Podcasts about strategic growth

This episode recorded live at the Becker's 16th Annual Meeting features Heather Resseger, Senior Vice President, Chief Hospital Operations Officer and Chief Nursing Officer, NorthBay Health. She discusses driving strategic growth while maintaining independence, reimagining care delivery and workforce models, and fostering a culture of continuous learning to improve patient outcomes and strengthen healthcare teams.In collaboration with Insight Global.

In this episode of The Executive Dose Podcast, host Stephen Beckman leads a timely discussion on how pharmaceutical manufacturers approach portfolio ideation, portfolio development, and strategic growth in today's increasingly complex healthcare environment.   Stephen is joined by Joe Hendrickson, Head of Strategy and Corporate Development for Serovia, for a conversation focused on how manufacturers identify unmet market needs, evaluate product opportunities, prioritize development pathways, and make strategic decisions amid growing industry pressure.   The discussion explores how pharmaceutical companies move from early-stage ideation to portfolio evaluation, development, commercialization, and lifecycle planning. As manufacturers face rising pricing pressure, market access barriers, regulatory expectations, competitive intensity, supply chain constraints, and evolving stakeholder demands, disciplined portfolio strategy has become more important than ever.   Listeners will gain perspective on how manufacturers are navigating uncertainty, adapting their growth strategies, and building more resilient portfolio models designed to bring meaningful therapies and solutions to market. Special Guest Joe Hendrickson Head of Strategy and Corporate Development Serovia

“Start simple and stay curious.” - Larry MeadorThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Larry Meador, CEO of evok credit union marketing. Our conversation goes far beyond marketing buzzwords and demographic charts, with Larry sharing how a kid obsessed with commercials and creativity eventually found his way into advertising and the credit union world. Along the way, hear the wildly scrappy origin story behind evok!Throughout our conversation, Larry explains why demographics alone don't tell the full story and why understanding motivations, anxieties, habits, and emotional triggers matters so much more than simply targeting “women 35 to 54.” We talk about the difference between target audiences and personas, how digital personalization has completely changed member expectations, and why credit unions can't afford to sound generic anymore. Larry also breaks down how his team helps credit unions identify who they're already connecting with, where future opportunities exist, and how behavior-driven marketing can help strengthen loyalty in an era when consumers can move money with simply a few taps on their phones.As we wrap up the episode, Larry talks about why travel makes him a better marketer, the lessons that he has learned from coaches and family members, and why communication sits at the center of great leadership. Enjoy my conversation with Larry Meador!Find the full show notes on cuinsight.com.Connect with Larry:Larry Meador, CEO of evok credit union marketingevokad.comLarry: LinkedInevok: LinkedIn | Facebook | Instagram | XFilm mentioned: Jerry MaguireFilm mentioned: Other People's MoneyBook mentioned: The Art of Client Service by Robert SolomonBook mentioned: What Drives Winning: Building Character Gets Results. Here's How. by Brett LedbetterBook mentioned: Meditations by Marcus AureliusIn this episode:[0:58] - Hear how childhood creativity and fascination with commercials eventually led Larry into marketing and storytelling.[2:38] - Larry reflects on how a nontraditional career path and guerrilla marketing tactics helped launch evok.[4:33] - evok blends creativity and analytics to uncover members' emotional financial decision-making drivers.[6:47] - Larry argues that personas reveal behavioral motivations, enabling more personalized member communication.[8:31] - Larry believes that personalized, relevant messaging helps credit unions compete through stronger member connection and loyalty.[10:37] - Effective persona development starts by understanding your existing members and opportunities for growth.[12:56] - Larry argues that persona-driven messaging strengthens relationships by anticipating members' needs and life stages.[15:48] - What is evok's focus for the future?[17:42] - Hear how travel broadens Larry's cultural understanding, creativity, and perspective as a marketer![19:42] - Larry mentions several books that he thinks everyone should read.[20:24] - Larry asserts that entrepreneurial “balance” comes via integrating family, fitness, reading, and creative recovery time.[21:21] - In closing, authenticity and human connection give credit unions opportunities to compete beyond size and technology.

Most marketers talk about growth through media, performance, and digital channels.But what happens when growth comes from stores, people, and product instead?In this PostPod discussion, Marc and Vassilis reflect on their conversation with David, exploring the resurgence of iconic Canadian brand Kit and Ace and what modern marketers can learn from retail done properly.The conversation moves beyond dashboards and attribution models into something much more foundational:Product qualityCustomer promisePhysical availabilityBrand consistencyRetail experienceAnd the overlooked role of people in building a brandMarc and Vassilis unpack:Why physical retail still matters in a digital-first worldHow stores can function as media channelsThe relationship between product, place, and brand growthWhy scaling too aggressively can destroy a brandThe forgotten importance of the “place” P in marketingHow employee belief can become a marketing engineWhy some brands quietly disappear — and how they come back strongerThis episode is ultimately about something simple: Great brands are not built by advertising alone.They're built through consistency across product, people, place, and promise.Chapters00:00 - Introduction03:00 - The Importance of Brand Promise05:55 - Strategic Growth and Market Positioning08:54 - Cultural Insights and Market Adaptation11:55 - The Role of People in Brand Success

Send us Fan MailIn this episode, we talked with Jordan Cordero from Live Oak Bank about the massive wave of mergers and acquisitions transforming the home services industry. Jordan is one of the key players on these deals, and he shares exactly how independent trade companies are scaling from local operations into seven- and eight-figure regional powerhouses. If you are running an HVAC, plumbing, or electrical business, this episode provides all the necessary nuggets when it comes to financial strategies.If you are looking for an inside look at where interest rates are heading for the rest of 2026, this episode shows you how to structure a win-win deal that protects your retirement or your investment.Time Stamps: 01:05 - Introduction: Funding the Home Services Acquisition Wave02:23 - The Mom and Pop Boom: How 2M Companies Are Buying Competitors03:30 - Adding Service Lines To the Deals: Merging HVAC, Plumbing, and Electrical04:55 - How to Source Hidden Business Deals in Your Area07:45 - Why Right Now is the Perfect Time to Buy a Trade Business09:29 - Interest Rate Trends and the Reality of Capital Costs10:30 - SBA 7a Loans vs Seller Financing: Shifting the Risk to the Bank13:10 - The Hidden Trap of Seller Notes: Post-Sale Disagreements15:15 - Creative Financing Structures and Tax Planning Options16:40 - Acquisition Horror Stories: When the Seller Badmouths the Buyer19:30 - Sponsor: Free Agency 21:18 - Why You Need a Lender Who Specializes in the Home Services Vertical23:46 - The MCA Warning: How Predatory Working Capital Loans Ruin Cash Flow26:12 - Can You Refuse or Refinance a Merchant Cash Advance?27:10 - Market Forecast, Where Interest Rates Are Heading Next28:02 - Impact of Interest Rates on Acquisitions.29:02 - Loan Structure and its effects.30:01 - Fixed vs. Variable Rates in SBA Loans.31:00 - Revenue Projections in Acquisitions.34:52 - The Importance of Strategic Growth.36:18 - Are You a Fit for SBA programs?37:17 - Closing Remarks and Appreciation.Sponsor: Free Agency - https://freeagency.ai/

In today's fascinating interview, Oli interviews Dan Murray (@danmurrayserter) founder of brand Heights, who produce science-backed supplements for your brain and gut.They cover everything from Dan's background in entrepreneurship and even podcasting, and how his experience with panic attacks, insomnia and broader mental health challenges led him to seek root causes beyond SSRIs and sleeping pills.Dan explains how marketing challenges within the supplementation space has prompted Heights to focus on scientific dosages, in-house research, and storytelling. From building an audience via a newsletter to early organic advocacy from customers like Stephen Fry and Steven Bartlett, this is a wide ranging conversation that is essential for anyone that wants to understand more about supplementation and its place in the wellness industry. Hosted on Acast. See acast.com/privacy for more information.

BioRick Meekins is a battle-tested strategic growth leader and business operations architect with over 30 years of entrepreneurial experience. Known for his direct, resilient leadership style, Rick works alongside founders to inspire relentless pursuit, drive strategic execution, and build companies that create lasting impact within the communities they serve.Through decades in the trenches of entrepreneurship—leading teams, scaling businesses, navigating crises, and forging resilient operations—Rick understands the real challenges entrepreneurs face. His mission is clear: to equip builders with the insights, frameworks, and discipline needed to pursue excellence without compromise, endure hard seasons, and build companies that outlast them.

