shah on why these businesses may perform better as private companies [00:22:33] Ben Kornell outlines Coursera's two paths: efficiency or AI-led reinvention [00:30:24] Gaps in online learning around mentorship and advanced skills [00:35:29] OpenAI's latest release and rising competition with Google Gemini [00:38:55] Why content and IP still matter in the AI era [00:48:36] Purdue introduces an AI competency requirement for graduatesPlus, special guests: [00:52:54] Isabelle Hau, Executive Director of the Stanford Accelerator for Learning, on human-centered and social AI in education 

We got the ball rolling in 2025 with this episode, and it ended up at the very top of the activity list, so we'll close out the year with it as well! Thank you, Dr. Eric Bricker for joining us in the studio for Episode 48 of the Astonishing Healthcare podcast. Known for his entertaining and educational videos covering all sorts of hot topics in and around healthcare and employer/employee benefits, Dr. Bricker and host Justin Venneri discussed the issues of high-cost drugs and access to claims data - two topics he covered on AHealthcareZ - Healthcare Finance Explained - that should [still] be top of mind for plan sponsors as pharmacy costs continue to rise.Dr. Bricker shared several ways employers, depending on their size and risk tolerance, may be able to navigate the challenge of rising pharmaceutical costs for orphan and other expensive drugs - including GLP-1s. He also explains how the RFP process can be used to secure the plan's claim data, which is necessary to meet fiduciary obligations. While every plan is unique, most plan sponsors face similar challenges that the traditional PBM model isn't flexible or aligned enough to solve.Lastly, Dr. Bricker expressed astonishment by the complacency out there, but he was right! The setup was perfect for an acceleration in the pace of change in 2025, and we see the momentum carrying over into 2026 - so, tune in to hear why, if you didn't catch Episode 48 the first time around.AHealthcareZ Reference VideosHigh Cost Orphan Disease Drugs ExplainedDo Employers Own Their Claims Data? It's Complicated.Related ContentAH030 - Plan Sponsors Need a Source of Truth; Get Your Data Now & Find It, with Jeff HoganHow to obtain Rx data and what to do with itAH093 - Health Benefits that Work for Everyone: Aligning Incentives & Focusing on Members' Needs, with Susana Villegas SpillmanWhy Savings Don't Materialize: The Truth About Pharmacy Benefit Procurement eBook (Free)For more information about Capital Rx and this episode, please visit Judi Health - Insights.

In this episode of the Federal Help Center Podcast, Randie Ward breaks down the critical difference between tactical and strategic contracting. Randie walks through how experienced contractors identify expiring contracts, research incumbent awards, and uncover the real people behind the requirement—before the RFP ever hits SAM.gov. The episode reinforces a core truth in federal contracting: winning isn't about reacting to opportunities, it's about positioning early through relationships with the program office and end users. Key Takeaways SAM.gov is a tool—not a strategy Contracting officers sign awards, but program offices drive decisions Expiring contracts are your best window to build relationships early If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/ Website: https://govcongiants.org/  Connect with Encore Funding: https://www.encore-funding.com/ 

In this episode of the Govcon Giants Podcast, Eric Coffie sits down with Shelley Hall, a former warranted contracting officer with 32 years inside the federal government and now VP of Client Services at Skyway Acquisition Solutions. Shelly shares a rare behind-the-desk perspective—from her time supporting Air Force and Space Force missions to helping contractors navigate today's chaotic procurement landscape. She explains why not all agencies shut down, where opportunities still exist, and why contractors who stay flexible and informed continue to win—even when others panic. The conversation goes deep into real contractor mistakes that quietly kill opportunities: overestimating capabilities, chasing everything instead of focusing, abusing NAICS codes, and misunderstanding how FAR rules actually apply across agencies. Shelly also breaks down how small businesses can influence outcomes before the RFP drops—through market research, RFIs, and smart engagement with small business liaisons. Her message is clear: success in GovCon isn't about bidding harder—it's about showing up earlier, sharper, and more strategically. Key Takeaways Stay in your lane: Overstretching capabilities is one of the fastest ways to lose credibility with contracting officers. NAICS overload is a red flag: Too many NAICS codes signals confusion, not versatility. Market research wins contracts: RFIs and early engagement shape requirements long before proposals are due. If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/  Website: https://govcongiants.org/  Connect with Encore Funding: https://www.encore-funding.com/  Shelley's Linkedin:  https://www.linkedin.com/in/shelley-hall-1674a688/

Send us a text2025 was a defining year for AI in education. From rapid adoption to rising educator confidence and growing questions about what comes next.In Part 1 of our year-end reflections and predictions, Alex Sarlin and Ben Kornell revisit their 2025 reflections and look ahead to what 2026 may bring for EdTech, AI, and the future of learning.

What do you do when your EHR vendor suddenly shuts down and you only have months to find a replacement? For Sound Physicians, that deadline sparked a bold pivot - one that put APIs and collaboration at the center of their technology strategy.In this interview, Dria McCluskey, SVP of Innovation and Technology at Sound Physicians, and Venky Chellappa, VP of Sales and Business Development at CharmHealth, share how they tackled a high-stakes RFP and built a partnership that will help both organizations in the years ahead. What could have been a crisis, became a solid foundation through close collaboration, dedicated executive leaders, and a willingness to stretch in new directions. The lesson for all Health IT vendors: It's not always about features. It's about being easy to work with too.

