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Dreaming of being CRO? Time to turn that dream into a reality! With the wise words of Kim Robertson, you'll learn the 'must-dos' and 'don'ts' and how people in marketing are just as capable of this role as compared to those with a sales background. What to expect in the episode... Defining the CRO roleThe must-have attributes of a CROUS vs APAC Kim is a highly skilled marketer and commercial strategist with over 22 years of experience in both B2B and B2C markets. She is widely recognised as an ‘overachiever' in terms of identifying innovative solutions to optimise the customer experience and generate new and profitable revenue streams for the brands under her custodianship. Her experience spans the marketing of technology services, software, hardware, ISO standards, auditing services, across the IT, Auditing and Certification business travel service industries. Kim started her successful career in advertising, before moving across to client side, with an IBM ‘start-up' before moving to ASX multinationals IBM and SAI Global, and for the past 3 years has been with Flight Centre Travel Groups' largest supplier SME supplier of business travel services in Australia, Corporate Traveller. Resources mentioned in this episode: SBIWhitney Johnson _________________
It started humbly making metal products in the garage, but now JR Custom Metal Products has thrived to over 140 employees. Hear from Jorge Martinez and Patty Koehler as they share with Don and Ebony how their father's legacy lives on in their business. On this episode we discuss: Jesus Raul Martinez Sr. starting in the garage in 1978 Always wanting to start his own business Partnering with Spirit and SpaceX Selling during the factory tour Not focusing on a single industry How being Hispanic flows through their company culture Working with technical and trade schools for talent acquisition Being a second chance for employees The mentorship of Sam Marcus Being a family oriented (as well as owned) business Remembering where you came from The key of automation Building businesses in Wichita Learn more about JR Custom Metal Products:https://jrcmp.com/Facebook ProfileTwitter ProfileLinkedIn ProfilePatricia G. Koehler began working side-by-side with her father, Jesus Raul Martinez Sr., the founder of JR Custom Metal (JRCM), 48 years ago. She has held various positions within the family-owned business and served as General Manager for ten years prior to becoming President and CEO in August 1995. Under Patricia's leadership, the company became ISO 9001:2008 Certified in 2009 with SAI Global and upgraded to ISO 9001:2015 in 2018 with ISOQAR. A second multi-million dollar expansion was done in 2013.Born in San Luis Potosi, Mexico, Patricia grew up in Wichita, Kansas and graduated from South High School. She continued her education at Kansas State University and completed a mini MBA at Wichita State University. Patricia has a strong commitment to her community. She has served on numerous Boards, including Newman University, Via Christi Hospital, the Lord's Diner, Catholic Charities and Wichita Hispanic Chamber of Commerce. She is currently active with the WSU Tech Board of Directors and Exploration Place.Jorge Martinez was born and raised in Wichita. He graduated from Wichita South High School and attended Wichita Area Vo-Tech School. He is the co-owner of J R Custom Metal Products, Inc. Jorge has successfully managed national installations for Boeing, Alcoa, Henri-Line and Siemens. He is responsible for researching and purchasing all major equipment for JRCM. Jorge is involved in the Wichita community and has served on many boards including the American Red Cross and Starkey. He is a member of the West Wichita Sunrise Rotary Club, the Wichita Manufacturing Association, and the Kansas Family Business Forum. He is very involved with sports and served on the Board of Directors for Two Rivers Youth Club, and was Assistant and Hitting Coach for Friends University Softball.In 2011, JRCM received the Wichita Chamber of Commerce Small Business of the Year award, and the Siemens Energy Small Business Award for Supplier Excellence. In 2012, JRCM was one of five companies awarded Best in Business by the Wichita Business Journal. In March, 2013, Patricia was inducted into the Junior Achievement Wichita Business Hall of Fame.Other Resources:Join the Wichita Regional Chamber of Commerce! This podcast is brought to you by the Wichita Regional Chamber of Commerce and is powered by Evergy. To send feedback on this show and/or send suggestions for future guests or topics please e-mail communications@wichitachamber.org. This show is part of the ICT Podcast Network. For more information visit ictpod.net
The world's population will reach between nine and ten billion by 2050 and scaling up food production sufficiently to feed our greater population, using our current system, is not viable if we are to meet the agreed climate change targets.More of the same is not an answer…so what is?Intertek's Global Innovation Manager Patrick McNamara meets with Kate Brunswick from Innovation Agritech Group and SAI Global's Robin Levin to discuss vertical farming as a sustainable solution to food security challenges.Case Study [saiassurance.co.uk]: Learn more about IAG's journey to Red Tractor CertificationFollow us on Twitter and LinkedIn
Sidney Minassian is the CEO of Saasyan, a leader in AI-Powered Online Student Safety, enabling K-12 schools with flexible cybersecurity controls for the classroom, advanced alerting of cyberbullying & self-harm, and easy reporting of student online activities.A serial entrepreneur, Sidney has founded and led numerous ventures in Silicon Valley and Australia and has served customers across USA, Europe and Asia Pacific. Prior to Saasyan, Sidney was the Founder & CEO of Contexti, a data analytics and AI company which he founded in 2012, built into a multi-million-dollar, 80% annuity business serving 100+ enterprise customers including Seven West Media for the Rio Olympic Games and Australian Open Tennis, Caltex, SAI Global, Suncorp & Woolworths. Contexti was acquired in 2019.
