System Execution Podcast

The System Execution Podcast is focused on the strategy and systems behind today’s successful companies…with a twist…you don’t just get to see where someone is once and then never hear about them again. Instead, System Execution dives deep into the systems and processes businesses are using and developing today. Then, we check back with them over the year to see how things have changed and what they have learned. Getting your ideas off of the white board and into use takes critical decision making, creativity, and a learning curve through iterations. But these systems often mean the difference between success or failure for your company…And you get to see inside the process. Your host, Vera Fischer, seeks out business leaders to share their tried and true systems and uncovers a variety of systems and processes, both simple and complex, to use in your organization. Are your systems ready to face the competition? Proper systems. Proper execution. More sanity. System Execution Podcast.
RSS Feed
System Execution Podcast



All Episodes
Now displaying: Page 1
Sep 19, 2018

Allen Adamson is a noted industry expert in all disciplines of branding. He is Co-Founder and Managing Partner of and the author of BrandSimpleBrandDigitalThe Edge: 50 Tips from Brands That Lead, and Shift Ahead: How the Best Companies Stay Relevant in a Fast Changing World. Prior to Metaforce, Allen was Chairman, North America of Landor Associates, a global branding firm.

What you’ll learn about in this episode:

  • Allen’s experience and the expertise he has around branding
  • The evolution of the term “brand,” what it has come to mean today, and why branding is all about getting your story out to the world
  • What has changed in the branding space with the omnipresence of technology
  • Why you need to constantly reinvent and re-sharpen your brand in today’s market
  • Ways to know whether your branding is working or not including the most important thing for a brand to focus on
  • The process Allen takes his clients through to determine what makes their brand different
  • What you need to get focused on in your brand’s story if you want to get it out there
  • One of the biggest challenges of working collaboratively as a company and who should be at the table when coming up with the brand’s story
  • What an editorial reduction process is and why that is really the important part of branding
  • The process Allen uses to help businesses figure out where to put their brand’s story and how to know whether the advertising channel you’ve chosen is the right one or not
  • An example of a brand that has been successful over time and why they have been able to accomplish this
  • Your best chance of breaking out against your competitors
  • The danger of trying to do too many things with your brand and how to avoid that trap
  • Why you should have a founder’s mentality
  • Reasons brands might want to look outside the digital space to get their name out there

Ways to contact Allen:

Sep 12, 2018

Berkley Egenes is the Vice President of Marketing for MERIDIUN. A results-driven strategic marketing leader solving business challenges at the intersection of consumers and technology, Egenes is committed to building brands, launching products and producing returns for his partners.

With a strong entrepreneurial spirit for creating insights-based understanding using a data-first brand strategy and development process, he has delivered measurable cross-channel platforms and technologies in the global economy with brands like Kellogg’s, AB InBev, Alcatel, VIZIO, Walmart, Seiyu, ASDA, Sam’s Club, CVS Pharmacy, Ahold USA, A&P, Spartan Stores, Hy-Vee, Inc., Big Y and Weis Markets.

Always focused on the impact of technology in the global consumer ecosystem, he has an extensive background in augmented and virtual reality, retail, IoT, consumer electronics and mobility, consumer packaged goods and shopper marketing experiences working on the brand side at NextVR, NASCAR, and creative agency and services with CSE, Envoy and IBM.

A graduate of Texas A&M University with a bachelor’s degree in marketing and certificate in international business, Egenes also earned his master in business administration from the University of Notre Dame.

What you’ll learn about in this episode:

  • Berkley’s client engagement process with his AR and AI business, MERIDIUN
  • What exactly the AR and AI space is and how it creates personal experiences for users as well as how consumers are driving the convergence of AR and AI
  • What new clients should expect when they come to MERIDIUN (including the first thing they look at to help their business)
  • Reasons consumers aren’t buying merchandise in stores as much anymore and why mobile devices are now driving half of all revenue
  • The importance of methodically following a process and what MERIDIUN does during that process to ensure their solution is going to provide value to the client
  • How Berkley works with clients whether they know everything or nothing about AR and AI
  • Monetizing the content experience for retailers including ways AR can pay for itself
  • How long a typical engagement can last and what happens over that time, including handling periods when there is a lot of working going on but not a lot of communication with clients
  • Communicating with clients to constantly improve their experience as well as the end product and how actively engaging with clients and data helps with this
  • The concept of failing fast and how it can actually help you succeed along with real-world examples of how this can happen
  • Berkley’s plans to scale appropriately and how plans and processes are a huge part of that
  • Advantages of being forward thinking and jumping at good opportunities

Ways to contact Berkley:

Sep 5, 2018

Peter Lovenheim is an author and journalist whose articles and essays have appeared in the New York Times, New York magazine, The Los Angeles Times, Parade, Moment Magazine, The Washington Post, and other publications.

His five previous books include In the Neighborhood: The Search for Community on an American StreetOne Sleepover at a Time, winner of a Barnes & Noble Discover Award and the First Annual Zócalo Public Square Book Prize, and Portrait of a Burger as a Young Calf, a first-hand attempt to understand the food chain.