Not every RFP on SAM.gov is worth chasing—and bidding the wrong ones can drain your time, money, and momentum. In this Federal Help Center episode, Ryan Atencio breaks down how to spot "pre-wired" solicitations, why ultra-specific requirements are often a warning sign, and how smart contractors win by understanding the end user, not just the contracting office. From badge flipping strategies to targeting the real technical decision-makers, this episode pulls back the curtain on how contracts actually get awarded—and how small businesses can position themselves to win without burning out. Key Takeaways Most RFPs are already shaped for someone—learn when to walk away instead of forcing a bid Highly specific personnel and past performance requirements are major red flags Winning often starts with the end user, not the contracting officer If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/ Website: https://govcongiants.org/  Connect with Encore Funding: https://www.encore-funding.com/ 

Send us a textRene Kizilcec is an Associate Professor at Cornell University, where he directs the Cornell Future of Learning Lab and leads the National Tutoring Observatory. His research focuses on learning science, AI in education, and the behavioral and computational factors that shape student success. His work has appeared in Science, PNAS, and other top journals.

In this episode of the Econ Dev Show, host Dane Carlson talks with Joya Stetson, Community Development Director at the Minnesota Valley Transit Authority (MVTA), about how transit directly shapes workforce access, development costs, and long-term community competitiveness. Joya unpacks “first mile/last mile” barriers and how tools like microtransit and service tweaks can turn missed connections into real outcomes, including route changes that unlocked student internships and boosted ridership. They dig into suburban realities like coverage vs. ridership, post-COVID recovery, and why transit belongs inside RFP workforce narratives, land-use planning, and even parking requirement conversations. Like this show? Please leave us a review here (https://econdevshow.com/rate-this-podcast/) — even one sentence helps! 10 Actionable Takeaways for Economic Developers Get your transit provider “at the table” early for major projects, not after the announcement, so service planning can match real hiring needs. Treat “workforce access” as more than unemployment rates: explicitly describe how transit expands the labor pool and reduces absenteeism and turnover risk. Audit first-mile/last-mile gaps for key job centers, campuses, and training sites; don't assume a route nearby means people can actually reach it. Use microtransit strategically to bridge gaps, but pair it with fixed routes when predictable arrival times matter (classes, shifts, internships). Build a “route change wins” pipeline: channel feedback from chambers, employers, schools, and workforce boards into concrete service-change proposals. Include transit in your site selection/RFP package (especially the workforce section): routes, frequency, last-mile options, and how employers can engage. Coordinate transit with land-use planning and TOD goals so comp plans and transit plans evolve together instead of living on shelves. Use transit to reduce development friction: make the case for lower parking requirements where transit access supports it. Map housing-to-transit-to-jobs (especially affordable housing) to show actual accessibility and to target investments or service pilots. Frame transit as competitiveness and sustainability: companies care about low-carbon performance, and mobility options are part of that story. Special Guest: Joya Stetson.

In this Best of '25! episode of the Astonishing Healthcare podcast, Lisa Ellerhorst (Sr. Director, Customer Care Operations) and Sonia Pettis (Manager, Customer Care Operations) discuss our approach to member care! Lisa and Sonia have been with Judi Health (Capital Rx) since 2020 and have helped Will Tafoya develop our unique contact center model from the ground up. Building on Episode 34 - Customer Care in Healthcare: Setting a Higher Bar, and the questions plan sponsors and benefits consultants often ask during the RFP process (Episode 84), this episode covers:Several of the most frequent reasons plan members call and how those questions are handled, including switching a prescription from retail to mail and vice versa, prior authorizations for GLP-1s, and more.How to navigate transitions and focus on quality care (over speed).What it takes to maintain a high level of customer satisfaction (99%) while handling a 50% spike in call volume year-over-year.The communication strategy used to educate members and help them navigate new offerings effectively.The role of AI and how agentic AI can support member care and free up our skilled, PTCB-certified reps to handle more complex issues.Future-proofing the service model and preparing for the 2026 welcome season.Related ContentPharmacy Benefits 101: Building an Award-Winning Call Center from ScratchAH017 - Pharmacy Benefits 101: Prior AuthorizationHow employers can take back control of unnecessary pharmacy spendingCapital Rx's Customer Care Team Wins 5 Stevie® Awards for Customer ServiceWatch: Are Your Prior Authorizations Actually Working?For more information about Capital Rx and this episode, please visit Judi Health - Insights.

