Podcasts about strategic growth

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. The gaming industry is changing faster than ever, and survival depends on more than creativity alone. Today, we explore how independent studios can adapt, stay organized, and build ambitious projects in a competitive market.Joining us is Frédéric “Fred” Tremblay, Vice President of Strategic Growth at ALTKEY Studio. With nearly two decades of experience across global entertainment brands like Hasbro, Mattel, Disney, and Spin Master, Fred shares how ALTKEY combines indie agility with professional systems to create lasting growth.Key HighlightsIndie Adaptation: How small studios can turn market challenges into growth opportunities.INDIE. BIG. Model: Balancing creative freedom with strong operational discipline.Building Original IP: Creating flexible game experiences designed for long-term evolution.AI-Powered Prototyping: Using technology to test ideas faster and reduce development risk.Studio Scalability: Building processes that help indie teams take on bigger opportunities.Special Thanks to Our Partners:UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAADP Canada: https://www.adp.ca/en.aspxFor more expert insights, visit https://canadiansme.ca/ and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!To learn more about how we are supporting the ecosystem, please visit the CanadianSME Small Business Foundation at https://smbfoundation.ca/.Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

“Taking their ground game and putting it online is where credit unions have a lot of room to win against banks and fintechs.” – John McKusick Thank 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 McKusick, CEO of NextLeft. He joins me for this episode to discuss what it takes for credit unions to stand out in a world where most people begin their search online. He shares how his path to leading a digital marketing agency is anything but conventional because he originally dreamed of becoming a professional surfer, discovered a love for computers and design, and eventually built one of the country's largest independent digital marketing firms. Along the way, he became increasingly interested in using marketing to provide genuine value rather than simply chasing clicks, and today, that philosophy shapes NextLeft's work with credit unions!Throughout our conversation, John and I discuss why credit unions have a significant advantage that banks and fintechs can't easily replicate: their local relationships and community presence, and we talk about how bringing that “ground game” online via hyper-local digital strategies can help credit unions become more visible to the people they're trying to serve. We look at the credit union website in a different way—as the organization's main branch rather than simply a digital brochure, with John explaining how websites can better serve existing members while also addressing the questions and concerns that keep potential new members from joining. We also get into data and AI, including how credit unions can use search data to understand what matters to their communities without sacrificing the human connection that makes them distinctive.As we wrap up the conversation, John shares what's ahead for NextLeft, including the development of DuckDive AI and its effort to connect marketing and operational data, and, of course, we have fun with some rapidfire questions and talk surfing destinations, entrepreneurship, leadership, and finding a healthy relationship between work and life. John also leaves us with a challenge that I believe is worth hearing: credit unions have what it takes to win, and now they need to show people why. Enjoy my conversation with John McKusick!Connect with John:John McKusick, CEO of NextLeftnextleft.com John: LinkedInNextLeft: LinkedInShow notes from this episode:Place mentioned: San Diego, CAShout-out: NetflixShout-out: Discount Nutrition StoreShout-out: Gear InteractiveShout-out: universities.com Shout-out: Home BayShout-out: DuckDive AIShout-out: John's momShout-out: John's sisterPlace mentioned: NicaraguaPlace mentioned: The MaldivesPlace mentioned: MexicoPlace mentioned: Wilmington, NCPlace mentioned: TexasPlace mentioned: Orlando, FLBook mentioned: Shoe Dog: A Memoir by the Creator of Nike by Phil KnightShout-out: NikeShout-out: Michael JordanIn this episode:[0:51] - John reveals that he loves swimming and originally had hoped to be a professional surfer.[2:48] - John reflects on having built a successful digital marketing career, ultimately having founded NextLeft to deliver more valuable, effective agency work.[4:34] - NextLeft helps credit unions increase online visibility by turning their local community presence into a digital advantage.[6:46] - John asserts that credit union websites should seamlessly serve existing members while removing barriers for new members.[9:40] - Search data and AI help credit unions understand community needs and uncover valuable marketing opportunities.[11:08] - Looking ahead to the future, John discusses DuckDive AI and how it connects marketing and operational data.[13:12] - We discover why John looks up to his mom.[14:13] - John reveals some of his favorite surfing destinations as well as favorite places to travel for work.[16:06] - John recommends the book Shoe Dog.[16:54] - John believes that there doesn't always need to be a separation between your personal life and your work life.[18:22] - John urges credit unions to embrace their strengths, increase online visibility, and show people how they can win.

Most business owners think they're too small to be a target. They're not being targeted — they're being selected. Tables get turned. Host interviews David Dean Mauro about his true-crime cybersecurity trilogy The Moving Target — a book series about online camouflage, small business cyber risk, and the real cost of being visible online. Built from 400+ investigative interviews with cyber leaders, business owners, and criminal hackers, the trilogy follows Stevie Parker: competent, careful, busy — and breached anyway. No acronyms. No lecture. No IT background required. WHAT WE COVER:• Why "I'm too small to target" is the most expensive assumption in business• Selected vs. targeted — how criminal crews actually pick victims• Shadow AI: the risk sitting on every employee's phone (we unlock ours 260+ times a day)• How much criminals already know about you, your bank, and your kids• Inside a ransomware operation: quotas, shift changes, HR, healthcare, a board of directors• The bear and the shark — why defense in depth beats perfect security• Social engineering, plain English: they don't hack systems, they hack people• Who really pays after a breach (hint: it's not the brand in the headline) Fewer than 4% of cybercriminals look anything like the hoodie in the basement. Cybercrime is organized crime with an org chart. CHAPTERS00:00 Turning the Tables: Why a Cybercrime Trilogy for Business Leaders01:13 The Real Cost of Being Visible Online02:56 Meet Stevie Parker: The Competent Victim04:35 "I'm Too Small to Target" — The Most Expensive Myth in Business06:52 Selected, Not Targeted: How Criminals Actually Pick You10:20 Shadow AI: The Risk Hiding on Every Employee's Phone13:03 What Hackers Already Know About You and Your Family16:35 The Bear and the Shark: Outrunning Cybercrime19:25 Inside a Ransomware Gang: Quotas, HR, and a Board of Directors24:24 Beyond the Headlines: Who Really Pays When a Company Gets Breached Book three of The Moving Target releases September 22. Links and the data-broker opt-out checklist mentioned in the episode: [ADD LINK]  #cybersecurity #smallbusiness #ransomware #shadowAI #socialengineering #cybercrime #businessleadership #datasecurityQuestions? Text our Studio direct. We read these and when helpful we give a special shout out for those to contact us.True crime enters our homes and businesses daily. Learn from actual people who fight it daily and show you how in a thriller story. The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) Growth without Interruption. Get peace of mind. Stay Competitive-Get NetGain. Contact NetGain today at 844-777-6278 or reach out at DMauro@NetGainIT.com or find more at www.NETGAINIT.com   Support the showWant to Watch? Subscribe and stop reading about it after it happens: https://www.youtube.com/@CyberCrimeJunkies?sub_confirmation=1Hosted by David Dean Mauro. Former trial lawyer, AI Security Advisor, FBI InfraGard member, VP of Strategic Growth at NetGain Technologies, and author of the Moving Target Trilogy (#1 Amazon Hot New Release, 2026).MOVING TARGET TRILOGY. Nonfiction cybercrime thrillers.

“Find or do something in your career that you enjoy, and this will help bring passion to what you do every day.” - Marlene JuarezThank 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 Marlene Juarez, Vice President of Professional Services & Training at Origence. She joins me in this episode for a conversation about technology, lending, leadership, and the experiences that shape a career in the credit union movement. Tune in as Marlene reflects on how her path to her current role certainly wasn't a straight line. She shares how she started out in finance, where working in lending and collections taught her some valuable lessons about understanding borrowers. From there, she moved into the credit union world, eventually becoming a vice president before stepping back to spend more time with her growing family. That decision ultimately led her to Origence, where she has now spent more than two decades building expertise across credit unions, dealerships, lending, and technology.Throughout our conversation, Marlene and I discuss what makes Origence different from a traditional technology vendor, including its CUSO structure and deep connection to the credit union community. Marlene also shares why “Go Live” shouldn't be viewed as the finish line for a technology implementation but rather as the beginning of something that needs to evolve alongside a credit union's goals, members, and compliance requirements.We also talk a bit about AI, with Marlene making a truly compelling case for starting with something much less flashy: clean data, and we talk about what practical, useful AI should actually accomplish in lending as well as why reducing friction and producing meaningful results matters more than chasing the biggest promises.As we wrap up the conversation, we get into developing the next generation of leaders, the importance of mentorship, and the value of listening to new ideas, and, of course, Marlene undergoes our usual round of rapid-fire questions as we get to find out about her favorite way to splurge, her favorite book, her approach to work-life balance, what she looks for when traveling to a new city, and more! Enjoy my conversation with Marlene Juarez!Find the full show notes on cuinsight.com.Connect with Marlene:Marlene Juarez, Vice President of Professional Services & Training at Origenceorigence.com Marlene: LinkedInOrigence: LinkedIn | Facebook | X Show notes from this episode:Place mentioned: CaliforniaShout-out: CUDLShout-out: Marlene's first managerBook mentioned: Year of Yes by Shonda RhimesTV series mentioned: Grey's AnatomyTV series mentioned: ScandalPlace mentioned: HawaiiIn this episode:[0:52] - Hear how an exchange-student experience sparked Marlene's love of travel and inspired her international-relations ambitions.[1:37] - Marlene reflects on how her career evolved from lending and credit unions to leading teams and supporting Origence's national partners.[4:54] - As a CUSO rooted in credit unions, Origence understands their needs and evolves alongside them.[6:57] - Clean data enables effective AI, while young leaders bring fresh technological perspectives worth embracing.[8:25] - What is Marlene's focus for the road ahead?[11:08] - Marlene credits her first manager as having been an effective leader.[12:42] - Marlene reflects on what she loves about the book Year of Yes and also its author Shonda Rhimes.[14:03] - Working across time zones makes balance difficult, so Marlene unwinds with exercise, music, audiobooks, and puzzles.[15:01] - Marlene encourages others to pursue work that they enjoy, believing that passion makes careers more fulfilling.

