That bet became Mitchell Martin, a technology and healthcare staffing firm Gene co-founded on Wall Street in 1984. Today the company runs close to $180 million in revenue and employs staffing professionals, contractors, and a team of 75 in India. They've survived the 1987 crash, 9/11 (they were three blocks away and couldn't get to their office for six months), COVID, and the current market contraction.

In this conversation, Gene talks with Deborah Fell about what it actually looks like to run a company for over 40 years with the heart of a social worker. He gets into the decision to become an ESOP, why he walked away from what would have been a much larger exit, how he's handling fraud detection with AI tools like Ropes AI, and where he sees the staffing industry heading as AI reshapes the job market.

Gene also talks candidly about succession. His son Josh has been with the company for 15 years and is being built up to run it. The goal isn't to leave next Thursday. It's to build something that outlasts him and rewards the people who helped get it there.

If you're a CEO wrestling with what loyalty to employees actually looks like in practice, or you're wondering how to stay energized when the market turns against you, this is a conversation worth hearing.

Gene Holtzman Bio:

Eugene Holtzman founded Mitchell Martin in 1984 with the idea that technology was the future of business.  Today, that notion still stands and has helped propel MMI in to one of the largest IT staffing firms in the US.  Gene is distinguished by his energy and creativity, guiding teams with a culture that encourages and supports continuous learning and innovation. With a passion for talent acquisition technology, Gene started Talent Tech Labs, a one-of-a-kind venture to research, validate and accelerate new TA technologies by connecting early-stage companies with forward thinkers in the industry.  Guided by his inspirational leadership, MMI continues to grow with a focus on technology and collaboration, harnessing the benefits of niche IT specializations to better serve both clients and candidates. 

Gene Holtzman on LinkedIn

David Johnson, CEO and Founder of Vervent, sat down with Deborah Fell to answer exactly that. David’s path wasn’t linear: he dropped out of high school at 16, found his way to UC Berkeley and Stanford, cut his teeth at Bain and McKinsey working private equity deals, then made the leap to build his own company in 2008 right in the middle of a financial crisis. Vervent, a leading consumer finance operating platform, now serves clients across the full FINTECH spectrum and has grown through both organic expansion and targeted acquisitions, backed by StonePoint Capital since 2019.

This conversation goes deep on the habits, mindset, and cultural principles that have sustained David’s leadership across nearly two decades. He’s blunt about the loneliness at the top, honest about the team members who couldn’t scale with the company, and practical about what it actually means to act when the outcome is uncertain.

If you’re a CEO navigating complexity, building a team, or wondering how to stay hungry after years in the seat — this one is for you.

David Johnson Bio: David J. Johnson is the Founder and CEO of Vervent, a leading financial servicer known for precision execution and operational resilience across complex portfolios. Since founding the firm in 2008, Johnson has grown Vervent into a global organization specializing in primary loan and lease servicing, credit card servicing, and capital markets services supporting private credit and structured finance. With more than 25 years of industry experience, he is known for turning complexity into opportunity. Prior to Vervent, Johnson served as SVP of Corporate Development at Memec and consulted for McKinsey & Company and Bain & Company, advising Global 500 clients worldwide.

David J. Johonson on LinkedIn

In this conversation with Deborah Fell, Kevin breaks down why the most successful private equity leaders treat workforce investment exactly like capital equipment purchases. Clean up the shop floor. Improve benefits. Increase wages. These aren't feel-good initiatives—they're strategic moves that lower turnover, boost productivity, and create a pipeline of candidates eager to work for you.

The challenge? Most MBA programs don't teach this. Most leaders still view people through a purely financial lens. And the skilled labor shortage isn't going away.

Kevin's approach is refreshingly direct: listen first, provide guardrails not micromanagement, and give people room to succeed and fail. He challenges the myth that younger generations don't want to get their hands dirty and explains how AI and robotics don't replace workers—they transform their roles from manual labor to skilled technicians.

This episode is essential listening for CEOs wrestling with hiring challenges, retention issues, or leaders who've never been taught to view human resources as a strategic imperative. Kevin proves that being the employer of choice isn't just good ethics—it's good business.

About Deborah's guest, Kevin Stevick:

Currently the CEO of RH Sheppard, a steering gear manufacturer for commercial vehicles, Kevin has over 40 years of leadership in metals manufacturing, including 25 years as CEO of private equity-owned portfolio companies. He has successfully led turnarounds and growth strategies for various mid-market metals related companies for multiple private equity firms. This has been achieved by driving operational excellence, strategic acquisitions, and significant EBITDA improvements. Kevin holds a BS in Systems Engineering from the U.S. Naval Academy and a MS Business Analytics. 

Connect with Kevin on LinkedIn

About RH Sheppard:

R.H. Sheppard is an 88-year-old, American-manufactured leader in heavy-duty commercial vehicle steering. Based in Hanover, Pennsylvania, it is the only US based manufacturer of power steering gears for the global trucking and transportation industry. What truly sets Sheppard apart is its fully integrated model—engineering, machining, heat treating, remanufacturing, and service—all under one roof. Sheppard partners closely with OEMs and fleets to solve complex challenges, reduce lifecycle cost, and deliver unmatched reliability, performance, and technical support. When steering performance and uptime matter, customers choose Sheppard. Visit rhsheppard.com/ to learn more.

That decision led to Eskridge, an AI consultancy built specifically for mid-market companies—the ones competing in the same arenas as enterprise but without McKinsey budgets or tolerance for bloat.

We dig into the shift from "what is AI?" conversations in 2023 to tactical implementation pilots today, and why most companies are still treating AI adoption as a checkbox exercise rather than a competitive positioning tool. Dan breaks down the three-part framework his team uses: strategy (identifying high-value use cases), implementation (standing up pilots with measurable outcomes), and change management (the piece most engineers initially overlook).

The change management conversation gets real. Job descriptions are being rewritten. Performance reviews are shifting from "how many times did you use ChatGPT this week?" to "what evidence shows you're experimenting and adapting?" Teams need budget autonomy within guardrails, not six layers of approval to try a $50/month tool.

Dan also tackles the hard question: is AI actually a competitive advantage? His answer—yes in the near term, no in the long term as it commoditizes, but the proprietary context and instruction sets you feed it can sustain differentiation.

We close with what's next: portable jet-turbine power generators for data centers and world models that could unlock physical robotics applications by training AI to understand three-dimensional space and physics.

About Dan Hou:

Dan is a founder and partner of Eskridge, an AI consultancy that deploys practical applications of AI for mid-market companies, and has worked closely with senior executives to unlock value from their AI initiatives. Previously, Dan led Amazon Ads Creative Studio, supporting advertisers through technology and scaled services. He has spent over a decade partnering with Fortune 100 clients on digital transformation initiatives at Huge, founded and successfully exited a SaaS startup and held product management roles at Microsoft and Motorola. Dan holds economics and computer science degrees from UPenn.

Connect with Dan on LinkedIn

After launching 285 companies at the University of Pennsylvania, Michael brought his venture studio model to Melbourne. He helps researchers commercialize their work without becoming entrepreneurs themselves. The approach builds companies for them, finds the management teams, and handles the complex business infrastructure that turns research into viable commercial enterprises.

Michael shares hard truths about global entrepreneurship—countries where business failure can land you in jail, disappearing R&D budgets at major corporations, and why universities must step into the innovation gap. He explains why 40% of Australian companies have fewer than 10 employees, how he's already started his first Melbourne company with 15 more in the pipeline, and why Australia actually has more accessible capital than the United States.

For mid-market CEOs facing growth challenges, Michael offers battle-tested wisdom on staying innovative, maintaining urgency, and remembering that if you see a problem, 12 people in China probably do too.

About Deborah's guest, Michael Poisel

Michael has spent almost 20 years becoming an expert in spinning out companies from universities. Currently, he's the Executive Director of the Melbourne Entrepreneurial Centre, leading efforts to scale its operations into an enterprise that meets the needs of everyone in the university ecosystem (students, staff, researchers, and alumni). Previously, Michael built entrepreneurial programs at the University of Pennsylvania for over 16 years and was responsible for creating Penn’s internal venture studio, PCI Ventures, which includes UPstart, UPadvisors, and Venture WarmUP. As part of these programs, he participated in the founding of over 280 companies that have raised over $950 million in funding. 

Prior to Penn, Michael made investments in enterprise software and business services for NewSpring Capital, Apax Partners, and GE Capital, spanning more than ten years in private equity.  He began his career in manufacturing operations at General Electric/Lockheed Martin and contributed to the successful completion of several commercial and government satellite programs.  

Michael graduated with honors in Mechanical Engineering from Rose-Hulman Institute of Technology, holds an M.S. in Systems Engineering from The Moore School of Engineering of the  University of Pennsylvania, and has an M.B.A. in finance and entrepreneurial management from  The Wharton School of Business of the University of Pennsylvania. Connect with him on LinkedIn.

About The Melbourne Entrepreneurial Centre

The Melbourne Entrepreneurial Centre is situated at the University of Melbourne, the number one ranked university in Australia.  Right in the middle of the city of Melbourne, the Centre bridges the critical gap between world-class research and global impact for societal benefit. 

The Melbourne Entrepreneurial Centre cultivates a vibrant entrepreneurial culture by turning ideas and technologies into companies and providing the next generation of entrepreneurial leaders. 

Its collaborative programs connect entrepreneurs with leading industry experts, researchers, investors, and mentors to accelerate venture creation and impact. From ideas to global expansion, the Melbourne Entrepreneurial Centre helps innovators bring transformative ideas to life.

The company he built centers on a radical idea: every patient's cancer is unique, so every treatment should be unique too. Using a proprietary platform that analyzes messenger RNA in tumor cells, Allarity can predict which patients will respond to specific cancer drugs rather than just drug classes.

The results speak for themselves. In advanced ovarian cancer patients who often have only 3-4 months to live when they enroll in trials, Allarity's dual-mechanism therapy is showing 25 months overall survival. That's nearly a year better than the best approved drugs on the market, with minimal toxicity. Patients take three capsules a day and go about their lives.

Jensen's journey wasn't smooth. When he took over as CEO in December 2023, he inherited a cap table loaded with preferred shares on unfavorable terms. Within six months, he'd cleaned it up completely. By May 2024, every Series A and Series B preferred shareholder had left, and the company was raising capital on favorable terms.

Now listed on NASDAQ under ticker ALLR, Allarity is expanding beyond ovarian cancer into small-cell lung cancer through a fully funded VA trial. The goal is to combine their low-toxicity drug with traditional chemotherapy to achieve high response rates without stacking toxic side effects.

Jensen's advice for other CEOs facing seemingly impossible challenges? Surround yourself with people who disagree with you. Stay open to different approaches. And remember: it's never too late to right the ship.

"Surround yourself with people that you like, but that also disagree with you. Because for me, it has been good to go to people that have a totally different approach on life and things as myself." - Thomas Jensen

Key moments in the episode (times are approximate):

• 02:07 - Overview of Allarity Therapeutics and its mission 
• 02:30 - How the drug response prediction platform works
• 04:31 - Results in advanced ovarian cancer: 25 months overall survival 
• 05:24 - Expansion into small cell lung cancer through VA partnership
• 06:46 - Why Allarity's dual-mechanism drug shows minimal toxicity
• 08:06 - The importance of combining biomarkers with therapies 
• 09:15 - Working with the VA on clinical trials 
• 10:03 - Thomas's early career and decision to leave university research 
• 13:32 - Transition from research to industry and business development 
• 16:18 - Taking over as CEO and inheriting a challenging financial structure 
• 18:52 - The decision-making process for fixing the cap table 
• 22:27 - Importance of advisors and common sense in complex decisions 
• 23:09 - Why CEOs often delay hard decisions that need to be made
• 24:10 - Building relationships with preferred shareholders during the transition
• 25:03 - Timeline: cleaning up the cap table in less than six months 
• 26:07 - What drives Thomas today: deploying precision medicine at scale 
• 28:11 - Advice for CEOs facing significant challenges 
• 29:18 - The value of surrounding yourself with people who disagree with you 
• 30:05 - Final thoughts on persistence and mission-driven leadership

About Thomas Jensen:

Thomas Jensen is the CEO and co-founder of Allarity Therapeutics (NASDAQ: ALLR), a clinical-stage biopharmaceutical company pioneering personalized cancer treatments. Under his leadership, the company is advancing stenoparib, a dual PARP/WNT inhibitor, through Phase 2 trials in advanced ovarian cancer. Allarity specializes in advancing precision medicines supported by its proprietary Drug Response Predictor (DRP®) companion diagnostic platform. With over 20 years of global biotech and oncology experience, Thomas has held leadership roles across R&D and corporate strategy, and he is passionate about accelerating access to precision therapies for patients with limited treatment options.

About Allarity:

Allarity Therapeutics is redefining personalized cancer care. The company's lead asset, stenoparib, is a next-generation dual PARP/WNT pathway inhibitor currently in Phase 2 development for advanced ovarian cancer. By leveraging its proprietary Drug Response Predictor (DRP®) companion diagnostic, Allarity aims to match patients with the therapies most likely to benefit them. With a recent Fast Track designation from the FDA and promising data showing a median overall survival of over 25 months, stenoparib is demonstrating potential where many therapies fall short. Allarity is headquartered in Florida, with research operations in Denmark, and remains committed to unlocking the promise of precision oncology. Learn more at www.allarity.com.

This Detroit native went from ICU nurse to building the world's largest perfusion company—but not the way you'd think. After seeing post-op cardiac patients in the ICU, Chet asked one simple question: "What exactly do you guys do?" That curiosity launched a 42-year career.

Perfusionists are the people who become your heart and lungs during surgery. They manage the machines that keep your blood flowing and oxygenated while surgeons work on your stopped heart. During COVID, when patients' lungs failed by the thousands, Chet's teams provided extracorporeal life support at levels he'd never seen in four decades.

Here's what sets Chet apart: He's turned down multiple private equity offers that would've made him wealthy beyond measure. Why? "I wasn't put on this earth to buy a yacht. My purpose is way different than that."

Instead, he measures success in reduced kidney injuries, lower stroke rates, and better patient outcomes. He's poured tens of millions back into advancing the technology because, as he puts it, "When I walk out of that operating room, I want to know I delivered the best possible care to that patient."

From a partnership offer in Fort Wayne he turned down (too small-town for a Detroit guy in his 20s) to building operations across the globe, Chet's story shows what happens when purpose drives profit, not the other way around.

Chet's Bio:

Chet Czaplicka is the Founder and CEO of Comprehensive Care Services, a perfusion led company providing perfusion, autotransfusion and related allied health services to hospitals across the United States and internationally. He founded CCS in 2002, building it from a handful of hospital accounts into the largest perfusion provider in the world and now a global perfusion leader. As a practicing perfusionist and registered nurse, Chet keeps CCS focused on patient care, clinical excellence, data-driven decision making and strong hospital partnerships. He continues to lead the organization through growth, innovation and an evolving healthcare landscape.

Chet on LinkedIn.

As the leader of a 65-year family-run staffing organization, Brett has a unique vantage point on workforce dynamics. His observation? When different generations face common struggles with affordability - not for luxuries, but for basic necessities like housing and education - traditional divides begin to dissolve.

"A common enemy unites you," Brett explains. "In this case, the enemy is not a person. It's the economic situation people find themselves in." This shared challenge, he argues, is fostering collaboration and understanding that transcend typical generational differences in technology, communication styles, or work preferences.

About Brett Howroyd:

Brett Howroyd is President of the ActOne Group. As a leader of a multi-billion-dollar (USA$), award-winning international workforce management and technology enterprise, Brett serves as a solutions strategist and technology innovator for the organization. His international business knowledge, understanding of global markets, experience in diverse communities, and capacity to solve complex workforce challenges have added a dynamic perspective to the ActOne Group’s mission.