In this encore episode of 'Relentlessly Seeking Value,' host Stacey Richter revisits an inspiring conversation with Marilyn Bartlett, a CPA who transformed the State of Montana's employee health plan from a $9 million deficit to a $112 million surplus within three years.  Known for her fiscal discipline and patient-first approach, Marilyn shares her strategic steps, from identifying waste in the system and securing quick wins to negotiating better deals with hospitals and ensuring long-term success. She emphasizes the importance of assembling a strong team, maintaining transparency, and staying focused on the ultimate goal of creating real health value. This episode is a must-listen for anyone looking to drive meaningful change in the healthcare industry. === LINKS ===

In this episode of the Rainmaker Podcast, Gui Costin sits down with Brian Willer, Senior Vice President and National Sales Manager of Institutional Business Development at Federated Hermes, to discuss leadership, communication, and the operational discipline required to scale an institutional sales organization.Willer begins by reflecting on his early background growing up in Maine with no direct exposure to investment management. His interest in financial markets was sparked by curiosity rather than formal guidance, eventually leading him to Bryant University, where a trading simulation room cemented his desire to enter the industry. He launched his career at Fidelity Investments on the inside sales desk, gaining foundational training during the Global Financial Crisis. This period proved formative, teaching him how to navigate difficult market environments, client uncertainty, and the importance of preparation and resilience.After several years at Fidelity, Willer sought a path that allowed him to move into the field without leaving New England. Following a stint in recordkeeping sales, he joined Federated Hermes in 2013, entering the institutional business during a period of growth. Over time, he progressed into a leadership role overseeing an eight-person institutional sales team across North America, while working closely with the firm's liquidity, treasury, and consulting relations groups.A central theme of the conversation is culture and communication. Willer emphasizes that Federated Hermes' culture is built on trust, transparency, and long-term tenure, supported by a relatively flat organizational structure. He believes leaders must stay deeply connected to their teams, noting that sales leadership cannot be effective from a distance. His communication model blends structure and consistency—biweekly team meetings, monthly one-on-ones, and formal quarterly reviews—with constant daily interaction to stay close to opportunities, challenges, and client conversations.Willer also highlights the importance of tapping into collective intelligence. He encourages open sharing across the team, allowing reps to learn from one another's positioning strategies, client objections, and successful approaches. By deliberately creating forums where ideas and insights are exchanged, he helps eliminate silos and raise the performance of the entire group. This philosophy extends beyond sales to cross-functional collaboration with product, marketing, and RFP teams.The discussion also covers the role of CRM systems, particularly Salesforce, as a core business tool rather than an administrative burden. Willer stresses the importance of data quality, capturing meetings early, and documenting detailed notes to support long institutional sales cycles. A well-maintained CRM enables better internal coordination, more relevant client outreach, and improved prioritization across teams.When asked about leadership philosophy, Willer describes his approach as trust-based and intentional. He prioritizes kindness, thoughtful communication, and honest feedback delivered in the right setting. For young professionals entering the industry, his advice centers on building relationships early and focusing on controllable factors such as preparation, process, and continuous learning. He concludes by noting that time management is his greatest challenge as a leader, and that prioritizing what best serves clients and the team is the framework he uses to stay focused and effective.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

Okay family, pull up a chair because we need to talk. Washington State recently became the third state in America to fund a reparations study for African Americans, and it should be a moment to celebrate. The Legislature allocated $300,000 in seed funding, and the Washington Equity Now Alliance — a community-based organization doing the real work — raised another $450,000 to ensure this sacred study is done right. Governor Ferguson signed the law that spells out who’s qualified to lead the study: a PhD focused on reparations, peer-reviewed publications, expertise in calculating uncompensated slave labor, and lived experience. So far, so good, right? But here’s where it gets messy. The Department of Commerce is creating its own procurement rules, and its decisions are now preventing the community from securing qualified consultants for this work. Somehow, an “apparent successful bidder” has been named – a company called Truclusion that doesn’t appear to meet ANY of the legal requirements got through the procurement process — while the nation’s leading reparations scholar, an UCLA endowed chair and Howard University department head who literally wrote a BOOK on Reparations, was denied due process on a technicality when he asked for his legal right to a debriefing. How is the state this incompetent with something this important? Sisters Audrey and Melannie sit down with Attorney Jesse Wineberry Sr. — former five-term state legislator, first Black House Majority Whip in Washington’s history, and Chair of WENA — to break it down, shed light on the matter, and invite the community to take action. Somethin’ ought to be said. What say YOU? Links Washington Equity NOW Alliance Reparative Study for Washington Descendants – Washington State Department of Commerce Truclusion Website (Apparent Successful Bidder) Dr. Marcus Anthony Hunter Dr. Marcus Anthony Hunter – Achievements Marcus Anthony Hunter – UCLA Sociology Review of City-Level Reparations across the United States (.PDF) Dept. of Commerce WENA Community Partner Designation (REPARATIONS STUDY) (.PDF) WASHINGTON REPARATIONS STUDY BUDGET (.PDF) Calls to Action Support Dr. Marcus Anthony Hunter The Department of Commerce has denied Dr. Marcus Anthony Hunter his legal right to a debrief in accordance with Washington State Law RCW 39.26.170(2). He now must incur legal costs to challenge this injustice. It's not about the “contract” anymore – it's about the “principle” of the matter and the blatant disrespect of “Black Excellence.” Please support Dr. Hunter in this fight. This work is SACRED and COLLECTIVE. Donate here File a public records request Department of Commerce – Public Records Request Office of the Governor – Public Records Request CUT & PASTE THIS TEXT INTO YOUR EMAIL PUBLIC RECORDS REQUEST Pursuant to RCW 42.56, I request all records in any format—including emails, texts, memos, notes, meeting minutes, and other documents—related to COMMERCE RFP 26-33740-001 (Charles Mitchell and George Washington Bush Reparations Study), managed by Michelle Griffin, Department of Commerce: 1. Bidder Evaluation and Selection All proposals submitted in response to the RFP Individual and composite scores for all bidders Identities of all scorers/selection committee members Evaluation criteria and scoring rubrics Deliberations and comparative analyses All records supporting the selection of Truclusion as the apparent successful bidder All communication transmitting Dr. Hunter’s proposal to the scoring committee 2. Deadline Extension All communications and justifications regarding the November 10, 2025 decision to extend the contractor announcement deadline from November 5-10 to November 18, 2025, including the stated need for “additional time for scoring” 3. Delegation of Authority Any documents authorizing the Department of Commerce to delegate review and selection duties for this RFP to the Commission on African American Affairs 4. Conflict of Interest Documentation All signed conflict of interest disclosure forms and/or waivers executed by selection committee members CONTACT: DEPARTMENT OF COMMERCE commercewa@govqa.us Natasha Langer Public Disclosure Specialist Operations Division Office Services 360-725-3156 THE GOVERNOR’S OFFICE publicdisclosure@gov.wa.gov Tricia Smith Director of Public Information & Records 564-200-2106

