“Never stop listening.” - Ray CrouseThank you for tuning in to episode 122 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider to the credit union industry. After listening to our show, be sure to register for CUES' new online panel discussion series, Real Talk. The inaugural topic, Women in the Workforce, kicks off on November 10th. Register now at cues.org/realtalk.My guest on today's show is Ray Crouse, President & CEO of Parsons Federal Credit Union. In this episode, we chat about building a strong culture and enhancing board relations. Ray also discusses the importance of CUSOs to the credit union ecosystem. He shares his leadership experience during the pandemic and how he successfully navigated shifts with his teams on both the east and west coasts. Member expectations are changing as technology evolves, but Ray emphasizes how much the human aspect still matters in the industry. Ray believes that having a strong capital position does not equate to strong member service, and he shares that leaders must keep members at the forefront.We also chat about the many digital transitions credit unions had to make in the last year and what Ray expects to happen in the industry moving forward as we explore new technologies. As we close the show, we learn that Ray enjoys the outdoors, and taking walks allows him to clear his mind and think strategically. He dispels a leadership myth and encourages leaders to serve not just their members but the community at large. Tune in to hear Ray's most recent purchase and his close call meeting a legendary artist. Enjoy my conversation with Ray Crouse!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Ray:Ray Crouse, President & CEO of Parsons Federal Credit Unionray@parsonsfcu.comhttps://www.parsonsfcu.org LinkedIn | YouTube
This week, we welcome Pete Reuss to the podcast for the first time. Pete is a consultant with GSB Fundraising and is here today to talk to us about training and equipping board members to be fundraisers. Like on all episodes, we work to equip nonprofit leaders with best practices and resources that grow generosity to enhance their mission. In each episode, we tackle a topic related to growing generosity to your nonprofit and answer the three most critical questions for success. Our promise to you is that we won't take up a ton of your time - you have donors to cultivate - and we will give you actionable items you can start using right away. We will focus on foundational donor first principles and best practices.Board Development SeriesEpisode 8: October 5: Finding Board Members with Jennie SmithEpisode 9: October 12: New Board Member Orientation with Paul Marsh Episode 10: October 19: Training & Equipping Board Members to be Fundraisers with Pete ReussEpisode 11: October 26: CEO's Relationship to the Board - Evan & Mitzie Tag teamEpisode 12: November 2: Strategic Planning with Evan MoilanThe Center for Generosity provides resources to expand your toolbox and support network with quality programs, video tutorials, templates, and one-on-one attention from our experienced consultants. To learn more or join today visit www.centerforgenerosity.com. Mitzie Schafer, CFRE and GSB Consultant & Host firstname.lastname@example.orgMike Ward, CFRE and GSB Partner email@example.com
How do teams and organizations fall forward with purpose and planning in difficult times? In part 2 of the Fall Forward podcast series, DBD Group's Jon Simons interviews fellow partner at DBD Group, Kellie Wardman, about strategic thinking and planning for the modern era.
We joined forces with the Tennessee Educators of Color Alliance (TECA) to bring you a session on strategic planning + implementation. You can learn more about Schermco's unique approach to strategic planning and how it helped TECA secure a six-figure grant to expand their work across the state of Tennessee. This episode is ideal for executive leaders, funders, and other stakeholders interested in organizational growth and supporting educators of color. Support the show (http://Scherm.co)
Ivy Slater In this content episode, Ivy Slater shares her thoughts and experiences on why October is great for businesses, how to set yourself up for the coming year and visioning forward beyond the next year. Ivy Slater is a professionally certified business coach, speaker, best-selling author and podcast host. After owning and operating a 7-figure printing business, having been in the industry for 20 years, she started Slater Success which focuses on developing great leaders and facilitating business growth and expansion. Ivy holds masterminds and retreats with her private client base and corporate training on communication and strategic planning. She speaks nationwide on the topics of leadership, sustainable growth, relationships and sales. In this episode, we discuss: Why October is an exciting time of year for your business How to set yourself up for the upcoming year What can you do now that you can continue to expand What expansions and strategies looks like for the new year How to approach marketing, sales, finance, team and mindset into the next year Visioning forward beyond the next year Best Selling Author of From the Barre to the Boardroom Website: https://slatersuccess.com/ LinkedIn: https://www.linkedin.com/in/ivyslater/ Facebook: https://www.facebook.com/slatersuccesscoaching Instagram: https://www.instagram.com/ivyslaterssc/ Pinterest: https://www.pinterest.com/slatersuccess/ Twitter: https://twitter.com/SlaterSuccessCC YouTube: https://www.youtube.com/channel/UCJ8b1sGnADlpFE2NrqUfToQ?view_as=subscribe
Many people believe that we are brought to this planet with an innate purpose. For some, it's to create opportunities to build businesses and communities. But how can you better position yourself for growth? Finding your “why” is the first step in growing your business. However, growing your business comes with large amounts of risk to develop strategic planning. In this episode, Allan Draper shares his background transitioning from litigation to entrepreneurship. He shares his story of growing up in a small town in Idaho and how he pulled himself up to get to where he is now. He has found his “why” that has driven his company and several other companies to success. Through this, he has created jobs and empowered many people. If you are a small business owner who wants to scale up and develop strategic planning, then this episode is for you! Here are three reasons why you should listen to the full episode: Discover tips on building and growing a business in the service industry. Allan Draper shares how his background in litigation contributed to his success in assessing risks and growth opportunities. Learn how small business owners can scale up their business and develop strategic planning. Resources Subscribe to our https://seekgocreate.com/ (website) and other https://seekgocreate.com/platforms/?et_fb=1&PageSpeed=off (social channels) to get resources from our guests and updates on our latest giveaways and episodes. Check out http://seekgocreate.com/book (Coach: A Story of Success Redefined) by Tim Winders and download chapter 1 for free! Connect with Allan: https://allandraper.com/ (Website) | https://www.instagram.com/allanrdraper/?hl=en (Instagram) https://podcasts.apple.com/us/podcast/the-business-growth-pod-with-allan-draper/id1525246156 (The Business Growth Pod) with Allan Draper https://www.proofpest.com/ (proof. Pest Control) https://www.amazon.com/Myth-Revisited-Small-Businesses-About/dp/0887307280 (The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It )by Michael E. Gerber https://simonsinek.com/product/start-with-why/ (Start With Why) by Simon Sinek https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action (How Great Leaders Inspire Action) TED Talk by Simon Sinek https://seekgocreate.com/scale-up-your-business-and-develop-strategic-planning-with-allan-draper/ (Episode Details) Enjoy the Podcast?Seek Go Create is for anyone seeking excellence, moving towards success, or creating something new. We share topics, stories, and conversations that allow us to rethink how we live, work, and lead. If you were inspired and educated by this episode, feel free to subscribe to us on https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vc2Vlay1nby1jcmVhdGUv (Google Podcasts), https://podcasts.apple.com/us/podcast/seek-go-create/id1481874131 (Apple Podcasts), or https://open.spotify.com/show/4pnLpMwK6gGeTJvXvVam5z (Spotify) so that you never miss another episode. Also, share this episode or what you've learned today on your favorite social media platform. Love to give us 5 stars? If you do, we'd love a review from you. By doing this, you can help us reach more people who want to redefine success in their lives. Connect with the SeekGoCreate Network! For updates and more episodes, visit our https://seekgocreate.com/ (website) or follow us on https://www.facebook.com/SeekGoCreate/ (Facebook), https://www.instagram.com/seekgocreate/ (Instagram), https://www.linkedin.com/company/seek-go-create-network/ (LinkedIn), https://twitter.com/SeekGoCreate (Twitter), and https://www.youtube.com/channel/UC-4BK0v7R7ZgOuaNRa3MrWA (YouTube). To growing and becoming all we are created to be, Tim
As the value of internal communicators has become more apparent in the past year, it can seem like our company's expectations of us have increased as well. It's helpful to make plans that go towards the big picture, but what are some things we can do now to stay above the work? This week, we chat with Anthony Bolton, Senior Manager of Employee Communications and Events at Gulfstream Aerospace on how employee culture has a huge influence on daily tasks. We're also continuing our new segment with Ragan's communications Leadership Council with John Cirone, Director, Leader, and Employee Communications at Microsoft as we dive deeper into the topic of strategic planning. You can find our resource guide as well as our guests' contacts on our associated blog page: www.internalcommspro.com/shownotes You can learn more about Ragan's Communications Leadership Council on their website: https://commscouncil.ragan.com/ Music Provided by Bensound