When should founders start thinking about tax strategy — before revenue, before fundraising, or only once the business becomes profitable? In this episode of the Grownlearn Capital Podcast, Zorina Dimitrova speaks with Boris Musheyev, CPA, Certified Tax Strategist and founder of BORISMTAX, about how proactive tax planning can support business growth, investor readiness and long-term value creation. Boris explains how entity structure — including LLCs, S Corporations and C Corporations — can influence taxation, fundraising, investor expectations and eventual exit planning. The conversation also covers Section 1202 and QSBS, and why founders preparing to raise capital should consider tax structure much earlier than many do. For established and profitable companies, Boris discusses when traditional tax preparation is no longer enough and how businesses can move toward a more strategic approach to tax planning, cash flow, wealth preservation and estate planning. Zorina and Boris also explore the growing role of AI in accounting and tax advisory, including how automation is changing routine tax work while increasing the importance of higher-value strategic advice. In this episode: Startup tax strategy before fundraising LLC vs. S Corp vs. C Corp Entity structuring and investor readiness Section 1202 / QSBS and exit planning Tax planning for profitable businesses S Corporations, PTET and qualified business income Tax preparer vs. strategic tax advisor Wealth and estate planning for entrepreneurs AI in accounting and tax advisory Aligning tax strategy with the long-term business plan About Boris Musheyev Boris Musheyev is a CPA, Certified Tax Strategist and founder of BORISMTAX, a tax planning and advisory firm serving business owners across the United States. He is also host of the Tax Reduction Podcast and author of S-Corporation Tax Secrets. BORISMTAX: https://borismtax.com/ S-Corporation Tax Secrets: https://scorptaxbook.com/ About the host Zorina Dimitrova is a Strategic Growth & Capital Advisor and host of the Grownlearn Capital Podcast. Through Grownlearn, she works with scaling ventures on growth strategy, investment readiness, capital structuring, investor alignment, governance and M&A / exit preparation. https://grownlearn.org/

“You have to really understand yourself before you can be a leader of others.” – Deedee MyersThank 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 returning guest Deedee Myers, CEO of DDJ Myers. She joins me for this episode for a conversation about what it takes for credit unions to keep moving forward. We have previously talked about the future of credit union leadership, and this time, we're building on that discussion with a closer look at the people and practices that can make a real difference. We kick things off with the boardroom, with Deedee sharing why a high-performing board can become a genuine competitive advantage and why a status-quo mindset can have the opposite effect. The two of us discuss what separates boards that are actively shaping their organizations from those which have become too comfortable, including the importance of preparation, meaningful conversations, accountability and keeping pace with a changing industry.Throughout our conversation, we discuss technology, generational change, and the evolving role of HR, with Deedee explaining why board members need broader experiences with the technology and services their members use as well as why HR has an increasingly important seat at the planning table. Deedee also gives us a look at what's ahead for DDJ Myers and its expanding relationship with ALM First, including a more integrated approach to supporting credit unions from the balance sheet to the boardroom.As we wrap up the conversation, we have a little fun and so something a little unusual. Deedee's son Bryce Myers-Haeussler joins us for our rapid-fire questions, sharing his own career plans, favorite ways to recharge and some exciting personal milestones, and we finally wrap up with a reminder from DeeDee to recognize our own mastery, keep growing into it and help others find theirs! I hope that you enjoy this conversation with Deedee Myers!Connect with Deedee:Deedee Myers, CEO at DDJ Myers, Ltd.ddjmyers.comDeedee: LinkedInDDJ Meyers, Ltd.: LinkedInShow notes from this episode:Shout-out: ZoomShout-out: IPadShout-out: America's Credit Unions CouncilShout-out: Peter MyersShout-out: ALM FirstShout-out: Bryce Myers-HaeusslerBook mentioned: The Science of Scaling: Grow Your Business Bigger and Faster Than You Think Possible by Dr. Benjamin Hardy & Blake EricksonShout-out: OnPath Federal Credit UnionBook mentioned: The Gray Man Series by Mark GreaneyShout-out: Bryce's brother ScottShout-out: Eagle ScoutShout-out: Deedee's momShout-out: Grant ThorntonPrevious guests mentioned in this episode: Deedee MyersIn this episode:[1:09] - Deedee explains how high-performing boards drive strategic decisions, strengthen competitiveness, and avoid preserving the status quo.[4:54] - It's so important for boards to embrace technology, clarify their responsibilities, and evolve from oversight to strategic leadership.[7:26] - Hear how strategic HR aligns people, culture, and leadership with business priorities via workforce planning and development.[10:35] - A future-focused strategy integrates services while strengthening leadership, governance, talent, and measurable outcomes.[13:27] - Welcome Deedee's son Bryce to the show![14:28] - Hear what Deedee loves about the book The Science of Scaling.[14:58] - Bryce loves the Gray Man series of fictional books.[16:49] - Bryce reveals that he learned from his mom to start, persevere, and simply get the job done.[17:38] - Effective leadership begins with self-awareness, requiring us to understand and accept ourselves before influencing others.[18:27] - Deedee and Bryce share what they're looking forward to in the near future.[20:29] - Deedee encourages listeners to keep living into their mastery and to help others find theirs.

On this episode of Accelerating Government, host Dave Wennergren talks with a group of leaders about ACT-IAC's recently released Federal HR Management Technology Market Research Report.Guests:Jim Cook, founder and CEO, Action to Impact Strategies, LLC and chair, ACT-IAC Institute for Innovation. https://www.linkedin.com/in/james-cook-10ab23a/Gary Washington, chief strategy officer at ACT-IAC, former USDA CIO and past president of the American Council for Technology. https://www.linkedin.com/in/gary-washington-995413a5/Mark Abel, vice president, Capture and Strategic Growth and Go to Market Executive for Workforce Solutions, Maximus Federal. https://www.linkedin.com/in/mark-abel-2ab9931/Steve Krauss, principal, SLK Executive Advisory LLC and long-time ACT-IAC volunteer leader. https://www.linkedin.com/in/steve-krauss-b9b22/Additional Resources:To read the ACT-IAC Federal HR Management Technology Market Research Report: https://www.actiac.org/documents/federal-human-resource-management-technology-market-researchTo learn more about ACT-IAC, please visit our website: https://www.actiac.org/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover the limitations of backup plans in disaster recovery and learn why they may not be enough to ensure business continuity. Explore the importance of having a comprehensive recovery strategy that goes beyond just backups. Understand the risks and consequences of relying solely on backup plans and find out what you can do to improve your organization's resilience.Chapters00:00 Welcome: Why Having Backups Is Not the Same as Being Recovered02:00 RPO vs RTO Explained: How Much Data Loss Can Your Business Survive04:50 The Real Cost of Cheap IT and Why the CFO Needs to Be in This Conversation06:45 Backup vs Business Continuity: What Leaders Are Actually Paying For09:00 The Gap Nobody Talks About: Blind Trust and Untested Backups11:30 Ransomware Is Organized Crime: Profit Sharing, Shift Changes, and Dark Web Toolkits14:00 City of Florence Alabama: How a $330,000 Ransom Unfolded Step by Step18:00 Same Attack, Different Outcome: Why the Packaging Company Paid Nothing19:30 Immutable Backups Explained: What Happens When Hackers Target Your Backups First22:00 Questions Every Leader Should Ask Their IT Provider About Backup Hardening24:30 AI Has Changed Phishing Forever: Why Old Security Training No Longer Works26:00 Cloud Disaster Recovery in Practice: The Tire Company That Burned to the Ground29:00 WannaCry, Local Hospitals, and the Ransomware Stories Nobody Publicizes32:00 Healthcare on Paper: When Systems Go Down and Nobody Knows the Old Way35:00 What Downtime Actually Costs: Lost Revenue, Idle Staff, Lawsuits, and Reputation39:00 Your 90-Day Recovery Readiness Plan: Assessment, Testing, and Documentation41:30 The Mindset Shift: Making Your IT Provider Part of Your Business StrategyQuestions? Text our Studio direct. We read these and when helpful we give a special shout out for those to contact us.True crime enters our homes and businesses daily. Learn from actual people who fight it daily and show you how in a thriller story. The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) Growth without Interruption. Get peace of mind. Stay Competitive-Get NetGain. Contact NetGain today at 844-777-6278 or reach out at DMauro@NetGainIT.com or find more at www.NETGAINIT.com   Support the showWant to Watch? Subscribe and stop reading about it after it happens: https://www.youtube.com/@CyberCrimeJunkies?sub_confirmation=1Hosted by David Dean Mauro. Former trial lawyer, AI Security Advisor, FBI InfraGard member, VP of Strategic Growth at NetGain Technologies, and author of the Moving Target Trilogy (#1 Amazon Hot New Release, 2026).MOVING TARGET TRILOGY. Nonfiction cybercrime thrillers.

Todd Schiller is a co-founder and CEO of PixieBrix, (https://www.pixiebrix.com/) the AI platform for contact centers. It protects their revenue and data across the web applications their agents use to deliver support. We also cover Why So Many Companies ROLLED BACK AI and started over. He is great to learn from. Follow him here: https://www.linkedin.com/in/tschiller/Learn how data leakage happens through customer support and how your household computer detection works. Secure your digital footprint.CHAPTERS0:00 Meet Todd Schiller, Founder of Pixybrix1:25 Sim Mods to a PhD: Todd's Path Into Cybersecurity4:11 Defining Insider Risk Inside the Contact Center8:52 Gig Workers, Fast Growth and the Security Trade-Off11:31 Legacy Systems and the Business Logic Abuse Problem14:50 Real Fraud Cases: Porch Pirates and Address Fraud17:50 AI Agents, Deepfakes and Chatbots That Bind Your Business Legally23:26 Inside Pixybrix: Control Plane, Browser Extension, Policy Engine26:19 The Espresso Pod Fraud Ring32:20 Shadow AI, the Lethal Trifecta and Locking Down AI AgentsThis breakdown explains the mechanisms behind data leakage risks originating from standard customer support interactions. If you have ever wondered how an organization tracks specific devices or why your browsing habits might be flagged, this analysis clarifies the technical connections between your home hardware and corporate databases.Questions? Text our Studio direct. We read these and when helpful we give a special shout out for those to contact us.True crime enters our homes and businesses daily. Learn from actual people who fight it daily and show you how in a thriller story. The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) Growth without Interruption. Get peace of mind. Stay Competitive-Get NetGain. Contact NetGain today at 844-777-6278 or reach out at DMauro@NetGainIT.com or find more at www.NETGAINIT.com   Support the showWant to Watch? Subscribe and stop reading about it after it happens: https://www.youtube.com/@CyberCrimeJunkies?sub_confirmation=1Hosted by David Dean Mauro. Former trial lawyer, AI Security Advisor, FBI InfraGard member, VP of Strategic Growth at NetGain Technologies, and author of the Moving Target Trilogy (#1 Amazon Hot New Release, 2026).MOVING TARGET TRILOGY. Nonfiction cybercrime thrillers.

