Podcasts about senior financial analyst

In this episode I'll show you what it takes to land data analyst jobs! I'll provide in-depth insights and tips for six data analyst positions with salaries ranging from $35K to $200K-- and why should you apply even if you don't meet all the requirements.

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Duke Jones, CMT, a Senior Financial Analyst in the Private Banking and Investment Group of Merrill Lynch, where he directs financial research and portfolio allocations for over $4B in assets.Duke has been quoted in Barron's, the Wall Street Journal, Bloomberg and the local press.  He is a member and former Director of the CMT Association, as well as a member of the CFA Institute and Houston Financial Analyst Society.This was a fantastic interview. Duke has been in this industry a long time, and he's humble enough to admit that he is still learning lessons, and he's generous enough to share those lessons with our listeners. Keeping it simple, and waiting for the technical signal is critical, especially for portfolio managers. The market knows more than we do, and it's not shy about showing us.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Today's Flash Back Friday episode is from #573 that originally aired on April 3, 2023. VP of finance at Open Door Capital, Sydney Barker. Prior to joining Open Door Capital, Sydney served as the Corporate Controller for a $250M IT company as well as a Senior Financial Analyst for a large public insurance company. Her experience includes various merger/acquisitions with private equity firms, ERP implementations, SEC reporting, and cash management and strategy. In addition to her corporate endeavors, Sydney has personal investments in both multifamily apartments and mobile home parks.   Quote: "Mobile home parks is an asset class where you can get really creative."   Highlights:   06:40: Getting creative with your MHP investments 08:00: Sydney's first MHP investment and how she's found value in the deal long-term 19:55: Managing utilities at your mobile home parks 22:50: Sydney's role at Open Door Capital 27:10: Lessons Sydney has learned from working with a fast-growing firm 31:10: Market-specific challenges Sydney has faced 37:50: Handling rent increases in MHP and apartment properties   Guest Website: https://odcfund.com/   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!   If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.    Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.    Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Finance for Dummies es el nuevo apartado de FICTalks destinado a explorar el presente y futuro del sistema financiero colombiano a través de una comprensión integral de la materia. En este primer episodio, Andrea desglosa los conceptos clave del sector bancario.

Gaji Balakaneshan is President of Midwestern BioAg, a 40-year old leader in soil health and one of the 100 largest agricultural retailers in the U.S. Since joining in March of 2021 as Vice President – Finance, Gaji has helped lead the sales organization and develop strategic and commercial opportunities for the business. He brings over 16 years of experience in strategic planning, mergers and acquisitions, sales and operations planning, financial modeling, and analysis. Previously, Gaji worked with CF Industries in multiple roles, including Product Manager, Corporate Strategy and Development Manager, and Senior Financial Analyst. There, he helped manage 7 million tons of UAN sales. Prior to that, he was a financial analyst at a venture capital-backed renewable chemical startup and an Equity Research Associate covering chemical and agriculture companies. He holds a Bachelor of Science in Chemical Engineering from Tufts University in Medford, MA. In this insightful episode, host Mark welcomes Gaji Balakaneshan to explore the nuances of intentional leadership within the agribusiness sector. Their dialogue delves deeply into the transformative power of intentional practices in business leadership, especially when navigating the challenging landscape of regenerative agriculture and the shifting dynamics of the Ag retail space.Gaji emphasizes the importance of understanding one's direction and remaining thoughtful in the face of operational firefighting that often consumes leadership bandwidth. Key themes discussed include the delicate balance of performance management, fostering an enriching company culture, and strategic talent acquisition in an often understaffed industry. Gaji shares his unique insights on leveraging individual strengths, even if they don't align perfectly with a predefined role, underscoring the value of adaptability and transparency in leadership.Key Takeaways:Intentional leadership involves being thoughtful and acknowledging the direction of the company, avoiding the trap of merely reacting to ongoing emergencies.Cultivating a sustainable work culture and retaining talent requires candid communication and the ability to showcase genuine transparency as a leader.Recognizing the importance of individuals who contribute to the culture of a company, beyond solely performance metrics, is key to long-term success.Gaji values the importance of self-awareness in maintaining energy and productivity, acknowledging personal tendencies and taking necessary breaks.Understanding and accepting one's vulnerabilities can not only humanize a leader but also bolster trust and relatability within the team.Notable Quotes:"I prize transparency quite a lot, although not phenomenal about doing that right now." - Gaji Balakaneshan "It's a roll of dice to how much more people can handle it for how long." - Gaji Balakaneshan "You have to think about, here are the things I need to get done. Here are the things that are most important for me to do." - Gaji Balakaneshan "I've always kind of felt like I'm faking it. How did I get here? What's going on?" - Gaji Balakaneshan on imposter syndrome "People want to be around some of those high performers, right?" - Gaji Balakaneshan discussing the influence of top talentTune in to the full episode for a comprehensive understanding of Gaji Balakaneshan's insights on intentional leadership and the transformative impact it has on agribusiness practices. Stay updated with the "Intentional Agribusiness Leader" podcast for more inspiring content centered around leadership, management, and the pursuit of purposeful change within the industry.

In this episode of Where Public Finance Works, we explore the inspiring career of Maureen Joyce, whose roots run deep within the city of Boston. With a family legacy in accounting and a personal journey that was shaped by higher education finance, Maureen's narrative intertwines with the growth of prestigious institutions and the city itself. Join our host, Tyler Traudt, as he guides us through Maureen's contributions to Northeastern University, where she pioneered the Internal Audit department and later, the Accounting department, marking her pivotal role in the university's expansion. Her story is one of mentorship and innovation, highlighted by the Cooperative Education (Co-op) program that has groomed generations of finance professionals.    Maureen discusses her latest chapter as the City Auditor of Boston where she shares her vision for government finance, emphasizing the need for innovative practices, technological advancements, and the hiring of new talent within the public sector. Her proactive approach to recruitment and her passion for nurturing new professionals shows that the sustainability of public finance hinges on the fresh perspectives, energy, and innovative capabilities of the next generation. Maureen's advice to young professionals and her outlook on the challenges ahead offer invaluable insights for anyone interested in public finance. Featured Guest Maureen Joyce is the City Auditor for the City of Boston. In her capacity as Boston's Auditor, Maureen acts as the cornerstone of fiscal oversight for the city, serving as the Comptroller and vital nexus between Boston and its Audit Committee, as well as the external auditors.  Maureen's influence extends into the academic realm, where she has been a consultant to various colleges and universities in the Greater Boston Area for nearly nine years. Her previous positions include a tenure as Chief Financial Officer at the Benjamin Franklin Institute of Technology, a pivotal role as a Senior Financial Analyst in Special Projects at Emmanuel College, Director of Sponsored Program Administration at Northeastern University, and a strategic period as Vice President for Finance and Administration, Treasurer at Ave Maria University in Florida. FREE PLAYBOOK: How Local Governments Can Prepare for the FDTA

Paul Adamson Joined Amazon in 2020 as a dual Site Financial Controller in the South East Region. He currently serves as Finance Manager for the Supplier Diversity & Inclusion team. Additionally, Paul serves as the Global Co-President for the Black Employee Network serving over 20,000 employees with financial guidance, budgeting, strategic planning, and financial literacy programming. In addition to his work at Amazon Paul leads a financial literacy coaching business called 247K Investments. The mission of 247K investments is straightforward “to be intentional about closing the 247K Wealth Gap through Education and Community.”   Prior to Joining Amazon Paul worked in the aviation industry for 7 years. Most recently he served as the Financial Controller of Flight Operations in the United Airlines system for Express Jet Airways. Additionally, Paul served as a Senior Financial Analyst in the Delta Airlines system managing over 90 contracts for regional airports in the North West and South East regions.   Paul received a BA in Business Administration with a concentration in accounting from Morehouse in 2012. Born and raised in Boston Massachusetts Paul currently lives in the greater Atlanta area.   Paul's Resources:   https://www.247kinvestments.com/   SUBSCRIBE TO THE PODCAST HERE: APPLE PODCASTS GOOGLE PODCASTS SPOTIFY LIBSYN YOUTUBE   OKIKI RESOURCES: Need Video Content or Personal Brand Photos? Book Here Join the Okiki Video Content Bootcamp Today! https://www.okikiconsulting.com/okiki-video-bootcamp   ABOUT FIYIN: Fiyin Obayan is the founder of Okiki Consulting, where she helps business owners communicate their personal brand or company brand stories through video content, in order to communicate to their target audience. Contact Fiyin: Website: www.okikiconsulting.com Email: info@okikiconsulting.com Phone: (306)716-0324 Instagram: @Okikiconsulting and @Okikiconsultingmedia Facebook: @Okikiconsulting LinkedIn: https://www.linkedin.com/in/fiyinobayan/ Business: https://www.linkedin.com/company/okiki