Lovenheim holds a degree in journalism from Boston University and in law from Cornell Law School. He teaches narrative non-fiction at The Writers Center in Bethesda, MD and splits his time between his hometown of Rochester, NY, and Washington, DC.

What you’ll learn about in this episode:

  • The attachment effect and its elements including how a knowledge of attachment can help managers and owners
  • The hunger we all have that drives the interest in attachment and how that stems from the nature vs nurture debate
  • What drives attachment from birth and how the quality of early attachment helps shape who we become
  • The types of attachments people can come out of childhood having
  • Why a person’s attachment style shows up a lot in the workplace and different ways of measuring attachment in adults
  • Why it’s advantageous for managers to know their employees’ attachment styles
  • Traits that different attachment styles bring to the workplace as well as what mix of styles is best to have in a business
  • What Peter found in his observations while observing different attachment styles in a real business
  • The attachment style that is best suited for a management position
  • Advice on how to best manage employees with insecure attachments and ways people with different attachment styles can help each other
  • All the areas of your life your attachment style can manifest itself

Ways to contact Peter:

Aug 29, 2018

Rami Jebara is the Co-Founder & CTO of Tuangru, a software provider of next generation data center infrastructure management (DCIM), designed for today’s hybrid IT environments. Whether a users application workloads reside on-premises, in edge data centers or in the cloud, Tuangru provides users with a holistic view of their entire infrastructure for management and optimization. The company was recognized as one of the fastest growing companies in North America by Deloitte Technology Fast 500™.

What you’ll learn about in this episode:

  • What Rami’s company, Tuangru, is focused on as well as the premise and belief it was founded behind
  • How Rami got started in the IT world when the internet was still pretty new
  • Hybrid IT- what it is and what’s happening with it in the IT world including what stays the same and what the challenge is with this different IT management
  • The software system Rami uses to keep everybody in his company aligned and the agile process and system Rami’s team uses
  • Two things that processes are made out of with an example of a system and process that is more important than software tools
  • The most important aspect of onboarding to help you build a knowledge base to help the process
  • Reasons it’s so important to make sure you start with the right people and how to amplify and enable humans to work more efficiently
  • Two different types of missteps and examples of each
  • What happens if you have an imbalance of process in engineering
  • How software development has changed and become more systematized
  • The importance of reflecting and asking questions about your processes
  • Meetings and rituals that bring the team closure including weekly check-ins that Rami runs and who is involved in those
  • Why different departments need to communicate with each other

Ways to contact Rami:

Aug 22, 2018

David Thomas, CEO at Evident, is an accomplished cybersecurity entrepreneur. He has a history of introducing innovative technologies, establishing them in the market, and driving growth with each early-stage company emerging as the market leader. Today, as CEO of Evident, he helps provide innovative business solutions to simplify interactions with personal data assets.

What you’ll learn about in this episode:

  • Why David enjoys building a business from the ground up and prefers working as a smaller business instead of as a larger corporation
  • The importance of a rigorous process not only for businesses that specialize in data security but in all businesses seeking success
  • The role automation plays in David’s organization and why it is so important for smaller businesses to help them achieve the larger visions of the organization
  • Why David believes it’s important to hire quality people to handle the things that are outside of his expertise
  • The way David responds to problems, with a team approach
  • How David feels about having the customer’s best interest at heart and why he believes that philosophy has served his entire organization well
  • The importance of positivity even when dealing with sensitive topics that may be emotionally charged
  • The role of educating and training his workforce plays in David’s organization and why it’s important for all businesses that expect to grow
  • The necessity of auditing the effectiveness of workers and the quality of David’s organization’s work
  • How David’s organization prefers to focus on every single touchpoint of the customer experience rather than simply focusing on marketing or production
  • David’s words of advice to entrepreneurs starting their own businesses

Ways to contact David:

Apr 18, 2018

By his 35th birthday, Mike Michalowicz had founded and sold two multi-million dollar companies. Confident that he had the formula to success, he became an angel investor and proceeded to lose his entire fortune.

Then he started all over again, driven to find better ways to grow healthy, strong companies. Among other innovative strategies, Mike created the Profit First Formula, a way for businesses to ensure profitability from their very next deposit forward.

Mike is now running his third million dollar venture, is a former small business columnist for The Wall Street Journal; is the former MSNBC business makeover expert; is a popular keynote speaker on innovative entrepreneurial topics; and is the author of Profit First, Surge, The Pumpkin Plan and The Toilet Paper Entrepreneur, which BusinessWeek deemed the entrepreneurs cult classic.

What you’ll learn about in this episode:

  • Mike’s Pumpkin Plan system and the specific processes it includes
  • The lessons Mike learned from being an angel investor
  • How to determine whether a seed is strong and has potential
  • How to match the uniqueness of an idea with the demand
  • How to put a value on each client based upon the cringe or crush factor
  • The importance of focusing on a few strong ideas rather than many weak ideas
  • How to promote explosive growth
  • The critical questions that every business owner should ask their best customers

Ways to contact Mike:

A transcript of this episode is available here:

Mar 21, 2018

Kristin is the founder and managing director of Creative Development Agency (formerly award-winning firm, Marquet Media). She oversees the day-to-day operations of the agency as well as directs all client accounts and projects. With a strong eye for creating memorable brands and a diverse range of knowledge, Kristin provides strategic counsel to clients interested in developing successful internal and external communication programs across all media platforms.