“AI companies have incredible convenience and are working on trust. Credit unions have trust and are working on convenience. The only question is who gets there first.” – Siva NarendraThank 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 Siva Narendra, CEO and Co-Founder of Tyfone who returns to the podcast after having previously been featured in episode 100. This time, he joins me to discuss how AI is changing financial services at an alarming rate and what that means for credit unions. Tune in as Siva shares why he believes trust remains credit unions' greatest advantage but also explains why that advantage won't last forever unless institutions rethink how they approach it. We talk about why simply adding AI-powered features isn't enough, how credit unions can remain central to members' financial lives, and why the race between trust and convenience is accelerating faster than many people even realize.Throughout our conversation, Siva and I also explore why he regards lending as one of the strongest long-term opportunities in the AI era, the growing importance of identity verification, and the security challenges that come with increasingly sophisticated AI tools. Along the way, he offers some practical insights into how Tyfone is building technology designed to help credit unions embrace innovation without compromising the relationships that have always set them apart.As we wrap up the conversation, Siva discusses the inventor who inspires him most, the surprisingly indispensable purchase that's become part of his daily routine, the podcasts he relies on to stay informed, and why gardening (and a daily commute with his wife) continues to help him maintain balance outside of work. Enjoy this conversation with Siva Narendra!Connect with Siva:Siva Narendra, CEO and Co-Founder of Tyfonetyfone.com Siva: LinkedInTyfone: LinkedIn | Facebook | Instagram | YouTube | Spotify (DIgital Panking Podcast) | XShow notes from this episode:Shout-out: AT&TShout-out: VerizonShout-out: NetflixTopic mentioned: OmnichannelShout-out: ChatGPTShout-out: AppleShout-out: Abraham LincolnShout-out: KeurigPodcast mentioned: Planet MoneyPodcast mentioned: The Indicator from Planet MoneyShout-out: Greg MichligTopic mentioned: The HolocaustShout-out: Siva's in-lawsShout-out: Siva's wifePrevious guests mentioned in this episode: Siva G. Narendra (episode #100)In this episode:[1:17] - Hear how digital banking is Tyfone's foundation for continuous innovation![2:56] - Siva argues that credit unions need to close the personalization gap while holding onto their advantage in member trust.[5:58] - Siva explains how SDK-based customization can leave institutions isolated, while frontier AI offers more personalized financial insights.[8:10] - Generative AI requires strong authentication, data controls, observability, and guardrails to remain secure and relevant![11:10] - Hear how lending still gives financial institutions an edge because of regulation, risk, institutional knowledge, and physical branches.[14:41] - As AI makes identities easier to fake, verifying people in person becomes more important than ever.[16:25] - Hear how Tyfone is working on authentication to help maintain trust as AI makes fraud easier.[18:22] - Hear why Siva admires Abraham Lincoln.[18:52] - Siva reveals what he loves about his Keurig coffee machine.[19:44] - Find out what podcasts Siva loves.[21:49] - Siva reminds us that physical branches, underwriting judgment, and loan officers remain irreplaceable assets that AI can't replicate.

“Trust is something that can only be built by consistently doing the right thing over an extended period of time.” - Jeremy DeBruinThank 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 Jeremy DeBruin, Senior Area Vice President at Gallagher. Jeremy's story perfectly captures what sets the credit union market apart, and he shares how growing up in a blue-collar family shaped his outlook on work, leadership, and service—and why a pivotal moment from his childhood gave him an appreciation for a people-first philosophy. We discuss Jeremy's path into executive benefits, and the role Gallagher plays in helping credit unions hold onto exceptional leaders while remaining accountable long after a plan is put into place. Jeremy explains why his team is committed to providing guidance, administrative support, and follow-through for decades, ensuring credit unions have a trusted partner throughout the life of every plan!Throughout our conversation, we spend time discussing what the strongest organizations are doing to prepare for the future, from succession planning and attracting younger leadership to building cultures that encourage talented people to stay and grow. Jeremy offers some thoughtful insights into how trust is earned, why patience often leads to better decisions than chasing the latest trend, and how an entire team working behind the scenes helps deliver the consistency clients depend on year after year.As we wrap up the episode, Jeremy undergoes the usual round of rapid-fire questions, and he shares the leadership lessons that he learned from his father and longtime mentor Rich Brock. He also shares his fascination with mechanical watches, his favorite places to travel, the books that help keep his priorities in perspective, and why he remains deeply grateful to spend his career serving credit unions. Enjoy my conversation with Jeremy DeBruin!Connect with Jeremy:Jeremy DeBruin, Senior Area Vice President at Gallagherajg.com Jeremy: LinkedInGallagher: LinkedIn | Instagram | Facebook | X | YouTubeShow notes from this episode:Shout-out: Oakland AthleticsShout-out: New York Stock ExchangeShout-out: Jeremy's parentsShout-out: Campbell's SoupShout-out: Dave RamseyShout-out: Bank of AmericaPlace mentioned: Sacramento, CAPlace mentioned: New York City, NYShout-out: Rich BrockShout-out: ApplePlace mentioned: Anchorage, AKShout-out: Home DepotBook mentioned: Tuesdays with Morrie by Mitch AlbomBook mentioned: Have a Little Faith by Mitch AlbomBook mentioned: For One More Day by Mitch AlbomShout-out: Jeremy's wifeShout-out: Jeremy's kidsShout-out: Mother TeresaIn this episode:[0:51] - Jeremy reflects on how his childhood fascination with the stock market sparked an early interest in finance.[2:46] - For Jeremy, watching his parents switch to a credit union inspired a lifelong appreciation for member-focused banking.[5:08] - Hear how a church mission and college connections led Jeremy to executive benefits and Gallagher.[7:37] - Gallagher helps credit unions retain leaders via benefits and support.[9:55] - Jeremy explains that future-ready credit unions prioritize younger boards, succession planning, and cultures which attract emerging leaders.[11:35] - Jeremy argues that maintaining trust requires consistent integrity, careful recommendations, and lasting client accountability.[14:05] - Jeremy points out how behind every executive benefit recommendation is a great deal of analytical work from an unseen support team.[16:30] - Gallagher prioritizes long-term administrative support for executive benefit plans lasting even decades after implementation.[18:47] - Learn why Jeremy looks up to his dad as a leader.[22:12] - Jeremy is enthusiastic about his love for mechanical watches.[23:11] - Jeremy reflects on how a hometown board meeting reminded him that volunteer directors represent ordinary members like his parents.[26:16] - We discover why Jeremy loves Mitch Albom's books.[27:21] - Staying present with family and friends is Jeremy's main strategy for managing work-life balance.[28:58] - Jeremy remains deeply grateful to support credit unions whose mission positively impacts everyday people.Consulting and insurance brokerage services to be provided by Gallagher Benefit Services, Inc. and/or its affiliate Gallagher Benefit Services (Canada) Group Inc. Gallagher Benefit Services, Inc., a non-investment firm and subsidiary of Arthur J. Gallagher & Co., is a licensed insurance agency that does business in California as “Gallagher Benefit Services of California Insurance Services” and in Massachusetts as “Gallagher Benefit Insurance Services.”Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice.

In this episode of Health Harmony & Heather, Heather is with Charles Brun, co-founder of the global French eyewear brand IZIPIZI. What started 15 years ago as a simple solution for high school friends' mothers who couldn't find stylish, comfortable, and affordable reading glasses has transformed into a worldwide lifestyle brand selling in 90 countries and over 9,000 stores. Charles shares the entrepreneurial journey behind IZIPIZI—from launching at the iconic Paris boutique Colette to navigating the challenges of expanding into the U.S. market. Together, Heather and Charles discuss: The Power of Purpose-Driven Design: How necessity, classic aesthetics, and affordable pricing created a "masstige" product that fits every family member and moment in life. Thriving in a Business Partnership: The "thruple" dynamic behind three high school friends turned lifelong business partners, and the strict rules that have kept their relationship strong for 15 years. Strategic Growth & Adaptability: Rebranding from C Concepts to IZIPIZI, transitioning to sustainable, 100% bio-based materials, and balancing wholesale, e-commerce, and curated retail partnerships like MoMA and Nordstrom. Resilience in Entrepreneurship: How to push through rejection, navigate local market differences, and stay true to your vision during challenging economic times. Whether you're an aspiring entrepreneur, a design lover, or simply looking for inspiration on living authentically and harmoniously, this episode offers invaluable insights on turning a simple idea into a global success story. Connect & Shop: Find IZIPIZI frames at izipizi.com, Amazon, or select retailers like Bloomingdale's, Nordstrom, and MoMA Design Stores. Tune in to explore all things that lead to your innermost truth, happiness, and freedom! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the 17 County Podcast, we sit down with Lisa Hurley, Executive Director of York County Development Corporation, for an inside look at several projects helping shape the future of York County. Lisa explains why housing is an essential part of economic development and how YCDC's Rural Workforce Housing Revolving Loan Fund can support smaller multifamily projects, upper-story housing, and the rehabilitation of existing homes. We also introduce the new “Did You Know?” campaign, which is designed to highlight the businesses, products, services, organizations, and people found throughout York County. Lisa shares why supporting local businesses and telling their stories are important parts of strengthening our economy. The conversation also explores the third annual SPARK Small Business Pitch Contest, the resources available to local entrepreneurs, and how even a small amount of funding can help move a business forward. Finally, Lisa takes us behind the scenes of YCDC's five-year strategic planning process, its newly identified target industries, and the importance of using data, collaboration, and long-term thinking to prepare York County for future opportunities. If you're interested in housing, entrepreneurship, community development, or the strategy behind York County's growth, this episode offers a closer look at the work happening behind the scenes.