This week, Paul Marsh is back to talk to us about the components of new board member orientation. This is the second episode in our 5 week series on board development. Like on all episodes, we work to equip nonprofit leaders with best practices and resources that grow generosity to enhance their mission. In each episode, we tackle a topic related to growing generosity to your nonprofit and answer the three most critical questions for success. Our promise to you is that we won't take up a ton of your time - you have donors to cultivate - and we will give you actionable items you can start using right away. We will focus on foundational donor first principles and best practices.Board Development SeriesEpisode 8: October 5: Finding Board Members with Jennie SmithEpisode 9: October 12: New Board Member Orientation with Paul Marsh Episode 10: October 19: Training & Equipping Board Members to be Fundraisers with Pete ReussEpisode 11: October 26: CEO's Relationship to the Board - Evan & Mitzie Tag teamEpisode 12: November 2: Strategic Planning with Evan MoilanThe Center for Generosity provides resources to expand your toolbox and support network with quality programs, video tutorials, templates, and one-on-one attention from our experienced consultants. To learn more or join today visit www.centerforgenerosity.com. Mitzie Schafer, CFRE and GSB Consultant & Host firstname.lastname@example.orgMike Ward, CFRE and GSB Partner email@example.com
The post-pandemic workplace is not going to be like it was when you worked in the office before 2020. As companies grapple with their hybrid work plans, leaders are taking this moment to refresh and reset. Leaders need to think consciously about creating a post-pandemic workplace that creates meaningful gatherings in new space designs. In today's episode, we interview Tracy Brower, a PhD sociologist, author and a principal with Steelcase Applied resource and consulting group. Tracy explains that instead of “getting our employees back to the office”, we need to talk about how we are going to make our return to the office more compelling. Meaningful GatheringsYour employees want to be together, but they've likely made it clear that they desire to gather in person only when it makes sense. They enjoy gathering in person because they want to connect with their colleagues. Meaningful gatherings mean identifying and creating significant mini-events that purposefully require in-person presence. These in-person gatherings must be meaningful according to the people attending - not just according to the leadership. These in-person experiences need to create awe. Awe is when we feel like we belong to a part of something that's big and awesome. Meaningful gatherings create employees who are happier because these gatherings recognize their contributions. When employees see the link between their work and how it serves the purpose of the company, they feel a sense of joy. Organizations need to be really clear in sharing this link during these in-person experiences. Talk to your employees about how meaningful gatherings give people the proper recognition, feed the company's purpose, and allow for proper planning and reflection. These conversations will help compel your employees to understand the role of returning to the office.Planning & ReflectionPlanning and reflection are two activities that need to be meaningful in-person gatherings. In our North American culture, we don't take a lot of time to reflect or to be intentional. We like to do things without planning and ignore reflection. Planning and reflection are two critical activities in a successful organization. Planning and reflection help feed a sense of team belonging and encourages a growth mindset. These gatherings allow employees to develop and stretch which is directly correlated with employee happiness.Stakeholder-Focused GatheringsBring in your customers or stakeholders for a small event to share stories with potential customers or employees. For example, host an event where you invite your current customers and your potential customers and let your current customers share stories about their success with your organization. This gathering creates more unity between not only your current and potential customers, but also between your employees as well.Alone, TogetherMany organizations are now using their work cafés for remote workers who need to do focus work, and also want to be around other people. Unlike a productive work-from-home space, Alone Together is a gathering similar to an internal We-Work. These office spaces allow remote workers to reduce feelings of loneliness and isolation, even if they're not working with the other people in the space. CelebrationsThere are many meaningful reasons to celebrate inside your organization. When celebrating, some companies use an artifact, like a cart, to use for their celebrations. This cart gets rolled out for events like baby showers, cocktail hours, and honoring employees.
“What matters is what you believe you can do.” - Greg MitchellThank you for tuning in to episode 121 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider to the credit union industry. After listening to our show, be sure to register for CUES' new online panel discussion series, Real Talk. The inaugural topic, Women in the Workforce, kicks off on November 10th. Register now at cues.org/realtalk.My guest on today's show is Greg Mitchell, President & CEO of First Tech Federal Credit Union. In this episode, we chat about strategic innovation, maintaining purpose, and levels of change in transformation. We walk through Greg's career journey from the United States Coast Guard to Credit Union CEO and the many leadership lessons he's learned along the way. Greg shares that First Tech's focus is on making a material difference in the community by combining technology and relationships. We learn that innovation is not new to First Tech, as the credit union was among the first to offer online banking services. During the conversation, Greg encourages leaders to research when, where, and how members want to engage before making large investments.As we move forward, Greg shares tips for creating strategic plans around technology and member services. He explains that credit unions can position themselves to address the digital expectations of members while maintaining the human aspect with deep insight and care. No matter the size of a credit union, the right strategy can be carried out efficiently. Although Greg's start in the industry was not intentional, he appreciates the credit union movement for helping him discover the best version of himself as a confident leader. We learn that he enjoys the outdoors and his woodworking shop is where he finds space to think strategically. Tune in to hear what Greg is reading and his definition of a true leader. Enjoy my conversation with Greg Mitchell! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Greg:Greg Mitchell, President & CEO of First Tech FCUgreg.firstname.lastname@example.org www.firsttechfed.com Twitter | Instagram | Facebook | LinkedIn
Neil Ackerman is the Head of Global Supply Chain Innovation Hubs in the Americas, Europe, Middle East, and Africa for Johnson & Johnson. He is an industry expert in supply chain fulfillment, integrated business planning, and marketplaces. Because of his extensive knowledge, he's been featured in numerous best-selling books including, Amazon Unbound, Always Day One, Behemoth Amazon Rising, and AI in The Wild. Before joining Johnson & Johnson, Neil worked in Israel as the Managing Director for global supply chain innovation in the Middle East and Africa. He also held various positions at Amazon, including as the Senior Manager for Business Development and Strategic Planning and the General Manager and Inventor of the Amazon Small and Light program. He holds 11 US patents with Amazon.com and has appeared in The Wall Street Journal, Forbes, and numerous international publications. In this episode… Recent disruptions in supply chain management have had a major impact on the production and provision of goods and services — and innovation hasn't been left untouched, either. These issues have caused friction among manufacturers, suppliers, retailers, and customers. However, when handled well, such disruptions can help bring about better changes and great improvements in the way things are done. In the case of Amazon, the company caused a lot of friction when it spearheaded online sales innovation and disrupted the normal supply chain in the market. However, it also brought about harmony by shifting the focus to delighting their customers. All of this applies to any kind of business, including dealerships, where the most successful dealers are those that are fully committed to delighting their customers. In this episode of the InsideAuto Podcast, Aharon Horwitz is joined by Neil Ackerman, the Head of Global Supply Chain Innovation Hubs at Johnson & Johnson, to find out how creating harmony in a disrupted supply chain can lead to innovations and customer delight. Neil talks about common challenges faced by businesses due to delayed deliveries, the importance of partnerships, and how disruptions in the supply chain can impact innovation. Stay tuned.