This week on The Geek in Review, we sit down with Jennifer McIver, Legal Ops and Industry Insights at Wolters Kluwer ELM Solutions. We open with Jennifer's career detour from aspiring forensic pathologist to practicing attorney to legal tech and legal ops leader, sparked by a classic moment of lawyer frustration, a slammed office door, and a Google search for “what else can I do with my law degree.” From implementing Legal Tracker at scale, to customer success with major clients, to product and strategy work, her path lands in a role built for pattern spotting, benchmarking, and translating what legal teams are dealing with into actionable insights.Marlene pulls the thread on what the sharpest legal ops teams are doing with their data right now. Jennifer's answer is refreshingly practical. Visibility wins. Dashboards tied to business strategy and KPIs beat “everything everywhere all at once” reporting. She talks through why the shift to tools like Power BI matters, and why comfort with seeing the numbers is as important as the numbers themselves. You cannot become a strategic partner if the data stays trapped inside the tool, or inside the legal ops team, or inside someone's head.Then we get into the messy part, which is data quality and data discipline. Jennifer points out the trap legal teams fall into when they demand 87 fields on intake forms and then wonder why nobody enters anything, or why every category becomes “Other,” also known as the graveyard of analytics. Her suggestion is simple. Pick the handful of fields that tell a strong story, clean them up, and get serious about where the data lives. She also stresses the role of external benchmarks, since internal trends mean little without context from market data.Greg asks the question on everyone's bingo card, what is real in AI today versus what still smells like conference-stage smoke. Jennifer lands on something concrete, agentic workflows for the kind of repeatable work legal ops teams do every week. She shares how she uses an agent to turn event notes into usable internal takeaways, with human review still in the loop, and frames the near-term benefit as time back and faster cycles. She also calls out what slows adoption down inside many companies, internal security and privacy reviews, plus AI committees that sometimes lag behind the teams trying to move work forward.Marlene shifts to pricing, panels, AFAs, and what frustrates GCs and legal ops leaders about panel performance. Jennifer describes two extremes, rigid rate programs with little conversation, and “RFP everything” process overload. Her best advice sits in the middle, talk early, staff smart, and match complexity to the right team, so cost and risk make sense. She also challenges the assumption that consolidation always produces value. Benchmarking data often shows you where you are overpaying for certain work types, even when volume discounts look good on paper.We close with what makes a real partnership between corporate legal teams and firms, and Jennifer keeps returning to two themes, communication and transparency, with examples. Jennifer's crystal ball for 2026 is blunt and useful, data first, start the hard conversations now, and take a serious look at roles and skills inside legal ops, because the job is changing fast.Links:Jennifer McIver's LinkedIn pageWolters Kluwer ELM Solutions homepageLegalVIEW Insights reports homepageLegalVIEW DynamicInsights pageTyMetrix 360° pageListen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.]⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Send us a textCharlie Hopkins-Brinicombe is the co-founder of Trophy.so, a gamification infrastructure platform helping EdTech and wellness companies build engaging learning experiences in weeks, not months. With a background in product development and motivation design, Charlie focuses on creating scalable systems that boost retention, habit formation, and learner satisfaction.

In this special episode of The EV Ready Podcast, hosts Justin Ries and John Gilbrook talk with Nick Trout from Sourcewell to explore how cooperative purchasing helps state and local governments, schools, and nonprofits streamline EV and energy management projects while cutting costs and reducing risk. How Cooperative Purchasing Accelerates EV Charging and Energy Management for Public Entities Using Sourcewell's cooperative purchasing model, public entities can bypass lengthy, resource‑intensive RFP processes and move faster on critical EV and energy management projects. By leveraging competitively solicited contracts like EVready's Sourcewell award, agencies gain access to pre-vetted vendors, transparent pricing, and contract terms that already meet procurement and compliance requirements.​ For state and local governments, school districts, and nonprofits, this structure: Reduces administrative burden Shortens procurement timelines Lowers the risk associated with selecting new EV and energy management partners Instead of writing their own complex solicitations, buyers can “piggyback” on Sourcewell's competitively bid contracts, allowing them to focus on planning and implementing EV charging infrastructure and fleet electrification strategies that align with budget and sustainability goals