In this episode of Business Coaching Secrets, Karl Bryan and Road Dog dive deep into the realities of building a resilient coaching business, mastering the art of "fight vs flight," and unlocking powerful frameworks for breakthrough results. From examining how billionaires like Grant Cardone handle adversity, to deconstructing flywheels and explaining the mindsets behind lasting client success, this episode is packed with actionable insights for coaches who want more clients, better retention, and a roadmap to real impact. Key Topics Covered Resilience & The Billionaire Mindset Karl Bryan reflects on Grant Cardone's public deposition, revealing four instinctive reactions—fight, flight, pause, panic—and why adopting a "front foot" (fight) mentality is the root of Cardone's success. Coaches are urged to reframe setbacks as opportunities to advance, not retreat. The Power of Constraints Constraints aren't negatives—they sharpen priorities. Karl Bryan explains how the greatest business breakthroughs are a result of recognizing your true constraints (time, resources, trust) and purposefully designing around them. Answering "What Do You Want?" Coaches and clients alike struggle deeply with this. Karl Bryan demonstrates chunking big goals into sturdy, next steps, and details the process of clarifying starting/finishing lines for measurable progress. The Tony Robbins Framework & The Dickens Process Karl Bryan unpacks Tony Robbins' "state, story, strategy" model and reveals how mapping contrasting visions of the future (Dickens Process) drives emotional clarity and actionable goals. Flywheels, Not Straight Lines The world's biggest companies and the best coaches design their businesses around powerful, self-reinforcing flywheels. Real-world business and mindset flywheel examples show how compounding growth—or compounding negative cycles—shape everything. Mindset, Procrastination, and Internal Game Exploring the circular patterns of mindset, procrastination, and beliefs, Karl Bryan outlines the mechanics behind both upgrade and decline—and how the stories we tell ourselves determine our external success. The Moment of Zen The power of "allowing" vs. "making"—why real peace, presence, and long-term fulfillment in business and life are the ultimate inside job. Notable Quotes "Game is great at recognizing game. In adversity, the world splits into fight, flight, pause, or panic. Billionaires go to fight. Most people go to the other three." — Karl Bryan "Constraint is a powerful topic to understand. The largest constraint in any business owner's life is their calendar… Show me your calendar, and I'll show you your priorities." — Karl Bryan "You don't want to die wondering. The magic in your life is in the action you're avoiding." — Karl Bryan "State drives the story, and the story drives the strategy. Most people obsess on strategy when it's really your emotional state and narrative that matter most." — Karl Bryan "Needing nothing attracts everything. Ambition breath stinks. When you feel successful, you want less. When you feel less successful, you want more." — Karl Bryan Actionable Takeaways 1. Embrace Fight Mode: In business and life, setback is inevitable. Train your nervous system to advance, not retreat. Consciously adopt a playoff-series mentality: leave it all on the field, every time. 2. Build Around Real Constraints: Audit your true constraints—time, capital, trust—and design offers, presentations, and business models that directly address them. 3. Chunk the Impossible: To help clients answer "what do you want?", employ chunking: break big visions into sturdy, actionable next steps. Clarify starting and finishing lines for every initiative. 4. Implement Flywheels, Not Funnels: Map your coaching business or offer as a flywheel, identifying self-reinforcing loops (e.g., attendee experience → higher status → better attendees → more referrals). 5. Upgrade Your Internal Game: Coach yourself and clients through the flywheel of beliefs, values, identity, and stories. Intervene early on negative cycles (like procrastination) before they accelerate. 6. Allow, Don't Just Force: Balance relentless action with the wisdom of "allowing"—letting results and opportunities emerge without anxious over-effort. Be present, not just productive. Resources Mentioned Think and Grow Rich The essential classic for all coaches (emphasized for its principle of thinking first). Profit Acceleration Software™ Developed by Karl Bryan, essential for demonstrating real-time value and helping clients see the financial upside of coaching. Tony Robbins Events Especially "Unleash the Power Within" and the "Dickens Process" for vision setting and emotional transformation. Focus.com Daily strategies, frameworks, and community for coaches at all stages. If you enjoyed the episode, subscribe, share with a fellow coach, and leave a review. See you next week on Business Coaching Secrets! Ready to elevate your coaching business? Don't wait! Listen to this episode now and make progress toward your boldest goals. Visit Focused.com for more information on Profit Acceleration Software™ and to connect with a thriving community of coaches. Get a demo at: https://go.focused.com/profit-acceleration

In this episode, we sit down with DeeAnn Palin, founder and CEO of On Point Business Solutions, to explore how talent strategy can either drain a business or become a powerful driver of growth. Known as the CEO Whisperer, DeeAnn has spent more than 20 years in executive leadership and over a decade helping founder-led companies avoid costly talent mistakes, improve EBITDA, and prepare for strategic growth and transition. Drawing on her experience leading operations, turnarounds, and transformational growth initiatives, DeeAnn shares why HR is often misunderstood as an expense instead of being leveraged as a strategic business asset. During our time together, we discuss:Why traditional HR is often viewed as a cost center—and how that mindset limits growthThe concept of the “Million Dollar Mistake” and how hidden talent problems quietly erode profitabilityThe role HR should play in helping CEOs achieve long-term growth objectivesHow modern assessment tools and AI can improve leadership effectiveness, team performance, and hiring decisionsWhy organizations should rethink their total rewards strategy rather than focusing solely on compensationHow to solve talent gaps without overspending on the wrong benefits, incentives, or hiresA real-world case study showing how one organization transformed culture, performance, and financial outcomes through strategic talent managementThe importance of Jim Collins' Hedgehog Concept in aligning talent with organizational successThis episode provides practical insights for leaders who want to unlock hidden value in their workforce and build people systems that accelerate business growth.To learn more from DeeAnn visit www.onptbiz.com Request a business X-ray assessmentLearn more about Aptiv Index and strategic talent solutionsConnect with the On Point Business Solutions team

Do successful leaders need to be ruthless, or can kindness, character, and high performance coexist?In this episode of Success Leaves Clues, Robin and Al sit down with Scott Vanderwel, CEO of PointsBet Canada, for a candid conversation about people-first leadership, strategic growth, employee empowerment, and building a successful company without compromising who you are.Scott was brought in to build PointsBet Canada before Ontario's regulated online gaming market officially opened. Starting with a team of three, an emerging industry, and no established Canadian brand presence, he had to determine where the company could compete, how it would earn trust, and which opportunities were worth pursuing.He shares how PointsBet used strategic partnerships with organizations including Maple Leaf Sports & Entertainment, Curling Canada, the NHL Players' Association, the NBA, and the NFL to establish credibility in a rapidly evolving market. Scott also explains why being ready on day one, controlling the company's technology, and focusing on in-play betting gave PointsBet a meaningful point of differentiation.But the heart of this conversation is not betting. It is leadership.Whether you are a CEO, entrepreneur, people leader, executive, or emerging leader, this conversation is a powerful reminder that success is not only measured by what you build. It is also measured by how you treat people while building it.You'll hear about:How Scott Vanderwel built PointsBet Canada from the ground up What leaders learn inside a startup that established businesses cannot teach them How strategic partnerships helped an unfamiliar brand earn trust Why choosing what not to pursue is essential to business strategy How PointsBet differentiated itself through proprietary technology Why geographic focus helped the company concentrate its resources Why strategy means little if you cannot move people toward it Why Scott's team believes he should run a CEO school How leaders can inspire people to contribute their “extra 25%” Scott's personal definition of success and stakeholder balance Why you do not have to be ruthless to become successful How to make difficult people decisions while preserving dignity How regulated gaming can create greater consumer protection The example Scott hopes to leave for the next generation of leadersWe talk about:00:00 Al McDonald's Great Cycle Challenge for SickKids 00:56 Meet Scott Vanderwel, CEO of PointsBet Canada 02:23 Building PointsBet Canada before Ontario's market opened 05:02 Creating a market-entry strategy in a brand-new industry 06:08 Earning trust through major Canadian sports partnerships 08:13 The skills Scott carried from Rogers into the CEO role 13:09 Choosing where to compete and where not to play 16:00 How in-play betting became a competitive advantage 18:27 Why starting with Ontario gave PointsBet greater focus 21:08 Why Scott's team says he should run a CEO school 23:24 Creating the conditions for people to do their best work 28:18 Scott's personal definition of success 33:12 The mentors who shaped Scott's leadership 35:13 Why successful leaders do not have to be ruthless 40:56 Making difficult decisions with consistency and humanityConnect with ScottLinkedIn: https://www.linkedin.com/in/scottyvanderwel/ Website: https://join.pointsbet.ca/ Connect with UsLinkedIn: Robin Bailey and Al McDonald Website: Aria Benefits and Life & Legacy Advisory Group

"Procurement's future is bright, when we continue to do it the right way for the right reasons." - Travis Hodge, Director of Enterprise Sourcing & Procurement at nVent Procurement is no longer just a back-office function. As business models shift and digital transformation accelerates, procurement leaders face more pressure (and more opportunities) than ever to become true business partners.  Supplier experience, strategic talent, and AI-enabled efficiency are fast becoming the new playbook for teams aiming to drive results in hyperscale markets. This episode features Travis Hodge, Director of Enterprise Sourcing and Procurement at nVent, who shares how his organization is reinventing both its processes and culture to keep pace with customer needs and rapid growth. Recorded at Ivalua's 'Procurement Innovation on Tour' Summit in Chicago, Travis offers candid insights on supplier segmentation, why executive sponsorship matters, and the operational and emotional impact of genuine employee engagement. His approach starts with treating suppliers as partners and ensuring procurement is measured not just on savings, but on real business value delivered in order to position procurement as a growth engine. In this episode, Travis discusses: -Reframe supplier experience as a cornerstone of transformation and value -Leverage executive sponsorship to unlock strategic change -Connect AI, automation, and data strategy to tangible business outcomes -Prioritize employee experience as a real differentiator   Links: Travis Hodge on LinkedIn: https://www.linkedin.com/in/travis-hodge-phd-612139125/  Procurement Innovation on Tour: https://www.ivalua.com/procurement-innovation-on-tour/  Subscribe to the AOP Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe  Subscribe to Art of Procurement on YouTube: https://www.youtube.com/@ArtofProcurement   