Brett joined the ActOne Group in 2007 and worked in both Los Angeles and Canada, learning the business from the inside out. Later, by working closely with global leaders, he gained a unique perspective on how the industry is evolving. This wide range of experience has shaped Brett’s mission for the company that balances the future’s needs with the core values that define its history. 

From launching life-saving drugs in 40 countries to developing innovative meal delivery programs, Christine's path wasn't linear—but it was always purposeful. Now as CEO, she's tackling healthcare's "red tape crisis" while building compassionate, people-first leadership that transforms both organizations and lives. Her insights on leading through uncertainty, making tough decisions with empathy, and staying true to your mission will resonate with any leader facing today's complex challenges.

Key Points in this episode:

Purpose Drives Success Living your passion and purpose creates unexpected opportunities and sustained career satisfaction.

People Make Organizations Compassionate leadership that prioritizes people first leads to stronger, more resilient teams.

Infrastructure Enables Impact Investing in foundational systems and capabilities is essential for organizational effectiveness and growth.

Decisive Yet Inclusive Great leaders make tough decisions while finding meaningful ways to include their teams in the process.

Growth Happens Outside The biggest breakthroughs come from embracing uncertainty and stepping outside your comfort zone.

Healthcare Needs Reform The "red tape crisis" in healthcare is costing organizations productivity while adding stress to already vulnerable patients.

Christine Verini brings over 25 years of oncology experience to her role as Chief Executive Officer at CancerCare, a national nonprofit providing support services to cancer patients and families. Her career spans progressive leadership roles from medical science liaison to executive positions in global marketing and corporate communications. Notable achievements include developing the Magnolia Meals at Home program for cancer patients, launching metastatic breast cancer treatments in nearly 40 countries, and receiving national recognition through the Eisai Human Healthcare Award (2012) and PharmaVOICE 100 Most Inspiring Award (2019). At CancerCare since 2015, she leads the organization's strategic vision and daily operations across key departments including social services, finance, and communications. She also serves as Chair of HealthyWomen and previously served on the Board of Directors of CancerCare New Jersey. Her advocacy work is driven by personal experience with cancer's impact on families.

Ticki doesn't mince words: "People don't get to choose my life" - and in this raw, transformative conversation, she explains exactly what that means for leaders who want to build a lasting legacy rather than just temporary success.

From her journey through 20 years in corporate America to founding HR&Co and leading The BOW Enterprises, Ticki shares the hard-won wisdom about identity, boundaries, and the courage to let things burn when they're meant to transform.

This isn't your typical business strategy episode - it's a masterclass in becoming the leader you're meant to be, complete with practical frameworks for navigating change, building authentic relationships, and focusing on what you can actually control.

Perfect for CEOs, founders, and leaders ready to move from pleasing everyone to leading with purpose.

About Ticki Favaroth

Ticki Favaroth is a faith-driven CEO, founder, and strategic advisor known for empowering leaders and building legacy-focused ecosystems. As Senior Partner & Managing Director at HR&Co., she delivers people-first solutions that drive sustainable growth. She also serves as President of The BOW Enterprises, Vice President & COO of The BOW Collective, and founder of The ADISA Institute. With an MBA from Texas Woman’s University and a BBA from Texas Tech, Ticki’s impact spans Fortune 500s, government, and nonprofits. Rooted in faith and authenticity, she equips others to confront hard truths, redefine success, and lead with purpose

Ticki's LinkedIn: https://www.linkedin.com/in/ticki/

Looking back at this quarter's most listened-to episodes—featuring Jonathan Moody (Moody Nolan), Rear Admiral Brian Luther (Navy Mutual), Ryan Frederick (Transform Labs), Harold Green (Global Emissionary), Eddie Solomon (Net at Work), Joe Yaccarino (MTF Biologics), Jeff Ostenso (Ironmark), and James Hyman (serial turnaround CEO)—I discovered something remarkable.

The golden thread connecting every transformative leader: They refuse to be the smartest person in the room.

From Jonathan's "create more footprints, not bigger shoes" philosophy to Brian's "reflected light leadership," from Ryan's embrace of "continuous not knowing" to Eddie's insight that "entrepreneurship belongs in psychology," these leaders share seven powerful traits:

→ Anti-ego leadership - Building teams instead of thrones → Vulnerability as strength - Admitting what they don't know → Empowerment over control - Creating conditions for others to succeed → Psychological wisdom - Understanding leadership is about mindset → Radical transparency - Building trust through openness → Purpose-driven growth - Companies that matter, not just profit → The learning advantage - Staying curious regardless of expertise

Whether it's Harold at 69 still having daily learning conversations, Joe asking "is that even legal?" and building from curiosity, Jeff realizing his company "feeds 500 people," or James discovering that Hollywood leadership doesn't work—the pattern is clear.

The most successful leaders amplify their impact by avoiding being the bottleneck.

Join me as we unpack the strategies that turn good companies into thriving communities where everyone succeeds together.

Some of the episodes in this list:

EP105: Reflected Light: Leading Through Your People

EP103: The Power of Humble Listening in Leadership

EP96: Making Carbon Reduction Measurable and Meaningful

EP87: Why This Successful Family Business Said No to Nepotism

EP83: Heroes at Every Level of Healthcare Innovation

EP81: How Teaching the Game of Business Built an Empire

EP63: A CEO’s Competitve Edge - Mastering the Art of Corporate Turnarounds

The Three Types of Companies in Crisis:

• Those that thrive (like Jeff's Hungry Marketplace)
• Those still struggling five years later
• Those that didn't make it

Deborah unpacks the counterintuitive truth that the key to rapid growth is subtraction—eliminating the activities that cloud real results. When every department shows green but business growth shows red, it's time to focus on what truly matters: your customers' biggest pain points.

What separates thriving CEOs from the rest?

• They clarify direction and required outcomes
• They make 2-3 big strategic decisions per year
• They lead with inspiration, not just management
• They ensure every team member understands their role in the bigger picture

This episode includes powerful excerpts from Jeff Grass's interview, highlighting how culture built in good times becomes your lifeline during the storm. As Deborah puts it: "Where the eyes are focused, the mind and body go. Get your team looking up and to the right."

This episode is perfect for CEOs facing current market headwinds, leaders struggling with focus amid distractions, and executives who want to understand why some businesses defy market trends while others wait it out.

Listen to Jeff's full episode here - #110.

About HUNGRY Marketplace

HUNGRY’s mission is to deliver happiness & wellbeing to the workplace by providing amazing food and food experiences. HUNGRY has a comprehensive platform for office catering, group order, special events, pantry, markets & snacks which enables complete customization to client need.  HUNGRY now operates in 19 major cities across North America. and is rapidly disrupting the $60 billion office food industry.  Learn about HUNGRY at www.TryHungry.com

Jeff shares the remarkable story of how Hungry Marketplace—a food tech platform connecting local chefs with corporate clients—not only survived the COVID-19 pandemic but emerged stronger than ever. When office catering disappeared overnight, Jeff and his team didn't just adapt—they innovated their way out of crisis, ultimately delivering 1.5 million meals per month to underserved communities and partnering with organizations like World Central Kitchen.

About HUNGRY - HUNGRY’s mission is to deliver happiness & wellbeing to the workplace by providing amazing food and food experiences. HUNGRY has a comprehensive platform for office catering, group order, special events, pantry, markets & snacks which enables complete customization to client need.  HUNGRY now operates in 19 major cities across North America. and is rapidly disrupting the $60 billion office food industry.  Learn about HUNGRY at www.TryHungry.com

This week's commentary explores a powerful shift: moving from loyalty-based cultures to accountability-based ones. It's the difference between rewarding people for showing up versus rewarding them for delivering results that actually move the business forward.

We dive into what it means to build a culture where everyone understands how their role contributes to business goals and has the tools to deliver real outcomes. This isn't about micromanagement—it's about creating an environment where success is clearly defined and team members can see the direct connection between their work and company growth.

When done right, this shift doesn't just transform businesses—it transforms lives.

The full episode is here.

Carolyn Lagermasini is President and Founder of Association & Conference Group (ACG), which she launched in 2005 after experiencing lackluster service as a volunteer board member and recognizing the industry's potential. With over 25 years of event and association management experience, including launching a successful division at a premier conference production company, Carolyn has grown ACG from an idea to a thriving firm employing over 20 professionals across 13 states. She holds a BA and BS from Rutgers University, earned the Certified Association Executive (CAE) credential, and actively serves on the Rutgers University Alumni Association Alumni Leaders Council and as a member of the AMC Institute.

LINKS FROM THIS EPISODE:

LINKEDIN: https://www.linkedin.com/in/carolyn-lagermasini/

COMPANY ON LINKEDIN: https://www.linkedin.com/company/association-&-conference-group-llc/ 

COMPANY WEBSITE: https://associationconferencegroup.com/ 

WEBSITE: https://chiefoutsiders.com 

LINKEDIN PAGE: https://www.linkedin.com/company/chief-outsiders/ 

X HANDLE: @chiefoutsiders

FACEBOOK HANDLE: @ChiefOutsiders

DEBORAH FELL ON LINKEDIN: https://www.linkedin.com/in/deborahfell 

"I once had a coach who said, the minute you start to shrink, you die," Carolyn reflects. Her story embodies this philosophy: jumping off cliffs without knowing where you'll land, seeing broken processes instead of broken people, and shifting from a loyalty-based to an accountability-based culture. From her mother, who ran for Congress, to her own leap from stay-at-home mom to entrepreneur, Carolyn turns uncertainty into opportunity.

She reveals how she's preparing for industry disruption as five generations collide in the workforce and what she's learned about building culture when teams never meet face-to-face.

Carolyn Lagermasini is President and Founder of Association & Conference Group (ACG), which she launched in 2005 after experiencing lackluster service as a volunteer board member and recognizing the industry's potential. With over 25 years of event and association management experience, including launching a successful division at a premier conference production company, Carolyn has grown ACG from an idea to a thriving firm employing over 20 professionals across 13 states. She holds a BA and BS from Rutgers University, earned the Certified Association Executive (CAE) credential, and actively serves on the Rutgers University Alumni Association Alumni Leaders Council and as a member of the AMC Institute.

LINKS FROM THIS EPISODE:

LINKEDIN: https://www.linkedin.com/in/carolyn-lagermasini/

COMPANY ON LINKEDIN: https://www.linkedin.com/company/association-&-conference-group-llc/ 

COMPANY WEBSITE: https://associationconferencegroup.com/ 

WEBSITE: https://chiefoutsiders.com 

LINKEDIN PAGE: https://www.linkedin.com/company/chief-outsiders/ 

X HANDLE: @chiefoutsiders

FACEBOOK HANDLE: @ChiefOutsiders

DEBORAH FELL ON LINKEDIN: https://www.linkedin.com/in/deborahfell 

In this brief yet impactful commentary, Deborah explores how Jonathan's approach challenges the traditional CEO archetype and why his vulnerability and team-first mindset have become the foundation for navigating unprecedented uncertainty. For leaders struggling with the pressure to be perfect or those building their executive teams, Jonathan's story offers a refreshing alternative to the lone-wolf leadership model.

The full episode is here.

ABOUT JONATHAN MOODY:

Driven by a passion to continue his father’s legacy, Jonathan D. Moody has entrenched himself in firm leadership, driving growth and innovation. Moody Nolan has grown to over 350 employees and 12 offices across the nation. The firm’s designs have now won over 300 design citations, including 47 from the American Institute of Architects (AIA) and 44 from the National Organization of Minority Architects (NOMA). Jonathan has helped continue and extend the firm’s position as the largest African American-owned architecture firm. Moody Nolan continues to garner national attention by promoting “diversity by design.”

CONNECT: LINKEDIN | WEBSITE | INSTAGRAM

"More time is better," Jonathan reflects on the gradual handoff from his father—a process filled with strategic "sink or swim" moments and culminating in a smooth transition of power in January 2020. His insights on building an executive team, establishing trust through transparent communication, and maintaining the firm's "diverse by design" philosophy provide a blueprint for sustainable leadership transition.

For family businesses and organizations planning succession, Jonathan's humble approach offers practical wisdom on preserving company values while evolving the leadership model—proving that deliberate, patient transitions build the strongest foundations for navigating uncertainty.

ABOUT JONATHAN MOODY:

Driven by a passion to continue his father’s legacy, Jonathan D. Moody has entrenched himself in firm leadership, driving growth and innovation. Moody Nolan has grown to over 350 employees and 12 offices across the nation. The firm’s designs have now won over 300 design citations, including 47 from the American Institute of Architects (AIA) and 44 from the National Organization of Minority Architects (NOMA). Jonathan has helped continue and extend the firm’s position as the largest African American-owned architecture firm. Moody Nolan continues to garner national attention by promoting “diversity by design.”

CONNECT: LINKEDIN | WEBSITE | INSTAGRAM

He prioritized his people rather than issuing directives and wondering why progress stalls. His approach of turning long-tenured employees into owners of change while managing "soft saboteurs" demonstrates that transformation starts with engagement, not mandates.

As Luther powerfully stated, "Leaders shine brightest with reflected light." Like Bill Marriott's philosophy that caring for employees leads to satisfied customers and ultimately profit, Lex's military precision and transparent communication created a framework where change could thrive.

Brian E. Luther, USN (Ret.), President and Chief Executive Officer | LinkedIn

Brian Luther assumed the position of President and Chief Executive Officer of Navy Mutual in October of 2020. Prior to his position as CEO, Luther served for two years as the Chief Strategy Officer of Navy Mutual, assisting the CEO with developing, communicating, executing, and sustaining corporate strategic initiatives. He considers it a privilege to lead an organization whose primary mission is to serve military service members and their families, and will continue to serve Navy Mutual Members and potential Members with honor and integrity.

Before joining the Navy Mutual Team, Luther served as a naval aviator in the U.S. Navy. At sea, his tours included operational squadrons Sea Control Squadrons (VS) 22 and 24, Carrier Air Wing SEVEN, and as the commanding officer of VS-24. After completing the Navy Nuclear Power Training program, he served as the Executive Officer on the USS Nimitz (CVN 68), Commanding Officer on the USS Tarawa (LHA-1) and the USS George H.W. Bush (CVN 77), and Commander of Carrier Strike Group 2/George H.W. Bush Strike Group.

Luther also served multiple tours in the Pentagon on the Joint Staff, Navy Staff, and Navy Secretariat as an Action Officer, Financial Analyst, Congressional Liaison, Director of Operations and Plans (N31) and, before joining the Navy Mutual team, the Budget Officer for the Department of the Navy.

About Navy Mutual

Navy Mutual is a nonprofit, member-owned mutual association established in 1879 to provide affordable life insurance and peace of mind to members of the military and their families. As the nation’s oldest federally recognized Veterans Service Organization, its mission and commitment to protect those who defend us remain unwavering. Financially strong, Navy Mutual is proud to be a first-choice life insurance provider to servicemembers and their loved ones. Through quality life insurance products, no-cost educational and veterans services programs, and unparalleled service, Navy Mutual has earned the loyalty and support of its membership. For more information, visit navymutual.org.   

"The principles that guide a naval officer—discipline, strategic thinking, and unwavering commitment to mission—translate remarkably well to corporate leadership," shares Luther. "At Navy Mutual, we didn't just implement changes; we navigated a complete organizational transformation by applying the same decisive leadership principles that govern operations at sea."

Discover how military precision and operational excellence can reshape corporate culture and drive exceptional results in this must-listen conversation for forward-thinking executives.