Come join us at the 2022 Wichita Business Expo at Century II on Thursday, September 29! This is the premiere business-to-business trade show in Wichita. No matter what you are looking for, you will find it at the Expo! Learn more now!It started humbly making metal products in the garage, but now JR Custom Metal Products has thrived to over 140 employees. Hear from Jorge Martinez and Patty Koehler as they share with Don and Ebony how their father's legacy lives on in their business. On this episode we discuss: Jesus Raul Martinez Sr. starting in the garage in 1978 Always wanting to start his own business Partnering with Spirit and SpaceX Selling during the factory tour Not focusing on a single industry How being Hispanic flows through their company culture Working with technical and trade schools for talent acquisition Being a second chance for employees The mentorship of Sam Marcus Being a family oriented (as well as owned) business Remembering where you came from The key of automation Building businesses in Wichita Learn more about JR Custom Metal Products:https://jrcmp.com/Facebook ProfileTwitter ProfileLinkedIn ProfilePatricia G. Koehler began working side-by-side with her father, Jesus Raul Martinez Sr., the founder of JR Custom Metal (JRCM), 48 years ago. She has held various positions within the family-owned business and served as General Manager for ten years prior to becoming President and CEO in August 1995. Under Patricia's leadership, the company became ISO 9001:2008 Certified in 2009 with SAI Global and upgraded to ISO 9001:2015 in 2018 with ISOQAR. A second multi-million dollar expansion was done in 2013.Born in San Luis Potosi, Mexico, Patricia grew up in Wichita, Kansas and graduated from South High School. She continued her education at Kansas State University and completed a mini MBA at Wichita State University. Patricia has a strong commitment to her community. She has served on numerous Boards, including Newman University, Via Christi Hospital, the Lord's Diner, Catholic Charities and Wichita Hispanic Chamber of Commerce. She is currently active with the WSU Tech Board of Directors and Exploration Place.Jorge Martinez was born and raised in Wichita. He graduated from Wichita South High School and attended Wichita Area Vo-Tech School. He is the co-owner of J R Custom Metal Products, Inc. Jorge has successfully managed national installations for Boeing, Alcoa, Henri-Line and Siemens. He is responsible for researching and purchasing all major equipment for JRCM. Jorge is involved in the Wichita community and has served on many boards including the American Red Cross and Starkey. He is a member of the West Wichita Sunrise Rotary Club, the Wichita Manufacturing Association, and the Kansas Family Business Forum. He is very involved with sports and served on the Board of Directors for Two Rivers Youth Club, and was Assistant and Hitting Coach for Friends University Softball.In 2011, JRCM received the Wichita Chamber of Commerce Small Business of the Year award, and the Siemens Energy Small Business Award for Supplier Excellence. In 2012, JRCM was one of five companies awarded Best in Business by the Wichita Business Journal. In March, 2013, Patricia was inducted into the Junior Achievement Wichita Business Hall of Fame.Other Resources:Join the Wichita Regional Chamber of Commerce! This podcast is brought to you by the Wichita Regional Chamber of Commerce and is powered by Evergy. To send feedback on this show and/or send suggestions for future guests or topics please e-mail communications@wichitachamber.org. This show is part of the ICT Podcast Network. For more information visit ictpod.net
On episode 31 of PSQH: The Podcast, Dr. Charles Lee, senior director of clinical knowledge for First Databank, talks about the cost of medication non-adherence and how to address it. This episode is presented as part of Healthcare Risk Management Week in partnership with SAI Global.
Mira Sai is the founder of Sai Global Foundation. She has gained a wealth of experience in many varied areas, replete with the many trials and tribulations, the highs and the lows, gains and losses, along with fame, fortune and wealth, which brought forth monumental courage and hidden strengths, culminating in the death accident, bringing with it… Realization of the non-permanence of it all… and the Truth of her own reality and the reality of all of Existence: which she sums up in one word… LOVE. In this episode we discuss: How Mira made the transformation from a successful financial advisor to embarking on this spiritual pathWhat her near-death experience thought her and why death can be something to be looked forward toEnstasy "When I was on the other side, my DNA was being transmuted and transformed. I came back as a totally different person. To be here for the people. I have no attachment to anything or anyone." - Mira Sai Connect with guest Mira Sai Connect with host Edward Tay
This podcast was produced for the National Federation of Young Farmers' Clubs in partnership with SAI Global. SAI Global is honoured to partner with the National Federation of Young Farmers’ Clubs (NFYFC) to collaborate with a project supported by Defra on the importance of farm assurance in building a resilient future for the industry and environment. This podcast is the first in a series of multimedia content that will be released across 2021.
Welcome to the one of the newest additions to the Compliance Podcast Network, Compliance and Coronavirus. In this episode, I am joined by James Green, Director of Risk Advisory Services at SAI Global. James returns to discuss risk management nine months into the Coronavirus health crisis, new risks that have emerged and how companies need to think about business continuity going into 2021 and beyond. Resources SAI Global Risk Management Services James Green on LinkedIn
Episode Summary So this week on the podcast we're holding the first of hopefully several round table discussions with some well known voices within business continuity. Today's conversation explores how COVID has changed many BC professional's worldviews as inspired many to question how the industry will need to address various parts of the profession as we move forward. Guest Bios: Dr. David Lindstedt is a speaker, author, and champion for business continuity. Along with Mark Armour he founded AdaptiveBCP.org and authored Adaptive Business Continuity: A New Approach. He is the founder of Adaptive BC Solutions (AdaptiveBCS.com) and creator of three BC software systems. He consults, teaches, and advises on project management and business continuity. Mark Armour is a business continuity leader with over 17 years of experience in the field. In that time, Mark has lead several global BC programs and has been directly involved in the response and recovery of well over a hundred separate operational disruptions, none of which were his fault. Mark is the author, along with David Lindstedt, PhD, of the Adaptive Business Continuity Manifesto and Adaptive Business Continuity: A New Approach. He is currently the Global Director of Business Continuity at Brink's, Incorporated, the worldwide leader in cash management solutions and secure logistics. James Green is the Director of Risk Advisory Services at SAI Global. James is passionate about business continuity and helps C-Suites around the world make their organizations more resilient not just during an incident, but as a fundamental part of day to day operations. James has spent the majority of his career in the financial services industry and has worked on risk events that have occurred all over the globe, whether it was civil unrest in Egypt during the Arab Spring or typhoons in the Pacific Rim. Previously, Green was the global head of business continuity for Sykes Enterprises, a business process outsourcer with 50,000 employees and 80 locations worldwide. James holds the MBCI designation from the Business Continuity Institute, the Certified Business Continuity Professional certification from the Disaster Recovery Institute International and is recognized as an Enterprise Risk Management Expert by the Credit Union National Association. James is a sought-after speaker, and has been interviewed by multiple publications, on the topics of workplace violence and integrated risk management. In 2020 he was named the Business Continuity Institute's Continuity and Resilience Consultant of the Americas, becoming the first person to be honored with this award twice. Links: David LindstedtTwitter Linkedin Mark ArmourTwitter Linkedin James GreenTwitter Linkedin
In this interview Anton Lissone, CTO at SAI Global shares his insights on what works now in the GRC space and how organizations should approach their GRC projects The main topics discussed are: Risk and Learning, Risk management, Internal Control, Business Continuity management, Vendor management and Policy management. He also shares some tips for risk managers to help their organizations to stay on course during this crisis and what they will need to do in order to adapt. Important topics include: doing more continuous monitoring and continuous auditing, legacy GRC platforms versus new GRC applications. and more... Check out https://www.saiglobal.com/risk for more details about SAI Global.