“The institutions we will see win with AI will be the ones that use it to become more human.” - Laurie FlandersThank 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 Laurie Flanders, SVP of Client Experience & Growth at Strum Platform. She joins me for this episode to shed light on a common misconception about data: that collecting more of it automatically leads to better member experiences. Laurie challenges that assumption, exploring why data alone isn't enough. Instead, she explains what it takes for credit unions to transform information into meaningful action that delivers real value for members. She reflects on her unconventional career path from studying English to working in banking, risk management, branch operations, and ultimately helping credit unions strengthen relationships with members via technology.Throughout our conversation, Laurie explains why understanding data matters far more than simply having it and how disconnected systems often prevent institutions from delivering the experiences that members expect. We also discuss Strum Platform's new CRM built specifically for credit unions and why an approach focused on relationships looks very different from the sales-first CRMs that dominate the market. Laurie explains how bringing member information together in one place can help employees serve members more effectively without adding yet another complicated system to their daily workflow.As we wrap up the conversation, we turn to the timely topic of AI. Laurie makes the case that, rather than replacing employees, AI has the potential to eliminate tedious work, giving people more time to focus on what matters most: building genuine human connections. We discuss how credit unions can embrace emerging technology while staying true to the people-first philosophy that has always set them apart, and, of course, Laurie undergoes our usual round of rapid-fire questions. Enjoy this insightful conversation with Laurie Flanders!Connect with Laurie:Laurie Flanders, SVP of Client Experience & Growth at Strum Platformstrumplatform.com Laurie: LinkedInStrum Platform: LinkedInShow notes from this episode:Shout-out: Lee AllenShout-out: Laurie's grandmotherPlace mentioned: Scottsdale, AZShout-out: MAC 2026 ConferenceBook mentioned: Good to Great: Why Some Companies Make the Leap...And Others Don't by Jim CollinsShout-out: Laurie's childrenIn this episode:[1:02] - We learn that Laurie originally wanted to be a middle school English teacher.[2:00] - Laurie traces her journey from banking compliance to helping credit unions use member data.[5:59] - Laurie reveals how Strum Platform unifies member data to deliver more personalized financial guidance.[8:11] - Data creates value only when connected, understood, and turned into meaningful action.[11:02] - Strum Platform's CRM gives every employee a unified view in order to strengthen member relationships.[14:29] - Integrated systems improve personalized member service by keeping everyone on the same page.[16:23] - AI should ultimately empower employees by strengthening human relationships, not replacing them.[18:53] - Strum Platform will keep investing in AI, innovation, and partnerships to help credit unions thrive.[21:00] - Laurie cites her grandmother as a perfect example of an effective leader.[24:25] - Learn why Laurie recommends the book Good to Great.[25:31] - Laurie prioritizes being fully present for both her family and her career in order to maintain balance.[26:44] - Laurie argues that credit unions should use technology and data to strengthen relationships and guide future growth.

From Invisible to Irresistible: Webinar Success & Strategic Growth with Nyrie RoosIn this episode, we explore how women in business can scale sustainably, avoid burnout, build strong marketing foundation. How to leverage webinars and partnerships strategically with Nyrie Roos from Explosion Marketing.Marketing strategist and webinar conversion specialist Nyrie Roos joins me for my 200th podcast interview.She delivers a masterclass on building a business that is both profitable and sustainable.With over $47 million in webinar sales generated and decades of experience in lead generation, conversion optimisation, and automated funnels, Nyrie brings a grounded, practical approach to online marketing. In this conversation, she shares how collaboration, focus, and strong foundations can dramatically improve business outcomes—especially for women who often feel stretched thin trying to “do it all.”Nyrie explains the difference between Joint Ventures and Affiliate Partnerships, how to test your offers before scaling, and why strategy—not tactics—is what prevents burnout and creates predictable growth.She also emphasises the power of good communication with your database and why staying true to your mission is vital when distractions are everywhere.Women in business face challenges such as inconsistent client acquisition, wearing too many hats, and uncertainty around how and when to use AI. Nyrie unpacks each challenge and offers clear steps to overcome them so your time and energy can stay focused on your zone of genius.Whether you're launching webinars, strengthening your marketing systems, or planning for a more aligned business year ahead, this episode offers powerful insights you can apply immediately.Key Takeaways for Webinar and Business Success Have a clear plan and follow it consistently Review your plan regularly to stay aligned Don't deviate from your mission — stay focused on what you truly want Build strong foundations before scaling Collaboration and expert support can fast-track growth Guest Contact DetailsEmail: nyrie@explosionmarketing.com.auPhone: 0439 558 606Business: Explosion MarketingSocial Links:LinkedIn: https://www.linkedin.com/in/nyrieroosleads/YouTube: https://www.youtube.com/@ExplosionMarketingWe Are Women Podcast Host — Janeen VosperJaneen Vosper is a Brand Authority Specialist, international speaker, and host of the We Are Women Podcast. With decades of experience in sales, communication, and storytelling, she helps professionals develop a confident voice, craft powerful brand stories, and build authentic connections that convert.Website: www.janeenvosper.comLinkedIn: https://www.linkedin.com/in/janeenvosperbrandauthorityspecialist/ If you enjoyed this episode, subscribe to the We Are Women Podcast on your favourite listening platform or on YouTube — and share it with women who are ready to build a more focused, strategic, and sustainable business.

Breaking Through the Dream: Discovering What's Real|Aja Emmanuel IntroductionAja Emmanuel is the Vice President of Strategic Growth at Art+Logic, one of America's oldest and most respected custom software development firms. For more than 30 years, Art+Logic has helped startups, enterprises, and organizations solve complex challenges through custom software, AI, hardware, and emerging technologies.Aja specializes in helping entrepreneurs transform ideas into investable businesses by combining technology strategy, product development, storytelling, and market positioning. Throughout his career, he has worked on major enterprise technology initiatives, including billion-dollar implementations, giving him a unique perspective on what it takes to build, scale, and successfully bring innovative ideas to market.Innovation has been a lifelong theme for Aja. He is the co-founder of BKE Tech, an award-winning music technology company created alongside legendary producer Bob Ezrin, known for his work with artists including Pink Floyd, KISS, and Alice Cooper, and Grammy-winning producer Dallas Austin, known for his work with artists including TLC, Boyz II Men, and Michael Jackson. Together, they developed groundbreaking tools at the intersection of music and technology.Links:https://www.artandlogicvf.com/TagsAI & Data ScienceSupport PEG by checking out our Sponsors:Download and use Newsly for free now from www.newsly.me or from the link in the description, and use promo code “GHOST” and receive a 1-month free premium subscription.The best tool for getting podcast guests:https://podmatch.com/signup/phantomelectricghostSubscribe to our Instagram for exclusive content:https://www.instagram.com/expansive_sound_experiments/Subscribe to our YouTube https://youtube.com/@phantomelectricghost?si=rEyT56WQvDsAoRprRSShttps://anchor.fm/s/3b31908/podcast/rssSubstackhttps://substack.com/@phantomelectricghost?utm_source=edit-profile-page

Learn why Cyber criminals hate Huntress, why we use them daily and why they help stop cyber crime in the SMB space. What if the people protecting small businesses had no idea they were already inside?Jeremy Young was employee #19 at Huntress Security. He watched MSPs go from ignoring cybersecurity to being the frontline defense against organized criminal groups running attacks like a business.Here is what stopped us cold: 70% of ransomware attacks now target small and mid-sized businesses. And most of them have no dedicated security team.Chapters00:00 Welcome Jeremy Young from Huntress Security 02:15 From Fortune 500 to Startup Employee Number 19 05:30 How HP Direct Taught the Wrong Way to Work the Channe 08:45 Why Jeremy Left Verizon and Joined the MSP World 12:00 Duo Security, Cisco Acquisition, and Meeting the Huntress Founders 16:20 Huntress Mission: Bringing Cybersecurity to the 99 Percent 18:45 Big Company Skills That Actually Transfer to Startups 22:00 Process Documentation and Building What Does Not Exist Yet 25:30 Two Types of People at Every Company: Fixers vs Bystanders 28:15 Ownership Mentality, Shareholder Value, and Going Beyond Your Title 31:00 Radical Candor, Difficult Conversations, and Remote Work Culture 44:30 Mentorship That Works: Homework, Follow Through, and Self Selection 48:00 How Jeremy Mentors the People Who Actually Do the Work 51:20 Lessons From Thailand Floods: Do Not Bow to a Title 54:45 Respecting Humans First and Hanging Up on Screaming CEOs 57:30 Leadership Lessons, Final Thoughts, and How to Follow Jeremy YoungQuestions? Text our Studio direct. We read these and when helpful we give a special shout out for those to contact us.True crime enters our homes and businesses daily. Learn from actual people who fight it daily and show you how in a thriller story. The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) Growth without Interruption. Get peace of mind. Stay Competitive-Get NetGain. Contact NetGain today at 844-777-6278 or reach out at DMauro@NetGainIT.com or find more at www.NETGAINIT.com   Support the showWant to Watch? Subscribe and stop reading about it after it happens: https://www.youtube.com/@CyberCrimeJunkies?sub_confirmation=1Hosted by David Dean Mauro. Former trial lawyer, AI Security Advisor, FBI InfraGard member, VP of Strategic Growth at NetGain Technologies, and author of the Moving Target Trilogy (#1 Amazon Hot New Release, 2026).MOVING TARGET TRILOGY. Nonfiction cybercrime thrillers.