Kristin has forged successful partnerships with celebrity fashion designer and correspondent NV Nick Verreos; prestige hair care brand Briogeo; luxury skincare brand; and many more. She has generated media placements in Wall Street Journal, The Today Show, Seventeen, Glamour, and ELLE magazines,, and countless other outlets.

Passionate about learning, Kristin has attended MIT, Boston University, and New York University, and holds degrees in Literature and Marketing/PR. In 2015, she authored of the book, Squash the competition and Dominate your marketplace: 55 Easy Tips to Generate Big Publicity for Your Startup or Small Business.

Most recently, she joined the Young Entrepreneur Council, and is also a contributor to,,,, and

As someone who loves everything about the startup world, Kristin launched the design studio to help emerging entrepreneurs start and grow their businesses.

What you’ll learn about in this episode:

  • How Kristin’s team of just 5 people uses systems and processes get a LOT of work done for their 31 clients
  • Kristin’s whiteboard system of physically writing everything that she and her team needs to accomplish in schedules, workflows, checklists, etc. on paper and whiteboards
  • The meeting Kristin’s team has on every Friday to go over what’s been accomplished and what needs to be a priority in the days and weeks ahead
  • Why digital project management systems like Trello and Asana didn’t work for Kristin
  • What goes on each of the six whiteboards (and why Kristin duplicates what’s on her whiteboards at work on her whiteboards at home)
  • How Kristin takes what’s on the whiteboards with her -- without ever entering that data into her computer
  • The importance of detailing every single step to make sure nothing slips through the cracks
  • Kristin’s color coding on her whiteboards using black (pending), red (urgent), and blue (new) markers
  • Creative Development Agency’s upcoming proprietary algorithm as part of their analytics department
  • Experimenting to find the system that works best for you

Ways to contact Kristin:

Mar 14, 2018

With experience in both office interiors and product design, Ken Baker understands the inside and out of the architecture and design field. Ken has been a Gensler Principal for 20-years and is currently serving as a member of the Gensler Management Committee.

As a Co-Managing Principal of Gensler’s Southeast Region and past Co-Managing Principal of Gensler’s U.K., Europe, the Middle East, and Africa (EMEA) and Gulf Regions, Ken is considered a global expert on workplace design and planning, particularly for law firms. He has designed over 10 million square feet of corporate headquarters and offices for law firms and financial institutions, and is one of Gensler’s major Global Account holders, managing relationships with clients such as Sidley Austin, LLP; Skadden, Arps, Slate, Meagher & Flom LLP; JP Morgan Chase, and Barclays Capital worldwide.

Ken is also a leader in Gensler’s furniture and product development practice and frequently speaks about the power of design at industry events around the world. A fellow of the College of Law Practice Management and a member of the Board of Trustees for the National Building Museum, Ken is passionate about producing design solutions that optimize trends that align with clients core objectives.

What you’ll learn about in this episode:

  • How design thinking makes the world better and thinking creatively about our environment makes a better environment for people to live, work, and play in
  • How changing technologies have impacted design and the way buildings are laid out
  • Using design thinking to create efficiency by diminishing wasted space and unnecessary employees which saves a lot of money
  • The Gensler process for designing the best space that gets customized for every client
  • Putting people at the center of the design so they have a positive experience when using the space
  • Focus, socialization, collaboration, and education: the four modes of work every design has to incorporate
  • Morphable design: designing a space that can adapt over time as needs change without significant cost
  • Things to look out for when designing (or redesigning) a space

Ways to contact Ken:

A transcript of this episode is available here:

Mar 7, 2018

Ken is the co-author of the recent manufacturing sales book, entitled “Selling in Manufacturing and Logistics.” Ken and his co-author are experienced Sandler trainers who play very important roles in the Sandler’s worldwide organization. They advise organizations and individuals on how to help discover their true potential and develop innovative solutions that create sustainable change. Ken is currently head of Sandler Training Consultancy in Akron, Ohio, and he and his co-author have really focused in on selling in manufacturing and logistics.

What you’ll learn about in this episode:

  • The systematic approach to manufacturing sales that led Ken to Sandler Training
  • “Selling in Manufacturing and Logistics”: Ken’s book with Mike Jones
  • The systems that most manufacturing sales people create that are really ineffective (and what can be done about that)
  • Why finding new customers is such an essential part of the sales process
  • Why sales isn’t as much about relationship building as it was in the past
  • Prospecting the right clients and not trying to sell to everyone
  • The questions salespeople should ask leads to make the best proposal
  • Why many salespeople are afraid to ask these questions (and why they shouldn’t be)
  • The importance of having a conversation with prospects instead of telling them what they need
  • How the internet has opened up what we know about prospects before talking to them
  • Looking for prospects that have a lot in common with your best customers
  • Why cold calling is not as effective as it used to be (and what methods you should use to talk to prospects)
  • A2ikfrom people you both know
  • Making sales a science and not an art by scripting out whatever possible
  • How to avoid the most common pitfalls sales people face

Ways to contact Ken:

A transcript of this episode is available here:

Feb 28, 2018

Peter Strohkorb has over 15 years of corporate business experience in executive-level Sales and Marketing executive roles with some of the biggest brands on the planet.