In this special edition, I am pleased to cross-post a recent live event hosted by Sean Freidlin, Director Product Marketing at SAI Global. He hosted the third edition of SAI Global’s Compliance Book Club, featuring Robert Chesnut, author of Intentional Integrity. Sean's Compliance Book Club is fast becoming one of the most listened to events in the compliance world. His interview with Robert Chesnut is great information for the compliance professional. Sean graciously allowed me to cross-post this interview as a podcast on the Compliance Podcast Network. SAI Global’s Compliance Book Club is a community initiative that brings ethics, compliance, and risk professionals together around a book you’ll love, and invites everyone to participate in a live Q&A and discussion with the author. For the third meeting, and as part of our celebration of the fifth annual International Compliance Officer Day, we present “Intentional Integrity: How Smart Companies Can Lead an Ethical Revolution” by Robert Chesnut. In Intentional Integrity, Chesnut offers a six-step process for leaders to foster and manage a culture of integrity at work. He explains the rationale and legal context for the ethics and practices, and presents scenarios to illuminate the nuances of thinking deeply and objectively about workplace culture. You can check out Sean's original recording here. Check out the full panoply of SAI Global Ethical Leadership Articles and Resources here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Victoria Sexton is the Manager of Global Sales Enablement at SAI Global and recently ran her first virtual sales kickoff. She stopped in to share her tips on how an enablement team of one can create a successful virtual SKO for a team of nearly 500.A few tips:Keep it short and sweet Pre-record information when applicableChoose the right platformInvite EVERYONE!Be kind to yourselfDon't go it alone.Victoria also wrote a blog post to flesh out these tips a bit further, check it out here.
Episode Summary: This week, Shane talks with James Green, Director of Risk Advisory Services for SAI Global. James recently wrote a featured article in the Disaster Recovery Journal called: "Is Our Profession at a Crossroads?" where he asked and tried to answer the question that many in our profession have been asking- Why was the role of business continuity seen so non-vital, that it was included in layoffs? Guest Bio: James Green is the Director of Risk Advisory Services at SAI Global. James is passionate about business continuity and helps C-Suites around the world make their organizations more resilient not just during an incident, but as a fundamental part of day to day operations. James has spent the majority of his career in the financial services industry and has worked on risk events that have occurred all over the globe, whether it was civil unrest in Egypt during the Arab Spring or typhoons in the Pacific Rim. Previously, Green was the global head of business continuity for Sykes Enterprises, a business process outsourcer with 50,000 employees and 80 locations worldwide. James holds the MBCI designation from the Business Continuity Institute, the Certified Business Continuity Professional certification from the Disaster Recovery Institute International and is recognized as an Enterprise Risk Management Expert by the Credit Union National Association. James is a sought-after speaker, and has been interviewed by multiple publications, on the topics of workplace violence and integrated risk management. In 2020 he was named the Business Continuity Institute's Continuity and Resilience Consultant of the Americas, becoming the first person to be honored with this award twice. Links: Twitter Linkedin
Director of Advisory Services at SAI Global, James Green, is this week’s guest on the Innovation In Compliance podcast. James’ role involves helping clients manage atypical risk concerns or situations, including business continuity, vendor risk, pandemic, workplace violence, and active shooters. He chats with Tom Fox about his company’s 360° view of risk management and how to survive risks that you never saw coming. Compliance vs Operational Risk Management James gives his perspective on the difference between compliance and operational risk management. Compliance, he says, is ensuring that you’re adhering to your own standards, policies and regulatory requirements. Operational risk management, on the other hand, is mitigating any risk to the company, no matter where it originates. Hurricane Harvey is a classic example of checking all the compliance and risk management boxes, but failing to mitigate the actual risk. Tom comments that compliance and risk management are much closer than just complementary: a combined approach helps a business create a more robust strategy for overall risk management. 360° View of Risk Management SAI Global advocates a 360° view of risk management; risk and compliance need to be seen holistically. “We believe a company needs to be assessing risk in totality wherever it comes from,” James says. “And it doesn't matter where it comes from, because the goal is to increase your organization's resilience, right. That is really the goal of all of our collective functions, is that when there's a bump in the night, we can manage through it successfully, legally, ethically, to the satisfaction of our stakeholders.” When Things Go Bump In The Night Tom comments on SAI Global’s real-time risk management approach. He asks James how it allows an organization to be more agile and responsive to market conditions as they come up. James responds that while compliance and risk professionals are great at mitigating issues that just happened, they need to also be aware that there will always be unknown and unanticipated issues. “...The problem is in our world, there's always an unknown that's coming up. Right now we're living through COVID-19 which was unknown to a lot of us,” James points out. “There's always something that's gonna happen. There's always another bump in the night. So you can't be planning based on what happened in the past. You need to be agile. You need to be nimble.” He gives tips on how to determine if a risk is strategically acceptable, and the role risk management should play in the corporation. COVID-19 and Supply Chain They originally saw COVID-19 as a supply chain issue, James says, and started advising their clients about it in January. It became much more than that, he remarks. “Supply chain really needs to be embedded in your risk model... because it can damage what your suppliers and vendors do, it can damage your brand to your customers.” He shares useful COVID-19 resources that his company has made freely available to the public. Resources SAIGlobal.com COVID-19 Resources James Green on LinkedIn | Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to the latest episode of the Zero Hour podcast and your host today is Karla Reffold. Today, we are joined by James Green. James is Director, Risk Advisory Services at SAI Global. He is passionate about life safety and helps the C-Suite understand the importance of business continuity not just during an emergency, but as an integral part of day to day operations. He has worked on risk events that have occurred all over the globe, including civil unrest in Egypt during the Arab Spring, executive travel and protection in the Pacific Rim, and the effects of destructive tornadoes in Oklahoma. Key Minutes 02:30 - Your degree isn’t always what you do 03:45 - The first time hearing business continuity 07:30 - The focus of the risk that just happened 11:40 - How do you plan to prepare? 13:25 - We need to show more value to leadership 15:55 - Will companies invest? 18:02 - Who invested well before Covid-19? 22:42 - Connecting the dots in business continuity 26:50 - Has cybersecurity cost business continuity? 28:23 - Combining cybersecurity and business continuity 29:30 - Where does PR or marketing fit in? 33:25 - Cybersecurity during Covid-19 35:50 - What’s the predictions of change following Covid-19? 43:40 - Building a career path in risk or business continuity 46:10 - Ten Quick Fire Questions Key Messages 1. Working together including decision making is the critical deliverable within crisis management 2. Investments needs to be increased in risk mitigation and resiliency 3. The lines between risk, business continuity and cybersecurity are becoming tied together even more so during Covid-19 You can find James at: LinkedIn: https://www.linkedin.com/in/jamesegreen Blog: saiglobal.com/hub/authors/james-green SAI Global: https://saiglobal.com Follow us: Twitter: @zero_hourpod Instagram: @zerohourexperience Website: www.beechermadden.com This podcast is sponsored by: BeecherMadden - www.beechermadden.com Cyber Security Professionals - www.cybersecurity-professionals.com
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by James Green, Director of Risk Management Services at SAI Global. Green is a risk management professional who looks through issues and events such as the current health crisis and economic dislocation through the eyes of risk and risk management. For more information, check out the resources SAI Global has made available on its website, by clicking here.