In this episode of Navigating Major Programmes, Oxford Saïd Business School alumni Riccardo and guest host Corail, interview fellow alumnus, Jim Bernard. Jim specializes in real estate investment programme design, structured finance, risk conceptualization and strategic partnership formation. With an impressive track record spanning over 25 years, Jim has accumulated more than 4 billion dollars in real estate investment experience. Now, as a partner at consultancy and as a major programme advisor, Jim is focusing on disrupting traditional approaches to major programme management—making him an exceptional expert to share his insights on this podcast.   Key Takeaways:  Why major programme management in North America is behind the UK and what needs to improve in order to catch up.The practicality of the Galbraith Star Model™ in major programmes and why People and Rewards need earlier attention.  Considering the perception of major programmes as temporary organizations as well as their nonlinear evolution.  The power of major programmes as they relate to climate improvement initiatives.   If you enjoyed this episode, make sure and give us a five star rating and leave us a review on iTunes, Podcast Addict, Podchaser or Castbox. The conversation doesn't stop here—connect and converse with our community: Riccardo Cosentino on LinkedInJim Bernard on LinkedInCorail Bourrelier Fabiani on LinkedInTwo Roads Group website Transcript:Riccardo Cosentino 00:05 You're listening to navigate major problems, the podcast that aims to elevate the conversations happening in the infrastructure industry and inspire you to have a more efficient approach within it. I'm your host, Riccardo Cosentino I brings over 20 years of major product management experience. Most recently, I graduated from Oxford University's day business school, which shook my belief when it comes to navigating major prpgrams. Now it's time to shake yours. Join me in each episode, as I press the industry experts about the complexity of major program management, emerging digital trends and the critical leadership required to approach these multibillion dollar projects. Let's see where the conversation takes us. James Michael Barnard, commonly known as Jim is a highly accomplished professional specializing in real estate investment program design, structure finance, risk leadership, and strategic partnership formation. With an impressive track record spanning over 25 years, Jim has accumulated more than $4 billion in real estate investment experience. Currently, Jim serves as a partner at Two Roads Group, a consultancy he co founded with a focus on disrupting traditional approaches to measure program management by employing novel and empirically supported methods for risk mitigation, decision making and stakeholder engagement. He also serves as a major program management advisor for AI cumulus. Additionally, Jim is the founder of the Regal, a privately held investment company that concentrates on sustainable real estate assets. Outside of his professional pursuits, Jim actively engages in community service as a member of the town Castine Planning Board, and serves as a director on the SMU Cox School of Business alumni board. He is also an accomplished diver and a skilled jazz pianist. Hello, everyone. Welcome back to another episode of navigating major programs. I'm here today with my co host, a guest appearance from Corail with my esteemed colleague and friend Jim Barnard, who has graciously agreed to join the podcast today and talk to us about his new venture and his new approach in helping major programs. How are we doing, guys? How are you doing, Jim? Jim 02:37 Great. Thank you. Thanks for having me. Corail 02:39 Hi, Riccardo Jim 02:40 Carail. Corail 02:41 I'm doing great. Thank you for having me again. And I'm excited to hear more about Jim today. Riccardo Cosentino 02:47 And by the way, today, we were joining the podcast. I'm in Toronto. Jim is in Maine, and Correll is in London. So you got a truly international episode? Corail 02:57 Yes, very much. Riccardo Cosentino 02:59 So why don't we Why don't we jump right into it? Corail, I think you're gonna help me co host today's episode, the new format for us. But you being a guest on this show before? So I think you're you're almost almost part of the family. Why don't you take it away? Corail 03:18 Hi, Jim. I hope you're well and nice to see to see you and hear you. I wanted to ask Can you please introduce yourself to our listeners today and tell us a little bit about your career? Jim 03:32 Sure, It'd be my pleasure. My name is Jim Barnard. I'm fortunate to have been a classmate with your two esteemed hosts here at the University of Oxford and major program management program at Syed business school. How I came to the program. Let's see. I was a CFO for real estate, sustainable real estate investment development company in Austin, Texas for about five years before I applied to Oxford. My background had always been in real estate. I'd done it since I graduated from university. At the time, we were struggling with some fairly common major program themes, complexity or projects are getting more difficult, more intricate, larger, we are having challenges scaling. So interestingly, I was sitting in a conference room trying to sketch out a risk curve with my team in the finance department to try to figure out where he has some significant exposure and one of my co workers looked at the whiteboard and said, you know, there's a whole program at the University of Oxford that takes on these questions directly. So I I bet him that if he would write a recommendation I would make the application under no circumstances did neither one of us think that we would be or that I would be admitted to the program. But here we are two years later having survived it and fortunately, having had the chance to work with great people like the two of you You learn a whole lot about managing major programs. Corail 05:03 Yeah, congratulation. Jimmy did I think wonderful in the program, and he was really interesting, you know, to hear about your experience throughout and your background. I was wondering like, I think we both know Ricardo and I, that you started in entrepreneurial adventure after the program. Can you tell us a bit more about what led you to start your own business after the program? And why are you particularly interested in consulting in the fields of major programs? Jim 05:39 Well, in the interest of full disclosure, I have to admit that I haven't started this alone. In fact, you both probably know very well, some of the people that are investing in the, in the consultancy with me. And that alone is a privilege. So the opportunity to work together with like minded colleagues, who've enjoyed similar professional backgrounds, or have had similar professional backgrounds was probably one of the primary reasons why I decided to start this consulting practice. But really, the, I guess the motivation came out of, believe it or not the global financial crisis in 2008. A couple of us back in Austin, with this real estate development company that I mentioned, we basically, we'd all lost our jobs, you know, the industry was kind of in shambles. So at that point, we decided we would get together kind of start at ground zero. And I think maybe we had 200, or we had $2 million in assets at the time. And 10 years later, we were up to $250 million in assets. So to kind of get back to some of the scaling challenges I mentioned earlier. But that experience of of one having an industry job, and then losing it quickly, in rather chaotic circumstances. And then having built up the other company, over that period of time sort of gave me a sense that one, security in major companies undertaking major programs is not always as secure as you might think it is. And two, there's not necessarily as much risk in starting in your own venture, as you may think there is so the chaos of that prior period of my career gave me the confidence to start this new consulting practice with the folks I mentioned previously. So yeah, that's that's kind of where it all came from. In terms of goals for the program, I mean, the whole podcast is focused on major program risk and making major programs function more effectively. Certainly, in my career, and in the careers of the colleagues that have joined me in the group, we've seen plenty of complexity. And we've seen plenty of four major program performance. So the idea behind the group, at least for me, was to be able to use a lot of what we learned at Oxford, and try to address these issues at meaningful points of intervention. So being able to offer that to a variety of clients at a variety of different industries was appealing, and seems rewarding. Corail 08:16 Yeah, that's amazing. That sounds super interesting. Can you tell us a little bit more about what you're offering in this consultancy, then? And you know, how you feel like you're apart from other consultancy, what puts you about? Jim 08:33 Sure, broadly speaking, I think what separates our consulting practice from maybe some of the other ones out there would be our combination of gray hair and battle scars, domain expertise on the on the one hand, having worked in all of these areas professionally, as of, you know, my, my colleagues in the practice, but also the academic basis. So one of I had an MBA before going to still do MBA before going to Oxford. So I was familiar with the professional graduate school, curriculum and approach, particularly United States. Oxford is obviously very different. But one of the things within Oxford that truly distinguishes it, particularly MMPM, is the research background. So we not only had to justify our opinions professionally, but we had to support them academically as well. So when we form TRG, both of those aspects became mutually supportive and critical to the practice. So we we tried to bring a whole lot of domain expertise in a variety of different fields and circumstances and marry it with the best academic research that we can find. And then do some of our own research. So hopefully, we can keep the practice as progressive as possible and as helpful as possible. Corail 09:59 Yeah, I do. Like, the fact that you're trying to combine this academic side of the field with your practice, you know, and the kind of practical aspects of of being a major program leader everyday. So I wanted to ask with what you've learned in Oxford and what you're doing in your current consultancy. What do you think will be the main area of improvement for major programs in the future? Jim 10:32 It's an interesting question, because I think it's geographically dependent to some extent. And by that, I mean, the whole concept of program management is really not understood even conceptually, on this side of the Atlantic. In the UK, major program research is been around for quite a while, I mean, clearly, the program's been around for quite a while. But the subject itself certainly goes back a long way. And the UK Government has adopted over the years many major program management practices. So in that area in the UK, in particular, major program management is understood as a discipline, as well as its value is understood. And they've UK Government in particular, and obviously Oxford have invested a lot and refining the subject and practice. In the US, it's very different. The concept of program management really hasn't entered the collective experience, I guess, major programs are still heavily engineering based. Project management is a very familiar term. And certainly there are enough people who engage in project management, they get very frustrated by some of the program management aspects that says so much it's beyond their purview, it's just the project managers are as they should be laser focused on delivery, on time on budget, and aren't necessarily positioned to deal with the externalities that can influence that delivery schedule. So one of the bigger challenges, I think we have at least bidding projects in the US is making the case for program management being part of any large mega project, there's definitely a sense that improvements need to be made, particularly when you start talking about less quantifiable aspects like stakeholder engagement, kind of broader community outreach, communication, change management, I mean, a lot of these very established business practices that are at least familiar in the consulting world, per se, but may not have made it into the major program management world. So the big opportunity, and I guess challenge, at least again, in the US, is sharing this field and the insights that it can provide with some of the larger project constituencies, and really, you know, help the programs perform better than they have been traditionally. Riccardo Cosentino 13:09 You mentioned the United States, but I'm in Canada. And I think what you describe is really a North America phenomenon, where major program management is just not viewed as a discipline in itself. Would you ask a guest why they is in North America? How come I always say Canada is at least five to 10 years behind what the UK is. I haven't quite been able to explain why North America is behind. One of the policies I have is just the way major projects are funded, not founders centrally, like the UK, there and therefore create doesn't create a center of knowledge that the UK has with Treasury. But do you have any view on that? 13:54 That's a really good point, the centralization of a lot of the biggest projects in the UK. I think you're onto something there. I mean, that that would explain why there's been so much investment, at least in part, why there's been so much investment and trying to understand kind of the major program management phenomenon. In the US, we obviously, I guess in as in a lot of other places have a robust private sector. That very active builds a whole bunch of different things. And then we have the public sector, which is probably more focused on what you'd consider traditional infrastructure, and then your private public partnerships for for large events and stadiums and that type of thing. The US is a complex network, and pardon me for overusing complex, but I'll probably be using it a lot in this conversation. It's a rather complex overlap of jurisdictions. So for example, the federal government came out with the infrastructure plan, build back better, massive amount of money, but unlike in the UK, in the US, the federal government's role is basically to distribut and administer of money, they're not particularly involved in any of the actual construction, or conducting major programs that can happen at the state level that can happen at the local level that can happen in public private partnerships. So you definitely have a very fragmented market for pursuing any of these types of projects. So then the private side. And of course, this is financed completely differently as well. Why it hasn't made it far enough along, or as far along as in the UK? Maybe it is because there's not as much of a central actor, as there is over there. But it's an interesting research question. Maybe we can get convince some of our colleagues at Oxford to take it up. Corail 15:48 Yes, talking about research, and I know you, you are really fond of everything. Academic related, following on what you just said, Jim. I think it's really interesting for our listeners, who are leaders in major programs to get your knowledge in a bit of sense of your knowledge in the research into major program. And I know that you're fond of many frameworks that help improve major programs. And I was wondering if there was, like one framework out of your time in Oxford that you saw was particularly useful to improve the performance of major program? And could you share that with our listeners, Jim 16:32 I'm happy to share some of the conclusions I've come to and some of the frameworks I've found more useful than others. Of course, the big challenge is always empirically establishing a framework or trying to apply a framework that's been super successful in one area to another area and see, see how it goes. So there are a whole bunch out there, I think a lot of them are more applicable to certain circumstances than others. However, the framework I use for my dissertation in particular is called the Galbraith Star model. It's, it's been around forever, primarily applied to ongoing businesses, not necessarily major programs. But we had a professor at Oxford, introduce it to us, and show how it could be usefully applied to major programs in particular sort of extend its range beyond your your typical business consulting practice. So I found that one fairly useful on primarily because it's, it's sort of simple to conceptualize, it's got a are, for those who don't know, it's a five pointed star, it's got several aspects of an organization that all need to be organized in order for the organization to kind of hit its goals or realize that strategy. And in that instance, certainly applies in a major program context as well. It's also somewhat easy to understand for for people that are used to working in more traditional business environments, or sort of more traditionally practicing project management. So things like identifying a strategy or the goal of a major program, and then making sure that you've got a management structure that supports that strategy. And you'll get decision processes that help information flow among the people within the structure. The other two areas, which interestingly seem to get next to no attention are people. So the which would open up areas of psychology and and behavioral economics, and then reward structures. So how do we actually keep our people who are working on the project who are compensated in a variety of different ways, whether they're the general contractor or subcontractor, the developer, or the municipality or a government official, and everybody's sort of rewarded in different ways? So the question is, are all of those areas sort of aligned in the same direction, so you can accomplish the goals of the major program? So I guess the one of the questions is what is, you know, the perfect alignment for a major program and some of the research I did, unfortunately, was inconclusive in that area. It doesn't seem that there's a single right way to organize a major program, but provided all of those areas are aligned, I think you've certainly got a much better shot of finishing one successfully, Riccardo Cosentino 19:26 if I may jump in and follow up because that framework was a very interesting framework. I was fascinated by that class and having worked in major programs for a big chunk of my career. And I think the for me, the lightbulb moment was major program is a temporary organization. So although the Gobrecht star can be applied to major program, you have to do it through the lens that these are temporary organization. And I think that was a nuance of major program that never occurred to me So as you're designing your organization, you have to keep in mind that you have challenges and opportunities that come with a temporary organization. So, in your view, how much does that influence the way you're designing a major program organization, the fact that is a temporary one. The deal did your research touched upon that? Jim 20:23 It did. In fact, I, in some sense, one could look at the defining difference of a major program, relative to a permanent organization, is the fact that it's temporary. But when you unpack that a little bit, and you start to think about what Temporary means, offer that a lot of the permanent organizations and the permanent organization mindset is far too focused on longevity, when we actually don't see companies last as long as some of the major programs that we work on. So even though a major program may be temporary, you know, a beginning and an end, people can work on a single major program for the majority of their career. So they are so long lived, that they're, they're temporary aspects, maybe more of a perception necessarily than a mental chronological reality. And similarly, on the corporate side, where people are looking at, you know, perpetual existence of a corporation that very rarely happens. Most companies could probably benefit from thinking, and again, this is my opinion. So for all the people who own companies out there who think that I'm a fool, they're certainly welcome to that perspective. But I think companies would probably benefit more by acknowledging volatility and change and sort of the temporary lifespan of whatever a single strategy is, and maybe the major program world would would benefit a little bit from looking at their projects more organically, because they certainly do evolve over time and less from my on a sort of linear project management standpoint, where point A will never be revisited after we complete it or pass it, because we're temporary. So we're gonna do ABCDE. Whereas you're really not you're going A, B, C, D, B, C, A, D, and then kind of spiraling apps. barleys, not the right word. But hopefully your project doesn't spiral but evolving forward in a nonlinear framework. So I guess it's a long winded way of saying, yes, they're temporary, but maybe not as temporary as it's helpful to consider them being, particularly since these projects are supposed to really impact communities for generations, even if their actual construction or development is somewhat limited. And again, could be decades but somewhat limited. I think the perception behind their concepts. And what they're supposed to do for a society is far longer than even most permanent organizations. I mean, the investment we're making in any of these things is really supposed to be generational. Riccardo Cosentino 23:14 Thank you. That was interesting. Exchange, and certainly helped me revisit some of my view about major projects or temporary organization. Jim 23:25 One of the things that was glaringly obvious in my dissertation mean, there was very little that was glaringly obvious in my dissertation, it was largely failed to support the management frameworks that I had formed based on the literature. But, interestingly, of the Galbraith principles of the five points of the star, people and rewards barely showed up at all. So there was, if you think of programs, as we have discussed, having a beginning and an end, whether that's an appropriate perspective or not, they certainly do go through phases from concept of you know, what, what qualifies as completion, although I'll offer that the never really complete, but that whole aspect of people aspects and the reward aspect, explicitly tied towards stakeholders that are involved in the program, kind of a much broader perspective of who was actually involved, and then rewarding people for their involvement in the success of the program, like completely lacking. It didn't show up at all. I mean, maybe towards the later part of a project, did you start to see some considerations about people and how they were going to use the output of the of the program. But really, in the beginning, it was all strategy and structure related. I mean, it just didn't even show up. The programs are so Mayopiccally focused on, on this strategy thing that they never really, at least in my research, exhibited any consideration for people and rewards. So you got another area of research that's probably worth considering there. Riccardo Cosentino 25:16 That's interesting. So your your research show that major programs don't take the time to design a compensation structure and a reward structure to align the interests of the project with the interest of the leadership and in Jim 25:36 really, it really anybody I mean, there's there's certainly incentive based compensation mechanisms at the corporate level, you know, risk base, you come across this all the time, whether you're delivering a turnkey project, or you know, cost plus, or g max, or whatever the structure happens to be relative to the contractor. But in my experience, particularly if it's a major program within an organization, so we worked on a program, or I did with a, another friend of mine, where a company was digitalizing, their entire, basically production stream. So it was within almost exclusively within an organization, although obviously, it touched on some external partners as well. But there was no bonus incentive, there was no reward structure, there was no career path, you know, sort of advancement on to greater challenges or responsibility for implementing the program successfully. I mean, it was literally like, your job is to do it. And good luck. We'll be back in touch if things go wrong. So that to me, that, to me seems like an opportunity to to pull people in the same direction. One acknowledge more broadly, the breadth of the stakeholders that are influenced and then within the program, aligning some of those reward incentives, which may or may not need to be monetary, but aligning those reward incentives within the program to see it completed successfully. Riccardo Cosentino 27:09 Yeah, can it can resonate any makes sense? That's certainly my anecdotal experience. And when you're when you think of a major program, do you think, you know, stakeholders have a lot of influence on the success of their major programs, I've never seen in the few, one of the few major programs I've been involved with, and alignment of the project leadership to the stakeholders. So you know, you could have situation where you could have engagement with stakeholders, and measuring and getting the feedback on how the project is delivering against their needs, and aligning the compensation of the leadership to the stakeholder needs, because we know from our study that stakeholders can derail a major program. And then stakeholder management is key. So there should be a metric that should be aligned. Jim 27:59 Sure, we're in there also a tremendous asset to a program to the coordination takes a huge amount of resources. And it can be very frustrating, particularly from a project management standpoint, where there's a, there's a tendency to to go, go, go, go go. So any sort of these, these stakeholder intervention points, I think, have probably traditionally been viewed as a burden for the program. Whereas leveraging resources of a community, and this comes up a lot in my native state of Maine, particularly with some offshore wind programs, recognizing the support and resources that the local community can provide is a pretty big step. We've got these offshore wind communities obviously touch a lot of sea based industries, fishermen, marine biologists, obviously, the electricity company, but also shipping, manufacturing base quality jobs within the state of Maine. I mean, these are huge opportunities that touch so many different aspects of society. And that can be positively influenced by them. But you kind of have to start with that first perspective that there are a lot of people involved that have a lot to contribute. So engage them early and often and I you should have a better program. Riccardo Cosentino 29:24 Music to my ears. Correll, over to you again, with your series of questions. Corail 29:33 I wanted to go back to a more personal question now. What do you love most about your work and about setting up a consultancy in major in the major program industry? I think what would be interesting is to know more about you and what what does it take to be a major program leader? Jim 29:56 More about me professionally, personally, what attracts me to Do it what a, and we could go down a rabbit hole here. Corail 30:04 I'd be interested to know more about you personally, and, you know, understanding better. What do you love about your job? What drives you to this field? And yeah, what's what is your passion? Jim 30:22 So big, big question, obviously limited time in a podcast format. So I'll try to be as specific as possible. But what what drew me to the real estate industry in particular, despite my best efforts to avoid getting into what had been a family business for years, was how multifaceted is probably an overused description, but how many areas real estate touched any sort of construction project, which sort of, you know, goes back to the broader stakeholder engagement perspective, but also the number of disciplines who are are had to be involved in any successful project, from architecture, to engineering, to finance to delivery to sales, I mean, there, there's not a lot of pigeon holing within real estate, people have to be somewhat familiar with a great number of things in order to have a project delivered successfully. So, you know, personally, I like the breadth of knowledge and the breadth of engagement and the opportunity to use a whole bunch of different skills without diving maybe sufficiently deeply in any of them. My background, certainly, as I mentioned, finance, and there's that's sort of a obvious area one could focus on. But what I've discovered over my career is that any subject, such as finance, is really, again, back more to being about the constituents, stakeholders involved in the finance process. So I can run spreadsheets all day long, I can make him say whatever you want, I can regress to the mean, I can calculate internal rates of return. But what really matters is the people within the transaction, and what they what is their perspective, if I'm a lender going into a project, what Yes, I want my money paid back. Yes, I want interest to to be generated on the loan. I mean, all of these things are fairly cut and dry. But what does that actually mean for the loan officer, the person that you're working with on a day to day basis? And how does your program fit within the larger context of the organization that's lending you the money. So even within something that seems like it would be as as specific and cut and dried as finance is really a far broader and more interesting opportunity to connect with people that have a vested interest in the project? I think that is one of the things that's most appealing about being at least for me, personally, being in a consulting practice or forming a consulting practice, are, I'll say, the second most interesting thing is the breadth of engagement and the number of different subjects and aspects of major programs that you get to touch and sort of have to acknowledge at a minimum to deliver services to your clients. But hands down, the most rewarding thing is the people I get to work with. So and Oxford definitely raised that bar in terms of professionalism and capability of the people on the teams. So does that answer the question people and diversity of subjects? Maybe Riccardo Cosentino 33:28 you sold that to me? So Oh, good. Jim 33:32 No good. Should I point you to our website, because we're always looking for new clients? You Riccardo Cosentino 33:36 should you should what's, what's the website? 33:38 The company is called Two Rodes Group. Website is www.tworoadsgrp.com. As you mentioned, we've got partners in Dublin and London and here in the States. So I won't get into the story of the name. I'm not that I'm not romantic enough to do justice to it. But yeah. Riccardo Cosentino 34:03 Now you have to now. Jim 34:08 So, Robert Frost, former Poet Laureate of the United States and find New Englander wrote a poem called two roads. And the ending stanza is two roads diverged in a yellow wood and I took the one less traveled by and that has made all the difference. So when we start to think about major programs and adjusting the perspective, we tried to bring in that road less traveled, the the opportunity to make all the difference by looking at traditional forms of delivering major programs and offering some alternatives that hopefully will make a material difference. Corail 34:45 That's amazing. Thank you, Jim. Riccardo Cosentino 34:48 Very nice. And by the way, the link to your website will be in the show notes and in the episode description so the listener can can find the details if you I couldn't read it down quickly enough. Okay. I think we're coming towards the the end of the podcast currently, if you don't mind, I'll ask the final question to Jim. And so, Jim, in your mind, what would be the dream major program? What will? What would that look like? Jim 35:20 There has so the absolute dream program under sort of all circumstances, for me would be impact related, particularly related to climate change in the natural environment, having grown up in Maine and actually sitting in Maine now looking at the ocean, I think, maybe Maine culture is somewhat uniquely attuned to or dependent upon the natural world. So given all the climate related challenges that everybody acknowledges that we have now, unfortunately, any project that influences a basically preservation of the natural world is to me hugely meaningful. So whether there's delivering clean energy, whether it's considering different ways of funding, climate related initiatives, reef preservation, I'm being a little coy because we just bid on a project recently that had some of these characteristics. But since it hasn't been awarded yet, I can't get into too many details, but basically, the opportunity to use the inherent transformational aspects of a major program to to improve any of a number of situations, particularly around climate change. Riccardo Cosentino 36:32 Very nice. Okay, I think we come to the end of the podcast, Correll, any, any, any final thoughts from you? Corail 36:43 I just, I'm thinking that if every leader, were interesting in the same topics as you, Jim, we wouldn't situation we are today. So I hope you're an inspiration for all our listeners. And thank you for your time. Riccardo Cosentino 36:59 Thank you very much, Corail for CO hosting the podcast with me. Thank you, Jim, for joining us in this conversation, always stimulating conversation with you and Corail. Any final thoughts from you, Jim. Jim 37:14 It's, it's an exciting world. Major programs are definitely a topic not only were studying, but fascinating to work in. So I encourage everybody who's got the chance to consider the topic and get involved. Riccardo Cosentino 37:27 And on that, thank you very much for joining us this week, and we'll talk to you soon. Bye now. Thank you. That's it. For this episode, we'll navigate the major problems. I hope you found today's conversation as informative and thought provoking as I did. If you enjoyed this conversation, please consider subscribing and leaving a review. I would also like to personally invite you to continue the conversation by joining me on my personal LinkedIn at Riccardo Cosentino. Listening to the next episode, where we will continue to explore the latest trends and challenges in major program management. Our next in depth conversation promises to continue to dive into topics such as leadership risk management, and the impact of emerging technology in infrastructure. It's a conversation you're not going to want to miss. Thanks for listening to navigate the major programs and I look forward to keeping the conversation going Music: "A New Tomorrow" by Chordial Music. Licensed through PremiumBeat.DISCLAIMER: The opinions, beliefs, and viewpoints expressed by the hosts and guests on this podcast do not necessarily represent or reflect the official policy, opinions, beliefs, and viewpoints of Disenyo.co LLC and its employees.

