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Regina Black Lennox is the Executive Vice President and Chief of Staff at Satell Institute, an organization with a goal to increase the number of companies committed to long-term investments in nonprofits. As a consultant, speaker, and presenter, Regina has also worked with faith educational institutions and nonprofit organizations to provide leadership development, training retreats, and motivational seminars. Her best-known presentations include: The Language of Leadership , Ways to Incite & Excite ; Stay Proactive—Not Reactive ; Communicate to Create;  Called, Challenged and Gifted ; and Implementing Change Powerfully and Successfully.  Regina serves ...
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When it comes to innovation, there are two ways most companies look at it: like a machine and like a garden. With an innovation machine, companies are responsible for the design, construction, and management. With a garden, companies sow the seeds and let the magic happen. But, according to design thinking strategist Gretchen Goffe, there’s one major component that both approaches need: a human-centered approach.  Goffe has helped notable organizations like Nationwide, The Ohio State University, and Smithfield cultivate innovation opportunities through a customer-centric lens. By adopting the customer’s perspective throughout the entire buying journey, an ...
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Kendall Qualls is a Republican Candidate for the Governor of Minnesota. Before this, he was the Founder and President of TakeCharge Minnesota, an organization created to inspire and educate black and minority communities. He has over 25 years of experience in the healthcare industry, working as the Chief Commercial Officer and EVP for PotentiaMetrics and the Global Marketing Vice President for Covidien/Medtronic, as well as other roles for pharmaceutical, biotech, and medical device companies. Kendall also served on the board of trustees at Nyack Hospital in New York City and the board of directors at Colorado UpLift. Prior to his career in politics and the ...
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Pat Summitt, the former Head Coach of the University of Tennessee Lady Vols basketball team, once said, “Most people get excited about the games, but I get excited about practice because that’s my classroom.” This wisdom doesn’t only apply to athletic coaches. Whether on the court or in an office, leaders have to be students of the game. This is just one takeaway from award-winning author Justin Spizman’s study of the chemistry and capability of coaching, which he describes in his book, Coach: The Greatest Teachers in Sports and Their Lessons for Us All . In his book, Spizman interviews 168 renowned leaders in sports, including famous coaches like Pat Summitt, ...
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Emma Pollard is the Director of Global Talent Development at Teleflex, a global provider of medical technologies with more than 14,000 employees worldwide. With over a decade of experience in talent acquisition, Emma helps companies develop and engage their employees and customers at every part of the enterprise. She enjoys exploring international environments, organizations, and cultures. Additionally, Emma has a background in psychology that assists with her communication, analytic skills, and interactions. Here’s a glimpse of what you’ll learn:  Emma Pollard talks about her background in ...
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CFOs say that top line growth is their #1 financial priority for 2022. Yes, they’re watching costs—CFOs always do—but job one is top-line growth.And the straightest road to the top line? An effective sales force. According to the National Center for the Middle Market, the combination of sales force effectiveness and retaining profitable customers has 60% more impact on growth than entering new markets, and more than two-and-a-half times more oomph than innovation. That means finance leaders need to collaborate more closely with their sales and marketing peers–to build capabilities, leverage relationships, and define a strong customer-experience ...
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The tight labor market has forced leaders to scramble to rethink and redevelop the ways they compete for top talent and ensure that they’re growing a strong team. In many companies, there’s a kind of panic — a feeling of being caught unprepared, a sense that they lack a talent strategy, and that talent tools that once served them well aren‘t working. According to Marc Effron, a leading thinker and practitioner in the talent field, these challenges are nothing new. Over the past decade, exit rates have been on a steady, uninterrupted climb. The difference nowadays is that these talent issues are more noticeable — and solving them more expensive. If you want ...
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Dan Rhoton is the Executive Director at Hopeworks, a nonprofit founded in 2000 to help Camden, New Jersey young adults return to school and create pathways for gainful employment. Dan is an experienced education and nonprofit leader with two decades of experience helping youth and adults achieve their dreams. With a focus on education, technology, and entrepreneurship, Dan and his team at Hopeworks provide a positive, healing atmosphere that propels young people to build strong futures and break the cycle of violence and poverty. Here’s a glimpse of what you’ll learn:  Dan Rhoton explains ...