Brian E. Luther, USN (Ret.) President and Chief Executive Officer LinkedIn

Brian Luther assumed the position of President and Chief Executive Officer of Navy Mutual in October of 2020. Prior to his position as CEO, Luther served for two years as the Chief Strategy Officer of Navy Mutual, assisting the CEO with developing, communicating, executing, and sustaining corporate strategic initiatives. He considers it a privilege to lead an organization whose primary mission is to serve military service members and their families, and will continue to serve Navy Mutual Members and potential Members with honor and integrity.

Before joining the Navy Mutual Team, Luther served as a naval aviator in the U.S. Navy. At sea, his tours included operational squadrons Sea Control Squadrons (VS) 22 and 24, Carrier Air Wing SEVEN, and as the commanding officer of VS-24. After completing the Navy Nuclear Power Training program, he served as the Executive Officer on the USS Nimitz (CVN 68), Commanding Officer on the USS Tarawa (LHA-1) and the USS George H.W. Bush (CVN 77), and Commander of Carrier Strike Group 2/George H.W. Bush Strike Group.

Luther also served multiple tours in the Pentagon on the Joint Staff, Navy Staff, and Navy Secretariat as an Action Officer, Financial Analyst, Congressional Liaison, Director of Operations and Plans (N31) and, before joining the Navy Mutual team, the Budget Officer for the Department of the Navy.

About Navy Mutual

Navy Mutual is a nonprofit, member-owned mutual association established in 1879 to provide affordable life insurance and peace of mind to members of the military and their families. As the nation’s oldest federally recognized Veterans Service Organization, its mission and commitment to protect those who defend us remain unwavering. Financially strong, Navy Mutual is proud to be a first-choice life insurance provider to servicemembers and their loved ones. Through quality life insurance products, no-cost educational and veterans services programs, and unparalleled service, Navy Mutual has earned the loyalty and support of its membership. For more information, visit navymutual.org.   

"I think there's a lot to be said in approaching things in a humble manner where you don't assume that you know," Ryan reflects. "You actually assume that you don't know and you're just sort of on a journey of continuous not knowing, but making progress along the path."

This commentary focuses on the key point of how genuine success comes not from positioning oneself as the expert with all the answers, but from creating effective conversations between systems, between people, and between organizations. As we navigate an era of unprecedented technological change and potential disruption, Ryan reminds us that while we get paid for what we know, the future belongs to those who remain open to what they have yet to discover.

Listen to his full episode here.

About Ryan Frederick:

Ryan Frederick, Principal at Transform Labs, is an entrepreneur, author, speaker, and advisor renowned for exploring technology’s impact on global economics, politics, labor, and society. With deep expertise in digital transformation, he has successfully founded, built, and invested in multiple technology companies. Ryan authored two influential books, "The Founder's Manual" and "Sell Naked," and regularly discusses AI’s macroeconomic and societal implications. Passionate about social impact, he founded i.c.stars, a nonprofit training under-employed adults in digital skills. Ryan’s experience uniquely positions him as a compelling voice on how technology reshapes economies, labor markets, and political landscapes worldwide.

Connect with Ryan on LinkedIn: https://www.linkedin.com/in/ryangfrederick/

Ryan captures the uncertainty many CEOs face with a compelling metaphor: "It's almost like being in the woods on a foggy trail... you're not sure if you should turn right or left or if you should wait for the fog to sort of dissipate."

What makes this conversation valuable is Ryan's candid reflection on failures and how ego-based assumptions derailed even previously successful ventures. His advocacy for "continuous not knowing" offers a counterintuitive but powerful framework for leaders.

The episode explores why challenging clients with education, prioritizing questions over answers, and genuinely serving client interests separate successful professional services firms from the rest. Ryan concludes by discussing his book Sell Naked, which advocates stripping away "fancy pitch decks" to focus on authentic understanding of client needs.

About Ryan Frederick:

Ryan Frederick, Principal at Transform Labs, is an entrepreneur, author, speaker, and advisor renowned for exploring technology’s impact on global economics, politics, labor, and society. With deep expertise in digital transformation, he has successfully founded, built, and invested in multiple technology companies. Ryan authored two influential books, "The Founder's Manual" and "Sell Naked," and regularly discusses AI’s macroeconomic and societal implications. Passionate about social impact, he founded i.c.stars, a nonprofit training under-employed adults in digital skills. Ryan’s experience uniquely positions him as a compelling voice on how technology reshapes economies, labor markets, and political landscapes worldwide.

Connect with Ryan on LinkedIn: https://www.linkedin.com/in/ryangfrederick/

Join us as we explore the hidden dynamics of successful leadership with extraordinary guests including Eddie Solomon, who built Net at Work from immigrant roots to serving 5,000+ businesses; Jeff Ostenso, who's reinventing family business leadership at Ironmark; and Ray Hatch, who boldly grew profits while intentionally cutting revenue at Quest Resource Holding Corporation.

You'll discover Scott Jackson's counterintuitive "follower of leaders" approach that helped Global Impact channel $2.5 billion to global causes, and Joe Yaccarino's insights on building a culture of everyday heroes that transformed MTF Biologics from 100 to 1,400 employees while performing 500,000 transplants annually.

These conversations reveal the uncommon threads that connect truly exceptional leaders: empowering others without micromanaging, balancing innovation with scale, building cultures that embrace individuality, and creating environments where trust transcends into faith in what's possible.

Whether you're scaling a family business, transforming an organization, or seeking to unlock your team's full potential, these episodes offer practical wisdom for leading with purpose in today's complex business landscape.

#1:-Eddie Solomon - Why This Successful Family Business Said No to Nepotism

#2: Jeff Ostenso - The Unexpected Impact of a Company Picnic

#3: Eddie Solomon - Take No Prisoners Path of Entrepreneurship

#4: Deborah Fell - Adapting Leadership Styles to Different Teams

#5: Scott Jackson - When Leadership Feels Like Going Slower to Go Faster

#6: Scott Jackson - Take Me With You: How a CEO's Early Lessons in Trust Shape Modern Leadership

#7: Ray Hatch - Humble Leadership Between the Ceiling and the Net

#8: Joe Yaccarino - Heroes at Every Level of Healthcare Innovation

#9: Jeff Ostenso - How Teaching the Game of Business Built an Empire

#10: Ray Hatch - Breaking the Consensus Trap in Leadership

James Hyman's episode number 64 gave fodder for a discussion on leading leaders, because if you have leadership at every level, the old management archetypes of top-down management simply don't work. 

Key lessons on building cultures based on trust, transparency, accountability, and urgency can be found in episode number 74 with Clay Spitz, 54, Torey Carter-Conneen, episode 64 with James Hyman, and episode 72 with Ryan Clark. 

And even when exogenous factors and forces create more uncertainty, the intentional leader, Will Bowie, in episode number 70, grows his business team and community through grit, determination,  and purposeful living and somehow still finds time to pay it forward. Check them all out. It strikes me that with all of these CEOs, in the words of Angela Duckworth in her book, Grit, it's not the intensity but the consistency that builds a sustainable business.

Carl's full episode is here.

About Carl Satterwhite:

Carl Satterwhite is President/Owner of The RCF Group, operating in Cincinnati, Cleveland, and Louisville. His company provides comprehensive workplace solutions tailored to clients' specific culture and needs, living by the motto "We Make The Workplace Work For You." As a National Minority Supplier Development Council Corporate Plus Member, RCF Group is among less than 150 minority businesses to receive this prestigious endorsement. Carl serves on numerous boards including Fifth Third Cincinnati, Key Bank Great Lakes, and the Anthony Munoz Foundation. He holds a Stationary Engineering certification from the University of Cincinnati and lives in West Chester, OH with his wife Dawn.

Carl shares his remarkable journey from managing "all the other stuff" at Procter & Gamble to building a continuously evolving business by listening deeply to client needs. His story is of faith, vision, and integrity—built on handshake promises and seeing opportunities where others saw none.

What sets Carl apart is not just his business acumen but his philosophy of "more" (Making Others Realize Extra) and his commitment to collaborative growth rather than competition. Carl offers invaluable insights for seasoned CEOs and emerging leaders as workplaces evolve post-pandemic with five generations working side by side.

Join us as Carl reveals how he navigated his entrepreneurial calling, created innovative workplace solutions, and shares wisdom on how companies can better harness the brilliance of young talent while providing the guidance they need to truly excel.

About Carl Satterwhite:

Carl Satterwhite is President/Owner of The RCF Group, operating in Cincinnati, Cleveland, and Louisville. His company provides comprehensive workplace solutions tailored to clients' specific culture and needs, living by the motto "We Make The Workplace Work For You." As a National Minority Supplier Development Council Corporate Plus Member, RCF Group is among less than 150 minority businesses to receive this prestigious endorsement. Carl serves on numerous boards including Fifth Third Cincinnati, Key Bank Great Lakes, and the Anthony Munoz Foundation. He holds a Stationary Engineering certification from the University of Cincinnati and lives in West Chester, OH with his wife Dawn.

What stands out in this conversation is the genuine human connection that developed between two professionals who met by chance at a networking event. What started as a simple lunchtime conversation led to ongoing professional relationships and shared business insights that span decades.

Listen as Deborah and Harold reminisce about mutual connections, track the careers of shared acquaintances, and discuss how organizations like Vistage, TEC, and CEO Connections create environments where these vital relationships can flourish.

This isn't just small talk – it's the foundation of business resilience. When Harold mentions that "every conversation is an important conversation to be had," he's sharing a philosophy that has helped him navigate multiple successful ventures across different industries.

For CEOs leading mid-market companies, this episode serves as a powerful reminder that business is fundamentally about people. The connections you make today might open doors to opportunities you haven't even imagined yet. Your next breakthrough could begin with something as simple as asking the person beside you, "What do you do?"

Join Deborah and Harold for this candid conversation about the lasting impact of meaningful professional relationships and how they continue to shape business success long after the formal meetings end.

Listen to the full episode with Harold Green here.

About Harold Green:

Harold Green - CEO & Ecopreneur at Global Emissionairy

A lifelong entrepreneur focused on innovative business solutions that leverage technology. Harold's journey began with Chamberlain Contractors (1974), an asphalt paving business, and evolved to founding Global Resource Recyclers (1990), which pioneered recycled aggregates and sustainable pavement materials.

His current venture, Global Emissionairy, operates with a patented VERRA-approved methodology (VM0039) that captures, verifies, and sells carbon credits on voluntary markets. GE has expanded beyond VCUs into broader technical capabilities in the last four years. Harold has also invested in Care Commons, a comprehensive health information platform that prioritizes user privacy and delivers reliable wellness content without third-party interference.

Harold Green, CEO & Ecopreneur at Global Emissionairy

A lifelong entrepreneur focused on innovative business solutions that leverage technology. Harold's journey began with Chamberlain Contractors (1974), an asphalt paving business, and evolved to founding Global Resource Recyclers (1990), which pioneered recycled aggregates and sustainable pavement materials.

His current venture, Global Emissionairy, operates with a patented VERRA-approved methodology (VM0039) that captures, verifies, and sells carbon credits on voluntary markets. In the last four years, GE has expanded beyond VCUs into broader technical capabilities. Harold has also invested in Care Commons, a comprehensive health information platform that prioritizes user privacy and delivers reliable wellness content without third-party interference.

About Harold Green:

Harold Green

CEO & Ecopreneur at Global Emissionairy

A lifelong entrepreneur focused on innovative business solutions that leverage technology. Harold's journey began with Chamberlain Contractors (1974), an asphalt paving business, and evolved to founding Global Resource Recyclers (1990), which pioneered recycled aggregates and sustainable pavement materials.

His current venture, Global Emissionairy, operates with a patented VERRA-approved methodology (VM0039) that captures, verifies, and sells carbon credits on voluntary markets. In the last four years, GE has expanded beyond VCUs into broader technical capabilities. Harold has also invested in Care Commons, a comprehensive health information platform that prioritizes user privacy and delivers reliable wellness content without third-party interference.

From James Hyman’s masterclass on corporate turnarounds to Ryan Clark’s formula for urgency-driven culture, these episodes aren’t just conversations—they’re playbooks for growth, innovation, and accountability. Will Bowie’s approach to generational wealth, Torey Carter-Coneen’s lessons on focus, and Jeff Ostenso’s game-changing engagement strategies round out a lineup that challenges conventional leadership thinking.

Each episode offers a fresh perspective on scaling businesses, building elite teams, and navigating the high-stakes world of decision-making. Whether you’re leading a startup or a Fortune 500, these insights will sharpen your leadership edge.

Dive into the top 10 episodes of Q4 below—every one a masterclass in its own right.

About our guest:

J. Nicole Martin Lawton is President and CEO of Phoenix Language Services, a company her father founded in 1993 to help break down language and cultural barriers in healthcare and beyond. A University of Pennsylvania graduate and former healthcare law partner, Nicole stepped into leadership in May 2020, combining her legal expertise with a deep understanding of language access needs. Under her leadership, Phoenix has expanded its interpreter training programs internationally and continues to innovate in language access technology. The company, now women-led, reflects Nicole's commitment to carrying forward her father's legacy while charting new paths in cultural connection. J. Nicole Martin Lawton on LinkedIn

This episode explores Nicole's remarkable journey from anthropology student to healthcare attorney to CEO, and how she navigated the delicate balance of honoring her father's legacy while making the company her own. Through her story, we see what's possible when the next generation is suddenly thrust into leadership, guided by deep respect for those who came before and a clear vision for the future.

In a delightful twist of fate, this conversation between Nicole and Deborah began during a chaotic day of canceled trains and power outages along the Northeast corridor - proving that sometimes life's interruptions lead to the most meaningful connections.

About our guest:

J. Nicole Martin Lawton is President and CEO of Phoenix Language Services, a company her father founded in 1993 to help break down language and cultural barriers in healthcare and beyond. A University of Pennsylvania graduate and former healthcare law partner, Nicole stepped into leadership in May 2020, combining her legal expertise with a deep understanding of language access needs. Under her leadership, Phoenix has expanded its interpreter training programs internationally and continues to innovate in language access technology. The company, now women-led, reflects Nicole's commitment to carrying forward her father's legacy while charting new paths in cultural connection. J. Nicole Martin Lawton on LinkedIn

Full episode is here.

About Scott Jackson

Scott Jackson is the President and CEO of Global Impact. He also leads Global Impact Ventures, a family of mission-driven organizations, including Global Impact, Geneva Global, Capital for Good, GI Social Welfare Fund, and Global Impact's international affiliates. Jackson is a global philanthropy, fundraising, communications, and marketing veteran with over 25 years of experience. He oversees advisory and infrastructure services and provides leadership, direction, and oversight for Global Impact, which has raised nearly $2.5 billion with our partners for global causes. Jackson is the author of the 2017 book “Take Me With You,” which was rereleased with new content in 2021. Previously, he served as Vice President for External Relations at PATH, as Senior Vice President of World Vision US, and as President of APCO Seattle. Jackson received a Master of Business Administration from the University of Edinburgh. He also holds a bachelor’s degree and an honorary doctorate from the University of Puget Sound.

About Scott Jackson

Scott Jackson is the President and CEO of Global Impact. He also leads Global Impact Ventures, a family of mission-driven organizations, including Global Impact, Geneva Global, Capital for Good, GI Social Welfare Fund, and Global Impact's international affiliates. Jackson is a global philanthropy, fundraising, communications, and marketing veteran with over 25 years of experience. He oversees advisory and infrastructure services and provides leadership, direction, and oversight for Global Impact, which has raised nearly $2.5 billion with our partners for global causes. Jackson is the author of the 2017 book “Take Me With You,” which was rereleased with new content in 2021. Previously, he served as Vice President for External Relations at PATH, as Senior Vice President of World Vision US, and as President of APCO Seattle. Jackson received a Master of Business Administration from the University of Edinburgh. He also holds a bachelor’s degree and an honorary doctorate from the University of Puget Sound.

