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Today's episode marks the second of a two-part series, with Part One having been released on November 13th. In this installment, we continue our conversation on the many changes in fair lending policy and enforcement under the second Trump administration. The discussion is moderated by Alan Kaplinsky, Senior Counsel, founder and former chair for 25 years of Ballard Spahr's Consumer Financial Services Group, and features these distinguished experts in the field: Bradley Blower, Founder of Inclusive Partners LLC. John Culhane, Jr., Senior Partner and charter member of Ballard Spahr's fair lending team. Richard Andreano, Jr., Practice Group Leader for Ballard Spahr's Mortgage Banking Group and the head of Ballard Spahr's fair lending team. In this week's episode our expert panel unpacks the fast-changing landscape of fair lending in consumer finance. With candid discussion from leading attorneys and industry insiders, we cover how federal policy swings, especially between recent administrations, have left lenders and businesses searching for direction on compliance, risk management, and best practices. Hear insights on the evolving standards for disparate impact claims, the high stakes of Supreme Court challenges, and how regulatory shifts are changing the rules of the road for everyone. Learn why the future of lending is increasingly tied to artificial intelligence, what it means for fairness and oversight, and why receiving clear guidance is more vital than ever. Our hosts tackle the challenges posed by executive orders on 'de-banking' and fair access, ongoing delays and debates surrounding the small business lending data rule, and the persistent struggle to address appraisal bias. Find out how states are stepping up where federal agencies may leave gaps and get practical advice for keeping your compliance management systems strong in uncertain times, particularly in view of how a future Presidential Administration may seek to reverse Trump Administration initiatives. We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.
Greg Swan, Senior Partner, FINN Partners, fuses insight, culture, and tech to help brands tell stories that stick. At FINN Partners he leads digital and creative strategy across social, content, PR, AI, and emerging platforms. He also writes the weekly newsletter Social Signals and is co-host of The Cave Project podcast, exploring the tensions of tech, culture, and life as they intersect. Ask him about his fax machine. Or just fax him: 316-854-0132.
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This episode of the PepTalks Podcast focuses on how PE-backed leaders can implement quick and sustainable change using Generative AI. We are joined by Greg Nieuwenhuys, a PE-backed CEO turned Chair, and partner at Generative AI Strategy, who are actively helping PE houses and portfolio companies implement generative AI to improve efficiency, achieve companywide adoption and most importantly, drive value.
In this episode, Shannon Libbert, Senior Partner at Kingsley Gate, shares insights on how healthcare leaders can navigate workforce challenges, harness AI as an enabler, and strengthen trust through clarity, courage, and connection to drive meaningful organizational transformation.This episode is sponsored by Kingsley Gate.
Send us a textThe discussion in this episode draws on findings from io.tt's latest Connected Experiences Report (CXR3), a global study exploring how brands, designers, converters and consumers are really using connected packaging today. The report digs into adoption trends, preferred use cases, consumer expectations, sustainability communication, GS1-driven change and the shifting role of QR and NFC across the pack lifecycle. It also includes practical viewpoints from partners such as Team Creatif and Eurostampa, with concrete implications for packaging, print and brand teams planning their next steps in connected experiences.
A cyber breach isn’t just an IT problem, it’s a business crisis. With global cyberattacks on the rise, leaders are learning that poor communication can erode stakeholder trust faster than the breach itself. In this episode of Mind Your Business, the Breakfast Show speaks to Dan La Russo, Senior Partner at Penta, about the new realities of cyber risk, why leadership and communication matter more than ever, and how companies can prepare before the next crisis strikes.See omnystudio.com/listener for privacy information.
The Future of European Real Estate: Capital, Cycles, and Opportunity with Simon Martin, Senior Partner, Chief Investment Strategist & Head of Research - Tristan Capital Partners. €15+ billion AUM leading institutional grade, full-service private equity real estate firm. This week, I sat down with Simon Martin to unpack how Europe's real estate market is changing and what it means for investors, fund managers, and entrepreneurs today. Simon has helped grow Tristan from a start-up spin-out into a €15 billion manager. For more than twenty years, he has experienced every major market shift and brings a rare perspective on how capital, strategy, and driving returns are changing. We explore what it takes to launch a business in today's environment, how investor priorities are pivoting, and why Europe may be entering one of its most interesting phases in a generation. Key Topics Covered In This Episode ✅ The Changing Nature of Core Capital – Why the next generation of investors will look very different and what they are seeking today ✅ Building Through Cycles – Lessons from launching a business during the financial crisis and scaling through recovery ✅ Starting a Platform Today – Why creating a new investment business now is harder than ever ✅ European Capital Flows – What global investors are saying about deploying into Europe and where the opportunity set is ✅ Reflections and Lessons – The importance of speed, focus, and coherence in portfolio construction, entry and exit ✅ Looking Ahead – How credit, resilience, and operational performance will shape the next cycle And of course, I asked Simon the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I would love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers.
Leader 2 Leader Series:Join Chamber President and CEO, Susan Spears on a journey as she interviews some of the top community leaders in this series. Susan and her guests will share their insight and wisdom on making teams more effective, leveling up your communication skills, and building the courage to lead during difficult times. The Leader2Leader series is about making the most of it all —with insights, research, advice, practical tips, and expertise to help you become the leader you desire to be.Today's Guests: Dr. David Corderman, Senior Partner, Academy Leadership Associates, LLC, and Dr. J.R. Flatter, Chairman, Chief Learning Officer and President, Flatter Inc.,
Today's episode marks the first of a two-part series, with Part Two scheduled for release on November 20th. In this installment, we examine the sweeping changes in fair lending policy and enforcement under the second Trump administration. The discussion is moderated by Alan Kaplinsky, Senior Counsel, founder and former chair for 25 years of Ballard Spahr's Consumer Financial Services Group, and features these distinguished experts in the field: Bradley Blower, Founder of Inclusive Partners LLC. John Culhane, Jr., Senior Partner and charter member of Ballard Spahr's fair lending team. Richard Andreano, Jr., Practice Group Leader for Ballard Spahr's Mortgage Banking Group and the head of Ballard Spahr's fair lending team. Listeners will gain essential insights on how federal agencies are scaling back oversight, phasing out the use of statistical disparities and disparate impact theory in fair lending cases. The conversation illuminates how redlining investigations are now driven by clearly expressed intent rather than just the numbers, and why states are stepping in as the federal role diminishes. The episode also tackles potential regulatory changes, the move back to the 1995 Community Reinvestment Act rule, and what these shifts mean for institutions and the communities they serve. In addition, the hosts unpack high-profile cases like Townstone Financial, diving into the ongoing debate about whether discouraging would-be applicants is covered under the Equal Credit Opportunity Act. They also address the intersection of AI and the economy, examining the Trump administration's focus on rapid innovation over regulatory restrictions and its implications for consumer protection. With actionable information for professionals in consumer financial services, banking, compliance, and advocacy, this episode keeps you informed on the latest policies shaping fair lending in 2025 and beyond. We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.
David A. Kallman, Senior Partner with Kallman Legal Group, joins Steve Gruber to break down a landmark ruling from the 6th Circuit Court. The court determined that public school districts cannot force students, teachers, or staff to use the preferred pronouns of transgender students. Kallman explains the legal reasoning behind the decision, its implications for schools across the region, and what this ruling means for free speech and parental rights in education.