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A few simple changes in words you and your people use when talking to customers can profoundly affect customers’ feelings about your company, their loyalty and satisfaction, and their likelihood to buy. Advanced linguistic studies show that many of the scripts given to customer service people — and many of the ideas companies have about what makes for effective communication — are in fact wrong. How so? Professor Grant Packard talks about this and more as he joins Thomas A. Stewart on The Leading Edge — a place where new ideas emerge and are sharpened, and where leaders look to find the edge that brings success for themselves, their teams, and their enterprises. ...
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Ok....Here is a March, 2022 CFO ALLIANCE REAL-TIME CASE STUDY for you to consider and offer your advice --REPLY/COMMENT HERE WITH YOUR ADVICE: The Person:    He is a new CFO Alliance Member He will be a 1st-time CFO He is trained in Finance (Undergraduate BS, Finance and Economics) - Not Accounting Grew up in Financial Analysis, Strategy, Corporate Development Current Role is Business Unit CFO in large enterprise in a Unit with 800 FTEs Lives in Philadelphia, PA The Enterprise: A  NEWCO, created and owned by a Private Equity Fund. This NEWCO is a 'CRO':  The Contract Research Organizations industry provides several services ...
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Nick Araco is the Founder and CEO of AchieveNEXT, a peer-led advisory network organization that empowers market leaders and their teams to meet ambitious growth goals. Over the last 20 years, Nick has helped facilitate a community of forward-thinking, entrepreneurial-minded, and financially educated C-Suite executives across industries. He serves as the voice of the CFO community, representing over 10,000 leaders and members of The CFO Alliance and The CHRO Alliance. Prior to founding AchieveNEXT, Nick served in growth strategy and business development leadership roles for companies including Drinker Biddle & Reath LLP and RSM US. He is currently a renowned ...
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Digital transformation isn’t just about the latest and greatest technology — it’s also about leadership. But how is digital changing the work and role of a leader? What do leaders need to succeed in the digital age? Paul Leinwand and Mahadeva Matt Mani talk about this and more as they join Thomas A. Stewart on The Leading Edge — a place where new ideas emerge and are sharpened, and where leaders look to find the edge that brings success for themselves, their teams, and their enterprises. With the rise of digital, many leaders are worried about keeping up with the newest tool or strategy. But, Leinwand and Mani say there’s a more important question that leaders ...
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Roy Schindele is the President of RDS Advisers Corp and the Executive Director of Sales and Marketing at Mission Inn Resort & Club. He grew up in an entrepreneurial household and has been in the hospitality industry for over 30 years. Roy’s customer-oriented focus and strategic planning experience have played a key role in his successful career. Previously, he was the Founder of a fashion design company, a Consultant at Walt Disney World, and the Resort Director at Arnold Palmer’s Bay Hill Club & Lodge. Here’s a glimpse of what you’ll learn:  Roy Schindele talks about how his generational ...
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Myles Anderson is the Founder and CEO of BrightLocal. BrightLocal is a marketing technology business that provides solutions to local marketing challenges. Their tools and services have helped over 80,000 local marketers develop success for their brands and clients. The BrightLocal team has grown to more than 200 employees working in four countries. Before launching his business, Myles was the Product Manager and Marketing Manager for VideoJug and the Director of Business Development for eHarmony. Here’s a glimpse of what you’ll learn:  Myles Anderson shares how BrightLocal began Why vulnerability ...
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As the demand for digital intensifies, companies are feeling pressure to quickly digitize every facet of their strategy. This begs the question: is the “transform or die” mentality the key to success? When it comes to digital transformation, how do you separate strategic need from hype and salesmanship? Professor Julian Birkinshaw, an expert in innovation, strategy, and entrepreneurship, is looking beyond the headlines and using data to drive insight and answer the question: “How digital do you really need to be?”  Although digital disruption is a phenomenon that everyone is talking about, Birkinshaw says that much of the change is concentrated in the technology, ...