Listen to the full episode here.

Eddie Solomon - Co-Founder & Co-CEO

Eddie has over two decades of entrepreneurial experience in the technology and services industry. In 1996, Edward co-founded Net at Work, offering a service-oriented approach to IT and network support. As an owner of an emerging business, Edward completely understands the value of executive-level involvement- and its contribution to a project’s ultimate success- from the earliest planning stages through completion and beyond. 

Additionally, Eddie has co-founded several start-ups, including Docutrend Imaging Solutions, a managed provider of office equipment and print management services; Cloud at Work, a hosting services provider; Pixafy, an eCommerce agency recently acquired by Kensium, LLC. with a focus on integration to ERP, and Swype Payments, a payment processing provider acquired in 2021 by FortisPay. Eddie serves on the board for Young Jewish Professionals (YJP), a not-for-profit organization focused on providing business, educational, and mentoring opportunities for the new generation of Jewish business leaders.

In 2021, Edward was named to the Top 100 Most Influential People in Accounting.

Before starting Net at Work, Edward worked in commercial and investment banking for Republic National Bank and NatWest Markets, where he managed accounting for real-estate properties and restructured Chart of Accounts, respectively. Edward received his MBA in Finance from Baruch College, NY.

Company Overview

Net at Work is a well-established IT service provider based with offices in the United States, Canada, and India specializing in software solutions and services for small and medium-sized businesses. Founded in 1996 and headquartered in New York City, the company has grown to over 450 remote-based, full-time employees. Net at Work’s core offerings include software sales, implementation, managed services, fractional CIO, and hosting services for ERP, CRM, HRMS, and e-commerce solutions. 

Net at Work serves a diverse North American client base exceeding 6,000 customers across various industries such as service, distribution, manufacturing, retail, software, technology, healthcare, not-for-profit, and construction. Providing a strong portfolio of value-added professional and managed services, Net at Work partners with industry-recognized software publishers like Sage, Oracle NetSuite, Acumatica, Creatio, and Rippling to provide comprehensive business management solutions. In addition to its primary services, the company offers IT-managed services and private hosted cloud services through its sister company, Cloud at Work and a strong alliance program that includes Sage 100/300 ERP resellers and over 300 managed service providers. Net at Work’s technology solutions, deep business expertise, and strategic partner network together provide highly adaptable and scalable solutions that empower clients to optimize performance and drive growth.

Co-Founder & Co-CEO

Eddie has over two decades of entrepreneurial experience in the technology and services industry. In 1996, Edward co-founded Net at Work, offering a service-oriented approach to IT and network support. As an owner of an emerging business, Edward completely understands the value of executive-level involvement- and its contribution to a project’s ultimate success- from the earliest planning stages through completion and beyond. 

Additionally, Eddie has co-founded several start-ups, including Docutrend Imaging Solutions, a managed provider of office equipment and print management services; Cloud at Work, a hosting services provider; Pixafy, an eCommerce agency recently acquired by Kensium, LLC. with a focus on integration to ERP, and Swype Payments, a payment processing provider acquired in 2021 by FortisPay. Eddie serves on the board for Young Jewish Professionals (YJP), a not-for-profit organization focused on providing business, educational, and mentoring opportunities for the new generation of Jewish business leaders.

In 2021, Edward was named to the Top 100 Most Influential People in Accounting.

Before starting Net at Work, Edward worked in commercial and investment banking for Republic National Bank and NatWest Markets, where he managed accounting for real-estate properties and restructured Chart of Accounts, respectively. Edward received his MBA in Finance from Baruch College, NY.

Company Overview

Net at Work is a well-established IT service provider based with offices in the United States, Canada, and India specializing in software solutions and services for small and medium-sized businesses. Founded in 1996 and headquartered in New York City, the company has grown to over 450 remote-based, full-time employees. Net at Work’s core offerings include software sales, implementation, managed services, fractional CIO, and hosting services for ERP, CRM, HRMS, and e-commerce solutions. 

Net at Work serves a diverse North American client base exceeding 6,000 customers across various industries such as service, distribution, manufacturing, retail, software, technology, healthcare, not-for-profit, and construction. Providing a strong portfolio of value-added professional and managed services, Net at Work partners with industry-recognized software publishers like Sage, Oracle NetSuite, Acumatica, Creatio, and Rippling to provide comprehensive business management solutions. In addition to its primary services, the company offers IT-managed services and private hosted cloud services through its sister company, Cloud at Work and a strong alliance program that includes Sage 100/300 ERP resellers and over 300 managed service providers. Net at Work’s technology solutions, deep business expertise, and strategic partner network together provide highly adaptable and scalable solutions that empower clients to optimize performance and drive growth.

About Deborah's Guest:

Ray Hatch, Chief Executive Officer, President, and Director at Quest Resource Holding Corporation Ray is a senior executive with in-depth experience building profitable businesses and orchestrating transformational growth. He brings over 25 years of experience in the waste management and food services industries. He has managed businesses and/or business units with more than one billion dollars in revenue. Previously, Ray served as President of Merchants Market Group, an international food service distribution company. Ray also served in various executive roles with Oakleaf Waste Management, a provider of waste outsourcing that was acquired by Waste Management.

Links from this episode:

Ray Hatch on LinkedIn 

GRHC

Full episode with Ray Hatch

Ray and Deborah tackle the formidable challenge of building a team that can scale a company from $300 million to potentially billions. It’s not just about hiring smart people - it's about finding those who can see "the art of the possible" and aren't afraid to think beyond current limitations.

As Ray puts it, with a characteristic blend of humility and conviction, "I have limitations. I don't want those limitations to be my company's limitations." It's this kind of straight-shooting wisdom, wrapped in authentic leadership experience, that makes this episode a compelling exploration of what it takes to build and lead high-performing teams in today's complex business environment.

About Deborah's Guest:

Ray Hatch, Chief Executive Officer, President, and Director at Quest Resource Holding Corporation Ray is a senior executive with in-depth experience building profitable businesses and orchestrating transformational growth. He brings over 25 years of experience in the waste management and food services industries. He has managed businesses and/or business units with more than one billion dollars in revenue. Previously, Ray served as President of Merchants Market Group, an international food service distribution company. Ray also served in various executive roles with Oakleaf Waste Management, a provider of waste outsourcing that was acquired by Waste Management.

Links from this episode:

Ray Hatch on LinkedIn 

GRHC

Listen to the full episode here > 

About Joe Yaccarino

Joe has served as CEO of MTF Biologics since June 2018. He received the Leadership Award for Large Businesses in NJ Top Workplaces in 2020 and 2022, and his organization has been named a New Jersey Top Workplace for five years running. Joe joined MTF in 1997 as its first processing engineer, developing several spinal surgery innovations that led to significant growth for the organization.

Joe's accomplishments include leading teams through more than 45 successful new product launches and creating innovative technologies for cartilage, dermal, adipose, amniotic, and cell-based tissues. In his CEO role, Joe has focused on building high-performing Business Units and developing Key Strategies to further MTF’s growth and fulfill its mission to save and Heal Lives.

LINKS FROM THIS EPISODE:

Joe Yaccarino on LinkedIn

MTF Biologics

MTF Biologics

MTF Biologics is a nonprofit organization headquartered in central New Jersey with a 37-year history of advancing tissue and organ donation. Employing over 1,400 people, MTF Biologics has honored the incredible gifts of more than 165,000 donors while processing over 11 million tissue grafts to save and heal lives worldwide. The organization partners with medical professionals to deliver high-quality, safe, and innovative tissue for transplant, helping patients recover from injury and illness. MTF Biologics also supports research efforts aimed at improving the science of tissue transplantation. Their commitment to donor families and recipients drives their mission of transforming lives, offering hope and healing through the profound gift of donation. Through these efforts, MTF Biologics touches millions of lives each year. Learn more about their mission at mtfbiologics.org.

What makes this discussion particularly valuable for leaders is how Yaccarino, an engineer by training, has scaled MTF Biologics from 100 to 1,400 people by recognizing and empowering heroes throughout his organization. His journey from building medical devices to leading a major healthcare nonprofit demonstrates how to create a culture where every role - from shipping and logistics to R&D and surgical partnerships - is mission-critical and treated as such.

Join host Deborah Fell as she and Yaccarino explore how to build an organization where excellence isn't just expected, it's required at every level - and how this approach has helped MTF Biologics perform over 500,000 transplants annually while staying ahead of market disruption and maintaining a significant mission that saves and heals lives.

About Joe Yaccarino

Joe has served as CEO of MTF Biologics since June 2018. He received the Leadership Award for Large Businesses in NJ Top Workplaces in 2020 and 2022, and his organization has been named a New Jersey Top Workplace for five years running. Joe joined MTF in 1997 as its first processing engineer, developing several spinal surgery innovations that led to significant growth for the organization.

Joe's accomplishments include leading teams through more than 45 successful new product launches and creating innovative technologies for cartilage, dermal, adipose, amniotic, and cell-based tissues. In his CEO role, Joe has focused on building high-performing Business Units and developing Key Strategies to further MTF’s growth and fulfill its mission to save and Heal Lives.

LINKS FROM THIS EPISODE:

Joe Yaccarino on LinkedIn

MTF Biologics

MTF Biologics

MTF Biologics is a nonprofit organization headquartered in central New Jersey with a 37-year history of advancing tissue and organ donation. Employing over 1,400 people, MTF Biologics has honored the incredible gifts of more than 165,000 donors while processing over 11 million tissue grafts to save and heal lives worldwide. The organization partners with medical professionals to deliver high-quality, safe, and innovative tissue for transplant, helping patients recover from injury and illness. MTF Biologics also supports research efforts aimed at improving the science of tissue transplantation. Their commitment to donor families and recipients drives their mission of transforming lives, offering hope and healing through the profound gift of donation. Through these efforts, MTF Biologics touches millions of lives each year. Learn more about their mission at mtfbiologics.org.

Listen to the full episode, EP81, with Jeff Ostenso.

Jeff Ostenso, CEO of Ironmark, is a second-generation leader who has spent the last three decades transforming the company from a local print shop into a national marketing and communications powerhouse. Jeff's vision centers on simplifying the complex intersection of digital and physical marketing for businesses. His strategic acquisitions and commitment to attracting top talent have fueled Ironmark's impressive growth, culminating in a company that not only delivers results but champions its employees as its greatest asset. Under Jeff's leadership, Ironmark has become a trusted partner for businesses seeking to navigate the ever-evolving marketing landscape. 

JEFF OSTENSO:

https://www.linkedin.com/in/jeff-ostenso/

In today's complex marketing landscape, businesses struggle to manage multiple channels and partners effectively. Ironmark simplifies the marketing supply chain by integrating end-to-end marketing services, bridging the gap between digital and physical marketing channels. They offer integrated solutions to help clients grow through predictive analytics, direct mail, digital marketing, asset management, print production, creative design, branded merchandise, and large format printing, serving diverse sectors like healthcare, restaurant, retail, and finance. Their SOC 2 Type II compliant processes ensure data security, while their advanced technology integrates services seamlessly. As a nationwide, one-stop shop for integrated communications, Ironmark streamlines marketing efforts, drives consistent messaging, and maximizes ROI across all channels. To explore the possibilities, visit ironmarkusa.com

About Clay Spitz:

Clay Spitz started his career in a family service business, eventually sold into an industry rollup. He has considerable experience as a marketing, sales and operating executive in companies ranging from midsize privately held to Fortune 1,000 corporations. Spitz has been a senior executive at Terminix International, TeleCheck International and Olshan Foundation Solutions and has owned his own business. Clay joined Chief Outsiders in 2010 as one of the very early members of the firm, and rose to Managing Partner and then COO.  He is now forming Wise Path Advisory to help other executives achieve their highest potential through coaching, advisory and board service.

Links from this episode:

Clay Spitz on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Clay is embarking on a new phase focused on helping others reach their peak performance rather than stepping into traditional retirement. His candid insights about business development, trust-building, and the importance of continuous learning reveal why he's been such a transformative force at Chief Outsiders. The conversation captures the excitement of new beginnings and the bittersweetness of change as Clay prepares to shift from his role while remaining connected to the company he helped shape.

This final segment offers a masterclass in authentic leadership, the power of genuine relationships, and the art of graceful transition. Through their natural rapport and thoughtful exchange, Clay and Deborah demonstrate the principles of trust and communication they discuss, making this farewell conversation instructive and deeply moving.

About Clay Spitz:

Clay Spitz started his career in a family service business which was eventually sold into an industry rollup. He has considerable experience as a marketing, sales and operating executive in companies ranging from midsize privately held to Fortune 1,000 corporations. Spitz has been a senior executive at Terminix International, TeleCheck International and Olshan Foundation Solutions and has owned his own business. Clay joined Chief Outsiders in 2010 as one of the very early members of the firm, and rose to Managing Partner and then COO.  He is now forming Wise Path Advisory to help other executives achieve their highest potential through coaching, advisory and board service.

Links from this episode:

Clay Spitz on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Will's mother summed up what made every episode this quarter a compounding message of the power of being intentional. She inspired Will and his brother to be intentional about being the best at whatever they did, whomever they became. And Will showed up just like all the other guests this quarter with capability, confidence, and purpose. Take a listen to some of the highlights.

The full list is here.

Clay candidly shares his experience of leaving Telecheck after 9/11 and buying a business - a decision he calls his "biggest failure" and "most costly mistake." He opens up about the financial devastation and valuable lessons learned from this setback.

Deborah reflects on her bold move to leave Marriott International despite having "the best job, the best people, the best colleagues." She discusses the challenges and rewards of expanding her capabilities beyond corporate roles.

As our discussion unfolds, Clay and Deborah offer honest insights into navigating business disruptions, dealing with failure, and the unexpected turns that led them to their current success at Chief Outsiders.

About Clay Spitz:

Clay Spitz started his career in a family service business which was eventually sold into an industry rollup. He has considerable experience as a marketing, sales and operating executive in companies ranging from midsize privately held to Fortune 1,000 corporations. Spitz has been a senior executive at Terminix International, TeleCheck International and Olshan Foundation Solutions and has owned a business. Clay joined Chief Outsiders in 2010 as one of the very early members of the firm, and rose to Managing Partner and then COO.  He is now forming Wise Path Advisory to help other executives achieve their highest potential through coaching, advisory and board service.

Links from this episode:

Clay Spitz on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Clay also offers valuable insights on corporate culture, customer retention strategies, and navigating both successes and failures in business. His candid reflections provide a wealth of wisdom for CEOs at any stage of their journey.

Join us as we continue to uncover the story behind Clay Spitz's remarkable career and the lessons that can help shape your own path to success.

About Clay Spitz:

Clay Spitz started his career in a family service business which was eventually sold into an industry rollup. He has considerable experience as a marketing, sales and operating executive in companies ranging from midsize privately held to Fortune 1,000 corporations. Spitz has been a senior executive at Terminix International, TeleCheck International and Olshan Foundation Solutions and has owned a business. Clay joined Chief Outsiders in 2010 as one of the very early members of the firm, and rose to Managing Partner and then COO.  He is now forming Wise Path Advisory to help other executives achieve their highest potential through coaching, advisory and board service.

Links from this episode:

Clay Spitz on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Clay's approach to leadership and communication left a lasting impression on me. His words, 'Always be upfront,' resonate deeply, especially in the business world where transparency can be a rare commodity. Clay's journey from growing up in a family pest control business to becoming a pivotal figure at Chief Outsiders is a testament to the power of honesty and directness in building strong, lasting relationships.