Whatever your background, you can build a successful treasury career. Kevin Wang, Vice President and Treasurer at Eastman Chemical Company, began as a pre-med student before switching to treasury. He joins this episode of The Treasury Career Corner to tell his story and explain how he empowers others to develop their own career journeys. Plus, he tells us how he demystifies treasury for other teams, why cross-functionality is key and what we should look out for in the future. After leaving college, Kevin's finance studies saw ConAgra take a chance on him, offering him a financial development programme. During a decade with ConAgra, Kevin worked as Associate Financial Analyst, Financial Analyst and Senior Financial Analyst before moving into finance management and directorship. He joined Eastman Chemical Company as Director of Capital & Risk Management in 2018, later becoming Assistant Treasurer, then Vice President and Treasurer, the role he holds today. Kevin holds a BSBA in Finance and Psychology from Washington University in St. Louis and an MBA in Management & Organizations, Finance, from Northwestern University, Kellogg School of Management. On the podcast we discussed… How Kevin moved from pre-med to treasury Why he left ConAgra for Eastman What he learned from his managers How he demystifies treasury for other teams What it's like becoming a treasurer in a familiar company What treasury professionals should consider for the future Why cross-functionality is important The benefits of building customer service skills How he plans to empower people to grow their own careers You can connect with Kevin Wang on LinkedIn. Are you interested in pursuing a career within Treasury? Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move! If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts click here! Subscribe to the Treasury Career Corner podcast newsletter to receive a link to every week's episode as soon as it's published via click here!If you're interested in learning more about the fundamental pillars of treasury, download my free Corporate Treasury eBook by clicking here!

Kimel Fryer is a seasoned professional who transitioned from a successful nine-year career in corporate finance to becoming the Executive Director of Indie Memphis. Having previously served as a Senior Financial Analyst for the Healthcare Business Unit at FedEx Supply Chain, she played a crucial role in their downtown Memphis expansion. Alongside her financial expertise, Kimel is a versatile talent as a producer-writer-director, with a deep-rooted passion for creative endeavors since childhood.   Kimel's notable accomplishments include producing the feature film "Life Ain't Like the Movies," currently available on Amazon and the Tubi networks. She is also attached as a producer for the upcoming film "The Pact," scheduled to commence production in 2023.   Beyond her prowess as a producer, Kimel is an accomplished writer who has penned several scripts. Additionally, she made her directorial debut with the short film "Something's Off," which gained acceptance into nine esteemed film festivals. Committed to empowering communities, Kimel served as a mentor through the Indie Memphis Crew Up program in 2022, guiding aspiring students as they created their first short film, "Amorphous."   Kimel is an active member of various organizations. She takes pride in her involvement with Alpha Kappa Alpha Sorority, Inc., Women of Color Unite, Women of Color Filmmakers, and her role on the UTK Law Alumni Council. She holds a B.B.A. in Finance from the University of Memphis and a J.D. & M.B.A. degree from the University of Tennessee.   While juggling her professional commitments, Kimel embraces the joys and challenges of motherhood, raising her two energetic boys, Michael and Kameron, who bring love and cuddles to her life outside of work. As a native of Memphis, Kimel's deep connection to her community fuels her drive to make a lasting impact in the film industry and beyond.   Connect with Kimel: Website www.indiememphis.org Instagram @frysmalls or @indiememphis   For more information, visit the website or send an email.   email: wegotproblemspodcast@gmail.com Web: https://www.wegotproblemspodcast.com Networking Group Join We Got Problems After Dark   Our Websites https://wegotproblemspodcast.com https://curtisgmartin.com https://rhondawritesofficial.com https://thetrashvegan.com   Follow us on Social Media:  @curtismartin247  Curtis G Martin @therhondalbrown Rhonda L Brown @the_trash_vegan_ Caliph Johnson Sr @thego2chic LaCheka Phillips    #curtisgmartin  #rhondalbrown  #caliphjohnsonsr #lachekaphillips #wegotproblemsafterdark #wegotproblemspodcast #therhondalbrown #the_trash_vegan_ #curtismartin247 #wegotproblems #wegotsolutions #CurtisGmartin #RhondaLBrown #CaliphJohnsonSr #author #entrepreneur #iindiememphis #kimelfryer #Movies #film  