RFP - 'Right-Wing Women' by Andrea Dworkin, discussed by Dorothea Annison and Batya Weinbaum.A live webinar recorded on 14th December 2025 at 10am UK time.On Sundays (10am UK time), our webinar series Radical Feminist Perspectives offers a chance to hear leading feminists discuss radical feminist theory and politics.Attendance of our live webinars is women-only, register at https://bit.ly/registerRFP

Send us a textJoin hosts Alex Sarlin and Ben Kornell as they break down the biggest shifts in global edtech. From PhysicsWallah's major IPO to Google–OpenAI competition, higher-ed adoption of AI, and new benchmarks shaping the future of learning. ✨ Episode Highlights [00:07:00] PhysicsWallah's IPO reshapes Indian edtech and signals renewed global momentum [00:15:00] Google and OpenAI escalate the AI race with Gemini 3, Nano Banana Pro, and OpenAI's “garlic” model [00:31:00] Higher education shifts from AI resistance to AI integration across teaching and majors [00:39:00] Rural districts test new connected learning models backed by major tech partners [00:40:00] Learning Agency launches the first Education AI Leaderboard for model benchmarkingPlus, special guests: [00:45:30] Andrew Carlins, Co-Founder & CEO of Songscription on AI-powered music transcription and access[01:01:10] Eric Tao, Founder & CEO of MegaMinds, and Austin Levinson, Director of Learning at MegaMinds on immersive AI simulations for CTE and AI literacy

Tamra Miller is a prime example of the “Break the Paper Ceiling” movement—building her career from the ground up after starting work right out of high school and rising through determination, capability, and earned trust. She is deeply grateful for the leaders who recognized her talent without requiring a college degree, and her recent completion of the CEBS exam reflects her continued pursuit of growth and excellence.In this episode, Eric and Tamra discuss:Managing complex vendor strategyEmpowering a focused subcommitteeEvaluating personality and precisionBalancing change with institutional knowledgeKey Takeaways:Tamra created a structured, multi-year review plan to evaluate retirement and actuarial providers with the intention. She prioritized risk mitigation, like the 401(k), due to fiduciary exposure. Treating the review as a staged project ensured clarity, accountability, and prudent oversight.Instead of relying on a C-suite-heavy committee with limited time, she formed a small, agile group. This team handled weekly deep dives, vendor screens, and detailed RFP analysis. The full committee engaged only at key decisions, improving efficiency and clarity.Beyond technical competence, personality and working style became major differentiators. Short “fit checks” revealed which teams were enjoyable, responsive, and easy to partner with. Finalist success hinged on concise, tailored presentations that proved real understanding.While most services went to market, Tamra retained a long-time actuary with deep union expertise. This preserved crucial institutional memory and proactive problem-solving. Sometimes the best choice isn't new—it's the partner who already understands your complexity.“Remember who you're there to support and what's the best way to go about doing that… I can't support my employees if I don't have good relationships with my vendors, because those are the people that I'm going to for problem resolution when I can't fix it myself.” - Tamra MillerConnect with Tamra Miller:LinkedIn: https://www.linkedin.com/in/tamra-miller-cebs-shrm-cp-19b1102b Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Keegan Prue, the SUNY Charter Schools Institute's Managing Director for Strategy and Communications, joins the podcast to break down the 2026 Request for Proposals (RFP) for new charter schools. He explores the new provisions to this year's RFP, explains the rationale behind the updates, and offers insights into the proposal review process. Keegan also shares practical advice for applicants looking to position themselves for success. Support the show

RFP - 'The Straight Mind' by Monique Wittig, discussed by Susan Hawthorne. A live webinar recorded on 7th December 2025 at 10am UK time.On Sundays (10am UK time), our webinar series Radical Feminist Perspectives offers a chance to hear leading feminists discuss radical feminist theory and politics.Attendance of our live webinars is women-only, register at https://bit.ly/registerRFP

In this power-packed conversation, Eric sits down with Sean Kingsbury, VP of Cybersecurity and Account Executive for the Department of Treasury at SAIC, to reveal exactly how small businesses can partner with one of the biggest integrators in the game. Sean breaks down when to approach primes, how SAIC vets potential partners, the role of their small business POC, and what capabilities are in highest demand—especially around cyber, AI agents, automation, and risk reduction. If you've ever wondered how to get noticed, when to reach out, or what SAIC actually looks for in a teaming partner… this episode gives you the blueprint. Key Takeaways Approach SAIC early and after RFP release—both windows matter. They actively evaluate small businesses through a dedicated intake and vetting process. Come prepared. Do your research, know SAIC's missions, and clearly articulate capabilities, past performance, and where you fit in their ecosystem. Cyber + AI are high-priority needs. SAIC is looking for innovative small businesses with solutions that reduce risk, workload, and cost through measurable outcomes. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/  Watch the full Youtube Episode here: https://youtu.be/3VdqtfH0ivw 