Let's listen to a clip from our conversation, where Clay shares some valuable insights from his experiences

Listen to his full episode here.

About Clay Spitz:

Clay Spitz started his career in a family service business which was eventually sold into an industry rollup. He has considerable experience as a marketing, sales and operating executive in companies ranging from midsize privately held to Fortune 1,000 corporations. Spitz has been a senior executive at Terminix International, TeleCheck International and Olshan Foundation Solutions and has owned his own business. Clay joined Chief Outsiders in 2010 as one of the very early members of the firm, and rose to Managing Partner and then COO.  He is now forming Wise Path Advisory to help other executives achieve their highest potential through coaching, advisory and board service.

Links from this episode:

Clay Spitz on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

About Clay Spitz:

Clay Spitz started his career in a family service business which was eventually sold into an industry rollup. He has considerable experience as a marketing, sales and operating executive in companies ranging from midsize privately held to Fortune 1,000 corporations. Spitz has been a senior executive at Terminix International, TeleCheck International and Olshan Foundation Solutions and has owned his own business. Clay joined Chief Outsiders in 2010 as one of the very early members of the firm, and rose to Managing Partner and then COO.  He is now forming Wise Path Advisory to help other executives achieve their highest potential through coaching, advisory and board service.

Links from this episode:

Clay Spitz on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

We'll explore how Ryan's experiences shaped his approach to leadership, his commitment to helping others find their ideal work environment, and the unique ways PeopleShare serves both its clients and candidates. From the challenges of maintaining energy and passion over two decades in business to the importance of adaptability and coachability, Ryan's story is full of lessons for leaders at all levels.

Listen to Ryan Clark's full episode here.

About Deborah's guest:

In 2005, Ryan Clark co-founded PeopleShare, a regional staffing firm dedicated to placing candidates in light industrial and clerical positions. Ryan’s vision was to create a staffing company that allows employees and customers to achieve their goals and enhance their overall success. Having the expertise, industry experience, and resources to recruit the best talent for every opportunity has been a critical factor in PeopleShare’s success. Ryan’s determination, drive, and talent have propelled PeopleShare into the fastest-growing staffing firm in Pennsylvania with 40 locations throughout 8 states.

About PeopleShare:

Need top-notch talent for your team, fast? PeopleShare has you covered. Founded in 2005, they connect businesses with qualified clerical and light industrial staff. PeopleShare stands out with its unique three-step screening process, guaranteeing top-tier candidates. Our extensive database of local talent ensures rapid placement of the perfect match. Additionally, PeopleView pre-recorded interviews allow you to assess candidates before meeting them, saving valuable time. 

PeopleShare offers a dedicated local presence, backed by the global power of PROMAN Staffing, ensuring all of your staffing needs are met.

Visit www.peopleshareworks.com to learn more.

Connect with Ryan Clark on LinkedIn.

Ryan's approach to business is as refreshing as it is effective. He says, "We're helping the people that need the most help." His commitment to creating opportunities for entry-level workers and fostering a culture of urgency and teamwork has set PeopleShare apart in a competitive industry.

In our conversation, Ryan shares invaluable insights on building a purpose-driven company, the importance of company culture, and how a healthy dose of "paranoia" keeps him motivated. Whether you're a seasoned CEO or an aspiring entrepreneur, you won't want to miss Ryan's unique perspective on leadership and success.

About Deborah's guest:

In 2005, Ryan Clark co-founded PeopleShare, a regional staffing firm dedicated to placing candidates in light industrial and clerical positions. Ryan’s vision was to create a staffing company that allows employees and customers to achieve their goals and enhance their overall success. Having the expertise, industry experience, and resources to recruit the best talent for every opportunity has been a critical factor in PeopleShare’s success. Ryan’s determination, drive, and talent have propelled PeopleShare into the fastest-growing staffing firm in Pennsylvania with 40 locations throughout 8 states.

About PeopleShare:

Need top-notch talent for your team, fast? PeopleShare has you covered. Founded in 2005, they connect businesses with qualified clerical and light industrial staff. PeopleShare stands out with its unique three-step screening process, guaranteeing top-tier candidates. Our extensive database of local talent ensures rapid placement of the perfect match. Additionally, PeopleView pre-recorded interviews allow you to assess candidates before meeting them, saving valuable time. 

PeopleShare offers a dedicated local presence, backed by the global power of PROMAN Staffing, ensuring all of your staffing needs are met.

Visit www.peopleshareworks.com to learn more.

Connect with Ryan Clark on LinkedIn.

Today, we'll revisit some key moments from that conversation, exploring how William's commitment to excellence has driven his success as a business leader and community advocate. We'll examine how his mother's words - "Whatever you're going to be, be the best at it" - became a guiding principle in both his personal and professional life.

We'll also delve into William's approach to mentorship, his passion for empowering youth, and how he's built a company culture focused on helping individuals become the best versions of themselves.

Join me as we reflect on these valuable leadership lessons and consider how we can apply William's inspiring outlook to our own lives and careers.

Listen to the full episode here.

About William Bowie:

William Bowie is the President & CEO of Empower Construction, a Utility Construction Contractor based locally in the Greater Philadelphia area focusing on the utility infrastructure. With over 20 years of experience in the utility construction industry, he provides inspired leadership company-wide and steers the company’s vision and goals for strategic growth and success. Alongside Empower, William strives to promote the importance of mentoring the youth by equipping them with the tools they need to be successful in the workforce today and in the future. William currently serves as a Board Member for many organizations to further his leadership and foster the growth of Diversity, Equity & Inclusion, and Workforce Development in the Greater Philadelphia area.

Links from this episode:

William Bowie on LinkedIn

Empower Construction website

Deborah Fell on LinkedIn

Chief Outsiders

William's story is one of grit, determination, and purposeful living. William's path to success has been inspiring and instructive from his early days when he was inspired by a strong mother and navigated a 20-year journey in the utility construction industry.

Get ready for a masterclass in leadership. William's up at 4 AM, not just working on his business, but on himself. He's intentional about everything - from the boards he sits on to the culture he's creating at Empower Construction.

William will show us how to build a company that's not just profitable but purposeful. He'll share insights on mentoring, diversity and inclusion, and creating generational wealth for his employees and community. He lives by the mantra, "Find your purpose and live on purpose."

About William Bowie:

William Bowie is the President & CEO of Empower Construction, a Utility Construction Contractor based locally in the Greater Philadelphia area focusing on the utility infrastructure. With over 20 years of experience in the utility construction industry, he provides inspired leadership company-wide and steers the company’s vision and goals for strategic growth and success. Alongside Empower, William strives to promote the importance of mentoring the youth by equipping them with the tools they need to be successful in the workforce today and in the future. William currently serves as a Board Member for many organizations to further his leadership and foster the growth of Diversity, Equity & Inclusion, and Workforce Development in the Greater Philadelphia area.

Links from this episode:

William Bowie on LinkedIn

Empower Construction website

Deborah Fell on LinkedIn

Chief Outsiders

In this episode, we're revisiting my conversation with Colleen Vacelet, founder of Intreegue Designs and CEO of Order Green Supply. Colleen shared her unique approach to building company culture, emphasizing the importance of creating an environment where employees genuinely want to spend their 40 hours each week.

But Colleen didn't stop there. She also highlighted the value of "living in uncomfortability" as a driving force for personal and professional growth. From taking leaps in her career to navigating the challenges of acquiring new businesses, Colleen's experiences underscore how stepping out of our comfort zones can lead to remarkable progress.

As you listen, consider how you might apply Colleen's insights to your own leadership style. How can you create a welcoming workplace while also pushing yourself and your team to embrace the discomfort that often precedes growth?

About our Guest:

Colleen Vacelet is a prominent figure in women's entrepreneurship, known for founding Intreegue Design and acquiring Order Green Supply. With a diverse background in landscape architecture and business, she holds licenses and certifications in multiple states. Colleen's commitment to education is evident through her role as an Adjunct Professor at the University of Maryland. She is actively involved in professional organizations, has held leadership positions, and has received numerous awards for her contributions. Colleen's dedication to excellence and mentorship has earned her recognition, including the prestigious BBJ’s 2024 Mentor of the Year Award. Her work extends to supporting women in construction, showcasing her commitment to the field and community.

Listen to the full episode here >

Links from the Episode:

Colleen Vacelet on LinkedIn 

Deborah Fell on LinkedIn

Chief Outsiders

More about Intreegue Designs:

Are you looking for a landscape architecture firm that can bring your outdoor space to life? Look no further than Intreegue! Standing tall in the field of landscape architecture, they are making a profound impact with every design. With years of experience and a passion for thoughtful design, they offer a unique blend of creativity and environmental sensitivity in every project. Their expertise tackles urban design to botanical garden design, residential to commercial retail, and even social impact projects. Let them create an outdoor space that will intrigue your senses and leave a lasting impression.

• Building a company culture that feels like "home" to employees
• Navigating the challenges of acquiring and integrating new businesses
• The value of mentorship and continuous learning in entrepreneurship
• Embracing discomfort as a catalyst for growth

Colleen offers practical insights for CEOs looking to expand their companies, new leaders finding their footing, and entrepreneurs who've recently acquired existing businesses. Her approach to thoughtful risk-taking and creating a nurturing work environment provides valuable lessons for leaders at all stages. Join Deborah and Colleen for this episode: “Rooted in Risk: A Landscape Architect's Path to Multi-Company Success.”

About our Guest:

Colleen Vacelet is a prominent figure in women's entrepreneurship, known for founding Intreegue Design and acquiring Order Green Supply. With a diverse background in landscape architecture and business, she holds licenses and certifications in multiple states. Colleen's commitment to education is evident through her role as an Adjunct Professor at the University of Maryland. She is actively involved in professional organizations, has held leadership positions, and has received numerous awards for her contributions. Colleen's dedication to excellence and mentorship has earned her recognition, including the prestigious BBJ’s 2024 Mentor of the Year Award. Her work extends to supporting women in construction, showcasing her commitment to the field and community.

Links from the Episode:

Colleen Vacelet on LinkedIn 

Deborah Fell on LinkedIn

Chief Outsiders

More about Intreegue Designs:

Are you looking for a landscape architecture firm that can bring your outdoor space to life? Look no further than Intreegue! Standing tall in the field of landscape architecture, they are making a profound impact with every design. With years of experience and a passion for thoughtful design, they offer a unique blend of creativity and environmental sensitivity in every project. Their expertise tackles urban design to botanical garden design, residential to commercial retail, and even social impact projects. Let them create an outdoor space that will intrigue your senses and leave a lasting impression.

1. Leadership and Team Building: Many of the guests, including James Hyman, Joe Leo, Kyle Buckett, and Torey Carter-Conneen, discuss strategies for effective leadership and building high-performing teams. This includes balancing accountability with empowerment, understanding individual team members, and creating a culture of excellence.
2. Adapting to Change and Complexity: Several episodes touch on navigating complex business environments, whether it's James Hyman's approach to restructuring companies, Joe Leo's entrepreneurial journey, or Torey Carter-Conneen's efforts to unite diverse constituents in a trade association.
3. Customer Focus and Understanding: Joe Grace's insights on direct-to-consumer marketing and Deborah Fell's experience with the trampoline park client highlight the importance of deeply understanding customer needs and tailoring experiences accordingly.
4. Authenticity and Storytelling: Joe Grace emphasizes the power of authentic storytelling in marketing, while other guests touch on the importance of aligning personal values with organizational missions.
5. Continuous Learning and Skill Development: Many guests, including James Hyman and Joe Leo, stress the importance of broadening skill sets and learning from experiences to drive success.
6. Innovation and Adaptability: From leveraging AI in business to adapting marketing strategies, the episodes highlight the need for leaders to stay innovative and adaptable in changing business landscapes.
7. Creating a Supportive Culture: Multiple episodes touch on the importance of fostering a supportive environment where team members can grow, take risks, and reach their full potential.

These themes collectively emphasize the multifaceted nature of leadership and success in various business contexts, from startups to large organizations, across different industries. You can find the full playlist here >

About our guest:

Robert A. Roda (Bob) joined HemoSonics in February 2020 as the company’s President and CEO, bringing more than 25 years of global experience developing and commercializing innovative diagnostic and medical device products and services. Most recently, Bob Roda served as President and CEO of Menarini Silicon Biosystems, Inc., a diagnostic and biotech company focused on the use of liquid biopsy and predictive diagnostic tests for the treatment of cancer patients. Prior to that position, he was Vice President and General Manager at Becton Dickinson, where he led the medical and procedural solutions business in the US. From 1998-2012, Bob held positions of increasing responsibility at Johnson & Johnson in both the medical device and diagnostic sectors, with his last role being worldwide VP Marketing in Immunohematology, Donor Screening, and Clinical Laboratories at Ortho Clinical Diagnostics, a J&J company. Bob earned a Bachelor of Arts in Economics from the University of Rhode Island and completed postgraduate coursework at Kellogg Graduate School of Management.

Links from this episode:

HemoSonics website 

HemoSonics YouTube channel:  

X @HemoSonics

HemoSonics on LinkedIn 

Deborah Fell on LinkedIn

Chief Outsiders

Bob's story emphasizes continuous learning and embracing both successes and failures. He provides a fresh take on leadership, stressing the importance of the journey as much as the destination. Bob's commitment to making a meaningful impact in healthcare is evident throughout the conversation.

Join us for this engaging discussion on mentorship, the value of experience, and the challenges of driving change in clinical practice. Bob's insights offer valuable perspective for those at any stage of their career in, “Balancing the Blood Ledger: HemoSonics CEO on Innovation and Patient Care.”

About our guest:

Robert A. Roda (Bob) joined HemoSonics in February 2020 as the company’s President and CEO, bringing more than 25 years of global experience developing and commercializing innovative diagnostic and medical device products and services. Most recently, Bob Roda served as President and CEO of Menarini Silicon Biosystems, Inc., a diagnostic and biotech company focused on the use of liquid biopsy and predictive diagnostic tests for the treatment of cancer patients. Prior to that position, he was Vice President and General Manager at Becton Dickinson, where he led the medical and procedural solutions business in the US. From 1998-2012, Bob held positions of increasing responsibility at Johnson & Johnson in both the medical device and diagnostic sectors, with his last role being worldwide VP Marketing in Immunohematology, Donor Screening, and Clinical Laboratories at Ortho Clinical Diagnostics, a J&J company. Bob earned a Bachelor of Arts in Economics from the University of Rhode Island and completed postgraduate coursework at Kellogg Graduate School of Management.

Links from this episode:

HemoSonics website 

HemoSonics YouTube channel:  

X @HemoSonics

HemoSonics on LinkedIn 

Deborah Fell on LinkedIn

Chief Outsiders

James Hyman brings 25+ years of experience in international business leadership as CEO and Independent Director, driving demonstrated performance improvement. James has had responsibilities for operations, finance, M&A, and restructuring businesses across multiple US and European industries, as well as at leading companies such as GE Capital, McKinsey, JPMorgan & Starwood Hotels. He has delivered shareholder value as CEO of six companies, as a Board member of public & private companies, as an advisor to start-up/venture-backed companies, and as a Senior Advisor to Stifel’s Investment bank. He is a Partner with Marketing Strategies, LLC, which provides consulting and M&A advice to private equity firms and portfolio companies.

As a Board member of 11 companies (currently Watterson Solutions), James works to focus the organization on business building and creating shareholder value within a structure of strong governance. As a Board member, he works with management on critical-path strategy issues, leadership development, and risk management. He has served on multiple committees: Audit (Chair), Compensation, Governance (Chair), and Transaction/Special Committees (Chair).