Today, I take things in a different direction as I have a guest podcast, hosted by my good friend Sean Freidlin, Director of Product Marketing at SAI Global. In May 2020, Sean Freidlin spoke with Denise Lee Yohn, author of Fusion: How Integrating Brand and Culture Powers The World's Greatest Companies, for the second edition of the SAI Global Compliance Book Club. Their conversation focused on 4 topics at the heart of many ethics and compliance programs today; culture, values, communication, and brand-building, exploring best-practices from the perspective of Denise's experiences in the field, which are written about in-depth in the book, as well as how the perspectives around these topics may change because of the COVID-19 pandemic. The interview naturally led to the Code of Conduct, and the benefits of integrating brand and culture throughout every pillar of an ethics and compliance program to help an organization be more effective and successful, as well as strategies to put some of these concepts into action. Check out and subscribe to the SAI Global Compliance Book Club here. Check out the original source here. Learn more about your ad choices. Visit megaphone.fm/adchoices
In addition to not following President Trump’s advice to have having bleach for breakfast and UV light for lunch, we now add Blue Bell Ice Cream to the “No-Eat” list for their criminal behavior leading to three deaths from listeria. Sad for this loss but determined to persevere, self-distancing Tom and Jay are back to consider some of the top compliance articles and stories which caught their collective eye this week. Blue Bell Ice Cream pleads guilty to two misdemeanor counts of distributing adulterated ice cream products. Mike Volkov blogs and podcasts about it in on Corruption Crime and Compliance. Tom intones on the FCPA Compliance and Ethics Blog. Jon Rausch on Dipping Through Geometries. More from Tom on the former CEO and Chairman of the Board criminally indicted for lying about it. Tom further reports with a two-part blog on the Board’s corporate governance failures, Part-1 COIs and Part 2-Caremark failures. Rough sailing ahead for CCOs in cruise line industry. Matt Kelly weighs in on Radical Compliance. Tom and Matt take a deep dive in this week’s Compliance into the Weeds The SEC responds to criticism and ramps up its whistleblower awards. Dave Michaels reports in the WSJ. Moro resigns in Brazil, setting off a political crisis. Jessie Bullock In the Global Anti-corruption Blog. NY DFS files action against opioid mfg for insurance fraud. Lawyers from Paul Weiss in NYU’s Compliance and Enforcement blog. Lost in a sea of regulations? Kristy Grant-Hart explains how to navigate it in a guest post on Ethics and Compliance Matters. Another Caremark case survives in Delaware. Kevin LaCroix in the D&O Diary. Did US gov purchase from sanctioned entity? Geert Vermuelean in Risk and Compliance Platform Europe. Should it be decision-making instead of risk management? Norman Marks in Governance, Risk Management and Audit. Interested in moving to the CCO chair? Check in on this month’s edition of The Compliance Life where Tom visits with Ellen Hunt, CCO at AARP. In this Part 1, Hunt discusses the start of your journey. New episodes appear each Tuesday in May at 1 PM CST. The Compliance Life is now available on iTunes. Tom has a wide ranging discussion with Nick Gallow on Compliance Lines’ new podcast, The Ethics Experts. Available on the Complaince Podcast Network. On Compliance and Coronavirus this week: James Gellert on financial health of 3rd parties as a key DD inquiry; Ben Wolf on the new normal of doing business after Covid-19; Fry Wernick on ephemeral messaging and video conferencing under the FCPA. Compliance and Coronavirus in sponsored by SAI Global. On the Compliance Podcast Network, Tom explores written standards; all on 31 Days to a More Effective Compliance Program. This week’s offerings: Monday-Clearly articulated written standards; Tuesday-the Code of Conduct; Wednesday-Code of Conduct: Structure and Format; Thursday- Design of your Code of Conduct; Friday- Training on your Code of Conduct. Note 31 Days to a More Effective Compliance Program now has its own iTunes channel. Tom Fox is the Compliance Evangelist and can be reached at tfox@tfoxlaw.com. Jay Rosen is Mr. Monitor and can be reached at jrosen@affiliatedmonitors.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Brenda Ferraro, 3rd Party Risk at Prevalent, Inc. In this time of increased pressure on supply chains, 3rd party risk management has become even more critical. The same is true for 3rd parties on the sales side of the equation. Ferraro discusses the need for quick, efficient and accurate 3rd party risk assessment for business resiliency. For more information on Prevalent, check out their website by clicking here. For more information on the Prevalent Jump Start Program, click here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Mari Ryan, founder and CEO of Advanced Wellness. She talks about the mental wellness aspects of employment during this time of the Coronavirus health crisis and what CCOs and companies can do to help their employees thrive. For more information on Advanced Wellness, check out their website by clicking here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Jeffrey Hayzlett, founder of the C-Suite Network and CEO of the Hero Club. He talks about five key strategies your company should employ during this time of the Coronavirus health crisis. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Sundar Narayanan, Director at Nexdigm. We explore a recent blog post by Narayanan on the FCPA Blog, Compliance officers can be pillars of empathy during the outbreak. Resources For additional reading see Compliance officers can be pillars of empathy during the outbreak For more information on Nexdigm, see their website For more information on Sundar Narayana, see his Linkedin profile This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Fizza Khan, founder and CEO at Silver Regulatory Associates. We consider issues relating to financial institutions and the financial services industry during the time of the coronavirus health crisis. Check out the Silver Regulator Associates website here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Los Angeles entertainment lawyer Gordon Firemark. We explore the force majeure clause which appears in almost every contract, how it works and what you need to do for invoke it. Check out the Law Offices of Gordon Firemark website here. Check out the Firemark Enterprises website here. For additional reading see Gordon’s blog post A new look at the old standard ‘Force Majeure’ clause This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Tricia Cornell, Managing Director of Creativity at ReThink Compliance. We discuss how a compliance professional must readjust their time horizons in the time of the coronavirus health crisis and reconsider what will be effective training going forward. Check out the ReThink Compliance website here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Ryan Wilkins, shareholder at the law firm of Stradling Yocca Carlson & Rauth. We discuss some of the corporate governance issues raised by the coronavirus health crisis, specifically around public company filings. For more information on Wilkens and the law firm of Stradling Yocca Carlson & Rauth, check out their website here. They also have an excellent Coronavirus Resource page on their website and it can be found here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Kevin Abikoff and Mike Huneke, from Hughes, Hubbard and Reed. We discuss their recent blog post on the FCPA Blog, There is no Covid-19 defense to corruption. Check out their blog post on the FCPA Blog, by clicking here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by the co-hosts of the Great Women in Compliance Podcast, Mary Shirley and Lisa Fine who discuss their personal and professional challenges during this time of coronavirus. The podcast is cross-posted from the Great Women in Compliance podcast, on the Compliance Podcast Network. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Michael Cherkasky, Executive Chairman and Head of Exiger Government Services. We discuss how the coronavirus health crisis will test the mettle of your organization and why the preservation of your human capital is job Number 1 for every compliance professional during this crisis. For more information on Exiger, check out their website here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Eric Feldman, SVP at Affiliated Monitors, Inc. We discuss why doing a culture assessment now during the Coronavirus health crisis will provide you a much more robust picture of your corporate culture and how you can do so in a cost effective, efficient manner. For more information on Affiliated Monitors, Inc. check out their website here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Peter Eyre, a partner at Crowell & Moring. We discuss how the Coronavirus health crisis will impact employee relations, the interplay of federal, state, county and city orders during this time and how you can navigate these often choppy waters. The firm also has one of the best resources on navigating the coronavirus health crisis, the Coronavirus Resource Center. It is updated multiple times daily. You can check it out here. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Jonathan Armstrong, partner at Cordery Compliance in London and an international data privacy/data protection expert. We discuss the steps your organization can take now to reduce potential GDPR exposure during the Coronavirus health crisis. For additional information see the Cordery Compliance client alert Coronavirus and Data Protection and visit the firm’s website, corderycompliance.com. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Vin DiCianni, founder and CEO of Affiliated Monitors. We discuss the need for proactive monitorships under the stimulus package and why compliance is even more important during this health crisis. Why is this important for the government, from federal to state to cities to municipalities? Why is this important for businesses seeking stimulus funding? How compliance and ethics will be even more important going forward. Why your organization should take a proactive approach now. Problem companies and those ethically challenged in the past will continue to do so. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Jared Connor, Subject Matter Expert on CSR for Assent Compliance. We discuss how expectations of compliance will continue during this health crisis. This year marks the transition period as companies prepare for expanded Responsible Minerals initiative. While key events that were scheduled for this spring have now been cancelled, that does not mean that Responsible Minerals reporting expectations are going away. How can companies understand these changes in reporting and enhanced due diligence expectations without the education and key stakeholder engagement these events provide? The winter of 2021 may well have companies all over the globe scrambling to play catch up and taking some all too costly reputational hits in the market. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I speak with Joanne Taylor, Managing Director at K2 Intelligence Financial Information Network. Joanne has worked as a Solicitor, in the financial and financial services industries. She now assists companies with financial crimes compliance and investigations. We visit on how and why companies must keep their financial services compliance robust during this time of the coronavirus health crisis. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. For my inaugural episode I speak with Sean Freidlin, Director of Product Marketing at SAI Global. Sean is a long-time work from home employee and he recently posted an article on how to successfully work from home. He shares some of the strategies he has learned over the years. Check out Sean’s post on LinkedIn 4 Tips To Successfully Work From Home clicking here.
Welcome to the newest addition to the Compliance Podcast Network, Compliance and Coronavirus. As the Voice of Compliance, I wanted to start a podcast which will help to bring both clarity and sanity to the compliance practitioner and compliance profession during this worldwide health and healthcare crisis. In this episode, I am joined by Matt Kelly, the coolest guy in compliance, who is maintaining his coolness during the coronavirus crisis. Matt is also the founder of Radical Compliance. He talks about the downslope of the coronavirus curve. Matt has multiple posts the coronavirus health crisis on Radical Compliance. Check out his blog post The Downslope Risks of COVID-19, for more information on the topic of this podcast. This podcast is sponsored by SAI Global. To learn how you can protect your business operations and workforce during these uncertain times, visit saiglobal.com/risk for free resources, expert guidance, and industry-leading technology.
If you’re struggling with how to communicate your way through the coronavirus crisis, then this episode is for you. I’ve assembled a group of savvy professionals working in crisis and risk management, public relations, strategy & planning. You’ll hear how to provide timely and accurate information to your audience, and I share my favorite takeaway tips you can implement immediately in your communication plan. My contributors: 1. Mary Beth West of Fletcher Marketing PR Listen to the #MsInterPReted Podcast Connect with Mary Beth on Twitter 2. Jared Meade, Founder & Principal, Rayne Strategy Group Connect with Jaren on Twitter 3. Mark Hoffman, Senior Crisis Management & Business Continuity Consultant Connect with Mark on Twitter Episode 51: Cybersecurity Issues That Will Keep You Up at Night 4. Jo Detavernier, Principal at Detavernier Strategic Communication Connect with Jo on Twitter 5. Michelle Garrett, PR Consultant and Prolific Freelance Content Writer Connect with Michelle on Twitter 6. James Green, Director of Risk Advisory Services at SAI Global Connect with James on Twitter 7. Adam Schwartz, Founder, The Cooperative Way Connect with Adam on Twitter 8. Hinda Mitchell, President and Founder of Inspire PR Group Connect with Hinda on Twitter 9. Julia Angelen Joy, Public Relations Strategist and President of Z Group PR Connect with Julia on Twitter CEOs Will Lead Way Through Coronavirus - read the article HERE. 10. Stephanie H. Elsea, VP Marketing & Communications at The Lustgarten Foundation Connect with Stephanie on Twitter 11. Leah Hunt, Public Relations Director at Hope for Women Magazine Connect with Leah on Twitter Mentioned on the episode: Get the Communication Response Kit - an online resource for business communications in response to COVID-19 HERE Connect with me on Twitter and let me know how you’re handling this #COVID-19 crisis. © Molly McPherson 2020