Taylor Artman the, CEO/Co-Founder of Surf and Turf Golf discusses his experience with the strategic planning process with Clay Wonnell, PGA Professional, Commissioner of #THETuesdayGame, and host of The Grown Man Radio show.https://archive.org/download/ta-pod/Ta%20pod.mp3
If you're wondering where to start with strategic planning, pause for a minute before getting into tactical ideas or writing a hundred-page strategic plan of action. Focus on identifying your strategic problem first. Strategy advisor Roger Martin shares common mistakes people make in the early stages of strategic planning and how to avoid them, ways to think creatively about your strategic problem, and how to frame a question to guide your thinking. View the full recap at ideou.com/blog.
In this episode of Your Potential for Everything, host Alex brings on Jahaan Blake, the CEO & Founder of The J Blake Group. Jahaan talks with Alex about how she became a career coach in sports business, how she helps high-achieving women in sport, and how strategic planning is used in her business. Jahaan has 15 years of experience in sports front offices and decided to make a career out of being a sports business career coach specializing in helping high achieving women in the sports business get more out of their careers. Strategic planning is a big part of achieving your goals and Alex & Jahaan discuss the importance of having a strategic plan no matter your goal. Follow along with Jahaan: Website: https://jahaanblakeappointmentscheduling.as.me/LetsTalk Instagram: @jahaanblake Follow along with Alex: Website: yourpotentialforeverything.com Instagram: @yourpotentialforeverything Book a consult: https://www.yourpotentialforeverything.com/booknow
With this episode, we begin a new series on Board Development. We begin today with Jennie Smith walking us through finding new board members. Like on all episodes, we work to equip nonprofit leaders with best practices and resources that grow generosity to enhance their mission. In each episode, we tackle a topic related to growing generosity to your nonprofit and answer the three most critical questions for success. Our promise to you is that we won't take up a ton of your time - you have donors to cultivate - and we will give you actionable items you can start using right away. We will focus on foundational donor first principles and best practices. Board Development SeriesEpisode 8: October 5: Finding Board Members with Jennie SmithEpisode 9: October 12: New Board Member Orientation with Paul Marsh Episode 10: October 19: Training & Equipping Board Members to be Fundraisers with Pete ReussEpisode 11: October 26: CEO's Relationship to the Board - Evan & Mitzie Tag teamEpisode 12: November 2: Strategic Planning with Evan MoilanThe Center for Generosity provides resources to expand your toolbox and support network with quality programs, video tutorials, templates, and one-on-one attention from our experienced consultants. To learn more or join today visit www.centerforgenerosity.com. Mitzie Schafer, CFRE and GSB Consultant & Host email@example.comMike Ward, CFRE and GSB Partner firstname.lastname@example.org
Show Sponsor: CooperVision Get the exact code every time and protect against and audits with AutoCoder at https://eyecode-education.thinkific.com/pages/autocoder Amy is an experienced leader with a demonstrated history of working in the medical practice industry. Skilled in Management, Strategic Planning, Leadership, Team Building, and Public Speaking. She is a strong business development professional with a BSN focused in Registered Nursing/Registered Nurse from University of Alabama. Over the past year she has joined Michael Hyatt & Co. as a One-on-One Coach. https://michaelhyatt.com/coaching/ http://www.allegroclinics.com/
On this episode of Dear Strategy, we talk about the difference between a product strategy and a go-to-market plan, and why it's important to have both of these key planning tools working together in harmony. Key Takeaways: A product strategy and a go-to-market plan are two distinctly different, yet very much coordinated planning tools. A go-to-market plan is a dynamic and continuous plan that exists throughout a product's entire lifecycle and not just at product launch. Your product strategy should provide direction on your product's over-arching business goals and initiatives, whereas your go-to-market plan should provide more specific details on your product's target customers, value proposition, positioning, and marketing mix (product, price, promotion, and placement) roadmaps. Visit Our Blog to read the full post that goes along with this episode. Subscribe to Our Mailing List to stay up to date on all the latest episodes. If you're interested in strategy training or coaching for your business, please visit us at Strategy Generation Company.
In this AD Insider podcast, we feature a segment from the AD Insider | Thursday 30 series, presented by Clell Wade Coaches Directory, Inc., where we sat down with Richard Bechard, CMAA, District Athletic Director for Lee's Summit R-7 School District just outside of Kansas City, Missouri.In this episode, we cover the following topics:Goal-Driven vs. Purpose-Driven SchoolsStrategic Planning ProcessEmpowering the Most Powerful People in SocietySupport the show (https://coachesinsider.com/sign-up/)
September 2021 CNS Leadership Institute Podcast Series Episode 1: Lessons Learned in Strategic Planning Series Host: Owoicho Adogwa, MD, MPH Faculty/Discussant: Stephen L. Ondra, MD Moderator: Ellen L Air, MD
Coffee and cold brew w/ cream and sugar. We have news that's good for your health. Facts. Let's get into today's news: - October 19th from 10 am to noon will be a workshop titled: Emerging from COVID 19 & Strategic Planning. November 10th from 10 am to noon will be: Leadership/staff transitions and Succession planning. Both workshops are being hosted by our friends of the Dunham Foundation. #staytuned - The free electronics recycling drive-thru is being held this Saturday from 8 am to noon at Bednarcik Junior High School, located at 3025 Heggs Road. ID is required, this is open to Aurora residents only and registration is required. There is a limit of two screens per vehicle, and unlimited other approved electronics. To register click this link: https://www.eventbrite.com/e/aurora-electronics-recycling-drive-thru-registration-177749021107 - Saturday October 30th from 4 to 8 pm there will be a great and spooky Halloween party taking place at McCarty Mills Taproom, 140 S. River street. Food by Chef Alton, cupcakes by Ana's Custom Treats best costume contest & a book launch by our friends Victoria Hyla Maldonado & Dzhelasi Mari! That's whats up! Come on out and support all of our local friends! #october That's it for today's news. What a great day! We always have a good time with our friends, fans and listeners. Thank you all for supporting us! Don't forget to subscribe to the show on YouTube. Click this link to visit the channel & hit that subscribe button: https://www.youtube.com/c/GoodMorningAuroraPodcast The second largest city's first daily news podcast is here. Tune in everyday to our FB Live from 8 am to 9 am. Make sure to like and subscribe to stay updated on all things Aurora. Twitter: goodmorningaur1 Instagram: goodmorningaurorail Spotify: https://open.spotify.com/show/6dVweK5Zc4uPVQQ0Fp1vEP... Apple: https://podcasts.apple.com/.../good-morning.../id1513229463 Anchor: https://anchor.fm/goodmorningaurora #aurorail #positivevibes #positiveenergy #downtownaurora #kanecountyil #bataviail #genevail #stcharlesil #saintcharlesil #elginil #northaurorail #auroramedia #auroranews #goodmorning #goodmorningaurora #news #dailynews #subscribe #youtube #podcast #spotify #morningshow #morningnews #tuesday --- Send in a voice message: https://anchor.fm/goodmorningaurora/message Support this podcast: https://anchor.fm/goodmorningaurora/support
On this episode, Mike Ward, GSB Partner changes seats with our normal host and GSB consultant, Mitzie Schafer. Together they answer the three most critical questions related to being donor first when telling the stories of impact your organization has on the lives of those you serve. This is the final episode in a 6 weeks series on being Donor First.Like on all episodes, we work to equip nonprofit leaders with best practices and resources that grow generosity to enhance their mission. In each episode, we tackle a topic related to growing generosity to your nonprofit and answer the three most critical questions for success. Our promise to you is that we won't take up a ton of your time - you have donors to cultivate - and we will give you actionable items you can start using right away. We will focus on foundational donor first principles and best practices.Future Series Coming Up is on Board Development:Episode 8: October 5: Finding Board Members with Jennie SmithEpisode 9: October 12: New Board Member Orientation with Paul Marsh (Recorded 8/25)Episode 10: October 19: Training & Equipping Board Members to be Fundraisers with Pete ReussEpisode 11: October 26: CEO's Relationship to the Board - Evan & Mitzie Tag teamEpisode 12: November 2: Strategic Planning with Evan MoilanThe Center for Generosity provides resources to expand your toolbox and support network with quality programs, video tutorials, templates, and one-on-one attention from our experienced consultants.To learn more or join today visit www.centerforgenerosity.com.Mitzie Schafer, CFRE and GSB Consultant & Host email@example.comMike Ward, CFRE and GSB Partner firstname.lastname@example.org
La Tricia Grann Mingus is the COO/Co-Founder of Grann Mingus Entertainment Group/Right On QUE Radio - a Promotions and Marketing company and Online Radio Station located in Las Vegas, Nevada. For 25 years, La Tricia developed significant experience in the areas of Business Administration, Program/Project Management, ILT/VILT (Instructor Lead Training/Virtual Instructor Lead Training), Business Analytics, Strategic Planning and Implementation, Information Technology, and Customer Service. La Tricia is a Wife, Mother to 4 AMAZING adult children, Persistent Entrepreneur, Life Coach (No Fear Coaching since 2010), and the Host of “Life Talks” a daily talk show currently broadcasting on Right On QUE Radio.