“Infrastructure used to be invisible. Now, it's the brand. ” - Kamila ThompsonThank 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 Kamila Thompson, Senior Director of Growth at Nexcess. She comes on the show to discuss the way that we think about technology, trust, and the future of digital banking. Listen as we talk about protecting a credit union's core system and why the systems surrounding it can have an even more profound impact on security, compliance, and the member experience.Throughout our conversation, Kamila explains how digital transformation has left many institutions managing vendors and integrations, creating complications that often are not understood until an examination or outage exposes the gaps. She shares some practical insights into why leaders need to explain the “why” of their technology in plain language, and we also discuss what organizations can do to better prepare for future exams while strengthening resilience behind the scenes. We explore how member expectations have changed over time—reliability is no longer defined by branch hours or friendly service alone but is measured by whether digital experiences work flawlessly when members need them. Kamila makes the case that infrastructure has become part of a credit union's brand and that trust is built via consistent and dependable technology!As we wrap up the episode, Kamila looks ahead to AI-ready infrastructure, the growing role of purpose-built cloud environments, and why credit unions shouldn't have to choose between innovation, compliance, and security. She also undergoes our usual round of rapid-fire questions, and you're going to want to tune in for her answers. Enjoy my conversation with Kamila Thompson!Connect with Kamila:Kamila Thompson, Senior Director of Growth at Nexcessnexcess.com Kamila: LinkedInNexcess: LinkedIn | YouTubeShow notes from this episode:Shout-out: Indiana JonesShout-out: Kamila's daughterShout-out: Star WarsShout-out: Kamila's grandfatherShout-out: Robbie's grandfatherPlace mentioned: CaliforniaPlace mentioned: WashingtonPlace mentioned: New YorkPlace mentioned: New JerseyPlace mentioned: Nashville, TennesseePlace mentioned: The Great Smoky MountainsBook mentioned: The MANIAC by Benjamin LabatutShout-out: John von NeumannIn this episode:[1:30] - Hear how Kamilla found an ideal fit at Nexcess, combining her passions for marketing, data, and secure infrastructure.[4:58] - Kamilla discusses how rapid digital transformation often leads to hidden compliance risks without a strong infrastructure foundation.[7:21] - It's important for leaders to understand and document their digital infrastructure to meet regulatory expectations.[9:44] - Reliable digital infrastructure has become central to member trust, satisfaction, and long-term retention.[12:32] - For the foreseeable future, Nexcess will be focusing on AI-ready infrastructure, as it enables financial institutions to scale without sacrificing speed or compliance.[13:54] - We learn why Kamilla looked up to her grandfather.[15:11] - Traveling with Nexcess has inspired Kamilla to explore Nashville and the Smoky Mountains.[15:52] - Hear why Kamilla recommends the book The MANIAC by Benjamin Labatut.[16:46] - Kamilla explains how getting up early helps her maintain balance.[17:41] - In closing, Kamilla argues that lasting digital trust depends on reliable infrastructure, not just polished apps.

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Jason Ozur, co-CEO of Lido Advisors, about the firm’s growth from a six-person team managing roughly $400 million to one of the largest RIAs in the country with nearly $50 billion in assets under management. Jason discusses how a strong focus on organic growth, standardized investment processes and client service helped lay the foundation for expansion before the firm accelerated its growth through acquisitions and strategic capital partnerships. He also shares how employee ownership, cultural integration, technology investments and artificial intelligence initiatives are shaping Lido’s future as it continues to expand its capabilities and geographic reach. Jason shares: Growing Lido from a small advisory firm into a national RIA through organic growth and acquisitions How the firm has built wide-spread employee ownership—including million-dollar-plus equity stakes for over 70 Lido partners.  The importance of investment management, including alternatives, and how unique diversification strategies can enhance a firm's value to clients.  How Lido's executives think about handling data to remain as flexible as possible for future tech enhancements.  How he has organized the executive leadership team's roles and responsibilities—including a second chief executive officer in Ken Stern. Resources: Listen to the RIA Edge Podcast on Wealth Management Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts Listen and Subscribe to the RIA Edge Podcast on Spotify Connect With David Armstrong: Wealth Management LinkedIn: Wealth Management LinkedIn: David Armstrong Twitter: David Armstrong LinkedIn: Informa Connect With Jason Ozur: LinkedIn: Jason Ozur LinkedIn: Lido Advisors Website: Lido Advisors About Our Guest: Jason Ozur is Co-Chair of Lido's investment committee. He is responsible for the management of Lido's alternative investments and is an integral part of the firm's due diligence on real estate-oriented strategies.  Education: B.S., California State University at Northridge Previous Work Highlights: Jason started his career as a CPA performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, he joined a large family investment office, where he was on the investment team that managed the family's substantial investments and served as CFO of its worldwide water conservation company that did business in over 22 countries. He also provided financial oversight as controller of a multi-billion-dollar Los Angeles-based hedge fund. Personal Facts: Jason takes on a mentorship role to help facilitate a company culture of progression, excellence, and integrity.

"Direct issuance offers credit unions the ability to have more touch points and connect with their members to help solve business challenges.” - Geoff DeanThank 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 Dan Hanks, SVP of Global Product Management, and Geoff Dean, Director of Commercial Product Management - both of i2c Inc. They come on board for this episode to talk about how card programs can play a much bigger role in a credit union's long-term success than many people may realize, which is why more credit unions are taking a fresh look at self-issuance and how today's technology is making that option more accessible to institutions that may have ruled it out in the past.Throughout our conversation, we compare the traditional agent banking model with self-issuance, explaining some of the differences when it comes to control, profitability, and the overall member experience. Dan and Geoff discuss why owning more of the card program can help credit unions strengthen member relationships, respond more effectively to member needs, and protect the trust that sets them apart from larger financial institutions. They also explain why self-issuance isn't simply about issuing cards but is also about creating better products, offering more flexibility, and positioning credit unions to serve members in more meaningful ways.As we wrap up the episode, we explore how modern processing platforms support the ability to self-issue while also reducing many of the barriers that once made self-issuance difficult for smaller organizations. They offer some memorable closing remarks, persuading credit unions to leverage modern technology to incorporate self-issuance, stressing the importance of strengthening member relationships. Enjoy my conversation with Dan and Geoff! Connect with Dan & Geoff:Dan Hanks, SVP of Global Product Management at i2cGeoff Dean, Director of Commercial Product Management at i2ci2cinc.com Dan: LinkedInGeoff: LinkedIni2c: LinkedIn | InstagramShow notes from this episode:Place mentioned: Silicon Valley, CAShout-out: Wells FargoShout-out: AppleShout-out: GoogleIn this episode:[1:03] - Hear how self-issuance gives credit unions more control and revenue opportunities as well as stronger products.[3:20] - Geoff adds that self-issuance strengthens member relationships while enabling customization and program control. [6:10] - Direct issuance helps credit unions resolve member needs faster via stronger relationships and better visibility.[8:18] - Dan argues that competitive self-issued cards help credit unions strengthen loyalty and protect valuable member relationships.[10:30] - Hear why it's so crucial to find the right partner.[12:33] - In closing, credit unions should reconsider self-issuance, as modern solutions have made it viable for more institutions.

Children's Nebraska transformed fragmented data into a strategic asset by creating a centralized data warehouse and executive-facing Power BI dashboards. In this episode, learn how the organization unified claims, financial, scheduling, and demographic data to deliver real-time insights, strengthen decision-making, and fuel growth across the enterprise.

““A true strategic partner understands what your goals and challenges are and brings solutions and ideas on how to solve those problems.” – Rex RichardsonThank 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 Rex Richardson, Director of Client Processing at Quavo Fraud & Disputes. He unpacks how his unexpected path into financial services led him through more than 17 years of direct experience in fraud, claims, and back-office operations before ultimately landing his current role. Listen in as Rex shares how early influences set the stage for a career built around understanding complex systems and the people they impact.Throughout our conversation, we dig into what the fraud and disputes space looks like behind the scenes, with Rex breaking down how Quavo approaches it from initiation through investigation, recovery, and resolution, while also leveraging automation, compliance, and emerging AI tools. The result is not just operational efficiency, but also a faster and more transparent experience for members who are often dealing with urgent financial concerns.Our conversation also turns to one of the biggest pressures that credit unions are facing today: rising amounts of disputes paired with staffing and budget constraints, and Rex walks us through why simply adding more people isn't always sustainable, instead making the case for strategic partnerships that bring forth expertise, automation, and compliance support. We also explore the hidden costs that creep into inefficient systems such as longer resolution times, increased member contact, and growing operational strain that can quietly increase expenses.As we wrap up the episode, Rex reflects on what separates a true strategic partner from a traditional staffing solution, highlighting the importance of collaboration, problem-solving, and long-term alignment over short-term labor support. We close with a discussion on the integration of AI in fraud investigations, with Rex sharing how human-in-the-loop decision-making could help speed up resolutions while still maintaining oversight and accuracy. Enjoy this insightful conversation with Rex Richardson!Connect with Rex:Rex Richardson, Director of Client Processing at Quavo Fraud & Disputesquavo.com Rex: LinkedInQuavo: LinkedIn | Facebook | YouTube | XShow notes from this episode:Shout-out: Rex's uncleShout-out: Rex's grandfatherPlace mentioned: ItalyPlace mentioned: Mexico City, MexicoShout-out: Rex's wifePlace mentioned: Chicago, ILBook mentioned: The Lord of the Rings Trilogy by J.R.R. TolkienShout-out: AppleShout-out: Rex's kidsIn this episode:[0:54] - We learn that Rex once considered becoming a high school teacher.[1:57] - Rex entered banking via his uncle, later advancing into leadership roles across claims and operations before joining Quavo.[4:09] - Hear how Quavo helps simplify a complex, regulated claims industry.[7:03] - Strategic partners help credit unions manage fraud complexity, compliance, and scaling while improving efficiency and member experience.[10:59] - Rex explains how rising operational costs and delayed resolutions create hidden inefficiencies.[14:21] - True strategic partners provide strategy and solutions, unlike staffing firms that only supply workforce support.[17:10] - Rex discusses AI being developed to assist human decision-making in fraud investigations.[20:55] - Rex's grandfather's leadership and customer engagement continue to affect how he interacts with others.[22:04] - Travel remains Rex's favorite way to splurge, especially immersive cultural experiences in cities like Mexico City and Chicago.[25:42] - Rex argues that turning off work notifications helps create real separation and restores life outside constant digital urgency.[28:35] - Credit unions should identify inefficiencies and consider strategic partners to help improve operations and member experience.