Willkommen zur neuen Folge von Choose Germany – dem Business-Punk-Podcast für alle, die dieses Land nicht schlechtreden, sondern neu gestalten wollen. In Partnerschaft mit dem Startup-Verband und powered by BCG holen wir Deutschlands mutigste Macher:innen ans Mikro.Zu Gast: Prof. Dr. Veronika Grimm, Wirtschaftsweise und Expertin für Wettbewerbsfähigkeit, Energiepolitik und Innovationsstrategien – und Michael Brigl, Managing Director & Senior Partner bei BCG (Region Zentraleuropa). Wir sprechen darüber, wie Europa Forschung in Produkte übersetzt, warum Exits der wahre Kapitalmagnet sind – und wieso wir vom Vorsorge- zum Innovationsprinzip umschalten müssen.Worüber wir sprechen:
What if the financial metrics you rely on to measure your company's success are actually steering you away from long-term customer loyalty and sustainable growth? In our latest episode of the Delighted Customers podcast, live from Harvard Business School, I dive into this burning question with Rob Markey, professor at Harvard and seasoned veteran at Bain. Rob challenges the conventional wisdom around company valuation, urging us to look beyond the income statement and balance sheet, and instead, consider the real engine driving revenue—our customers. The impact of this discussion is huge: by focusing on customer behavior and relationships, leaders can uncover hidden risks, make smarter trade-offs between short-term gains and long-term health, and build models for enduring shareholder value. If you think financials are telling you the whole story, this episode will make you think twice. Why should you listen to Rob Markey? Rob doesn't just teach at Harvard Business School—he's one of the world's foremost experts on customer value, business strategy, and the metrics that really matter for growth. As co-creator of the Net Promoter System, his practical frameworks have transformed how organizations like Bain & Company help clients create true customer-centricity. Rob's guidance blends academic rigor with real-world experience, making complex ideas actionable for any business leader looking to future-proof their organization. Here are three compelling questions Rob answers on the show: Why are traditional accounting metrics like revenue and profit reporting missing the bigger picture of customer value? How can C-suite leaders balance inevitable short-term pressures with decisions that build loyalty and drive long-term growth? What specific steps can leaders take to re-evaluate their customer base and transform the way they forecast and measure company success? Tune in now and subscribe for more thought-provoking episodes! Find the Delighted Customers podcast on Apple Podcasts and Spotify, or listen on any of your favorite podcast platforms. Make sure to leave a review to help spread the word to more customer-obsessed leaders. Meet Rob Markey Rob Markey is a professor at Harvard Business School and a globally recognized expert in customer strategy, business growth, and valuation. Before Harvard, Rob was a Senior Partner at Bain & Company, where he led Bain's global Customer Strategy & Marketing practice. He's best known as the co-creator of the Net Promoter System (NPS), which has revolutionized how businesses measure customer loyalty and advocate for customers at the heart of their growth strategy. Markey has consulted with hundreds of organizations worldwide, helping them shift from product-centric to customer-centric models. Rob's work bridges the gap between academic thought leadership and hands-on business advising. His Harvard course explores these crucial topics, training the next generation of leaders to see their customers—not just their financials—as the core asset of their business. Rob's mission is to help executives see—and manage—the trade-offs between short-term targets and the actions that secure long-term profitability and loyalty. His insights are published in leading journals and he is a sought-after speaker at global events. Rob's previous appearances on the show: #15: Pt. 1 – The Room Where It Happened: The Net Promoter Backstory with Rob Markey (Part 1) — Episode 15 Amazon Music #16: Pt. 2 – Measuring and Managing Customer Loyalty in a Digital World with Rob Markey (Part 2) — Episode 16 podcastrepublic.net #65: The 3 Dimensions of Customer Value Creation with NPS Co-Inventor, Rob Markey (Part 1 of 2) — Episode 65 Apple Podcasts+1 #66: Rob Markey on Building Consistent Loyalty Through Trust and Emotional Connection (Part 2 of 2) — Episode 66 Apple Podcasts+1 Connect with Rob Markey on LinkedIn. Show Notes & References Fred Reichheld & Net Promoter System: Net Promoter System Rob Markey's Harvard Business School profile: Harvard Faculty Page Bain & Company: Rob Markey at Bain Recommended prior episodes featuring Rob Markey: See our archive for previous episodes. Yoshida Restaurant, Boston: Yoshida Boston Harvard Business School: HBS Listen, subscribe, and join the conversation—your customers (and your bottom line) will thank you.
Get ready to challenge everything you think you know about leadership and coaching. In this episode of Start With a Win, Adam Contos sits down with Adrian Koehler, a fearless executive coach who has worked with everyone from Navy SEALs to global innovators. Together, they dig into the raw, unfiltered realities of leadership - where broken commitments, uncomfortable truths, and radical authenticity collide. This conversation isn't about clichés or motivational platitudes - it's about the real work of transformation, the conversations most leaders avoid, and the hidden dynamics shaping success. Buckle up; this one will make you rethink how you lead, relate, and show up in every part of your life.Adrian Koehler is a no-nonsense leadership expert and Senior Partner at Take New Ground, known for helping fast-moving leaders cut through the noise and drive real transformation. He coaches executives around the world - ranging from Fortune 500 giants to startups and healthcare innovators - fostering authentic leadership and courageous change. As co-host of Raising The Bar and The Naked Leadership Podcast, Adrian brings bold insights from his diverse background in philanthropy, ministry, activism, and medicine. Based in Hollywood with his kids, Scout and Charli, he's on a mission to challenge leaders to live and lead with purpose.00:00 Intro02:03 The bowl is never empty…05:44 No ice breakers here… 08:02 Locust of Control Conversation!11:01 Hold up the mirror… 14:45 They double down on vision however need to double down on this! 19:30 Why do leaders sit on knowledge and not take action?24:13 Not only is this a leadership gap, it a human gap!33:10 Key tip to open the door…36:48 A moment of pause… https://adriankoehler.com/https://www.instagram.com/adrian.k/https://www.linkedin.com/in/adriankoehler/https://takenewground.com/===========================Subscribe and Listen to the Start With a Win Podcast HERE:
https://www.FutureOfRisk.com/Just as learning to read once unlocked access to knowledge, opportunity and participation in society, AI literacy is rapidly becoming a baseline skill for the modern workplace. In this episode of Zurich North America's Future of Risk podcast, host Justin Hicks explores how understanding and using AI is fast evolving from a niche capability to a core professional competency.Jay Bell, Head of Innovation for Specialties and Head of Operations for Construction at Zurich, and Mark Breading, Senior Partner at ReSource Pro, share how AI is reshaping their daily work—from turning flip chart photos into meeting summaries in seconds to using AI-powered conversations to brainstorm complex ideas during a commute in the car. They argue that AI is not just a tool—it's a collaborator, a co-creator and a force multiplier.Whether you're just starting your AI journey or looking to deepen your expertise, this episode offers practical, real-world examples of how AI literacy can elevate your impact, improve communication, and unlock new levels of productivity.Record date: 9/26/25Air date: 11/5/25In this miniseries, other episodes include:10/22/25: What is AI delivering so far11/19/25: Dark side of AI12/3/25: What's next in AI?