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Stu Benton is the President and CEO at Bradford Soap Works, an international manufacturer of personal care products focused on sustainability. He has been with Bradford Soap Works for over ten years, serving as their CFO before expanding to his current position. Stu has held several executive manufacturing, distribution, and financial roles for companies including Northeast Security Inc., New Energy Alliance, Plymouth Rubber Europa S/A, and more. Stu holds a bachelor’s degree in accountancy from Bentley University and an Executive MBA from Suffolk University. He is the Past President of the Massachusetts Society of CPAs and previously served on the Board of ...
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In the era of digital transformation, information is power. And with increasing online accessibility, consumers now have more information at their fingertips than ever before — often more than retailers themselves. So how do brands keep up with this ultra-savvy, digitally native generation of customers? Award-winning technologist and former fashion designer Jade Huang talks about this and more as she joins Thomas A. Stewart on The Leading Edge — a place where new ideas emerge and are sharpened, and where leaders look to find the edge that brings success for themselves, their teams, and their enterprises. Huang has worked with world-class retailers including ...
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Travis Shumake is a Licensed NHRA Funny Car and Super Comp Dragster Driver who is skilled in community relations, brand representation, and public speaking. Travis is the fastest LGBTQ+ motorsports driver in the world and the first openly gay racer licensed by the National Hot Rod Association (NHRA), which is considered one of the largest motorsports sanctioning bodies across the globe. Travis grew up in the drag racing world as the son of the late Funny Car champion, Tripp Shumake, and is an LGBTQ+ activist and a nonprofit fundraiser. Here’s a glimpse of what you’ll learn:  ...
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THE CFO AGENDA FOR 2022 As CFOs translate their enterprise strategies into goals, initiatives, and tasks for the year ahead, they need to focus on what their best contribution can be to their company’s strategy. The 2022 Global Sentiment Study reveals what those contributions are and some significant changes from last year’s priorities. Job one is driving top line growth, but managing costs has surged into a strong second place on the CFO priority list.  THE CHRO AGENDA FOR 2022 CHROs also need to assess how to make the greatest contribution to enterprise strategy and goals, and how that opportunity translates into mandates and plans and KPIs for themselves, ...
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BUILDING TALENT CAPABILITIES FOR SUSTAINABLE GROWTH Has there ever been—short of the all-out mobilization in World War II—a period in which employees’ lives and enterprise-employer relations have been more thoroughly and quickly turned topsy-turvy? Eighteen months ago, workers and companies were trying to cope with mass layoffs and shut downs, Payroll Protection Program loans, and expanded unemployment benefits. At the same time, tens of millions of workers moved their workstations from offices to dens and kitchen tables, while their employers’ redesigned workflows, job descriptions, and performance measurement. Now, after a year with the nearly record rates ...
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Jeff Terhune is the Director of Federal Affairs at JBS Communications, LLC, a bipartisan government relations firm. In his role, Jeff is a trusted advisor to private sector leaders, community agents, and public policymakers — providing strategy guidance that is informed by his experience with federal and state government officials. He serves small and medium-sized enterprises, institutions of higher education, and nonprofits with a primary focus on improving livelihoods in rural America. Here’s a glimpse of what you’ll learn:  Jeff Terhune explains where his problem-solving mindset came from ...
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Top Takeaway: CX and Sales for the 2022 Global Midmarket CFO-CHRO Sentiment Study Customers, markets, and sales: Tightening the tie between technology and the human touch The relationships between enterprises and their customers are being transformed by two seemingly contradictory forces. One the one hand, data analytics and digital transformation have brought technology into the company-customer interface as never before. Simultaneously, as companies provide more complex offerings—services and solutions, not just products—empathy, relationships, and personal connection have become more important than ever. Marketing, sales, and customer service become ...
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People really are the most important asset—and the biggest concern. With ambitious growth targets and a people playbook torn up by the pandemic, the “Great Resignation,” and demands from empowered, in-demand employees, finance and HR executives agree that attracting and retaining talent is the No. 1 strategic imperative and the issue that is most likely to keep them up at night. Everything else depends on having enough of the right people in the right roles—including the ability to deliver revenue growth, the No. 2 priority, while driving productivity and efficiency, priority No. 3. Controlling their own destiny. As they look for sustainable, improved ...