Beltline Marketplace Strategic Growth Plan Prep

What happens when an Air Force engineer with experience in intelligence, venture capital, and deep tech startups starts applying quantum-inspired computing to some of the hardest problems in aerospace and defense? In this episode of Tech Talks Daily, I sat down with Nathan Mason, VP of Strategic Growth at BQP, to unpack how quantum-inspired software is already helping organizations solve massive computational challenges without waiting years for fully mature quantum hardware. Nathan shared his fascinating career journey from military service after 9/11 through the intelligence community, business school, venture investing, and ultimately into the world of advanced simulation and optimization. He emphasized how data-driven thinking shaped his approach to high-stakes decision making and why gut instinct alone no longer suffices in an era driven by AI, complex systems, and operational risk. His insights provide valuable guidance for those interested in careers at the intersection of tech and aerospace. We also explored a question many business leaders are asking right now: what does "quantum in practice" actually look like today? Nathan explained how BQP is applying quantum-inspired approaches on existing CPUs and GPUs to improve simulation accuracy, accelerate modeling workloads, and help aerospace organizations make faster, smarter engineering decisions without simply throwing more hardware at the problem. This shows the tangible progress already happening, inspiring the audience with real-world impact. The discussion also tackled the commercial realities behind deep tech innovation. Nathan spoke candidly about the funding challenges facing startups working in quantum and defense technologies, emphasizing that moving beyond theory into operational deployment is difficult but achievable. This perspective encourages the audience to see obstacles as opportunities for innovation and persistence. Toward the end of the episode, Nathan shared thoughtful advice for students, engineers, and professionals looking to build careers in AI, aerospace, quantum, and defense. His message was simple but powerful: stay curious, keep learning, and never underestimate how a single conversation can completely change your career trajectory. If you've ever wondered how quantum computing moves from science fiction headlines into real-world business value, this episode offers a practical and honest perspective on how quantum-inspired software is already making a difference in aerospace and defense industries today. Useful Links Connect with Nathan Mason on LinkedIn Learn More about BQP Please check the partners of the Tech Tech Talks Network Learn more about the NordLayer Browser Visit Denodo.com

Digital ad fraud is one of the biggest hidden costs in modern marketing — and many companies do not realize how much of their advertising budget is being wasted on fake clicks, bot traffic, fraudulent accounts, and misleading campaign data. In this episode of Grownlearn, host Zorina Dimitrova speaks with Rich Kahn, CEO of Anura, a digital ad fraud prevention platform protecting more than 2 million websites. Rich has over 31 years of experience in digital marketing and has built five self-funded multimillion-dollar internet companies. Rich explains how digital advertising fraud works across platforms such as Facebook, Google, partner networks, affiliate traffic, and programmatic advertising. He also shares why certain channels carry higher fraud risk, how AI-driven bots are changing the fraud landscape, and why clean traffic matters for marketing ROI, ROAS, and long-term business growth. We discuss how Anura detects fraudulent traffic in real time by collecting more than 800 data points, why companies often discover fraud only after performance starts to break down, and what founders, marketers, agencies, SaaS companies, eCommerce brands, and investors should understand before scaling paid advertising. Beyond ad fraud prevention, Rich also shares his entrepreneurial journey: building multiple companies without outside funding, scaling through product-driven growth, developing enterprise relationships, and why face-to-face business development through trade shows still works. This episode is especially relevant for founders, marketers, agencies, eCommerce businesses, SaaS companies, investors, and anyone spending money on digital advertising. Guest: Rich Kahn, CEO of Anura Host: Zorina Dimitrova, Strategic Growth & Capital Advisor and host of Grownlearn Listen to more episodes: Grownlearn Podcast: https://grownlearn.onpodium.com/ Spotify: https://open.spotify.com/show/1bUIDGbSQl4BlHeNeeJfva Apple Podcasts: https://podcasts.apple.com/at/podcast/grownlearn/id1515759956 SoundCloud: https://soundcloud.com/grownlearn Learn more about Grownlearn: https://grownlearn.org/ Episode Chapters 00:00 – Podcast Intro & Why Digital Ad Fraud Matters 01:15 – Rich Kahn's Entrepreneurial Journey 03:50 – How Digital Ad Fraud Works Across Facebook, Google & Partner Networks 08:17 – What Advertisers Should Ask Agencies About Fraud Detection 10:39 – Inside Anura's Fraud Detection Platform 16:10 – AI Bots, Fake Traffic & the New Era of Ad Fraud 19:49 – Product-Driven Growth & Building Through Relationships 22:49 – Scaling a Self-Funded Company 25:21 – Trade Shows vs Digital Marketing 27:00 – The $160B Fraud Problem & the Future of Clean Traffic

“Strive to delight … it's a great ethos to live by.” - John FindlayThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is John Findlay, CEO of LemonadeLXP. He sits down with me to talk about learning, curiosity, and why most workplace training completely misses the mark. He shares his path to CEO, opens up about being labeled a “terrible student”, and how he knew early on that he was meant to build something of his own. From launching businesses right out of high school to using gamification before it even had a name, his story is a reminder that unconventional paths can lead to meaningful innovation.Throughout our conversation, we spend a lot of time discussing a problem that feels almost universal: when learning feels like a chore, people check out, but when it's designed to be interactive and even enjoyable, that becomes a different story. We also get into how AI is changing the equation—not in a vague, buzzwordy way but in practical terms such as how it can reduce onboarding time, offer answers in real moments of need, and help organizations retain knowledge.As we wrap up the episode, John goes through our usual round of rapid-fire questions, revealing that he is a self-proclaimed “geopolitics nerd”, and why he recommends an especially “epic” book. Enjoy my conversation with John Findlay!Find the full show notes on cuinsight.com.Connect with John:John Findlay, CEO of LemonadeLXPlemonadelxp.com John: LinkedInLemonadeLXP: LinkedIn | Instagram | Threads | YouTube | TikTok | X

L'e-commerce italiano è maturo, ma non ancora abbastanza. È questa la fotografia emersa dal Netcomm Forum 2026, raccontata ai microfoni di RadioNext da Pietro Cerretani, amministratore delegato di The Innovation Group, insieme a Paolo Picazio, Country Manager Italia di Shopify e Matteo Ciccalè (https://www.linkedin.com/in/matteociccale/), Vice President Strategic Growth di Scalapay(https://www.scalapay.com/it).I numeri raccontano un mercato ormai consolidato: 35 milioni di italiani acquistano online, quasi 900 milioni di spedizioni nel 2025 e oltre 90 mila merchant digitali attivi. Eppure l'online pesa ancora solo per l'8,8% rispetto a una media europea decisamente superiore. La domanda allora diventa inevitabile: siamo davvero pronti per la nuova fase del commercio digitale? Perché il punto non è più semplicemente “vendere online”, ma capire come cambia il rapporto tra brand, piattaforme e consumatori nell'era dell'intelligenza artificiale agentica.Shopify parla apertamente di un nuovo canale commerciale: quello degli agenti AI. ChatGPT, Gemini e gli altri LLM stanno diventando luoghi dove le persone non cercano soltanto informazioni, ma prendono decisioni d'acquisto. E questo cambia radicalmente le regole del gioco. Le aziende non possono più limitarsi a progettare esperienze per esseri umani: devono imparare a dialogare anche con gli algoritmi. Non basta più la creatività del marketing tradizionale. Servono dati strutturati, API, protocolli universali e una nuova architettura dell'informazione. Shopify, insieme a Google e altri grandi player, sta lavorando ad un Universal Commerce Protocol che permetterà agli agenti AI di interagire direttamente con i cataloghi e i sistemi aziendali. Tradotto: gli assistenti virtuali diventeranno intermediari commerciali reali.Matteo Cicalè di Scalapay porta la riflessione ancora più avanti: il consumatore del futuro sarà molto più informato, più esigente e più difficile da convincere. Perché avrà sempre accanto un assistente AI capace di confrontare prezzi, valutare condizioni finanziarie e suggerire alternative in tempo reale. La customer journey smette così di essere lineare e diventa una conversazione continua tra utente, piattaforme e intelligenze artificiali.Ma tutto questo apre anche interrogativi delicati. Quanto saranno neutrali questi agenti? Quanto conterà l'advertising nella costruzione delle risposte generate dall'AI? E soprattutto: chi controllerà davvero il rapporto con il cliente finale? È qui che emerge il tema dell'autenticità dei brand. Secondo Shopify, in un ecosistema dominato dagli algoritmi, i marchi con una storia, un'identità forte e una narrazione credibile continueranno ad avere un vantaggio competitivo.Anche i nuovi brand, però, possono costruire valore se riescono a trasformare il proprio racconto in esperienza concreta. Nel frattempo resta aperta la grande incompiuta dell'omnicanalità. La tecnologia esiste già: data lake, piattaforme integrate, sistemi di pagamento omnicanale. Ma manca ancora il salto culturale. Le aziende continuano troppo spesso a ragionare per silos separati tra retail ed e-commerce, mentre i consumatori pretendono continuità totale tra fisico e digitale.Il messaggio finale del Netcomm Forum è chiaro: il futuro del commercio non sarà soltanto digitale, ma predittivo, conversazionale e sempre più automatizzato. E vinceranno le aziende capaci di semplificare la vita ai consumatori, liberando tempo e riducendo attriti. Perché oggi il vero lusso non è il prodotto: è la semplicità.

