Success Beneath the Surface
Episodes

Wednesday Sep 13, 2023
EP31: Creating Impact Through Intention
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
If you joined us for our recent episode, you witnessed a powerful conversation between Deborah Fell, and Dan Lackner, a fractional Chief Sales Officer for Chief Outsiders. Today, we'll be diving deeper into that conversation. From understanding people's profound impacts on our lives and careers to the difference between mere activity and genuine, transformative impact, Dan and Deborah touched on subjects that resonate with many of us. Listen to this commentary as Deborah breaks down the key takeaways as she highlights Dan's fresh perspective on how intentional actions lead to significant results.
Full episode:
EP30: Leadership Alchemy - From Data to Door-less Offices
About Dan Lackner:
Dan is a senior sales leader with extensive experience in analytic software applications, CRM, SaaS solutions, and designing and implementing high velocity, predictable, recurring revenue models. He works closely with early to mid-stage technology companies to build a tight interlock with marketing and eliminate friction in the demand funnel. With a track record of success in sales, marketing, product management, engineering, and customer success, Dan drives revenue growth by designing and implementing sales processes, compensation plans, account strategy, training, and demand funnel management.
Links from this episode:
Dan Lackner on LinkedIn
Deborah Fell on LinkedIn
Chief Outsiders

Wednesday Aug 30, 2023
EP29: Joy as a Catalyst in Business Success
Wednesday Aug 30, 2023
Wednesday Aug 30, 2023
Joy is a powerful driver in overcoming challenges in business, as explored in our latest commentary episode. Deborah delved into this theme with the dynamic Charles Dobbins, founder of Multifamily Investing Academy. Charles recounted his journey from the insurance sector to fulfilling his dream of owning apartments, highlighting the roles of passion, persistence, and the courage to pivot. His story is a testament to the power of joy, creativity, and commitment in building a successful business. Join them for this commentary, "Joy as a Catalyst in Business Success."
For more of Charles' inspiring insights, check out the full episode and stay tuned for our upcoming conversation with Dan Lachner, a chief sales officer resource!
Links from this episode:
Full episode with Charles Dobens
Multifamily Investing Academy
MultifamilyOS on YouTube
About Charles Dobens
Deborah Fell on LinkedIn
Chief Outsiders

Wednesday Aug 16, 2023
EP27: Culture Counts - Saxby, Yeung, Ugrinsky, and Duverné
Wednesday Aug 16, 2023
Wednesday Aug 16, 2023
In this podcast, Deborah does a round-up of perspectives on the crucial topic of culture, incorporating relevant highlights from prior podcasts of four CEOs:
Art Saxby, CEO and Founder of Chief Outsiders notes that the biggest lessons have been the importance and power of culture - the culture that draws the greatest leaders and contributors to work for the company and magnetizes like-minded clients to it because they hold the same values.(Full episode is here: EP25: Scaling Your Business - Curiosity and Leadership)
Chris Yeung, CTO and co-founder of Vimbly Group says “Some of the greatest accomplishments in humanity have been through partnership and cooperation” - and he values this type of culture so strongly, that he & his partner made the decision to shut down a company they had acquired when they found it a toxic culture. He merely called it a “hard lesson.” (Full episode is here: EP7: CTO Masterclass: How to Build a High-Performing Tech Team)
Xena Ugrinsky, CTO and Founding Partner at Pilot Wave Holdings Management, brings in the cultural impact on the speed and effectiveness of AI and digital transformation where sometimes we have to break the old cultural norms so that it’s okay to experiment, fail and leverage what you’ve learned.
(Full episode is here: EP19: Building a Future-Ready Business - Tech, Culture, and Strategy)
Herby Duverné, CEO of Windwalker Group is creating A culture where people are working hard, yet having a good time - they are passionate about performing because they believe what the company is doing and what the company is is special.
(Full episode is here: EP13: Building a Business on Solutions Rather Than Problems)
Links from this episode:
Herby Duverné on LinkedInWindwalker
Xena Ugrinsky on LinkedInXena Ugrinsky on TwitterPilotwave Holdings
Chris Yeung on LinkedInVimbly Group
Art Saxby on LinkedInChief Outsiders