This week’s guest on the Innovation In Compliance show is Sean Freidlin, Director of Product Marketing at SAI Global. He and Tom Fox chat about the article he recently posted on LinkedIn, Rise and Shine: The Morning Show’s Wakeup Call to Corporate America. Overlapping Themes Sean says that the central themes in movies often overlap with the common themes in ethics and compliance programs. In particular, he noticed that Apple’s flagship program, The Morning Show, tackles almost every issue that compliance teams build training about or write about in their code of conduct. Issues such as sexual harassment, diversity and inclusion, whistleblowing and retaliation are issues that many companies deal with. Sean comments that he applauds the risk Apple took to make the show, which shows their commitment to speak up about abuse of power when they see it. Compliance and Ethics Issues Tom asks Sean what is the general story arc of The Morning Show. Sean summarizes the plot, which includes a sexual harassment scandal, and comments that the show explores the butterfly effect on the culture and the people working there, as well as the corporate politics that are involved in managing a scandal. Sexual harassment is one of the top two issues that ethics and compliance professionals have focused on in the last year, according to Sean. He highlights several lessons ethics and compliance professionals can garner from the show, including: Some people don’t know what isn’t allowed; There should be a deeper commitment to communicating company values and policies; The show highlights the role personal connections and relationships play in perpetuating a culture where people don’t do the right thing. A Dilemma You might find it harder to do the right thing if you like your boss or your colleague, but you know they’re doing something wrong. Your relationship with that person may cloud your judgment, Sean says. A positive and ethical leader has a positive influence on employees’ behavior; but a manager or leader who disregards the rules, policies and values of the company, will negatively affect everyone else. The bottom line, Sean points out, is that relationships are an essential part of a compliant organization or a culture where people do the right thing. Tom quotes a line from Sean’s article, “Successful and powerful men can manage to survive and even thrive on their charm and influence, despite the unethical and immoral choices they make.” He and Sean discuss the moral and ethical dilemma of doing the wrong thing if it will help you be more successful. The Reality of Whistleblowing Sean says that The Morning Show does an excellent job of exploring what happens after you blow the whistle. A common mantra today is ‘If you see something, you should say something,’ However, saying something is just the beginning, Sean says. The one who blows the whistle faces more than just retaliation: the emotional impact is even weightier. That person has to live with the stress of knowing that the misconduct they reported is ultimately going to be the catalyst for so much drama, such as people losing their jobs, and the company losing money. Resources Rise and Shine: The Morning Show’s Wakeup Call to Corporate America Sean Freidlin on LinkedIn SAIGlobal.com sean.freidlin@saiglobal.com Learn more about your ad choices. Visit megaphone.fm/adchoices
"What If Your Ladder Is Against The Wrong Wall?" with James Green of SAI Global. Contact James Green at: https://www.linkedin.com/in/jamesegreen/ https://twitter.com/TheJamesGreen https://www.saiglobal.com Business Resilience Decoded: www.drj.com/decoded/ twitter.com/BRDecoded
Subscribe to Social Business Engine Apple Podcasts |Stitcher |Google Play | Google Podcasts Every organization needs to increase lead generation. This episode highlights an incredibly creative way one B2B company increased lead generation. What did they use? An ink and paper coloring book for compliance professionals. Bernie’s guest is Sean Freidlin. Sean is currently Senior Product Marketing Manager at Hanzo. But, when this episode was recorded, Sean was Director of Proposition Marketing at SAI Global- the company whose content marketing campaign is highlighted in this conversation. In his role with SAI Global, Sean was instrumental in many key campaigns. He spearheaded the creation of "Compliance Officer Day", "Corporate Compliance and Culture Cards," AND….the subject of this episode, "The Compliance Coloring Book." You heard that right…The Compliance Coloring Book! In this episode, Sean explains how the idea to create a coloring book for chief compliance officers was born, why it was such a big hit, and how it became a great lead generation tool. You’ll be inspired by this modern marketing approach. It combines a little old school marketing with a digital approach. The end result was a very successful lead gen marketing campaign. Good Lead Generation Depends On Targeting The Right Need Content marketing aims to provide valuable resources that a target market can use to solve problems. The team at SAI Global understood that their target market - Chief Compliance Officers - deal with an immense level of stress day to day. What could they do to help increase quality of life by reducing stress for those individuals? One of their surveys provided the answer: When asked what they do to relieve stress, many of their respondents said they liked to draw or color. That got the team thinking… should they create an adult coloring book around the topic of compliance? This conversation reveals why they decided it was a good idea, what they did to make it happen, the unexpected response they got as a result. You’ll love the ROI. The Right Marketing Mix Generated Leads That Were Unexpected Since the SAI Global team was providing a piece of content for their audience that was hard-copy rather than digital, they weren’t sure if digital means of marketing would be effective. But they discovered that the right mix drove the campaign far beyond what they expected. They used a combination of email that included drip campaigns and social media promotions. In particular, LinkedIn pulse articles performed very well. To their surprise, word of mouth and social out-performed everything else. They received 500 requests for the coloring book within the first week. And though they targeted the U.S. market, there was great international interest. Within 2 months they received requests for the coloring book from 61 different countries. The outcome? The Compliance Coloring Book generated a tremendous number of leads at a very low cost. At only $2 per lead, even with printing and shipping, anyone would call it “successful.” You can hear the entire story on this episode. A Lead Gen Tool That Brought New Life To A Difficult Topic Even though the Compliance Coloring Book was a great tool for generating leads, there was a negative side. Some voiced concerns that the coloring book made the issue of compliance seem too light-hearted. Sean and Bernie feel that sort of response was a good sign. It indicates that they stirred up conversation and created buzz in a way that drew attention to compliance, rather than detract from it. The positive feedback made it clear that the coloring book was helpful to compliance departments. It enabled them to educate about compliance in new ways that made the stodgy, boring stereotype less of a barrier to those in the student role. Unexpected Results: Parent/Child Relationships Were Strengthened The SAI Global team began their campaign based on the premise that a coloring book would be a quality of life tool. Stress-relief through the use of the book was a primary intention. But there was another life-improvement benefit that came from the coloring book. Many compliance professionals completed the pages in the coloring book with their children. This sparked conversations about what the parent actually did at work. Children were able to see the importance of what mommy or daddy did all day. Parents were able to share an important part of their lives with their children. In the end, the SAI Global team achieved their end-goal - quality of life improvement for the Chief Compliance Officer - in a way they never anticipated along with lead generation. Listen to this podcast conversation to hear the entire story. Featured on This Episode Hanzo - Where Sean is currently serving as Senior Product Manager SAI Global Get your own copy of the 1st and 2nd coloring books Try the interactive coloring book experience here Sean on LinkedIn: https://www.linkedin.com/in/seanfreidlin/ Outline of This Episode [0:41] Shawn’s expertise regarding compliance as lead generation [3:28] Factors behind why Shawn combined old-school and new marketing approaches [9:01] Why a compliance coloring book for compliance education? [12:10] Modern marketing tactics used to get the book into the hands of the right people [17:21] Feedback and response: unexpected input and outcomes [24:24] Key lessons and takeaways: Zig when others zag and discover how to be sticky [26:58] How the sales team is using the coloring book resource Resources & People Mentioned Episode 228 with Paul Johns The Selling With Social Podcast with Vengreso CEO, Mario Martinez, Jr Connect With Bernie and Social Business Engine https://www.facebook.com/socialbusinessengine/ https://www.linkedin.com/in/bernieborges/ https://twitter.com/bernieborges https://instagram.com/bernieborges https://twitter.com/sbengine Subscribe to Social Business Engine Apple Podcasts |Stitcher |Google Play | Google Podcasts There are TWO WAYS you can listen to this podcast. You can click the PLAYER BUTTON at the top of this page… or, you can listen from your mobile device’s podcast player through the podcast subscription links above. This podcast originally appeared on Social Business Engine