Today, he is a sought-after expert business advisor on how to achieve significant sales revenue and business growth through better managing the intersection between your Sales, your Marketing and your ideal Customers. Peter’s clients have experienced sales revenue growth of up to 433% (!) and won more repeat business from existing clients.

He is a published author of the Amazon 5-Star rated book The OneTEAM Method, which describes his holistic Sales and Marketing collaboration framework to lift sales results, enhance customer experience and boost staff engagement. Peter holds qualifications in Marketing and Management from the prestigious Macquarie Graduate School of Management (MGSM) in Sydney, Australia.

What you’ll learn about in this episode:

  • The 7 Figure Sales Introduction system for improving your sales process
  • Changing sales from product-focused to customer-focused
  • Why spamming people to get as many leads as possible in the top of a sales funnel is a bad trend for the industry
  • Using the right language to actually make a sale
  • How long you have to make an impact in a cold call
  • Peter’s prediction for 2018: winning new business won’t be the top for priority for most businesses anymore
  • Why your “about us” page shouldn’t be about you
  • How the OneTEAM Method has expanded since Episode 22 to bring sales and marketing teams together
  • Why customers buy with their hearts, not their heads, and why you need to change your sales and marketing tactics to take advantage of this
  • How to do proposals so they actually convert

Ways to contact Peter:

A transcript of this episode is available here:

Feb 21, 2018

As a consultant, author, speaker and coach, Edgar Papke is dedicated to helping leaders build cultures of innovation and better align their organizations and teams to drive new ideas, produce change, and deliver meaningful solutions. He is the author of the books True Alignment and The Elephant In The Boardroom, and he is also the co-author of Innovation By Design.

What you’ll learn about in this episode:

  • Design thinking process: a way of engaging people and getting them to collaborate at a significant level through which you can identify and solve the right problems
  • The five steps of the Design Thinking process: to empathize, define, ideate, prototype, and test
  • Edgar and Thomas Lockwood’s book “Innovation By Design” that was born from studying the most innovative cultures in the world
  • The common thread of design thinking that all of the cultures studied for the book implemented
  • Empathizing in design thinking: understanding the experience of the customer
  • Ignoring your personal experience: the most challenging aspect of the empathizing process
  • Brainstorming without limits: why the brainstorming process must allow for any idea to be heard
  • Who should be in charge of design thinking throughout an organization (and why this depends on the makeup of the organization)
  • Why culture dictates accountability for design thinking
  • The three types of culture
  • How to implement the design thinking process in your organization

Ways to contact Edgar:

A transcript of this episode is available here:

Feb 14, 2018

Kelly Manderfield is the Chief Marketing Officer for Cleveland Metroparks and leads all marketing initiatives across its 18 park reservations, eight golf courses, dining, retail, and a nationally acclaimed zoo. Manderfield is a critical member of the team that earned Cleveland Metroparks Best in Nation Gold Medal Award for excellence in Park and Recreation Management.

Under her leadership, Cleveland Metroparks has developed and executed several transformative brand campaigns, including Cleveland Metroparks Come Out and Play and 100 Year centennial campaigns as well as the rebrand of Cleveland Metroparks Zoo bringing wildlife conservation to the forefront.

As CMO, Manderfield has created a culture of strategic data-driven decision making to support the agency’s goals and initiatives as well as drive revenue. She manages overall marketing from end-to-end, including: communications, advertising, research, special events, event rentals, corporate partnerships, retail and visual communications.

Manderfield has developed and fostered strong, mutually beneficial hometown partnerships, including KeyBanks revival of ZooKeys and sponsorship of the Centennial Fireworks Celebration that attracted more than 30,000 people to Edgewater Beach. Additionally, she helped secure Cuyahoga Community Colleges sponsorship and involvement with the popular Edgewater LIVE concert series.

Prior to her joining Cleveland Metroparks, Manderfield was most recently Vice President, Senior Marketing and Strategist at KeyCorp where she oversaw national marketing programs, advertising and public relations campaigns.

Manderfield received a Masters of Applied Communication Theory and Methodology from Cleveland State University and a Bachelor of Arts in Communication from Bowling Green State University. She currently sits on the board of Burning River Foundation, which is dedicated to improving, maintaining and celebrating the vitality of our regional freshwater resources.