The session from the BioHealth Capital Region Forum focuses on a vision for a new science entity, the Advanced Research Projects Agency for Health (ARPA-H). This new NIH Institute would accelerate biomedical innovation and adoption of technologies and approaches to revolutionize healthcare and medicine. Tara A. Schwetz, Ph.D. is the Assistant Director for Biomedical Science Initiatives in the White House Office of Science and Technology Policy (OSTP). She is currently on detail to OSTP from her role as Associate Deputy Director (ADEPD), National Institutes of Health (NIH). During her tenure as ADEPD, Dr. Schwetz also served as the acting Director of the National Institute of Nursing Research (NINR). Prior to assuming these roles, she was the Chief of the Strategic Planning and Evaluation Branch in the Office of the Director at the National Institute of Allergy and Infectious Diseases (NIAID). Dr. Schwetz led several efforts while at NIAID, including conducting an evaluation of the Centers of Excellence for Influenza Research and Surveillance to facilitate evidence-based decision-making and developing the NIAID Strategic Plan for Tuberculosis Research. Previously, Dr. Schwetz served as the Senior Advisor to the Principal Deputy Director of NIH (DEPD), where she coordinated efforts such as Reimagine HHS, the NIH rigor and reproducibility activities, and the first NIH-Wide Strategic Plan. Dr. Schwetz also served in the dual role of the NIH Environmental influences on Child Health Outcomes (ECHO) Interim Associate Program Director and the Special Assistant to the DEPD. Prior to these roles, she was a Health Science Policy Analyst at the National Institute of Neurological Disorders and Stroke, where she helped develop the National Pain Strategy. Dr. Schwetz started her career at NIH as an AAAS Science and Technology Policy Fellow at NINR. She received a BS in biochemistry with honors from Florida State University and a PhD in biophysics from the University of South Florida, followed by a postdoctoral fellowship at Vanderbilt University.
SummaryHow has strategic planning changed during the pandemic?What are general blind spots when it comes to strategic planning in our social sector?What are jazzy new approaches to strategic planning that civil society organizations should consider?And what are the warning signs, as a strategy consultant, that tell you you should not get involved?In this podcast episode, I discuss with Dave Algoso, strategy facilitator and consultant 'par excellence', how civil society organizations (CSOs) have changed how they go about strategic planning in this very uncertain world. Dave Algoso's BioIndependent consultant at Open CoLab, Dave's consulting company In-house Organizer at Civic Hall, NYC (2017)Managing Director at Reboot (2013 - 2015)Program Manager at MercyCorps (2010 - 2013)Senior Analyst at Advisory Board Company (2005 - 2007) We discuss: What makes strategic planning in the social sector different from the private sector (where much of the publications on strategic planning originates)?How has strategic planning changed for nonprofits and social enterprises in the pandemic, and what kind of blind spots does Dave see?How can facilitators of strategic planning processes work around any attempts by participants to primarily protect self-interest or turf, that may muddy a good process?How can we avoid a strategic plan merely ending up on a shelf, collecting dust, never to be used again?Why do some nonprofits show little discipline in making sure a newly formed strategy is ‘cascading' down in the organization and translated into real direction setting and consequences for everybody - and what can be done about this?What's the latest and greatest in strategic planning? And what are ‘classics' that still merit using? Quotes“I am skeptical about using private sector strategic planning tools in the social sector”“A strategy should not fall prey to irrelevance by being just a shiny PDF”“In terms of strategy tools, I am still a stickler for the good old 2 X 2 matrix” Resources:LinkedInCompany WebsiteSSIR article by Dave (contact Tosca at email@example.com if you want access to an 'ungated' copy)Dave's article on MediumTwitter Click here to subscribe to be alerted when new podcast episodes come out or when Tosca produces other thought leadership pieces.Or email Tosca at firstname.lastname@example.org if you want to talk about your social sector organization's needs, challenges, and opportunities.You can find Tosca's content by following her on her social media channels: Twitter LinkedIn Facebook Youtube
In this episode, we interview Jose Eskenazi, the Associate AD at USC (Strategic Partnerships, Social/Video Brand & Licensing). We talk to him about his background and how he ended up back at USC. We discuss NIL rules, coaching search, how USC is navigating the new NCAA landscape, and Pac12 media rights. We also discuss recent NIL deal with all the women athletes at BYU. In our rules education section, we talk about a recent NCAA CARA violation at Georgia Tech. Lastly, after going 4-0 last week in his picks, will AP follow up with another 4-0 week? --- Send in a voice message: https://anchor.fm/twolawyers/message
“We are much stronger together than we are apart.”- Gigi HylandThank you for tuning in to episode 120 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Gigi Hyland, Executive Director of The National Credit Union Foundation and no stranger to the podcast! We chat about being intentional and how leaders can refocus on their “why.” Gigi shares how she maintains purpose both personally and professionally and the importance of showing up for people where they need us the most. We talk about intentionality and the power credit unions have to help members experience financial well-being. Gigi shares that leaders must be mindful that we all have different realities, and in order to best serve members we have to slow down and listen. She believes that we can use this global crisis to return back to our “why.”Gigi and I also chat about her career journey and the many leadership lessons she's learned along the way. She believes there is no one way to be a leader, and it takes a vulnerable leader to push a team forward. We discuss her introduction to credit unions through her career in law and her transition from the NCUA to The Foundation. As we wrap up the show, we learn that Gigi enjoys nature and is an avid “birder.” Although the pandemic has been challenging, she is grateful for the opportunity to spend more time with her family and discover new skills. Listen in as Gigi describes her recent and most exciting purchase and shares encouragement in moving forward with intention as an industry. Enjoy my conversation with Gigi Hyland! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Gigi:Gigi Hyland, Executive Director of The National Credit Union Foundationghyland@ncuf.coopwww.ncuf.coop LinkedIn | Twitter | Instagram | Facebook | YouTube
Does "strategic planning" inspire visions of oversized post-its and endless whiteboarding? You're not alone. How do we make these sessions impactful? And, in light of the pandemic, are there new things we should be talking about? Join Katie as she talks with nonprofit expert, Michelle Carney of Almora Advisors about all things strategic planning.