Kristen Mackey, Administrator of Arizona Department of Economic Security- Rehabilitation Services Administration; Jacy Wilmes, Managing Analyst Financial Services Administrative Team supporting the Division of Employment and Rehabilitation Services, and Morgan Harmon, Senior Financial Analyst, for the Finance and Business Operations Administration, joined Carol Pankow in the VRTAC-QM Studio. Kristen, Jacy, and Morgan explain how they have navigated and managed the fiscal support services consolidation at Arizona VR. Learn about the solutions and lessons learned that make Arizona's synergistic approach work for everyone.   Listen Here   Full Transcript   VRTAC-QM Manager Minute: How to Survive a Move in VR support services and Come Up with a Solution that Works for Everyone- Arizona VR   Music} Speaker1: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Welcome to the Manager Minute. Kristen Mackey, Administrator Arizona Department of Economic Security- Rehabilitation Services Administration, Jacy Wilmes Managing Analyst Financial Services Administrative Team supporting the Division of Employment and rehabilitation services, and Morgan Harmon, Senior Financial Analyst, for the Finance and Business Operations administration are joining me in the studio today. Holy cow, I can barely say all of that, big crowd. So thanks for being here. Kristen, how are things going in Arizona?   Kristen: It's going well. We are settling into a routine of hybrid services and just getting to be really nice time of year here in Arizona. The weather's beautiful.   Carol: Well, you go, girl. I wish it would have been nice when we were there in January. It was not. It was raining. I'm like, What happened?. And Jacy, how are you doing?   Jacy: I'm doing great. Have a baby on the way right in the middle of July. So, you know, perfect time to have a baby in Arizona when it's 120 degree weather.   Carol: Oh, wow. Well, congrats on that. That's pretty cool. And Morgan, I got to see you out at CSAVR. How are things going?   Morgan: Yeah, it was great being out there. Great seeing everybody. Things are going well from my end. Got some vacations planned that I'm really looking forward to.   Carol: Excellent. Excellent. Well, thanks for being here today, guys. Really appreciate it. Kristen, you were actually on my very first podcast back in May of 2021, talking about how VR is going to look post-pandemic. That cracks me up because it seems like a decade ago and so much has changed since then.  For our listeners, our fiscal team at the VRTAC-QM have been working with Arizona combined under an intensive agreement, and we've gotten to know Kristen and her team so much better and are also working with both the DSA fiscal staff and the Division Administration fiscal staff. It is a really complicated setup, but we're going to get to that in a minute. So coming off the recent CSAVR conference, I thought it was really fitting to talk about how to survive a move in support services and come up with a solution that works for everyone. And I was talking with so many different VR agencies and folks are struggling with this movement of support services. I'm talking about, you know, moving your fiscal team, your HR, your IT from under the VR purview into more of a shared services model or up at the DSA level or sometimes even a move where it's going to a statewide entity.   Carol: And that is really common with IT. Now, you can't stop the DSA from consolidating services since it's happening everywhere. So let's figure out how we can work through this to make it work for VR. So when we were on site with Kristen back in January, we saw how this consolidation was working firsthand and we got to meet some pretty terrific people that are very committed to learning and understanding the VR nuanced pieces of the work. And so I wanted to break this story of what happened in Arizona. And I think you all can be of help to some other states. Now, I need to make one more disclaimer. No state has a perfect system and everybody struggles still, but they have really taken a great approach in Arizona to get this into a workable situation for all. So let's dig in. So Kristen, kick us off with a little information about Arizona VR. Like how many staff do you have, How many customers and how long have you been with the agency?   Kristen: Thanks, Carol. Arizona is a combined VR unit, and we have about 326 staff members right now that are just in the VR world. And then we have our support services that also help manage the madness as we say. We serve just under 11,000 clients right now. Our numbers are slowly starting to trickle back up, but we're still about 30% less than we were prior to the pandemic. I have been with the agency for 15 years. I started as a brand newbie transition counselor and had worked my way up and was in the policy unit when WIOA came into fruition. So that was a great place to be at that time and then moved on into the administrator role a couple years after that.   Carol: Well, it positions you very well being in that role with WIOA coming into play for sure. So Jacy, why don't you tell our listeners a little bit about your background and current role?   Jacy: Yeah, I graduated from Iowa State with a degree in finance back in May 2020, right when the pandemic hit is when I graduated. This was my very first job out of college, and I started off and I was actually supposed to be the WIOA and Employment Administration analyst, but we had someone leave and I got swung into the RSA role. There was a lot of learning. So I was a financial analyst fresh out of college, really just got thrown into this position a ton of learning for about a year and two months on that program. Got it in a pretty decent spot and in the Financial Services Administration world and then got switched over to the unemployment insurance program. So I became a senior financial analyst over there. I worked on that program for about 9 to 10 months and think for everyone in RSA, just be glad you're not in UI. So yeah, and then I took over the management analyst position on the team, which is kind of just the workflow manager for the team. So we have a supervisor who's a senior managing analyst and then I'm right under him, so I just manage all the workload on the team. I review all the Fed reports. I review everyone's documents. I kind of get the whole team in the same groove with our actual workload.   Carol: I like it. I like that you used groove. You can tell you're all in a good groove for sure. Appreciate that. How about Morgan, Over to you. The same question.   Morgan: I graduated from ASU, got my degree in economics, and right after graduating I went the personal finance route where I started off as a broker for Charles Schwab, got my series licenses, talked with clients, place trades all day. I enjoyed it. But I had a friend who worked for the state's Department of Economic Security, actually over UI who would reach out to me like every few months is like, Hey, you should come work with me. And so about a year and a half ago, I took the leap. I left my job with Charles Schwab and came to work on public finance for the government. And I really haven't looked back since. I've really enjoyed my time here. I enjoy the people that I've been working with currently on a financial planning and analysis team with a great group of people. But being placed over RSA has definitely come with its challenges. It feels like the previous analysts in my role have all found pieces of a puzzle that they've been putting together and then when they leave, it's like they move that puzzle and things are still somewhat in place, but other pieces have moved and then it's just trying to put it all together. And I've enjoyed that challenge. I've enjoyed learning the program. And yeah, we've got a great group of people here.   Carol: Yeah, very cool. We saw that when we were down in January. That's why I just thought, I've got to talk to this group because you guys really have a unique setup and I think it will be important for other people to hear about that. So, Kristen, why don't you talk to us about the overall structure of the organization, like the DSA you live under, what services are under the big DSA and kind of that how this all lines up?   Kristen: Yeah, The Department of Economic Security is one of the largest agencies in state government. We serve more than 2 million clients every year, more than 40 programs to address all of the social and economic needs of those that we serve. DES is employees. We really have more than 8000 employees across the state. So we're a ginormous state agency. Seven program divisions such as adult Protective services, child Support services, developmental disabilities, and then our division, which is employment and rehab services, all of the DOL programs are also within our division. And so we work closely with the WOTC and UI and our local workforce development areas. All of that is under our division. So we are one of the largest divisions within the department as well. Then there's six operational divisions that help keep the lights on and everything that happens to, you know, keep the programs moving. Yeah, as Sarah would say, it's a big dot deal.   Carol: It is a big dot deal. That is a big group. And as Jesse said, we can all be happy we're not in UI.   Kristen: So yeah, we see that firsthand every day being part of our division, the UI madness.   Carol: Oh yeah, absolutely. So, Kristen, when did the change occur for you with this movement of the fiscal team from under your direct purview? Kind of describe what happened at that time.   Kristen: Yeah. You know, the department had been doing some of the shifts and kind of had you had talked about, you know, IT training. What are those services that support the divisions but kind of do the same thing for all of the divisions and all of the programs. And so about 5 or 6 years ago, we had the shift in contracts, training, fiscal, policy. All of those were moved to a shared services model. And under that shared services, you may have a single administrator or a single point of contact for the entire division. And as you just heard, our division is really large and very different in the services that we provide. And so we found that it's not always super helpful to have one person that is spread across all of those different programs. So previous to that, we had the fiscal staff reported directly to the RSA administrator and that fiscal person had a team of individuals under them. We had very tenured staff in those positions. We had people that retired from their positions. And so the work then became, you know, it was a unit. They all learned from each other. They had been through monitoring. They had known all the fiscal people and federal RSA. They had done all of the work. And so I think we're not immune to what business is now, right? People retire, new people come in, people leave, people shuffle. And we found that we just had staff that didn't have as much knowledge of our RSA programs and didn't know the technical side of the work either.   Carol: Gotcha. So this new structure, it's kind of a little confusing still to me. A little bit. If we could like go through what does this exactly look like? And Kristen, maybe you talk from the highest level and then I'm going to go to you because you have like the next chunk and then Morgan can talk about like, how does this all fit for the fiscal?   Kristen: Yeah, it is complicated. The department has the operational division, which is the division of finance operations or financial operations. That's where Jacy is housed. So they do kind of the big bucket activities under the grants management portion of the work. And then within our division we have the Finance and Business Operations Administration. So that is where Morgan and team are housed. And Morgan and Jacy, they work very closely together to manage the aspects of the work. And then, you know, I'm a pest and throw myself in there every once in a while, more often than they probably wish to understand, you know, how do we manage the work and what needs to get done and when.   Carol: That sounds good. So. Jacy, you pick it up from where Kristen kind of talked about it, Like, how does this flow between you and Morgan?   Jacy: Yeah, if I use acronyms, Financial Services Administration, we call FSA. That's where I'm housed. So an FSA, we kind of like Kristen was saying, we manage the big buckets of things. We do the big Fed reports, we do all of the federal drawdowns, we manage the payment systems, we manage the budgets in our accounting system. So when we get new award letters, Kristen sends them over to us. We load them in, match everything up to what the feds have sent us. We reconcile the revenue we receive to make sure that we're actually spending it down. We do a lot of analysis that are kind of more higher level and the way we work with Morgan and team, I would say they're more in the weeds of things. They see a lot of the actual invoices where we just see an expenditure into a category. So we'll see personal services, employee related expenditures, while they may see the actual documentation for that cost. So the way we work with Morgan is we just really rely on their knowledge of the program itself because like Kristen said, in division of financial operations were moved around a lot. So I'm the managing analyst on the team. I'm over our employment administration. I dabble in a little bit of childcare so we don't have a vast knowledge of each and every program. We try to become a subject matter expert in each one. When I came on, I was actually a subject matter expert for FSA in RSA because that was the one I spent the most time on. And then I'm also a subject matter expert on UI. I don't have the most expertise in the other areas and that's where other people come into play and that's where we utilize them. It's an interesting setup. Whenever we do an analysis specifically for our spending down our match. As everyone knows, spending down match is very complicated with RSA just having to meet a 15% pre-ets and also 21% state match. We work with Morgan and team to kind of utilize the client system they use and also our accounting system to come up with, okay, how much have we actually spent, what are we authorized? And then also just utilizing them for any questions we have when we see expenditures or anything on the federal report that just looks a little off from what we think we should be reporting.   Carol: Gotcha. So I was thinking and you just graduated from school in 2020 and look at all the buckets that you are over or impacting. That is a lot. Good for you. Good for you.   Jacy: Thank you.   Carol: So, Morgan, tell us about like, okay, now you're the weed guy, so you're the weeds. How does this I shouldn't have said it that way. So sorry. How does that all work? How does that work? Being the weed guy.   Morgan: It's fun. I say that with air quotes. Jacy explained it really well. Kind of our relationship there. What I would say a lot of my job is working with the programs like the various nuances that each program has, how they work with clients. We take, like the Transition School to Work program, where the ones that approve the budgets, we send out those invoices, we make sure that we're collecting that money and if necessary, we'll do an expenditure correction and a pretest, which would then send a Jacyso that he manages that at the grant level. I'm looking at it all on the program level. So my main deliverable that I provide each month is a budget packet, looking at each individual program that all feeds into like the Section 110 grant or independent living. We look at each of those programs, how they're performing, how they can improve and then go from there.   Carol: Yeah, I have to say, your budget packet was really impressive because you guys had showed us the reporting that you do and I'm like, Oh wow. I had told Kristen, I'm like, You are actually very fortunate that you have these fine gentlemen who really get at a lot of great information about what is exactly happening with the financial position of the program.   Kristen: Yeah, I'll give credit to Morgan, too. I mean, like I said, we had tenured staff and, you know, I think we all thought we were doing it just right. And as we dig in, we learned that maybe we weren't just doing it just right over the years.   Carol: Right.   Kristen: And so just having that fresh look into what is actually happening and are we doing it the right way. Morgan and Jacy and the team have done a really great job at reevaluating our processes and making sure that we're heading in the right direction.   Carol: Well, and since you brought that up, Kristen, you would let us know there was quite a bit of turnover, and that has seemed to now stabilize. Like that core group that is around now seems good. And you've all been around for more than six months, which is really, really nice. So Kristen, how do you keep that momentum and knowledge alive with this turnover that's been happening?   Kristen: We think we're still working on it, right? Recognizing and know that the teams have folder structures in the background that we look for access to. But all of the reports that. Morgan. And are working on. And I'm amazed at the work they do in their Excel spreadsheets and books in the macros and the databases and everything. I don't understand all of that. And so you see these documents are housed in folders and it's really up to them to try to figure out like, what is this? You know, they can push a button and it'll pull things forward. But is that really the right information? So I'm really fortunate that both of the teams, I think, are working towards memorializing what is it that we're doing and how does it work and what is the actual behind the scenes work that, you know, what are we pulling into these documents? It's not just relying on a preformatted sheet and having it just pull what it's always pulled. So just trying to just be aware and think. My role is I poke quite a bit. Is this right? Do we know what that's pulling? Can we identify what that means? So just allowing some space for additional questioning versus just assuming that what's been there and always there is right. Because think we love the people that worked with us before and nothing against them, but we need to make sure that we're doing it the right way at this point in time.   Carol: Yeah. And love it, Kristen, that your team is always really willing to say don't understand what this report means. I love that. I think it was Jacy and Morgan were handing you some stuff and we were all in a meeting and you're like, Okay, what does this mean? Can you guys walk me through this? And I love that because then Morgan and Jacy have a really nice way, a good style of talking in plain language to us non-accountant kind of people or whatever, and could explain the process really well. It was cool.   Jacy: Yeah. So I think there's a few things I could add to that just because, like Kristen said, there's a lot of files we use. So I think one thing that we've really been working on as an agency in general is just standard operating procedure. When we create a file, we also create the steps to update the file. What we're looking for in the file. When I came on, it was my third month was when the RSA17 dropped. That's when it became a brand new report. So I had to create the entire template in Excel. I had to create all the backup documentation that goes into that report. And it was very confusing. And I think every quarter it's still a work in progress of like the deeper understanding of that report. And now they come out with new kind of technical assistance for it and it's really helpful. So we kind of update our ways of how we update it. We talk a lot with Patricia, our RSA liaison, and she's very helpful on telling us, Oh, like this is what you should be doing here. So those are the kind of things we do on the finance side of things is we create a standard procedure, we create actual templates so that way it doesn't have to be redone. It's just the next quarter someone can take my template and add on to it and then also see the standard procedures of like, okay, this is how I would update this. We also specifically for everything we do, we go through a multiple step review process. So for federal reporting on the team, three people review it and those three people could all have a different experience with federal reports and they could ask very good questions. And then the last thing I wanted to mention was Kristen mentioned that me and Morgan have been really good at supporting, but to be honest, we couldn't do it without the advice or what Kristen and the team wants. At the end of the day, we're support services. We provide what the program thinks is useful. We try to just update whenever we have our monthly projections meeting, and that's when Kristen kind of mentions like, Hey, I don't think this is as useful as it can be or hey, like I think this is really good. Please keep this in there. And we constantly are updating our packet to meet those needs of our divisions.   Carol: Yeah, that's what I loved about you guys most because there is this really back and forth and this fluid flow and it isn't super rigid. Like, well, we developed this report and this you get what you get. So that is like one of my favorite parts. I know when I was working with your person that does a contract monitoring and just was able to review that standard operating procedure on that, which was super well done. And there were just a few little pieces to include in with current reg changes and things like that. Super responsive. Like I thought the work that you all are doing with those standard operating procedures is just you're nailing it. It's really good, really good. So I know our team was super impressed with the work of everybody, but I really wanted to go into a little more about that work Morgan does. So as I'm understanding, he is still on your side of the house, at least. Kristen, within the Finance Administration, within your division, and he has this colleague Zach. And so I got a chance to do some initial training with Zach as he first onboarded because of course VR is a big, interesting topic with lots of weird terms and acronyms and trying to get him grounded. But Morgan, I was wondering if you could walk us through a little bit more about the work you do for the VR program. And you got a little more in the weeds and you were starting to do analysis on some different things for folks. So can you talk a little more about that?   Morgan: Of course, the way that we used to be structured is our team had about three or more analysts that all worked under RSA, but back during COVID, that was cut down to two analysts. And then when I accepted the job, I was the only analyst doing the work that I do, which was working directly with the programs. Mike would meet with the various program heads over Behavioral Health Services Transition school to work, meet with them. We'd talk about the programs, figure out what kind of work they needed or adjustments they needed from a financial perspective, and then would take that information, roll it all into our budget packets, and then go present that to Kristen. The hard part of the job is it felt like I was routinely just turning a wheel. I was looking at the previous work that the analysts were doing, trying to piece together what they did, but then I didn't want to break anything, so I just kind of kept it in their same process. It's been a learning and growing process, trying to piece together RSA from the training that I received. And then about three months ago we were able to bring on another analyst to help support RSA as well. And I feel like the knowledge and the core that we have around this program is growing significantly to the point where I'm now able to work with Zach. He's able to handle a lot of the day to day tasks, making sure that we're getting these invoices sent out, that we understand the numbers that are in Libra or System seven, what we're reporting for the account balances and making sure that we're actually properly tracking where our dollars are being spent, if they're going into the correct program or what reports might need to be adjusted because we might be over reporting on a grant, especially if we can't understand where that money is coming from.   Carol: Want to ask you a follow up question on that, Morgan because I had seen it on site. You were starting to dig in and you were doing this analysis. Have you had any kind of aha moments as you've been looking at the data, as you're putting information together for Kristen and have some things like just jumped out at you about what you're looking at?   Morgan: Absolutely. And I think the biggest one recently was understanding Match and how match plays into everything that we do, where that money is coming from, how much we're receiving, how the state dollars are matched with federal dollars and how we're reporting that. And then have we been reporting that properly between projects being 100% fed? Have we been mixing state in there and found past reports that that's been happening? And so now we got to go through and correct it and feel like building a foundation of the program has really helped me understand what needs to be done from a financial perspective. Understanding the grants, where this money is coming from, how match plays into that, and then spreading that out across the programs. It was really eye opening to understand that this is what we are managing and this is what we need to fix.   Carol: Yeah, I love that. I do. I love that. Kristen, I just wondered back to you, how is this work of Jacy and Morgan really impacted you in your ability to manage?   Kristen: Gosh, like having the line of sight into the budget and the projections and the out years. What's our reversion potential? What do we have like managing and seeing all of that nearly on a monthly basis is the point we're trying to get to. I remember thinking previously we got these budget packets are beautiful, but wasn't sure like what grant your money is, is coming from. Is this what where does this go? How did how am I. So at a month to month glance it was fantastic. But from an overall big picture of managing the grants over multiple years was a challenge for me and preaches a very specific example. What is being applied? You know, how far am I away and how much is that going to detract from the overall grant? So having some of those conversations and I think as a group, we've said these things out loud and we've tried to figure out, okay, how can we have documents that help all of us understand what's happening? Because not only do we have ourselves right and we are involved in, you know, usually daily, from at least our perspective, you know, probably as well. But we have a line of leadership that's also that we have to report to that doesn't understand and won't ever understand all of these nuances. And we need to be able to say to them in a very clear picture, this is what where we're currently at. And so that building those documents not only for ease for me and my team to understand, but for us to also be able to communicate that up the chain very easily, given all of the strange nuances that we have.   Carol: Yeah, I've really liked your approach because you have included your leadership team in so you know, you've had Brandi in there and your other folks and then how you communicate with your boss Lynn. Like, I love that. And she was participating in parts of our trainings when we were out. And I love how you kind of grabbed this whole group of people because you're all better if everybody understands what's going on.   Kristen: Absolutely. And I'm big on if we don't know, we just need to ask. Nobody's going to get hurt feelings. Let's just be open and honest and try to understand what's happening. And am an over communicator will probably see everybody and their dog on something. And you know, if they get it too many times, that's fine. I'd rather people have it and be aware than not be aware.   Carol: Yeah, that's good stuff. So Jacy, I remember back to our meeting in January and I remember thinking, oh my gosh, this guy is really kind of at the DSA level you were super engaged. And really I felt like. You are so on top of things. How did you get up to speed on your role working with VR? I mean, like in a short amount of time. Think about it. You graduate in 2020, you did UI, you've done all this other stuff and now the VR world. And I feel really confident in your abilities and your learning. How did you do that?   Jacy: First, I just want to kind of say the culture of the Financial Services Administration is a lot of overachieving. We have a lot of smart people in FSA who are just very passionate about the work they do. So when I came in, it was really I wouldn't say there was like downtime or chill time. It was like, we got to figure this out, we got to figure this out. So it was like we in FSA are just very passionate and also our culture is just overachieving. Like we all are striving to be the best version of ourselves, and I think that pushes each other to that limit. Sometimes I work really late, sometimes my boss works really late and sometimes it's not even necessary. Sometimes we don't even have to work late. We're just really passionate about what we do. Yeah, so I'll kind of give you the rundown of when I first started, when I first started and came on like I mentioned, I was supposed to be on a different program. The person in RSA had taken a position in California and left, so I was in a day's notice. I was moved over to RSA and started doing the drawdowns, started doing transfers, started doing loading budgets. So I was really thrown into it. There wasn't a whole lot of training for me. I was just kind of told like, Hey, I need you to load this in our accounting system, or Hey, can you please process this transfer from a different state agency? And I was confused. I was really confused for my first month, probably I was trying and trying to understand, but there was just so much going on that I just had no idea what I was doing. But I was still processing stuff. And then I would say one of the things my boss at the time, I was a financial analyst, he was a senior manager and also a few positions higher than me. He told me like, Hey, we don't have a subject matter expert over VR or RSA and FSA. And at the same time, our counterpart who had been in the position for over a year had just left too. So then Morgan's boss got thrown into the position. So it was two new people with no resources on VR essentially for finance side of things. So obviously the program has people who are very knowledgeable, but the finance side of things, we were two people brand new. So one of the things my boss told me was, okay, you're going to study the regulations every day. That's your daily work. So I would literally go on to the CFR, the Code of Federal Regulations, and I would read it. I would go to VR and I would read, okay, so we need to meet a 15% match requirement. And I would also read about our 21% match requirement and all that's included in there. And then I would go into our kind of reports and stuff and I would say like, okay, so we have appropriation for the entire division, but we use it mostly for VR. We also have a VR appropriation that match and that only takes up half of match. So where's the rest of the match coming from? And we get these different revenue sources and there's just a lot to piece together. And so at the same time, you know, Trevor was asking me questions, I was asking him questions. And I think that really pushed us both to learn. Like we were like, okay, they don't know. And I don't know, like someone needs to know. It was a long process. I wouldn't say I knew anything in my first month. I barely knew anything in my second month. By the third month, I probably had a little bit better understanding, but I'd still go into meetings and be asked questions and I'd say I'd have to look into that. I have no idea. I would literally have the code of federal regulations on for every meeting, and I would literally be typing in code words, trying to figure out like, how do I answer this question? And then eventually, after about six months, I understood those regulations really well and I could explain them. And I think that also really helped me with my reporting because now I knew, okay, this is what I need to look for in our accounting system to pull into this report. I need to pull in these different appropriations. I need to pull in what we call program code in our accounting system. I need to pull these in to get the revenue for our match. I need to get the expenditures. So it took a long time and I'd be lying if I said I wasn't still learning. I'm still like, I think when you guys came, it was eye opening for me. I was like, okay, there's some stuff that we could update or some stuff that we can improve. And I spent a lot of time on RSA still, you know, just trying to get the analysts that we hire on up to speed, but also just trying to understand all that I've learned on that program and try to communicate that to the analysts. And it's not easy and it doesn't work in a day. It doesn't work in a month. It takes multiple months of studying and multiple months of working through problems and issues that come up. I think another big thing was changing how we like we just changed our packet. We present to Kristen every month to include different things and we're still we're trying to work on updates for our fiscal year 2024, trying to get rid of, you know, we had this page and I think it confuses everybody. I don't think it's helpful. So we're trying to fix it so that it's like it just makes a lot more sense. So we're still updating daily and I think that helps my understanding of the finance side of it. You know, when I update these files, when I create these analysis and create these views, it's like, okay, now I understand like what this is actually showing.   Carol: I love that you've done that because like, it's so key. I've told other folks as we worked in other states, part of it is understanding and I'm glad you go to the Electronic code of federal regs. I mean, that's the place to go. Because it's always the most current. There are other versions of things out there, but the eCFR is the best. But you take in just a few minutes every day to read and learn. That's how you learn. I mean, that's how we all learn. You just have to go at it a little bit at a time. You're not going to you know, it is like drinking through a fire hose. You aren't going to absorb it all in one, you know, one day or a month or 2 or 3. It takes time as you're working through the pieces of this program. But you started somewhere, and I think that's such a critical message for folks because I think people get so involved in the transaction or I'm doing the thing I'm doing whatever event, I'm putting the thing together. But you're doing it in abstract because you don't understand what you're putting together. You're following the motions, but you may not have all that deep understanding behind it. And that comes with learning. And so good for you. I mean, I'm really impressed about that. So, Kristen, what do you think is fundamentally made, this whole situation work for you?   Kristen: Well, you just heard the dedication of Jacy and Morgan really been blessed to have individuals that care about the program and wanting to do right and do well because the mission of the program is so important. And so I think we've been blessed in that. We haven't always had people that have been so invested. And so having that and really building that team, feeling a sense of team, like we're all in this together, we're all learning together, it can't be really a us versus them type of thing, which I think is easy to do. And I know that even from program side, it was really hard when my folks got taken, right? It was like, Oh, I kind of took that a little personally. Oh yeah. And it was hard for those team members too. And so how do we continue? How did we keep people together and organized around the work that we do? It's not us, them, it's the people that we serve. And so I think that's been a really key and critical element and everybody can join together in that vision. Again, I said it before, I am a past. I don't know what I don't know and I don't have a problem asking questions. I don't have a problem kind of poking and saying, Well, what about how about I'm kind of more of a vision kind of person. So if I've got something up there and I tell the team all the time, like don't fiscal speak, don't have it. So I'm just going to kind of say what I'm thinking and would this work or how does that work? Have we considered? And so just having the opportunity for those conversations is, I think, really helpful and just setting the culture of no questions, a bad question. We're not here to attack each other. We're just trying to figure out how do we do this better. And I really believe that everybody on the team has that mindset of how do we get better at what we're doing so that we can ultimately better serve our clients?   Carol: Yeah, it's been a great approach. So I want to get to some lessons learned because I know we have listeners and we have them from all over the country and there's folks in the similar situation to you. You know, people have lost their teams that were under the VR purview. They've been moved up to a DSA level. They don't have maybe as intricate levels as you guys all have. But what would you say are a couple lessons you learned that might help people in a similar position in another state? Is there 1 or 2 things and Jacy, I'm going to go to you first on this.   Jacy: Yeah, I think from the finance side of things, federal reporting is not the same agency to agency, program to program on our team. We manage every program for the state or for our agency, which is 90. So we do 90 reports and we get kind of this groove of reporting and just, Oh, this makes sense. The RSA17 is different. It's a different beast. It is not at all similar. The program is not similar to anything Department of Labor. So I think as a support services shared services team, really getting away from trying to manage all your grants the same way, I think we really learned we have to do this differently for each of our programs. We can't have the same process because it just won't work. That's one lesson we really learned and we've been really working on trying to not separate it, but just manage it differently. Another lesson I think I've learned is, you know, I was really shy, quiet when I started. I didn't like reaching out to people. I just felt I was young, just graduated. I felt like I was going to annoy people who've been here a really long time. They're going to be like, Why doesn't he know this? But now that I've been here a while, ask questions, communicate. Like Kristen always says, she thinks she's a pest. I don't think that's being a pest at all. I actually appreciate meeting with people and talking through things because then I learn something, but also problems just get solved so quickly and you communicate. I think problems just grow and grow and grow when they're not mentioned or caught. And even if it's not an issue, but if it's brought up, then we can explain it and then, okay, everyone feels comfortable with this. Now. I really just think those are the kind of two big lessons I've learned.   Carol: I cannot imagine you being shy. I just have to say, I always see you as a person that's very willing to talk. So those are great lessons. Morgan How about you? I'm going to go to you next. Any lessons learned that you could share with other folks in a similar position?   Morgan: I 100% agree with what Jacy said, especially when it comes to communication. Communication is key. Being able to ask questions, being able to know who your points of contact are for different programs. Being able to reach out to them for support, asking them questions just so that you have a good understanding of what you are doing is big. I would say, especially for the first few months I was there with Jacy. I was shy. I didn't know who to reach out to. I heavily relied on the analyst who was in my position prior. And it wasn't until I was able to break that mold and start acting on my own and start reaching out to people, even if it wasn't the right person to reach out to. I now knew the answer to that question and could then sort through problems on my own. Well, not necessarily on my own, with the support of who I needed and the various points of contact are. And the next is take your time. Take your time to learn what we're working with. Take your time to look through the numbers of the budget, to share what questions you have on the numbers. Even if something doesn't quite make sense. I frequently reach out to Jaycee to understand what this program code is and why are we reporting it in this way, and are we missing something if we're not reporting it properly? And so I would say those are my two biggest lessons and something that I try to instill in Zach as he's coming up through the training process as well. Ask the questions that you don't know the answer to and take your time to think about what you're doing.   Carol: I love that. That's really good. You guys are all super good mentors as the new folks come in too. I really appreciate that. Kristen, I'm going to let you have the last words and a couple lessons you've learned.   Kristen: Be involved. Didn't realize the impact as an administrator that I needed to know on the fiscal side and again, coming from program highly involved in what changes do we need, what do we need to do to programmatically to do better. Think fiscal was more of an afterthought. Like the money comes and the money goes and we'll just continue to do our program work. But really understanding what the impacts of the fiscal and the behind the scenes fiscally also advocating, as you heard, I mean, there's just a ton of work. So while there's shared services, but advocating for those direct supports. So Jacy is spread across several teams. But I'm fortunate that we have a direct support team in Morgan and Zach and their upline leadership is apportioned directly supporting. So I think that's given the capacity and the bandwidth for Morgan to be able to understand a little bit more, for Zach to be able to understand a little bit more jargon, ask those questions versus just plugging along to keep the daily lights on. I feel like that's really been super helpful for us. Finally, just, you know, again, both of us have said communicate. We just need to be able to ask the questions of each other and try to get the answers we need and plan forward. Right. It's a continuous improvement. So nobody's expecting it all to be done tomorrow, but continuous improvement and then I will plug the VRTAC. We've never had an opportunity where we can bring on an analyst and have an analyst have, you know, kind of a quick one hour, two hour meeting. Right. You know, never have that opportunity to understand and just get those words out there. Period of performance, you know, grant management, all of those things that as a program person don't understand, I can't really convey very well. So very appreciative of the work and opportunity to have you all help us in expanding our knowledge there.   Carol: Yeah, we appreciate that. We really want to get folks started on the right foot. So well said. Kristen, I really appreciate you all being on with me today and thank you so much. And I'm looking forward to your continued good work. Have a great day.   Kristen: Thank you. You too.   Jacy: Thank you. You too.   Morgan: Thank you.   Music} Speaker1: Conversations powered by VR, one manager at a time, one minute at a time, brought to you by the VR TAC for Quality Management. Catch all of our podcast episodes by subscribing on Apple Podcasts, Google Podcasts or wherever you listen to podcasts. Thanks for listening!