As CEO, James is a leader who delivers shareholder value with large and sustained improvements in operating and financial performance - currently as CEO of PE-owned United Site Services, and previously of Corizon Health, Citizens Parking, CEC, and TestAmerica as well as Chairman & CEO of NYSE-traded Cornell Companies. For underperforming B2B services and industrial businesses, he brings strong process improvement and lean sigma skills to bear, emphasizing growth, top-grading, margin expansion, and return on capital.

James emphasizes the importance of broadening one's skill set, knowing what "good" looks like in various business functions, and leveraging the expertise of others to drive change. He also touches on the evolving role of AI in business and how leaders can prepare to harness its potential.

Whether you're a CEO grappling with organizational challenges or a transformational leader seeking fresh perspectives, this episode provides a roadmap for those looking to steer their companies toward a more successful future.

James Hyman brings 25+ years of experience in international business leadership as CEO and Independent Director, driving demonstrated performance improvement. James has had responsibilities for operations, finance, M&A, and restructuring businesses across multiple US and European industries, as well as at leading companies such as GE Capital, McKinsey, JPMorgan & Starwood Hotels. He has delivered shareholder value as CEO of six companies, as a Board member of public & private companies, as an advisor to start-up/venture-backed companies, and as a Senior Advisor to Stifel’s Investment bank. He is a Partner with Marketing Strategies, LLC, which provides consulting and M&A advice to private equity firms and portfolio companies.

As a Board member of 11 companies (currently Watterson Solutions), James works to focus the organization on business building and creating shareholder value within a structure of strong governance. As a Board member, he works with management on critical-path strategy issues, leadership development, and risk management. He has served on multiple committees: Audit (Chair), Compensation, Governance (Chair), and Transaction/Special Committees (Chair).

As CEO, James is a leader who delivers shareholder value with large and sustained improvements in operating and financial performance - currently as CEO of PE-owned United Site Services, and previously of Corizon Health, Citizens Parking, CEC, and TestAmerica as well as Chairman & CEO of NYSE-traded Cornell Companies. For underperforming B2B services and industrial businesses, he brings strong process improvement and lean sigma skills to bear, emphasizing growth, top-grading, margin expansion, and return on capital.

Joe Leo on LinkedIn Def Method's website

Deborah Fell on LinkedIn Chief Outsiders

Def Method is a boutique consultancy with deep expertise in data science, data engineering, and custom software development. They are often brought in for executives' toughest data challenges.

Their clients include giants like Citigroup, Dick's Sporting Goods, and the Museum of Modern Art down to smaller start-ups still getting their name on the map. They empower businesses of all sizes—from startups to major enterprises—to navigate the complexities of modern software development and achieve digital transformation.

Their standout product, Def Method Powerhouse, helps companies harness their data with powerful tools and knowledgeable support. Powerhouse makes it easy for non-technical business users to glean insights from their data and communicate these insights to others.

• Embrace a growth mindset: Be open to learning from mistakes and adapt to the challenges that come with leading a company. Continuously work on developing your skills in various areas, such as hiring, operations, and articulating your vision.
• Focus on hiring the right people: Implement a structured hiring process that includes quantifiable metrics and a focus on cultural fit. Measure candidate performance in code tests, technical interviews, and non-technical interviews to ensure you build a strong, cohesive team.
• Foster an enduring company culture: Prioritize creating a work environment that encourages long-term employee retention. Offer competitive compensation, maintain a healthy work-life balance, and communicate your vision clearly to keep your team engaged and motivated.
• Be selective with clients: Choose clients that align with your company's values and work culture. Don't hesitate to turn down clients who demand unrealistic deadlines or expect unsustainable work hours from your team.
• Avoid employee burnout: Recognize that consistently working long hours has diminishing returns and can lead to burnout. Make overtime work a rare exception rather than the norm to maintain a healthy and productive team.
• Continuously refine your product: Stay focused on your core offering and iterate based on client feedback and market demands. Identify opportunities to streamline and templatize your solutions to deliver more value to your customers.
• Adapt your leadership style: As your company grows, be prepared to take on various leadership roles beyond your initial area of expertise. Develop your skills in finance, engineering, HR, and other critical areas to effectively manage your growing organization.
• Learn from mistakes: Embrace the fact that mistakes are inevitable and use them as opportunities to learn and grow. Foster a culture that encourages learning from failures and celebrates the lessons gained from those experiences.

Joe Leo on LinkedIn Def Method's website

Deborah Fell on LinkedIn Chief Outsiders

Def Method is a boutique consultancy with deep expertise in data science, data engineering, and custom software development. They are often brought in for executives' toughest data challenges.

Their clients include giants like Citigroup, Dick's Sporting Goods, and the Museum of Modern Art down to smaller start-ups still getting their name on the map. They empower businesses of all sizes—from startups to major enterprises—to navigate the complexities of modern software development and achieve digital transformation.

Their standout product, Def Method Powerhouse, helps companies harness their data with powerful tools and knowledgeable support. Powerhouse makes it easy for non-technical business users to glean insights from their data and communicate these insights to others.

Links from this episode:

Deborah Fell on LinkedIn Chief Outsiders

Susan Finch on LinkedIn Funnel Media Group, LLC

Who is this episode for:

1. Business leaders and managers: The insights shared by Deborah and Susan are highly relevant for those in leadership positions who want to improve their ability to understand, adapt to, and guide their teams effectively.
2. HR professionals and team builders: The discussion around understanding individual team members, building trust, and facilitating productive conversations would interest those involved in human resources, team building, and organizational development.
3. Entrepreneurs and small business owners: As they often wear multiple hats, including that of a team leader, entrepreneurs can benefit from the experiences and advice shared in this episode.
4. Professionals working in diverse or cross-functional teams: The insights around adapting to different team dynamics, generations, and individual needs would be valuable for those working in diverse team environments.
5. Anyone interested in personal and professional development: The themes of self-awareness, empathy, communication, and leadership are applicable beyond just a business context and can appeal to a broader audience looking to grow in these areas.

As a CEO, your role is to define a clear mission and assemble a team of leaders who can work together to achieve the impossible. Kyle's unique perspective, drawing from his experiences in both military and civilian settings, offers valuable lessons for anyone looking to create a culture of excellence in their organization. 

EP57: Lessons from a SEAL - Culture Improvement with Culture Fit to Build Your Elite Team

Kyle Buckett's book

Culture Force

Kyle Buckett on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Kyle Buckett is an unshakable idealist who believes in a bright future and our ability to build it together through developing strong cultures. 

Kyle’s WHY is to refine and create positive cultures that attract great people. He believes great people working together make elite teams. Elite teams make organizations elite. And when you have elite organizations striving for excellence in their missions, the world is a much better place!

With a vision to change the way businesses think, act, and operate, Kyle and his team work with leaders and organizations in nearly every industry to help transform company culture and create a better working world.

As a retired Navy SEAL leader, board member, and former COO and CHRO of a publicly traded company, Kyle has discovered remarkable patterns in how some of the greatest movements in history were led by self-lead teams. He is fascinated by the people and organizations that make the greatest, lasting impact on the world. He has devoted his life to sharing his thinking, and leading movements to inspire people to do the things that inspire them.

Kyle Buckett's book

Culture Force

Kyle Buckett on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Kyle Buckett is an unshakable idealist who believes in a bright future and our ability to build it together through developing strong cultures. 

Kyle’s WHY is to refine and create positive cultures that attract great people. He believes great people working together make elite teams. Elite teams make organizations elite. And when you have elite organizations striving for excellence in their missions, the world is a much better place!

With a vision to change the way businesses think, act, and operate, Kyle and his team work with leaders and organizations in nearly every industry to help transform company culture and create a better working world.

As a retired Navy SEAL leader, board member, and former COO and CHRO of a publicly traded company, Kyle has discovered remarkable patterns about how some of the greatest movements in history were led by self lead teams. He is fascinated by the people and organizations that make the greatest, lasting impact on the world. He has devoted his life to sharing his thinking, and leading movements to inspire people to do the things that inspire them.

Links from this episode:

JGrace@ChiefOutsiders.com

Joe Grace on LinkedIn

Chief Outsiders Profile page

About Deborah's Guest, Joe Grace:

For over 25 years, Joe has disrupted industries, introduced new products, grown market share, accelerated growth, and built brands with the power and efficiency of direct-to-consumer marketing strategies. As the Head of Marketing at WebMD, Joe developed and executed the marketing strategy that grew WebMD into the most trusted source for online health information with over 40 million registered members. As a Partner with Chief Outsiders since 2011, Joe has created growth strategies for a broad range of healthcare companies, including Pharma, medical devices, providers, payors, and more. 

Links from this episode:

JGrace@ChiefOutsiders.com

Joe Grace on LinkedIn

Chief Outsiders Profile page

Deborah reflects that whether in complex organizations like Torey's or simpler ones, complexity can quickly arise from a lack of listening and leadership. Without the air of inspiration, problem-solving focus, and commitment to achieving better outcomes together, complexity takes over.

Torey shares how his roles have been driven by a deep connection to organizational missions and purposes that align with his own values.

About Torey Carter-Conneen

An accomplished executive leader with over 20 years of experience, Torey Carter Conneen formulates strategies and plans to drive organizational success. As COO of AILA, he oversees operations, education, conferences, publications, finance, and more to support the 15,000+ immigration attorney members. He led the development of strategic and operating plans and ensured accountability against goals. As SVP, Finance, and CFO at the Center for American Progress, he oversaw accounting, administration, and IT for the $50M organization and advised the President & CEO as part of the executive team. As Acting President & CEO of the Victory Fund and Institute, he partnered with leaders and the Board on strategic, operating, and financial plans during the CEO’s sabbatical. He excels at managing deadlines and challenges while delivering immediate results. Skilled at cultivating engaging work environments to promote performance excellence.

Torey Carter-Conneen on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Links from this episode:

Alexei Miller on LinkedIn

DataArt

Deborah Fell on LinkedIn

Chief Outsiders

About Alexei Miller:

Alexei Miller is a Managing Director at DataArt. He leads strategic sales and client engagement efforts for global technology consultancy, focusing on IT strategy, new system development, and technology innovation. Alexei joined DataArt when the company was founded, in 1997, and was elected to the Board of Directors in 2002. Over the past two decades, he has been overseeing product and service development, delivery, sales and management of key accounts and has built DataArt’s Finance practice. Alexei has been instrumental in establishing DataArt’s position as a global technology leader dedicated to service excellence and helping to significantly grow the company's operations on a global scale.

Links from this episode:

Alexei Miller on LinkedIn

DataArt

Deborah Fell on LinkedIn

Chief Outsiders

About Alexei Miller:

Alexei Miller is a Managing Director at DataArt. He leads strategic sales and client engagement efforts for global technology consultancy, focusing on IT strategy, new system development, and technology innovation. Alexei joined DataArt when the company was founded, in 1997, and was elected to the Board of Directors in 2002. Over the past two decades, he has been overseeing product and service development, delivery, sales and management of key accounts and has built DataArt’s Finance practice. Alexei has been instrumental in establishing DataArt’s position as a global technology leader dedicated to service excellence and helping to significantly grow the company's operations on a global scale.

About Torey Carter-Conneen

An accomplished executive leader with over 20 years of experience, Torey Carter Conneen formulates strategies and plans to drive organizational success. As COO of AILA, he oversees operations, education, conferences, publications, finance, and more to support the 15,000+ immigration attorney members. He led the development of strategic and operating plans and ensured accountability against goals. As SVP, Finance, and CFO at the Center for American Progress, he oversaw accounting, administration, and IT for the $50M organization and advised the President & CEO as part of the executive team. As Acting President & CEO of the Victory Fund and Institute, he partnered with leaders and the Board on strategic, operating, and financial plans during the CEO’s sabbatical. He excels at managing deadlines and challenges while delivering immediate results. Skilled at cultivating engaging work environments to promote performance excellence.

Listen to his full episode here.

Links from this episode:

Torey Carter-Conneen on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

From his first nonprofit role out of college to helming major associations today, Conneen walks the talk of mission-driven business. He shares the CEO mindset needed to align strategy with core values during difficult decisions, constantly engaging stakeholders while moving change forward. For growth leaders who want their organizations to balance purpose, service and sustainability while thriving financially, this is an episode you can’t miss. Tune in for an uplifting dose of wisdom.

About Torey Carter-Conneen

An accomplished executive leader with over 20 years of experience, Torey Carter Conneen formulates strategies and plans to drive organizational success. As COO of AILA, he oversees operations, education, conferences, publications, finance, and more to support the 15,000+ immigration attorney members. He led the development of strategic and operating plans and ensured accountability against goals. As SVP, Finance, and CFO at the Center for American Progress, he oversaw accounting, administration, and IT for the $50M organization and advised the President & CEO as part of the executive team. As Acting President & CEO of the Victory Fund and Institute, he partnered with leaders and the Board on strategic, operating, and financial plans during the CEO’s sabbatical. He excels at managing deadlines and challenges while delivering immediate results. Skilled at cultivating engaging work environments to promote performance excellence.

Torey Carter-Conneen on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Link to Barry's full episode here.

About Barry Trailer

Barry is Co-Founder of Sales Mastery Advisors, a sales research and advisory services firm started in 2018. Earlier, he was the founder and CEO of a successful SMB CRM company (acquired in 2000) before co-founding and helping lead CSO Insights, which he and his partner sold to Miller Heiman (2015-2017). Barry has been published three times in Harvard Business Review, most recently in Nov-Dec 2022, and has twice been the keynote at their Sales Summit in Poland. He is an Accenture Luminary and has been involved in complex B2B sales for over 35 years. He’s intrigued with how it’s changed/changing and what this means to Sales as a Profession (SaaP). 

Links from this episode:

Barry Trailer on LinkedIn

Sales Mastery website

Sales Master on YouTube

Deborah Fell on LinkedIn

Chief Outsiders

About Barry Trailer

Barry is Co-Founder of Sales Mastery Advisors, a sales research and advisory services firm started in 2018. Earlier, he was the founder and CEO of a successful SMB CRM company (acquired in 2000) before co-founding and helping lead CSO Insights, which he and his partner sold to Miller Heiman (2015-2017). Barry has been published three times in Harvard Business Review, most recently in Nov-Dec 2022, and has twice been the keynote at their Sales Summit in Poland. He is an Accenture Luminary and has been involved in complex B2B sales for over 35 years. He’s intrigued with how it’s changed/changing and what this means to Sales as a Profession (SaaP). 

Links from this episode:

Barry Trailer on LinkedIn

Sales Mastery website

Sales Master on YouTube

Deborah Fell on LinkedIn

Chief Outsiders

About Andrei Soran: Chairman ConnectNet and Principal eXact Partners

A strategic health system leader, Andrei leverages 25+ years of CEO experience driving growth, turnarounds, and value creation for hospitals and health systems. He has led multiple successful acquisitions, restructures, and exits, building high-performing teams and aligning stakeholders. Passionate about quality, safety, and physician relationships, Andrei partners closely with medical staff to champion patient care. Most recently, he steered Pipeline Health through an in-court restructuring, paving the path to financial sustainability. Andrei has turned around numerous hospitals, including boosting Detroit Medical System’s EBITDA by $100M. With prowess spanning operations, technology, and vision-setting, his analytical abilities and empathetic leadership equip him to solve complex strategic challenges.

About eXact:

Today, we’ve been highlighting an organization that has been making waves in the business world – eXact. eXact is the leader in healthcare organizational restructuring and business turnaround. At eXact, you'll find a team of seasoned executives who specialize in guiding healthcare companies through complex and uncertain times. They understand the challenges businesses face and are here to help you navigate them. eXact offers tailored solutions that establish effective organizational frameworks, revamp your operational processes, and transform your business strategies.