Mark J. Kohler, CPA, Senior Partner of KKOS Lawyers, Co-Founder of Directed IRA (no. 391 on Inc. 5000), and bestselling author, has built a career helping American small business owners and entrepreneurs achieve financial success. With over 25 years of experience and 10,000 client consultations, Mark's insights have cemented his reputation as the top-tier tax & legal expert, disruptor, and advisory mogul in the industry. His unique expertise has also been featured in national media outlets, including Fox, NBC, Bloomberg, Yahoo! Finance, Entrepreneur, Wharton School of Business, CNBC, The World Economic Forum in Davos, and the Wall Street Journal. He was awarded Monaco Voice's 40 over 40 and Tax Advisor of the Year at the Global Entrepreneur Festival.Mark's practical, down-to-earth advice reaches millions through his popular YouTube channels, weekly live training, and bestselling books. Mark's relatable teaching style simplifies tax and legal concepts for anyone looking to grow their wealth and reduce the stress of tax season.Through the Main Street Tax Professional Certification, Mark is training thousands of CPAs, Financial Planners, Lawyers and Enrolled Agents to deliver the same transformative strategies to their clients with confidence. His mission is clear: to equip Main Street American business owners with the tools they need to build wealth, reach their financial goals, and drive economic growth.Above all, Mark is a thought leader committed to empowering the next generation of advisors and entrepreneurs, ensuring they have the knowledge and resources to shape our economic landscape for generations to come.To View This Episode- https://youtu.be/3ojpQha33Gc#philfriedrich #whoknewinthemoment #podcast
Sebastian DiGrande is the Chief Executive Officer of Plastic Credit Exchange (PCX), where he leads the company's mission to eliminate plastic waste through a technology-driven, market-based platform. Under his leadership, PCX is building a verified marketplace that connects corporations with plastic recovery and recycling partners worldwide, creating measurable, scalable environmental impact.Before joining PCX, Sebastian held senior executive roles at Gap Inc., overseeing more than $5 billion in global P&Ls across e-commerce, credit, international franchises, and the Intermix brand. Earlier, he spent nearly two decades at The Boston Consulting Group (BCG) as a Senior Partner and Managing Director, where he led major practices in technology, marketing, and pricing, helped launch BCG Digital Ventures, and advised global consumer and retail clients on digital transformation. He currently serves on the Board of Directors at Big Lots and lectures at leading business schools including Stanford, UCLA Anderson, and Wharton.LinkedIn: https://www.linkedin.com/in/sebastian-digrande-b34961/
In this episode, Steve Fretzin and Brian Haugh discuss:Navigating a selective legal marketPreparing for a lateral move effectivelyBuilding control through specializationApproaching interviews with intention Key Takeaways:The current recruitment landscape favors lawyers with portable books and proven client relationships. Service partners without clear revenue streams face fewer interview opportunities than before. Understanding this shift helps lawyers position themselves strategically for lasting success.Before making a move, gather concrete data on your clients, billables, and performance metrics. Research each potential firm to assess culture, support systems, and compensation structure. Avoid counter-offers and be ready to explain your motivation with confidence and clarity.Developing a focused niche and growing a book of business provides leverage and stability. Lawyers with established clients can earn up to 20% more while shaping their own trajectory. Becoming a market master turns expertise into opportunity and independence.Strong interviews center on curiosity, alignment, and authenticity, not just compensation. Show genuine interest in the firm's mission while understanding its support for your growth. Preparation and presence create trust, leading to stronger and more strategic offers. "All you got to do is focus on the next second, the next minute, the next hour, the next day, the next week-whatever it is, you don't have to solve the world's problems right now." — Brian Haugh Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/HireParalegals: https://hireparalegals.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Brian Haugh: Brian G. Haugh is a Partner and Senior Partner at Shapiro Legal Search, a member firm of the Sanford Rose Associates network. He helps lead the firm's legal recruitment services, specializing in identifying top legal talent and placing senior-level attorneys who bring both technical excellence and business insight.With years of experience in legal search, Brian's work sits at the intersection of law practice strategy and executive recruiting. His approach emphasizes integrity, transparency, and long-term relationships, helping candidates and firms navigate complex career transitions with clarity and confidence.Outside of his professional role, Brian is a certified private pilot and an active member of the Entrepreneurs' Organization – Chicago. He holds a degree from the University of Illinois Urbana-Champaign and remains committed to continuous learning and high-performance leadership. Connect with Brian Haugh: Phone: 312-593-0810 Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
For TriloTalk episode 38, Lisa Chamberlain James, Senior Partner at Trilogy, and Sudipta Chakraborty, Head of Literacy & Plain Language Center of Excellence at Biogen, talk about how to use AI in the creation of lay summaries of clinical trial results. Scalability, change management, prompting, biases, realistic attitudes, and human involvement are all touched on so listen up!
What if the "right" investment strategy isn't about maximum returns, but about maximum life satisfaction?Kep Kepner, senior partner at Kepner CPA and founder of MindSmart, shares his unconventional real estate journey with host Jacqueline Landry. From buying 7-8 rental houses specifically to fund his children's college education (and selling them all to make it happen), to his current strategy of paying off high-rise condo rentals for legacy planning.Episode Highlights:The college funding strategy that worked: How Kep used rental real estate to send his kids to college debt-free before 529 plans existedA surprising revelation: After 35-40 years building his CPA practice and just 4-5 years with two rental units, his net worth is split 50/50 between real estate and his businessThe path not taken: Those original rental houses would be worth $3 million today—but his kids would have college debtCurrent strategy: Why Kep is working to pay off his rental properties instead of leveraging "good debt"The widow's perspective: How planning for your spouse's future changes your investment approachFinancial freedom defined: Why one person's $1,000/month goal is different from another's lofty aspirationsKey Takeaway: Real estate investing isn't one-size-fits-all. Your strategy should align with your life goals, your family's needs, and your definition of financial freedom—whether that's debt elimination, passive income, or building generational wealth.About Kep Kepner: With decades of experience in tax and accounting, Kep brings a unique perspective to real estate investing. He's lived through market crashes, learned he's "not very good at being a landlord," and continues to adapt his strategy based on life circumstances and goals.Show: Get Diversified Podcast Host: Jacqueline Landry, Founder of More-Land Equity Capital Guest: Kep Kepner, Senior Partner at Kepner CPA, Founder of MindSmartRetry
On the 146th episode of What is a Good Life?, I'm delighted to welcome Steven D'Souza. Steven is an award winning author, executive educator, trusted advisor, leadership coach and keynote speaker. He is a Senior Partner in the Leadership & Professional Development Practice at Korn Ferry, a leading global Organisational Consulting firm. His expertise crosses the fields of psychology, organisational development, diversity, group dynamics, contemplation and social capital. He has spoken globally to organisations such as PwC, TikTok, Financial Times and the United Nations. His work has been featured in Harvard Business Review, The Independent and The Sunday Times.In this conversation, Steven reflects on his early pursuit of the priesthood and his lifelong inquiry into meaning, service, and aliveness. Drawing on themes from his latest book, Shadows at Work, he shares how meeting the shadow with curiosity and compassion brings wholeness, and how embracing uncertainty, silence, and kindness can lead to a more grounded, vital way of living.This conversation invites you to see the shadow not as something to fix, but as a hidden source of energy, wisdom, and aliveness.For more of Steven's work:Shadows at Work: Harness Your Dark Side and Unlock Your Leadership PotentialNot Knowing: The Art of Turning Uncertainty into OpportunityNot Doing: The Art of Effortless ActionNot Being: The Art of Self TransformationWebsite: https://stevendsouza.com/Contact me at mark@whatisagood.life if you'd like to explore your own lines of self-inquiry through 1-on-1 coaching, my 5-week group courses, or to discuss team coaching to stimulate greater trust, communication, and connection, amongst your leadership teams.- For the What is a Good Life? podcast's YouTube page: https://www.youtube.com/@whatisagoodlife/videos- My newsletter: https://www.whatisagood.life/- My LinkedIn: https://www.linkedin.com/in/mark-mccartney-14b0161b4/00:00 — Steven's lifelong question + year pursuing priesthood04:24 — Leaving the path & formative books (Kopp, de Mello)07:27 — Stories as truth; practice over tips10:12 — Aliveness; “I grow in my spirituality by growing in my humanity”13:01 — Bringing the vertical into the horizontal (everyday life)13:28 — Why Shadows at Work; prisons, corporate paradox, “dark mode”19:36 — “Know my shadow and my light”: beyond Jung; four lenses23:08 — Defining shadow; biology, culture, spirit lenses in practice31:02 — Personal shadow work37:04 — Paradoxical theory of change; acceptance over improvement40:43 — Negative capability (Keats)46:53 — Via negativa & subtraction; “bring silence with you”52:29 — The edge of the unknown; reactions & catastrophic thinking58:56 — What is a good life? “A kind life.”