What you’ll learn about in this episode:

  • The five step systematic marketing process: insight, concept, design, launch, and review
  • Using a brand equity study to assess brand awareness and see what organization challenges need to be solved for
  • Bringing a brand with built-in equity to life
  • Creating different campaigns and pitting them against each other to find the strategy that will bring the highest ROI
  • Taking a campaign across all mediums so it resonates with the most people
  • Preparing your staff to execute the campaign successfully (and why they need complete buy-in)
  • Assessing the success of a campaign to learn what worked, what didn’t, and how the next version can be better
  • How qualitative research can help inform quantitative research
  • Using study data to figure out what’s important to your visitors (or customers) and planning work based on the data
  • Why every problem that you’ll find from the brand equity study won’t be a marketing problem
  • Figuring out your market position: something that really differentiates you
  • When launching a new marketing initiative, how much gets unveiled on launch day and how much gets rolled out later?
  • Involving your staff in the research phase so you know what they will be excited to market
  • Eliminating bias from your research

Ways to contact Lauren:

A transcript of this episode is available here:

Feb 7, 2018

Lauren Golembiewski is the CEO and co-founder of Voxable, a conversational interface agency. She’s lucky enough to run Voxable with her partner in life, Matthew Buck. Lauren and Matthew founded Voxable to help clients more effectively communicate with their customers through conversational interface design and development. They were originally inspired to create Voxable when they connected their home to a voice-first device and felt like the wizards and space captains they saw on TV.

Lauren’s background is in product design and user experience which is driven by her fascination with the way things work, especially the human mind. Her experience working with startups and leading design strategy for tech companies enables her to dive into design problems and help clients understand the best path forward. She regularly speaks about conversational design and advocates for a greater creative effort to be invested in this new technology.

What you’ll learn about in this episode:

  • Chatbots, Alexa skills, actions on Google, and more: what Voxable builds as a conversational interface agency
  • How these conversational interfaces help humans and machines better understand each other
  • How these conversational interfaces take human questions or commands (either verbal or written) and turn them into a machine response so that the machine does the work for the human and examples of each of these in practice on the various platforms these bots can be built into
  • The research that needs to be done before building a conversational interface to understand how a business responds to its customers now and assess ways to improve communication with a bot
  • Building a bot that serves your customers in the way they want to be served (ex: sends them a helpful blog automatically)
  • The work that needs to be done to write all of the lifelike responses that a bot would provide a human during an interaction
  • Coming up with every scenario that a user would interact with a bot and coming up with paths and responses for users to reach their desired outcomes
  • How bots can remember user answers to better steer them towards their preferred goal
  • The importance of having a style guide for how the bots communicate with users
  • How Voxable’s clients test the system throughout different points in the developmental process
  • Tweaking the CMS that a bot is built on to push out whatever message is important at a specific time
  • What happens if a bot doesn’t understand a user or can’t help with what they ask for
  • How users interact with your bot when it’s a persona that you’ve built well for your brand
  • How to measure whether a bot is working or not

Ways to contact Lauren:

A transcript of this episode is available here:

Jan 31, 2018

Linda Phan was born in LA, but she grew up in Massachusetts from eight years old onwards. She graduated from UMass Amherst with dual degrees in Accounting and Psychology and worked for two years as a corporate auditor at the 6th largest accounting firm in the US. Linda moved to Austin, TX a year ago and worked as Chief of Staff at Newchip, a financial technology company. She is currently on track of getting her MBA from Acton School of Business.

What you’ll learn about in this episode:

  • Linda’s background learning processes as an auditor
  • The most important systems and processes for small businesses
  • How Linda came to Newchip first as an executive assistant and then moved up to Chief of Staff by implementing systems and processes and making the company more efficient
  • The time management skills Linda needed to balance working for Newchip, going to school full time, and helping her boyfriend launch his dental startup
  • Figuring out the steps needed for hiring a great employee and sticking to that system
  • The system Linda developed for communicating with investors and why that communication needs to be constant
  • The methods Linda uses for storing system documentation at Newchip using Lucidchart
  • The five processes Linda built and put in place at Newchip before leaving to focus on her MBA and her boyfriend’s startup
  • Why people in the operations department shouldn’t just stick to operations

Ways to contact Linda:

A transcript of this episode is available here:

Jan 24, 2018

Curtis Watkins is the CEO of BovaMetrics, an Augmented Intelligence company focused on boosting performance in long-term portfolios managed by wealth advisers. This is his third entrepreneurial endeavor after previously serving as the COO of a micro-hydro renewable energy firm and also as a co-founder of a mobile software solutions company.

Additionally, Curtis is the Founder and Chairman Emeritus of the Joules Startup Accelerator program located at the University of North Carolina at Charlotte, a regular television contributor to news programs and shows focused on current events, and he also serves as the Chairman for a political software company he founded called CampaignKit.

He is a 2013 recipient of the Charlotte Business Journal’s “Forty Under 40” award and a graduate of the School of Business at Virginia Commonwealth University.

