Episode 110 features Gary Cokins, an expert in enterprise and corporate performance management.  Gary emphasizes the importance of embracing accounting and finance practices that move beyond traditional methods to focus on financial transparency, risk management, and the strategic implementation of activity-based costing.  The conversation explores misconceptions in accounting methods, differentiating tax accounting, external financial reporting,...
Listen now to Episode 109 – Freelance Management– Jodi McPherson founder of Work Simplr shares experiences as a seasoned professional in talent management and Edtech. This episode explores freelance management’s intricacies, emphasizing clarity, task-oriented approaches, and aligning talent with project needs.  Jodi’s insights offer actionable advice for businesses navigating the evolving landscape of freelancers and...
During this episode, advertising and marketing expert Scott Harkey of The Harkey Group shares experiences as a leader of consumer-centric agencies determined to improve a brand’s customer experience. Scott engages in a thought-provoking discussion on various marketing and advertising topics. The key takeaways include the importance of building strong, long-term client-agency relationships, focusing on experiential...
During this episode, legal experts Rachael L. Rodman and Matthew J. Schonauer of the Ulmer & Berne law firm delve into the world of intellectual property (IP) law and discover how businesses can protect their valuable assets. Rachael and Matthew share their expertise on various aspects of IP law in a relatable and accessible manner....
Episode 106 with Dawn Cunningham, Chief Insights Officer & Customer Experience subject matter expert, delves into the significance of consumer insights as a powerful tool for understanding customer behavior and driving business success.  Dawn explains how consumer insights go far beyond marketing, extending into product development, innovation, and risk management.  She emphasizes the need to...
During Episode 105 – Information Security we visit with James Azar, a CISO & CTO, Cyber 2021 40 under 40, and CyberHub podcast host.  James is an Entrepreneurial CISO with 20 years of diverse background both startups and larger enterprises, leading information security and engineering teams. During this episode we discuss the role of cybersecurity...
During Episode 104 – Investment Evaluation we visit with Mark November, an impact investor that has been operating and investing in businesses for over 50 years.  He is a Board Member, Founder, Accelerator, Mentor, runs his Family Office, and is a moonshot investor. Mark is currently the Founder of Venture Starters, the largest community of...
During Episode 103 – Financial Institutions in the Current Environment we visit with Bill Isaac who has had an unparalleled career serving as Chairman of the Federal Deposit Insurance Corporation (FDIC) during the banking crises of the 1980s as well as Chairman of Fifth Third Bancorp during the Great Recession. During this extended episode we...
Episode 102 is a Bonus episode that covers the foundational aspects of risk management. This will be useful during future episodes of WHAT THE R*SK! We cover: What risk IS and what risk IS NOT. As well as clarifying common misconceptions of risk. Nine characteristics of a strong risk culture, along with red flags to...
With nearly 30 years working within the financial services industry at organizations ranging from large banks to FinTech start-ups, I have had the opportunity to hold executive leadership roles across the three lines of risk defense. These experiences as a senior risk and compliance professional have enabled me to apply both breadth and depth of...