Subscribe to Social Business Engine Apple Podcasts |Stitcher |Google Play | Google Podcasts Account based marketing has been around for a while now, but doing it in a highly personalized way is not something you hear addressed often. But if you can personalize your marketing you can greatly strengthen customer relationships and grow your footprint in the account. On this episode, Bernie speaks with Paul Johns, CMO at SAI Global, a leader in the delivery of integrated risk management solutions for enterprise customers across the globe, about how they help their customer win through highly personalized account based marketing. Paul is a senior marketing executive with a track record of driving marketing strategy that has a measurable impact on ACV – average contract value. On this episode, they discuss how a highly personalized account based marketing strategy using microsites can help customers win more while driving more business with those customers - who Paul refers to as the “perpetual prospect.” There are many insightful takeaways shared, so don’t miss this podcast conversation. Do You Know The Path To The Number You Need To Hit? Every marketer or sales professional is eager to hit their numbers, but many don’t know what it takes to actually do it. Paul Johns points out that three things need to be considered when determining an effective strategy for hitting sales numbers. And he makes the point that it needs to be done collaboratively between sales and marketing. First - understand your product’s capabilities today and over the next year. Next - salespeople need to know where they should go hunting for the best prospects. Finally, marketing must validate that those targets really ARE the best places to go in order to generate the best returns. Listen to this episode to learn more of the specifics. Highly Personalized Marketing Plans Must Include Effective Cross-Selling Are you familiar with the term “microsite?” It’s a term Paul uses to describe online “rooms” that contain content designed for specific clients that educate them toward an informed buying decision. His company creates these sites co-branded with the customer directly addressing the customer’s goals. Finally, their team connects these microsites with the technology that enables them to track customer interest and movements. All of this helps both new and existing customers learn to trust them but also opens the door to ongoing cross-sell opportunities. It enables them to land customers then expand the services they offer that customer, indefinitely. Paul calls it the "perpetual prospect" concept. It’s a bit of a challenging concept to understand without hearing Paul explain it, so be sure you listen to this episode. Stop Selling And Become Passionate About Helping Customers Win Your customers are looking for solutions to their problems and you may have the exact solution they need. But there are often so many layers of management or leadership between you and the decision maker that you can’t make any headway. That’s why you need to build the kind of relationship with contacts within those businesses that empower them to be your sales advocate within their own company. Work together with them to publish content in a co-branded microsite that addresses their company’s needs and help them get it distributed within their company. This will demonstrate your solution across departments, allowing various managers and decision-makers to see how your solution could benefit them as well. Listen to hear more of how Paul’s team does it. Modern Marketing MUST Incorporate Beautiful Storytelling And Emotion Somehow we marketers and sales professionals forget the tremendous impact emotion plays in buying decisions. We step into the office and suddenly approach everything through data, scale, and analytics. Those are not bad things, but alone they are not enough. Whether the prospects you’re pursuing are CIOs, CEOs, or middle managers, there is a human element involved in the buying decisions they make on behalf of their companies - and it includes emotion. What can you do to tap into and address the emotional aspects of how your customers make their buying decisions? Paul suggests that you need to learn to be provocative, bold, and gutsy in the way you market - then once you’ve tapped into the emotional motivations behind the buying decisions, be able to communicate that you are looking to help your customers win. It’s easier said than done, but Paul has a wealth of insight about how you can shift your marketing messages toward the kind of storytelling that resonates with buyers. Be sure to listen. Featured on This Episode Paul Johns on LinkedIn: https://www.linkedin.com/in/paulanthonyjohns/ Paul on Twitter: https://twitter.com/paulJ0hns SAI Global: https://www.saiglobal.com/ Outline of This Episode [2:08] What it means to do highly personalized account based marketing [4:20] Determining who the exact targets are for marketing and how to hunt them [6:04] Techniques to make account based marketing MORE personalized [8:22] What is the perpetual prospect and why does it make a difference? [9:35] The advantages of building microsites that are collaborative in nature [11:42] One to one marketing through personalization - and how to do it to scale [15:08] What personalized account based marketing can look like month to month [18:19] Why we don’t sell anymore - and what we are doing instead [22:59] What is the role of storytelling in account based selling [32:10] One of the original approaches Paul uses to find cutting edge marketers Resources & People Mentioned http://Salesforce.com Cirrus Insight: https://www.cirrusinsight.com/ Journey Sales: https://journeysales.com/ Get the FREE Digital Selling Benchmark Assessment: http://www.DigitalSellingBenchmarkReport.com The Selling With Social Podcast with Vengreso CEO, Mario Martinez, Jr Connect With Bernie and Social Business Engine https://www.facebook.com/socialbusinessengine/ https://www.linkedin.com/in/bernieborges/ https://twitter.com/bernieborges https://instagram.com/bernieborges https://twitter.com/sbengine Subscribe to Social Business Engine Apple Podcasts |Stitcher |Google Play | Google Podcasts There are TWO WAYS you can listen to this podcast. You can click the PLAYER BUTTON at the top of this page… or, you can listen from your mobile device’s podcast player through the podcast subscription links above. This podcast originally appeared on Social Business Engine
In this Part III of my five-part series on the evolving nature of risk, compliance and ethics, I visit Rebecca Turco on the new SAI Global training solution at EthicsAnywhere. Learn more about your ad choices. Visit megaphone.fm/adchoices
Over this five-part series I, visit with Caterina Bulgarella on the recently released white paper by SAI Global, entitled “Predicting Risk: A Strategic Culture Framework for the C-Suite”. In this Part II, we discuss what the Board of Directors and C-Suite needs to know about ethical risks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Over this five part podcast series I have been visiting with Caterina Bullgarella on the recently released white paper by SAI Global entitled, Predicting Risk: A Strategic Culture Framework for the C-Suite. In this concluding Part V, we review of the ins and outs of ethical reasoning and take a veiled look into the future. Learn more about your ad choices. Visit megaphone.fm/adchoices