What you’ll learn about in this episode:

  • Curtis’ expensive career experience that has seen him in various roles as both an entrepreneur and an employee in Corporate America
  • BovaMetrics’ knowledge-based systems that allow them to anticipate the questions they will be asked about their software from different industry professionals with very deep backgrounds (ex: a wealth advisor is going to have different questions from a developer)
  • Why credibility is key for an early stage company (and how knowledge-based systems boost their credibility)
  • The database of written documents that make up the knowledge-based systems that BovaMetrics can pull from whenever they need to
  • The different levels of documentation that they have written to provide to prospects who may come in at different levels of expertise
  • How BovaMetrics uses Google Drive to organize and give access to specific documents on an as-needed basis
  • Relating what people already know to your product (ex: BovaMetrics’ Equilla is an assistant, so they related it to Siri and Alexa)
  • How having these written documents prevents someone from interpreting your product the wrong way
  • Getting some outside writing help to ensure you’re not caught up in your own echo chamber when creating documents and leaning on your network to get some external advice and validation
  • What’s next for Curtis and BovaMetrics

Ways to contact Curtis:

A transcript of this episode is available here:

Jan 17, 2018

After graduating from UT Law in Austin, Reece began his career clerking for a federal judge in Dallas. From the courthouse, Reece headed to Thompson & Knight where he worked as an attorney in TK’s corporate section. After working at TK for a year, he decided to join his dad, Rob, and close college friend, Bryan Johnson, as they were blazing a trail in a unique healthcare delivery channel.

Reece moved into the role of CEO at Innovative Infusions, helping to consolidate multiple Infusion Centers into one centralized operation. Working alongside Bryan and Rob, he helped create one of the most cutting-edge infusion delivery models in the country. Reece is passionate about creating solutions to relieve the complexity associated with managing an Infusion Center.

In addition to his role as Co-Founder and COO of WeInfuse, Reece is the co-founder of and director at the National Infusion Center Association (NICA).

What you’ll learn about in this episode:

  • Reece’s path that led him from being a lawyer to moving to the infusion center industry
  • The many common diseases states that require infusion therapy that make for this to be the fastest growing Pharma R&D
  • The WeInfuse software that fills the software gap needed in the infusion center industry
  • How to launch a new product in a niche industry, such as the infusion therapy industry
  • The importance of a system that accounts for every single dose of infusion therapy drugs due to their astronomical cost
  • The verifications, scheduling, nursing notes, and inventory management microsystems that make up the WeInfuse system
  • The test process WeInfuse went through during its early days — both internally and once they got their first client
  • Why things will get lost when there is not a piece of software to hold everything together — and why this was such a big problem for this $400 billion industry
  • The significant time investment it takes to implement an automated system inside a business — and why it’s so worth it
  • Why automation isn’t about putting people out of work — it’s about making them better at their work
  • How WeInfuse tracks the success of its system
  • New legislation that is going to make the WeInfuse system even better

Ways to contact Reece:

A transcript of this episode is available here:

Oct 18, 2017

Andrei Popescu is a vision-driven entrepreneur with a career-long record of business growth and innovation.

His international business ventures experienced a verifiable history of growth and expansion during his tenure as managing director and he has raised significant funds from various institutions, banks and third parties to participate in joint ventures.

He’s been engaged on helping organizations that evolve in challenging markets to break down the barriers that prevent them from reaching their potential, which operate in Scandinavia, Eastern Europe, China and Asia-Pacific.

Andrei’s focus and interests are blockchain tech, DLT, SaaS for payments, finance, and investments.

What you’ll learn about in this episode:

  • Cryptocurrency: what it is and how it works
  • How cryptocurrency opens up money to more people than the system we’ve used
  • Different types of cryptocurrency that are available today (it’s much more than just Bitcoin)
  • The big barriers that must be overcome with cryptocurrency
  • What it will take for cryptocurrency to become widely adopted
  • How DAO (decentralized autonomous organization) will impact cryptocurrency
  • Events happening with blockchain technology

Ways to contact Andrei:

A transcript of this episode is available here:

Oct 11, 2017

Jeff N. Smith is the Corporate IoT Business Development Manager at Parker-Hannifin. He is focused on delivering new offerings, building out new business models, and commercialization frameworks for Parker’s Voice of the Machine™ IoT connected products. His global focus areas are Industrial Mobile Systems and Factory Automation. Prior to joining Parker, Jeff was the co-founder of a smart building IoT technology start-up focused on the commercial built environment, taking this solution from inception to thousands of controllable endpoints globally for Fortune 100 customers.

What you’ll learn about in this episode:

  • Jeff’s role implementing IoT technology (Internet of Things) at Parker-Hannifin
  • Parker’s Voice of the Machine™
  • Why IoT technology is one of the most monumental shifts for companies since the internet
  • Culture: a big factor in stopping companies from implementing IoT technologies
  • Why Parker figures out if there is a problem worth solving and then figures out if there’s a way to deliver to customers at scale
  • Winevation: Parker’s stage gate process that they use to commercialize their product sets
  • Getting the implementation team to understand the why
  • The IoT implementation documentation
  • Making sure IoT technology ties back to customers and actually solves a problem

Ways to contact Jeff:

A transcript of this episode is available here:

Oct 4, 2017

Alex Klingensmith is an experienced Wealth Advisor and Chief Operating Officer with a demonstrated history of working in the financial services industry. He is skilled in Fiduciary Independent Investment Management and Financial Planning. Alex has strong community involvement in the Carlsbad Hi Noon Rotary Club and in North San Diego County.