Rosie Weldon is a Senior Financial Analyst and author whose memoir, ‘My Autistic Fight Song', tells the story of how she fought to get her accountancy degree and find her place in the world of work, despite her struggles with mental and physical health and the challenges that come with being autistic. Now 31, she was diagnosed aged 25. Since graduating from Chester University - where she received some incredibly supportive accommodations - she became an account, finding her first job with Bank of America. But she found herself having to make the decision to leave after developing a neurological disorder due to the demands of a role that wasn't able to meet her autistic needs.  Rosie now lives in Dorset, where she works full time from home as a Senior Financial Analyst, and shares her life online to help raise awareness of daily autistic life.  She says that she “wants to raise awareness of the daily struggles we face as autistic people, but also our ability to thrive in an environment that is suited to us, when support is in place, because a lot of young autistic people think life's doors are closed to them, and they aren't.” In our conversation we talk about: ➡ Her difficulties at school and university ➡ The accommodations that helped her achieve her degree and find work she loves ➡ Her challenges being out and about in the world and dealing with change ➡ Why working from home has been a game-changer for her ➡ How employers can best support autistic employees Squarepeg is a podcast in which neurodivergent women, and trans and nonbinary people, explore navigating a neurotypical world and share their insights, challenges and successes. I hope that these conversations will be inspiring and thought provoking, open you up to new ways of thinking about being neurodivergent, and help you feel more connected to a worldwide community of people with similar experiences. I'm Amy Richards, and after being diagnosed autistic at the age of 37 I'm now on a mission to learn more about different perspectives and issues around being a neurodivergent adult in a world that feels like it doesn't quite fit.   EPISODE LINKS: Rosie's website: www.rosieweldon.com  Instagram: https://www.instagram.com/rosieweldonsautisticlife/ Facebook: www.facebook.com/rosieweldon118   Twitter: www.twitter.com/rosieweldon118   LinkedIn: https://www.linkedin.com/in/rosie-weldon-5b728ab5/   If you'd like to connect or get in touch with Squarepeg, you can find me on: Instagram: https://www.instagram.com/squarepeg.community/ Twitter: https://twitter.com/squarepegautism  Facebook: https://www.facebook.com/squarepegautism/  Or on my website: https://squarepeg.community/    THANK YOU TO MY PATRONS! A HUGE thank you to my amazing patrons, who support my work on the podcast: Abi Hunter, Adam Klager, Amy Adler, Amy-Beth Mellor, Anika Lacerte, Annette, Becky Beasley, Ben Davies, Caroline, Cat Preston, Catrin Green, Cindy Bailey, Clare Forrest, Clare Holmes, Corinne Cariad, Dana Bradley, Danielle Warby, Dawn Trevellion, Dennis McNulty, Elizabeth Williams, Erica Kenworthy, Erin Pineapple, Fiona Connor, Galina, Gwyneth, Hannah Breslin, Jackie Allen, JF, Jayne Hutchinson, Jeff Goldman, Jen Bartlett, Julie, Katarzyna Tomaszewska, Kate and Kathryn, Kate Faust, Katharine Richards, Katherine Lynch, Kenneth Knowles, Laura, Laurencia Saenz Benavides, Lea Li, Leo Ricketts, Lilli Simmons, Linda Brown, Liz, LQ, Lyb, Mandy Allen, Marjory Webber, Martine, Melissa Shaw, Meredith L. Freyre, MN, Paul Harris, Pete Burke, Rebecca Biegel, Rebecca Kemp, Sarah Cottrell, Sarah Jeffery, Sarah Ivinson, Sarah Swanton, Suzanna Chen, Suzanne, Talia's Nature, Tammie Fabien, Tamsen Staniford, Tegan Bailey, Tessa Valyou, Tree Hall, Vic Wiener, Vicki Temple, Victoria Chang, Victoria Routledge, Zephyrine Craster and Zoe Lee. If you're enjoying the Squarepeg podcast and would like to help me carry on making new episodes, you can become a member of the Squarepeg community on Patreon from £3 per month: https://www.patreon.com/squarepegpodcast 

Our guest for this week's show is the VP of finance at Open Door Capital, Sydney Barker. Prior to joining Open Door Capital, Sydney served as the Corporate Controller for a $250M IT company as well as a Senior Financial Analyst for a large public insurance company. Her experience includes various merger/acquisitions with private equity firms, ERP implementations, SEC reporting, and cash management and strategy. In addition to her corporate endeavors, Sydney has personal investments in both multifamily apartments and mobile home parks.     Quote:  Mobile home parks is an asset class where you can get really creative.     Highlights:   06:40: Getting creative with your MHP investments 08:00: Sydney's first MHP investment and how she's found value in the deal long-term 19:55: Managing utilities at your mobile home parks 22:50: Sydney's role at Open Door Capital 27:10: Lessons Sydney has learned from working with a fast-growing firm 31:10: Market-specific challenges Sydney has faced 37:50: Handling rent increases in MHP and apartment properties   Guest Website: https://odcfund.com/   Recommended Resources:  Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Mohamed is the founder and CEO of InovCares Connected Comprehensive Healthcare, LLC.He was inspired to develop InovCares following the tragic loss of both his sister and his aunt to pregnancy hemorrhage & preeclampsia. Previously, Mohamed was the Director of Operations for the Russell Innovation Center for Entrepreneurs. During his time at the center, he supported150 minority-led businesses from idea to growth stage and headed the center's nonprofit financial statement preparation, budgeting, billing, and receivables, building operations, and maintenance. Mohamed has served as Entrepreneur-in-Residence for Goodie Nation - a nonprofit supporting 350 impact-driven founders with connections, access to capital, and customers. He also held positions as Chief Financial Officer for Wellness Healthcare Clinic - a comprehensive behavioral health and addiction medicine clinic supporting underserved patients impacted by opioids. Mohamed is also the host and producer for The Empowered Patient Podcast sponsored by InovCares, where he connects with healthcare providers, payor executives, and other healthcare leaders. He has held several roles as Program Leader for Startup Leadership Program, Manager of FP&A for National Fire Sprinkler Association, Senior Financial Analyst for TSYS, Senior Valuation Analyst for Rea & Association, and Senior Financial Analyst for AirNet Systems, Staff for Ernst & Young. Mohamed holds an MBA in Finance from Mount Vernon Nazarene University, where he served on the Alumni Association council board. He received his BSBA in Economics & Accounting with a minor in Political Science. He served as President of the Accounting Association and founded a nonprofit - Voice of Africa, that connects high school students to college campus mentors. He has been featured by Forbes, Google, Google Play, Android, Axios, Washington Post, Politico, Protocol, Medscape Education, Becker's Healthcare, AfroWellness Magazine, and other news outlets for his work with InovCares.Learn More about InovCares

We are excited to announce the release of episode two of the TalentBridge23 limited series! Our guests shared their insights and experiences on the challenges and opportunities presented by the rapid pace of technology, and offered advice on how to make the most of the opportunities available. Tune in to hear their stories and gain insight into the innovative world of Insurtech.   Episode Two: Components for Success, featuring: Yue Yin, Research and Teaching Assistant, University of Connecticut John Thomson, Principal, Operational and Risk Solutions, LLC Sergio Garcia, Senior Financial Analyst, Nassau Financial Group    Want to learn more? Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

As CFO, you are responsible for managing the organization's financial operations. You've got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that's far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader. Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young. In this episode, we discuss: -A fresh perspective on FP&A -Understanding financial transformation -The six key pillars of financial transformation -How can finance play a part in the decision-making process? -The benefits of getting a fractional CFO on board -What makes a great financial leader? -Tactical mistakes CFOs should be aware of Presented by Personiv https://insights.personiv.com/cfo-weekly

On this episode of The Millionaire Choice Show, Tony talks with future millionaire Alec Kneefel. Alec is a Senior Financial Analyst at HCA Healthcare. Alec is taking the real estate path to building wealth following some of Robert Kiyosaki's teaching on wealth building. Alec grew up in a financially mismanaged family and in the middle of his family's millionaire journey. About Alec Kneefel and Baybrook HoldingsI hail from a small town in Central California that nurtured - my drive, sense of adventure, and ambitions. Initially, I left to experience life in Silicon Valley. Later, I decided to join the Army and travel across the world. Currently, I am establishing roots in Nashville.  I seek self-improvement; physically, intellectually, and spiritually. I seek out challenges to test my limits, and then set out to conquer them. I appreciate looking at problems from different perspectives - I earned a B.S. in Civil Engineering; J.D.; and M.B.A. I still retain a desire and commitment to life-long learning. Currently, I enjoy reading about and growing my understanding of Cloud, AI, and other emerging technologies.  My aspirations in life focus on making significant contributions to my organization, community, and my family. Moreover, I believe that one's character remains their greatest asset. I value wisdom, justice, courage, and integrity.  Finally, I enjoy talking about Technology, Finance, Investing, Golf, CrossFit, and Real Estate. Baybrook HoldingsBaybrook Holdings, LLC. Invests in multi-family real estate with the goal of generating monthly cashflow. Our focus is on building wealth using the real estate market and taking advantage monthly cash flow, property appreciation, and leveraging other people's money, i.e. debt.See omnystudio.com/listener for privacy information.

To truly get satisfaction from your treasury career, it's important to push the boundaries of what you can offer. Rebecca Hirschboeck, Director of Finance – International Treasury at The Kraft Heinz Company, went from being unsure of her career goals to becoming a fully-fledged international treasury professional within 15 years. Rebecca joins The Treasury Career Corner this week to discuss her career choices, realising her passion for finance and economics, learning treasury from scratch and tackling a new role during COVID. She graduated with a B.A. in French and International Business from the University of Illinois at Urbana-Champaign and later received an MS in Accounting and an MBA in Entrepreneurship from the University of Illinois at Chicago. Rebecca has a wealth of experience in corporate treasury and financial analysis. She began her career in finance as a Senior Financial Analyst at Performics in 2010 before becoming Senior Treasury Analyst at Mettler-Toledo International, Inc., the following year. Rebecca then continued on her treasury path with roles as Treasury Manager and Treasury Senior Manager at Whirlpool Corporation from 2014 to 2020. During the pandemic, she decided to embark on a new challenge with The Kraft Heinz Company, taking on a role as Director of Finance – International Treasury. The Kraft Heinz Company is one of the largest food and beverage companies in the world with eight $1 billion+ brands and global sales of approximately $25 billion. The company is co-headquartered in Chicago and Pittsburgh. On the podcast we discussed… How Rebecca entered the world of treasury Why she decided to find a new challenge with Kraft-Heinz What Rebecca looks for in budding treasurers How she took a new challenge during COVID Missing out on office culture through COVID Why treasury experience isn't always crucial in the industry You can connect with Rebecca Hirschboeck on https://www.linkedin.com/in/rebecca-hirschboeck-148b426/ (LinkedIn). Are you interested in pursuing a career within Treasury? Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. https://treasuryrecruitment.com/jobs (Find out more here). Or, send us your CV and let us help you in your next career move! If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts https://podcasts.apple.com/gb/podcast/the-treasury-career-corner/id1436647162#see-all/reviews (click here)!

This week's guest explores how changes in population may impact the overall housing market and also helps dispel some popular "urban myths" that many consider factual. He also believes that a lack of single-family and multi-family construction will keep the market healthy for investors and, while we may see a correction with rising rates, a full blown housing crash looks unlikely. Mark Hickey is the founder of 4M Rentals. He previously held roles as Economist/Director of Market Analytics for CoStar Group and was a Senior Financial Analyst for Winn Companies. Mark began his career as a fund accountant with Brown Brothers Harriman and JP Morgan Chase. Mark holds an MBA in real estate from Boston College and a BS in finance and economics from Syracuse University. Key Takeaway: While a flattening/modest decrease in home prices is likely, don't expect a full blown housing crash. A lack of construction in single-family & multi-family will keep the market healthy for both types of investors but a it will be harder for most investors to make high returns like the ones we saw from 2011-2019. How to Contact Mark: Mark can be reached via email at Mark.ohlcidhe@yahoo.com or Mark.ohlcidhe@gmail.com. To review Mark's slides from today's discussion, please visit: https://youtu.be/mPElikMNbxM Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at https://www.bluelake-capital.com/ . Learn more about your ad choices. Visit megaphone.fm/adchoices

Your host in this episode - Anastassia Hätttich from DWS In this episode Astrid and Anastassia discuss getting out of comfort zones. They share their experiences about new perspectives after changing jobs or positions and challenges that might occur. Astrid and Anastassia also speak about the reasons why women very often don't take enough time for networking and what strategies can be used to change this. In addition they discuss women's approach to investing. About Astrid: Astrid Hermann, born in 1973, graduated with a Master of Business Administration at New York University Stern School of Business. She started her career as a Financial Analyst at Alcatel SEL AG in Stuttgart. In 1997, she joined the Clorox Company in Oakland, USA, as Senior Financial Analyst in Forecasting & Budgeting. After becoming Sales Finance Manager at Clorox Company, she moved to New York and started working for Colgate Palmolive, where she held various roles from Finance Manager, to Associate Finance Director, Finance Director and VP of Finance. After seventeen years at Colgate Palmolive, she took up her position as Chief Financial Officer at Beiersdorf AG in January 2021. She is responsible for Finance, Controlling, IT, Law & Compliance and tesa SE. About Anastassia: Anastassia Hättich, born in 1988, received a bachelor's degree in Corporate Communications from the University of Hohenheim, and a master's degree in Public Relations from the Johannes Gutenberg University of Mainz. She has over a decade of experience working in social media in the finance industry, covering areas like editorial work and content production, digital marketing and advertising, as well as strategy development, analytics and reporting. After eight years at Commerzbank, where her last role was Head of Social Media Strategy & Analytics, Anastassia joined DWS as Global Head of Social Media in October 2021. About the Female CFO Network: The Germany-based Female CFO Network was founded by Maria Ferraro, Chief Financial Officer and Chief Inclusion & Diversity Officer at Siemens Energy. 9 CFOs from DAX, MDAX and other German companies have joined forces, and are open to more leaders joining their group. These inspirational leaders aspire to use their influence and drive positive change for women in Finance. They want to build valuable connections, a support system for each other, and utilize the power of exchange to learn from one another. Giving women a strong voice and addressing inclusion and diversity-related issues unites these leaders as a passion. They are paving the way for women in middle management positions with the clear goal of supporting tomorrow's leaders. The Female CFO Network was founded by Maria Ferraro, Chief Financial Officer and Chief Inclusion & Diversity Officer at Siemens Energy. We want to use our influence to drive positive change for women in Finance. We want to build valuable connections and a support system for one another. We want to utilize the power of exchange and learn from one another. We want to give women a strong voice and address inclusion and diversity-related issues. And we want to develop and empower women in financial middle management positions, because they are also leaders of tomorrow.

Sujan Zimba is a stand-up comedian, a Yoho TV presenter, and creator of the show, Not A Joker. Sajan Shrestha, a Kathmandu-based YouTuber, and stand-up comedian, who is associated with a TV reality comedy show, Wai Wai Dynamite Comedy Club with Champions on NTV. And, Apporwa Kshitiz Singh, a chartered accountant, and stand-up comedian is a Senior Financial Analyst at Pathao Nepal and hosts the YouTube show "Bishesh Tippani”. In this episode of On Air, we discuss Nepal's comedy scene, Big Boss, pirated movies, blind dates, addiction & rehab, and their way of comedy.

Senior Financial Analyst for Bankrate Greg McBride checks in to run through the latest economic data and explain where the U.S. economy is currently at and where it's headed in the coming weeks and months.