Vik Malhotra, McKinsey senior partner and coauthor of CEO Excellence and A CEO for All Seasons, examines the strategic pressures that now define the CEO role: a "30- to 40-year tech revolution," intensifying geopolitics, shifting consumer behavior, and demographic change. As he notes, "every business at some level is a tech business," and this multipolar, fast-changing environment places a premium on leaders who can "thread the needle" between paradoxes, short-term delivery versus long-term reinvention, legacy versus disruption, and analysis versus decisiveness. The conversation connects these macrotrends to practical leadership mechanics, how to set direction, allocate scarce resources, and design institutions that can learn, adapt, and scale without losing their core. Key strategic insights and takeaways Set an audacious, persistent north star. "The very best leaders set bold, some might say audacious, aspirations early in their tenure," Malhotra explains. Through downturns and market noise, they "persevere" and repeat a few priorities "until the organization internalizes them." Consistency, not novelty, creates credibility and followership. Treat resource allocation as a hard choice. "Capital, expense, and talent, it's a zero-sum game," he recalls from his interview with Jamie Dimon. Great CEOs "starve something" to fund their boldest bets and resist spreading resources "like peanut butter." Make culture operational and selective. Effective leaders focus on one or two levers that reinforce strategy, Satya Nadella's emphasis on a growth mindset at Microsoft being a prime example. They design rituals, incentives, and role modeling that embed new behavior. Build a star team, not a team of stars. As one CEO told Malhotra, "This is not about a team of stars, it's about a star team." Complementary strengths, mutual accountability, and candor matter more than individual brilliance. Institutionalize continuous learning and reinvention. Exceptional leaders avoid the "sophomore slump." They systematize learning—internally by seeking dissent and externally by "looking around corners." "You can never be complacent," Jamie Dimon told him. "You've got to keep pushing forward." Operate as a technology-native company. "Every company is a tech company," Malhotra insists. Technology must be business-led, embedded in cross-functional product teams, and scaled deliberately beyond experimentation, especially in AI. Anticipate nonmarket shocks. Leading teams now run geopolitical and demographic scenarios "to understand how the company might have to pivot." This preparedness extends to smaller firms "thrust into geopolitics" for the first time. Distinguish between experimentation and bet-the-company decisions. Leaders should allow "rapid, cheap failure" to learn quickly, but apply exhaustive risk management to the few "truly consequential, bet-the-company" decisions. Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Get Exclusive Episode 1 Access of How to Build a Consulting Practice: www.firmsconsulting.com/build Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo
What does it take to build a value-creation engine that scales across portfolios, empowers CEOs, and blends purpose with performance?In this episode, host Linnea Jungnelius sits down with Tory Ramaker, Senior Partner and Co-Head of Vistria PRG, LLC ("Portfolio Resources Group") at The Vistria Group, one of the private-equity industry's most forward-thinking operating leaders.From founding the PRG from the ground up to re-engineering how portfolio teams drive transformation, Tory shares what it really means to create impact in essential industries — where financial returns and societal outcomes go hand in hand.For Operating Partners, CEOs, and investors alike, this conversation breaks down the next generation of value creation, grounded in partnership, empathy, and disciplined execution.What You'll Learn:• How to architect a portfolio operations model that bridges strategy and execution• Why management ownership, not investor direction, determines success• The playbook for aligning boards, sponsors, and CEOs around one value-creation plan• Why the best portfolio leaders blend consulting rigor with real operating experience• The leadership balance between autonomy and accountability that builds lasting trustTimecodes00:00 Intro00:15 Guest Introduction: Tory Ramaker, The Vistria Group00:54 Early Lessons in Resilience and Adaptability02:26 Learning to Influence: From Data and Logic to Empathy07:13 Building the PRG: Founding Vision and Early Model08:04 Evolving the Model: From Generalists to Functional Specialists09:51 Portfolio Priorities: Technology, Talent, and Finance11:06 Hiring Strategy: Product-Minded Tech Leaders and PE-Proven CFOs11:45 Next-Gen Operating Talent: Consulting Rigor Meets Operating Experience13:00 Operating Model Shift: Fewer Companies, Deeper Engagement14:33 Value Creation Planning: It Must Be Management's Plan15:14 Execution and Measurement: Defining Success Metrics17:03 Integrating Impact: Embedding Purpose into Value Creation19:00 Partnering with CEOs: Building Trust and Candid Collaboration21:03 Leadership Alignment: Autonomy with Accountability22:35 Co-Investment Collaboration: Clarity and Over-Communication23:46 Change Leadership: Applying AI and Data to Transformation26:42 Capacity Discipline: Forced Scarcity and Strategic Resourcing29:15 Leadership Standard: Autonomy with Accountability31:39 Human Capital Playbook: Assessments, Coaching, and CEO Readiness36:20 Leadership Evolution: EQ Over IQ38:19 Lightning Round: Personal Reflections Resources:Tory Ramaker:LinkedIn: https://www.linkedin.com/in/tory-ramaker-a077141/ Linnea Jungnelius:LinkedIn: https://www.linkedin.com/in/linneajungnelius X: https://x.com/itslinneaExplore the Podcast:Spotify: https://acertitu.de/tory-ramaker-spotify-podcastApple Podcasts: https://acertitu.de/tory-ramaker-apple-podcastBlog: https://acertitu.de/tory-ramaker-blogFound Value?
Experts are warning that women are being exploited by a growing ‘menopause gold rush' as companies and influencers rush to give profit-driven advice.It's led to a call for a national education programme to ensure women get clear, evidence-based support and advice.Meanwhile, UK scientists are hoping to join NASA in working on the Habitable Worlds Observatory - a new telescope designed to search for signs of life on distant planets.We hear from Dr Vincent Van Eylen, Associate Professor in Exoplanets at UCL's Mullard Space Science Laboratory about the project and what it means for the UK's role in future space exploration.Also in this episode:AI could give NHS staff back 400,000 hours a monthMPs are questioning why UK's key online services rely on Amazon after yesterday's major outageSpace debris that has fallen to Earth is thought to be from a Chinese rocketMicrosoft confirms next-gen Xbox is in developmentBingo, holidays and meals out are helping older men stay stronger for longerHear Rachelle Abbott's interview about the AWS outage from yesterday's Tech & Science Daily. She speaks with Antonio Weiss, a Senior Partner at The Public Services Consultants, and former Senior Digital Adviser to Sir Keir Starmer, about the internet disruption. Hosted on Acast. See acast.com/privacy for more information.