Off-price and value retail is often misunderstood. A lot of founders think of it as a last resort for excess inventory, but it can actually be a strategic channel for discovery, customer acquisition, and incremental revenue.In this episode, I talk with Matt Goldbloom, Founder and CEO of Common Shelf, about how brands can approach retailers like TJ Maxx, Marshalls, Ross, Burlington, and HomeGoods with the right strategy. We break down what buyers are looking for, how the treasure hunt model works, and how founders can think about pricing, packaging, and protecting brand equity.We also get into how Matt is building a lean team using global talent and AI-supported workflows to move faster and reduce founder bottlenecks.This episode is sponsored by Plus Forty, which helps CPG brands and service providers build lean, reliable teams with vetted global talent.Exclusive Foodbevy Offer: Plus Forty is giving 2 brands 5 free VA hours with no upfront costs. Their CPG- and AI-capable VAs can help with retail research, content repurposing, admin cleanup, inbox support, data entry, SOPs, and reporting.Apply for 5 free VA hours to see what a Plus Forty VA can do for your business. APPLY HEREStartup to Scale is a podcast by Foodbevy, an online community to connect emerging food, beverage, and CPG founders to great resources and partners to grow their business. Visit us at Foodbevy.com to learn about becoming a member or an industry partner today.

As of May 2026, Julie Levin has just stepped into a major leadership role at Stagwell (the global "challenger" network known for its focus on AI and digital transformation).In late April 2026, Stagwell revamped its growth strategy, and Julie was named SVP, Strategic Growth for Marketing Services.Julie is described as a "dual-perspective" leader who understands both the agency hustle and the client's internal pressures.The "Both Sides of the Table" Expert: Her bio highlights a rare career mix. She has led agency growth at heavyweights like Publicis NA, The Martin Agency, and Horizon Media, but she also spent significant time on the brand side at Verizon.Sector Specialty: In her new role at Stagwell, she is the lead for five key industries:Financial ServicesAutomotiveTelecom (drawing on her Verizon roots)EntertainmentSportsGrowth Philosophy: She is known for moving away from the "traditional agency structure" and instead building solutions based on how modern clients actually buy and operate. At Stagwell, her mission is to connect their "culture-moving creativity" with their high-end technology (like the Stagwell Marketing Cloud).

The following article of the Health industry is: 'Mexico and Healthcare: AI, Unified Systems, and Strategic Growth' by Manuel Ferrero, Senior Partner, Page Executive. 

On this episode of skucast, commonsku's Outside Sales Director Maria Acquarola talks strategic growth for promo distributors, the seven-touch cadence that cuts through email fatigue, and the partnership reframe for solving order problems in the promotional products industry

Michael Wright, Vice President of Strategic Growth at JANUS Research Group, has spent 25+ years helping organizations evolve from activity-driven execution to outcome-based performance in high-stakes environments.In this episode, he and Alex D. Tremble break down a challenge most leaders of a multi-location, operations-heavy business doing roughly eight figures in revenue face: your team is busy—but you're still the one driving results.They explore how leaders get stuck in constant firefighting, why ownership breaks down, and how emerging tools like AI are forcing leaders to rethink how work—and leadership—actually happens.You'll learn:How to shift your team from activity to outcome-driven executionWhat it really takes to build ownership across your leadership benchWhy leaders struggle to “let go” and how to fix it without losing controlHow to balance daily operations with long-term strategic thinkingWhere AI helps—and where it quietly increases leadership riskThis is for you if:You're still the default problem-solver for your teamYour leaders stay busy, but progress feels slowYou struggle to step out of the day-to-day without things slippingListen now and start building a team that owns results—not just tasks.If this hits home, share it with another operator who's feeling the same pressure.

“If you understand your members, you'll know what products and services to offer.” - Rob NewberryThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Rob Newberry, Senior Consultant at Abrigo. Rob's story begins about as far from finance as you can get—on a dairy farm in rural Iowa. His perspective was shaped not by what he wanted to become, but by what he knew he didn't, and that path eventually led him from an entry-level role in the mortgage industry, to a VP position at Wells Fargo, and later to building a company of his own focused on supporting credit unions and community banks!In our conversation, Rob calls attention to something that feels increasingly rare in financial services: genuine human connection. He deconstructs why relationship lending still matters and why the best lenders aren't the ones chasing the lowest rate but rather the ones who truly understand their members. His “Know Your Members” mindset is a practical way to think about risk, retention, and long-term value. We also get into the conflict that can come up between efficiency and authenticity. With AI reshaping workflows on the daily—from loan write-ups to risk analysis—Rob offers a fresh but grounded take on what technology can and can't do.As we wrap up the episode, Rob shares his thoughts on effective leadership, where in the world he would like to travel, and his love for live music. Enjoy my conversation with Rob Newberry!Find the full show notes on cuinsight.com.Connect with Rob:Rob Newberry, Senior Consultant at Abrigoabrigo.com Rob: LinkedInAbrigo: LinkedInBook mentioned: StrengthsFinder 2.0 by GallupFilm mentioned: The Terminator

Since the Israel-Hamas war began in October 2023, there have been many debates over the use of the term genocide in describing Israeli military actions in Gaza.Tuesday on Midday Edition, we weigh that question with historian and genocide scholar Omer Bartov, who is in San Diego to discuss his latest book, "Israel: What Went Wrong."Then, it's been over six months since a ceasefire went into effect between Israel and Hamas. But the need for aid in Gaza and in the Israeli-occupied West Bank remains urgent.We hear from a local nonprofit coordinating humanitarian efforts in the region about what conditions are like on the ground.Guests:Omer Bartov, professor of Holocaust and genocide studies, Brown University; author, "Israel: What Went Wrong"George Kapataies, Assistant Country Director for Programs and Strategic Growth, Global Communities

Healthcare systems are facing a workforce crisis that's no longer temporary—it's structural. Even before COVID-19, staffing shortages across nursing, technical, and administrative roles were already straining capacity; today, those gaps are wider, costlier, and directly impacting patient access. With labor shortages persisting and burnout rising, health systems are being forced to rethink not just hiring—but the very composition of their workforce.So here's the question: What if the solution to healthcare's staffing crisis isn't just hiring more experienced workers—but strategically building a pipeline from those who haven't entered the field yet?On this episode of I Don't Care, host Dr. Kevin Stevenson sits down with Brock Hughes of Propel Clinical to explore how pre-clinical students—pre-med, pre-PA, pre-nursing—can be deployed to fill critical, hard-to-staff roles across healthcare systems. The conversation dives into workforce innovation, the economics of staffing, and how early-career exposure could reshape both patient care and clinician pipelines.This episode breaks down how…Healthcare systems are shifting toward workforce development strategies that prioritize pipeline-building over short-term staffing fixes.Pre-clinical students can fill entry-level and support roles effectively, often improving efficiency and reducing costs while gaining critical experience.“Planned turnover” among these students isn't a liability—it's a feature that enables continuous talent flow and long-term workforce sustainability.Brock Hughes, MBA, is a healthcare entrepreneur with over a decade of experience building and scaling solutions across clinical and operational domains. At Propel Clinical, he focuses on addressing workforce shortages by integrating pre-clinical talent into healthcare systems through structured, managed programs. Hughes has co-founded multiple ventures—including Chartpro, Chartjoy, and Zup—and previously led strategic expansion as SVP of Strategic Growth at CareATC and as a growth and strategy leader at CareTeam (acquired). His expertise spans business development, healthcare innovation, and building scalable models that improve access, reduce costs, and enhance operational efficiency.