Canadians are reading again, with young people leading a surprising rebound in books as a screen-time antidote and helping drive growth in print sales, indie bookstores, and audiobook demand. Plus, new spending data suggests Toronto and Vancouver's World Cup hosting duties may not have delivered the economic boost boosters promised, raising fresh questions about the real cost of mega-events.And in The Big Picture: The Gordie Howe bridge opening remains caught in political drama, Canadian ETFs are nearing $1 trillion in assets, and Air Canada is cutting back U.S. routes as cross-border travel keeps falling.Plus, an exclusive interview with Rizwan Khalfan, EVP and Vice Chair, Strategic Growth, Innovation and Partnerships at TD about TD's Canadian mobile app winning #1 for Mobile App Experience for Banking Customer Satisfaction in Canada by JD PowerThe Peak Daily is produced in partnership with reframevid.com

Welcome to another episode of "The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas." In this episode, hosts Bela Musits and Mike Wasserman sit down with Michael Barbarita, the founder of a specialized fractional CFO firm dedicated to helping small and medium-sized companies achieve rapid growth.Michael Barbarita is not your typical CFO. While many fractional CFOs focus primarily on historical numbers and compliance, Michael's approach combines forward-looking financial expertise with strategic implementation. He shares how business owners hire him to double or even triple their profits by employing business and financial strategies that their competitors simply aren't using.The Fractional CFO Advantage: Michael explains why small to medium-sized businesses, which often cannot afford a full-time high-quality CFO, benefit from fractional services that provide a broad spectrum of scalable strategies.Beyond the Numbers: A core theme of this conversation is the necessity for CFOs to understand business strategy. Michael argues that while traditional CPAs look backward at historical data, a true CFO must be forward-looking to provide real value to a CEO.Pressure Testing Ideas: One of Michael's signature methods is "pressure testing" a CEO's ideas. Whether it's a new marketing campaign or a pricing change, he discusses the importance of expanding upon these ideas to ensure they are financially viable and strategically sound.The Conversion Formula: Michael introduces the concept of a conversion formula used to create successful messaging for things like drip campaigns, ensuring that a business stands out rather than just repeating what everyone else in the market is doing.Strategic Growth for Cash-Limited Companies: Most small companies face limited cash flow. Michael shares insights on how to improve financial foundations and implement growth strategies even when resources are tight.This interview serves as a master class for any entrepreneur looking to improve their financial footing and understand the financial ramifications of their business strategies. Michael's unique blend of strategic knowledge and financial expertise offers a roadmap for turning high costs and uncertain footing into favorable growth opportunities.Connect with The Unconventional Path:Our podcast is now available on YouTube. Simply search for "The Unconventional Path" to subscribe and never miss an episode.We're always on the lookout for interesting guests to feature on our show. If you know someone who has an inspiring story, unique perspective, or valuable expertise to share, please let us know. We're eager to connect with potential guests who can bring fresh insights and engaging conversations to our audience.We also love hearing from our listeners! Your questions, comments, and suggestions are incredibly valuable to us. Send us an email at bela.and.mike@gmail.com with your thoughts, and we'll do our best to address them in a future episode. Whether you have a question about a specific topic, feedback on a recent episode, or ideas for future content, we want to hear from you. Your engagement helps us shape the show and deliver content that resonates with our listeners.Thanks for listening,Bela and MikeFractional CFO, Entrepreneurial Finance, Business Strategy, Small Business Growth, Profit Strategy, Cash Flow Management, Strategic Implementation, Michael Barbarita, Bela Musits, Mike Wasserman, The Unconventional Path Podcast, Business Advising, Financial Forecasting, Startup Accounting, Growth Mindset.

In this episode, Michelle Ottey, President of CIC Campuses and Labs, unpacks what it really takes to build thriving innovation ecosystems and why flexible lab space is only the beginning. Michelle shares her personal journey from genetics and cell biology research into enabling entrepreneurship, and explains how CIC's “invisible infrastructure” helps life science and medtech founders move faster by reducing operational, regulatory, and capital burdens through plug-and-play wet labs, shared equipment, safety and compliance support, and a deeply staffed community model. The conversation highlights how CIC strategically launches campuses through years of local ecosystem buy-in, why programming and connection points matter as much as square footage, and how CIC's global footprint helps companies navigate international expansion and business culture.Michelle Ottey LinkedInCIC Philadelphia WebsiteDuane Mancini LinkedInProject Medtech WebsiteProject Medtech LinkedInThank you to our sponsors: Ward Law and JumpStart Inc.

“Growth will not come from doing more of the same, but from deeply understanding and connecting with younger consumers.” - Opal TomashevskaThank 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 Opal Tomashevska, Director of Multicultural Business Strategy at TruStage. She joins me for this episode to discuss TruStage's 2026 “What Matters Now” study and its interesting findings, highlighting that sustainable growth in 2026 begins with recognizing that today's consumers cannot be treated with a one-size-fits-all approach.Throughout our conversation, we talk about how younger consumers are reshaping expectations, why financial stability has become a bigger priority than traditional milestones for many Americans, and what credit unions could be missing when it comes to building meaningful relationships with diverse communities. Opal also shares some fascinating insights around neurodivergent consumers, including why they report higher levels of financial worry despite strong employment rates, as well as the continued rise of the “hustle economy” and what that means for financial institutions.As we wrap up the episode, we explore how consumers are researching financial products today, the growing influence of social media and AI, and why convenience alone isn't enough to earn long-term loyalty, with Opal's focusing on turning research into action. Rather than stopping at data and trends, she explains how credit unions can use these insights to better serve members, strengthen trust, and stand out in an increasingly crowded marketplace. I hope that you enjoy my conversation with Opal Tomashevska! Connect with Opal:Opal Tomashevska, Director of Multicultural Business Strategy at TruStagetrustage.comOpal: LinkedInTruStage: LinkedIn | Instagram | Facebook | YouTubeShow notes from this episode:TruStage study mentioned: “What Matters Now”Shout-out: TikTokShout-out: Apple PayShout-out: Google PayIn this episode:[0:55] - Opal argues that growth comes from understanding diverse younger consumers and meeting their evolving needs.[2:33] - Learn how research reveals shifting dreams, heightened neurodivergent worries, and a growing hustle economy.[5:39] - How can credit unions turn consumer insights into measurable growth?[6:25] - Every research finding is paired with practical actions which credit unions can put into place.[8:59] - Hear how consumers increasingly expect inclusivity and representation.[10:31] - Opal believes that sharing the credit union story can strengthen connections and drive membership.

“If we don't forget where we've come from, we're well positioned to continue to win share and growth in the future.” - Bill GouldThank 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 Bill Gould, president of Allied Solutions. Our conversation today couldn't be timelier, because since his last appearance on the podcast, Bill has stepped into the role of president at Allied Solutions, giving him an even broader view of the challenges and opportunities that credit unions face today. We kick off by talking about his journey, the remarkable story behind Allied Solutions, and how the company continues to help credit unions grow, protect what they've built, recover when challenges come up, and stay prepared for what comes next.Throughout our conversation, one theme that keeps coming up is the idea of “build, buy, or partner,” and Bill shares why there's no one-size-fits-all formula for making those decisions. He explains how credit unions can determine which capabilities should remain core to their organization and which are better supported via outside expertise. In addition, Bill and I talk about one of the biggest realities facing the industry right now: growth through mergers, and Bill offers some practical insights into how credit unions can bring organizations together, thoughtfully integrate technology, and create member experiences that are consistent without losing sight of what makes each institution unique.As we wrap up the episode, we look ahead at the trends shaping the future, including AI, compliance, regulation, automation, and the increasing pace of change across financial services, and, of course, we, as always, get to know our guest a little more personally with a series of rapid-fire questions. Bill shares the leaders who have influenced him most, the books that have shaped his perspective, why family experiences are always worth the investment, and how he stays connected with loved ones despite a demanding travel schedule. Enjoy my conversation with Bill Gould!Find the full show notes on cuinsight.com.Connect with Bill:Bill Gould, President of Allied Solutionsalliedsolutions.net Bill: LinkedInAllied Solutions: LinkedIn | FacebookShow notes from this episode:Shout-out: Securian FinancialShout-out: Missy EldridgePlace mentioned: Saint Paul, MinnesotaPlace mentioned: Carmel, IndianaPlace mentioned: Sarasota, FloridaShout-out: PortXPlace mentioned: Denver, ColoradoPlace mentioned: TexasShout-out: John WoodenShout-out: Minnesota TimberwolvesPlace mentioned: IndianaShout-out: WNBAShout-out: Caitlin ClarkShout-out: Bill's familyShout-out: Robbie's kidsPlace mentioned: Québec City, Québec; CanadaPlace mentioned: EuropePlace mentioned: Atlantic OceanBook mentioned: Execution: The Discipline of Getting Things Done by Larry Bossidy & Ram CharanBook mentioned: Good to Great by Jim CollinsBook mentioned: Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AI by Eric Lamarre, Kate Smaje, & Rodney ZemmelPlace mentioned: WashingtonPrevious guest mentioned in this episode: Bill Gould (episodes 1 & 42)In this episode:[0:55] - Bill reflects on how transitioning to Allied expanded his ability to serve credit unions.[2:00] - Founded by Missy Eldridge, Allied helps credit unions grow, protect, recover, and evolve.[5:22] - Bill argues that credit unions should strategically balance building, buying, and partnering based on unique strengths.[7:44] - Partnerships such as PortX help speed up integration and lend innovation and operational flexibility.[10:36] - Hear how Allied helps merging credit unions align systems and programs while also preserving member value.[11:44] - Bill reveals that, for the future, Allied is focused on mergers, AI, regulations, and evolving member expectations.[13:39] - For Bill, leaders such as Missy Eldridge and John Wooden exemplify tenacity and excellence![14:48] - Family travel remains Bill's favorite investment, while work trips offer opportunities for exploration![16:16] - Listen as Bill recommends several different books.[17:09] - Bill believes that balancing a personal life with a professional one requires efficiency, intentionality, and maximizing work-travel opportunities.[18:22] - Future success depends on balancing growth, risk, transformation, and member-focused values!