Story of the Week (DR):Blowhard CEOs:Cerebras CEO Andrew Feldman says you can't 'build something extraordinary' working 38 hours a weekSam Altman Says If Jobs Gets Wiped Out, Maybe They Weren't Even “Real Work” to Start WithMarc Benioff Says Trump Should Send Guard Troops to San FranciscoRon Conway skewers Mark Benioff in board resignation after 25 years: ‘I now barely recognize the person I have so long admired'Peter Thiel says he warned Elon Musk to ditch donating to The Giving Pledge because Bill Gates will give his wealth away ‘to left-wing nonprofits'JPMorgan CEO Jamie Dimon Says There's a 'Heightened Degree of Uncertainty'Best Buy's CEO says growing spending power gap between affluent and poor ‘keeps me up at night'Billionaire bosses like Jeff Bezos and Reid Hoffman denounce work-life balance—and some think working nonstop is key to successLogitech CEO Hanneke Faber says she would consider adding an AI agent to her board of directorsPlaid CEO says 'it's inevitable AI will drive our financial lives'Perret graduated from Duke University (BS, Chemistry, Biology) and previously served on the board of trusteesVerizon exec tells unemployed Gen Z they can always volunteer to stand out in the current bleak job market: ‘No one's going to say no to free work'chief talent officer Christina SchellingFigure AI CEO Brett Adcock says the robotics company is building 'a new species'Adcock received a Bachelor of Science in Business Administration from the University of FloridaLendingTree founder and CEO dies unexpectedly in weekend ATV accident at age 55Douglas Lebda: Chair/CEO, 20% shares, 78% influenceLead Independent DIrector Steven Ozonioa: Chairs Audit Committee and Chairs Compensation Committee; now the longest-tenured director (2011)SEC To Discourage ESG Shareholder Proposals MMGlass Lewis to End Share Voting Guidance Opposed by RepublicansGlass Lewis & Co. is ending its decades-long practice of providing recommendations for shareholder votes after receiving criticisms from Republican leaders for promoting pro-environmental, social and governance issues.Starting with the 2027 annual shareholder season, Glass Lewis will no longer give a “house view” on how investors should vote, according to a paper released by the firm.Instead, the firm's more than 1,300 clients who oversee a combined $40 trillion will be making their own decisions on corporate resolutions.Glass Lewis had previously given voting recommendations for more than 30,000 annual meetings on everything from executive pay to climate goals. The research firm said 55% of US investors voted based on its guidance. In Europe, about a quarter followed the house view.Meta removes Facebook page allegedly used to target ICE agents after pressure from DOJDuke University Has Officially Ended Its Full-Ride Scholarship For Black Students In Need Of Financial AssistanceBoard of Trustees (34: 14F20M)Duke President and Students (4):Vincent E. Price, President, Duke UniversityAndrew Greene*Sydney HuntRickard StureborgGod people from the same church (2):*Gregory V. Palmer – Retired Bishop, The United Methodist Church*Connie Mitchell Shelton – Bishop, United Methodist ChurchA journalist who also sits on the board of an insurance company (1):Ann Pelham – director of Canal Insurance Company since 2004Business Bros (27)Adam Silver – Commissioner, National Basketball AssociationMary T. Barra – Chair and CEO, General Motors CompanyEddy H. Cue – SVP of Services, AppleAmy Abernethy – Co-Founder, Highlander HealthMelissa Bernstein – Co-Founder, Melissa & Doug; Co-Founder, LifelinesMichael J. Bingle – Vice Chairman, Silver Lake Group*Lisa M. Borders – CEO, LMB Group, LLCTim Cook – CEO, AppleNancy-Ann DeParle – Managing Partner & Co-Founder, Consonance Capital PartnersAndrew H. Dillon – Attorney and Shareholder, Nathan Sommers Gibson DillonAnne Faircloth – President, Faircloth Farms*Grant H. Hill – Chairman, Hill VenturesKathryn A. Hollister – Retired Partner, Deloitte*Karen M. King – Managing Director & COO, Silver LakeGarheng Kong – Founder & Managing Partner, HealthQuest CapitalThomas H. Lister – Retired Senior Partner and Co-Managing Partner, PermiraSharon Marcil – Managing Director & Senior Partner & North America Regional Chair, Boston Consulting GroupPatricia R. Morton – formerly of JPMorgan and Deutsche BankDavid R. Peeler – Senior Advisor, Berkshire PartnersJ.B. Pritzker – Governor, State of Illinois (public official, but also billionaire businessman)Michael G. Rhodes – CEO, Ally FinancialNancy M. Schlichting – Retired CEO, Henry Ford Health System (corporate/health system executive)Michael R. Stone – Firm Partner, TPG (private equity executive)L. Frederick Sutherland – Retired EVP & CFO, ARAMARK CorporationDavid S. Taylor – Senior Advisor, Clayton Dubilier & Rice LLCJeffrey W. Ubben – Founder & Managing Partner, Inclusive Capital PartnersJames C. Zelter – President, Apollo Global ManagementGoodliest of the Week (MM/DR):DR: CEOs get something right?Mark Cuban Urges Companies To Share Stock Options With Employees Amid Rising CEO Pay GapHome Depot founder Arthur Blank donates $50 million to Atlanta's historically Black colleges and universities via foundationHoward Schultz said he's Worried — 'with a big W' — about AIHe drew parallels between the speed at which social media progressed, how regulation around social media lagged behind, and warned that AI is on the same trajectory.MM: Ron Conway skewers Mark Benioff in board resignation after 25 years: ‘I now barely recognize the person I have so long admired' DRMM: Houston American Energy Declassifies Board of Directors MMAssholiest of the Week (MM):Marc Benioff DRMarc Benioff Says Trump Should Send Guard Troops to San FranciscoDemocrat, Republican - is there an off switch for billionaires?He said it at the Dreamforce conference - the Salesforce conference where they talk about AI and stuffIn 2023, he threatened to take the conference to another city because of homelessness and drug use in the cityAt the time he made the threat, he was worth 8bnPOPULIST MATHThere are an estimated 8,000 or so homeless people in SFThe median home price in Oakland is 800kIf he bought EVERY homeless person a house, including the children, in cash, he would still be worth 4bn todayHe posted this last night - “safest Dreamforce ever” with a picture of him and a cop… so, national guard?: Maybe he meant he needs the National Guard at Salesforce's offices: Salesforce linked security breach fallout escalates with qantas leak - an estimated 1 BILLION records were hackedThe labor con jobVerizon exec tells unemployed Gen Z they can always volunteer to stand out in the current bleak job market: ‘No one's going to say no to free work'Yeah, just work for free, it'll be good for you!Gen Z's misery is real: Most workers in this economy lack a voice and are stuck in low-quality jobs, a massive Gates-backed study findsYeah, but just work for free!There's a shocking disparity between how high-income and low-income earners feel about the economyWhy? Working for free is like, really good for your resume and gap time!Sam Altman Says If Jobs Gets Wiped Out, Maybe They Weren't Even “Real Work” to Start WithRight! Your work was fake, so go work for free! Starving is much realer than your job was.Gavin NewsomGavin Newsom Vetoes Bill to Protect Kids From Predatory AISam AltmanSam Altman says OpenAI isn't 'moral police of the world' after erotica ChatGPT post blows upHeadliniest of the WeekDR: Divorced Tesla Fan Admits That His Cybertruck Is Repulsive to WomenDR: Lay's drastically rebrands after disturbing finding: 42% of consumers didn't know their chips were made out of potatoesMM: DirecTV screensavers will show AI-generated ads with your face in 2026I mostly find it funny that DirecTV still existsMM: Victoria's Secret Fashion Show Is Back to Featuring Hot Women After Failed Woke RebrandNow women of every size and color can be reminded how ugly they are because finally Victoria's Secret's won't put them on a runwayWho Won the Week?DR: Ugly or non-ugly women who divorce men who own CybertrucksMM: Men without cybertrucksPredictionsDR: Glass Lewis rebrands itself simply as GlassMM: Sam Altman is elected Moral Police Sergeant
Host Justin Barnes records live at GAHIMSS in Atlanta. Stay tuned for the next few weeks to hear all his guests. On this episode Justin talks to Beth Friedman, Senior Partner at FINN Partners and host of FINN Voices and Hal Wolf, President & CEO of HIMSS. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen
"We will never, ever outperform our self-image."Today on the podcast, Ron Alford joins Bradley to discuss leadership, vision, and mindset of an owner. Ron is a Senior Partner, Vice President of Recruiting, and Executive Coach for Southwestern Consulting. What if the secret to business success isn't just about strategy, but about getting your head AND heart right before you even open your laptop? In this powerful episode, Ron Alford—a 32-year veteran of Southwestern Consulting who's coached more top 1% producers than anyone in the company's 150+ year history—reveals why mindset is truly "the beginning and the end" of everything we do. From his unconventional start selling books door-to-door instead of joining the Marine Corps, to his current role transforming businesses and leaders worldwide, Ron shares battle-tested wisdom on crafting crystal-clear vision, leading remote teams authentically, navigating difficult conversations, and why "our endurance in life is tied directly to the clarity of our vision." Whether you're crushing your goals or facing a bumpy road heading into 2026, this conversation will challenge you to slow down to speed up, move from anxiety to impact, and remember that true wealth isn't measured in trophies—it's measured in the lives you touch. Get ready for a masterclass in servant leadership that will shift how you show up every single day.With over 32 years with the Southwestern Family of Companies, Ron has an extraordinary track record in sales and leadership development. He is a company record holder, having personally achieved the highest level of sales 70 times with Southwestern Advantage, and is a leadership record holder, coaching and training more top 1% producers than any other manager since Southwestern Advantage was founded in 1868.Connect with Ron Alford and Southwestern ConsultingWebsite: southwesternconsulting.comServices Offered:One-on-one Sales, Leadership, and Executive Coaching (12+ month programs).Team Training and Workshops.Keynote Speaking.Special Offer: Tell Southwestern Consulting about your needs and get started with a free consultation. Whether you're looking to increase sales, improve time management, develop leadership skills, or enhance your team's performance, their certified coaches can create a personalized plan tailored to your goals.Visit southwesternconsulting.com or check out their coaching programs at southwesternconsulting.com/coaching,Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial...