What you’ll learn about in this episode:

  • Financial Detox: Labrum Wealth Management’s podcast for consumer advocacy
  • Labrum Wealth Management’s decision to work for their clients and not a firm
  • How to choose the right financial adviser for you
  • Why it matters how your financial adviser gets paid
  • The reasons fiduciaries offer better investments than brokers
  • Finding the right cadence of communication with your financial adviser
  • Choosing an investment philosophy
  • Why it’s never too early or too late to start investing
  • Where to find a great financial adviser
  • Ways to start saving before you get an adviser
  • Alex’s goals in getting Labrum Wealth Management’s message out there

Ways to contact Alex:

A transcript of this podcast is available here:

Sep 27, 2017

Marc Butler is the Chief Operating Officer and a Managing Director for Albridge, an affiliate of Pershing, a BNY Mellon company. Formerly, Marc managed the Business Development Group for iNautix USA, where he oversaw sales, client relationship management and overall Marketing activities. Prior to that, Marc was the general manager of Pershing’s NetExchange® suite of solutions. Marc joined Pershing in 1994 as a client service associate in PC Financial Network. He has previously served on the firm’s Conversion Task Force and the Bank Market Segment team. Marc has been in the financial services industry for more than 20 years and was formerly a member of both the Securities Industry and Financial Markets Association (SIFMA) Internet Roundtable and SIFMA Investor Education Advisory Committee. He was previously the featured technology columnist in Boomer Market Advisor, a monthly magazine targeted at investment professionals.

Marc frequently speaks at industry conferences including the Financial Services Institute and BISA annual conferences. Marc earned a Bachelor of Science degree in Finance from Syracuse University and has also completed the Securities Industry Institute® program, sponsored by SIFMA at the Wharton School of the University of Pennsylvania. He has also taken graduate classes in the School of Education at Syracuse University and continuing education coursework in Technology and Financial Planning.

What you’ll learn about in this episode:

  • The Business Leader’s Toolkit System: a mechanism for putting people first
  • Employees creating a personal business plan for where they want to take their career
  • Mentoring employees that know where they want to go — and those that have no idea
  • The mentoring program that matches the associate up with the right mentor to guide them — even if it’s not a person inside the company
  • A reverse mentoring program where younger, less experienced employees mentor up on things that they’re knowledgeable about (like new technology, for example)
  • Job shadowing: having employees get their feet wet on a new role by shadowing someone in that role
  • Job rotation: rotating people into new roles to keep them interested and engaged and further their development

Ways to contact Marc:

A transcript of this episode is available here:

Sep 20, 2017

After graduating in 2003 from the Pennsylvania State University with a degree in Crime, Law, and Justice Business Emphasis and completing an internship with the United States Marshals Office, Michael switched gears and put his Emergency Medical Technician (EMT) certification that he earned at Penn State University to use working at Atlantic Health System in New Jersey and becoming the Rescue Captain of the Rockaway Township Fire Department.

After a year, he began to climb the ladder within Atlantic Health System becoming the Administrative Manager of Atlantic Ambulance Corporation Air and Ground Transportation, overseeing over 250 medical professionals. He spent over 11 years growing the company from $2 million dollars and leaving valued at $44 million. During his tenure, Michael was seen as a mentor for new managers, won the Corporate Employee of the Year in 2008, Six Sigma President's Award in 2012 and was a five-time finalist for New Jersey EMS Manager of the Year.

Through his operations and growth background, Michael became a Director for Kindred Hospitals of NJ overseeing the Business Development of three hospitals in New Jersey in 2013. Michael ranked tops in the country in year over year growth for Kindred. Michael was promoted to Chief Executive Officer of Kindred Hospital of New Jersey in 2014, a position he holds today.

This past year Michael was the recipient of the Chamber of Commerce, Leader in Business Award for 2016 his hospital had one of the best years in its existence for quality, finance, efficiency, and growth. Michael has a Masters Degree from Fairleigh Dickinson University and Graduate Certificates from The University of Florida, Boston University, The University of Notre Dame, and Cornell University. Outside of his CEO job Michael is the Chairman of the Board of the American Lung Association and a Professor of Business and Healthcare Administration for both the College of St. Elizabeths and Centenary University in New Jersey.

What you’ll learn about in this episode:

  • Developing a customer experience that engenders loyalty
  • Hiring the best teams to optimize your business
  • Living and working beyond the checklist to go beyond the normal
  • Systems that can push your operations to the next level
  • Going past your goals for the day and assessing what you’ve done
  • Doing change management in the right way
  • Getting customer ratings and assessments that can grow your business
  • Putting structure around processes that leads to success

Ways to contact Michael:


A transcript of this episode is available here:

Sep 13, 2017

Alaia Williams is a business systems strategist and community cultivator based in Los Angeles, CA. Alaia works with entrepreneurs and small business owners around the globe, helping them build better businesses by connecting them with the resources they need to succeed.