So, whether you're experiencing financial turmoil or need a fresh approach to revitalize your business, eXact has the expertise you need. To learn more about how eXact can help your company thrive, visit their website at exactleaders.com.

Links from this episode:

Andrei Soran on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Andrei Soran and his team of seasoned healthcare executives have led successful restructurings and helped organizations strategically shrink certain services to reallocate resources. They understand hospital economics better than any generalized consulting firm. Their relationships with lenders can smooth the path to recapitalization. By complementing leadership capabilities, they can create plans addressing immediate threats while positioning for long-term viability. During this industry crisis, partnering with their turnaround specialists could prove transformational for many hospitals.

About Andrei Soran: Chairman ConnectNet and Principal eXact Partners

A strategic health system leader, Andrei leverages 25+ years of CEO experience driving growth, turnarounds, and value creation for hospitals and health systems. He has led multiple successful acquisitions, restructures, and exits, building high-performing teams and aligning stakeholders. Passionate about quality, safety, and physician relationships, Andrei partners closely with medical staff to champion patient care. Most recently, he steered Pipeline Health through an in-court restructuring, paving the path to financial sustainability. Andrei has turned around numerous hospitals, including boosting Detroit Medical System’s EBITDA by $100M. With prowess spanning operations, technology, and vision-setting, his analytical abilities and empathetic leadership equip him to solve complex strategic challenges.

About eXact:

Today, we’ve been highlighting an organization that has been making waves in the business world – eXact. eXact is the leader in healthcare organizational restructuring and business turnaround. At eXact, you'll find a team of seasoned executives who specialize in guiding healthcare companies through complex and uncertain times. They understand the challenges businesses face and are here to help you navigate them. eXact offers tailored solutions that establish effective organizational frameworks, revamp your operational processes, and transform your business strategies.

So, whether you're experiencing financial turmoil or need a fresh approach to revitalize your business, eXact has the expertise you need. To learn more about how eXact can help your company thrive, visit their website at exactleaders.com.

Links from this episode:

Andrei Soran on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Nancie’s outlook exemplifies the kind of meaningful impact we seek to create through our conversations - where leaders can connect and learn from each other's experiences in growing thriving, values-driven organizations. Her words are an inspiration for staying centered on what drives us individually while creating value for others.

Listen to her full episode here.

• Noetic Consultants is a women-owned marketing and leadership consultancy strengthening brands and the people who build them. Noetic’s work is a unique combination of market research, brand strategy, training, and coaching. Noetic educates, equips, and empowers organizations from within, leading to accelerated growth and organizational transformation. Learn more at NoeticConsultants.com

Links from this episode:

https://noeticconsultants.com/

Nancie's book, "How Senior Marketers Scale Heights"

To learn more about Brad's views on augmenting our world through technology, be sure to check out the full interview.

The full episode is here:

Links from today's episode:

Brad Waid on LinkedIn

Website

Chief Outsiders

Learn a framework for brand measurement to benchmark progress. Hear strategies to activate brand throughout your organization for maximum impact. Whether seeking to reinvigorate a tired brand or inject purpose into a new one, this episode delivers actionable insights to drive growth by deepening customer relationships.

• Noetic Consultants is a women-owned marketing and leadership consultancy strengthening brands and the people who build them. Noetic’s work is a unique combination of market research, brand strategy, training, and coaching. Noetic educates, equips, and empowers organizations from within, leading to accelerated growth and organizational transformation. Learn more at NoeticConsultants.com

Links from this episode:

https://noeticconsultants.com/

Nancie's book, "How Senior Marketers Scale Heights"

Links from today's episode:

Brad Waid on LinkedIn

Website

Chief Outsiders

Here are the links to the full episodes with each of these guests:

Links from this episode:

Full episode

CONNECTPreneur

Tien Wong on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Having built several companies from the ground up, Tien shares how human connections and nurturing an interconnected community have been his competitive edge time and again. Whether it's obsessive customer experience or organic relationship building, he provides invaluable insights for leaders seeking to foster belonging in the modern workplace.

Tien shares how he builds thriving communities across ventures as diverse as startups and pickleball. You’ll hear unconventional strategies like shared interests, value creation over extraction, and an emphasis on human connections that technology can’t replace.

The episode provides valuable insights for leaders seeking to boost loyalty by moving from transactions to relationships. Tien stresses that community requires constant nurturing, not one-off initiatives. Join us for this episode: INSPIRING - Organic Relationship Building Over Forced Initiatives.

Links from this episode:

CONNECTPreneur

Tien Wong on LinkedIn

PSuite

Deborah Fell on LinkedIn

Chief Outsiders

Join me as we listen to key points Lena Petrova made when she spoke with Deborah Fell last week. Petrova believes that while artificial intelligence is transforming our tools, it can never replace the human heart and mind. Our emotions, creativity and vision remain uniquely our own. She urges us not to resist change but to align it with what we believe in - to run our lives and companies with both financial and social purpose. As Petrova says, it's not about the change, it's about the change we create.

Join me for a specific listen to the points Lena Petrova made in the full episode last week.

You can listen to the full episode here.

About Deborah's guest in her own words:

My role as Founder and Chief Executive Officer of Ad Astra, a comprehensive communication company, was born from my passion for promoting cultural understanding.  

I began my career providing spoken language interpretation and instruction services to high-level diplomats, schools, the Zenit soccer team, media organizations, and others in Russia. I served in various language services management and business development roles when I moved to the United States. My intimate experience in all aspects of the industry inspired me to create Ad Astra. I wanted to ensure equal access to information for all. 

Language access facilitates communication among different people in all activities of their lives. Each day, I work harder to ensure Ad Astra’s services reflect the very best offerings and current industry standards to serve the needs of organizations of all kinds—e.g., businesses, medical facilities, government agencies, educational institutions—and individuals. 

I have built Ad Astra with a diverse team of professionals who, like me, also profoundly care about people and communities across the nation and the globe and find ultimate satisfaction in creating stronger connections among disparate communities. My employees and I are deeply involved in many pro bono initiatives that provide communication services and language access to nonprofits and the community. 

And I always seek to learn through professional development and travel. In my free time, you can find me exploring locales across the globe, immersing myself in new cultures and languages, and making friends. 

About Ad Astra:

Ad Astra is a woman-owned business established in 2010. We have extensive, proven experience providing comprehensive communication and language access services in more than 200+ languages as well Deaf/ HOH services to industries that include healthcare/medical, government, marketing, judicial/legal, education, consumer electronics, environmental, human resources, finance, pharmaceutical, technology, and many others. 

Ad Astra’s mission is to provide culturally competent and linguistically appropriate services in diverse environments, and we are sensitive to the broad range of cultural and linguistic issues connected to the cross-cultural communication services field. We provide communication with a human touch in the age of AI. Our company’s philosophy is focused on cultural awareness and sensitivity to transfer communication between parties from diverse cultures and abilities.   

In this interview with Lena Petrova, Founder and CEO of Ad Astra, we learn how she has built a successful language services company focused on cultural understanding. Lena discusses curating a team around shared principles and vision, seeking people who align with the company's higher purpose. She sees AI as expanding, not replacing, human capabilities and believes creativity and emotions will endure. Ad Astra localizes languages, meeting customers and communities where they are, to drive business results while promoting cultural communication globally. Lena stresses focusing on the value you bring, saying if you believe in the change you are creating, money will follow. Her words inspire founders and leaders seeking to build purpose-driven, sustainable companies. Join us for this episode, AI Ignites a Creative Content Renaissance.

About Deborah's guest in her own words:

My role as Founder and Chief Executive Officer of Ad Astra, a comprehensive communication company, was born from my passion for promoting cultural understanding.  

I began my career providing spoken language interpretation and instruction services to high-level diplomats, schools, the Zenit soccer team, media organizations, and others in Russia. I served in various language services management and business development roles when I moved to the United States. My intimate experience in all aspects of the industry inspired me to create Ad Astra. I wanted to ensure equal access to information for all. 

Language access facilitates communication among different people in all activities of their lives. Each day, I work harder to ensure Ad Astra’s services reflect the very best offerings and current industry standards to serve the needs of organizations of all kinds—e.g., businesses, medical facilities, government agencies, educational institutions—and individuals. 

I have built Ad Astra with a diverse team of professionals who, like me, also profoundly care about people and communities across the nation and the globe and find ultimate satisfaction in creating stronger connections among disparate communities. My employees and I are deeply involved in many pro bono initiatives that provide communication services and language access to nonprofits and the community. 

And I always seek to learn through professional development and travel. In my free time, you can find me exploring locales across the globe, immersing myself in new cultures and languages, and making friends. 

About Ad Astra:

Ad Astra is a woman-owned business established in 2010. We have extensive, proven experience providing comprehensive communication and language access services in more than 200+ languages as well Deaf/ HOH services to industries that include healthcare/medical, government, marketing, judicial/legal, education, consumer electronics, environmental, human resources, finance, pharmaceutical, technology, and many others. 

Ad Astra’s mission is to provide culturally competent and linguistically appropriate services in diverse environments, and we are sensitive to the broad range of cultural and linguistic issues connected to the cross-cultural communication services field. We provide communication with a human touch in the age of AI. Our company’s philosophy is focused on cultural awareness and sensitivity to transfer communication between parties from diverse cultures and abilities.   

In this week's episode, we explore an insightful conversation about partnerships and adapting business models during economic uncertainty. Host Deborah Fell reflects on key takeaways from her discussion with Keith Scandone, founder of O3, regarding the power of collaborative partnerships. Scandone shares how his company has pivoted to offer smaller, "wedge" offerings that provide value to clients with tighter budgets. He emphasizes being creative, thoughtful and embracing new ways of doing business during turbulent markets. Tune in to glean wisdom on building meaningful partnerships and pragmatic approaches to navigating challenges. This commentary provides practical perspective for leaders seeking to strengthen relationships and position their organizations for growth.

You can listen to the full episode here.

Keith Scandone: O3 Co-Founder As  O3’s Co-Founder, Keith focuses on the consultancy’s strategic goals and leading the company's venture initiatives. After 18 years as O3’s acting CEO, Keith’s current role enables him to focus on new growth areas and opportunities for the brand to expand its footprint and position in the market. Whether organic growth through O3’s service offerings, or inorganic growth through partnerships and investments, Keith is always looking at strategic ways to continue to differentiate the company. 

Keith thrives on bringing people together and leveraging other’s connections and strengths to help each other, the industry and the community move forward. From spearheading the Forge Conference, Innovation Day, and the 1682 Conference to co-founding the Philadelphia chapter of the Awesome Foundation and Pay It Phorward, these are just some ways in which Keith likes to combine his network with his passion for innovation. His commitment to consistently craft and curate the O3 culture has led the consultancy to be recognized as one of Entrepreneur’s “Top Company Cultures” and “Best Entrepreneurial Companies."

Keith has also sat on several boards and continues to mentor several companies, most notably through the Philadelphia Alliance for Capital and Technologies Mentor Connect program. Living in Philadelphia and D.C. has given him a unique network and perspective to grow the O3 brand.

Want to learn how to optimize your customer experience and create seamless digital journeys? Deborah Fell interviews Keith Scandone, co-founder of customer experience consultancy O3. They discuss identifying gaps in the customer journey across sales, service, marketing, and technology and provide strategic recommendations to tighten up pain points. Keith shares examples of a recent broken customer experience with Xfinity. Keith also explains how O3 looks holistically at the customer journey across websites, apps, portals, and more to identify gaps where customers are dropping off, using real examples like lead gen sites with poor conversion rates. Keith offers advice for pivoting strategy in challenging times through partnerships and “wedge” offerings. Deborah asked him about his role shift after 18 years as CEO to a visionary role with a more strategic focus. This episode provides valuable insights and stories for any company looking to improve their customer experience in “Seamless Digital Journey: Plugging Leaks in Your Customer Experience."

Keith Scandone: O3 Co-Founder As  O3’s Co-Founder, Keith focuses on the consultancy’s strategic goals and leading the company's venture initiatives. After 18 years as O3’s acting CEO, Keith’s current role enables him to focus on new growth areas and opportunities for the brand to expand its footprint and position in the market. Whether it be organic growth through O3’s service offerings, or inorganic growth through partnerships and investments, Keith is always looking at strategic ways to continue to differentiate the company. 

Keith thrives on bringing people together and leveraging other’s connections and strengths to help each other, the industry and the community move forward. From spearheading the Forge Conference, Innovation Day, and the 1682 Conference to co-founding the Philadelphia chapter of the Awesome Foundation and Pay It Phorward, these are just some ways in which Keith likes to combine his network with his passion for innovation. His commitment to consistently craft and curate the O3 culture has led the consultancy to be recognized as one of Entrepreneur’s “Top Company Cultures” and “Best Entrepreneurial Companies."

Keith has also sat on several boards and continues to mentor several companies, most notably through the Philadelphia Alliance for Capital and Technologies Mentor Connect program. Living in Philadelphia and D.C. has given him a unique network and perspective to grow the O3 brand.

Last week, I had the pleasure of interviewing Amy Bielski, CEO of Ripple Effect, a company that collaborates across the healthcare, nonprofit, and private sectors. We dug into the keys behind Ripple Effect's success, with Bielski highlighting how collaboration is baked into their culture. From incentivizing cross-team support to ensuring every policy explains its value, Bielski stresses why meaningful collaboration requires more than just encouragement. It must permeate operations. She notes that silos emerge naturally as companies grow, so sustaining openness demands intentional, threaded efforts. Tune into this focus, and then listen to our full conversation to hear more of Bielski's insights on fostering engaged, unified work. 

Listen to the full interview here.

About Amy Bielski

Amy Bielski, President and CEO of Ripple Effect, has over 25 years of professional experience managing complex federal projects involving business strategy, technology, graphic design, communications, and health policy. She founded Ripple Effect in 2003 after seeing so many firms prioritize the technical side of business over culture. She believes that in a successful business, every element matters, not just the bottom line. Founding Ripple Effect allowed her to create an environment reflecting those values, and she has invested in a flexible, supportive environment for Ripple employees and a commitment to making clients successful regardless of the challenges. Amy has many interests, including weightlifting and martial arts, where she has earned her 3rd-degree black belt in Budo Taijutsu.

About Ripple Effect:

Ripple Effect is an award-winning, woman-owned consulting company that works with federal, private, and nonprofit clients to support policies and programs that shape our nation. From healthcare implementation to scientific research, the ever-growing customer base includes the National Institute of Health, the US Department of Health and Human Services, the Centers for Medicare and Medicaid Services, the Centers for Disease Control and Prevention, the Health Resources and Services Administration, and the Department of Defense's, Navy Air Force, and Army branches. With a focus on operational excellence, Ripple Effect has gained national recognition, including four consecutive years on the Inc 5,000 list and a 2022 Moxie award for boldness in business. With over 200 researchers, scientists, policy, data analysts, and strategic communicators, Ripple Effect accomplishes its mission of working smarter and performing better by always adapting, learning, and finding efficient ways to meet the changing needs of its clients. Work smarter, perform better, and learn more at rippleeffect.com

We all love an underdog story, and CEO Amy Bielski's journey building Ripple Effect has it all. After seeing big firms prioritize profits over people early on, Amy was determined to do things differently. Now, 20 years later, Ripple Effect's 200+ employees are a tight-knit, loyal crew, with many staying 7-10 years! Amy credits their emphasis on flexibility, collaboration, and promoting lifelong learning. She urges fellow CEOs to keep looking long-term and stay true to their strategy while adapting. Amy's diverse interests, like martial arts and weightlifting, provide balance amid uncertainty. Her story shows that keeping people at the center enables a company to work smarter, perform better, and grow. Amy’s perseverance proves you can build a values-driven, award-winning consulting firm that feels more like family.