Episode 93 of Astonishing Healthcare features Susana Villegas Spillman, who brings over 20 years of health benefits plan management experience to the studio for a discussion about what works, what's broken, and what employer plan sponsors deal with day in and day out. This “unfiltered perspective” from the plan sponsor's seat is welcome and timely. If you're one of the increasingly large percentage of benefits directors, CHROs, CFOs, et al. out there looking to transition from a traditional benefits experience to a new, transparent, aligned, unified model, this episode is for you!Susana explains how a fragmented system fails members, and while we've evolved from the default “call the number on the back of the card” - which directs you to the emergency room - point solutions create more silos, and data is too scattered and stale to drive meaningful change. This forces employers to take control, which leads to her “most astonishing thing,” which is a critical reminder for every benefits leader: “Know what's in your contracts.”Episode 93 covers:The importance of centering the strategy around long-term goals and member experience (with ruthless accountability).The upside of unbundling services from carriers and using independent navigation partners to guide members to high-quality care; why culture fit and flexibility matter when evaluating vendors.Why qualitative measures of success offer a better gauge of program effectiveness vs. empty promises of ROI.The evolving role of benefits consultants, and how to evaluate consultant relationships.The outdated RFP processes and how to run a better RFP.GLP-1 coverage for weight loss.Related ContentHealth Benefits 101: The Importance of a Transparent PBM ModelWhy this benefit leader switched to a more modern, transparent PBMReplay - Unifying Medical and Pharmacy Benefits: The Blueprint for Better Employee Health and WellnessAH078 - More About Judi Health™ & the Unified Benefits Experience, with Dr. Sunil Budhrani and Mike TateCheck out our Health Benefits 101 ContentFor more information about Capital Rx and this episode, please visit Judi Health - Insights.

December might feel like a throwaway month, but Jay Schwedelson is here with a simple shift that turns the end of the year into a lead and revenue spike by using intent signals as your actual offer. He walks through how to spot and capture real buying intent across B2B, consumer, and nonprofit campaigns, then finishes with some very honest (and funny) thoughts on holiday cards and those ridiculous surprise-car commercials. Expect specific copy ideas you can steal right away while everyone else is mentally on vacation.ㅤBest Moments:(00:20) Why December is secretly a goldmine if you stop mailing it in and lead with intent-based offers.(01:45) B2B examples like Q1 readiness audits, vendor comparison checklists, and RFP kickstart kits that instantly reveal who is in market.(03:05) Consumer plays such as last-minute hero finder and VIP early access for sellout items to target shoppers who are still actively buying.(04:15) Nonprofit hooks like donation impact calculators and sponsor a need selectors that surface serious year-end donors.(04:55) How intent signal campaigns in December and early January crush for pipeline, platform switches, and tax-motivated giving.(05:40) Jay's rant on random family holiday cards and unrealistic holiday car gift commercials you never see in real life.ㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/

Bourbon on the table, big ideas in the air. We sit down with an award-winning filmmaker who left Southern California for Northwest Arkansas and break down, step by step, how a small, collaborative community can grow into a real film hub. Between a honey-finished Buffalo Trace taste test and a few jabs at our missing co-hosts, we dig into the practical levers that matter to creators and investors alike: Arkansas's cash rebate incentive, easy access to locations, and a surprisingly deep bench of crew.Scott shares the creative and business blueprint for his contained thriller, In Memoriam, a character-driven story about a daughter who uses memory tech to visit her comatose father and uncovers a painful truth. We talk budgets in the $500k–$600k range, how to stretch locations, and why pre-sales and smart casting can make or break indie projects. Then we lay out a realistic distribution ladder: streaming-first to control P&A, limited theatrical to build earned media, and a pathway to wider release once the data supports it. If you're curious how films really get financed and sold in today's market, this is a candid, usable playbook.We also explore Scott's second engine: construction site storytelling. Think solar time-lapse cameras snapping every ten minutes, drone passes with graphic overlays, and monthly and quarterly edits that double as investor updates and sales content. It's a smarter alternative to one-and-done drone tours, giving builders live jobsite views and a narrative asset that wins the next RFP. Toss in a priceless Apple-era anecdote—yes, a “Hate it” email from Steve Jobs—and you've got a conversation that blends craft, commerce, and community.Join us for a grounded look at filmmaking from Bentonville: incentives, crews, distribution strategy, and the creative grit it takes to ship. If you enjoy this kind of inside-the-industry breakdown, follow the show, share it with a friend who loves movies or bourbon, and leave a quick review to help others find us.

Corporate travel isn't easing back into old habits — it's reinventing itself, and hoteliers who cling to the past will lose business they didn't even know they were missing. I spoke with Lukasz Dabrowski, SVP of Global Supplier Relations at HRS Group, about why 2025 became the turning point for travel procurement and how 2026 will reward hotels that understand converged demand, Level 3 data, and real-time negotiation. On #NoVacancyNews, Lukasz breaks down why annual RFP cycles are disappearing, how "travel CEOs" use invoice-level data to renegotiate instantly, and what hotels must change to stay competitive as AI and real-time visibility reshape corporate buying behavior. A big thanks to Actabl — Actabl gives you the power to profit. Visit Actabl.com. Key Insights:

In this episode of Robots and Red Tape, Nick Schutt talks with Sandeep Kathuria — partner at Ice Miller, 15+ year government contracts attorney, and one of the few people who's been in the room since the very first DoD cyber rules in 2009 — about the brand-new CMMC program that became contractually enforceable in November 2025. We break down: The 6½-year journey from DFARS 7012 to the final CMMC rule Exactly what Level 1, Level 2, and (eventually) Level 3 require Why self-attestation is gone and third-party certification is mandatory The assessor bottleneck (100+ accredited worldwide) and how to get in line Real workarounds small companies are already using (store CUI on your prime's compliant system) False Claims Act landmines around inflated SPRS scores Whether all this new red tape will actually scare innovators away from DoD work If you touch DoD contracts in any way — prime, sub, or supplier — this is required listening. Channel: @RobotsandRedTapeAI | Host: Nick Schutt Subscribe so you don't get locked out of your next RFP.