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AchieveNEXT , the CFO Alliance and the CHRO Alliance, in collaboration with  Workday  and  Spendesk , has released its 12th annual  CFO-CHRO Global Sentiment Study for 2022 . The report highlights the positive sentiments and growth intentions of Finance and HR professionals from emerging and middle market enterprises. This study allows mid-market enterprises to benchmark with peers and compare strategies and tactics on how to navigate today’s uncertain climate and create a plan for sustainable growth in the year ahead. ABOUT THE STUDY This study captures the sentiments and intentions of finance and HR leaders from emerging ...
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Just as talent became a budding topic during the pandemic, supply chain issues similarly weighed heavy on people’s minds — and businesses. In this episode of The Leading Edge , you’ll hear how one company has managed its suppliers and distributors through all the twists and turns of the last two years — and what you can learn from its success. When the pandemic first hit, a report by the National Center for the Middle Market indicated that the #1 area where executives felt least effective — and least able to control — was the supply chain. Michael Araten, who runs a third-generation family manufacturing company, felt the same. With pressure to uphold a business ...
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Mike Krupit founded Trajectify, a business and leadership coaching company, in 2013 to help entrepreneurs and small businesses succeed. He has been at the helm of eight diverse startups — including Real Food Works, Novotorium, and CDNOW — and is familiar with the highs and lows of running a business. He began his career as an engineer before discovering his passion for leadership and coaching. During his 30 years of experience, Mike helped a 15-year-old telecommunications company double its revenues to $25 million and spent a decade in Silicon Valley working with two innovative businesses: Verity and KnowledgSet. He moved back to the Northeast and was a pioneer ...
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Succeeding in a new role today does not look the same as it did 10 or 20 years ago. Conventional wisdom says that transitioning to a new position is about making a big difference fast. But studies of the most successful transitions show that the key to long-term accomplishment is to focus on developing your network, especially the internal network of peers, superiors, and subordinates — the team that gets work done in today’s cross-functional, interconnected, collaborative workplaces. So what steps can you take to flourish in the current professional climate? Networking expert Rob Cross talks about this and more as he joins Thomas A. Stewart on The Leading Edge ...
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The Great Resignation, which is still sweeping across the US, is having a big impact on the growth of companies of all sizes and in almost every industry. But midsized companies may be suffering most — because overall they grow faster than other companies, and because their HR teams are often lean and not well equipped to deal with the problem. So what can organizations do to combat this issue, attract top talent, and retain strong employees? With an extensive history as an HR executive, Jeff Green reminds organizations that “your ability to scale up and grow is tied directly to your ability to find and retain the people that you need to support that growth.” ...
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What goes into creating an exceptional customer experience? How does a positive work environment lead to a loyal fan base? Fan engagement expert Ruby Newell-Legner talks about this and more as she joins Thomas A. Stewart on The Leading Edge — a place where new ideas emerge and are sharpened, and where leaders look to find the edge that brings success for themselves, their teams, and their enterprises. Newell-Legner has consulted with and designed customized training programs for 66 professional sports teams and hundreds of facilities. With over two decades of expertise in the guest service and fan experience realm, she knows what it takes to revitalize a ...
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Richard Polak is a global business consultant and renowned thought leader with over 40 years of experience. He has designed world-class and HR benefit programs for multinational firms, including leading hotel chains, Fortune 100 companies, and global technology brands. Currently, Richard serves as a senior global advisor for an advocacy group that advises Congress on benefit issues, as well as other prominent associations and consulting firms. Richard has helped hundreds of companies in more than 90 countries increase productivity, improve HR Forensics, and take their businesses to the next level. Previously, he worked as the Executive Vice President/Area President ...
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Mark Roberts, a current member of the AchieveNEXT Talent Management SolutionsTeam, has over 35 years of experience helping organizations drive profitable sales growth. He is the CEO and Founder of OTB Sales Solutions, where he uses a “no smoke and mirrors” approach to improve sales teams and boost profits. Mark has held senior roles in sales and marketing for SPARXiQ, The Timken Company, Gardner Denver, VMI, and Frito-Lay, among others. He is the author of Branding Backwards, the creator of the No Smoke and Mirrors blog, and a popular keynote speaker, trainer, and thought leader on LinkedIn. Mark has been awarded The Business Excellence Award from the National ...