In this episode of the Loan Officer Team Training Podcast, I sit down with someone who is challenging the way our industry thinks about growth, connection, and opportunity. Mosi Gatling, Senior Vice President of Strategic Growth and Expansion at New American Funding, brings a bold and necessary perspective on how loan officers can expand their reach by truly understanding the communities they serve. This episode is for loan officers, team leaders, and real estate professionals who are ready to evolve their approach, stand out in competitive markets, and build a business that reflects the world we actually live in today. Expect strategic perspective shifts, practical marketing adjustments, and a clear challenge to rethink how you attract and serve your clients.First Home IQ: https://firsthomeiq.com/ Words Matter-Inclusive Language and marketing for diverse borrowers https://heyzine.com/flip-book/wordsmatter2025Follow Mosi on Instagram:https://www.instagram.com/mosigatling_/Connect with me: My Instagram:https://www.instagram.com/itsireneduford/My LinkedIn: https://www.linkedin.com/in/ireneduford/My Email: irene@loanteamtraining.comGet Loan Team Training for YOUR team: https://go.loanteamtraining.com/

“I can have significance in my life and my career in terms of helping credit unions and in some small way leave the world in a better place.” - Chris TissueThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Chris Tissue, Chief Operating Officer at CUCollaborate, and he joins me for this episode to discuss something that can really spark some strong opinions across the industry—mergers. Listen in as he shares how his career path (from growing up in Pittsburgh in a family of entrepreneurs to working at Callahan & Associates, Deloitte, and Grant Thornton) eventually led him back to the credit union movement and into a role where he helps institutions think strategically about growth.In our conversation, we start with Chris's early career journey and how a liberal arts graduate who once dreamed of entrepreneurship found himself immersed in the credit union world. That experience ended up coming full circle when he joined a former colleague to build out the consulting practice at CUCollaborate.Along the way, he and I discuss what the organization does day-to-day, and we also, of course, spend a good portion of the conversation discussing mergers, with Chris explaining how the industry historically viewed mergers as emergency solutions for struggling institutions. Nowadays, however, more financially healthy credit unions are considering mergers as a strategy to compete effectively and invest in the future, and Chris shares how his team approaches this work with a clear principle in mind: if a merger doesn't meaningfully benefit members, it just should not happen.As we wrap up the episode, we touch upon Chris's craft beer passion, the leadership influence of his grandfather, why Chicago in the summer tops his travel list, and more! Enjoy my conversation with Chris Tissue!Find the full show notes on cuinsight.com.Connect with Chris:Chris Tissue, Chief Operating Officer at CUCollaborativecucollaborate.com Chris: LinkedInCUCollaborate: LinkedInBook mentioned: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim ScottBook series mentioned: The Witcher

Quantum Open Source with Will Zeng and Ziyaad BhoratIn this special live-streamed discussion, Will Zeng, co-founder of the Unitary Foundation, and Ziyaad Bhorat, VP at the Mozilla Foundation, join host Sebastian Hassinger to unpack their co-authored white paper, The Open Foundation Quantum Technology Needs. The paper argues that open source quantum software is structurally underfunded — too applied for academic grants, too public-good for venture capital — and that philanthropic organizations need to step in before the window closes.This conversation arrives at a pivotal moment. Google recently published a paper showing Shor's algorithm could break ECDLP-256 with roughly 500,000 physical qubits — a 20x improvement over prior estimates — while Oratomic launched claiming 10,000 reconfigurable atomic qubits may be sufficient for cryptographically relevant computation. The timelines are compressing. The question is whether the software ecosystem can keep pace with the hardware.The video of our conversation can be viewed on YouTube.What you'll learnWhy open source quantum software falls into a structural funding gap between academic grants and venture capital — and what that means for the field's trajectoryHow Mozilla Foundation evaluates emerging technology fields for philanthropic intervention, and what specifically convinced them quantum was ripe for engagementWhat Google's 20x efficiency gain for Shor's algorithm and the Oratomic launch mean for Q-Day timelines and post-quantum migration urgencyWhy the "quantum Linux" analogy is useful but incomplete — and what the real risk is (fragmentation, not monopoly)How Unitary Foundation's microgrant program ($4,000, six months) has become a faster on-ramp to quantum careers than traditional academic pathwaysWhat PyMatching, PyZX, and other microgrant-funded projects reveal about the scalability of small open source investmentsWhy open source benchmarking through Metriq Gym matters — and why vendor-driven benchmarks can't fill this roleHow the Qiskit team reductions at IBM illustrate the fragility of corporate-backed open source in quantumWhat specific policy asks the quantum open source community has for the NQI reauthorizationThe von Neumann vs. ENIAC lesson: why openness wins over secrecy in building transformative computing platformsResources & linksThe Open Foundation Quantum Technology Needs — The white paper by Zeng, Castanon, and Bhorat (March 2026) that anchors this conversationUnitary Foundation — 501(c)(3) non-profit building, governing, and sustaining open source quantum software since 2018 Mozilla Foundation — Non-profit championing open source and internet health, supporting Unitary Foundation's quantum workMitiq — Open source toolkit for quantum error mitigationMetriq — Community-driven quantum benchmarking platform Metriq Gym — Open source benchmarking suite for quantum computers Unitary Compiler Collection (UCC) — Quantum circuit compilation toolsQuTiP — Quantum Toolbox in Python, stewarded by Unitary FoundationPyMatching — Open source decoder for quantum error correction, originally funded by a UF microgrant PyZX — ZX-calculus library for quantum circuit optimization, also originating from UF support Unitary Hack — Annual bug bounty hackathon connecting open source quantum projects with global contributors CSIS Commission on U.S. Quantum Leadership — Warning on quantum decryption surprise referenced in the white paperWill Zeng — President and co-founder of Unitary Foundation; Partner at Quantonation; DPhil in Quantum Information, University of OxfordZiyaad Bhorat — VP of Imagination and Strategic Growth, Mozilla Foundation; PhD in Political Science, UCLAKey quotes"Do we want a future where quantum computers are developed by secret government contractors with specialized PhDs who have top secret security clearances? Or do we want a future where quantum computers are built in the private sector, competing to provide economic value to everyone around the world?" — Will Zeng"Do not be afraid to experiment. We're doing ourselves a disservice to be slow, especially in a space that really warrants experimentation." — Ziyaad Bhorat, on his message to philanthropic colleagues"There's billions of people on the planet who want to do exciting and interesting things. Building quantum technology is one of those. If you have enough motivation, you just need to provide some on-ramps." — Will Zeng"We should put forward an affirmative vision of what that future should look like and drive towards it — because otherwise it will be built in secret." — Ziyaad Bhorat"The US spends 30, 35 billion on potato chips every year. There's a lot of room to grow." — Will Zeng, on the scale of quantum investment relative to what's neededRelated episodesEp 19: Quantum Error Mitigation using Mitiq with Misty Wahl — Deep dive into Mitiq, one of Unitary Foundation's flagship open source projects discussed in this episode.Ep 35: Quantum Benchmarking with Jens Eisert — Explores the challenges of quantum benchmarking that Will Zeng addresses with the Metriq platform.Ep 29: Quantum Education and Community Building with Olivia Lanes — Parallels to the community-first approach to workforce development that both guests advocate.Ep 53: Fostering Quantum Education with Emily Edwards — The Q12 initiative's approach to quantum education, complementing UF's open source on-ramps.Ep 79: Building a Quantum Ecosystem from Scratch with Martin Laforest — How Quebec built a quantum ecosystem — relevant context for the white paper's argument about building open infrastructure early.Subscribe & connectListen: Apple Podcasts | Spotify |