Wednesday Aug 09, 2023
EP26: Elevating CEOs - Art Saxby’s Blueprint for Strategic Growth
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
Art Saxby's wisdom resonates with CEOs seeking transformative growth. His insights crystallized his journey from Frito Lay's marketing to turning around bankrupt entities. Saxby delineates the disparity between small and big M marketing, advocating for a holistic approach that combines tactical execution with strategic vision. He spotlights Imperial Sugar's shift from a sugar manufacturer to a supply chain leader, illustrating the impact of aligning with customer needs.Saxby's core tenet is a market-rooted business plan. He underscores dissecting customer behavior, competitor dynamics, and internal strengths to fuel strategy. Incorporating external viewpoints enhances the strategy's innovation. His philosophy transcends marketing and sales barriers, emphasizing adaptive solutions over fixed ratios. His approach champions tailored strategies that stimulate growth on multiple fronts.Art Saxby equips CEOs with a growth roadmap that shuns convention. By melding change, market insight alignment, and holistic sales-marketing synergy, he empowers CEOs to steer dynamic expansion. Listen to this commentary, "Elevating CEOs: Art Saxby's Blueprint for Strategic Growth."
To hear the full interview, listen here.
Links from this episode:
Art Saxby on LinkedIn
Deborah Fell on LinkedIn
Chief Outsiders

Wednesday Jul 26, 2023
EP24: Gaining an Edge: Unraveling Customer Desires
Wednesday Jul 26, 2023
Wednesday Jul 26, 2023
Last week, we delved into the world of customer knowledge on Success Beneath the Surface, and what an eye-opening journey it was! As Susan Finch and I explored the importance of truly understanding our customers, we uncovered a game-changing insight that separates successful businesses from the rest.
We often claim to know our customers, but do we really grasp their desires and needs beyond the surface level? Let me share a personal experience that perfectly illustrates this point. My husband and I recently purchased outdoor furniture, but what we truly sought were not just chairs, but unforgettable moments with loved ones in our courtyard.
The key is to look beneath the obvious and ask the right questions. That's precisely what the perceptive sales representative did, earning our business and future loyalty. I challenge you to question if your company truly comprehends your customers' deepest needs. Join me in this commentary as we uncover the untapped potential of gaining deeper customer insights for the growth and prosperity of your business. Don't miss last week's full episode, "Navigating Change: CEO's Playbook for Profitable Adaptation."
Links from this episode:
Deborah Fell on LinkedInChief Outsiders
Susan Finch on LinkedInFunnel Media Group, LLC

Wednesday Jul 12, 2023
EP22: When You’re Green, You’re Growing, When You’re Ripe, You’re Rot.
Wednesday Jul 12, 2023
Wednesday Jul 12, 2023
Deborah unpacks last week's episode featuring Ed Valdez, a partner, and Chief Marketing Officer at Chief Outsiders, where they discussed the importance of leveraging artificial intelligence (AI) in business processes. He emphasized that companies not utilizing AI are falling behind. Real-time customer insights, such as their responses to website content and search behavior, are crucial for optimizing results and expenses. Traditional methods like focus groups are no longer efficient, as AI enables real-time learning, adjustments, and improvements.
Valdez explains that businesses not leveraging AI in marketing or customer service will eventually be left behind. The average lifespan of businesses has decreased due to advancing technologies, and adapting to AI is crucial for survival.
Businesses that remain stagnant are moving backward, while those embracing AI can enhance their operations, serve clients better, and achieve improved business results.
Links from this episode:
Ed Valdez on LI Ed Valdez on Chief Outsiders
Deborah Fell on LinkedInChief Outsiders
The complete episode is here.

Wednesday Jun 28, 2023
EP20: Creating a Culture of Experimentation and Learning
Wednesday Jun 28, 2023
Wednesday Jun 28, 2023
In our previous episode, we had the privilege of hearing from Xena Urgrinsky, an expert in the field of transformation and data science. Xena shared invaluable insights on the crucial link between building a future-ready business and upskilling and transforming your team. Today, we'll focus on key takeaways from that conversation. Xena emphasized the need for human evolution within organizations, highlighting the challenge of transforming people and creating a culture of experimentation and learning. She stressed the importance of developing a strategic vision and tackling cultural hurdles to achieve transformative success. Additionally, Xena discussed the role of applied data science, cautioning against using every new technology for every problem and emphasizing the necessity of continuously monitoring and adapting machine learning models. As we navigate this ever-changing landscape, let's harness the power of these tools effectively and prioritize critical thinking skills to drive our workforce forward.
For CEOs who are in the process of building a future-ready business, let's take a few minutes here to emphasize a central point that transforming your company for the future must also involve upskilling and transforming your team.
About Xena Ugrinsky
Xena Ugrinsky - CTO, Co-Founder and Senior Transformation Executive at Pilot Wave Holdings Management, LLC, and Principal, Founder and Data Science Evangelist at Genre-X, Inc. She is an AI expert, author, and previous Partner at KPMG as well as Booz Allen Hamilton. She believes that data-driven competency will be the main source of competitive advantage over the next few years and that if leaders of mid-sized and large enterprise companies are not actively exploring how applied data science can be propagated through their organizations based on clear business objectives and measures of success, they risk being left behind.
Links from this episode:
Pilotwave HoldingsXena Ugrinsky on LinkedInXena Ugrinsky on Twitter
Deborah Fell on LinkedInChief Outsiders