This week we are talking to climate science, Canadian Green Party political candidate, and generally incredible person Dr. Devyani Singh. We talk about potential solutions to the climate crisis and ways to make green energy work for everyone. In the news, we talk about new ways of identifying invasive species, the best-laid plans of a research team being thwarted by Australian Magpies, and a new policy that could help keep plastic out of our oceans. Your Hosts] James Reed (https://twitter.com/James_Reed3) Steffi Diem (https://twitter.com/SteffiDiem) Jason Organ (https://twitter.com/OrganJM) Our Guest Dr. Devyani Singh (https://twitter.com/Kumari_Devyani) is a Post-Doctoral Economist Fellow working on Energy and Climate policy. her inter-disciplinary research has included energy access & transitions in the Global South, air-quality (GHG emissions accounting), evaluating climate impacts of national policies, natural resource economics, environmental [carbon] finance, forest sustainability, and methane emissions from oil and gas production. As a result, Dr. SIngh has coordinated multiple research projects across sectors (industry, academia, government, Indigenous communities, and non-profits) and countries (India, Canada, US), where she led research design, research execution, and communication (via peer-reviewed papers, reports, presentations, social media etc.). Outside of academia, Devyani has consulted on carbon markets and policy for New Forests Inc., and worked with the First Nations on non-timber forest products. In the past (until 2010), she also worked as a Senior Financial Analyst for various Fortune 200 companies after obtaining an MBA in Finance. However, inspired by the magnitude and importance of global climate change, she changed career paths and obtained an M.Sc. in Environmental Science, and a Ph.D. in Energy & Climate Policy. Devyani actively promotes engagement with policy makers and the public for evidence-based decision-making. Credits Editing-James Reed Mastering- Chris Goulet Music: Intro and Outro- Wolf Moon by Unicorn Heads | https://unicornheads.com/ | Standard YouTube License Additional Sounds- Inside a Computer Chip by Doug Maxwell |https://www.mediarightproductions.com/ | Standard YouTube License The Science Night Podcast is a member of the Riverpower Podcast Mill (https://riverpower.xyz/) family

In part two of our conversation with Angelo Butler, Senior Financial Analyst, CFA, and UB graduate, talks about why he thinks education should be our top national priority, lessons learned from his personal financial experiences, and why you should get into the habit of saving and paying yourself first early.

Being born and raised in India, moving to Vancouver at the age of 15 and now 20 years later a Senior Financial Analyst for a multi-billion dollar corporation, Deep Sidhu is not what a large number would classify as fitting into the hunting stereotype.Steve and JP sit down with him for an hour around our virtual campfire to discuss his journey from childhood that brought him into the hunting world.This is a great episode with a lot of laughs and some great stories we are sure you will love.Make sure to hit that subscribe button wherever you podcast, and thanks for tuning in to the Campfire Conversations!www.1campfire.com

Government has been advised to slash salaries and other emoluments of its appointees to demonstrate commitment to reducing expenditure and improving the fiscal economy in this difficult time. According to Senior Financial Analyst, Joe Jackson, this will send positive signals to investors that government is committed to addressing the challenges in the economy.

Good morning everyone, my name is Lisette and I am a bilingual Canadian recruiter working hand in hand with Atlantic Canada's designated employers, specializing in foreign national recruitment.  I have a position here for a foreign national:  Location  New Brunswick Senior Financial Analyst       NOC 1112  Category AJob description: CPA or MBA college education in accounting or finance, must have experience in the food industry, reporting, forecasting analyzing preparing roll-out etc.This is a great opportunity for Permanent residence for you and your family.If you are interested and qualified for this permanent position, please fill in the form on the screen behind me, and if you are a Hello Canada client,  mention it and fill out your form providing your Client ID so that your resume may be forwarded to the employer. Thank you very much and have a great day!https://bit.ly/3DSh1DQ

A New Year, A New Beginning In this employee spotlight feature episode, we learn about the career and financial habits of Angelo Butler, Senior Financial Analyst.

93: In The Keys to Fundraising, Tom Trevisani (T: @tptcycles), a FinTech entrepreneur who built a crowdfunding platform, joins host William Glass to discuss the keys to raising funds from investors and preparing for a successful crowdfund. You'll hear Tom share how he navigated a highly regulated industry to launch Vedas Labs which is a crowdfunding platform that focuses on companies that support the UN Developmental goals. Follow the Silicon Alley podcast wherever you listen to podcasts. __ Visit SiliconAlleyPodcast.com to become a guest and sign-up for the newsletter. Follow on: - Instagram: http://bit.ly/SIliconAlleyIG - LinkedIn: http://bit.ly/SiliconAlleyLI - YouTube: http://bit.ly/SiliconAlleyYouTube Our Sponsors: Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com About Tom Trevisani: Tom Trevisani is a technology entrepreneur and the founder of VedasLabs Inc. which has a mission to provide open access to investments in early-stage companies that will accelerate how capital is raised and communities are built. Prior to founding VedasLabs he a was key member behind the growth of Axioma, a global leader in quantitative risk analytics solutions for many of the world's largest hedge funds and asset managers, recently acquired by Deutsche Boerse in April 2019. Tom is also an Investor in Knightscope, a leader in developing autonomous security capabilities that combines self-driving technology, robotics, and artificial intelligence. Earlier in his career, Tom worked as Vice President, Finance & Business Intelligence for Recovco Mortgage Management LLC and Senior Financial Analyst at Digital Risk, the largest independent provider of risk, compliance & transaction management solutions for the mortgage and lending services market. Tom was a Paralegal at Kaufman, Englett and Lynd Attorneys and Congressional Intern at the US House of Representatives. Tom is an active member of the New York City Ballet Young Patron Circle and volunteer for New York Cares, Habitat for Humanity, and Member of the Hudson River Sailing Community. He earned his bachelor's degree from Stetson University and MBA from Rollins College. As a competitive athlete, he places high value on personal and professional development, as well as motivating others to success. Vedas Labs: Website: vedaslabs.io LinkedIn: https://www.linkedin.com/company/vedaslabs-inc/ Twitter: @VedasLabs_io Connect with Tom: LinkedIn: https://www.linkedin.com/in/ttrevisani/ Twitter: @tptcycles Silicon Alley is a Financial Glass Production --- Send in a voice message: https://anchor.fm/silicon-alley/message Support this podcast: https://anchor.fm/silicon-alley/support

We recently had the opportunity to learn how the State of Maine leveraged Oracle Analytics cloud to make critical data available to business decision-makers across the state. We met with Controller Douglas Cotnoir, Natalie Bragan, Senior Financial Analyst, State of Maine, and Mitch Boynton, the Corrections Service Center deputy director. Listen to the podcast.

In this episode, we link up with Ryan DeMoor from Satcom Direct. Ryan is an Embry Riddle Grad and also has an MBA in Economics. The first part of his career in aviation consisted of flying CRJs for Independence Air and then Lears and Citations at Northern Jet Management. Ryan then moved into a financial role at Northern Jet Management and spent 6 years at the Amway corporate flight department as a Senior Financial Analyst. Today, Ryan manages the Aviation Tax and Financial Reporting Solutions business at Satcom Direct and is also a Co-Chair on the NBAA Tax Committee as well as an NBAA CAM (Certified Aviation Manager). In his role at SD, he provides guidance to aircraft owners and operators regarding tax laws, compliance and financial reporting. Ryan stopped by the GHC Studio and had a great conversation with Greg on his career in aviation, some of the ins and outs of aviation tax, the progression of aviation software solutions, and the path to gaining CAM certification. To connect with Ryan on LinkedIn - https://www.linkedin.com/in/ryan-demoor-cam-mba/ To learn more about Satcom Direct - https://www.satcomdirect.com/ To learn more about the NBAA CAM Program - https://nbaa.org/professional-development/cam/ To learn more about the NBAA Tax Committee - https://nbaa.org/about/leadership/standing-committees/nbaa-tax-committee/

Jason Mercer is a part of Cleveland Avenue's Finance Team, focusing on financial diligence for investment opportunities. Jason has over ten years of work experience in strategy, finance and mergers and acquisitions-related roles within large, multi-national organizations in the Food & Beverage sector. Most recently, Jason was the Business Manager Consumer for Fonterra USA, where he was responsible for growing volume, profitability and brand awareness.Earlier in his career Jason was a Senior Financial Analyst for Warner Music Group and an Investment Banking Analyst at Lehman Brothers. Jason earned his Bachelor of Arts in Finance from Morehouse College and an MBA from Stanford University Graduate School of Business.In this episode….Jason Mercer is proud to have been born and raised in Metro Detroit. His family worked hard to send his mother to college and she graduated from the University of Michigan. When it came time for Jason to choose post-secondary education, he decided on Morehouse College in Atlanta, Georgia. Upon graduating, he worked on Wall Street at Lehman Brothers, then in the finance division of Warner Music Group before ending up at Stanford's Graduate School of Business where he earned his MBA and got to see what he calls “the venture capital vibe”.Jason is currently in venture capital with Cleveland Avenue, leading due diligence for a fund that supports investments, especially for Black and women entrepreneurs with a further focus on the Chicago area. He is passionate about promoting and supporting Black and Brown communities and growing leadership for representation. The title of his episode refers in part to asking the question “if you want to be an agent of change, how are you going to be intentional about doing that?”In this episode of What CEOs Talk About, host Martin Hunter and Jason Mercer discuss racial inequality and being a proactive agent of change. Jason explains how leaders must set intentional goals, driving for change in set plans, and make their intentions public to leadership and the organization. They talk about Jason's experiences as a Black man in his career and what must be done to get a talent pool that's diverse. As Jason says, “small decisions played out thousands of times creates change.”

Richard Barrington, Senior Financial Analyst with Money Rates reveals Top 10 Accounts with Best Rates for Savings, MMAs and CDS See omnystudio.com/listener for privacy information.

In this episode, Christianne Curran, Assistant Treasurer at Black Hills Corporation, joins me to talk about her treasury career and great advice and tips for newbies in the industry. Christianne started her career in Treasury as a Senior Financial Analyst in 1999. After which she joined different companies in different industries such as Bell South Corp, Oncor Electric Delivery, Dr. Pepper Snapple Group, Lamb Weston holding various positions in Treasury and Finance. In 2017, she joined Black Hills Corporation in her current position.    In this episode we discuss:  How Christianne came to Treasury and why she chose this career.  Career highlights throughout her journey.  How Treasury stands out among the different industries she’s been in.  Christianne’s approach to networking and her advice around the subject.  The role of mentors in her career.  The best advice she wants to pass on to listeners.  What makes a successful treasurer.  The treasurer’s role alongside technological advancement.     

Inflation is the key word when it comes to the current economy, consumer spending and how the Federal Reserve handles its interest rate. The X-factors include the employment situation, post-COVID recovery efforts and the broken supply chain. What does this all mean for your savings and investments? Greg McBride, Senior Financial Analyst at Bankrate.com, joins Gary Goldberg to talk about it.

Tamer Ozer is a Senior Financial Analyst and Head of Forex education at IFC MARKETS GROUP. Tamer started his career as a Police officer, after 5 years of arresting criminals and preventing crimes, Tamer become a detective, a poker player and a TRADER. TRADING is a profession that requires maximum focus and maximum preparation, two traits that will also take you a long way at the poker table. In Poker like the market, the outcome of any given hand is uncertain, in trading price has an infinite technical range. Enjoy --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/perry-mattia-preziusi/message

For this episode, we invited Yoonki Lee, a Fuqua MBA graduate from class of 2019, to share his experience of working in a healthcare company, 10x Genomics, in the US. He will also share the challenges he faced as a financial analyst when the company is transitioning from a startup to a public company.

In this week's episode of Behind the GRIND, I have Marquez Hughley. We discuss the need for true and authentic leadership. Marquez is a U.S. Army veteran turned leadership expert and global thought leader. He has 18+ years of experience in leadership development. He is also an author, speaker, minister, mentor, leadership consultant, inventor, Senior Financial Analyst, World Civility Ambassador, Morehouse College Alumnus, Founder of Crown Life Enterprises, LLC. (crownlifeseminars.com) and CEO of Gigaré, LLC (gigarelifestyle.com / gigarecollection.com).  ​ ​Marquez Hughley has 2 degrees: B.A. in Finance (Cum Laude - Morehouse College); B.A. in Theology (Summa Cum Laude - S.T.W. School of Ministry). Marquez has recently become a Master of Christian Ministry student at Oral Roberts University. He resides in the Tampa, Florida area.

How do retirees juggle between between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at AM Best offers a great framework for solving the problem in his recently released book, Lifetime Income to Retire with Strength. The book is available on Amazon here: Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Senior Financial Analyst, blogger, and co-founder of Prauper, William York III discusses relocating to Houston after Hurricane Katrina, balancing fatherhood and college, and building a multifaceted brand outside of his career in the energy sector.

Charmaine Loh, Senior Financial Analyst at Ansys joins Troutwood LIVE to discuss women in finance, and the difference between bull markets and bear markets.

Greg Bolan graduated with Full-Time Data Analytics Cohort 2. Highly motivated and goal-driven Senior Financial Analyst with 13 years' experience and skilled in collecting, monitoring and studying data to analyze financial status and recommend investment strategy. As an aspiring Data Analyst, practicing use of Tableau, Excel spreadsheets, and other software to help provide insights and support optimal business decision making. Astute business owner with three years of experience in operations management, competitive analysis and financial management. Honorably served in the United States Army.

Born into a troubled family, Giselle McNab found herself thriving on her own since she was fourteen. With a drug addict mother and an absent father, she struggled in coping with life. Her struggles as a child into her teenage years led her to troubles, teenage pregnancy, and even domestic violence. Her experiences and the traumatic story have made her a vessel of hope to struggling women. “I realized that I needed to be a voice to so many women that are suffering in silence,” Giselle McNab said.  Giselle used to live in Bronx, New York. She's a native Spanish speaker as she spent some of her childhood in the Dominican Republic. After a visit to Florida with her youngest daughter, she fell in love with the city and its sea. So when an opportunity knocked on her door, she grabbed it and moved to Tampa, Florida 14 years ago together with her 3 girls. She's now married to a loving husband and now has a blended family. Giselle has worked in the field of corporate financial accounting since she was 16. Currently, she is a Senior Financial Analyst in Brighthouse Financial, a published author, and a proud mother of six. On November 11, 2020, Giselle has published her first book, “ Find Beauty Within Darkness”. This is an autobiographical story of her struggles with family, finances, and trauma as well as how she bounced back, to bring out the best version of herself. The book also talks about how she found peace and safety after she found the love of her life. Through this book,  Giselle aspires to motivate women that have been in the same situation to recover from the fall and find peace within.   #Author #Struggles #DomesticViolence #Victim #Family #BeautyWithinDarkness #Grandparents #Latina #Dominican #BlendedFamily #Advocate   Website │ LinkedIn │ Instagram │ Facebook

Sean Khan's story is a modern story for kids, teachers, and parents to hear. Sean, a 23 year-old senior financial analyst with a Fortune 500 company, endured teasing and cyber teasing as a child. Sean speaks English and Urdu. He overcame immense adversity to hit milestones such as speaking at his HS graduation, speaking at Ebenezer Baptist Church in Atlanta to honor MLK in front of 1,200 people and television, and later raising more than $200,000 for his Atlanta school. Sean tells us how he used to be defined by stuttering but now he gets to define it! Watch Sean's televised speech: https://youtu.be/0JefyITNkxY

Elisa Charters, President of Latina Surge National, discusses the recent Goya boycott and provides a recommendation on how consumers can make educated decisions on the products they purchase based on the company's diversity, equity, and inclusion practices.  Elisa Charters is a passionate advocate for Diversity and Inclusion (D&I), community and small business development.  In 2014, Elisa co-founded Latina Surge National, a 501c3 start-up with a mission to educate and advocate for D&I and gender parity on executive boards in government, corporate America, and higher education.  In 2017 and 2018, Latina Surge National was one of seventy-five leading networks from a pool of 44,000 globally, that was recognized by Sheryl Sandberg, COO of Facebook and Founder of the Lean In organization.In 2012, Gov. Christie appointed Elisa to the New Jersey Health Care Facilities Financing Authority (NJHCFFA), where she served as Vice Chair for four years.  During her tenure, NJHCFFA approved over $2.6 billion in financing for hospital expansions and health care entities, and achieved 21% MWBE participation among co-leads in the State.  Prior to this appointment, she was commissioned by Rutgers students and the statewide Latino community to lead a Coalition supporting inclusion.  It succeeded with Gov. Christie's appointment and confirmation of Martin Perez, Esq., a civil rights activist, who is the second Latino ever confirmed to serve the university's board in its 240+ year history.In 2008, Gov. Corzine appointed Elisa to the State of Jersey's Minority and Women Business Development Advisory Council where she served for four years to address disparities in the State's procurement pipeline. In 2000, as President of the Port Authority Hispanic Society (PAHS) she represented Latino/a/x employees from a total base of 8,000 employees.  Her achievements include being the GM/Assistant Comptroller of the Port Commerce business at PANYNJ, an agency she served for 14 years.  As a survivor of 9/11, she served as Lead Negotiator of Acquisitions and Operations for the WTC Redevelopment effort post 9/11, developing key strategies for the Master Lease Agreement and relevant sub-agreements on behalf of PANYNJ ($11.6 billion project cost). Prior to 9/11, she served as a Senior Financial Analyst in the Real Estate Department, where she conducted lease analysis of 23 million square feet and assisted the Agency in achieving maximum valuation at 98% tenant occupancy of the original WTC, pre-9/11, in preparation for the RFP to net lease WTC (Silverstein Properties won bid for $3.2 billion).  She continues to serve in higher education as an Advisory Board Member of New Jersey Institute of Technology's Martin Tuchman School of Management focusing on the inclusion of women in business and in STEM fields; as President of the Latino Alumni Association of Columbia University (LAACU), and most recently, as an Advisory Member of Montclair State University's Feliciano School of Business.  She feels rooted in Essex County, having served as an Essex County Planning Board Member for the last 12 years; as a Junior League of Montclair-Newark Sustainer; and as a CASA Essex County advocate.Elisa is a certified Cornell University/ILR D&I Management professional.  She is a graduate of New Jersey Institute of Technology, New York University and Columbia University with advanced degrees in Environmental Science, Real Estate Finance and International Finance and Business, respectively. Elisa resides with her husband, Brian and two children, Remy and Lucian, and elder cousin, Manuela, in Short Hills, New Jersey.  As a family, they are committed to WE.org helping to bring clean water and education to children of the Masai Mara of Kenya, Africa.