The parents discuss their continuing role in the recovery journey of their children. Moms and dads of children coping with substance use disorder or other mental health conditions explore how their parenting has evolved.  Three-time Olympic gold medalist Carrie Bates, now Caron Treatment Centers' National Resource Director and Director of Strategic Growth, joins the conversation.   Podcast Disclaimer The Parent-to-Parent Podcasts are provided as a service to you from other parents and do not represent professional clinical advice. The views and opinions expressed in the Parent-to-Parent Podcasts are not necessarily those of Caron or its affiliates. Nothing contained in the Parent-to-Parent Podcasts is intended to be instructional for clinical diagnosis or treatment. The information should not be considered complete, nor should it be relied on to suggest a course of treatment for a particular individual. It should not be used in place of a visit, call, consultation or the advice of your physician or other qualified health care provider. You should never disregard clinical advice or delay in seeking it because of something you have heard or read in the Parent-to-Parent Podcasts. Caron and its affiliates are neither responsible nor liable for any direct, indirect, incidental, consequential, special, exemplary, punitive, or other damages arising out of or relating in any way to the Parent-to-Parent Podcasts, content or information contained therein or any hyperlinked website. Your sole remedy for dissatisfaction with the Parent-to-Parent Podcasts, content or information contained therein, and/or hyperlinked websites is to stop using the Parent-to-Parent Podcasts or hyperlinked websites. Please be advised that the Parent-to-Parent Podcasts may be protected by federal and international copyright or other laws, and your right to reprint, republish, modify, reproduce, or distribute the Parent-to-Parent Podcasts may be limited accordingly.

Join host Sam Davidson on Circle Back as he welcomes Nashville Entrepreneur Center Hall of Famer, Ron Samuels. Discover Ron's extraordinary entrepreneurial journey, from his early encounters with industry giants Kimmons Wilson (Holiday Inns) and Fred Smith (FedEx) to founding an antique store, co-founding the Mid-South School of Banking, and an innovative marketing campaign that famously mailed bricks to double market share in the building materials industry. Ron shares insights from his decades-long career in banking, navigating a landscape of constant mergers and acquisitions, and his audacious decision to start Avenue Bank at the age of 60, just before the 2008 financial crisis. Learn how Avenue Bank cultivated a unique, people-first culture, leading to rapid growth and a successful acquisition by Pinnacle. This episode also delves into Nashville's remarkable transformation, its strategic growth initiatives from Partnership 2000 to bringing professional sports, and Ron's foundational advice for entrepreneurs on character, authenticity, and empowering leadership. Episode Highlights: 0:01:03 - Meeting Kimmons Wilson (Holiday Inns) & Fred Smith (FedEx) 0:03:03 - Ron's First Entrepreneurial Endeavors: Paper Route & Mid-South School of Banking 0:05:25 - The Story Behind Starting an Antique Business ("Secondhand Rows") 0:08:30 - Early Life, Family Background, and the Path to Banking 0:17:30 - Recognizing His Entrepreneurial Spirit & Early Banking Culture 0:19:08 - Moving to Nashville in 1975 & the City's Banking Landscape 0:27:59 - Doubling Market Share in the Brick Business by Mailing Bricks 0:31:57 - Returning to Banking & Pursuing an MBA at Vanderbilt (Owen School) 0:35:21 - Navigating Decades of Banking Mergers & Acquisitions 0:40:04 - The Bold Decision to Start Avenue Bank at 60 0:43:08 - The Avenue Bank Success Story: Community, Growth, and Unique Culture 0:48:59 - Why Avenue Bank Decided to Exit and Merge with Pinnacle 0:55:20 - Reflecting on Nashville's Strategic Growth and Transformation 1:00:25 - Essential Advice for Aspiring and Seasoned Entrepreneurs Listen now to uncover the wisdom from one of Nashville's most influential business leaders! If you enjoyed this episode, please share it with a friend and leave us a review on your favorite podcast platform. Connect with Circle Back: Circle Back Podcast Follow Sam Davidson's LinkedIn Learn more about the Nashville Entrepreneur Center In partnership with Nashville Post #RonSamuels #AvenueBank #NashvilleEntrepreneur #Podcast #Entrepreneurship #Banking #NashvilleHistory #FedEx #HolidayInn #StartupLife #BusinessGrowth #Leadership #CommunityBuilding #CircleBackPodcast #SamDavidson #NashvillePost #BusinessAdvice #EntrepreneurJourney #NashvilleBusiness #MergersAndAcquisitions #BankFounder

“The exciting part of life is innovating—creating, filling the gap where previously there was a void.” - Har Rai KhalsaThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Har Rai Khalsa, Co-Founder and CEO of Swaystack. He joins me for a conversation about a challenge which many credit unions quietly wrestle with: turning new accounts into real, active relationships. Har Rai's path into fintech wasn't exactly the one he imagined as a kid. Like a lot of young athletes, he once pictured himself going pro, inspired by legends such as Derek Jeter. Instead, his career began in lending, where he spent years learning the mechanics of onboarding, underwriting, and the systems which power financial institutions. He also explains how that experience eventually led him to build technology solutions for financial institutions and ultimately launching Swaystack.In our conversation, Har Rai shares how his team approached building their company and how—rather than assuming that they knew what credit unions needed—they began by asking a lot of questions. In their early conversations with credit unions, a surprising theme revealed itself: growth wasn't actually the real problem. Many institutions were opening plenty of accounts, but far too many of those accounts were going inactive within months. We discuss why those first 90 days after opening an account are so incredibly important. Hear how onboarding responsibilities are scattered across departments such as marketing, retail, lending, and digital—yet no one actually owns the outcomes that matter most: balances, transactions, and direct deposit adoption.As we wrap up the episode, Har Rai talks about how he appreciates a nice car, the cities he loves to visit, a book recommendation, and more! I hope that you enjoy my conversation with Har Rai Khalsa!Find the full show notes on cuinsight.com.Connect with Har Rai:Har Rai Khalsa, Co-Founder and C.E.O. of Swaystackswaystack.com Har Rai: LinkedInSwaystack: LinkedIn

In this episode, Quentin interviews real estate investor Nathan Shelby, exploring his journey from military service to building a diverse property portfolio in North Mississippi. They discuss the importance of relationships, discipline, confidence, and strategic growth in real estate success.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What actually drives sustainable business growth: strategy, capital… or culture? In this episode of the Grownlearn Podcast, Zorina Dimitrova sits down with Chris Hallberg, also known as The Business Sergeant, to break down what truly makes companies scale, and why most founders underestimate the role of systems, accountability, and team alignment. Chris shares how the Entrepreneurial Operating System (EOS) helps businesses create clarity, structure, and execution discipline across six core components: vision, people, data, issues, process, and traction. Beyond frameworks, this conversation goes deeper into what separates average companies from high-performing organizations, from building A-player teams to navigating AI disruption and long-term business transformation. If you are scaling a company, preparing for investment, or optimizing for long-term value creation, this episode offers a practical lens on what actually works.

“You make the best of what you've got, and you document it and you protect people. It can make a humongous difference in families that might be struggling right now.” - James BishopThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is James Bishop, founder of ClaimStinger. ​​His story doesn't start out in a boardroom but rather in Southern Colorado playing cowboy on a dude ranch, then repairing hail-damaged cars, then running a shop, and finally asking a critical question: Why is the insurance process so confusing, so slow, and so stacked against everyday people? From that question, ClaimStinger was born, and what James is building now has serious implications for credit unions, their members, and the way vehicle assets are protected.In our conversation, James and I discuss the quiet documentation gaps that cost members thousands of dollars. James explains why insurance companies are increasingly denying claims due to missing photo evidence, how that drains equity from vehicles, and why credit unions feel the ripple effects in their loan portfolios.James walks us through the concept of “the birthdate of a loan,” and we also dig into what happens when members are left alone to deal with adjusters, estimates, and confusing checks that never quite cover the damage. James shares some actual stories from his repair shop—people driving devalued cars for over a year because they're scared, stuck, or unsure what to do next. His proposed solution to this problem is to pair simple, plug-and-play technology with education that empowers credit union teams and members alike!As we wrap up the episode, James talks about the grandmother who mentored him, the grandsons he's investing his time in, his love of museums and sci-fi, and why “playing in the dirt” is his version of balance. This conversation is about a lot more than just software; it's about protecting what people work hard for and making sure that no one feels stranded when life throws a curveball. Enjoy my conversation with James Bishop!Find the full show notes on cuinsight.com.Connect with James:James Bishop, founder of ClaimStingerclaimstinger.comJames: LinkedInClaimStinger: LinkedIn | YouTubeWant to hear more from James? Click here.