There were a few silver linings in the COVID-19 pandemic. In this episode, we are going to talk with our friend and colleague Bruce Brandes about one of the most significant outcomes of the pandemic, which was the advancement of telehealth. Bruce helps us gain a deeper understanding of virtual care, what it is, and why it is an important component of the future of healthcare and a critical factor in healthcare transformation. We talk about the natural tension between virtual care and in-person care and why it's not an option to make an either/or choice.For full show notes and links, visit:https://www.missinglogic.com/new-podcastIf you found value in this episode, please leave us a review on Apple Podcasts!Other Resources You May Enjoy:Self-Study Opportunity: Enrollment is open to our Self-Study Program, Caring for Others Without Neglecting YOU! Click Here NOW to learn more and enroll!Click the title to download our free perspective paper: The 3 Biggest Mistakes Healthcare Leaders Make When Trying To Achieve Work Life BalanceIf you have questions for us email your questions to email@example.comSOCIAL MEDIA LINKS:https://www.linkedin.com/company/missinglogic-llchttps://www.facebook.com/missinglogicLLChttps://twitter.com/MissingLogicLLChttps://www.instagram.com/missinglogic_llc/
In this episode, Danielle Fontes shares a story about a seller who was hiding too much information about his property. Stay tuned and find out how she successfully navigated through judgment liens and a foreclosure process to get that deal to the finish line. Key takeaways to listen for What is a judgment in real estate? Why you should be honest with your Realtor® How covid-19 has impacted real estate transactions About Danielle Fontes Danielle Fontes was raised in Glendora, CA, and graduated from the University of San Diego with a Bachelors' in Business Administration with an emphasis in Real Estate and a minor in Leadership Studies. Danielle was President of Citrus Valley Association of Realtors® in 2019. She also sits on the Board of Directors for the California Association of Realtors® and serves on the Strategic Planning and Finance committee. Danielle won the prestigious honor of Realtor® of the Year for 2020. Connect with Danielle Website: www.daniellefontes.com Facebook: Danielle Fontes - Mainstreet Realtors #01879474 LinkedIn: Danielle Fontes Instagram: @dfontesre Phone: (626) 512-1826 E-mail: Danielle@FontesRealty.com Connect with Leigh Please subscribe to this podcast in iTunes or in the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram or on Twitter or any social networks by clicking here. Subscribe to Leigh's other podcast Real Estate From The Rooftops! Sponsor If you're tired of doing real estate alone, enroll in Leigh Brown University and be sure to use your special “CSIRE” discount code at checkout for $10 off your subscription.
Jon talks with Matthew Lester, President, Jewish Federation of Metropolitan Detroit, and Dennis Bernard, President, United Jewish Fund. They talk about leadership, mentorship, and the power of giving back. They also discuss how Matthew and Dennis balance their community responsibility with family responsibility and running their own businesses. Matthew B. Lester Founder & Chief Executive Officer, Princeton Enterprises, L.L.C. In 1994, Matthew B. Lester founded Princeton Enterprises, L.L.C., a privately held real estate acquisition, development, and property management company based in Bloomfield Hills, Michigan. To date, Princeton's portfolio consists of over 150 properties with an aggregate value in excess of $1 billion and operates nearly 25,000 apartment units, office, industrial, storage, and other commercial facilities located in fifteen states and Canada. Over the years, Mr. Lester has been personally involved in numerous community service programs by devoting his time and financial assistance to countless organizations that support the health, education, and economic well-being of those experiencing hardships. Mr. Lester is the current President of the Jewish Federation of Metropolitan Detroit and Co-Chair of the Jewish Federation's Annual Campaign. He is a Board Member for the American Joint Distribution Committee (JDC); a member of the Collections Committee for the Detroit Institute of Arts; and a member of the Greater Detroit Campaign Leadership Council for the University of Michigan. Mr. Lester is a former President of the Jewish Senior Life of Metropolitan Detroit and has formerly served as a Board Member for Kadima; BBYO; the Detroit Maccabi Committee; the Jewish Fund; Forgotten Harvest; and the Jewish News Foundation. In addition to holding those positions, Mr. Lester has also served as a Board Member and Chairman for the Detroit Symphony Orchestra; a Chairman of the Financial Oversight Committee for the Jewish Community Center of Detroit; a past Advisor to the Executive Director for YAD EZRA; and a past member of the Sherman Campaign and Blumenstein Leadership Groups. Over the past 20 years, Mr. Lester has led numerous mission trips to Israel, Ethiopia, Hungary, Poland, and Cuba. Mr. Lester graduated from the University of Michigan in 1987 with a bachelor's degree in history and from the University of Southern California in 1990 with a law degree. After graduation, Mr. Lester joined the law firm of Jaffe, Raitt, Heuer & Weiss, P.C., and developed prominent litigation and real estate practice. While engaged in the practice of law, Mr. Lester initiated his real estate investment career and made his first successful acquisition. He has lectured on real estate finance at the University of Michigan; has appeared as a real estate valuation witness, and has served as a court-appointed receiver for numerous lenders. Mr. Lester is the former President of the Apartment Association of Michigan. Mr. Lester was a past recipient of the Frank A. Wetsman Young Leadership Award; the Jewish Senior Life Award of Excellence; and a former Honoree of the Year for YAD EZRA. He has been nationally recognized in Multifamily Executive; Apartment Finance Today; National Real Estate Investor; NPR – All Things Considered; and Crain's Business Detroit; as well as receiving recognition for the American Board of Trial Advocates Award and the Midwest Commercial Real Estate Hall of Fame. Mr. Lester has been a guest speaker or panel member for Apartment Finance Today; Multifamily Executive; Detroit Commercial Real Estate Summit; Marcus & Millichap Southeast Multifamily Forum; and many other speaking events. In his personal time, Mr. Lester enjoys a variety of activities with his wife and children; particularly spending time at the family farm located in Northern Michigan. Dennis S. Bernard Founder and President of Bernard Financial Group and Bernard Financial Servicing Group Dennis Bernard is the founder and President of Bernard Financial Group (“BFG”) and Bernard Financial Servicing Group (“BFSG”). Founded in 1991, BFG has grown into the largest commercial mortgage banking firm in Michigan financing on average over $1 billion each year of Michigan Commercial Real Estate. BFG became a member of the Strategic Alliance Mortgage (SAM) network in 2003 (www.samalliance.com). SAM is a national network of the largest independently owned commercial mortgage banking firm and the third-largest lending platform in the country. Bernard is a past national president. Over the last 33 years, Mr. Bernard has specialized in both debt and equity placement with commercial lenders and institutional joint venture participants. Bernard Financial Group has also been involved in commercial mortgage servicing on construction and permanent loan portfolios. Mr. Bernard has been involved with over 1,000 commercial real estate financial transactions totaling over $24,000,000,000. Mr. Bernard has been engaged as both a consultant and a correspondent by over twenty-five national lenders. Bernard Financial Group's client list reads like Michigan's Who's Who of owners and developers. These transactions have included multi and single-tenant office, industrial, hi-tech, retail, multi-family, manufactured housing communities, self-storage, hotel, and senior housing. Bernard Financial Group has closed over $22,000,000,000 in financing since its inception. These included forward commitments and immediate fundings on multi-family, retail, industrial, and high-tech properties. The lenders were Life Companies, pension funds, structured lenders, securitized lenders, and quasi-government agencies. Bernard Financial Servicing Group currently provides full cashiering servicing for over $4,400,000,000 for Life Companies and CMBS Lenders. Bernard Financial Servicing Group is now actively subbed Special Servicing for many national firms. Mr. Bernard's educational background includes a Bachelor's Degree in Finance from Miami University along with an MBA specializing in Finance and Strategic Planning from Case Western Reserve University. Mr. Bernard has been a lecturer on real estate finance at the University of Michigan's Graduate School of Business. Mr. Bernard has also appeared as an expert witness on real estate interest rates and financings in Michigan, New York, and Texas. Mr. Bernard has