Wednesday Jun 14, 2023
EP18: The One Thing They Asked for Was Drone Inspection
Wednesday Jun 14, 2023
Wednesday Jun 14, 2023
Last week my guest was Xena Urgrinsky, CTO, and Founding Partner at Pilotwave Holdings Management and CEO and Founder at Genre X. She's an artificial intelligence expert and author, and data science evangelist, and she's been both partner and principal at KPMG, as well as a partner at Booz Allen Hamilton. Xena immigrated with her parents from Germany and became an American citizen at eight, which was transformational for her family and an example of living the American Dream. A truly amazing journey and I want to encourage you to listen to all of episode 17 today. In this commentary, I want to dig into a key question. She shared that she asked her companies to help them unlock important change in growth, and the question is this, if you could get anything, what would you want that would make you wildly surpass your peers? Listen to EP18: The One Thing They Asked for Was Drone Inspection.
About Xena Ugrinsky
Xena Ugrinsky - CTO, Co-Founder and Senior Transformation Executive at Pilot Wave Holdings Management, LLC, and Principal, Founder and Data Science Evangelist at Genre-X, Inc. She is an AI expert, author, and previous Partner at KPMG and Booz Allen Hamilton. She believes that data-driven competency will be the main source of competitive advantage over the next few years and that if leaders of mid-sized and large enterprise companies are not actively exploring how applied data science can be propagated through their organizations based on clear business objectives and measures of success, they risk being left behind.
Links from this episode:
Pilotwave HoldingsXena Ugrinsky on LinkedInXena Ugrinsky on Twitter
Deborah Fell on LinkedInChief Outsiders

Wednesday May 24, 2023
EP16: The Power of Presence - Navigating Complexity as a Leader
Wednesday May 24, 2023
Wednesday May 24, 2023
Welcome to another episode of Success Beneath the Surface, where we uncover the secrets of effective business leadership. In our last episode, we had the pleasure of hosting Peter Schwartz, a seasoned Vistage chair with over 30 years of experience in nurturing early-stage concepts and companies to fruition. Peter's remarkable achievements, having won numerous awards twice over, speak volumes about his expertise.
During our conversation, Peter highlighted a topic close to my heart: the profound impact of a leader's presence and the essentiality of mastering inner and outer game skills in today's complex work environment. He emphasized that as leaders, we have full control over how we show up and shape the weather for our teams. Peter's fascination with leadership development began in the mid-90s and has since evolved into a passion.
Peter introduced the concept of the inner game, a term coined by Timothy Gallwey, which focuses on expanding the complexity of the mind to effectively navigate the increasing intricacies of the world. He discussed the importance of evolving our relationships with others, shifting from a focus on likability to respect and performance.
Join us as we continue to explore leadership journeys and the transformative power of personal growth with Peter Schwartz. Let's unlock the secrets to successful business leadership together.

Wednesday May 10, 2023
EP14: Reinventing for Growth in Uncertain Times
Wednesday May 10, 2023
Wednesday May 10, 2023
In today's episode of Success Beneath the Surface, we welcome back Herby Duverné, founder and CEO of Rise Development and Construction and principal and CEO of Windwalker Group. In last week's episode, we heard about his journey, starting from the trenches and growing his businesses. But today, I want to focus on one key lesson from our conversation - the importance of finding opportunities in challenges.
When faced with obstacles, it can be easy to feel defeated and give up. But Herby believes that challenges are a natural part of life and business and that there is always an opportunity to be found. Even during the COVID-19 pandemic, when many businesses were struggling to survive, Herby's companies grew and thrived by focusing on internal investments and being prepared for the opportunities that would arise.
The full episode from this commentary is here.
And the previous half of this session with Deborah and Herby can be heard here.
Links from this episode:
Herby Duverné on LinkedInWindwalker
Deborah Fell on LinkedInChief Outsiders