What you’ll learn about in this episode:

  • The underlying challenges that all business owners face
  • Why organization is the most important system to put in place
  • How to start thinking about organization as a system
  • How to utilize the systems you already have in place to reorganize your business
  • Figuring out what is or isn’t working with your strategies
  • Identifying what you can do better and what is already going well
  • When in your business journey you can work with a systems strategist
  • Looking for systems you can develop to improve operations significantly
  • Functioning at the highest level using strategic systems
  • Keeping track of everything in your life and focusing on what is important

Ways to contact Alaia:

A transcript of this episode is available here:

Sep 6, 2017

Before entering the financial planning industry, Courtney worked in City government for the duration of her career in Human Resources. Courtney has been in the financial industry since 2012 and joined the Troxell Financial team in 2016 in which she creates, maintains and enhances the ongoing operations and project management within the firm as well as serving her individual clients. She is devoted to helping her clients and the Troxell Financial team, envision their goals and develop a plan and process to pursue them. Courtney specializes in financial planning for women and special needs planning.

Courtney is married and lives in Springfield, IL with her husband Mike and two children Lillian and Bennett. While Courtney is not working with clients and spending time with her family, she enjoys exercising, reading, volunteering with United Cerebral Palsy and most of all, the outdoors, especially by the water.

What you’ll learn about in this episode:

  • Customer experience processes that can foster better relationships
  • How to grow a business through referrals without spending too much on marketing
  • Standing out from the pack but focusing on service and finding your niche
  • Using the most robust CRM system possible to grow your business
  • Managing massive systems through technological automation
  • Coordinating data entry and analytics across your operations divisions
  • Empowering client-facing team members with the most comprehensive systems
  • Focusing your time well and working to staff strengths
  • Using good systems to enhance client relationships

Ways to contact Courtney:

A transcript of this episode is available here:

Aug 30, 2017

Mike is currently the Executive Vice President, Chief Operating Officer for cyber security firm Ops Tech Alliance (OTA), a certified SBA 8a Small Business and Service-Disabled Veteran-Owned Small Business. OTA was founded by former National Security and Special Operations professionals with over fifty years of experience and was formed with a singular focus: to bridge the gap between operations and technology to enable mission success. In the rapidly shifting arena of cyber security, mission success depends upon maintaining a technological advantage. OTA provides that advantage. Their culture begins with their commitment to their people, who share a passion for our business and a commitment to serving customers. Their approach is strongly based on understanding the ever-changing threat environment and the core theories behind applied technologies. Then as a trusted partner, they advise their clients on theory and technical solutions, coupled with associated tradecraft with the intention of discovering new applications and exploiting existing weaknesses.

Before joining the private sector, Mike retired from the U.S. Army in 2012 as a Sergeant Major with over 20 years of experience leading US military and inter-agency personnel. Mike has extensive operational experience within the US Special Operations Command. He served with multiple Intelligence Community (IC) agencies, deploying as the sole Department of Defense representative to forward intelligence operations and special activities focused on Foreign Intelligence Services collaboration. He has received numerous military and IC awards for leadership and performance, to include the Director of National Intelligence Certificate of Distinction and the National Intelligence Meritorious Unit Citation. Mike graduated summa cum laude with a B.S. and M.S. in Information Technology Management from Touro College, as well as a Masters Certificate in IT Project Management from Villanova University. Mike is currently attending the Yale School of Management in their Global Executive Leadership Program.

What you’ll learn about in this episode:

  • Hiring the right people for businesses in any industry
  • How to improve your hiring process
  • Understanding your core competencies and what you uniquely offer
  • Finding the right talent pools to draw upon for your organization
  • Transitioning from the public to the private sector successfully
  • Systems for recruitment, training, and retention – keeping those who work best
  • Developing a culture that engages your workforce and your clients
  • Where to look for excellent engineering talent in the high tech sector
  • Using training and development to create the high talent teams you need
  • Assessment based recruitment strategies that support new hires

Ways to contact Mike:

A transcript of this episode is available here:

Aug 23, 2017

With over 15 years in the technology consulting business, over 8 years in the medical device industry, and over 4 years in the financial sector, Anthony Rivera is experienced with developing systems that make businesses run better. What pushed Anthony into the financial sector was seeing the opportunity to help the economy. He believes that if businesses obtain capital for strategic growth they will hire more people and consumer spending will increase, lifting the whole economy. This personal cause set in motion a new business, where Anthony partnered up with over 5k lenders and developed a new software platform that allows business owners and investors to work with lenders directly.

What you’ll learn about in this episode:

  • How to be driven by purpose in your life and your business
  • A software platform that will enable businesses to raise capital more quickly
  • Networking to develop contacts that can help you move forward
  • Working with the right people for your business
  • Developing networking systems that consistently generate new leads
  • Creating a culture in your business that aligns with your mission
  • Using checklists to develop your systems for success
  • Developing secure systems to handle sensitive transaction data
  • Streamlining financial transactions and creating efficiencies

Ways to contact Anthony:

A transcript of this episode is available here:

1 2 3 Next »