Recent Blog Posts

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Nikki DiCaro is the Chief Financial Officer and Chief Data Officer for the Jewish Federation of Greater Philadelphia, an organization that mobilizes financial and volunteer resources to address the Jewish community’s most critical priorities. In this role, Nikki is responsible for the organization’s accounting, financial reporting, budgeting, forecasting, annual audits, and more. Before joining the Jewish Federation of Greater Philadelphia, Nikki served as the Chief Financial Officer and Chief Administrative Officer for the Please Touch Museum. She has a passion for serving her community and building strong and sustainable accounting, finance, and operating ...
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Tracy LaLonde is a professional speaker, business development coach, and author of The Joychiever Journey . She has 28 years of experience in professional public speaking and 20 years of experience in the legal industry. After transforming her life and career through her own joy journey, Tracy founded Joychiever to help other overachievers discover their unique path, define their joy, and apply their ambition to achieve a balanced, happy life. Tracy is also the Founder and Managing Partner of Xaphes, an agency that helps lawyers harness their authentic confidence to be effective business developers and public speakers. Outside of work, Tracy is a budding golfer, ...
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The activities, efforts and discussions in both The CFO Alliance Peer Advisory Network and The CHRO Alliance Peer Advisory Network over the first seven weeks of 2021 confirm for me that the role of the chief performance officer (CPO) is a natural evolution of both the CFO and CHRO roles.  Given all of what 2020-2021 has forced upon finance and HR leaders, their c-suite colleagues and their enterprises,  CFOs and CHROs have to focus much more on the key business drivers and information flows that help predict business performance quickly and consistently, than ever before. In addition, advances in digital capability and disruptive technologies are challenging ...
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Our 2021 DEI Sports Industry Outlook Report , released on February 16th, 2021 , captured insights from dozens of C-Suite executives, HR leaders, and Diversity, Equity & Inclusion champions spanning the NFL, NBA, MLB, NHL, MLS and their affiliates. The goal of the study was to benchmark maturity, priority and understanding of the impact of DE&I issues on the employee experience in sports enterprises and the sports industry as a whole. While the sports industry has made great strides in DE&I, it has allowed one area to significantly behind: Its own non-player workforce and operations. Our study of the industry found a significant opportunity ...
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PHILADELPHIA, February 16, 2021 -   AchieveNEXT, a leading provider of Peer Advisory Networks and Solutions for emerging and mid-market leaders and their enterprises, has released the results of its study of Diversity, Equity and Inclusion within the Professional Sports Industry. From November 2020 through January 2021, AchieveNEXT invited C-Suite executives, HR leaders, and Diversity, Equity & Inclusion champions from more than 175 professional sports teams from across North America to participate in its study. Respondents represented teams from the NFL, NBA, MLB, NHL, MLS and affiliates. Qualified representatives from dozens of teams across each of ...
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A weekly three-minute read highlighting takeaways and insights from conversations with members. Top 3 Quotes of the Week:  “Transparency creates trust” Talking with a CFO about their point of view on the organization’s culture, they mentioned that some competition is losing top talent because of the lack of transparency.    “Wring out the resources” I found this one particularly fun because the CHRO was motioning as if they were wringing out a damp towel. This comment came up when discussing how to best develop strategies internally, and they felt like each piece of collateral could be viewed from “ one more angle .” ...
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Colleen Mook is an experienced entrepreneur, investor, speaker, podcaster, and small business consultant. Since selling her successful business, Baby Be Hip, in 2019, Colleen has focused her time on helping other entrepreneurs develop their businesses and balance the demands of work and home. In addition to her consultant work, she is also the host of the motivational podcast, Be Bold, Be Brave, Be YOU‪!‬ Colleen has been featured in various television, print, and online media, including The TODAY Show , for her accomplishments in building a successful brand while raising a family. She was also recognized by the Female Entrepreneur Association and named ...
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PHILADELPHIA, February 9, 2021 -   AchieveNEXT, a leading provider of Peer Advisory Networks and Solutions for emerging and mid-market leaders, their teams and enterprises, today announced   Milton Corsey   has joined their team as Director of Human Capital Solutions. "We're thrilled to welcome Milton to AchieveNEXT as we continue to strengthen our support to emerging and middle-market leaders, their teams and enterprises," said CEO Nick Araco, Jr. "Milton's prolific work in corporate training and organizational effectiveness will be a great complement to the work we're doing at AchieveNEXT." As the founder and principal of The Kaizen Group, Corsey helped ...
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A weekly three-minute read highlighting takeaways and insights from conversations with members. Top 3 Quotes of the Week:  “Data tells me what to do” From a financial planning and analysis standpoint, data is the primary driver for our organizations’ decisions. How do we interpret data, and then determine the best application of the data? Most importantly, what data drives growth??   “Audits are the equivalent to a clean bill of health”   This one is great. When discussing the intricacies of an audit, it was compared to going through an annual check-up. Like visiting the doctor, an audit certifies your [organization’s] health.   ...
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Dr. Shelton Goode is the President and Chief Executive Officer of Icarus Consulting, a veteran-owned consulting firm that specializes in helping organizations create an inclusive culture. Dr. Goode has over 20 years of experience with diversity and inclusion, HR, talent management, and organizational and leadership development. In 2019, he was named one of the "Top 10 D&I Trailblazers" by Forbes .  Prior to joining Icarus Consulting,  Dr. Goode held executive positions for companies ranging from $300 million to more than $11 billion in yearly revenue and has worked with enterprises, both large and small, across industries. He is also a highly decorated ...
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Power of 3 - #7