We present a special episode of SmarterMarkets™, bringing you exclusive interviews from the IETA North America Climate Summit 2025. SmarterMarkets™ returned to the IETA North America Climate Summit to explore the challenges and opportunities defining the next phase of carbon market development. This year's conference examined emerging carbon pricing systems worldwide and the “how” and “when” of driving long-term growth — from the growing role of nature- and technology-based removals to the outcomes of the voluntary market's focus on integrity and how businesses account for carbon. In partnership with IETA, we spoke with a cross section of delegates about where they see progress, what challenges remain, and the developments they're watching most closely as markets evolve. We've compiled 10 of those conversations into this Special Episode of SmarterMarkets™. Our guests, in order of appearance, are: Daniel Klier, CEO, South Pole Margaret Kim, CEO, Gold Standard Mandy Rambharos, CEO, Verra Lisa DeMarco, CEO & Senior Partner, Resilient LLP Juan Duran, CEO, EcoRegistry Guy Turner, Managing Director of Carbon Markets, MSCI Ed Morse, Senior Advisor, Hartree Partners Sandeep Roy Choudhury, Director, VNV Stephen Mackenzie, Managing Director, EduVOD Africa + Irungu Waggema, Business Development Sector Leader – Agriculture, Nairobi Securities Exchange (NSE) Steve Zwick, Host, Bionic Planet & Co-Author of The Carbon Paradox + Renat Heuberger, CEO, Terra Impact Ventures & Co-Author of The Carbon Paradox
In This Episode Dr. Antoine Khadige, Senior Partner at Strategy+ GCC, and Mohamed AlSabea, Chief of Staff and Chief Strategy Officer at barq, join host Brett King for a special episode, live from The Money Pot studio at Money20/20 Middle East in Riyadh, Saudi Arabia. Together, they share insights on the Gulf's fintech transformation and on Riyadh's growing reputation as the gateway to one of the world's fastest-moving financial markets, where global players and regional decision-makers come together to build what's next. It's an interesting discussion as the trio unpack Saudi Arabia's dynamic fintech ecosystem and share the success story that is barq. Barq is the fastest growing private wallet / digital bank in the world with 8M users in just 1 year. They share insights on barq's success, some of its secret sauce and plans for the future. Regulation, digital infrastructure, youthful demographics and public trust have made the GCC a fertile ground for next-generation finance. From embedded finance and AI-driven personalization to the region's broader Vision 2030 transformation, this conversation captures the determination and optimism fueling Saudi Arabia's emergence as a global fintech powerhouse. Is the Gulf the “new Europe” for fintech innovation? With determination and bold leadership driving transformation, the region's financial future is only beginning.
Chris Van Dusen is a Jiu Jitsu black belt and Senior Partner at Solyco Capital where he focuses on scaling businesses in the sports and performance industries. Connect with Chris on Instagram @chrismvandusen
Christiana Smith Shi is a seasoned leader in global, multichannel retail, co-author of national, best-selling book Career Forward: Strategies From Women Who've Made It, founder and principal at Lovejoy Advisors, LLC., and an experienced corporate director on multiple Fortune 100 boards. Christiana made an early career pivot from finance to join McKinsey & Company, where she ultimately served as Senior Partner. After 25 years in management consulting, Christiana became the President of Direct-to-Consumer at Nike. In 2016, she retired from Nike and founded Lovejoy Advisors to help provide guidance around digital transformation for consumer and retail businesses. She joins Roy to share insights into navigating a rewarding career, talent lessons from McKinsey and Nike, and much more. Highlights from our conversation include:The timely issue that prompted her to write a book (3:58)Why Christiana puts career first, job second (9:18)How to take a strategic long view with your career (10:55)Advice for building “professional equity” (15:27)What it means to “think like an investor” when it comes to your career (16:58)Christiana's core leadership philosophy (22:20)Her perspective on the value of leadership coaching (25:38)The role of feedback as a leader (26:47)Lessons learned about hiring and talent and the major differences between hiring at McKinsey and Nike (30:25)How Christiana worked to integrate her team into the culture of Nike (35:35)Identifying strengths and opportunities of a team (37:20)How to avoid what she calls "benevolent stagnation” (42:09)How Christiana has applied her career experience and strategies to her work on boards (45:19)Advice for landing board roles (46:45)The ultimate payoff of a rewarding career and what Christiana is thinking about for the future (55:05)Visit HowIHire.com for transcripts and more on this episode.Follow Roy Notowitz and Noto Group Executive Search on LinkedIn for updates and featured career opportunities.Subscribe to How I Hire:AppleSpotifyAmazon
October 1, 2025 ~ Neveen Awad, Managing Director, Senior Partner, Michigan Office Leader at Boston Consulting Group joins Paul live from the Detroit Economic Club. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What happens when you're suddenly asked to lead the very people who used to be your peers?For Carolynn Smith, that moment came with her first big promotion. It taught her lessons about courage, discomfort, and how leadership often begins by stepping into the unknown.Today, Carolynn is Head of U.S. Service and Enterprise Process Excellence at Prudential Financial. She oversees large-scale transformation efforts and shapes how customer care is delivered at one of the country's leading financial services companies.In this conversation, guest host Karen Lellouche Tordjman sits down with Carolynn to talk about seeking discomfort, the role of AI in reimagining customer experience, and what it really takes to grow into leadership. Along the way, Carolynn reflects on raising a family while rising through the ranks, and why leaning into discomfort has been her best teacher.1:59 Core Values and a Promotion3:13 Business vs. Personal Relationships4:50 Surround Yourself With People Smarter Than You8:18 Seeking Discomfort 10:15 “Work-Life Blend”14:03 AI and Customer Experience17:45 Managing Customer ExpectationsLinks:Carolynn Smith on LinkedInSuchi Srinivasan on LinkedInKamila Rakhimova on LinkedInKaren Lellouche Tordjman on LinkedInAbout In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn't just arrived—you were truly in your element?About The Hosts:Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders.Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030.Karen Lellouche Tordjman is a Managing Director & Senior Partner at BCG. She has spent over 2 decades in the firm supporting clients across Europe, the US and Latin America. She leads the Customer Experience topic globally for BCG, and is an expert in omnchannel & AI transformation.Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.