Welcome to another show full of questions form you, the audience and hopefully some meaningful questions from Pete & Roger. This week we have questions about paying school fees, becoming a financial adviser, how to invest an inheritance and lots more! Shownotes: https://meaningfulmoney.tv/QA33    01:15  Question 1 Good morning Pete & Roger, Thank you for a great podcast, been really enjoying it over the years and it's been no end of help for me. My question concerns my grandchild. She was born in America but now lives in the UK, is duel nationality. As grandparents we were hoping to put money aside into a savings account for her. Now obviously we thought the JISA but as she is born in America we can't do that.  Is there any advice for how we can save for her in the most tax efficient way for her, conscious that she is quite young. If we can put some money away now regularly, it could build up into a nice little nest egg for her.  Also hoping to do this for other grandchildren, not necessarily born in America.   Any advice gratefully received. Mike. 05:48  Question 2 Hello Pete & Rog Wow these Q&As just keep delivering incredible value -keep up the great work!   I'm 52 and my wife is 43. We're both higher-rate taxpayers contributing to a DB-DC hybrid via salary sacrifice. We'd like to retire together in 12 years (me at 64, my wife at 55—she has a protected pension age). We both have a DB pension and a DC pension. Combined we have emergency fund of £30k in Cash ISA, no S&S ISA. Observations: - Once both DB & State Pension are in payment pay, planned spending of £60k p.a. is fully covered. - My ability to draw DC within the basic-rate band post-State Pension is limited, as DB 33k p.a. - My wife has much more scope to use her DC tax-efficiently before her DB/State Pension start. - Likely outcome: large residual DC balances if we only withdraw what's needed to spend. Question: Would it be sensible to draw more from DCs early (using UFPLS at ~15% effective tax) and reinvest the surplus in S&S ISAs? This could: - Lock in withdrawals at basic-rate tax before DB/State Pension restrict allowances - Reduce the chance of paying higher-rate tax later - Diversify across ISAs (which we intentionally lack currently) Am I letting the "tax tail wag the investment dog," or is this just  pragmatic tax-efficient planning? Cheers, Dunc   09:05  Question 3 Hi, Thank you both for your financial wisdom! It has definitely lit a fire under me! My husband and I (41) would like financial independence at 50. We have received £120k early inheritance gift and also plan to sell 2 rental properties over the next 5 years to reduce commitments (a further approximate £250k post CGT) We are mortgage free and I have since filled our stocks and shares LISA and ISA, investing in 100% equity low cost global trackers. Other than investing the remaining in a GIA and transferring to ISAs each year are there any other options to help money grow over the next 9 years. We may continue to work at 50 but under our terms. We need sufficient to tide us over from 50-57 when we can consider access to Pensions and the LISA at 60. Thanks Amy 12:18  Question 4 Dear Pete & Roger, Thank you so much for all the work you do on YouTube, on the Website and on the Podcast, it really does make a difference to people's lives and long may it continue! I'm 36 years of age, and I currently work as an Aircraft Technician, which I somewhat enjoy. However I find the older I get, the harder it is to keep up with the physically demanding nature of the job, and fear this may become more of an issue further down the line. This has prompted me to think about my future employment. Engineering has been my whole life, and my curiosity for learning and my persistent quest for personal development has resulted in me becoming a fully qualified Car Mechanic and Aircraft Technician. I have also achieved a BSc (Hons) in Motorsport Engineering & Design! However, my race car days are over, and in a way I feel like I have "completed engineering" to the best of my ability, and I am eager to take on a new challenge! I have always been interested in finance (some would say I talk about nothing else!). I've always kept on top of my own personal finance (thanks to yourselves), and try to encourage/empower others to take control of theirs. The past few months I have been thinking of self-studying (whilst remaining in my current employment) for the AAT Level 2+3 in Accountancy, however the more I think about it perhaps Financial Planning is more my cup of tea? I love working with numbers, working with and helping people, planning for the future etc, however I worry I lack the necessary confidence and people skills to become a successful advisor. So I guess my questions are: 1. How do you become a Regulated Financial Planner? 2. Is it possible to self-study for the CII Level 4 in Regulated Financial Planning whilst remaining in employment? Or would you advise against this?  3. Are there any pre-requisites to studying for the CII L4 in RFP?  4. Would an Accountancy role be more suited to someone who does not possess great people/communication skills? 5. Could a RFP qualification open doors to work in industry as a FP&A as oppose to personal finance?  6. Anything else you wish to add for clarity?  Both your opinions are highly regarded. Keep up the great work! Kind Regards, Tom 23:55  Question 5 To the wonderful Pete and Rog I am a long time listener with my husband .  the podcast and videos have been invaluable in developing our understanding of personal finance  - translating complex issues into an accessible format so that people like me can get to grips is a real skill and thank you sincerely! My husband and I are 53 and have quite late become parents to beautiful twin daughters who just started secondary school (and are learning how to slam doors and stamp feet... you know that age...) anyway back to us, we are both employed, my husband is a higher rate tax payer and I am on the lower rate band. Because of some specific issues with the kids development needs we have decided to prioritise their education and to put them in our local small independent school where there is excellent specific support for them.  They started in September and were paying £45k per annum.  just typing that number scares me! To support the fees we moved house and extended our mortgage.  This given us c100k for fees and alongside significant monthly savings out of our income (1.5k) has given us capacity to support the fees for the next three years, however it won't be enough to take them through to GCSEs. We're feeling weighed down by our mortgage which is now significant although supportable because of our salaries.  It leaves us very little capacity for savings or luxuries like holidays. We realise this is our choice! Up until this point we have been relatively disciplined paying into pensions.  My husband has DB pension scheme which will pay circa 50k a year from the age of 61 (he has been paying in since 21) and one of those good, connected DC pots which should have circa £350,000 in by 61.   the 350k can be used to provide the TFLS as it is connected to the DB scheme.  So, we know when my husband retires, we will have capacity to clear the current mortgage.  But this can only be accessed at 60+.  I have a smaller pot which is £180k currently.  I'm paying in £150 month which is as much as I can afford. We need to make a planning decision about how do we afford the 5 years of fees not just the next 3?  the decision is imminent as we have to renew our mortgage in the coming months.  We have we think two options (excluding selling a kidney or two). 1. To further extend the mortgage. This will mean we push back possibility of retirement even further and will certainly use up all £265k of TFLS from husbands pension.... and gives us a problem of repayments - further squeeze. or 2. we wondered whether we could use my pension fund? The idea we had was to use tax-free cash from my pension to support the fees. I will be 55 in November 2027 and we think we might be able to get c £50,000 to use as a TFLS. - Is the drawing my tax-free lump sum a real option? It feels like the only way we might access funds other than the mortgage. - what impact would that have on my pension does it mean I can't continue to contribute to the pot? - Finally, how might we evaluate the pros and cons of the two options? we suspect there is no right or wrong answer but if anyone can offer a few wise words it would be the dynamic duo - thank you're the best. Katherine 31:50  Question 6 Hi Pete and Roger I love this show. There's so much great information and it brings me comfort to know so many people are making similar decisions to me and I seem to be on the right path! My question is about property vs index funds. I am about to inherit about £100k and am wondering what to do with it. I invest in global index funds every month so would be comfortable DCA-ing (pound cost averaging) it in over a few months. But, I do not own a property. So, I could buy a 2-3 bed property in Kent with approx. £150k mortgage and rent out a room to take advantage of the rent-a-room scheme. I am fortunate that my job provides my accommodation so I do not pay ridiculous rent and so do not need a property. Would you choose index funds or property for growth over the next 10-15 years? I'm located in Kent. Thanks for sharing your thoughts. Ceara

Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan is joined by returning guest Nicole Mahoney, an accomplished agency owner and thought leader renowned for her innovative work in collaboration within the travel and tourism space. Drawing on her 15 years of industry expertise, Nicole shares how strategic partnerships have propelled her agency to new heights—even during challenging times like the pandemic. Together, Drew McLellan and Nicole Mahoney dig deep into the multifaceted nature of agency collaboration, both with competitors and complementary businesses. Nicole reveals insights from her research, podcast, and her newly released book, breaking down the different types of collaborators—the promoters, doubters, and protectors—and why understanding these archetypes is key to building mutually beneficial relationships. They also explore how agencies can be more intentional with partnerships to drive growth, resilience, and innovation. Expect actionable frameworks, real case studies of cross-agency teamwork, and candid stories about what works (and what doesn't) when it comes to navigating collaborations—from RFP responses to co-hosting major events. Nicole introduces her proven "3C framework" for successful partnerships and shares how agencies can assess and operationalize collaboration as part of their strategic planning, especially heading into 2026.   If you're rethinking how to strengthen your agency's network, improve client offerings, or simply want to learn from real-world examples of effective coopetition, this episode is packed with takeaways. Don't miss this opportunity to hear fresh perspectives on how working together not only benefits your agency, but helps build a stronger, more connected industry.   A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: Building agency growth and resiliency through strategic collaboration   Understanding the three types of collaborators: promoters, doubters, and protectors Operationalizing collaboration as an intentional business strategy Keys to effective partnerships: communication, commonality, and commitment Creating mutually beneficial relationships even with competitors (coopetition) Leveraging collaborations to diversify offerings and better serve clients Using partnerships to overcome resource gaps and win larger opportunities

Today, we'll break down the real story behind short-term load surges, tightening capacity, and why the usual holiday bump isn't showing up this year.  With truck posts down 26% and long-term demand still soft, we're heading into 2026 with stable pricing, flat margins, and a freight market that rewards consistency and data-driven strategy. Let's also discuss how falling truckload rates are reshaping the RFP process, why keeping 2026 pricing level with 2025 is the smartest move, how tech-driven automation is going to transform bid cycles sooner than most people think, the regulatory shake-ups around foreign CDLs and the potential impact on both trucking capacity and U.S. agriculture, and the need federalized CDL standards to protect safety without crippling the workforce!   Resources / References https://www.joc.com/article/low-truckload-rates-putting-pressure-on-traditional-rfp-process-6120771 https://www.freightwaves.com/news/crackdown-on-foreign-truckers-threatens-us-farm-labor