“I love what credit unions stand for. I think we continue to provide relevancy and value to communities and our members.” - Cisco Malpartida SmithThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Cisco Malpartida Smith, Managing Director of Strategic Advisory at SRM. We discuss the future of credit unions and the strategic thinking that is needed to keep the movement strong, and Cisco shares the story of how his career began in a remarkable way, starting a student-run credit union while serving as student body president in college. He touches upon how that experience set him on a path that would eventually lead to CEO roles, strategic leadership positions, and advising institutions across the country!In our conversation, Cisco walks us through the work that he does today helping credit unions solve complex strategic problems, especially when it comes to growth. One of the biggest challenges that he covers is the rising average age of credit union members. Cisco explains why this causes financial pressure, with older members typically saving more and borrowing less. He also explains a strategy that he has spent decades refining—connecting credit unions with colleges and universities to reach the next generation of members.As we wrap up the episode, Cisco reveals a huge leadership influence on him, what he thinks about maintaining balance between career, family, and community service, and so much more! Perhaps most importantly, he shares an incredibly powerful strategy that has shaped his thinking: the idea of creating meaningful differentiation so that credit unions aren't simply competing in the same crowded marketplace as everyone else. I hope that you enjoy my conversation with Cisco Malpartida Smith!Find the full show notes on cuinsight.com.Connect with Cisco:Cisco Malpartida Smith, Managing Director of Strategic Advisory at SRMsrmcorp.com Cisco: LinkedInSRM: LinkedIn | Facebook | YouTube | XBook mentioned: Blue Ocean Strategy by W. Chan Kim & Renée Mauborgne

In this episode, I sit down with Allison Wolf, a leadership coach and strategic advisor working with lawyers and law firms across Canada and the United States, with a particular focus on small and mid-sized firms. We talk about the realities of growth for small firm and solo founders, and what can happen when more clients, more files, and more opportunity begin to stretch the systems, people, and leadership capacity of a firm.   This conversation is full of practical insight for founders who want to build intentionally rather than simply react to what growth brings. Listen in this week to hear why hiring support can become essential, how to think about culture in a more concrete way, and what it takes to create a strategic plan that actually guides decisions and gets implemented. Allison also explains the relationship between strategy and culture, and why both matter if you want your firm to grow in a way that is sustainable.   Get full show notes and more information here: https://thejoyfulpractice.com/252        Click here to grab my procrastination protocol checklist: https://mailchi.mp/0c249b28750c/procrastination_protocol         Click here to grab my time management podcast roadmap: https://mailchi.mp/d267dabde299/time-management-lawyers-podcast-roadmap

In this episode, Matt Koop, Vice President of The New Flat Rate, challenges contractors to ask themselves: “Would you buy your own business?” He breaks down the difference between strategic growth and fast, inflated growth that looks impressive but isn't sustainable. From mastering your core business and optimizing profit margins to avoiding the “vertical trap” and building systems that actually scale, Matt shares actionable insights for creating a business that's not just bigger, but stronger, more profitable, and truly valuable. If you want to grow smart, retain your best customers, and build a business someone would actually want to buy, this episode is a must-listen.Links and Resources-Book a free 30 min call with one of our success coaches: HEREProcess Writing Kit: HEREWebsite: ⁠https://thenewflatrate.com/⁠Get Demo: ⁠https://thenewflatrate.com/demo?hsCtaAttrib=192034463396⁠Instagram: ⁠⁠⁠https://www.instagram.com/thenewflatrate⁠⁠⁠Facebook: ⁠https://www.facebook.com/TheNewFlatRate⁠⁠⁠LinkedIn: ⁠https://www.linkedin.com/company/the-new-flat-rate-inc-/posts/?feedView=all⁠⁠⁠YouTube: ⁠https://www.youtube.com/@NewFlatRate⁠Episode Show Notes:00:00 Intro00:18 Would You Buy Your Own Business 01:54 Understanding Strategic Growth 03:11 Different Vertices & Their Impact on Growth 07:10 Profit, Niche, & Industry09:15 Avoiding the Trap of Inflated Growth 12:35 Wrapping It Up14:31 Outro 

We talk with a Council member who pushed for the new Office of Strategic Growth, a developer and community leaders.

In this episode, Katrina Anderson, Senior Vice President of Strategic Growth at Clinician Nexus, and Jessica Wells, Principal at ECG Management Consultants, discuss how health systems can better align clinical education, technology, and workforce strategy to build a sustainable clinician pipeline. The conversation explores student placement, preceptor support, and how intentional, data driven approaches strengthen workforce planning and employer brand.

“We engage … and encourage more thinking, more ideas, more innovation.” - Tony HernandezThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guests on today's show are Anthony “Tony” Hernandez, President and CEO of the Defense Credit Union Council and a retired U.S. Air Force Colonel, along with Maggie Sayer, President and CEO of Keys Federal Credit Union and DCUC Board Chair. They join me for this episode of the podcast to discuss CU Unplugged! CU Unplugged is not your standard conference with a ballroom, a rigid agenda, and politely timed applause. CU Unplugged is intentionally unstructured without keynote headliners or prepackaged talking points. As Tony puts it, the attendees are the agenda.In our conversation, we cover why collaboration is the credit union movement's superpower and why traditional formats don't always give that superpower room to work. Maggie shares why the open-to-all approach matters so much to her, especially coming from an IT background before becoming a CEO. With facilitators guiding so many outcomes and, of course, AI capturing key discussions, CU Unplugged isn't just talk; it's truly a launchpad in that insights from this event will directly shape breakout sessions at DCUC's annual conference!As we wrap up the episode, we also get into timely issues such as, again, AI, crypto, governance, and what “AI” even means in practice. The smaller, intentionally designed setting of CU Unplugged creates space for honest questions and renewed curiosity! By the end of our conversation, one theme absolutely stands out: energy - energy, confidence, and the motivation to not just absorb ideas but to also carry them back, share them, and lead with them! Enjoy my conversation with Tony and Maggie!Find the full show notes on cuinsight.com.Connect with Anthony:Anthony R. Hernandez, President & C.E.O. of Defense Credit Union Council; Ret. USAF Coloneldcuc.org Anthony: LinkedInDCUC: LinkedIn | Facebook | YouTubeConnect with Maggie:Maggie Sayer, President & C.E.O. of Keys Federal Credit Union; DCUC Board Chair; Navy / Coast Guard Representativekeysfcu.org Maggie: LinkedInKFCU: LinkedIn | Facebook | Instagram | X | YouTube

Chiacgo-based designer Alex Kaehler joins the show to answer a question from a designer who has stayed busy as a team of one, but wonders what growth might look like for her small firm. Kaehler offers advice on how to grow your firm without increasing your workload, using social media as a lower-lift lead generator and why size doesn't always equate to success. LINKSAlex Kaehler Kaitlin PetersenBusiness of HomeThis episode was sponsored by Four Hands and Crypton.