Robert Bateman is a Senior Partner at Privacy Partnership, which provides consultancy and training on data protection and AI regulation, as well as legal advice via its associated law firm, Privacy Partnership Law. He also hosts The Privacy Partnership Podcast.This is Robert's third appearance on the show. We have covered three hot topics:* How far do we take watermarking of AI-generated content under article 50 of the AI Act?* How do pre-defined legitimate interest scenarios work under the UK Data (Use and Access) Act?* What is the tension between the Online Safety Act and the new data protection framework in the UK?References:SIGN UP NOW for the Masters of Privacy NYC LIVE recording and networking event on Nov 6 (if you happen to be in town)* Robert Bateman on LinkedIn* Robert Bateman on Bluesky* The Privacy Partnership Podcast* AI Act (EU Commission's resources)* Data (Use and Access) Act 2025: data protection and privacy changes* The EU approach to age verification (EU Commission)* EU follows UK with age verification in 2026 (PPC Land)* Wikipedia loses challenge against Online Safety Act verification rules (BBC)* Robert Bateman: the EDPB's Opinion on auditing subprocessors and the future of Meta's unskippable ads (Masters of Privacy, Nov 2024)* Robert Bateman: Consent or Pay (Masters of Privacy, Oct 2023) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.mastersofprivacy.com/subscribe
In this episode of the Lead Up Podcast, host Mike Harbour shares a compelling conversation with Joe Davis, Managing Director and Senior Partner at Boston Consulting Group. The discussion centers around Davis's new book, 'The Generous Leader,' which emphasizes the importance of generosity in leadership. Joe elaborates on fundamental qualities like listening, humility, and vulnerability, sharing personal stories and key lessons from his extensive career. Listeners will gain insights into practical steps to foster a culture of generosity, improve communication, and drive organizational change. For anyone looking to enhance their leadership approach and impact, this episode is rich with actionable advice and real-world examples. If you enjoyed this episode, be sure to leave a 5-star review on your streaming platform. Mike encourages you to reach out to him through Mike@harbourresources.com to share your thoughts on this episode & to share some topics you would like him to cover in the future. Learn more about Joe and find his book here.
Today's guest is Aaron Demory, Senior Partner at Fearlus and Chief of Information Technology and Security at the FDIC. Aaron joins Emerj Editorial Director Matt DeMello on today's show to explore how organizations can safeguard institutional memory, align data strategy with cultural goals, and rethink success in the age of AI. With experience spanning both the public and private sectors, Aaron examines the rise and fall of tribal knowledge, why its loss is accelerating across industries, and how this creates operational and compliance risks. He connects these challenges to organizational change management and the broader shift away from traditional systems integration practices. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast!
Richard Gearhart and Elizabeth Gearhart, co-hosts of Passage to Profit Show interview Kris Dehnert from Dugout Mugs, BIGGGolf and Dehnert Media Group, Alex Yancher from Passport and Jim Mirochnik from HALOCK and Reasonable Risk. Kris Dehnert is the guy who turned a baseball bat into a $52 million mug—literally. From Dugout Mugs to BIGG Golf and his consulting empire Dehnerg Media Group, Dehnert has built businesses that have been featured on Forbes, the Inc. 5000, and national TV, all while proving you don't need a fancy MBA to dominate eCommerce. Through his companies, Kris has become a leader in eCommerce, branding, and premium gifting, building brands that have become household names in both the baseball and golf worlds. Read more at: https://dugoutmugs.com/ and at: https://bigggolf.com/ Alex Yancher is the co-founder of Passport, a company helping DTC and marketplace brands scale globally. Passport simplifies international expansion, enabling ecommerce businesses to navigate cross-border shipping, local compliance, and tariff changes while maximizing growth and customer satisfaction. Read more at: https://passportglobal.com/ Jim Mirochnik is a cybersecurity innovator and leader who is redefining how organizations manage risk. He is a Senior Partner at HALOCK and the CEO of Reasonable Risk. He is an innovative business leader with over 25 years of technology and management consulting experience, having founded and partnered with multiple companies. He has architected large-scale technology programs exceeding $100 million in budget and is recognized as both a hands-on practitioner and proven business leader. Read more at: https://www.reasonablerisk.com/ and at: https://www.halock.com/ Whether you're a seasoned entrepreneur, a startup, an inventor, an innovator, a small business or just starting your entrepreneurial journey, tune into Passage to Profit Show for compelling discussions, real-life examples, and expert advice on entrepreneurship, intellectual property, trademarks and more. Visit https://passagetoprofitshow.com/ for the latest updates and episodes. Chapters (00:00:00) - International Business: Ramping Up Your Business(00:00:29) - Passage to Profit(00:02:16) - What's The One Rookie Mistake You'd Make?(00:04:11) - What Was The Rookie Mistake You Made?(00:04:54) - Chris Denhart: Chasing the Happy, Not the Money(00:10:49) - Chris Denhart on What People Most Misunderstand About Him(00:11:55) - What Would You Tell Entrepreneurs to Start a Business in E-(00:14:25) - When Did You Know That Dugout Mugs Would Be a Success(00:17:20) - The Investment Value of Gold(00:18:21) - The Cruise Line Hotline(00:19:20) - Chris Dugout On The Sandlot Mugs(00:24:34) - Chris Denhart Discusses His Business(00:25:01) - How Companies Are Using AI in their Business(00:27:40) - Passport.com: How AI Is Affecting Our Business(00:31:19) - How Are You Using AI in Your Company?(00:37:55) - MedGuard Alert: CareWatch(00:40:34) - Pauline Newman's Fight to Stay on the Patent Court(00:42:33) - Meet Passport(00:49:21) - DHL: When Customers Start freaking out(00:51:36) - Exploring the White Label Network(00:53:33) - Risk and Reward in Your Business(00:56:57) - Jim Rachnick(00:58:54) - The Trade Offs of Cybersecurity and Efficiency(01:00:41) - Within Cybersecurity: Risk Management and Consistent Risk(01:01:46) - How to Secure Your Startup's Data(01:03:54) - How To Attract a Hacker?(01:06:41) - Road to Entrepreneurship(01:08:13) - Secrets of the Entrepreneurial Mind(01:10:03) - What's Your Secret to a Happy Life?(01:11:37) - P2P: Passage to Profit
Brent chats with T.J. Ryan about important terms to make your trusts better. In this second part of that conversation, they discuss the importance of crafting the distribution provisions of a trust. They get into powers of appointment, spendthrift clauses, and what to do to anticipate incapacitated beneficiaries. T.J. is a Senior Partner at the […]
Today I'm going ALL IN with Chris Van Dusen, a serial entrepreneur turned venture capitalist and senior partner at Solyco Capital. Chris shares how a career-ending baseball injury unexpectedly launched him into entrepreneurship, leading to multiple exits—including one for $75 million—and ultimately into venture capital. We dig into the highs and lows of building businesses, the reality of raising money, and the difference between lifestyle businesses and scalable ventures. Chris also breaks down how his firm flips the script on traditional venture investing, why people matter as much as products, and what investors really look for before writing a check. If you've ever thought about raising money, scaling big, or just want to hear the raw truth from someone who's been in the trenches, this is an episode you don't want to miss.We Meet: Chris Van Dusen, Senior Partner at Solyco CapitalConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Chris: https://www.solycocapital.com/chris-van-dusen/ Subscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Chris: Chris Van Dusen is a Senior Partner at Solyco Capital as well as Chief Growth Officer and Partner in 3 exits through Acquisition. Solyco, is a vertically integrated investment firm that delivers capital solutions for late-stage startup and growth companies. They take a private equity approach to venture capital. Solyco builds its portfolio of assets brand by brand - instead of through specific categories. Once the investment is secured, a partner led team is deployed on secondment to work alongside the portfolio company's executive team. In 2022 Van Dusen joined Solyco. He is the last partner to be brought on by the firm. He manages sourcing of capitalization and serves in CMO and CRO roles for the brands in the portfolio. Chris Van Dusen is a successful marketing and growth professional with extensive early stage and capitalization experience. Prior to joining Solyco, he launched marketing agency Parcon LLC. He was a partner in an Orange County liquor distillery, Surf City Still Works, where he led the successful merger with Kimo Sabe. He is formally the Chief Growth Officer (CGO) of Balanced Health Botanicals (BHB) in Denver, CO which he successfully exited in 2021. Chris received his Bachelor's degree in Economics from the College of William and Mary. He is active in the community and has held a variety of board seats at institutions like the Orange County Museum of Art (OCMA) and the Irvine Public Schools Foundation (IPSF). In addition to his non-profit work, Chris is a National Board member of Alder, a member of Entrepreneurs Organization(EO), and has traveled extensively speaking on a variety of topics. A life-long athlete he also has a black belt in Jiu Jitsu.