About Amy Bielski

Amy Bielski, President and CEO of Ripple Effect has over 25 years of professional experience managing complex federal projects involving business strategy, technology, graphic design, communications, and health policy. She founded Ripple Effect in 2003 after seeing so many firms prioritize the technical side of business over culture. She believes that in a successful business, every element matters, not just the bottom line. Founding Ripple Effect gave her the opportunity to create an environment reflecting those values, and she has invested in a flexible, supportive environment for Ripple employees along with a commitment to making clients successful regardless of the challenges. Amy has many interests, including weightlifting and martial arts where she has earned her 3rd-degree black belt in Budo Taijutsu.

About Ripple Effect:

Ripple Effect is an award-winning, woman-owned consulting company that works with federal, private, and nonprofit clients to support policies and programs that shape our nation. From healthcare implementation to scientific research, the ever-growing customer base includes the National Institute of Health, the US Department of Health and Human Services, the Centers for Medicare and Medicaid Services, the Centers [00:20:00] for Disease Control and Prevention, the Health Resources and Services Administration, and the Department of Defense's, Navy Air Force, and Army branches. With a focus on operational excellence, ripple Effect has gained national recognition including four consecutive years on the Inc 5,000 list and a 2022 Moxie award for boldness in business. With over 200 researchers, scientists, policy, data analysts, and strategic communicators, Ripple Effect accomplishes its mission of working smarter and performing better by always adapting, learning, and finding efficient ways to meet the changing needs of its clients. Work smarter, perform better, learn more at rippleeffect.com

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:

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

Navigating the intricate intersection of data and software, we pull back the curtain on the mechanics of decision-making in this episode. Join Deborah and her guest, Dan Lackner through the pivotal moments of an expert who has graced both the syndicated data landscape and the software industry. Before linking arms with Chief Outsiders, Dan spent his years not just as a staple in the room, but as an influential force driving operations and sales. But what does "not becoming a piece of furniture" truly mean in the business realm? Why is a door-less office more than just an open-door policy? In this conversation, uncover the significance of fostering genuine human connections in a digital age and the unsung merits of rolling up one's sleeves in business. CEOs, brace yourselves. This episode promises not just a wealth of insight, but actionable strategies to galvanize your teams and enterprises in any economic landscape. Welcome to a masterclass in transformative leadership, "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

Previous guest, Charles Dobens

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

In the first half of this episode, Charles discusses how he identifies opportunities amidst roadblocks. From overcoming hurdles to staying the course, his experiences shed light on the tenacity required for success. 

In the second half, the conversation shifts to Charles' diverse range of business ventures. He emphasizes the power of listening to advice and learning from experts, while his Multifamily Investing Academy takes center stage. His innovative approach to creating business systems and tackling challenges head-on is evident, alongside his passion for helping others navigate the complex world of real estate.

Links from this episode:

Multifamily Investing Academy

MultifamilyOS on YouTube

About Charles Dobens

Deborah Fell on LinkedIn

Chief Outsiders

HT to Dan Lackner of Chief Outsiders.

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 LinkedIn Windwalker

Xena Ugrinsky on LinkedIn Xena Ugrinsky on Twitter Pilotwave Holdings

Chris Yeung on LinkedIn Vimbly Group

Art Saxby on LinkedIn Chief Outsiders

Links from this episode:

Art Saxby on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

In the second half, they continue by talking about innovation. It's not just about having the best ideas; it's about understanding the power of insights. Art Saxby stresses that every business needs to start with a deep understanding of its customers, competitors, and themselves. But here's the twist—sometimes, a fresh external perspective is the key to unlocking untapped potential. Are you ready to be challenged and invigorated by new ideas?

Art shares how curiosity, insights, and the willingness to be coached by other experts led to his company's growth and success. As a CEO, you'll discover the importance of having a top-notch leadership team, the right business strategy linked to insights, and how to foster a culture that drives results.

This episode is your guiding light if you want to make big things happen, scale your business, and thrive in uncertainty. Join us as we delve deep into the power of culture, autonomy, and purpose and witness firsthand how this exceptional leader continues to steer his company through dips, challenges, and triumphs. Join us for this episode: "Scaling Your Business: Curiosity and Leadership."

Links from this episode:

Art Saxby on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

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 LinkedIn Chief Outsiders

Susan Finch on LinkedIn Funnel Media Group, LLC

She encourages CEOs to cultivate a genuine partnership with their customers, seeking valuable feedback and co-creating extraordinary experiences. She highlights the power of focusing on customer profitability, refining product portfolios, and identifying the true differentiators that drive customer loyalty. 

Funnel Media Group's senior producer, Susan Finch, is in the host seat for this episode.

Links from this episode:

Deborah Fell on LinkedIn Chief Outsiders

Susan Finch on LinkedIn Funnel Media Group, LLC

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 LinkedIn Chief Outsiders

The complete episode is here.

Ed provides real-world examples of how he has helped clients integrate AI into their businesses, such as assisting a natural language processing company in positioning itself effectively amidst the competition. He shares his philosophy of using AI to disrupt businesses from within rather than being disrupted by external forces, a mindset embraced by Chief Outsiders.

Ed Valdez, partner and chief marketing officer at Chief Outsiders. Ed is known for his expertise in artificial intelligence (AI), machine learning and his ability to drive growth for businesses at the intersection of business, technology, and AI. But what's intriguing is his unconventional path to becoming a marketing superstar, starting with an engineering degree from MIT. He explains how his engineering degree, combined with an MBA, equipped him to tackle challenges at the intersection of business, technology, and AI, specifically focusing on AI and machine learning.  Join us for this episode, “From Engineer to Marketing Pro: Navigating AI's Impact.”

Links from this episode:

Ed Valdez on LI  Ed Valdez on Chief Outsiders

Deborah Fell on LinkedIn Chief Outsiders

A CEO's Guide to Growth (Part 1)

A CEO's Guide to Growth (Part 2)

How to use AI within the Customer Journey (LinkedIn Post)

All You Wanted to Know About Generative AI for Free (10 courses - LinkedIn post)

9 Ways CEOs Can Use ChatGPT as a Catalyst for Business Growth (LinkedIn Post)

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 Holdings Xena Ugrinsky on LinkedIn Xena Ugrinsky on Twitter

Deborah Fell on LinkedIn Chief Outsiders

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 Holdings Xena Ugrinsky on LinkedIn Xena Ugrinsky on Twitter

Deborah Fell on LinkedIn Chief Outsiders

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 Holdings Xena Ugrinsky on LinkedIn Xena Ugrinsky on Twitter

Deborah Fell on LinkedIn Chief Outsiders

Xena shares her personal journey from immigrating from Germany to the US with her parents who completed their higher education in America and became a college professor (father) and geneticist (mother), and became a US citizen at the age of 8.  She also speaks to how she and two other partners boot-strapped and co-founded Pilot Wave. The technologies that had only been available to companies like Alcoa could now become available to smaller companies.  Join them for this half of their conversation, "Your Data Story is Your Business Story."

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 Holdings Xena Ugrinsky on LinkedIn Xena Ugrinsky on Twitter

Deborah Fell on LinkedIn Chief Outsiders

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.

Links from today's episode:

Peter D. Schwartz on LinkedIn  Vistage

Deborah Fell on LinkedIn Chief Outsiders

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 LinkedIn Windwalker

Deborah Fell on LinkedIn Chief Outsiders

Listen to the first half of the episode here.

Links from this episode:

Herby Duverné on LinkedIn Windwalker

Deborah Fell on LinkedIn Chief Outsiders

Herby's story of invention, disruption, and reinvention is truly remarkable, and next week's episode will delve deeper into his journey. Through his story, listeners can gain valuable insights into entrepreneurship, leadership, and the power of culture.

Herby Duverné is the founder and CEO of Rise Development and Construction and the principal and CEO of Windwalker Group. Herby shares his inspiring journey from being a young immigrant who didn't speak the language and was homeless to CEO of two companies and recently named as one of the 150 Most Influential Bostonians.

Listen to the full episode here.

Links from this episode:

Herby Duverné on LinkedIn Windwalker

Deborah Fell on LinkedIn Chief Outsiders

About Deborah's guest:

Herby Duverné, Founder and CEO of RISE Development & Construction and the Principal and Chief Executive Officer for Windwalker Group, a client-focused, award-winning, Minority-owned 8(a) small business. Since becoming Windwalker’s CEO in 2012, Mr. Duverné has increased the organization’s workforce and introduced new business offerings in cybersecurity, physical security, and professional services. He has led the company’s efforts to earn a Defense Security Services top-secret security clearance, expand operations in multiple states, and build contracts with the U.S. Department of Homeland Security and Department of Defense. Mr. Duverné has 25 years of experience in infrastructure protection, intelligence, law enforcement, investigations, security and loss prevention, crisis and risk management, and aviation and port emergency management.  

Links from this episode:

Herby Duverné on LinkedIn Windwalker

Deborah Fell on LinkedIn Chief Outsiders

Brian also discusses the challenges of measuring the effectiveness of marketing campaigns and the importance of identifying signals and health indicators to track progress. He stresses the need for companies to focus on the top of the funnel, not just the bottom, to fuel growth and build a strong customer base.

Deborah highlights the importance of supporting prospects and customers throughout their research and buying process, even at the problem identification phase, to become their trusted advisor and gain a competitive edge. Join her for this episode of Success Beneath the Surface, "Measuring Marketing Effectiveness: Tips from a Google Expert.

Listen to the full episode here.

Links from this episode:

Brian Williamson on LinkedIn

Chief Outsiders Deborah Fell on LinkedIn

Brian inspires customers to modernize their brand strategies, emphasizing a full-funnel data-driven approach.  He walks us through what that means and why it’s critical to growth-oriented businesses today.  Brian shares his journey from growing in a farm town in New York to becoming the brand marketing evangelist at Google, interacting with and impacting businesses and marketers around the world.

Williamson shares his journey and passion for video and storytelling, emphasizing the need for a clear mission, vision, and values. He also stresses the importance of proactive branding investments and balancing performance marketing with brand marketing. Williamson advises CEOs to have realistic objectives and be patient for branding investments to pay off in the long term. Overall, this episode provides valuable insights into the world of branding and its impact on a company's growth.

Links from this episode:

Brian Williamson on LinkedIn

Chief Outsiders Deborah Fell on LinkedIn

Listen to the full episode here.

About Vimbly Group:

Vimbly Group is a technology-oriented business-growth company. We believe that technology is the key ingredient to better than linear growth. As such, Vimbly Group partners with businesses from an ever-widening range of categories to identify inefficiencies in their operations and then develop unique technologies that resolve them and realize significant sources of new revenue.

About Chris Yeung:

Chris's passion for automation started in asset management, where he was responsible for building portfolio management systems at BlackRock.  His journey ultimately led to Vimbly Group, where he now takes pleasure in applying technology to build businesses across a variety of industries.

Links from today's episode:

Vimbly Group Chris Yeung on LinkedIn

Chief Outsiders Deborah Fell on LinkedIn

About Vimbly Group:

Vimbly Group is a technology-oriented business-growth company. We believe that technology is the key ingredient to better than linear growth. As such, Vimbly Group partners with businesses from an ever-widening range of categories to identify inefficiencies in their operations and then develop unique technologies that resolve them and realize significant sources of new revenue.

About Chris Yeung:

Chris's passion for automation started in asset management, where he was responsible for building portfolio management systems at BlackRock.  His journey ultimately led to Vimbly Group, where he now takes pleasure in applying technology to build businesses across a variety of industries.

Links from today's episode:

Vimbly Group Chris Yeung on LinkedIn

Chief Outsiders Deborah Fell on LinkedIn

To illustrate this point, Tom provides an example of a closely held family business that developed a unique friction-break product with superior intellectual property. The company should have traded for six times its value, but it traded for north of 11 times because it offered a distinct value that no one else had, enabling it to maintain and grow its margins.

Deborah and Tom discuss the fragility of business owners and the importance of ego fulfillment in M&A advisory services. They also acknowledge that family dynamics are consistent among businesses, regardless of their size and sophistication. Join us for this episode, "Family Dynamics are Consistent Among Businesses of All Sizes."

Listen to the full episode with Tom Zucker here.

About Deborah's guest, Tom Zucker

Tom Zucker serves as the President of EdgePoint Capital, managing client transactions, overseeing its day-to-day management, and executing strategic initiatives.

Tom uses his extensive business and financial experience to assist business owners in completing transition events, acquisitions, or recapitalizations. His diverse experiences range from executing corporate divestitures for General Electric to assisting small closely held businesses in executing family ownership transitions.

Links from this episode:

EdgePoint Capital

Tom Zucker on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

Zucker stresses the significance of storytelling in successfully transitioning a family business. A financial statement alone fails to convey a company's purpose or potential. He provides an example of a family business that sold successfully due to its unique product that fit perfectly into the product line of a larger company. Zucker notes that the story must be authentic, informed, and tied together to be effective.

Tom acknowledges the emotional side of transitioning a family business, advising that owners should start the preparation process at least 24 months in advance. He also highlights the importance of transparency and authenticity in communicating with employees and family members during the transition process. Listen to this episode, "Navigating Emotional and Financial Challenges of Business Transitions."

About Deborah's guest, Tom Zucker

Tom Zucker serves as the President of EdgePoint Capital, managing client transactions, overseeing its day-to-day management, and executing strategic initiatives.

Tom uses his extensive business and financial experience to assist business owners in completing transition events, acquisitions, or recapitalizations. His diverse experiences range from executing corporate divestitures for General Electric to assisting small closely held businesses in executing family ownership transitions.

Links from this episode:

EdgePoint Capital

Tom Zucker on LinkedIn

Deborah Fell on LinkedIn

Chief Outsiders

To hear the full interview with Deborah Overdeput, listen here.

About Deborah Overdeput:

Deborah has 20+ years of experience as a global marketing leader working with CEOs at financial technology (fintech), SaaS, business consulting, and technology companies to achieve double-digit revenue growth, turning flat businesses into growing enterprises. She applies modern marketing techniques to drive top-of-funnel activity and nurture leads, working collaboratively with sales to build revenue momentum.

Links from this episode:

https://www.linkedin.com/in/deborahoverdeput/ 

https://www.linkedin.com/in/deborahfell 

https://chiefoutsiders.com 

About Deborah Overdeput:

Deborah has 20+ years of experience as a global marketing leader working with CEOs at financial technology (fintech), SaaS, business consulting, and technology companies to achieve double-digit revenue growth, turning flat businesses into growing enterprises. She applies modern marketing techniques to drive top-of-funnel activity and nurture leads, working collaboratively with sales to build revenue momentum.

Links from this episode:

https://www.linkedin.com/in/deborahoverdeput/ 

https://www.linkedin.com/in/deborahfell 

https://chiefoutsiders.com 

As Gary mentioned, it's crucial to understand what matters to your customers and what attracted them to your company in the first place. If you're feeling pressure on prices from customers because of the economic environment, it may be time to go back and understand if your value proposition is still unique and if it solves their pain points in a way only you can solve. To do this, I recommend talking to four or five of your top customers and having a CEO-to-CEO level discussion about their pain points and the current environment. You can also talk to your sales team and even have an outside firm conduct one-on-one conversations with your core customers to gain insights about how their needs and wants may have changed.

Maintaining a strong value proposition is anti-commoditization and can help you maintain price premium and profitability even in uncertain times.

Next week, we will be speaking with Deborah Overdeput, a fractional chief marketing officer for Chief Outsiders, who will share her expertise on sales enablement and the importance of the alignment of sales and marketing. Subscribe to our podcast and join us next week for another insightful episode of Success Beneath the Surface.

The full episode is here.