An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment. Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 percent in a single year. In previous roles, he served as a Strategic Sourcing Specialist and Senior Financial Analyst. He is known for working closely with senior management to build and execute more effective business plans and operational strategies. Chris holds a BS in Finance from the Pennsylvania State University.

Bruno Caron, Senior Financial Analyst at AM Best Company, shared with us his unique perspective on product design and the health of our industry. Bruno is an actuary with more than a decade of experience spanning various sectors of the life and annuity industry: consulting, life insurance company, start-up company, sell-side equity research and credit rating.   Sponsored Message: head to  to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90.     Connect with Ramsey Smith:   Connect with That Annuity Show: Twitter:  Facebook:  Website:    Connect with Nassau Re: LinkedIn:  Website:    *This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer's needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

“Appreciate spending time with friends and family…make sure you like what you are doing…and be happy.” - Mariana Emsenhuber, Finance Leadership Program, AWSHey folks. In this episode we bring you our first virtual guest - our friend and teammate Mariana Emsenhuber. Mariana is a Senior Financial Analyst on our team providing financial support for existing region data center expansion strategy.We get to talk to Mariana about growing up in Brazil, her experience joining the Amazon MBA finance rotation program out of business school, and we also chat about some extracurricular interests from astrophysics to the Kardashians!This was a really fun opportunity to step back and talk more deeply with one of our own and hear some of Mariana’s words of encouragement related to this experience we are all going through being separated from one another.It was a great show, please enjoy!Mariana on LinkedIn: https://www.linkedin.com/in/mariana-emsenhuber-b4bb8934/ --CONTACT THE SHOW:Website | https://www.charleskunken.com/podcastInstagram | https://www.instagram.com/financeguyspodcast/Email | charlie@charleskunken.com (Hit us up! Questions, comments, requests for guests, etc)Sid on LinkedIn: https://www.linkedin.com/in/dhodi/Charlie on LinkedIn: https://www.linkedin.com/in/charleskunkenSubscribe to the newsletter: https://www.charleskunken.com/subscribe —Theme music by Good Baby. ‘Rose Colored’. You can peep the full music video here: https://www.goodbaby.band/musicvideos

In the latest Re-Energise podcast episode, we're discussing the transformation of the offshore energy sector – from decades of oil & gas production to the adoption of offshore renewable energy. This energy transition has never been more important, as the UK works towards its ambitious net-zero targets by 2050. To do so is not to say that offshore renewable energy will replace oil & gas production immediately – it is a growing partnership between the two industries, with particular importance placed on the role of floating offshore wind in decarbonising the oil & gas industry. In this episode, we're joined by: Miriam Noonan, Senior Financial Analyst, ORE Catapult Hugh Riddell, Regional Partnership Manager, ORE Catapult Ralph Torr, Programme Manager, ORE Catapult Ian Milne, Sales Manager - Renewables, Balmoral

The Entrepreneurial Accelerator Program (EAP) helps create wealth for entrepreneurs by analyzing viable ideas and products, matching them with informed investors, and nurturing them toward rewarding markets. The EAP offers mentorship programs designed to accelerate your idea, product or existing business into a thriving company quickly by providing intensive startup support. Their team of mentors will work alongside you, working on everything from the business plan and model, market and financial analysis to prepping you to receive funding, such as angel investment. Julie Gilley, Senior Financial Analyst of the Entrepreneurial Accelerator Program (EAP), a division of the BRF, provides services to high-growth entrepreneurs willing to locate to North Louisiana to spark economic development. Julie has over 18 years of experience in corporate finance, financial markets, government contracts and consulting. She has a proven record of producing high-quality deliverables in the areas of Program and Project Management, Business Process Transformation, Organizational Change Management (OCM), Six Sigma/Lean, financial modeling and business case/plan development while successfully leading diverse teams. As the Program Director for a Fortune 500 Company and leader in business security, she successfully led a team of over 125 to plan for and design a multi-million-dollar ERP implementation. As a Senior Consultant for a global consulting firm she successfully led a team to re-engineer a large bank holding company’s close process and helped build a solution to report its average daily balance to the Federal Reserve. Recently, as part of a public/private partnership between the City of Shreveport, the BRF, and a private start up, she vetted and brought an aquarium to downtown Shreveport. Julie has gained her experience around the country in Washington, D.C., New York City, Indianapolis, Boca Raton and North Louisiana. She received a Bachelor of Science in Finance from Louisiana State University A&M and a Master of Business from Louisiana State University Shreveport. Nick Oliver, a Financial Analyst at the Entrepreneurial Accelerator Program (EAP), a division of BRF, provides services to high-growth entrepreneurs willing to locate their companies in North Louisiana. Nick has experience in commercial and community banking, corporate finance, as well as individual and institutional investment management. As an analyst for a multinational banking institution, Nick built a database to more efficiently oversee and organize the management of over 9 million mortgages serviced by the institution. As a project manager for a regional bank, he spearheaded the implementation of a new system to better track the firm’s business development pipeline, resulting in faster execution of $129 million in new business opportunities. Nick currently works with early stage entrepreneurs in helping them commercialize their business idea through proforma financial modeling and industry research. Nick is committed to using his knowledge base to grow and develop the entrepreneurial ecosystem in North Louisiana. He received both a Bachelor of Science in Finance and a Master of Business Administration from Louisiana Tech University, where he received Summa Cum Laude honors and was noted as a Top Graduate in the School of Business.

Mark Hamrick- Senior Financial Analyst at Bankrate.Com- The January Jobs Report comes out later this morning.

On this episode of PodTalks, we get an inside look at the newly promoted Manager and former Senior Financial Analyst at CliftonLarsonAllen. Trent Midthun, a junior studying marketing & sales at North Dakota State University, and Logan Ackerman, a senior studying construction management at North Dakota State University, get an opportunity to sit down with Kayleigh Biloka, CPA. Throughout the podcast listeners get a chance to see how Logan and Trent relate to Kayleigh, though they are studying unrelated subjects. Kayleigh Biloki graduated from NDSU in 2012 with her Bachelors of Science in Accounting and then proceeded to get her Masters of Accountancy from NDSU in 2013. She interned at Arthur Ventures while attending school here, and then interned for CliftonLarsonAllen in 2014 following her graduation. She has climbed the ranks at CliftonLarsonAllen since then, and in November got promoted from Senior Financial Analyst to Manager in Chicago, Illinois. Throughout the podcast, we strived to find out about Kayleigh’s experiences at North Dakota State University and were curious about her key takeaways from her time as a student. Kayleigh went in depth about her day to day operations as a Senior Financial Analyst, and discussed with us the unique skills that she has learned from her work experiences that are valuable and useful to individuals in all fields of work. It was a joy to sit down with an energetic and upbeat individual like Kayleigh! We are very excited to share this experience with you and hope that enjoyed Kayleigh’s insight into the business world. Please subscribe to PodTalks for more upbeat and informative content like this!

Season 1 is coming to an end and I am sad yet excited!To close out this first season on my podcast I will be accompanied by 3 KINGS of The Dapper Kings Project!Carlos Williams IG:@stylesbylosTravis Bryant IG: @travburbannitesJulian Mimms IG: @j.mimmstheshooterI will sit with these influencers to discuss their path in life and their mission for better the image of black men!!! FB LIVE and IG LIVE !! Tune in Tuesday, August 27th, at 7:30pm get help me close out this season and share the great things these men are doing for the community!! Search the shows and enjoy all my amazing past guest!Apple Podcast, Spotify, iHeartRadio, Soundcloud, Google Podcast, Spreaker, and YouTube!!!Find the links here:www.shallweproceedpod.comBecome an exclusive supporter for as little at $3a month:https://www.patreon.com/ShallWeProceedPodcastBuy podcast merchandise :https://teespring.com/stores/shall-we-proceed-podcastEmail me about sponsorship opportunities at:E.LeeseMain@shallweproceedpod.com#ShallWeProceedPodcast#ELeeseTableTalks #CreatorInfluencer#SexyPodcaster #PodcastingWhileBlack #BlackSmartAndSexy #GameChanger#BlackPodcaster #AdultingAndShit #HoustonPodcaster#BlackExcellence #MsPrettyBooks #JamesBrownOfPodcasting #ConversationStarter #PodsInColor #ELeeseMain #Emerging100HXT#WinBae#TheDapperKingsProject #TheSpherePodcastNetwork"Who is Carlos..Born in New Orleans, LA, Carlos was introduced to the understanding of how street life worked... seeing many senseless murders in both his hometown and in Houston, TX. As many young men coming up, he was expected to follow the ways of the community and go down that path but Carlos knew he was meant to do more. After the birth of his sons, CJ and Karter, Carlos began to change his personal image of what he wanted to show his sons. From that, The Dapper Kings project was birthed to change the image of what our men project and ensure the generations to come know that there is more than one option to go regardless of where they come from.Who is Travis..Travis Bryant is the Senior Financial Analyst at Houston Community College. He also is co-owner of Houston based marketing firm, Urban Nites Entertainment LLC. Travis received his MBA from Texas Southern University and currently serves as the Public Relations Chair for Emerging 100. Travis joined E100 because he shared the organization's passion for community service and mentorship of African-American youth.@emerging100htxwww.Emerging100htx.orgWho is JulianJulian Mimms is from Houston TX. He is a photographer and has been shooting since 2012 but on a professional level I have been shooting since 2015.Welcome Welcome viewers and Listeners, Promote links, ask all to share, and State show topic IG: @Shall_We_Proceed ; FB: Shall We Proceed Podcast w/E. Leese www.shallweproceedpod.com https://shop.spreadshirt.com/shall-we-tees-we-leese https://www.patreon.com/ShallWeProceedPodcastCarlos William IG: @stylesbylos The Dapper Kings Project @thedapperkingsproject https://www.emerging100htx.org/ Travis Bryant IG: travburbannites Emerging 100HXT @emerging100htx Julian Mimms IG: j.mimmstheshooter What is your purpose?

John Garrett, the “Recovering CPA” and author of the upcoming book What’s Your "And"? talks to us about how he helps companies recognize why their culture matters. Current keynote speaker, emcee, and host of What’s Your "And"? Podcast, John graduated from the University of Notre Dame and became a CPA with PricewaterhouseCoopers before working several years in industry. Since then, he’s written two Emmy-nominated awards shows, has a comedy album on Sirius XM, and has been on stage over 2,000 times, opening for the likes of comedian Louie Anderson and the band Train. He received his Certified Public Accountant Certificate from the State of Illinois. As a former CPA, Senior Financial Analyst and Business Development Director, John’s experience ranges from being an integral team member for his Big Four Firm’s largest financial services client to helping launch a startup company. The CPA-turned-Catalyst for Culture Change has been researching how professional’s hobbies and passions impact their career and in turn, create a stronger workplace culture. Now he works with organizations to attract and retain top talent by adapting to “the future of professionalism.” He steps up to shatter the stereotype about accountants and explains that everyone has a unique skillset or passion that should be brought to the office to build trust and create a high performing culture.

Wes Carlson speaks to special guest, Mati Greenspan, a well-known Bitcoin Bull, and Senior Financial Analyst at social trading platform eToro. Mati is known for his on-point analysis of Bitcoin (and traditional markets), he has been quoted in many articles and appeared on many shows including Bloomberg Television. Highlights: - How Mati got into Bitcoin - Mati's portfolio exposure to Bitcoin - What caused the current upsurge in the Bitcoin Price - Comparing Bitcoin in 2019 to Bitcoin in 2015 - Mati's take on could happen next - Libra Coin by Facebook and what it could mean for Bitcoin - How to analyze a market - Mati's Bitcoin Price Prediction :-) Recorded: 8 July 2019 OFFICIAL WEBSITE: →https://letstalkcrypto.io PODCAST PLATFORMS: → Soundcloud: https://soundcloud.com/letstalkcrypto → Apple iTunes: http://feeds.soundcloud.com/users/soundcloud:users:621764271/sounds.rss → Youtube: https://www.youtube.com/channel/UCfIUutz0ZGIxVgLcD1W7enA BUY CRYPTO INSTANTLY: → Buy Bitcoin, Ethereum, Bitcoin Cash, Litecoin & XRP - get your Crypto delivered to you within 5-10 minutes @ https://cryptofish.com LEARN ABOUT BITCOIN & CRYPTO: → FREE Video Learning Portal: https://www.cryptofish.com/learn → Bitcoin 101: https://www.cryptofish.com/blog/bitco... → Crypto 101: https://www.cryptofish.com/blog/crypt... → Blockchain 101: https://www.cryptofish.com/blog/block... → Latest Bitcoin & Crypto News: https://www.cryptofish.com/blog/

When she’s not working as Lola’s Senior Financial Analyst, you can find Chelsey taste testing all of the pizza joints around Boston, bopping around to local breweries, or sparring in an Everybody Fights boxing class. Listen to her conversation with Lola.com’s CMO, Jeanne Hopkins, on the newest episode of Table Fries for a deep dive into Chelsey’s thoughts on why Lola’s ‘Wicked Loving’ culture and passion is what is important to her. About Jeanne's guest: Chelsey Fazio is the Senior Financial Analyst here at Lola.com where she does a combination of Finance, Operations, and Accounting. Chelsey is from Syracuse, NY and moved to Boston after finishing her MBA in 2014. She received her CPA and worked in Assurance at PwC for 4 years before joining Lola’s team as their Senior Accountant and transitioning into her current role as Senior Financial Analyst.

In this episode of Movers & Shakers Gino & Josh interview John Crouch. John serves as Vice President of Investment and Strategic Planning for a Nashville, TN based commercial real estate firm. Prior to his time in commercial real estate, John worked as a Senior Financial Analyst at Cigna and a tax professional in KPMG’s New York office. He received his undergraduate degree from Cincinnati Christian University and an MBA from the Fordham University Graduate School of Business in New York.   John began his real estate portfolio with a self-funded 32-unit property in the St. Louis, MO market. The property has completed a significant capital budget program and is now enjoying increased rental income as a result. Shortly thereafter, John syndicated a 122-unit property north of Indianapolis, IN. Today, John is focused on expanding his knowledge and expertise within the multifamily asset class. In his spare time, he enjoys spending time with his growing family, underwriting potential deals, and becoming a general aviation pilot.   http://bit.ly/JohnCredBook

 Joseph Patterson in"HOT SEAT"Can Joseph Patterson Stop Corruption in Jamaica - Virtual Town Meeting. JOSEPH L. PATTERSON, Social Entrepreneur, Financial Consultant & Good Governance Advocate Joseph L. Patterson is the president and founder of the UIC or United Independents' Congress - a new political party in Jamaica. He is a Chartered Professional Accountant (CPA) with over 25 years' experience in business, finance, and leadership. He provides financial services in Jamaica, North America and Europe. Mr. Patterson has worked as a Business Analyst, Senior Financial Analyst, Financial Controller, Director of Finance, Vice President of Finance, CFO and CEO across the private, public and non-profit sectors. His international work involves more than 120 countries and membership on the board of a global micro-financing institution that has over four decades of experience promoting sustainable development through impact investing that focuses on financial inclusion, agriculture and renewable energy in poor communities. In addition to leading his own group of companies, Mr. Patterson is also the founder-president of YES Jamaica, a charitable foundation that mentors and funds young Jamaicans to excel as entrepreneurs. He is married, has three adult children and, for relaxation, enjoys reading, writing and permaculture farming.#jamaica #yardness,#PNP #JLP  

 Joseph Patterson in"HOT SEAT"China & Jamaica relationship- Virtual Town Meeting. JOSEPH L. PATTERSON, Social Entrepreneur, Financial Consultant & Good Governance Advocate Joseph L. Patterson is the president and founder of the UIC or United Independents' Congress - a new political party in Jamaica. He is a Chartered Professional Accountant (CPA) with over 25 years' experience in business, finance, and leadership. He provides financial services in Jamaica, North America and Europe. Mr. Patterson has worked as a Business Analyst, Senior Financial Analyst, Financial Controller, Director of Finance, Vice President of Finance, CFO and CEO across the private, public and non-profit sectors. His international work involves more than 120 countries and membership on the board of a global micro-financing institution that has over four decades of experience promoting sustainable development through impact investing that focuses on financial inclusion, agriculture and renewable energy in poor communities. In addition to leading his own group of companies, Mr. Patterson is also the founder-president of YES Jamaica, a charitable foundation that mentors and funds young Jamaicans to excel as entrepreneurs. He is married, has three adult children and, for relaxation, enjoys reading, writing and permaculture farming.