Send a textIn this insightful episode of Living the Dream with Curveball, we welcome Saul Cohen, a seasoned accounting and acquisitions advisor dedicated to empowering business owners to transition from operators to investors. Saul shares his passion for entrepreneurship and the pivotal role it plays in fostering community and societal change. He elaborates on his journey from working at PwC to specializing in acquisitions advising, highlighting the importance of understanding business valuations and tax strategies for successful exits. Listeners will gain valuable insights into the mindset shift required for effective leadership, the common mistakes entrepreneurs make when planning their exit, and the significance of early tax planning. Join us as Saul offers practical advice on identifying growth opportunities and achieving true financial freedom, along with a success story that underscores the transformative power of strategic acquisitions. This episode is a must-listen for any entrepreneur looking to enhance their business acumen and navigate the complexities of growth and exit strategies.Want to be a guest on Living the Dream with Curveball? Send Curtis Jackson a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628631536976x919760049303001600Support the showmosaic: Exploring Jewish Issuesmosaic is Jewish Federation of Palm Beach County's news magazine show, exploring Jewish...Listen on: Apple Podcasts SpotifySupport the show

In this episode of The Maria Fontana Podcast, I sit down with Dr. Jackie Noelke, MA, EdD —Leadership doctor, business coach, and We explore how to create marketing that honors both your message and your mission, the importance of strategy over noise, and how a purpose‑driven approach can unlock real long‑term growth. Dr. Jackie also shares insights behind her trademarked Juicy Marketing concept — a way of telling brand stories that resonate and drive meaningful engagement. With years of experience helping heart‑centered entrepreneurs build, grow, and scale online businesses, Jackie brings powerful insight into smart marketing, strategic planning, and creating systems that allow you to step into confident leadership.We dive into real‑world strategies for entrepreneurs who want to expand their reach without sacrificing their spirit, discover how to harness the power of purpose‑driven marketing, and explore the mindset shifts that fuel sustainable success.Whether you're a small business owner ready to scale or simply want to refine your brand strategy, this conversation is packed with actionable wisdom and heartfelt encouragement.Connect with Jackie at:  www.juicymarketingco.com

In this episode, James Mladucky, Vice President of Design and Construction at Indiana University Health, shares how the system is building adaptable facilities to support care, research, and education. He discusses leveraging technology, planning large-scale projects, and designing spaces that attract top talent and improve health outcomes across Indiana.

Michael Ball was raised in northern Virginia — a three-sport athlete and economics graduate from Radford University, where he also played varsity tennis. He began in banking, became a financial advisor in 1983, opened the Manassas office for Scott & Stringfellow, and advanced into senior leadership roles through its evolution into BB&T and Truist Wealth. His proudest leadership work? Building elite advisors through the “Topgun” development program — treating his team like clients. He now leads Ball Consulting, helping advisors and firms grow with clarity and discipline.  3:15  Injury, Adversity & Comeback Mindset 5:38 Mentorship & Career Breakthrough 7:00 Culture, Leadership & Client-First Success 11:18 Black Swan Events & Market Resilience 13:50 Elite Advisors & Process-Driven Performance 15:25 Reading Habits of High Performers 19:38 Reflection of Your Mental State 23:54 Strategic Growth & Long-Term Success 29:42 Saving, Investing & Wealth Discipline 34:23 “Eating The Seed Corn” & Short-Term Thinking 38:00 What Should I Not Be Doing? Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/ If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell

In this episode, Imran Qadeer, MD, President and CEO of Allegheny General Hospital, discusses scaling AI driven virtual nursing and ambient listening, advancing population health and specialty service lines, and navigating workforce shortages and financial pressures as part of Allegheny Health Network and Highmark Health.

“We know that trust is non-negotiable.” - Vinay BhaskarThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guests on today's show are Patrick McElhenie, Chief Growth Officer and Vinay Bhaskar, Chief Operating Officer of Scienaptic AI. We discuss where lending is headed and why the next leap in AI could fundamentally change how credit unions operate.In our conversation, Patrick and Vinay explain how Scienaptic helps credit unions approve more loans while reducing risk and improving members' experiences. We learn how Scienaptic's platform considers the full life cycle of the member so that decisions are not isolated. We then dig into the main topic of the episode: agentic AI, with Patrick breaking it down into simple terms for us. While traditional AI helps answer “Should we approve this loan?” agentic AI asks, “What should we do next?” Agentic AI can coordinate workflows across systems while keeping humans firmly in control.As we wrap up the episode, Vinay also shares where credit unions will first feel the impact, especially within the first 60-90 days. He projects fewer false declines, more targeted engagement, and teams spending less time chasing data and more time working directly with members. We talk about explainability, audit trails, compliance guardrails, and what “governed autonomy” really looks like in practice. Finally, in closing, Patrick shares what he sees for Scienaptic's future on the road ahead. Enjoy my conversation with Patrick McElhenie and Vinay Bhaskar!Find the full show notes on cuinsight.com.Connect with Patrick:Patrick McElhenie, Chief Growth Officer at Scienaptic AIscienaptic.aiPatrick: LinkedInScienaptic AI: LinkedIn | YouTubeConnect with Vinay:Vinay Bhaskar, Chief Operating Officer at Scienaptic AIscienaptic.aiVinay: LinkedInScienaptic AI: LinkedIn | YouTubeIn this episode:[1:11] - Patrick explains how Scienaptic enables fair, inclusive lending that boosts growth without increasing operational burden.[4:14] - Vinay reveals that their platform delivers consistent, context-driven decisions across the entire member journey.[6:52] - Hear how agentic AI moves lending from recommendation to coordinated, human-guided action.[10:08] - Early gains include faster approvals, fewer false declines, and real-time portfolio action.[13:17] - Vinay adds that built-in governance ensures explainability, auditability, and human oversight in every AI decision.[15:56] - With governed autonomy, credit unions control automation while strengthening member relationships[17:02] - Patrick discusses some of Scienaptic's plans for the future.

VALUE-BASED PRICING, SUCCESS-BASED FEES, AND STRATEGIC PROFITABILITY — WHAT DOES IT REALLY TAKE TO PRICE WITH CONFIDENCE AND SCALE WITHOUT BURNOUT? Listen on all platforms: grownlearn.onpodium.com Explore strategic growth & capital advisory: www.grownlearn.org Request a private briefing on office@grownlearn.org

Lorraine Marchand, startup CEO, advisor to Johnson & Johnson, member of the Pharmaceutical Advisory Board at Columbia Business School, and faculty at Wharton, discusses how leaders can sustain growth through disciplined experimentation in an era shaped by AI and institutional risk aversion.  Marchand's perspective is grounded in a career that spans large corporations and entrepreneurial ventures. Early in life, she learned to treat problem solving as an experiment rather than a test of personal worth. That principle later informed her approach to innovation in complex organizations. Several practical themes emerge from the discussion: 1. Reframe failure as structured learning. Marchand's operating principle is "try, fail, learn." The key is to set explicit learning objectives before undertaking a new initiative. When leaders define what they intend to learn, not just what they intend to achieve, they reduce fear and increase resilience. This mindset is particularly critical in startups and new ventures, where there is no playbook and early missteps are inevitable. 2. Innovation requires protected investment. Drawing on research and executive interviews, Marchand highlights the value of disciplined portfolio allocation. A 70/20/10 model—70% core business, 20% adjacent opportunities, 10% new, exploratory ideas—creates room for experimentation without destabilizing the enterprise. The evidence she cites suggests that long-term growth frequently emerges from ideas that initially seemed peripheral. 3. Culture often suppresses experimentation. Organizations frequently default to "playing it safe." Marchand argues that leaders must explicitly create space for candor and reflection. Her practice of "Fail Free Friday", a structured forum to discuss what is not working without defensiveness, illustrates how small rituals can normalize learning and surface risk before it compounds. 4. AI should assist thinking, not replace it. Marchand observes both curiosity and fatigue around AI. Students and executives alike risk over-reliance, which can erode depth of analysis. Her discipline is simple: think independently first, then use AI as a research assistant to refine or challenge one's reasoning. Senior leaders remain relevant not by competing with automation, but by asking the right questions, an ability rooted in experience and judgment. 5. Integration of technology requires business judgment. Technology cannot be bolted onto processes indiscriminately. Leaders must understand workflows deeply enough to decide where automation adds value, where human ingenuity remains essential, and where both are required. This integration demands clarity about the business, not just familiarity with the tool. 6. The "who" and the "how" matter more than the "what." Late-career reflection led Marchand to conclude that outcomes achieved at the expense of people erode long-term value. Values alignment, integrity, and disciplined focus, often expressed through the willingness to say no, are strategic decisions, not personal preferences. For senior professionals, the message is direct: sustained growth depends less on bold rhetoric and more on creating disciplined environments where experimentation is safe, technology is used thoughtfully, and people are encouraged to think independently. The capacity to ask better questions, protect time for reflection, and allocate resources to uncertain but promising ideas remains a defining leadership advantage. Lorraine H. Marchand, an acclaimed author and innovator, is author of the new book NO FEAR, NO FAILURE and a leading consultant and educator on innovation with deep expertise in new product development. She has cofounded multiple start-ups, held senior roles at global companies including Bristol-Myers Squibb, Covance/LabCorp, and IBM, and advises top organizations while teaching at the Wharton School and Yeshiva University. Get Lorraine's book, No Fear, No Failure, here: https://tinyurl.com/eksdu9ks Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