What if the thing wrecking your relationship isn't a bad quarter or a failed deal, but the fact that you've gotten so good at building your empire you accidentally turned the people you love into roommates? In this episode of The Happy Hustle Podcast, I sit down with Cody Jefferson, a man who is genuinely hard to put in a box. He's a husband, a father, a serial entrepreneur, a CMO, an advisor to some of the biggest names in entertainment and business, and the founder of 126 Brotherhood. But what you might not expect is that Cody was also a pastor for 13 years, a licensed mechanic, a licensed barber, and a touring musician for close to a decade. He grew up in rural Oklahoma in a little trailer with his grandparents, wrestled his way through school, found faith again in the most unexpected way, and has since built a life and a mission around one simple but deeply powerful idea: this is who I am, so this is what I do. This episode matters because Cody isn't just another guy talking about mindset and morning routines. He's someone who has buried 148 people, navigated divorce and co-parenting with grace, rebuilt his identity from the ground up, and figured out how to be a present father, a devoted husband, and a thriving entrepreneur all at once. This is one of those conversations that quietly rearranges something inside you. One of the biggest things I took from this episode is Cody's framework for identity formation. He talks about looking at the fruit of your life honestly, seeing where the dead branches are, and asking yourself if what you're doing every day is actually confirming who you say you are. It's not motivational fluff. It's a real gut check. If you say you're a devoted father but you keep saying no to your kid's football games and yes to every speaking gig, the fruit doesn't lie. We also got into something most men avoid talking about, which is what happens when a man loses his sense of purpose. Cody described it simply and clearly. A man without purpose becomes a ship without a rudder. He either absorbs everything or deflects everything and then disappears into isolation, devices, or the business because the business doesn't talk back. It doesn't have emotions. It doesn't need him to show up fully. And before he knows it, he's dug himself into a hole with his family that feels too deep to climb out of. Cody's take? You either dig down or dig out. That's the choice. What I loved most was how Cody talks about success on his own terms. He told me about a conversation he had with his son Stetson while they were out driving one of his old trucks. His son asked why they didn't have a Ferrari. By the end of that conversation, the boy said he liked the old trucks better anyway and started dreaming about one day having a barn full of them where his own kids could come work on them together. Cody looked at me and said, "Son, that's success to me." That hit home. Big houses, fast cars, empty dinner tables. Cody has seen it up close. He's not against the money, he just knows it won't give you what you think it will. We talked about faith and entrepreneurship, about how the same grace that carried him through a pastor scandal that shook his world is the same grace that carries him through the uncertainty of building companies. He said something I keep coming back to: in business, every day starts at zero. You're going to take loss as much as you take a win. His faith hasn't weakened through that. It's deepened, because it has to. We also talked about AI, about 126 Brotherhood, about Flower Friday, about keeping fishing poles in the truck so any time you pass a pond you stop and fish with your boys. About how his eleven year old still holds his hand and how he never plans to be the one to let go first. Cody defines Happy Hustlin' as being in purpose and on purpose. He said it beautifully: the stress of his life isn't distress, it's use stress. Everything is something he said yes to. And as long as he knows God called him to it and his boundaries are in place, he's a happy camper. That's it. That's the whole thing. We're all desperate to be known, but we settle for being seen. Cody Jefferson is calling us higher than that. Your story is worth knowing. And if this episode doesn't remind you of that, listen to it again. Listen to the full episode here: https://caryjack.com/podcastin/ What does Happy Hustlin' mean to you? Recognizing that I am in purpose and on purpose. And so that the stress of my life is not distress, it is use stress. Everything is working for me, that everything in my life is an opportunity that I've said yes to. So if I find myself super stressed about something, it's probably my own fault and my own ego trying to get in the way. Connect with Codyhttps://www.facebook.com/codyjeffersonpersonalhttps://www.instagram.com/codyjefferson/https://www.youtube.com/@codyjeffersonofficial/videoshttps://x.com/codyjefferson?s=21https://www.linkedin.com/in/codyjeffersonofficial/https://www.tiktok.com/@codyjeffersonofficial?_r=1&_t=ZS-97LAxaMjGZM Find Cody on this website: https://126brotherhood.com/ Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, https://www.thehappyhustle.com/book Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course @ https://thehappyhustle.com/thejourney/ Apply to the Montana Mastermind Epic Camping Adventure @ https://thehappyhustle.com/mastermind/ “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsors: If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all night If you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at https://www.bioptimizers.com/happy and use code HAPPY10 for 10% OFF. =================================================================== My Green Mattress If you've been waking up with back pain, feeling stiff, or just not getting that deep, quality sleep. This might be what you're missing: My Green Mattress. It's made with clean, non-toxic, and eco-friendly materials, so you're not just sleeping better, you're sleeping healthier too. The comfort and support are on another level, and you can really feel the difference night after night. If you're ready to invest in better sleep and better recovery, check it out at https://thehappyhustle.com/mygreenmattress Ozlo Sleep If you've been struggling to fall asleep, stay asleep, or just wake up feeling actually rested, let me put you on to something that's been a total game-changer: Ozlo Sleep. These aren't your typical sleep buds. They're designed to block out noise and help your brain fully relax, so you can drift off faster and stay in deep, uninterrupted sleep. Perfect if you're a light sleeper or just want that next-level rest. If you're ready to upgrade your sleep and wake up feeling recharged, check out https://ozlosleep.com and save $80 OFF using code HAPPY.

What if the patient never noticed the merger at all? For Matt Staub, that's not a failure — it's the goal. In this episode, Your Health CEO Matt Staub sits down with Jamie to talk through the company's merger with TCPA and Providence Care — a move that brings together similar footprints in primary care, palliative, hospice, skilled nursing, and assisted living across South Carolina and Georgia. As a 23-year healthcare veteran going through his first merger, Matt is candid about the tedious due-diligence "earnest money" phase, the EMR transitions ahead, and why he refuses to let "what could go wrong" crowd out "what could go right." You'll hear: Why "mass moves mass" — and what scale actually buys patients in care management and data analytics How Your Health breaks 50,000 patients into groups, teams, and "hubs" so no one falls through the cracks The "change is hard" philosophy and the discipline of productive (not just effective) communication How the spirit of agape — godly love — still threads through a company that's evolved far past its original name What success looks like in six months: patient retention, mission and margin If you lead through change — or live through it — this one will reframe how you think about getting bigger without losing what made you matter.

Priyanki Amroliwala, Senior Manager of Talent Acquisition & Greg Wappett, Chief Development Officer of 42 North Dental share their thoughts and strategies on: Doctor recruitment in 2026 Acquisition realities & strategies  Strategic growth initiatives Learn how the recruitment & acquisition teams work together at 42 North Dental.  You can learn more about 42 North Dental: https://www.42northdental.com/ If you are a dental student or dentist looking for a change, contact Priyanki: https://www.linkedin.com/in/priyanki/ Selling your practice or small group? Contact Greg: https://www.linkedin.com/in/greg-wappett/

“I'm so passionate about creating a world where fraud is rare and trust between a member and their credit union is a given.” - Shanthi ShanmugamThank 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 Shanthi Shanmugam, CEO of Casap. She joins me for this episode to discuss the winding path that took her from studying computer science at UC Berkeley to helping credit unions rethink one of the most stressful moments in the member experience: disputes.Throughout our conversation, Shanthi makes it evident that she is passionate about building technology that feels human. She shares stories from her time at Facebook and Robinhood, including the moment when she realized that she wanted to spend her career solving problems that genuinely matter to people. Hear how that mindset eventually led to the formation of Casap, an AI-powered platform helping credit unions reduce fraud losses, improve dispute resolution, and strengthen member trust without losing the human judgment these situations often require. We also dig into why disputes are far more than just operational headaches, with Shanthi explaining why they're “trust moments” that can determine whether a member stays loyal to their financial institution or walks away entirely.As we wrap up the episode, Shanthi talks about her love for custom suits, Bollywood dancing, Colorado Springs, and why Stephen Covey's The 7 Habits of Highly Effective People still resonates with her years after first reading it. Enjoy my conversation with Shanthi Shanmugam!Find the full show notes on cuinsight.com.Connect with Shanthi:Shanthi Shanmugam, CEO of Casapshanthi@casaphq.com casaphq.com Shanthi: LinkedIn Casap: LinkedInShow notes from this episode:Film mentioned: RatatouilleCharacter mentioned: RemyBook mentioned: The 7 Habits of Highly Effective People by Stephen CoveyIn this episode:[1:00] - When she was young, Shanthi dreamed of traveling worldwide through dance and teaching others to love it.[2:27] - After Berkeley and Facebook, Shanthi pursued product work that was focused on meaningful human impact.[5:01] - Learn how ChatGPT inspired Shanthi to launch Casap and reimagine trust-centered fraud prevention.[8:16] - Hear how Casap helps credit unions improve member experiences and reduce fraud via AI-powered dispute management.[11:13] - Shanthi identifies three major gaps in the dispute process - starting with credit unions needing more transparent support.[12:36] - The second gap is fragmented systems which weaken fraud decision-making.[13:57] - Thirdly, better dispute insights are needed to differentiate between legitimate cases and attempted fraud.[15:09] - Shanthi points out that disputes become defining moments that shape long-term member loyalty and retention.[17:49] - Shanthi illustrates the difference between agentic AI and other AI tools.[20:28] - I praise Casap for balancing fast automation with compassionate human support.[21:08] - Casap aims to become credit unions' broader AI operating system beyond just dispute management.[23:24] - Hear why Shanthi credits her mother with being a good leader.[25:36] - Shanthi reflects on a trip to Colorado Springs which offered her a refreshing conference experience outside the usual Vegas routine.[26:39] - Shanthi empathically believes that everyone should read The 7 Habits of Highly Effective People by Stephen Covey.[27:14] - Shanthi reveals that monthly check-ins help her balance rapid company growth with family and personal priorities.[29:49] - Shanthi expresses gratitude for credit unions.

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/

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.

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

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.

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

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/

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.