Eric Schleien sits down with fund manager, Christian Olesen to discuss his largest position, Cambria Automobiles, based in the UK. Christian is a value investor who is not afraid to go anywhere and everywhere to look for value. He's invested in many obscure markets and obscure securities and we discuss some of those themes on this episode as well. For any hardcore value investing junkie, this episode is one you will surely not want to miss. About Christian Christian Olesen is the investment manager of the Olesen Value Fund. Previously, Christian worked in a dual role of Analyst and Trader for Xaraf Management, a group within Paloma Partners that focuses on a variety of equity and credit strategies. Before that, Christian was Senior Associate in the research department of DebtTraders Group, a New York-based broker-dealer specializing in distressed and high yield bonds, and Senior Financial Analyst in the corporate finance advisory services group of Stern Stewart & Co., a New York-based financial advisory firm best known for its proprietary EVA® (Economic Value Added) concept. Christian holds a B.S. in Economics, with concentrations in Finance and Accounting, from The Wharton School, University of Pennsylvania. He also holds the CFA (Chartered Financial Analyst) designation. Christian can be reached through LinkedIn Connect with Eric Schleien:  Visit Eric Schleien's Podcast: https://www.EricSchleien.com/Podcast Visit Eric Schleien's Twitter: https://twitter.com/ericschleien Visit The Intelligent Investing Podcast's Twitter: https://twitter.com/investingcast Like The Intelligent Investing Podcast on Facebook: https://www.facebook.com/theintelligentinvestingpodcast/ Follow Eric Schleien on Facebook: https://www.facebook.com/eric.schleien Visit Granite State Capital Management's Website: https://www.GSCM.co Follow Eric Schleien on Instagram: https://www.instagram.com/ericschleien/

On this episode, we have an uplifting conversation with Robert Mason. He is the Founder and CEO of Letters Against Depression (LAD), a 501c3 charity that sends hope and support to people battling depression all over the world through handwritten letters. Robert also works at Walt Disney World as a Senior Financial Analyst. He has... The post Ep#125: Robert Mason – Letters Against Depression appeared first on Defeating Depression.

Payal is the founder & director of Accountrust Limited. Accountrust is an accounting and finance consulting business based in Auckland, New Zealand. Accountrust aims to help Small and medium enterprises in New Zealand to streamline their accounting processes. Before starting Accountrust, Payal worked as company accountant for various businesses some years in Auckland. Prior to that her experience includes working as Senior Financial Analyst with companies like JP Morgan Chase and Boston Consulting group. Payal has an MBA (dual degree Finance & Marketing) from ICFAI University, India and BCom (Hons.) from NMIMS University, India. In this episode, Payal talks about overcoming fear by skydiving, starting her new company and making a difference in community through education. Consider becoming a Listener Supporter. Be a part of the Afflatus community and enjoy exclusive membership rewards. Full details here: https://bit.ly/2PFDUS8 Subscribe here: https://anchor.fm/theafflatus/support Follow The Afflatus: www.facebook.com/aalok.rathod www.facebook.com/unciafilms www.instagram.com/al_rathod Follow Payal: https://www.linkedin.com/in/payal-arora-6a664121/ --- Support this podcast: https://anchor.fm/theafflatus/support

Today, Chase chats with a good friend and colleague, Jordan Murphy. In today's conversation, Chase & Jordan discuss millennial finances where they dive into saving, what to do with your first bonus (!), investing in the stock market, and what cool apps Jordan uses for finances! Warning: A LARGE AMOUNT OF KNOWLEDGE IS DROPPED TODAY! Let's make today a great day and WIN THE DAY! It's #WinningWednesday

Today's guest is Gayle Guest-Brown. Gayle Guest-Brown is the author of Girl Get it Right! an I.M.P.A.C.T. guide to creating the life and work you dream of. She is an Executive Leadership Coach, leadership trainer and key note speaker. Her service offerings include: Executive Leadership Coaching: Gayle is a certified professional coach (CPC), empowering leaders to access their strengths, connect to their values and reach their best strategies through one-on-one confidential and customized leadership coaching. Leadership Training and Keynote Speaker: Custom contracts are tailored to your needs. Gayle's inspired audiences at My Sister's House,100 Black Women, Sacramento, Dell EMC-Texas, 50 Women Can-L.A., Exceptional Women of Color Conference-Sacramento, Haven House Board of Directors-Modesto, the I Matter Conference and St. Paul Baptist Church. Gayle holds an MBA, a project management credential (PMP) and has 30 years of experience at global Fortune 100 companies, successfully motivating people and maximizing project potential in corporate, technology, nonprofit, ministry, and entrepreneurship. She's led teams at USAA Financial Service company as a claims and litigation manager. Gayle began her career in tech at Hewlett Packard as a Senior Financial Analyst, Operations Manager and Program Manager. As Executive Director of a community services non-profit she doubled shelter capacity and grew income by 41%. Her service work includes fifteen years of domestic violence intervention and prevention work as founder and advocate of From Bruised and Battered to Blessed Ministries. Gayle was honored by the Sac Cultural Hub, receiving its Exceptional Women of Color award. Currently, Gayle serves on the board of directors of the CA Partnership to End Domestic Violence. She also facilitates Safe Black Space and Emotional Emancipation community healing circles. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/the-wellness-journey-podcast-series/message Support this podcast: https://anchor.fm/the-wellness-journey-podcast-series/support

Even the Good Lord above wants you thrive financially and live phenomenally, and this week’s guest can show you how! This week our special and phenomenal guest, Aisha Taylor of FNPhenomenal, is talking to use about managing your finances and your single-mom journey as a person God has called you to be. She opens about how she almost walked away from her faith before God brought her back home and opened her eyes to the blessings her had waiting for her. She gives us financial tips to help those of us on even the leanest of budgets while reminding us that we are deserving of everything God has prepared for us. Enjoy! Aisha Taylor is a single mom of twins and the Founder of FNPhenomenal. She helps single moms thrive financially and live phenomenally using Biblical principles. She has been featured in ESSENCE, Jet, and Black Enterprise. Aisha has taught finance workshops at Duke University, the University of Michigan, and Google. Prior to launching her company FNPhenomenal, she spent years working in Corporate America as Senior Financial Analyst where she gained experience in business development, budgets & forecasting, creating and developing financial reports, financial model development, contract analysis, profit and loss statement management, and revenue/profit strategy optimization. Aisha has also passed the Certified Financial Planning Exam. Aisha is also the author of the #1 Amazon Best Selling book, “5+5 FNPhenomenal Ways to Save $100 This Week Without Killing Your Lifestyle.” This book provides 10 tips to help women do what they normally do a little bit differently so they can save at least $100 per week. You can connect with Aisha at: www.FNPhenomenal.com, “Phenomenal Moms With Aisha Taylor" Podcast Instagram: @FNPhenomenal Facebook: www.facebook.com/groups/phenomenalmom If you are looking to get more peace, less financial stress, and better money management skills, then join the 5-day Finance and Faith Transformational Journey today! Visit my website at ourroyalcommunity.com to learn more about my story and check out my blog. Connect with me on Instagram - @ourroyalcommunity Email me at – latonya@journeywithtvporter.com Grab of copy of my book, Your Queendom Awaits – How to Let Challenges and Traumas Guide You To Triumph, visit Amazon.com to do that. Keep Reigning!

Carrie Owenby is a Senior Financial Analyst at ArcBest by day, and a dance instructor at night. She teaches a one hour tap dance class to adults — most of whom are women in their 50s and 60s — and hip hop to a room full of teenagers. “I love all aspects of dance but I think my favorite is hip hop. I love it because it’s so much fun and makes me feel the most free. The music is upbeat and so happy. You throw the moves and it’s not about control. The bigger you make ‘em, the better they are.” When asked if her kids think it’s cool that she knows how to hip hop dance, the mother of three teenage sons said, “They don’t think anything I do is cool right now.” Visit the ArcBest Facebook page to learn more about Carrie’s passion for teaching dance and see her in action! Then subscribe to get the latest episodes of Our People ArcBest and meet more of the amazing people that make ArcBest an exciting place to work. #OurPeopleArcBest

In this episode We discuss the value of predictable recurring revenue in terms of a membership program and what the revenue stream does for practices and businesses. We also talk about how to increase value for you practice. About Trent Read: Part owner / Partner of Economics Partners 2014 - Present CFO of outdoor consumer products company Goal Zero from 2012 to 2014 helping lead it to a sale to NRG CFO of online marketing company OrangeSoda from 2010 to 2012 helping lead it to a sale to Deluxe Six years of investment banking at Deutsche Bank and Wells Fargo Two years as a Senior Financial Analyst at Honeywell MBA and BA from BYU Email: trent.read@econpartners.com URL: www.econpartners.com

Tune in to Episode 022 with Julie Manivong, a Senior Financial Analyst for Gap, Inc.

Taylor Stevens is a former Senior Financial Analyst at a Fortune 50 company, and has built a solid net worth in just five years. He started this journey making only $30k a year but after meeting his wife they combined incomes and multiplied their savings. We go over some easy strategies that anyone can use to immediately start noticing a difference in their account balance. You can find Taylor at: Blog: mrfiguy.com Instagram: mrfiguy IG Facebook: mrfiguy FB Follow Saed and Access to Success: Email: Podcast@GetMyAccess.com Facebook: A2S FB Page Facebook Group: A2S FB Group Instagram: Saed Albasha IG Web Site: GetMyAccess.com

Sunayana Gutta, Senior Financial Analyst at General Motors, shares a detailed account of what it's like to work in Corporate Finance - from examples of projects to her typical day to her advice for interested candidates. Sunayana has an MBA from Kellogg School of Management. Some of the areas that Sunayana touches upon in this episode include: 1. How Sunayna tried various functions such as VC and Investment Banking, and why she decided to get into Corporate Finance 2. What does someone in Corporate Finance do 3. Examples of projects someone in Corporate Finance works on 4. Type of teams found within Corp Finance generally. Eg: Forex team, Capital Management team, Treasury team, etc. 5. Examples of things someone in Finance thinks about when making decisions 6. How companies generally have a generalist or specialist approach towards staffing Corp Finance, and how it's important to know about this before joining the company 7. Why Sunayna enjoys working in Corp Finance, and elements she finds challenging 8. Resources - CFO Magazine - http://ww2.cfo.com/source/cfo-magazine/, Annual Reports MD&A section, Ashwat Damodaran Blog (professor at Yale) - http://aswathdamodaran.blogspot.com/ Thank you for listening!! Follow the show on Twitter @LED_Curator Website www.learneducatediscover.com/ Like us on FaceBook at www.facebook.com/learneducatediscover/ Email us at hello@learneducatediscover. We will reply!! Subscribe to the show on iTunes itunes.apple.com/us/podcast/learn…ver/id1049159321

Alvis Grundy is a Senior Financial Analyst for Santa Clara County, and let me tell you he has a wealth of knowledge. We discuss his job duties, redlining as it relates to real estate, and Jay Z. This is a good one people with a lot information. Subscribe and share, thank you. 100k the book can be purchased at www.100kthebook.com or www.amazon.com/100K-Andre-Ray/ 

Mr. Nick Zhao of the World Nano Foundation joins SHR Media from the Freedom Fest Expo Hall to discuss Chinese and American Encomics, as well as North Korea

Mr. Nick Zhao of the World Nano Foundation joins SHR Media from the Freedom Fest Expo Hall to discuss Chinese and American Encomics, as well as North Korea

Jason Burack of Wall St for Main St interviewed first time guest, former Federal Reserve insider Danielle DiMartino Booth http://dimartinobooth.com/. Danielle worked on Wall St for years and she predicted the 2008 housing crisis in advance. She then left Wall St and wrote a popular financial column for the Dallas Morning News for years as well. Dallas Federal Reserve Bank President, Richard Fisher, read her financial column and loved it and hired Danielle to work for the Dallas Federal Reserve Bank. She spent 9 years as a Senior Financial Analyst with the Federal Reserve Bank of Dallas & Advisor on monetary policy to Dallas Federal Reserve Bank President, Richard Fisher. Danielle left the Federal Reserve in 2015 to start her own consulting and newsletter publishing company, Money Strong. She also has a new book coming out soon called, Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America! Her full bio is here: http://dimartinobooth.com/bio/ To pre-order her new book, Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America, go here: https://www.amazon.com/Fed-Up-Insider... Read her free financial newsletter here: http://dimartinobooth.com/latest-week... During this 30+ minute interview, Jason starts of by first asking Danielle if she thinks the Federal Reserve will be run differently under Donald Trump than if Hillary Clinton had won the 2016 election? Jason also asks Danielle if the Federal Reserve will raise interest rates in December, why the Federal Reserve seems to keep doubling down on monetary policy ideas with broken economic models and about the pension fund crisis all across the US.

Another episode of the Cameron-Brooks Podcast!  In this episode, I interview Joe Dowdy, former Army Helicopter Pilot, and now a Senior Financial Analyst with Noble Energy.  Joe shares his keys to making a successful military to business transition, and why he waited to get his MBA after the military while working at Noble Energy. Just a heads up, Joe is smart person.  Some of his finance explanations are pretty heady, but hang with the podcast as he offers a lot of great advice. Joel Junker

Social impact does not necessarily require you to be the founder of a social enterprise. Amanda LaGrange is living proof of that idea. Amanda spent more than seven years at General Mills, including time as a Senior Financial Analyst. Today, Amanda is the CEO of TechDump. TechDump refurbishes and recycles electronics, and in the process they create jobs for adults facing barriers to employment, especially those who have spent time in the justice system. TechDump accepts anything with a cable, cord or battery that is not a home appliance.   Amanda brings her background in corporate finance to bare on the challenges of scaling a social enterprise. Social Entrepreneurship Quotes from Amanda LaGrange: “It takes a certain skill set for a founder to pass on the baton. “ “It wasn’t necessarily that I birthed the idea, but I’ve definitely been a huge part around growing and scaling it.” “Scaling a social enterprise is one of the most difficult things, because you have to create infrastructure at the same time you’re growing your top line.” “The United States is home to 5% of the world’s population, and yet we incarcerate 25% of the world’s incarcerated people.” “We use 25% of the world’s resources and the [Environmental Protection Agency] reports that we’re only recycling 25% of electronic devices used by consumers.” “There’s no person that’s wasted. There’s no material that’s wasted.” “There’s value and transformation is definitely possible.” “In the state of Minnesota last year, 50 million pounds of electronic waste was collected for recycling, so you can just imagine how much is sitting in people’s basements.” “At TechDump last year, we recycled 5 million pounds.” “From our founding in 2010, we’ve been 98% self-funded.” “50% of our current income comes from the sale of refurbished electronics.” “The more electronics we take in, the more people we can employ.” “About half of our customer base is from the commercial side.” “There’s no clear direct path to be a social entrepreneur.” “Join a [nonprofit] board. You get to practice skills you can’t practice in your day job.” Social Entrepreneurship Resources: TechDump: http://www.techdump.org Amanda LaGrange on Twitter: https://twitter.com/GracieLooToday Last week to grab our free eBook: Five Key Traits of Successful Social Entrepreneurs: http://tonyloyd.com/socent Try Audible and Receive Two Free Audiobooks: http://tonyloyd.com/books

As a former Senior Financial Analyst with the Federal Reserve of Dallas, Danielle DiMartino Booth researched and gained insight into US economic policy from behind the curtain of the central banking system . This allows her to forecast upcoming economic events such as inflationary periods and major shifts in the monetary system. She has a gift of translating high-level fiscal discussions into layman's terms for large organizations.   Key Takeaways: Jason's Editorial: [3:27] Everything is connected to the internet and has an app to monitor it.  [6:11] A summation of the movie, 99 Homes. [11:22] Listen to past and upcoming podcasts to shed a light on what we discuss at our Venture Alliance trips.   Danielle DiMartino Booth Guest Interview: [17:36] Who is Richard Fisher and why did Danielle follow him in and follow him out? [20:57] We should be servicing all debt in all forms, public and private. [25:45] The gravest sin of the central banking system is taking the incentive away from education reform.  [29:11] We are in a currency war and wars are not fought without a budget. Does this mean inflation is imminent?  [33:34] When there are major shifts in the economy you should re-tool your workforce but Congress just extended unemployment benefits. [37:43] Public pensions will be staring down the barrel of steep challenges. [38:59] 9,000 businesses left California for Texas because Texas is a business friendly state. [40:47] Contact Danielle and read her newsletters   Mentions: Jason Hartman 99 Homes Property Tracker Property Evaluator Venture Alliance Mastermind Danielle DiMartino Booth and Money Strong @DiMartinoBooth

Jeff Pledger, is a Senior Financial Analyst for Verizon where he has worked for the past 23 years   Despite his busy schedule he is involved in many non-profit organizations.   These have included leadership roles in Verizon's employee resource group, Disabilities Issues Awareness Leaders (DIAL), which advocates for Verizon employees and customers with disabilities.   He is […]

- Greg McBride, Senior Financial Analyst at Bankrate.com

- Greg McBride, Senior Financial Analyst at Bankrate.com - Please call 1-800-388-9700 for a free review of your financial portfolio

- Greg McBride, Senior Financial Analyst at Bankrate.com - Please call 1-800-388-9700 for a free review of your financial portfolio

Greg McBride, Senior Financial Analyst at Bankrate.com -Greg meets with Moe to discuss about the Fed keeping short-term rates low and the possibility of hiking interest rates later due to inflation or lower unemployment level.

Greg McBride, CFA and Senior Financial Analyst at Bankrate.com-Will an IRA reconversion benefit you?Call 800-388-9700 to get a free copy of “4 Steps to Undo a Roth IRA Conversion”

Guest:Greg McBride, Senior Financial Analyst for Bankrate.com-Why people are pessimistic about getting rich?-What are some of the obstacles to getting rich?