been an editorial contributor to The Wall Street Journal, Commercial, Inc., Crain's Detroit Business, Michigan Real Estate Journal, Midwest Real Estate News, National Real Estate Investors, Heartland Properties, Real Estate Forum, among others. Mr. Bernard has received numerous awards for his community and business involvement. Annually named to Metropolitan Detroit Top 100 Business Leaders. Most recently, he was elected to the Mortgage Bankers Association (MBA) CRE Board of Governors. Additionally, he has been recognized by Crain's Detroit Business as a “40 under 40”, by Midwest Real Estate News as a “40 over 40” Most Influential Real Estate Professional and Midwest Hall of Fame, and by Commercial Inc. as an Elite Eight winner. He has been bestowed the honor of the 2006 Governors Service Award for Volunteering and Community Leadership. He has also received Crain's Detroit Business, University of Michigan, and ULI's “Real Estate Excellence” award. Mr. Bernard was recently honored by being awarded the International Association of Jewish Vocational Services Greenberg Leadership Award. He has also received the Jewish Federation of Metropolitan Detroit's Young Leadership Award, the Jewish Community Council Activist of the Year Award, the American Jewish Committee “Outstanding Humanitarian Award”, and was deemed “Home Town Hero” for Oakland County for his activities and involvements on behalf of local charities. Mr. Bernard currently sits on nine different charitable organizations Board of Trustees. Mr. Bernard has been the Vice-Chair of Michigan's Venture Michigan Fund and currently serves as gubernatorial appointments to two other State of Michigan Boards or Task Forces. Mr. Bernard enjoys his mentoring in the Detroit Public Schools. Most importantly, Mr. Bernard goes home for dinner every night and spends the weekends with his family. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/ LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: firstname.lastname@example.org Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Matt Lester and Dennis Bernard: Websites: www.jewishdetroit.org www.jewishfederation.org
123: 4 Steps to Breakthrough Marketing for Nonprofit Leaders (Cheryl Williams)SUMMARYIn an environment when the term “hybrid” represents a new layer of complexity for nonprofit programming, fundraising and communications, it's easy to get lost in a flurry of activity without effectively marketing your nonprofit organization. As a nonprofit leader, how do you best determine what effective marketing and communication even looks like for your organization? Fortunately, Cheryl Hudgins Williams brings a career of for-profit and nonprofit experience to help you elevate your organization's marketing in episode #123 of the Path Podcast. Cheryl and I discuss four steps you can take right now to better assess your marketing and communication strategies and become more effective in sharing what makes your nonprofit attractive to funders, volunteers and the communities you serve.ABOUT CHERYLWith over two decades of corporate and nonprofit leadership including Marketing, Public Relations, Strategic Planning, Financial Management and staff Leadership and Development, Cheryl Williams is the founder and CEO of Hudgins Williams Associates. During her twenty-two-year career at Procter & Gamble, Cheryl's responsibilities included visibility and reputation building for domestic and global brands representing $30 billion in annual retail sales, and she served ten years as Vice President of the P&G Cosmetics Foundation and as a member of the foundation's Board of Directors. Twenty years of nonprofit service includes leadership roles in multiple organizations and humanitarian projects in dozens of countries including Uganda, Niger, Nicaragua, Peru, Indonesia, the Philippines and India. She has served on the boards of directors of Baltimore Center Stage, the Baltimore School for the Arts, the Baltimore Design School, and United Lutheran Seminary. As a Senior Consultant at Tecker International, she brings expertise in coaching and communications to a wide range of associations and other nonprofit organizations. Cheryl received the Advanced Certified Personal and Executive Coach certification from the College of Executive Coaching, and is credentialed by the International Coach Federation. She earned her B.S. in Computer Science at North Carolina State University, and both an M.S. in Business and an M.B.A. from The Johns Hopkins University. She is a native of New York City and now lives in Baltimore, Maryland.EPISODE TOPICS & RESOURCESTom Rath's book Strength Finders 2.0 Learn more about Hudgins Williams Associates and how they can help your nonprofitReady for a Mastermind? Apply Today!
There are no shortcuts to becoming a healthy, growing, thriving church. Instead, what we see in the churches experiencing the most success is a consistent determined commitment to ministry planning over an extended period of time. This week, Tony and Amy are making the case for strategic planning and "consistent strategic obedience" as the key to long-term health and growth. For the full episode transcript, links mentioned during the show, and to download the Leader Conversation Guide, visit this episode's Show Notes at theunstuckgroup.com/episode211. Join the Live Conversation on Social Media If you're listening on Wednesday, when the episode first releases, join the live conversation The Unstuck Group's team will be having on social media about this week's topic. We use hashtag #unstuckchurch on Twitter. Or you can join in on Facebook. Ask your questions and add your comments about the topic. If you're catching this episode later, you can still join in! Just tag us @unstuckgroup or use #unstuckchurch, and include [episode 211] in your post for reference.
Quantum Nurse www.quantumnurse.life presents Quantum Nurse Livestream Monday, Aug 30, 2021 @ 2:00 PM EST 7:00 PM UK 8:00 PM Germany Guest: Adae Fonseca Topic: Your Health, You're Choice: What you need to know. Telegram: The Great Reveal Email: Adae1776@protonmail.com Bio: Adae brings 20+ years of experience in Strategic Planning, Process Improvement, and Program Management. Retired after 23-years in the Army, Adae has helped create multiple startups. Adae last three positions include Director of Operations, Director of Business Development, and Director of Program Management responsible for workforce planning, change management, process improvement, strategic planning, risk management, and daily operations. After obtaining his bachelor's degree from Post University in 2012, Adae obtained a Masters in Management Science from the New Jersey Institute of Technology and a Graduate Foundations Certification from Columbia University. A servant leader with over 20+ years of experience in Strategic Planning, Human Capital, and Program Management for organizations with 25 -22,500 employees combined with 14 years in Talent Acquisition (full-cycle) for Military and Civilian space gives me a solid background in Management and Leadership at all levels of an organization. Retired after 23 years of military service with ten years of active duty and 13 years of reserve status gives me a unique blend of civilian and military leadership experience. Previously as Director of Operations, I managed 500 people responsible for workforce planning, training, employee evaluations, cultural engagement, risk management, compliance, and daily operations. My leadership style focused on collaboration, building trust, empowering mid-level managers, and establishing controls to ensure we meet or exceed all strategic goals. Calculated risk or failure is acceptable within the broader strategic framework, as it demonstrates employees are learning and growing in the process He is a passionate New Jersey resident who brings his critical thinking and warriorship for fellow Jerseyans and thus he began sharing what he understands in his own reading and research of the crimes for humanity unfolding right in front of us. With Grace Asagra, RN MA Podcast: Quantum Nurse: Out of the Rabbit Hole from Stress to Bliss https://linktr.ee/GraceAsagra www.quantumnurse.life
Many pastors want to jump right in to planning and implementing change. But before we can make any progress in moving forward, we need to get a grasp on where we are today. In Part 1 of our new "Strategic Planning for the Future" series, Tony and Amy are explaining the four key elements to assessing the health of your ministry today. For the full episode transcript, links mentioned during the show, and to download the Leader Conversation Guide, visit this episode's Show Notes at theunstuckgroup.com/episode210. Join the Live Conversation on Social Media If you're listening on Wednesday, when the episode first releases, join the live conversation The Unstuck Group's team will be having on social media about this week's topic. We use hashtag #unstuckchurch on Twitter. Or you can join in on Facebook. Ask your questions and add your comments about the topic. If you're catching this episode later, you can still join in! Just tag us @unstuckgroup or use #unstuckchurch, and include [episode 210] in your post for reference.