“Whoever provides the ultimate user experience wins at the end of the day.” - Omar JordanThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Omar Jordan, founder and CEO of Coviance. He shares how an unconventional path, fueled by curiosity, problem-solving, and what he openly calls “extreme ADHD,” led him from subprime lending in the early 2000s to founding what's now Coviance! His story that he shares in this episode is truly a reminder that the credit union movement has always attracted people who see friction and feel compelled to fix it.In our conversation, Omar and I talk about his early days and what he learned when the economy collapsed—the culture shock that he experienced when he first stepped into credit unions and saw how many processes were still held together by spreadsheets, sticky notes, and fax machines. Omar realized that members weren't frustrated by rates or products nearly as much as they were confused by silence, delays, and a lack of transparency once they clicked “submit.”We also discuss what he calls the “messy middle” of lending, spending time on why modernizing home equity isn't about swapping out a LOS but is about questioning old assumptions that no longer serve members or staff. We also get into a topic that can make people uncomfortable: pricing, with Omar making a strong case that members aren't chasing cheap but are chasing clarity, speed, and service!As we wrap up the episode, Omar shares lessons learned from building a company, raising kids, and realizing that success looks different at 25 than it does at 45. He even reveals what was on his Spotify Wrapped this past year! Enjoy my conversation with Omar Jordan!Find the full show notes on cuinsight.com.Connect with Omar:Omar Jordan, founder and C.E.O. of Coviancecoviance.comOmar: LinkedInCoviance: LinkedIn | Facebook | X

In this episode of the Model FA podcast, host David DeCelle spoke with Jennifer des Groseilliers, CEO of The Mather Group, to discuss her career journey, the firm's growth strategy, and its distinct business philosophy. Jennifer detailed her transition from practicing law to becoming a financial advisor, moving through the broker-dealer world to ultimately embrace the Registered Investment Advisor (RIA) structure. The conversation explored The Mather Group's holistic service platform, which includes in-house tax and investment construction, its two-part M&A integration approach, and how their core value of "Unreasonable Hospitality" drives success metrics like high client retention and referrals.In this episode: • The RIA Model is a Growth Area: Jennifer des Groseilliers' move from the broker-dealer world highlights the perceived stability and future of the Registered Investment Advisor (RIA) model. • Embrace Holistic Wealth Management: The Mather Group's success with $15B in AUM/A is built on a comprehensive platform that integrates financial planning, in-house tax services, investment management, and a family office approach. This "all-in-one" model offers greater efficiency and coordination for clients. • M&A Success Hinges on Culture: For firms pursuing growth via mergers and acquisitions, the primary focus ("heavy lifting") should be on ensuring cultural alignment, not just operational synergy. • Define Success by "Unreasonable Hospitality": High client retention and referral rates can be achieved by moving beyond basic service to align a client's financial goals with their personal values, creating a truly exceptional experience. • Strategic Growth is Dual-Track: The firm demonstrates that expansion can be effectively achieved through both organic client acquisition and strategic M&A. • Team Structure and Governance Matter: Utilizing a team-based service model and having an advisory council composed of equity owners are effective mechanisms for ensuring service consistency and internal goal alignment. • Advice for Women in Finance: Aspiring women professionals should seek out firms that demonstrably align with their personal values and provide a genuinely supportive working environment.  #RIAMergers #FinancialAdvisor #WealthManagement #TheMatherGroup #ModelFA #RIAAcquisitions #FinancialPlanning #UnreasonableHospitality #BusinessStrategy #WomenInFinance #SuccessionPlanning #OrganicGrowth #TaxServices Connect with Jennifer des Groseilliers and The Mather Group: Website: TheMatherGroup.com Email: info@TheMatherGroup.com --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode of Remodelers On The Rise, Kyle sits down with Blair Roedel of BEC Innovations to talk about growing a remodeling business.   Blair shares how she went from launching a handyman company during COVID to eventually building it into a full remodeling business. They unpack what it's been like to separate the handyman side from the remodeling side, why that shift matters, and what she's learning along the way. ----- The Remodelers VIP Club is designed to help you strengthen the 6 Main Systems of your remodeling business in a step-by-step way through our Remodelers Roadmap. You'll have access to a treasure trove of short pre-recorded training to help you immediately address the weak points of your business. Learn more and sign-up here! ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit RemodelersOnTheRise.com today and take your remodeling business to new heights! ----- Takeaways The transition from handyman services to full remodeling requires a shift in mindset. Understanding the client journey is crucial for improving sales and service delivery. KPIs should focus on both lagging and leading indicators to drive business growth. Networking and building relationships are essential for securing larger projects. Charging for design development legitimizes the process and improves client commitment. A personalized client experience can enhance trust and satisfaction. It's important to allow team members to take ownership of their roles. Business growth requires a focus on foundational processes and financial stability. Regularly reviewing and refining KPIs can lead to better business outcomes. Embracing change and being open to new strategies is key to success. ----- Chapters 00:00 Introduction and Background 06:40 Transitioning from Handyman to Remodeling 12:39 Rebranding and Business Strategy 18:46 Client Journey and Design Development 24:36 Key Performance Indicators (KPIs) 26:52 Coffee Preferences and Personal Insights 28:49 Networking Strategies for Business Growth 30:33 Key Performance Indicators (KPIs) for Success 32:42 Excitement and Challenges in Business 34:47 Financial Foundations and Business Processes 38:42 Recognizing Team Contributions and Personal Growth 40:39 Takeaways and Reflections on Business Practices

In this episode, Peter D. Banko, President and CEO of Baystate Health, discusses stabilizing financial performance, expanding access to care, and integrating the health plan with providers to improve population health. He shares strategies for addressing structural challenges, enhancing patient access, and preparing for future health care headwinds.

What happens when activist investors call your multi-billion dollar acquisition the "single worst deal of the decade"? Most leadership teams would panic, but NRG Energy did the opposite: they doubled down on their people. While most large-scale acquisitions look great on a spreadsheet, they often fail because leadership loses sight of the human energy behind the numbers. In this episode, Peter Johnson, SVP and Head of Talent and Culture at NRG, reveals how his team navigated the acquisition of Vivint—a deal that tripled their workforce to 16,000 employees and was publicly condemned by activist investors as the "single worst deal" in the sector. While the announcement triggered a 25% stock crash, their leadership's commitment to a strategic "North Star" and a "don't crush the butterfly" cultural philosophy eventually drove a staggering 420% stock recovery. Peter explores the raw challenges of an 18-month integration, from the technical hurdles of migrating 16,000 employees between competing HR systems to the deeply emotional task of harmonizing job titles across disparate industries. By prioritizing the "why" behind the change and fostering a unified "One NRG" identity, the company successfully blended traditional corporate discipline with tech-forward innovation, nearly doubling employee engagement and proving that human-centric leadership is a massive financial win. If you're a CHRO, this episode shows what real value creation looks like when people come first.   ---------- Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/ Quick heads-up: my new book, The 8 Laws of Employee Experience, is a practical playbook for building an environment where people do their best work—preorder a copy here: 8EXlaws.com

In this episode of the Real Estate Pros Podcast, host Micah Johnson welcomes Tryf Christoforou, co-founder of 3CRE Advisors, to discuss his decade-long journey in the real estate industry. Tryf shares insights into his diverse business units, which include commercial and residential real estate, property management, and capital markets. He emphasizes the importance of understanding the foundational aspects of real estate, such as financing and relationship-building, which have been crucial to his success. Tryf also highlights the strategic growth of his company, adapting to market changes, and the significance of providing value to clients through a comprehensive suite of services.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------