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What can be done in the workplace for people of color and women? How has the pandemic affected the ways and means by which women progress in their careers? To discover the key to navigating this new world of work, Thomas A. Stewart joins Sylvia Ann Hewlett — whose pioneering work on the importance of sponsorship and the effects of “on-ramps and off-ramps” on women’s careers has impacted a new generation of women and work. Dr. Hewlett has long been an expert on the ways in which women's careers are interrupted or stymied. She is a Cambridge-educated economist and expert on gender in the workplace who has worked with leading organizations including Cisco, Goldman ...
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Robert (Bob) Blumenthal is an Independent Human Capital Consultant who consults for companies and investor funds on everything related to people and talent acquisition. He has over two decades of experience in leading C-suite talent acquisition and human capital strategy, and has recruited senior executives and board members for major corporations and private equity and venture-funded companies within the industrial, consumer, retail, healthcare, and technology industries. Before this, Bob began his career in sales and marketing at IBM Corporation where he was a platform speaker and motivational marketer. As a branch manager, Bob ran the number one branch in ...
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Customer have more power than ever--which means companies must do more than ever to understand and meet their expectations and to forge relationships that last. To get the latest insights, Thomas A. Stewart invited Douglas Longenecker, Patricia O’Connell, and Tara Baumgarten to join him on The Leading Edge — a place where new ideas emerge and are sharpened, and where leaders look to find the edge that brings success for themselves, their teams, and their enterprises. The customer experience encapsulates everything a consumer sees, feels, and touches — and it’s up to companies to design a winning experience strategy across all tiers of their organization--not ...
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Below is an excerpt from a recent peer discussion within the AchieveNEXT Networks - CFO Alliance and CHRO Alliance.
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Ruby Newell-Legner is a Fan Experience and Employee Engagement Strategist and the Founder of 7 Star Service. She specializes in inspiring new service cultures in sports, leisure, and entertainment industries to create the ultimate fan experience. Ruby has worked with over 66 professional sports teams and several international sporting events ranging from the Olympics to the Super Bowl. Ruby has presented approximately 3,000 staff development sessions in 24 countries and has been a member of the National Speakers Association since 1995. Previously, she was a swimming coach and recreation facilities manager for over 20 years, which taught her the importance of ...
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Terence Craig is an startup investor and advisor with expertise in AI, SaaS, Big Data, and more. He works with organizations like Astia, The Capital Network, the Investors of Color Network, and Toyota Ventures to support diversity and boost growth. His specialty is investing in and creating opportunities for diverse teams and companies. Terence graduated from The University of Texas at Austin with a bachelor’s degree in information systems. He started his career as a pioneer in the technology space before taking on the role of advisor for startup entrepreneurs. Here’s a glimpse ...
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How does an enterprise turn innovation from a one-time thing into a sustained part of its business model and culture? Most businesses begin with a creative spark; a few manage to be innovative over years or decades. But only a handful have managed to keep sparking for decades. One of those is the Boston Consulting Group. Long admired as the most innovative of the great strategy consultants, BCG has kept new ideas coming for more than half a century. How? To find out, Tom Stewart sat down with Martin Reeves, a senior partner of BCG who runs the firm’s Henderson Institute, the internal think tank named for founder Bruce Henderson. A leading strategist and thinker ...
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Amidst the “Great Resignation, the War for Talent , the “ She-cession ,” and 2022 budget planning, the role of the chief performance officer (CPO) is becoming increasingly critical. Performance is the key indicator of an organization’s health and success. With the exodus of top talent, the fight to retain and find talent across the board, and the moral imperative of cultivating a diverse workforce and inclusive culture , the CPO role is becoming a necessity in the C-suite. But who should fill the position, and what are the needed skillsets? In addition to companies hemorrhaging talent and missing the mark on meaningful DE&I initiatives, the growing ...
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