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A weekly three-minute read highlighting takeaways and insights from conversations with members. Top 3 Quotes of the Week: "Create your own culture” Last week, I was having a conversation about how culture has (or hasn’t) changed because of the shift to a remote workforce. One Chief People Officer said that companies create their own culture and that moving to a remote work force environment only means we create a remote culture. Great perspective! "Networking with my peers is a priority”   During one discussion with a CHRO I was told that even after 30+ years of working, she isn’t confident in her networking skills and has decided ...
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Jim Dawson is the President of Heidolph North America. Heidolph is a leader in the production of premium laboratory equipment for the scientific research industry in more than 100 countries worldwide. At Heidolph North America, Jim and his team provide dedicated customer service, shipping logistics, technical support, and sales management to the US and Canadian laboratory market.  Prior to joining Heidolph North America, Jim was the Executive Director for Brinkmann Instruments. He received his MBA in Finance from Indiana Wesleyan University and his BS in Chemical Engineering from The Ohio State University. ...
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Hi Everyone, the Wall Street Journal recently ran an article on when and how business executives should retire and I have to tell you, I disagree with most of it! Our working life should be on a a dimmer switch, not an "on or off" switch. This article has it wrong. Few people retire earlier because they "age out." Even fewer create a post-retirement plan on which they execute. Instead, we have to intentionally experiment with new kinds of work TODAY that we can keep doing AFTER our full-time work career ends. Thoughts? #CareerServices #AchieveNEXTSolutions
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Michele Juliana is the Principal in the Technology Consulting Practice at RSM US, where she leads the business applications team. RSM is a leading audit tax and consulting firm focused on the middle market. At RSM US, Michele works with various public and private sector organizations to optimize technology use.  Prior to joining RSM US, Michele was an Account Manager at Keystone Information Systems and a Federal Grant Program Manager for the State of New Jersey. She has a broad range of experience in the public sector, life sciences, and software and professional services. Here’s a glimpse of what you’ll ...
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#Insperity #AchieveNEXT #humancapital #benchmarking #CFO
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Power of 3 - #6

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A weekly three-minute read highlighting takeaways and insights from conversations with members. Top 3 Quotes of the Week: "How can I make sure it sticks?” 2020 had plenty of highs and lows for organizations. Many members said they learned to be more efficient and improve their prioritization skills last year. The shift to a remote workforce made that essential. Many organizations developed new protocols and want to make sure that they stay around in a post COVID world. Have you developed any new procedures or policies that you want to make sure stick around?  “What keeps me competitive?”   This was a good one. The question ...
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Michael Beduze, managing partner of   Da Vinci Global Consulting , and Tom Stewart, Chief Knowledge Officer at   AchieveNext , discuss the family dynamics that can impact the success of a family office. Beduze and Stewart talk about why family dynamics are frequently overlooked, why advisers should delve into so-called “soft” issues to ensure a better outcome for their family office clients, and how to address family dynamics when a business is involved. They also point to ways that families can develop their non-financial wealth, and how to engage members of the younger generation to instill a stewardship mentality needed for multigenerational growth and ...
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Michael Beduze, managing partner of   Da Vinci Global Consulting , and Tom Stewart, Chief Knowledge Officer at   AchieveNext , discuss the family dynamics that can impact the success of a family office. Beduze and Stewart talk about why family dynamics are frequently overlooked, why advisers should delve into so-called “soft” issues to ensure a better outcome for their family office clients, and how to address family dynamics when a business is involved. They also point to ways that families can develop their non-financial wealth, and how to engage members of the younger generation to instill a stewardship mentality needed for multigenerational growth and ...
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Our 2021 CFO-CHRO Sentiment Study , released January 14, 2021 , captured insights and perspectives from over 300 Finance and HR leaders from across North America. Finance and HR leaders will continue to focus on rebuilding revenue, on enhancing customer and employee strategies and scenario planning as they look to emerge stronger in 2021 . They’ll keep making changes to products and services, pricing and delivery strategies and increasing customer segments to increase revenue — They will invest in data analytics and automation to help spur growth in the next year and beyond. They will apply the lessons learned during 2020 -- a year like no other -- to help ...
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Emerging and mid-market finance and HR leaders reveal optimism and a laser-like focus on recovery and reinvention for 2021 and beyond PHILADELPHIA, January 14, 2021 — AchieveNEXT, a leading provider of Peer Advisory Networks and Solutions for emerging and mid-market leaders and their enterprises, has released its  2021 CFO-CHRO Sentiment Study to provide peer insights into strategic planning, financial outlook, and objectives for 2021 and beyond. In December, AchieveNEXT surveyed a cross-section of US-based emerging and mid-market CFOs and CHROs about their enterprises’ current and projected financial outlook, with particular focus on business ...
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