Joel W. Philhours is a Certified Business Coach, Certified Executive Coach and Trainer at FocalPoint Business Coaching. Including his time in the Corporate World, he has 40+ years of experience in Accounting, Finance, Operations, and Coaching. He hold an active CPA license, an MBA in Strategic Planning, and he is a “Bonafide Simplificator”. He coached […]
Robin Champ is the Chief of the Enterprise Strategy Division at the United States Secret Service (USSS), where she leads both foresight and strategic planning for the organization. Prior to joining USSS, Ms. Champ was the Chief of the Global Futures Office at the Defense Threat Reduction Agency (DTRA). Prior to joining DTRA, Ms. Champ worked at the Defense Logistics Agency (DLA), Office of Strategic Planning and Enterprise Transformation (J-5), where she was the DLA Lead for the 2010 Quadrennial Defense Review. In addition to her official positions, Ms. Champ Co-Leads the Federal Foresight Community of Interest (see links below). She also is a guest lecturer on foresight at George Washington University’s “Mastering Strategy for the Public Sector” course. In today’s podcast, Ms. Champ discusses women leading in national security, empowering diversity to think about the future, and how emerging technologies and trends will affect Secret Service missions. The following bullet points highlight key insights from our interview: Planning for the future involves analyzing trends and considering multiple alternate trajectories. Clearly communicating findings to leaders is essential to create actionable change, and particularly important when government agencies are tasked with ‘no fail missions.’ Generating foresight and creating strategy plans require the Government to fully leverage the nation’s diversity and talent. Recruiting and maintaining this workforce should be a priority for government agencies. The Secret Service has a robust foresight program, providing newsletters, speaker series, and strategic plans to its members. This program enables the Secret Service to identify and mitigate its weaknesses that could be taken advantage of during critical decisive moments. Readers and listeners can connect with the Federal Foresight Community of Interest at org and on their LinkedIn page. Trends considered in futures forecasting are constantly in flux, necessitating that agencies prepare for multiple possible futures Embracing endless possibilities and establishing networks of partners at home and abroad will allow the United States to prepare a resilient long term defense strategy. Though typically associated with the protection of the President, the Secret Service is also mandated with the protection of U.S. currency from counterfeiters. This task has gotten increasingly challenging in the era of cryptocurrency, as criminal methods capitalize on this novel technology. However, new technologies have also provided the Secret Service with new techniques to trace financial flows and protect the U.S. currency. Stay tuned to the Mad Scientist Laboratory for our next episode of
On this episode of Dear Strategy, we talk about how you can align your product strategy to your corporate strategy, and why it's so important to alert your company's leaders when that alignment doesn't quite exist. Key Takeaways: If you are a corporate leader, make sure that your corporate strategy exists and is clearly communicated. If you are a product manager or business unit leader, make sure that you have a firm understanding of what your corporate strategy really is. Be open to having honest discussions about whether your product-level goals and strategies are truly aligned with the values that your company claims to embrace. Visit Our Blog to read the full post that goes along with this episode. Subscribe to Our Mailing List to stay up to date on all the latest episodes. If you're interested in strategy training or coaching for your business, please visit us at Strategy Generation Company.
Reignite growth in your company by doing this one thing: Be curious. Rethink your assumptions about why people buy from you-- and why they don't. On this episode, Laurie Barkman talks with Dr. James Richardson, a professionally trained cultural anthropologist turned business strategist, about the importance of customer research. Understanding customer needs is a critical part of strategic planning and differentiating your business in an increasingly competitive market. Listen in to learn more about: Approaching innovation from a customer-focused perspective Discovering potential product category issues through interaction with consumers Listening to consumers and driving innovation to address their concerns The 4Ps of strategic planning Show Links: Premium Growth Solutions: https://link.premiumgrowthsolutions.com/SS Ramping Your Brand - Book: https://link.rampingyourbrand.com/SS Podcast website: SuccessionStories.com About: The Succession Stories podcast is hosted by Laurie Barkman, Founder of SmallDotBig. We'll help you maximize business value, plan your exit transition, and get rewarded for all of your hard work by finding the right buyer. Visit https://smalldotbig.com for more value building resources and subscribe to our newsletter!
Another of our smart friends, Josh Roberts from The Wisconsin Credit Union League, joins Ben and Sue to talk about the power of planning, no matter how large or small your organization is. They dissect the process from start to finish, share tips, and demonstrate that they're exactly the kind of people that get really jazzed about strategic planning. Awesome things to Share: Josh's Recommendations-(Book links to Amazon but also please consider supporting your local bookseller..) - Evicted: Poverty and Profit in the American City - Matthew DesmondDecolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance - Edgar Villanueva - The Address Book: What Street Addresses Reveal About Identity, Race, Wealth, and Power - Deirdre MaskThe Hidden Brain PodcastBagman: The Podcast Sue's Recommendation (she used to be a trainer, did she mention that? ;) ) CUNA: Creating Member Loyalty
“We are in the business of winning with people” - Todd MarksberryThank you for tuning in to episode 118 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Todd Marksberry, President & CEO of Canvas Credit Union. In this episode, Todd shares his career journey and his take on what true leadership looks like. We also chat about innovation in serving the community and the steps he took to achieve a healthy and safe culture within his team. As we open the show, Todd walks us through his journey of rebranding when initially taking the role of CEO. He discusses his approach to building a solid strategy and gaining buy-in from the board. He believes that with any successful rebrand, leaders should focus on improving culture and processes for both members and employees. Todd believes that maintaining balance in his life is what helps him think strategically. In the office or in his yard, Todd shares that he is able to create solutions and think critically often by completing everyday tasks. He accredits a large portion of the work Canvas has done for the community and the successful partnerships they have built to his team. Todd believes that building strong relationships and shared goals is what keeps him purpose-driven. As we wrap up the show, Todd encourages other leaders to remember all they have done to help members and share their stories. He believes this will help credit unions maintain their relevance in such a saturated financial services industry. During the rapid fire questions, we learned what Todd was like in high school and that he was able to travel all around the world before joining the credit union movement. Find what he did and so much more in my conversation with Todd Marksberry! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Todd:Todd Marksberry, President & CEO of Canvas Credit Uniontodd@canvas.orghttps://www.canvas.org/ LinkedIn | Twitter | Instagram | Facebook | YouTube
Dr. Kay Hubbard obtained her doctorate in Naturopathic Medicine from the National University of Health Sciences in 2019, and is currently enrolled in a M.A. program for Clinical Psychology. She also holds a Bachelor of Arts degree from Duke University with majors in Public Policy and African American studies. After professional roles in media publishing, talent management, and strategic planning, her journey towards healing arts and science began in 2015. Through meditation and medical school, she learned that physical, mental, emotional, and spiritual health are equally important to a person's wellness. In this episode, she shares: An epiphany many first-year college students have (hint: what worked for you in high school most likely won't work for you in college) Why she ultimately decided not to attend law school How being self-aware and clear on your values can make decisions relatively easy to make Her experience working in music publishing, talent management, and strategic planning How she discovered naturopathic medicine Also mentioned in this episode: The Bahá'í Faith L-Theanine Kali Phosphoricum Ashwagandha DISCLAIMER: The information on this podcast episode is not intended or implied to be a substitute for professional medical advice, diagnosis or treatment. Please consult with your physician before trying any of the natural remedies discussed in this show. Connect with Dr. Kay! Instagram Website Book an Appointment Read Dr. Kay's Book Unconquerable Soul: An Owner's Guide to Self-Healing ---------- Sign up for my contact list to be the first to know about new offerings and to receive my monthly note on all things! You can also stay connected with Journey to Jupiter via..... Email: email@example.com Website: jetaundavis.com Instagram: @JourneyJupiter Twitter: @JourneyJupiter Facebook: @JourneyJupiter ----- Produced by Ken Inge of Dead End Hip Hop