Over a five-part series I will visit with Caterina Bulgarella on the recently released white paper by SAI Global, entitled “Predicting Risk: A Strategic Culture Framework for the C-Suite. Today we introduce the strategic cultural framework. Learn more about your ad choices. Visit megaphone.fm/adchoices
I am visiting with Caterina Bullgarella on the recently released white paper by SAI Global entitled, Predicting Risk: A Strategic Culture Framework for the C-Suite. In this Part III, we discuss what the gap between an organization’s espoused ethics and its actual values and how this can lead to a tension and risks that arise from conflicting priorities and goals. Learn more about your ad choices. Visit megaphone.fm/adchoices
Over this week’s five part podcast series I have been visting with Caterina Bullgarella on the recently released white paper by SAI Global entitled, Predicting Risk: A Strategic Culture Framework for the C-Suite. In this Part IV, we consider the Wells Fargo fraudulent accounts scandal within the structure of the strategic culture framework. Learn more about your ad choices. Visit megaphone.fm/adchoices
Your company should have a detailed written procedure for handling any complaint or allegation of bribery or corruption, regardless of the means through which it is communicated. The mechanism could include the internal company hot-line, anonymous tips, or a report directly from the business unit involved. You can make the decision on whether or not to investigate with consultation with other groups such as the Audit Committee of the Board of Directors or the Legal Department. The head of the business unit in which the claim arose may also be notified that an allegation has been made and that the Compliance Department will be handling the matter on a go-forward basis. Through the use of such a detailed written procedure, you can work to ensure there is complete transparency on the rights and obligations of all parties once an allegation is made. This allows the Compliance Department to have not only the flexibility but also the responsibility to deal with such matters, from which it can best assess and then decide on how to manage the matter. Indeed the SEC considers a variety of factors around giving credit to corporate investigations including: Did management, the board or committees consisting solely of outside directors oversee the review? Did company employees or outside persons perform the review? If outside persons, have they done other work for the company? If the review was conducted by outside counsel, had management previously engaged such counsel? How long ago was the firm’s last representation of the company? How often has the law firm represented the company? How much in legal fees has the company paid the firm? In a presentation by Jay Martin, Vice President, Chief Compliance Officer (CCO) and the Senior Deputy Counsel for Baker Hughes Incorporated and Jacki Trevino, Senior Consultant, Advisory Services at SAI Global entitled, “FCPA Compliance Best Practices: Success Stories of Robust and Effective Anti-Corruption Compliance Programs in High Risk Markets” they presented the specifics of an investigation protocol. The five steps were: (1) Opening and Categorizing the Case; (2) Planning the Investigation; (3) Executing the Investigation Plan; (4) Determining Appropriate Follow-Up; and (5) Closing the Case. If you follow this basic protocol, you should be able to work through most investigations, in a clear, concise and cost effective manner. Furthermore you should have a report at the end of the day which should stand up to later scrutiny if a regulator comes looking. Finally, you will be able to document, document, and document, not only the steps you took but why and the outcome obtained. Step 1: Opening and Categorizing the Case. This is the triage step and this first step, to categorize a compliance violation. You should notify the relevant individuals, including those on your investigation team and any senior management members under your notification protocols. After notification, you should assemble your investigation team for preliminary meetings and assessments. This Step 1 should be accomplished in one to three days after the allegation comes into compliance, either through your reporting structure or other means. Given the number of ways that information about violations or potential violations of the Foreign Corrupt Practices Act (FCPA) can be communicated to the Department of Justice (DOJ) having a robust triage system is an important way that a company can separate the wheat from the chaff and bring the right number of resources to bear on a FCPA problem. A key consideration is making an initial determination of whether to bring in outside counsel to head up an investigation and a determination of the of the resources that you may want or need to commit to a problem. Step 2: Planning the Investigation. After assembling your investigation team, determine the required investigation tasks. These would include document review and interviews. If hard drives need to be copied or documents put on hold or sequestered in any way, or relationships need to be analyzed through relationship software programs or key word search programs, this should also be planned out at this time. These tasks should be integrated into a written investigation or work plan so that the entire process going forward is documented. Also, if there is a variation from the written investigation plan, such variation should be documented and an explanation provided as to why there was such a variation. Lastly, if international travel is involved this should also be considered and planned for at this step. Step 2 should be accomplished with another one to three days. Step 3: Executing the Investigation Plan. Under this step, the investigation should be completed. I would urge that the interviews not be effected until all documents are reviewed and ready for use in any interviews. Care should be taken to ensure that an appropriate Upjohn warning is issued and that the interviewee clearly understands that whoever is performing the interview represents the company and not the person being interviewed, whether they are the target of the investigation or not. The appropriate steps should also be taken to preserve the attorney-client privilege and attorney work product assertions. This Step 3 should be accomplished in one to two weeks. Step 4: Determining Appropriate Follow-Up. At this step, the preliminary investigation should be completed and you are ready to move into the final phases. In some investigations, it is relatively easy to determine when the work is essentially complete. For example, if the allegation is both specific and narrow, and the investigation reveals a compelling and benign explanation for the conduct alleged, then the investigation typically is complete and you are ready to convene the investigation team and the relevant business unit representatives. This group would decide on the appropriate disciplinary steps or other actions to take. This Step 4 should be completed in one day to one week. It must be cautioned that at this step, if there are findings of specific or discrete allegations of corruption and bribery, a decision must be made as how to handle such findings going forward. Step 5: Closing the Case. Under this final step, communicate the investigation results to the stakeholders and complete the case report. Everything done in the above steps should be documented and stored, either electronically or in hard copy form together. The case report should be completed. This Step 5 should be completed in one day to one week. Three Key Takeaways A written protocol, created before an investigation is a key starting point. Create specific steps to follow so there will be full transparency and documentation going forward. Consistency in approach is critical. Learn more about your ad choices. Visit megaphone.fm/adchoices