Steve welcomes David A. Kallman, Senior Partner at the Kallman Legal Group, to break down a massive win for justice in Michigan. A state judge has just slammed the door shut on Attorney General Dana Nessel's politically motivated witch hunt against Michigan's Republican Electors. Kallman, who has been on the front lines of this fight, explains why the case collapsed, how Nessel abused her office in an attempt to criminalize conservatives, and what this ruling means for the future of election integrity in Michigan and across the country.
As one of the world's great technology companies, Siemens needs no introduction, but is notable for not only a holistic approach to sustainability but, in particular, for the way sustainability has been integrated into the heart of the business model. But how do they drive the sustainability agenda with more than 300,000 people? How do they innovate at such a scale? How do they bring technology and sustainability together in practice? And how are their efforts received by their customers, employees, and investors?We are delighted to be joined by Dr. Eva Riesenhuber, the Global Head of Sustainability at Siemens, to help share insights into these questions and more. Eva started her career as a lawyer, with a doctorate in international public law and more than a decade of experience as a finance lawyer in New York. From there, Eva has worked as an SVP in the Siemens M&A department, as CFO of Next47, the Siemens-owned venture capital firm, and as the Head of Investor Relations at Siemens. She became Global Head of Sustainability in October 2022 and is a member of the supervisory board of Siemens Mobility GmbH.Building on her strong foundations in law and value creation, Eva speaks with Vincent Chin, Managing Director & Senior Partner at BCG and Asia Pacific Regional Leader of the BCG Henderson Institute, about the role of innovation, the people agenda, and the shareholder perspective in Siemens' sustainability efforts. They cover decarbonizing in conjunction with customers, building new approaches to product design, ensuring that efforts are globally inclusive, and the role of AI. Eva's unique viewpoints make this essential listening for those looking to activate large organizations to deliver a competitive advantage through sustainability.
In this explosive episode of The Long Form, I sit down with Richard Mugisha, one of Rwanda's most prominent lawyers and Senior Partner at Trust Law Chambers. Mugisha opens up about his 20+ year legal career, the future of law in the age of AI, and his landmark 2018 petition at the Supreme Court challenging the criminalization of adultery. We also dive into the evolution of free speech in Rwanda, legal integration in East Africa, and the challenges of practicing law across borders. This is a must-watch for anyone interested in Rwandan and African politics, law, free speech, AI, and the future of justice.Listen to the Long Form with Sanny Ntayombya podcast on Apple Podcasts https://podcasts.apple.com/rw/podcast/the-long-form-with-sanny-ntayombya/id1669879621Listen to the Long Form with Sanny Ntayombya podcast on Spotify: https://open.spotify.com/show/7HkkUi4bUyIeYktQhWOljcFollow Long Form with Sanny Ntayombya on Twitter: https://x.com/TheLongFormRwFollow Long Form with Sanny Ntayombya on Instagram: https://www.instagram.com/thelongformrw/Follow Long Form with Sanny Ntayombya on TikTok: https://www.tiktok.com/@longformrwFollow Sanny Ntayombya on Twitter: https://x.com/SannyNtayombya About Long Form with Sanny Ntayombya:The Long Form with Sanny Ntayombya is a weekly podcast intent on keeping you up to date with current affairs in Rwanda. The topics discussed range from politics, business, sports to entertainment. If you want to share your thoughts on the topics I discuss use the hashtag #LongFormRw on Twitter and follow us on Twitter and Instagram on our handle @TheLongFormRwBe a part of the conversation.
Rani Dabrai is a Certified EOS® Implementer and the only one currently based in Ireland. She is a seasoned entrepreneur who started her first business at 25 and went on to lead ventures ranging from a global virtual assistant company to coordinating international trade missions for US governors and senators. After a successful exit, Rani served as Director of the World Trade Centre in Dublin, driving FDI and international trade. She now sits on UNICEF Ireland's advisory council and is a Senior Partner to the Monaco Foundry. In this episode… Understanding what lies beneath the surface of a team is one of the most overlooked aspects of leadership. Missed cues, unspoken frustrations, and unaddressed conflicts can quietly derail growth and morale. How can leaders better “read the room” to unlock stronger communication, trust, and results? Seasoned entrepreneur Rani Dabrai emphasizes the importance of emotional intelligence and the ability to tune into what's not being said. Drawing on her entrepreneurial journey — from founding a global virtual assistant company to coordinating international trade missions — Rani highlights the value of identifying gateway products, facilitating difficult conversations, and staying present with her teams. For her, long-term success depends on a leader's willingness to address hard truths, adapt to change, and leverage human connection even in an AI-driven world. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Rani Dabrai, Certified EOS Implementer at EOS Worldwide, about the power of reading the room in business. Rani shares how her upbringing shaped her emotional intelligence, the origins of her concierge company Miss Moneypenny, and how a drug dealer helped her discover her best marketing strategy. She also discusses EOS tools, team accountability, and the human advantage in the AI age.
From maintaining fighter jets to leading billion-dollar innovations, Sara Blackmer has built her career on mission, discipline, and fearless leadership. A decorated U.S. Air Force Lieutenant Colonel turned CEO, Managing Partner at Solyco Capital, and Senior Partner at FluidLogic, Sara has proven what's possible in male-dominated industries like defense, tech, and venture capital. In this episode, she shares lessons on building high-performing cultures, scaling impact with purpose, and thriving as a woman in leadership where the odds aren't always in your favor.
In this episode, Kweilin Ellingrud—Director at the McKinsey Global Institute and Senior Partner at McKinsey,breaks down the gender pay gap as a solvable, data-driven problem. We trace where inequity actually begins (the “broken rung” at first promotion), how it compounds through performance reviews and caregiving penalties, and why “it's just choices” doesn't hold up once you control for role and tenure. Kweilin shares the fixes leaders can implement this quarter: transparent pay bands, balanced promotion slates, skills-based hiring, disciplined pay equity audits, and manager training that sticks. We also explore how AI and productivity gains could widen or close the gap—depending on governance. You'll leave with a six-step playbook, concrete KPIs to track progress, and quick experiments any org can run to make fair pay the default.
In this episode, I share an interview with Sammy Obara, Founder and Senior Partner at Honsha, a consulting firm made up of former Toyota employees. He recently presented a topic called “Kaizen without Borders” at the 2025 UCSD ProcessPalooza, and I invited him on the podcast. We discuss applying these powerful concepts to NGOs and Continue Reading
TriloTalk episode 37 focuses on a specific type of medical device, the drug-delivery system. Writing for drug-delivery systems is all about being fluent in two languages – drugs and devices. Julia Forjanic Klapproth, Senior Partner at Trilogy, Laura Collada, Senior Medical Writing Manager at Trilogy, and Raquel Billiones, Director of Medical Writing at AstraZeneca, talk about this and what medical writers need to understand when crafting these regulatory documents.
From a small town in Eastern Kentucky to advising on over $1.5 trillion in M&A transactions, Jim Woolery's career journey is worth tracking. As a former Senior Partner at elite law firm Cravath, Swaine & Moore LLP, Co-head of M&A at JP Morgan, and hedge fund founder, Jim shares the strategic decisions and bold moves that shaped his extraordinary career.In this episode, Jim reveals:The one simple thing you must do to make partner at a top law firmHow he transitioned from law to investment banking at the highest levelsWhy he left a prestigious partnership to keep challenging himselfThe "country lawyering" tactics that closed billion-dollar dealsHis framework for prioritizing the 3 critical elements in every transactionWhy he founded his own advisory firm after hedge fund successJim's story demonstrates the power of continuous learning, strategic risk-taking, and staying ahead of market trends. Whether you're climbing the corporate ladder, considering a career pivot, or building your own firm, this conversation offers invaluable insights from someone who mastered multiple industries at their pinnacle.Connect with Jim: 917-841-4832 | https://www.wooleryco.com/Topics: Career transitions, M&A, corporate law, investment banking, hedge funds, entrepreneurship, leadership