In this episode of Start With A Win, Adam introduces Christine Riordan, President of Adelphi University and RE/MAX board member. She is the 10th President of the university and the first woman to serve in the role. Christine developed a strategic plan for Adelphi University, known as Momentum. She is also an internationally recognized expert in leadership, career success, and diversity and inclusion.Christine explains the purpose behind the strategic plan—Momentum—and how every organization will benefit from developing strategic initiatives. She emphasizes how strategic plans provide efficient foundations for defining clear organization goals, aligning jobs, and providing language depth. This structure enables people to focus on a collective objective, creating consistency and direction within organizations. In an ever-changing workplace, Christine reveals that by 2030, a prediction of 375 million employees will have to transition jobs due to automation, technology, and business changes. Her book, Shift Happens: How to Adapt and Thrive in a Rapidly Changing World of Work, helps people successfully navigate through any change in personal and professional endeavors while explaining the different types of change and how it impacts how people adjust and transition. Christine provides an overview of her TED Talk, “Dare to Be Extraordinary,” which presents three key attributes of extraordinary people—passion, courage, and resilience. 1) Passion for what you do2) Courage to make hard decisions and do the right thing3) Resilience to not give up and get back up when something doesn't go well Links:Shift Happens: How to Adapt and Thrive in a Rapidly Changing World of Workhttps://www.shifthappensbook.com/Dare to Be Extraordinary | Dr. Christine Riordan | TEDxAdelphiUniversityhttps://youtu.be/FnUo4D-TaqcConnect with Christine:https://www.linkedin.com/in/christineriordan/https://christineriordan.com/Connect with Adam:https://www.startwithawin.com/https://www.facebook.com/REMAXAdamContoshttps://twitter.com/REMAXAdamContoshttps://www.instagram.com/REMAXadamcontos/ Leave us a voicemail:888-581-4430
CONTACT INFORMATION: Michelle CooperWebsite: https://alchemyaccounting.ca/Instagram: https://www.instagram.com/michellebcooper/Facebook: https://www.facebook.com/AlchemyAccounting Susan LeonardsonEmail: firstname.lastname@example.orgWebsite:https://profunneldesigns.com/Facebook: facebook.com/susleonardson
Creating a truly purpose-driven communications campaign is a nuanced and laborious process — one that has become increasingly crucial in the world of public relations. In an era where brands are expected to be a part of social change efforts and use their influence for good, it is essential that companies have a road map for creating authentic campaigns that make an impact. Luckily, our team at the Center for Public Relations analyzed almost 300 purpose campaigns in early 2020 to create just such a map. Our associate director Burghardt “BT” Tenderich and director of strategic planning at Weber Shandwick Julia Kiefaber, who led this research and the resulting study entitled “Trends and Best Practices in Brand Purpose Communications,” share some insights from their work for practitioners in this episode of #PRFuture. Tune in to hear Fred, Burghardt and Julia discuss everything from using your organization's channels to make change to the future of purpose-driven communications in the global landscape. For more on these topics, check out the playback of the 31st Kenneth Owler Smith Symposium at https://www.youtube.com/watch?v=78YQGTFQpP8 and the playback of the Relevance Report 2021 Discussion at https://www.youtube.com/watch?v=JK7keTLMP9U. Featuring: Burghardt Tenderich (@btenderich), Associate Director of the USC Center for Public Relations, USC Annenberg ProfessorJulia Kiefaber, Director of Strategic Planning at Weber Shandwick, Industry Fellow at the USC Center for Public Relations Host:Fred Cook (@fredcook), Chairman Emeritus of Golin, a global PR firm. Author of “Improvise - Unorthodox Career Advice from an Unlikely CEO” and Director of the USC Center for Public Relations Follow us: @USCCenter4PR (Twitter, Facebook and Instagram)Newsletter: News from the USC Center for Public RelationsVisit our website: https://annenberg.usc.edu/research/center-public-relations
In the special 1-year anniversary episode of Mission: Impact, Carol Hamilton discussed the following: The benefits of doing strategic planning online and some downsides of in-person strategic planning How to plan in a VUCA world – volatility, uncertainty, complexity and ambiguity How organizational culture persists in remote work Contact Us: Send an email: https://www.missionimpactpodcast.com/contact.html Get Nora to edit your show or write some music: email@example.com
“Great leaders are great because they put in a lot of effort.” - Paris ChevalierThank you for tuning in to episode 117 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Paris Chevalier, President and CEO of South Bay Credit Union, based in California. In this episode, Paris shares her career path to CEO, the importance of supportive circles, and her thoughts on what is leading the credit union industry forward. Throughout the show, Paris provides a glimpse into what work-life integration looks like for her, tips to help empower your team, and how to manage the rapid innovation surging within the credit union space.Paris believes CEOs need to continually focus on the big and communicate how all departments and roles work together to keep moving forward. She chats about her process to learn departments, new technology, and shared goals within the credit union. Paris relies on her marketing skills and the lessons from progressive and visionary mentors to thrive in her non-traditional career path. She attributes much of her success to her supportive circles inside and outside of the industry.Collaboration and team development help Paris maintain purpose, and she often finds joy in helping her team discover solutions for themselves. Looking forward, Paris believes that credit unions will stay relevant because we have embraced our key differences and because our innovation comes with enthusiasm and engagement. As we wrap up the show, Paris expresses thoughts on the “born leader” phrase and dispels other leadership myths. We learn what she was like throughout school and the reasonable trouble she got into during college. Paris shares some encouraging words for new leaders and shares who she thinks of when she hears the word “success.” Enjoy my conversation with Paris Chevalier! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Paris:Paris Chevalier, President & CEO of South Bay Credit Unionparischevalier@gmail.comhttps://www.southbaycu.com Twitter | Instagram | Facebook | LinkedIn
This week's special College Leaders segment features Rick George, Athletic Director at University of Colorado. Rick had a rather unorthodox path to the big chair, taking on roles with the PGA Champions Tour and the Texas Rangers' Front Office, before returning to the collegiate industry with Colorado in 2013. Throughout this episode, Rick and David discuss Colorado's strategic plans, its "RAPID" core values and the importance of incremental revenue generation. --Show Notes(2:56) The Path Less Traveled to the Big Chair(6:49) Erasing “Dark” Days & Creating “Folsom Field Events” (10:15) Rebranding the Texas Rangers & Revenue Generation(13:54) Colorado's Strategic Plan & Core Values(21:42) Frameworks for Leading through Change(24:17) Building Your Team(27:45) Core Factors in Conference Realignment(30:44) The NIL Impact on College Athletics(35:40) Colorado's Relationship with SportsBet (39:29) Leaders Who Have Impacted Rick(41:46) Learning From Failure(45:44) Providing Constructive Feedback--Connect with Rick via email or on TwitterFor more info on topics covered this episode:Bob Beaudine - Power of WhoColorado's Strategic Plans: 2014-17 | 2018 - 20 | 2021 - 23--Today's episode was sponsored by CheckdIn. Delivering training digitally to better equip your staff for game day.Want more from EngageMint? Subscribe to our newsletter
“How do you show up when it matters to your members?” - Kevin BethuneThank you for tuning in to episode 116 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Kevin Bethune, Founder & Chief Creative Officer at dreams • design + life. Kevin will be our keynote speaker for the upcoming CUInsight Mini-Con: GROW. In this episode, Kevin chats about his career journey and the many leadership lessons he's learned along the way. We also dive into how credit unions can best position themselves to adapt to the digital transformation and still keep members first.From engineering to designing, Kevin's career journey includes a host of pivots and exploration. He shares his passion for embracing curiosity and believes multidisciplinary convergence is necessary to identify leadership potential and serve communities holistically. Kevin shares that to be a strong leader, you don't have to be the strongest voice in the room but you must always be willing to serve.As we dive deeper into how Kevin maintains purpose, he shares that human potential starts with understanding who the efforts and contributions are serving. Kevin says it's easy to get consumed in market funnels and clicks, when instead, the people should remain the focus. He explains that this is something credit unions do well and what will keep them relevant in the overall financial services market. Throughout the conversation, Kevin encourages credit unions to seek opportunities that foster even better human connection and continue to give members the confidence to move forward.During our rapid fire questions we learn what Kevin was like in high school, what he enjoys doing outside of the office, and the great people he surrounds himself with to reach the next level. As we wrap up the show, Kevin encourages leaders to ask themselves, “Where is the future going?” This answer will help executives and teams refocus on strategic thinking and prepare themselves for shifts that come along the way. Enjoy my conversation with Kevin Bethune! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Kevin:Kevin Bethune, Founder and Chief Creative Officer of dreams • design + firstname.lastname@example.org www.dreamsdesignandlife.com LinkedIn | Twitter | Instagram | YouTube | Facebook
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